Creating or appending a schedule

When you create or append a schedule, it is created for a specific type of object, and can either be created on the screen or saved in a file.

If you have Microsoft Excel installed on your machine, the Use spreadsheet to create schedule option (on the Schedules page of the Drafting Options dialog), is selected by default and you will create embedded schedules automatically. If you do not have Microsoft Excel installed, or you do not want to create an embedded schedule, deselect the Use spreadsheet to create schedule option. For further details, see Creating an Embedded Schedule.

To create a schedule (without using Microsoft Excel):

  1. Ensure the Use spreadsheet to create schedule option, on the Schedules page of the Drafting Options dialog, is deselected.
  2. Select the specific type of object for which you want to create a schedule.

    You can choose one of the following:

    • assemblies
    • schedule
    • balloons
    • circles
    • workplanes
    • symbols/component
    • points
    • solids

    If your selection contains a mixture of objects, all the objects not required are ignored.

    If you select nothing, all objects in the graphics window are treated as selected.

  3. Click Annotation tab > Table panel > Hole. The Schedule Options dialog is displayed.

    The balloon-specific Text toolbar is also displayed, which can be used to edit the text in schedules.

  4. Use the Schedule Options dialog to select the type of schedule.