Formatting a Schedule

On the Formatting and Appearance tabs of the Schedule Properties dialog (or the Material Takeoff Properties dialog), you can specify various formatting options, such as column orientation and alignment, grid lines, borders, and font style.

Formatting Tab Options

If you want to... then...
edit the title that appears above a column in a schedule select a field to display it in the Heading text box. You can edit each column name.
specify the orientation of a column heading on a sheet only select a field. Then for Heading Orientation, select an orientation option.
align text in the rows under a column heading select a field, then select an alignment option from the Alignment drop-down menu.
format the units and appearance of numeric fields select a field, then click Field Format. The Format dialog opens. Clear Use project settings and adjust numerical formatting.

For more information, see Edit Label Unit Formats.

display subtotals for a numeric column in a group select the field, then select Calculate Totals. This setting is available only for fields that can be totaled, such as room area, cost, count, or room perimeter. If you clear the Grand Totals option on the Sorting/Grouping tab, no totals display.

For more information, see Adding Column Totals to a Schedule.

hide a field in a schedule select the field, then select Hidden field. This option is useful when you want to sort the schedule by a field, but you do not want that field to display in the schedule.
include the conditional formatting of a field on a sheet select the field, then select Show conditional format on sheets. The formatting will display on a sheet and print.
highlight a cell in a schedule based on a set of conditions select a field, then click Conditional Format. adjust the formatting parameters in the Conditional Settings dialog. For more information, see Formatting Cells Based on Set of Conditions in a Schedule....
Tip: You can show or hide any columns while in the schedule view. To hide a column, select a cell in the column, and then right-click. From the context menu, select Hide Column(s). To display all hidden columns, right-click in the schedule view, and select Unhide All Columns.

Appearance Tab Options

If you want to... then select...
display grid lines around schedule rows Grid lines, and then select the grid line style from the list. You can create a new line style if needed.
extend vertical grid lines into headers, footers, and spaces Grid in headers/footers/spacers.
display a border around the schedule Outline, and then select a line style from the list. The border displays when you add a schedule to a sheet view. If you clear this option, but the Grid lines option is still selected, the grid line style is used as the border style.
display the title of the schedule Show Title.
specify the font for the title text a text type from the Title text list. You can create a new text type if needed.
display the headers of the schedule Show Headers.
specify the font for the heading text a text type from the Header text list. You can create a new text type if needed.
specify the font for the body text a text type from the Body text list. You can create a new text type if needed.
display the scheduled fields as column titles Column headers. To create a different underscore line style, select Underline, and then select the line style from the list.
insert a blank row before the data rows Blank row before data. This option affects both the schedule segment on the sheet and the schedule view.