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favoured window schedule workflows


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just curious as to others preferred method for doing window (or door) schedules? While the worksheets are fine for text , I've now resorted to making a separate worksheet for window images and scaling it up in a layer , then I make a viewport of each window onto the sheet (locking viewports in position otherwise viewports jump) - only drawback is you can't add dimensions to viewport as they are images rather than hidden line.


Any other favoured methods in use?




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Guest Wes Gardner

You can pull a window of each type from the project and place it on a design layer (making sure "On Schedule" is NOT selected or you'll get an incorrect count in your window schedule).  Set the model in front view, you can viewport it to a sheet layer and dimension it there OR you can dimension it on the design layer.

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1 hour ago, fabrica said:

Hi Wes,

solves the dimensions problem but my only issue with that is its not live , ie you have to copy the window to another layer each time you make a change to windows or elevations (defeats the purpose of BIM in the first place)

If only they could make the image editable ....

We make every window type a symbol to keep the schedule live and uses a worksheet to keep track of quantities 

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I just did a schedule yesterday by making a viewport of each window in front elevation. It is live and you can dimension in the vp annotations.

It is a bit more work creating seperate viewports however once one is set up you can duplicate and just adjust move section line instances to the next window.

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2 hours ago, fabrica said:

think a 'to do' list is required  😀....... wishing doesn't do it anymore!!

Agree, each year goes by and the same 'basic' wishes are repeated by the users.  And these are fairly fundamental tools for an architectural practice - A Window Schedule!

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Here's what we do:


We rely heavily on custom data in addition to the built-in record information. We read the rough opening size from the window object and list this as the window size, among very many other data items.


As to the window drawings, we use styled windows set in a dummy wall which is then set to an invisible class in a viewport. That way the windows will update and can be dimensioned in the annotation space of the viewport. This method is described in Jonathan's training videos.


For the drawings, we only show each variation of the window appearance. There is nothing else on the window drawing, only each different-looking window and a type id code.


All size and equipment variations to these basic types are listed in the worksheet, which is generated from the model data.


We use the same system for door schedules as well. In other words, we circumvent the problem by dividing the information into visual appearance "entities" and then list more detailed info on these in the worksheet.


For example, a cased opening window is drawn only once, and all different sizes are listed in the worksheet. There is no size info in the drawing at all, even though it is drawn to 1:25 scale.

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10 hours ago, JMR said:

As to the window drawings, we use styled windows set in a dummy wall which is then set to an invisible class in a viewport. That way the windows will update and can be dimensioned in the annotation space of the viewport. This method is described in Jonathan's training videos.

To understand clearly, for revisions does each window instance in the dummy wall have to be a different style and you edit the window style definitions to update all instances (including the ones in the dummy wall)? Does this not require the creation of lots of different styles (at least one style for window elevated in your dummy wall)?


I've set up a similar thread for WinDoor schedules:



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^ Yes it does. If the project is small enough one can keep track of different windows without using styles and just copy similar windows to the dummy wall. They of course won't update automatically.


The workflow is useful with simple, factory-made windows. Glass (curtain) walls we draw and dimension separately.



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I can see how this would work well  for doors but our projects often require windows of lots of configurations. Also with WinDoor there are combo units that have windows and doors in one pio. There are multiple configuration of these with high lites, side lites etc. I think it would be a lot of work creating styles for every different combo for each project.


Have you tried making section viewports of the actual windows in your model rather than a dummy wall? You make all other objects invisible, wall classes on but with no fill or line style.

The viewports obviously auto-update and no window or door styles required. You do have to be careful if moving a door slightly so it doesn't move out of the viewport crop or get misaligned with any annotations.

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