Creating a General Notes Schedule

[DHerb2014]

I tried the Search feature for anything available for what appears to be a simple note schedule. Trying to create a General Notes schedule that has a variety of options in a column or menu. When adding notes to, say, a floor plan, all you do is individually select (e.g., "2x6 exterior walls w/R21 insulation...") This is added into some type of Keynote Schedule and populates as you select the next item. There would be a large number of these individual notes, and different ones would be used on different projects. As they're added into the schedule, they number themselves, and once you're finished, Send To Layout with appropriate scale.

 

I watched two videos on Schedules, but they weren't much help. Going to screen capture what this General Notes / Keynotes list would look like.

Keynotes Example X15 PDF.pdf

[TeaTime]

It sounds like you're looking for a "create schedule for selected objects" feature, which doesn't exist. At least not for general objects. The thing that can do exactly that is Notes. But it means you would have to place a text Note on or near each item you want to add to said schedule, manually add the Text for that object, then create a Note schedule that then references that note.

Here's a video that shows them in action: https://www.chiefarchitect.com/videos/watch/91/using-notes-note-schedules.html

Not exactly what you seem to be after but it's what we have to work with.

[DHerb2014]

Thanks for the info. It appears that this is not available in CA yet. Will have to do a workaround and appreciate the link to the vid.

[SHCanada2]

 

18 hours ago, DHerb2014 said:

When adding notes to, say, a floor plan, all you do is individually select (e.g., "2x6 exterior walls w/R21 insulation...")

Couldnt you just add your notes to the user library, and then drag them onto your plan as needed? only ones actually on the plan would then only show in the schedule

[DHerb2014]

You could continue to do this, but the numbering system would have to be done each time you drag them into the project. I was trying to find out if you could simply pick what you needed from a menu, drag them into a dialogue box, and they would populate and be numbered in order that you dropped them into the box.

[TeaTime]

Numbering can be easily adjusted on the Schedule just by dragging the rows around, I understand it's not automated by any means but it doesn't take much time or effort.

 

Maybe some day we'll get a more general "schedule from selected" feature, but for now we'll work with what we got.

[SHCanada2]

1 hour ago, DHerb2014 said:

drag them into a dialogue box, and they would populate and be numbered in order that you dropped them into the box.

 

 

I ran a little test and it appears this may work by using the user library in a specific sequence.. If you have no schedule on your plan, place a note from the user library on the plan, then place a schedule for the note on the plan. it shows up with 1, then add another library note to the plan, it shows up as 2, ....

 

The above doesnt work if you place the schedule after the dropping all the notes on. If you do that, the numbered order appears to be based on the original numbered order when I saved to the user library. i.e. I created 3 notes: text1,text2,text3 and added them to my library. On a new plan, If I put say text3 on the plan then text2, and then a schedule, text2 will be "1", and text3 will be "2".

 

But if I put text3 down, then a schedule, text3 will show as 1, and then if I put text2 down, it shows as 2, and then I put text1 down, it shows as 3

 

edit: also works if you put an empty schedule down first, then add the notes

 

 

 

 

[DHerb2014]

Jason, thanks for this info. This might be a good solution and will try it.

[PMMully]

In X16, did they add the capability to have multiple notes schedules? The feature overall is ok, but I would like to have a separate notes schedule per layout page or plan view. I get the workaround from Jason. I may just go back to leader lines or text boxes with my own notes symbols.

[Renerabbitt]

29 minutes ago, PMMully said:

In X16, did they add the capability to have multiple notes schedules? The feature overall is ok, but I would like to have a separate notes schedule per layout page or plan view. I get the workaround from Jason. I may just go back to leader lines or text boxes with my own notes symbols.

You can have as many note schedules as you like for as many custom note types as you like that display any way you like and include as many custom fields for those notes in schedule as you like
This has been around for a few versions now
Have any questions?

[PMMully]

19 minutes ago, Renerabbitt said:

You can have as many note schedules as you like for as many custom note types as you like that display any way you like and include as many custom fields for those notes in schedule as you like
This has been around for a few versions now
Have any questions?

I have made several custom schedules. I will need to look at this again. I recently went back to X14 for a customer plan. Added notes, dropped the schedule, and all was well. But I could only see one "general" notes schedule for the entire plan. I guess I must have missed a step.

[Renerabbitt]

12 minutes ago, PMMully said:

I have made several custom schedules. I will need to look at this again. I recently went back to X14 for a customer plan. Added notes, dropped the schedule, and all was well. But I could only see one "general" notes schedule for the entire plan. I guess I must have missed a step.

What are you trying to accomplish when you are specifying “general notes?” 
That is simply a note type. You can create new notes types. You can have new note types default to specific layers or rather have saved plan views use specific note defaults. You can create a new note type called general notes 2 if you like. I would need to know what your end goal is in order to understand 

[PMMully]

I get it now. I totally missed the level of notes schedules that was available out of the box, and that you could create your own. I guess I was so used to plan level schedules like Windows or Door, created for the entire plan. One day I am going to read that reference guide cover to cover. Thank you Rene.

 

So for example, a "Truss Connector Note Schedule", and all note numbering to be associated with that view and that view only, in this case the imported truss layout view and associated layer sets. Exactly what I want. I really like how it cleans things up.