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How do you add a total to a schedule in Revit?

Published in Revit Schedule Totals 4 mins read

To add a total to a schedule in Revit, you will typically configure Grand Totals within the schedule's properties, which sum up values for all elements listed. This is a crucial step for calculating overall quantities, costs, or counts in your project schedules.

Configuring Grand Totals in a Revit Schedule

Adding Grand Totals to your schedule involves a few straightforward steps within Revit's interface. This feature is particularly useful for summarizing data such as the total area of all rooms, the total count of specific components, or the overall cost of materials.

Step-by-Step Guide to Adding Grand Totals

Follow these instructions to display the sum of elements from all groups in your schedule:

  1. Access the Schedule:

    • In the Project Browser, navigate to the Schedules/Quantities section.
    • Locate and select the specific schedule name to which you want to add totals. This action will display the schedule in the drawing area and activate its properties.
  2. Open Properties Palette:

    • With the schedule selected, go to the Properties palette. This palette usually appears on the left side of your Revit interface.
  3. Edit Sorting/Grouping:

    • Within the Properties palette, find the "Sorting/Grouping" parameter.
    • Click the "Edit" button next to it. This will open the Sorting/Grouping dialog box, which is where you define how your schedule data is organized and summarized.
  4. Select Grand Totals:

    • In the Sorting/Grouping tab of the dialog box, look for the "Grand Totals" option.
    • Check the box next to "Grand Totals".
    • You may also have options to specify the title of the grand total (e.g., "Grand Total," "Total Sum," "Total") and its format (e.g., "Count & Totals," "Totals Only"). Choose "Count & Totals" if you want to see both the number of items and their summed values.
  5. Confirm and Apply:

    • Click "OK" to apply the changes and close the Sorting/Grouping dialog box.
    • The Grand Totals will now appear at the bottom of your schedule, displaying the sum of the elements from all groups.

What Grand Totals Display

When you enable Grand Totals, Revit calculates and displays:

  • Sum of All Elements: The total sum for any schedulable fields that are configured to calculate totals (e.g., Area, Cost, Count).
  • Sum of Subtotals: If your schedule also has subtotals configured for specific groups, the Grand Totals will additionally display the sum of these subtotals, providing an overall aggregate.

Enhancing Your Schedule with Calculations

To ensure your totals are meaningful, you might need to enable calculations for specific fields within your schedule:

  • Field Properties: Go to the schedule's Properties palette again, and for the "Fields" parameter, click "Edit."
  • Field Formatting: In the "Fields" tab, highlight the field you want to total (e.g., "Area," "Cost"). Then, click "Format".
  • Calculate Totals: In the Field Formatting dialog, under "Calculation," select "Calculate Totals". This tells Revit to sum the values in that column.
    • Example: If you have an "Area" field, ensure "Calculate Totals" is selected for it to get a Grand Total Area. If you have a "Cost" field, do the same to get a Grand Total Cost.

For more detailed information on scheduling in Revit, refer to the official Autodesk documentation on Creating a Schedule or Quantity.

Practical Applications

Grand Totals are indispensable for various aspects of a project:

  • Quantity Take-offs: Quickly ascertain the total number of doors, windows, light fixtures, or other components.
  • Cost Estimation: Sum up material costs, labor costs, or overall budget items.
  • Area Analysis: Calculate total floor area, total wall area, or total roof area for space planning and material estimation.
  • Volume Calculations: Determine the total volume of concrete, earthwork, or other bulk materials.

By correctly setting up Grand Totals and ensuring relevant fields are configured to calculate totals, your Revit schedules become powerful tools for project management and analysis.