Sort and Group Fields in a Schedule

On the Sorting/Grouping tab of the Schedule Properties dialog (or the Material Takeoff Properties dialog), you can specify sorting options for rows in a schedule, and add headers, footers, and blank lines to sorted rows.

You can also choose to show every instance of an element type, or collapse multiple instances onto a single row.

You can sort by any field in a schedule except Count.

If you want to... then select...
specify a sort field a field for Sort By, and select Ascending or Descending. Select additional sort fields for Then By, if necessary.
add the sorting parameter value as a header for the sort group Header.

For example, you have sorted a window schedule by Family and Type. A header might read M_Fixed: (Family) 0406 X 0610 (Type).

add footer information below the sort group Footer. When you select Footer, you can select the information to display.
  • Title, count, and totals: Title shows the header information. Count shows the number of elements in the group. Both title and count appear left-justified below the group. Total shows the subtotal below a column that can have a total. Examples of columns having subtotals are Cost and Count. You can have totals calculated for these columns on the Formatting tab.
  • Title and totals: Displays title and subtotal information.
  • Count and totals: Displays both count values and subtotals.
  • Totals only: Displays subtotals only for columns that can have them.
insert a blank line between sort groups Blank Line.
itemize every instance of an element in the schedule Itemize every instance. This option displays all instances of an element in individual rows. If you clear this option, multiple instances collapse to the same row based on the sorting parameter. If you do not specify a sorting parameter, all instances collapse to one row.