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Panel schedule - Load summary automatic and some questions about classification and demand factors

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Message 1 of 18
HVAC-Novice
1112 Views, 17 Replies

Panel schedule - Load summary automatic and some questions about classification and demand factors

HVAC-Novice
Advisor
Advisor

i saw in template options there is a way to show connected loads that seems to total up the classified loads:

HVACNovice_0-1703102697941.png

 

but in the schedule editor it seems I would have to add each potential field of all potential classifications:

HVACNovice_1-1703102766182.png

since I would add text to say what load it is, that still would show up.

 

Is there any way to automate that so it automatically populates those parameters? Like if I have a crane load added, it automatically will show that even when I didn't manually select crane load? 

 

And it seems in a family I can arbitrarily create and name categories and edit demand parameters. But this also can be set in the Electrical settings. Which one will be used or what is the best strategy? and how do I import those classifications and demand rules into the family? 

 

Revit version: R2025.3
0 Likes

Panel schedule - Load summary automatic and some questions about classification and demand factors

i saw in template options there is a way to show connected loads that seems to total up the classified loads:

HVACNovice_0-1703102697941.png

 

but in the schedule editor it seems I would have to add each potential field of all potential classifications:

HVACNovice_1-1703102766182.png

since I would add text to say what load it is, that still would show up.

 

Is there any way to automate that so it automatically populates those parameters? Like if I have a crane load added, it automatically will show that even when I didn't manually select crane load? 

 

And it seems in a family I can arbitrarily create and name categories and edit demand parameters. But this also can be set in the Electrical settings. Which one will be used or what is the best strategy? and how do I import those classifications and demand rules into the family? 

 

Revit version: R2025.3
17 REPLIES 17
Message 2 of 18
HVAC-Novice
in reply to: HVAC-Novice

HVAC-Novice
Advisor
Advisor

OK, I figured out part:

HVACNovice_0-1703105776020.png

How do I make it only show the rows that actually have a value? and not all the empty rows (highlighted)? 

 

HVACNovice_1-1703105837256.png

 

Revit version: R2025.3
0 Likes

OK, I figured out part:

HVACNovice_0-1703105776020.png

How do I make it only show the rows that actually have a value? and not all the empty rows (highlighted)? 

 

HVACNovice_1-1703105837256.png

 

Revit version: R2025.3
Message 3 of 18
sragan
in reply to: HVAC-Novice

sragan
Collaborator
Collaborator

I'm not sure what you have done to get all those blank lines.   I usually have the schedule show "Only Loads that are Connected" and then it doesn't show a bunch of rows with "0's".

I'm not sure what you have done to get all those blank lines.   I usually have the schedule show "Only Loads that are Connected" and then it doesn't show a bunch of rows with "0's".

Message 4 of 18
HVAC-Novice
in reply to: sragan

HVAC-Novice
Advisor
Advisor

The schedule editor seems to be straight forward. check load summary in general settings, and only connected loads in Loads summary

HVACNovice_0-1703204659242.png

HVACNovice_1-1703204707698.png

but it shows me as many rows in the real schedule as it shows in the schedule editor. I couldn't find some other setting that would change this. 

 

 

 

 

Revit version: R2025.3
0 Likes

The schedule editor seems to be straight forward. check load summary in general settings, and only connected loads in Loads summary

HVACNovice_0-1703204659242.png

HVACNovice_1-1703204707698.png

but it shows me as many rows in the real schedule as it shows in the schedule editor. I couldn't find some other setting that would change this. 

 

 

 

 

Revit version: R2025.3
Message 5 of 18
HVAC-Novice
in reply to: HVAC-Novice

HVAC-Novice
Advisor
Advisor

I still have the same issue. but I also came across this issue that the total load is wrong (in my case 10 kVA shown as opposed to 23 kVA!!!).

Maybe something is just screwed up in Revit. 

Revit version: R2025.3
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I still have the same issue. but I also came across this issue that the total load is wrong (in my case 10 kVA shown as opposed to 23 kVA!!!).

Maybe something is just screwed up in Revit. 

Revit version: R2025.3
Message 6 of 18
dbutts7
in reply to: HVAC-Novice

dbutts7
Collaborator
Collaborator

Are you assigning the Load Classification/Demand Factor to the connector in the families? The preloaded list usually includes all of the ones defined in the project and should include them in the panel schedule as they are used.

 

Can you post the project you are working on?

