Modify a Schedule

Modify and format schedules to improve readability and provide the specific information you need to document and manage the model.

Note: Graphical column schedules are a unique type of visual schedule that cannot be modified like standard schedules.

To modify a schedule

  1. Open the schedule (double-click its name in the Project Browser or click its tab).
  2. To make changes to the schedule, see the following table for instructions. Use the following guidelines:
    • To edit a cell, click in it. You can select a value from a list, if available, or enter text. As you add new values, they become available in the list. The currently active cell and row are highlighted to make it easy to find if you view a different part of the schedule and return to the cell you were editing.
      Note: Active row and cell highlighting does not apply to panel schedules.
    • To select a column, click a column index (the alphabetical cells between the title and header).
    • To enter carriage returns in a text cell, press Shift+Enter. Carriage returns display when you place the schedule on a sheet.
    • Note: For schedules grouped by type, changes to a type are propagated to all instances of that type within the project.
Modifying columns and rows
If you want to... then...
add a column to the body

select a cell or column in the schedule body. Click (Insert) on the Columns panel to open the Select Fields dialog, which functions like the Fields tab of the Schedule Properties dialog. Add new schedule fields and adjust the field order as needed.

Note: Inserting columns in panel schedule templates is different. Please review the specific tools for panel schedule templates for more information.
add a data row to a room schedule, area schedule, key schedule, space schedule, or sheet list select any cell. Click (Insert Data Row) from the Rows panel. The new row displays at the bottom of the schedule. Enter values as desired. This function is useful for defining elements before placing them in the model.
add an empty column to the title select a column to the left of where the column is to be added. Click (Insert) on the Columns panel to add a column to the right.
Note: Inserting columns in panel schedule templates is different. Please review their specific tools for more information.
add an empty row to the title

select a row in the header. Click (Above Selected) or (Below Selected) from the (Insert) drop-down menu on the Rows panel.

Note: Inserting rows in panel schedule templates is different. Please review the specific tools for panel schedule templates for more information.
delete a column select cells, then click (Delete Column).
delete a row select cells in one or more rows and click (Delete Row).
hide and unhide columns select a cell or column header, then click (Hide Columns). Click (Unhide All Columns) to reveal hidden columns.
Note: Hidden columns are not displayed in schedule views or on sheets. Values in hidden columns can be used for filtering, sorting, and grouping of the data in the schedule.
resize a row in the title section select one or more rows in the title section, then click (Resize Row) and specify a value in the dialog.
resize a column select cells, then select (Resize Column) and specify a value in the dialog. Select multiple columns to set them all to one size.
group column headings Group Column Headings
Modifying parameters and cell formatting
If you want to... then...
add a calculated value to a column select a column, then click (Calculated Value). In the Calculated Value dialog, specify the formula or calculation you want to use.
Note: Because calculated values are not assigned to a category, they cannot be reused. If you want to move the calculated value to a different cell, you must re-enter it.
add or change a parameter select a cell, and select a category and parameter on the Parameters panel. Changes in the table body affect the column. Changes in the title affect the cell.
Note: Parameters in the title section are shown in brackets to differentiate it from manually entered text.
add or edit a combined parameter select a column, then click (Combine Parameters). In the Combine Parameters dialog, edit the existing combined parameter or create a combined parameter to display in the currently-selected column.
create a parameter to add to the schedule use the Project Parameters dialog.
edit shading select one or more cells in the title section or entire columns in the data section, then click (Shading).
format the unit of measure select a cell, column index, or header, then click (Format Unit). Change the units or unit symbol and click OK.
hide and unhide columns select a cell or column header, then click (Hide Columns). Click (Unhide All Columns) to reveal hidden columns.
Note: Hidden columns are not displayed in schedule views or on sheets. Values in hidden columns can be used for filtering, sorting, and grouping of the data in the schedule.
horizontally align text in the rows under a column heading select cells, then select an alignment option from the (Align Horizontal) drop-down.
vertically align text in the rows under a column heading select cells, then select an alignment option from the (Align Vertical) drop-down.
insert a graphic in title section cells select one or more cells, then click (Insert Image) and specify the image file. This function is available for the title section in schedules.

Non-parameter cells in panel schedules will allow graphics.

merge and un-merge title cells select header cells to be merged and click (Merge). Select merged cells and click (Merge) again to separate merged cells.
override text system families select one or more cells in the title section or entire columns in the data section, click (Font). Adjust font, size, style and color. This function is available to schedule titles, columns, headers, and grouped headers.

Any cell can be edited in panel schedules.

resize a row in the title section select one or more rows in the title section, then click (Resize Row) and specify a value in the dialog.
remove cell formatting select cells or columns, then click (Reset). Conditional formatting will remain intact.
remove a parameter from a title cell select the cell, then click (Clear Cell).
combine parameters Combine Parameters in a Schedule