COBie excel files can be imported to create schedules from the System, Type and Component tabs, so that data can be edited, validated and exported into other formats such as asset registers, CAFM exports and O&M manual equipment and materials schedules. It also provides the ability to push data back into Revit models.

 

Set up

It is assumed that site/project has been set up and a document created with the correct level of security. Contact the system administrator if this is not the case.

Within the document you will need add 3 No levels of forms

• Level 1 > System Branch
• Level 2 > System Heading
• Level 3 > Summary Schedule

 

Navigate to the document editor page.

In the document select the Document Name, right click and select Add > Blank Form to create a hierarchical table of contents.

 

Fig 02.1 - Editor page

 

 

 

To create the Level 1 hierarchy form, on the left hand table of contents menu:-

• Right click on the Document Name and select Add > Blank form 
• Select the System Branch form and add to the table of contents following the steps below.

 

Fig 02.2 Editor page - Add System Branch

 

 

Next add Level 2 hierarchy Form.

1. Right click on the "System Branch" and select Add > Blank form 
2. Select "System" form and edit the title as required.
3. Select "Add" to create and add to the Table of Contents.

 

Fig 02.3 - Editor page - Add System

 

 

Finally, create the Level 3 hierarchy form

1. Right click on the System" and select Add > Blank form 
2. Select "Schedule" form and edit the title as required.
3. Select "Add" to create and add to the Table of Contents.

 

Fig 02.4 - Editor page - Add Schedule

 

This completes the set up and allows the COBie data to be imported.