 

thanks - db

David A. Butts

Virtual Design and Construction Manager - Kimley-Horn

Revit Certified Professional/Autodesk Certified Instructor

Revit, AutoCAD Architecture, MEP, Plant 3D, BIM Collaborate Pro Subject Matter Expert

The MEP BIM/CAD Engineer Blog

EESignature

Are you assigning the Load Classification/Demand Factor to the connector in the families? The preloaded list usually includes all of the ones defined in the project and should include them in the panel schedule as they are used.

 

Can you post the project you are working on?

 

thanks - db

David A. Butts

Virtual Design and Construction Manager - Kimley-Horn

Revit Certified Professional/Autodesk Certified Instructor

Revit, AutoCAD Architecture, MEP, Plant 3D, BIM Collaborate Pro Subject Matter Expert

The MEP BIM/CAD Engineer Blog

EESignature

Message 7 of 18
HVAC-Novice
in reply to: dbutts7

HVAC-Novice
Advisor
Advisor

Yes, the classification is assigned in the family. I didn't see a way to assign it in the project. 

 

Are you saying the panel schedule load summary will show as many rows as there are load classifications in the project (from families, or from the electrical settings)? I was hoping it would only show rows for actual classes connected to that panel. 

 

My project is 170MB and it says 71MB is maximum size. 

Revit version: R2025.3
0 Likes

Yes, the classification is assigned in the family. I didn't see a way to assign it in the project. 

 

Are you saying the panel schedule load summary will show as many rows as there are load classifications in the project (from families, or from the electrical settings)? I was hoping it would only show rows for actual classes connected to that panel. 

 

My project is 170MB and it says 71MB is maximum size. 

Revit version: R2025.3
Message 8 of 18
HVAC-Novice
in reply to: HVAC-Novice

HVAC-Novice
Advisor
Advisor

I got closer to show the load summary properly. My solution was to delete the additional rows in the schedule editor. By default ti shows 20 or so rows and I deleted all but the top row:

HVACNovice_0-1704995567299.png

 

One wrinkle is that borders around the cells don't work if I have more than one load classification on that panel:

 

HVACNovice_1-1704995643916.png

 

And yes, I tried applying the borders. Do the borders work for anyone for this? what am I missing? 

 

 

Revit version: R2025.3
0 Likes

I got closer to show the load summary properly. My solution was to delete the additional rows in the schedule editor. By default ti shows 20 or so rows and I deleted all but the top row:

HVACNovice_0-1704995567299.png

 

One wrinkle is that borders around the cells don't work if I have more than one load classification on that panel:

 

HVACNovice_1-1704995643916.png

 

And yes, I tried applying the borders. Do the borders work for anyone for this? what am I missing? 

 

 

Revit version: R2025.3
Message 9 of 18
sragan
in reply to: HVAC-Novice

sragan
Collaborator
Collaborator

Borders seem to be a little iffy if you delete the outside rows.  

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Borders seem to be a little iffy if you delete the outside rows.  

Message 10 of 18
HVAC-Novice
in reply to: sragan

HVAC-Novice
Advisor
Advisor

I tried to remove the load summary, and the re-apply. but it now doesn't give me the 20 or so rows. I basically gives me what i had before after deleting the useless rows.

 

I probably should have deleted the top 19 (and not the very bottom) row. Looks like a little bug what they did, IMHO. 

Revit version: R2025.3

I tried to remove the load summary, and the re-apply. but it now doesn't give me the 20 or so rows. I basically gives me what i had before after deleting the useless rows.

 

I probably should have deleted the top 19 (and not the very bottom) row. Looks like a little bug what they did, IMHO. 

Revit version: R2025.3
Message 11 of 18
dbutts7
in reply to: HVAC-Novice

dbutts7
Collaborator
Collaborator

Sorry for the lates response - the panel schedule load classification area should only show LC's that are actually assigned. It won't include anything that doesn't have an associated circuit or value.

David A. Butts

Virtual Design and Construction Manager - Kimley-Horn

Revit Certified Professional/Autodesk Certified Instructor

Revit, AutoCAD Architecture, MEP, Plant 3D, BIM Collaborate Pro Subject Matter Expert

The MEP BIM/CAD Engineer Blog

EESignature

Sorry for the lates response - the panel schedule load classification area should only show LC's that are actually assigned. It won't include anything that doesn't have an associated circuit or value.

