Schedules and grouping/summing similar items

[Anonymous]

Can anyone tell me how to get a door/window Schedule to group doorS and/or windows with similar IDs? For example, how do I get doors labeled S1(of which there are several) to show up in only 1 row with the correct quantity indicated next to it (as opposed to all individual S1 doors with a sum below) ?

sorry for the asinine question (if it is one).

thanks

[Erika Epstein]

emerich wrote:

sorry for the asinine question (if it is one).

The only dumb (or asinine) questions are the ones you don't ask.

In the schedule on the upper left check the
'Show uniform items as a single entry'.

[Anonymous]

I am having a difficult time reading the new automatic window schedule the way a builder would, once I have 'shown uniform items as a single entry'.

Just like a drawn window schedule I want to see what window numbers correspond with each group of like windows from the plan. I just want to be able to go from the plan and see window No. 3 for example and see which group of uniform windows it belongs to.

Yes uniform windows grouped as a single entry all have the same properties, but when I add an ID or window plan reference number it then lists them all individually as they are no longer uniform entries.

Cross referencing basically.

... to me its a fundamental requirement for a window schedule, I must be missing something... obviously you do not want to draw every single window as a separate item, but for those that are the same you need to know which window plan ID number corresponds with what uniform group of like windows or not if it is a 1off.

Can someone please help me learn how to do this?

Is there a way to exclude a listing criteria from the uniform search parameter (such as window ID numbers), and then can you list all the window ID numbers that correspond with the 'uniform single entry' (same) windows in a single field?

For example, for a fictitious group of similar windows, windows number 01, 06 and 11 are the same and thus all correspond with this window schedule item...

Otherwise could i please receive some feedback as to any alternate ways other firms are using this live window schedule as a replacement from your typical drawn window sheets / schedule.

[Anonymous]

ossapha,

It has to do with the difference between the Window Marker (plan data) and the Window ID (schedule data):

1) To have have a unique plan text for every window in plan view:
In >Window Selection Settings, > Dimension Marker, > Customizing Texts, > Custom Text, input the info you want to see on the plan window marker.
These plan numbers will all be manually input by you...

2) For identical windows in the schedule, ie the "show uniform items as a single entry".
In >Window Selection Settings, >Listing and Labeling, > ID, input the ID that the schedule will use to list the windows.
When placing identical windows, turn off auto id increase, you'll have less manual inputting to do in the Listing and Labeling box.

Be very careful about using the eyedropper/Syringe, it will ruin your careful separation of ID vs marker.

This two step process will give you a single schedule entry for multiple identical windows, but every window will have a unique plan number.

My workflow is to get all windows placed with proper ID's, only then do I go through and renumber the Dimension Markers.

Snap

[Karl Ottenstein]

ossapha,

You want to look into the Element ID Manager in the Help / User Guide. This lets you query all of your windows and rename/renumber them so that identical windows will have the same ID. Etc.

Cheers,
Karl

[Anonymous]

Karl,

Thanks for the pointer. However after reading the help file several times, it is clear as mud to me. This is one of those commands that (for me) doesn't have a "Go" point. I go to the plan view and make "criteria selections" then "save and close", etc. But nada is the result.

When I "save and close", where does the saved information go? How do I make use of it? Is there a dialog or schedule where this stuff is addressable? It must be simple, I just don't see it.

Thanks,
Snap

[Karl Ottenstein]

Hey Snap,

You have to click the "Change ID's..." button. 🙂

Attached is an example settings set (you can save them) that gives the same ID to all doors that are the same width/height and library part name... The numbers will be ordered by size as well, since the size criteria were given first.

I never click the button on THAT tab (Sort Elements)...

[Karl Ottenstein]

...but rather on the "ID Format" tab, where I can see a preview to verify that the ID is what I want. Clicking the button there, will then give a list showing what will happen. Confirm it and it is done. 🙂

Cheers,
Karl

[Anonymous]

Ahhh, so.
I suspect I'll be using this alot.
thanks,
Snap