The Dashboard
Welcome to the Vellum Dashboard. If the Editor is your design studio, the Dashboard is your central command center. It is specifically designed to bridge the gap between your raw Revit database and your highly styled presentation documents.
The Dashboard allows you to organize thousands of schedules, track which ones have unsaved changes, and seamlessly stage them for publishing back into your Revit project.
The Dashboard Anatomy
Section titled “The Dashboard Anatomy”The interface is built to handle massive amounts of architectural data without feeling cluttered.
Try hovering over the different zones in the interactive diagram below to understand how the Dashboard is structured.
Dashboard Anatomy
Hover over the Header, Sidebar, Tabs, or Canvas to learn how the dashboard is structured.
Dashboard
Vellum-Traced
Door Hardware Matrix
Room Finish Schedule
1. Organization & The Sidebar
Section titled “1. Organization & The Sidebar”Vellum automatically reads your Revit model to build the sidebar navigation. It extracts the native Revit Categories (e.g., Doors, Rooms, Casework) and Schedule Types to create an intuitive folder tree.
- Smart Filtering: Clicking a category in the sidebar instantly filters your dashboard view.
- Global Search: The search bar allows you to instantly find a specific schedule by name across all categories.
- Sorting: You can sort your dashboard alphabetically (A-Z), by creation date, or by recently published.
2. Schedule Cards: Made vs. Traced
Section titled “2. Schedule Cards: Made vs. Traced”When browsing your dashboard, Vellum categorizes your active work into two distinct types of schedules:
- Vellum-Traced: These are existing schedules that already exist in your Revit model. Vellum “traces” the data and allows you to apply visual styles or add content without altering the underlying Revit structure.
- Vellum-Made: These are custom schedules created entirely within Vellum (via the “Create Blank Vellum” button). They allow you to combine multiple Revit categories or build custom data structures from scratch.
Hover over the cards below to see the quick-action toolbars, and click the Add to Publisher button to see how schedules are staged for checkout. Notice how the card with unsaved changes features a distinctive green visual indicator.
Create Blank Vellum
Build a multi-category or custom schedule from scratch.
Door Hardware Matrix
Room Finish Schedule
3. Raw Revit Data
Section titled “3. Raw Revit Data”Vellum does not force you to style every schedule in your project. The Raw Revit Data tab acts as your waiting room. It lists every schedule currently residing in your Revit model that has not yet been touched by Vellum.
When you are ready to enhance a native schedule, simply locate it in this list and click Create Trace.
Try clicking the column headers (Schedule Name, Status, Action) below to see how the data sorting behaves.
Schedule Name | Status | Action |
|---|---|---|
| Door Hardware Matrix | Vellum Traced | |
| Room Finish Schedule | Vellum Traced | |
| Lighting Fixture Schedule | Raw Data | |
| Furniture Schedule | Raw Data | |
| Plumbing Fixtures | Raw Data |
4. The Publisher Cart
Section titled “4. The Publisher Cart”As you manage your project, you will often need to publish multiple schedules simultaneously. Vellum uses an e-commerce style “Cart” system.
By clicking “Add to Publisher” on any schedule card, the item is added to your Publisher Cart—a floating action bar that appears at the bottom of your screen. Once you have staged all the schedules you need, clicking Checkout to Publisher securely packages the data and moves you into the final Publisher routing interface.