David A. Butts

Virtual Design and Construction Manager - Kimley-Horn

Revit Certified Professional/Autodesk Certified Instructor

Revit, AutoCAD Architecture, MEP, Plant 3D, BIM Collaborate Pro Subject Matter Expert

The MEP BIM/CAD Engineer Blog

EESignature

Message 12 of 18
dbutts7
in reply to: HVAC-Novice

dbutts7
Collaborator
Collaborator

Don't delete the LC rows in the template - that sets the maximum number of listed load classifications. The default templates have about 10-20 in them based on the template/sample projects, but the schedule should shorten this up to only show what is used.

David A. Butts

Virtual Design and Construction Manager - Kimley-Horn

Revit Certified Professional/Autodesk Certified Instructor

Revit, AutoCAD Architecture, MEP, Plant 3D, BIM Collaborate Pro Subject Matter Expert

The MEP BIM/CAD Engineer Blog

EESignature

Don't delete the LC rows in the template - that sets the maximum number of listed load classifications. The default templates have about 10-20 in them based on the template/sample projects, but the schedule should shorten this up to only show what is used.

David A. Butts

Virtual Design and Construction Manager - Kimley-Horn

Revit Certified Professional/Autodesk Certified Instructor

Revit, AutoCAD Architecture, MEP, Plant 3D, BIM Collaborate Pro Subject Matter Expert

The MEP BIM/CAD Engineer Blog

EESignature

Message 13 of 18
HVAC-Novice
in reply to: dbutts7

HVAC-Novice
Advisor
Advisor

I'll try in the next project again.

 

For me the problem was that it showed all the empty rows. But after deleting them in the template, it automatically shows as many as are connected to that panel. 

Revit version: R2025.3

I'll try in the next project again.

 

For me the problem was that it showed all the empty rows. But after deleting them in the template, it automatically shows as many as are connected to that panel. 

Revit version: R2025.3
Message 14 of 18
sragan
in reply to: HVAC-Novice

sragan
Collaborator
Collaborator

Yea, to me, the large size of the panel schedules on a sheet are a problem.   And there doesn't seem to be any way to trim them down to the size I woudl like to see them without running into problems, like the borders not working right.

 

There always seems to be a ton of space at the top of the schedule too, and I've never been able to trim it down to anything reasonable.   

Yea, to me, the large size of the panel schedules on a sheet are a problem.   And there doesn't seem to be any way to trim them down to the size I woudl like to see them without running into problems, like the borders not working right.

 

There always seems to be a ton of space at the top of the schedule too, and I've never been able to trim it down to anything reasonable.   

Message 15 of 18
PerryLackowski
in reply to: dbutts7

PerryLackowski
Advocate
Advocate

Is there a way to get the <Load Classification> rows added back in if they have all been deleted by others?

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Is there a way to get the <Load Classification> rows added back in if they have all been deleted by others?

Message 16 of 18
fabiosato
in reply to: PerryLackowski

fabiosato
Mentor
Mentor

Hello,

 

Go to Edit panel schedule template, and in Set template options, check Loads summary.

 

fabiosato_0-1717168679644.png

 

Fábio Sato
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Hello,

 

Go to Edit panel schedule template, and in Set template options, check Loads summary.

 

fabiosato_0-1717168679644.png

 

Fábio Sato
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Message 17 of 18

PerryLackowski
Advocate
Advocate
We already have a load summary, but we've picked specific load
classifications to appear in our schedule. I tried toggling the summary on
and off, but it keeps the changes that we made, and offers no obvious way
to bring back the dynamic listing alternative. It seems like the
Classification> option should be something you could add back from the Add
Parameter drop-down.
0 Likes

We already have a load summary, but we've picked specific load
classifications to appear in our schedule. I tried toggling the summary on
and off, but it keeps the changes that we made, and offers no obvious way
to bring back the dynamic listing alternative. It seems like the
Classification> option should be something you could add back from the Add
Parameter drop-down.
Message 18 of 18
fabiosato
in reply to: PerryLackowski

fabiosato
Mentor
Mentor

Hello,

 

Did you try this option?

fabiosato_0-1717294394080.png

 

Fábio Sato
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Did your question get successfully answered? Then click on the ACCEPT SOLUTION button.

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Hello,

 

Did you try this option?

fabiosato_0-1717294394080.png

 

Fábio Sato
Did you find this post helpful? Feel free to Like this post.
Did your question get successfully answered? Then click on the ACCEPT SOLUTION button.

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