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How to Create a Door & Window Schedule for a Building Permit — Transcript

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0:00[Music]
0:02In this lesson of drawing a residential
0:04building permit set, we're tackling
0:05detailed opening schedules, the windows
0:07and doors that can make or break your
0:09approval. I'll show you how to use
0:10Rayon's block library, draw custom
0:12blocks, and format schedules like a pro.
0:14And by the end of it, you'll have a
0:15polished door and window schedule ready
0:17for submission. Let's dive in. Welcome
0:19back to drawing a residential building
0:21permit set. I'm Chris, an architect
0:23based in the UK. And in this lesson,
0:25we'll be focusing on detailed opening
0:27schedules, a crucial component of any
0:29permit set. These schedules clearly
0:31document which windows and doors are
0:32being added or replaced, ensuring that
0:34your design complies with municipal
0:36requirements. Because exterior
0:38modifications often fall under strict
0:40regulations, opening schedules are not
0:42only best practice, they're also
0:44frequently mandatory for approval. In
0:46this session, we'll expand the detail
0:48and rigor of our permit set, building
0:50toward a complete and approvable
0:51package. Together, we'll be covering
0:54leveraging Rayon's extensive block
0:56library, over 10,000 blocks with front,
0:58top, and side views to create
1:00professional schedules, drawing custom
1:02opening blocks to match project specific
1:04needs, best practices for organizing and
1:07formatting schedules, and enriching
1:09blocks with metadata to generate
1:11accurate and automatic tables. By the
1:13end of this lesson, you'll have a
1:14polished door and window schedule with
1:16the level of precision and documentation
1:18that municipalities expect. Everything
1:21will be demonstrated in Rayon Design, a
1:23browser-based design platform that I've
1:25used to create this entire course. Rayon
1:27takes you seamlessly from initial
1:28sketches through to professional permit
1:30sets. It's free to use, so if you
1:32haven't already, set up your account at
1:34rayon.design. Download the free permit
1:36set template linked below. Follow along
1:38by customizing the free template below
1:40to your own project. If you'd like more
1:42personalized guidance, you can also book
1:43a one-to-one demo through the link in
1:46the description. And finally, don't
1:48forget to like, comment, and subscribe
1:50for more lessons in this series, as well
1:52as future tutorials. Let's dive in.
1:54Okay, so here's where we left off last
1:57time. So, we have all our sheets. We
1:59have our um front cover, our legend, our
2:02site plan, then we've got our proposed,
2:04and our existing floor plans. Um, and
2:07then, if you remember in the last
2:08lesson, we looked at the elevations and
2:10sections. So, this is all within the
2:13paper canvas. And I'm going to create a
2:15new model canvas for our windows and
2:18doors. So we'll go up to the left here,
2:20go to canvases, create a new model
2:22canvas.
2:24Windows and doors.
2:27Okay. And I want to bring in a view of
2:30the floor plans to start with. So we'll
2:32go to layers, we'll go to view, we'll go
2:35to existing and proposed plans. And you
2:38can see here that creates my window. And
2:42if I double click in there, I have my
2:45proposed ground floor and my proposed
2:47first floor. So we'll make sure they are
2:50one to one. And then I will command and
2:53drag. So that's our ground floor. I just
2:56copy across for our first floor. We then
2:59want to start tagging our windows and
3:01doors. So that's basically giving them
3:03an ID number. So a reference number so
3:07we understand which door we're talking
3:08about rather than saying oh you know the
3:10door that's next to this thing or that
3:11thing. They just have an ID number which
3:13is the way we do things in terms of best
3:15practice. So we can go to blocks. We can
3:17go to libraries. Um again we'll go down
3:20to uh title blocks and annotations.
3:24We'll find a tag and we can drag that
3:26in. Just scale it up. I'll just change
3:30the color of this. So I can go into the
3:32block. I can click the lines and I can
3:35change the style. So maybe I'll make
3:38these kind of a bright blue color
3:43with the color set. I'll just create a
3:45new layer called tags. I will place
3:50that on the tag layer. And then we'll
3:53just populate these next to each and
3:56every door and window.
