Analysis, Schedules, and Documentation
Analysis workflow
Energy and load analysis in Revit depends on a clean model: spaces or rooms placed and enclosed, a project location set, and analytical spaces/zones defined. Know the difference between heating and cooling load calculations, the role of the Systems Analysis tool versus third-party load tools, and that gbXML export requires enclosed volumes. Analytical models for duct and pipe pressure loss rely on correctly connected systems; disconnected elements are excluded. Traps include running analysis before setting project location or with unplaced spaces, and assuming a linked architectural model's rooms automatically become MEP spaces - they do not without space placement and naming.
Schedules
Schedules are queries over model data. Know how to add calculated values, filter by parameter, group and sort with headers and totals, and use the Schedule Keys (a schedule key drives parameters across many elements). A common trap: a parameter does not appear in a schedule because it is a project parameter not applied to that category, or the schedule's category is wrong. Material takeoff schedules are a separate schedule type. Embedded schedules and combined parameters appear in questions.
Documentation
Tags, legends, and annotation scale matter: tags read shared parameters only if the parameter is added to the tag family. Sheet setup, view placement, and view titles follow project standards. Rule of thumb: if a value is missing from a schedule, check category, parameter scope, and whether the schedule is filtering it out - in that order.