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Export Settings

Vellum’s Publisher allows you to push your carefully styled schedules out of the editor and into your deliverables. Whether you need native Revit Drafting Views for your sheet sets, PDFs for client review, or raw CSVs for database integration, the Export Settings panel gives you precise control over the output.

1. Drafting View Export

Section titled “1. Drafting View Export”

Converting Vellum schedules into native Revit Drafting Views for sheet placement.

When exporting to a Drafting View, Vellum translates your schedule’s typography, line weights, and dimensions into native Revit elements.

  • Settings (Metric / Imperial): Toggles the display units for sheet dimensions throughout the interface. Note: This does not change your underlying Revit project units.
  • Sheet Size & Orientation: Defines the physical bounding box for the Drafting View. Vellum uses this boundary to determine when a schedule has run out of space on a sheet.
  • View Scale: Sets the scale of the generated Drafting View (e.g., 1:100). This ensures your text heights and line weights translate correctly when the view is placed on a Revit sheet.
  • Split Schedule Rules:
    • Manual Split Behavior: Determines what happens when a schedule is manually broken. New Sheet will generate separate Drafting Views intended for consecutive sheets, while Same Sheet generates parallel columns intended to sit side-by-side on a single sheet.
    • Auto-Split to fit margins: When enabled, Vellum calculates the height of your rows and automatically splits the schedule before it exceeds the height of your selected Sheet Size.

2. PDF Document Export

Section titled “2. PDF Document Export”

Generating standalone PDF files directly from your Vellum schedules.

For external sharing and milestone submissions, Vellum can bypass Revit’s native sheet engine entirely and generate high-fidelity PDFs.

  • Paper Size & Orientation: Select the target paper size for the PDF printer. This determines the aspect ratio and physical dimensions of the exported document.
  • Scaling Options:
    • Fit All Columns on One Page: Shrinks the text and cell widths proportionally so the entire width of the schedule fits on a single sheet, regardless of how many columns exist.
    • Zoom 100%: Exports the schedule at its exact defined font and cell sizes. If it exceeds the page bounds, it will span multiple pages.
    • Fit to Page: Shrinks both columns and rows to ensure the entire schedule fits on a single piece of paper.
  • Center Content: Automatically calculates the remaining white space on the page and centers the schedule vertically and horizontally within the PDF margins.

3. MS Excel Export

Section titled “3. MS Excel Export”

Exporting raw data while preserving Vellum’s visual structure and formatting.

Unlike standard Revit Excel exports, Vellum allows you to keep the visual hierarchy of your schedules intact when moving data to a spreadsheet.

  • Export Title: Includes the main schedule title in the first row (A1) of the Excel spreadsheet.
  • Export Column Headers: Includes the standard parameter names directly above the data rows.
  • Include Grouped Column Headers: If you have created multi-tier headers in Vellum (e.g., grouping “Width” and “Height” under a merged “Dimensions” header), this setting preserves those merged cells in Excel.
  • Export Group Headers, Footers, and Blank Lines: Maintains the structural hierarchy of your schedule. If your Vellum schedule groups doors by “Level” with sub-totals and blank separator lines, Excel will replicate these rows exactly.

4. CSV Data Export

Section titled “4. CSV Data Export”

Generating lightweight, raw comma-separated values for database integration.

CSVs are the industry standard for pushing data into external databases, cost-estimating tools, or BI dashboards.

  • Formatting Toggles: These function similarly to the Excel export toggles, but apply to flat text. Note: CSV does not support merged cells; grouped headers will be flattened.
  • Field Delimiter: Select the character used to separate columns. While Comma is standard, European locales often require Semicolons, and specific database ingestions sometimes prefer Tabs.
  • Text Qualifier: Selects the character used to wrap cell values (e.g., "Double Quotes"). This is critical if your Revit parameters contain internal commas (like a description reading “Door, Fire Rated”). The qualifier prevents the CSV parser from mistakenly splitting that text into two separate columns.

5. The Export Queue

Section titled “5. The Export Queue”

Managing batch exports for multiple schedules simultaneously.

When you have a massive project, exporting one schedule at a time is inefficient. The Export Queue acts as your staging area for batch processing.

  • The Queue List: A drag-and-drop interface displaying all schedules staged for export. Click and drag the grip icon on the left to reorder how the schedules will be processed (this determines the order they will appear in combined PDFs or multi-tab Excel workbooks).
  • Save Set: Memorizes the currently selected group of schedules. This is incredibly useful for repetitive workflows, such as saving a “Weekly Deliverable Set” so you don’t have to manually stage the same 15 schedules every Friday.
  • Load Set: Recalls a previously saved batch of schedules into the queue.
  • Export: Executes the batch operation based on the currently active Export Format settings. The number in parentheses indicates the total count of schedules in the queue.