4:00Okay. And then you'll notice if you
4:02click on the block itself, it has an
4:04instance property already within it. So
4:07you have a tag name and a tag number. So
4:10I can change the tag name um to D for
4:13door or W for window and then I can
4:16change the number depending on which
4:17instance of the door it is. So we could
4:20start with D1 over here. We could then
4:22say maybe the front door is D2,
4:26that door is D3, D4, D5, and so on. And
4:31I can do exactly the same thing with the
4:32windows. So we can change the D to a W
4:37and then W1,
4:40W2,
4:42W3,
4:44W4,
4:46and so on. So now you've tagged all of
4:48your windows and doors. each is
4:50identified by a separate um name and
4:52number. So with all those windows and
4:54doors tacked um we're now going to
4:57decide which are being replaced and
4:58which are being retained um because they
5:01will have a different um reference
5:03point. So for the project we are
5:05proposing to change all external windows
5:08and doors and that's to increase their U
5:10value. So at the moment they're just old
5:12single glazed um timber frame windows
5:15and we're looking to increase the
5:17thermal properties and introduce double
5:19glazing to those. So we know all the
5:21external windows and doors are going to
5:23be replaced. Um and then internally
5:25we've decided that the ground floor
5:27internal doors are staying as is. Um and
5:30the upstairs that's where we're
5:32introducing new windows and doors. So in
5:34terms of what we're trying to
5:35communicate, we don't need to reference
5:37out those ground floor doors because
5:39they're just staying as is. So a note
5:40will do. In creating our plans, we've
5:42used the rayon block library. So those
5:45are windows and doors that have been set
5:46up with not only a plan view, but a
5:48section and elevation view already set
5:50up. So I'm just going to show you how
5:52they work. So if we look back into my
5:54blocks, so these are the blocks that are
5:56populated within the model, we can see a
5:58number of the windows and doors that
6:00have been used. And any of the elements,
6:02any of the blocks that have that little
6:03purple symbol next to them, they have a
6:06front and side view. So take this one
6:07for example, the single casement. I can
6:09just drag and drop this here to show you
6:11what I mean. So, I've got the plan view
6:13there, but I also have an elevation view
6:17as well and a section view. So, that's
6:20the intent behind the window. We can see
6:22that plan, section, elevation without
6:24having to draw anything. That's just
6:26drag and drop into our drawing sheet.
6:29Exactly the same thing with the door. We
6:31can just drag that door in. And you can
6:33see there the purple icon. I also have
6:35an elevation
6:37and a section view of that door already
6:40set up. So again, as standard,
6:42everything is drawn for you. You just
6:44then need to communicate dimensions or
6:46the design intent. Okay. Now that we've
6:48explored the ray on block library, let's
6:49take a look at how we can create a
6:51custom opening block to match our
6:52project specific needs. So in this
6:54project, for example, we have a curved
6:56bay window at the front. I'll just jump
6:58back and show you. We have this curved
7:00bay window which obviously in plan has
7:02that curve to it and in elevation has a
7:04series of faceted panels. Now obviously
7:06in plan we can create our own block for
7:09that purpose and I want to show you how
7:10we do that. So a block for all intents
7:12and purposes is just a collection of
7:14information. So we can draw a couple of
7:16curves for example. So let's just trace
7:20um our current window outline. We can
7:24offset create the thickness of the
7:26window. Say uh 50 mil the other way.
7:34So in plan that's our very basic window
7:36form. If I highlight that and then right
7:39click I can turn that into a block and
7:40that means I can use it across the
7:42model. Then with that block created I
7:44want to right click and go to edit. Now
7:46you can see that little circle that
7:48little white one in the center. That's
7:49my insertion point. So at the moment
7:51that's a spot insertion point. That
7:53means it just it comes in the insertion
7:55point is central to that block to make
7:57it cut through a wall which is obviously
7:59what a window and door does. They're
8:01hosted in the walls. We can change it to
8:03a segment. So I can then set my segment
8:06on my center line like that. And then I
8:08will show you if I draw a wall and then
8:11I even just drag this into that
8:14position, align it centrally. That's now
8:16cutting through my wall. So that
8:18obviously now is acting as a window just
8:20like any of the standard windows within
8:22the block library and that's cutting
8:24through our wall. So and exactly the
8:26same with the elevation. So I've just
8:28brought the line work in for that bay
8:30window. I can highlight that line work.
