Export Sheet Index Information from Revit

3 minutes
6 months ago

Export Sheet Index Information from Revit

Exporting sheet index information from Revit to use in Newforma ConstructEx is a two step process. First, you insert one of the customized schedules (attached below) into your Revit model. Next, you export the schedule with your project’s information for easy import into Newforma ConstructEx.

To insert a new Schedule View into your Revit model

Download the file below and select the appropriate Revit project based on your version of Revit:

Revit to ConstructEx

Within your existing Revit project, select the Insert tab in the ribbon bar. In the Import section, select Insert from File > Insert Views from File.

Select the downloaded Revit project and click Open. The Insert Views dialog box lists the views that are saved with the project.

Select Show All Views and Sheets from the Views dropdown.

Select the check box for the view you want to insert and click OK.

A new schedule view is created in the Project Browser with all the saved formatting of the original schedule, and all the parameter fields for that schedule.

Do not create Grouped headers for this schedule.

You do not need to sort the schedule.


To export a schedule for use in Newforma ConstructEx

Open the Schedule Properties window and select any additional fields you wish to export. At a minimum, Number and Name (or their equivalents in your project) are required.

From the main Revit menu, select Export > Reports and select the schedule you want to export.

In the resulting dialog, select the following Output Options for the file:

Select ‘(tab)’ as the field delimiter

Select ” as the text qualifier

Click OK to export the schedule.

To add Category information to exported Revit data

Before you import the sheet index to ConstructEx, we recommend adding Category information to the spreadsheet if you are using it in your project. This way, the data can all be imported at once, instead of editing the imported records individually.

If  you do not want to add Category information, you must still open the file in Excel and ensure that the file is saved as a Text (Tab Delimited) (*.txt) file. Follow the steps below, but skip steps 2 and 3.

Open the tab delimited text file in Excel.

Add a new first column for Category, being sure to include the header Category, as shown here:

Fill in the Category information as needed.

For additional information on formatting the spreadsheet data for import, please see Create a Sheet or Specification Index from the Template.

Save the file as a Text (Tab Delimited) (*.txt) file.

Select Yes to keep the workbook in the text format.

Close the .txt file and select Don’t Save.

Proceed to Import a Sheet Index for instructions to import the index into Newforma ConstructEx.

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