Design Options. Window/Door scheduling

[paulauskas.linas]

Hi, on the internets I read that Revit master users use design options for visual / graphical door and window schedules legends. I am looking some sort of step by step guide or crude workflow. Can anyone help me with that? 

I understand that I need to create design option set - "Documentation", the first option - empty (so that I wouldn't see in main model) and on the second set I put the scheduled objects. Am I correct? 
There comes doubts. Should I create a lot of options for every door/window and set it to different views?
Or should I create a wall with all used doors/windows and duplicate elevations, plans for every door/window and set them to design option? I am missing this part between setting up design option and puting those views ont the sheet.
Any help is really appreciated.

[barthbradley]

1. In order for a hosted component to be part of a design option, its host must also be part of the design option. The host cannot belong to the main model.

2. To see secondary options with the main model, create duplicate views that are dedicated to those options.

These views are called Dedicated Views. A Dedicated View typically displays a specified design option for each set.

https://knowledge.autodesk.com/support/revit-products/learn-explore/caas/CloudHelp/cloudhelp/2019/EN...

[HVAC-Novice]

I would first determine what are actual options you want to show. If you make every door an option, you will drown in options. 

IMHO the intent of the feature is to show a client or reviewer how 2-4 different versions of a project would look like. I assume you do that early in design and then determine the winning option and delete the losing options. 

If you give people too many options, they can't decide. Analysis paralysis. As a design professional you should wiggle it down to the actually good options. 

[mmontes016]

You can apply phases to schedules. For example, in a large renovation project, a door schedule would usually list all doors created in the project. In a building with hundreds of doors, the schedule could become difficult to work with, because the demolished doors would be listed with the post-renovation doors. Instead of working with a schedule in which half of the doors are eventually demolished, you could create one pre-demolition schedule and one post-renovation schedule, applying the appropriate phase to each. (Autodesk Knowledge Network, Revit Products)

You can look for something here : About Phasing | Revit Products 2019 | Autodesk Knowledge Network

[ToanDN · Accepted solution]

If you want to create door/window legend that is independent from the actual doors and windows in the project then yes, you can either use a Design Option, or a Phase to keep the legend's doors and windows.

Design option:
- Create a Design option set
- Create primary design option, keep it blank
- Create design option 2, draw a wall, doors and windows and arrange them as you like to show in the legend
- For legend view, go to visibility/graphic overrides > design options > choose design option 2 for the set
- You don't have to change anything for other views/schedules because they automatically choose the blank primary design option

Phase:
- Add a Phase after the last phase of the project
- Draw the legend's elements/components in a view set to that phase

[paulauskas.linas]

Sorry for coming back so late. 

Thank you. It solved my question. 🙂