8:32I can select block and then you'll see
8:35it appear in my block library on the
8:36left hand side. I can even rename that
8:38and call that you know bay window and
8:42then that could be used on another
8:43project say and even with this I can say
8:46what type of view it is. So top, front
8:48or side. And similarly with the plan, I
8:50can go to the block there. I can rename
8:53that bay
8:55plan
8:57and then select that as the top view.
9:01And then exactly the same thing with the
9:02section. So you know just like we drew a
9:05section with our guidelines.
9:16So we can draw a very basic section and
9:19again turn that into a block. So you can
9:21see that there I can rename as bay
9:24window section and then set that as a
9:28side view. So in essence I'm basically
9:30creating a set of information that sits
9:32parallel to my standard window blocks or
9:35door blocks. And with those drawn I can
9:37then share them amongst the rest of my
9:39team for different projects. For
9:41example, so say you were working on a
9:43proposed building um and you designed a
9:46certain window, you know, you knew all
9:47the sort of manufacturers's information.
9:49It all worked really well for you. That
9:51could then be set within a block and
9:53then you could implement that across
9:54multiple projects. So that's the base
9:56information created. Now let's look at
9:58creating a schedule to clearly convey
10:00our windows and doors. We'll be
10:02following the best practice for
10:03organizing and formatting these
10:05schedules. So let's get started. Okay,
10:07with those drawn, we now want to create
10:09a schedule. So, it's going to be a
10:11visual schedule, one that shows um
10:13illustratively the design intent behind
10:15the window. So, like we've got the plan
10:16section and elevation, but we also want
10:18to be able to um show the tag, the
10:21title, which distinguish it as a
10:23separate element, and also the
10:24specification. So, things like the
10:26opening, the material, and the finish.
10:28So, I want to start out by drawing a
10:30frame around my element. And we'll
10:33create a series of frames. In essence,
10:36we'll create a title and then we'll
10:38create a series of subheadings.
10:46In terms of our tag, that will be the
10:49same as we've got the window and door
10:50tags. Um, so we'll create just a piece
10:54of text.
10:56We'll call that W1 as an example. Um,
11:01I'll make that slightly larger. I'll set
11:03a style. We also call that heading for
11:05example.
11:07And again we'll have a title. So we'll
11:10call that bay window. So that's really
11:12just a description about um what it is.
11:16Uh and then we'll have some subheadings.
11:18So again I'll change um the style. Maybe
11:22make that smaller again. Create a sub
11:25heading
11:26style. Copy those down. And we'll have
11:30something like uh opening. So that
11:33describes, you know, how the thing
11:34opens. Frame glass. So if or if there
11:39isn't glass finish, and then we'll have
11:42hardware. So hardware is the the hinges
11:45um or the handles. So those are our
11:47subheadings. And then whatever that is
11:49will appear in those those next um
11:52column. So this is where it gets
11:53interesting. So we want to have metadata
11:56and that allows that block to be able to
11:59be edited. So you can change it for that
12:02change specification. So we can if we
12:05make this whole thing a block including
12:08the frame create a block and then that
12:11allows us to have instance properties.
12:13So we're going to add a property. So I
12:15can add um tag for example um and that
12:19will be a text type. We'll save that.
12:23Then I can go into my block and I can
12:26click on my tag.
