Workflow: Select Fields for a Schedule

A workflow reference for common tasks related to schedules.

On the Fields tab of the Schedule Properties dialog (or the Material Takeoff Properties dialog), you can select the fields that appear in the schedule. The following table lists the tasks you can complete from this tab.

If you want to... then...
add a field to the Scheduled Fields list click a field name in the Available Fields box, and click Add. The order of the fields in the Scheduled Fields box shows the order in which they appear in the schedule.
remove a name from the Scheduled Fields list select it from the Scheduled Fields list, and click Remove.
move a field up or down in the list select the field, and click Move Up or Move Down.
add a custom field click Add Parameter, and select whether to add a project parameter or shared parameter.
modify a custom field select the field, and click Edit. In the Parameter Properties dialog, enter a new name for the field. Click Delete to delete a custom field.
create a field whose value is calculated from a formula click Calculated Value. Enter a name for the field, set its type, and enter the formula for it using existing fields in the schedule.

For example, if you want to calculate an occupancy load based on the area of a room, you could add a custom field called Occupancy Load that is calculated from the Area field. Formulas support the same mathematical functions as in the Family Editor.

create a field that is a percentage of another field click Calculated Value. Enter a name for the field, set its type to percentage, and enter the name of the field to take a percentage of.

By default, percentages are calculated based on the total for the entire schedule. If you set grouping fields in the Sorting/Grouping tab, you can choose one of those fields here. For example, if you group a room schedule by level, you can display what percentage of the total area of the level the room occupies.

add room parameters to a non-room schedule for Select Available Fields From, click Room. This changes the list of fields in the Available Fields box to a list of room parameters. You can then add those room parameters to the list of scheduled fields.
include elements from linked models select Include elements in links.