12:28I'll double click on that text um and
12:30instead of it just being um a dumb piece
12:33of text, you know, just a written out
12:35element, I can add a variable. So then
12:37go to instance and then I can find my
12:40tag. So that then will replace it with
12:42this little instance element. So we
12:45create done
12:47again and then you'll see there on the
12:50right hand side that tag I can now fill
12:53it in from there. And that means that
12:57say I duplicate this framework. So for
13:01my next window or door, instead of it
13:03adjusting my original um block and
13:06changing that, it can then change to D1
13:10for example. So you're making the
13:12framework um smart. And I can do exactly
13:15the same thing with all of the rest of
13:17my parameters. So I can click on my
13:19block. I can add um uh name for example
13:25and then I can add all of these open
13:27things. So opening
13:30frame
13:32glass
13:34finish
13:36and hardware and then go back and plug
13:39that into those text elements. So again,
13:43go back in here, find my instance, find
13:46the um title or name, and then the same
13:50with the um openings.
13:54So again, just change that text to the
13:57tag, and then you'll see it disappear,
13:58and I'll show you where it goes in a
14:00second.
14:01Okay, so that's been completed. And now
14:03I can then fill in the information on
14:06the instance properties rather than
14:08directly into the block. So the frame we
14:11could say is a uh softwood
14:15timber.
14:17The finish is something like semig gloss
14:22brow 904.
14:24Hardware
14:25uh stainless steel
14:28hinges and handles
14:32glass double glazed units. You know, I
14:36could tell a U value, for example,
14:38opening uh top hung top hung opening.
14:43Um, and then we've got the title, which
14:45is bay window. And you can see there
14:49that some of those um, uh, text elements
14:52are overhanging the area. So, we just go
14:55back in here, select that, and then we
14:57can drag over that zone. But the great
15:01thing is is that I can adjust that um,
15:03as I see fit. So if I wanted to add
15:06something to that, so double glazed
15:11units with ceramic frick for example.
15:15Yeah, I just adjust that there and then.
15:17So that sits as a block, you know, I can
15:20see it in my block library down here.
15:24Um, and then I can use that as a
15:26framework moving forward. So again, I
15:28can move it over here.
15:30I'll just move my example door. And then
15:33I can change those elements and say okay
15:36the frame now is a hardwood frame for
15:39example and the finish is stained timber
15:43veneer. The tag is now D one. The
15:48hardware are concealed
15:52hinges.
15:55Glass it's not applicable cuz it's a
15:57solid timber door. Opening side hung.
16:02Uh, and we'll call that internal door.
16:07So, it basically gives us a framework to
16:09be able to fill out that's standardized
16:12across the project. And again, you can
16:14use this, you can set it up in your
16:16office, set it as a standard block, and
16:18then it can be just implemented
16:20throughout multiple projects. Okay. So,
16:22I've just spent time um finalizing my
16:24schedule. So, you can see here that
16:26we've got all that information. We've
16:28got the plan, the section, the
16:30elevations, those dimensions. Um, and
16:32then we have all our information. So,
16:34our openings, our glass, our frame,
16:36finish, and hardware. Um, and basically
16:39I've identified each of the different
16:42windows across the project. Um, and
16:44depending how many repeats you have, you
16:47can decide on whether you have a type.
16:49So say this window um for example
16:51appeared multiple times, I would only
16:53draw it once and I would name it as a
16:55type um with multiple instances. But on
16:58this project we have a quite a lot of
17:00variety. Um so you can see all those
17:02here and exactly the same thing with the
17:05doors. So we've got the elevations and
17:07the plans, all the dimensions, and then
17:10all of that specification information as
17:12well. And because we've set all of those
17:14elements up as blocks, they've been
17:15incredibly easy and consistent to
17:18implement across the project. And that's
17:20what you want. You want clear
17:21formatting. You want that information
17:23clearly communicated, easily visually
17:26shown, um, so there's no ambiguity.
17:29Rayon also has smart properties that can
17:31be added onto blocks in order to avoid
17:33manual counting, summing, and listing of
17:36objects or square meters. For the next
17:38part, I will demonstrate how to add
17:39properties to a few of our opening
17:41blocks. For those of you that want to
17:42streamline this process, this is
17:44particularly recommended for large
17:46projects where procurement and takeoff
17:48reports can become very complex and
17:50manual mistakes can occur. When using
17:52properties in Rayon directly on blocks,
17:54it streamlines your schedule creation
17:56process. So, I've shown you metadata in
17:59terms of the blocks that we're using for
18:02um the window and door schedule, but I
18:04want to show you that you can implement
18:05metadata to the actual blocks of the
18:08windows and doors themselves. And this
18:10is really really important if you're
18:11working on a large project for example,
18:13you want to count loads of things, you
18:15know, you want to avoid um mistakes, you
18:18know, people doing it manually. This is
18:19a really great thing to do. So I can
18:21jump back into my existing and proposed
18:23plans. Um and I'll show you these ones
18:25as an example. So the doors here, as an
18:28example, the block that's been submitted
18:32is a door EU70. So that's a standard
18:35rayon door. So we can look at that. We
18:37have that front view. they have that
18:38side view and you can see here if I
18:40double click on the block you can see
18:42those custom properties on the right
18:44hand side so at the moment there's view
18:46um standards whether it's an EU or a US
18:49door um whether it appears on a model
18:51canvas or a paper canvas um but you also
18:53have things like brand so I could say
18:56what the manufacturer of that door was
18:59for example maybe we've got beautiful
19:01Italian doors from Lu Aldi and maybe we
19:05want to put the price in for example So
19:08we could put price
19:11and then we go to properties select
19:14price and we say
19:175,000
19:19um as an example. So that information
19:22will be present in any of those blocks
19:25where it's used multiple times. And
19:28exactly the same thing for the window.
19:30So we can select the window here. Again
19:33this is a standard window that's been
19:34used within rayon. can go into that
19:36block family um and I can add those
19:39elements into there. So a window
19:41manufacturer
19:43ideal combi for example um I can add a
19:47property again price
19:51and you can see that anytime that
19:53instance is created you have that
19:56metadata as well but what use is that
19:58metadata so we can go over here and
20:01where we have all our different elements
20:02so layers and blocks we also have tables
20:05and I can create a new table so I'm
20:08going to call that um windows and doors.
20:13And you can see here
20:15in our categories, it's it's basically
20:18looking at the model canvas, all of the
20:20stuff that's there, um and giving us a
20:23list of it. So, currently, it's listing
20:25out all the walls, all the zones, and
20:26all the block instances. So, all the
20:28block instances are the windows, the
20:29furniture, you know, anytime we've
20:31dragged a block onto that space. So,
20:33let's get rid of the walls and the zones
20:35and only show um the block instances. So
20:38now it's currently showing that we've
20:40got 479 different types of elements um
20:44different blocks within the canvases.
20:47This is obviously including you know
20:49furniture, trees um and doors and
20:51windows. Now a couple of things we can
20:53do. We can filter. So we can add a
20:55filter.
20:57So we can say it includes for example
21:01um window.
21:05So now it's only looking at windows for
21:07example. But we can also add new columns
21:10to that. So we can add um different
21:12elements from this metadata that we
21:14shown previously. Um so we can add price
21:18and we can add brand. So now you can see
21:21here that we have six instances of that
21:24same window that we've used across um
21:27the project. This is how much they are.
21:29This is how many of them are. And these
21:31are the brands. Um, so we could even,
21:33you know, group by the brand if we
21:35wanted to. So, say we had different
21:37brands across the project, you know, we
21:39could group all those together. And
21:40exactly the same thing with the doors,
21:42for example. So, we could um clear the
21:44filter and then add a filter in which
21:47includes um door example.
21:52And then you can see the number of doors
21:54that it's reading throughout the
21:56project. And this obviously all depends
21:58on how you set your model up, how
22:00consistent you are in terms of your
22:01naming, but it can be a really really
22:03powerful tool. And it's not just for
22:05windows and door schedules. Let me show
22:06you something else. So I can also create
22:08an area schedule for example or um it
22:11will communicate the um areas which are
22:14being listed throughout the building.
22:15Instead of looking at the categories um
22:17for the walls or the block instances, I
22:20can do it by zone. So there it lists out
22:22all of the zones which are appearing in
22:25the project and I can go there and add
22:28the area as um as a column. So the guest
22:31bedroom, the master bedroom, the kitchen
22:33dining. So that's reading those zones
22:35which are within the project. It's
22:38giving me the area schedule. And if I
22:40went back in for example, so we've got
22:41our master bedroom here. I could add a
22:44custom property um which was uh say
22:49finish for example. and we'll say uh
22:52timber planks.
22:56I can add a column to there for finish.
23:00And you can see there it then tells me
23:02what the material is. And this could be
23:03used for things like material takeoffs,
23:05which is obviously really helpful. Now I
23:07know now that there's exactly 14 square
23:10meters of timber blanks which are being
23:12used for the master bedroom. And exactly
23:14the same for the guest bedroom. I could
23:16add that zone property
23:18again. I could say it was timber
23:21planks and then I could even group by um
23:25the material and now it's giving me a
23:27sum of that total timber planks because
23:30it's being seen in both the guest
23:32bedroom and the master bedroom. So just
23:33to give an example, it has a whole raft
23:37of really powerful things which can
23:39really streamline your process and it's
23:41applicable for windows and doors. Um you
23:44can use it for furniture. So for things
23:46around procurement for example you could
23:47add metadata around the cost of
23:50elements. So you know the bed um the
23:52windows the dressing table you know
23:55whatever you want. You can add data can
23:57then be read by those tables. The other
23:59great thing about the tables is that you
24:00can export them. So you can export as a
24:03CSV or an Excel SX file and they can go
24:06to things like Excel. so you can use
24:08that data um moving forward throughout
24:11the project. With the schedules
24:12formatted and completed, let's get these
24:14onto our drawing sheets to finalize the
24:16submission. Okay, lastly, let's set the
24:19sheets up. So, um we'll jump back to our
24:21paper canvas. We've got all our drawings
24:23that were created last time. And I'll
24:24very quickly add new page, set that as
24:29an A3. Again, we can copy our title
24:32sheet across. I'm just going to set up a
24:35grid line to separate the page in half
24:38so I know everything is nicely aligned.
24:40So, first of all, we'll add in our two
24:42reference plans. So, from the existing
24:44and the proposed. So, I want to be able
24:46to see those in context with the
24:49schedule. And then I can add in my
24:52existing uh my window and door view.
24:56And again, I just want to crop this
24:58boundary. double click into there and
25:01find decent size to view these at. So I
25:05think maybe four on a page probably
25:08looks good. Now I'm less interested in
25:10the scale because this is really just
25:11about communicating the visual aspect
25:13and we have the dimensions on there. But
25:15in essence, I can then copy this across
25:18and take a view of those next pages. And
25:22obviously we can make sure everything's
25:23nicely aligned and set out. Um, but that
25:26means that if I go back into the
25:27drawings, make any changes to those
25:29schedules, make any changes to the
25:31elevation, um, those things will be
25:33updated on the sheets because I'm always
25:35looking back at those original views.
25:37Okay. And there you have it. We have all
25:39of our sheets neatly set out. We have
25:41our window and door tags. We have all
25:43that information that we were
25:45referencing. So, the opening, the glass,
25:46the frame, and the finish. Um everything
25:48is dimensioned um and neatly set out
25:51with our windows um and doors which
25:54clearly communicates the design intent
25:56and the specification for everything
25:57we're proposing to do. That brings us to
26:00the end of this lesson on creating
26:01detailed opening schedules for your
26:03residential building permit set. At this
26:05stage, your drawing should include clear
26:07and accurate door and window schedules,
26:09organized, formatted, and ready to meet
26:11municipal requirements. The next lesson
26:13is the last one for this course where
26:15we'll continue strengthening the permit
26:17package by adding final documentation
26:19and design details and finalize our
26:21documents so we have a complete set
26:23ready for approval. If you'd like to
26:25explore Rayon more deeply, don't forget
26:27you can access the free permit set
26:29template linked below or book a
26:31one-to-one demo for tailored guidance.
26:33And of course, if you found this
26:34helpful, please like, comment, and
26:36subscribe so you won't miss the upcoming
26:38lessons in this course. Thanks for
26:40joining me and I'll see you in the next
26:42and last session for this course.

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