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.

Video: Select Fields for a Schedule

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add a field to the Scheduled Fields list click a field name in the Available Fields box, and click (Add Parameter). 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 Parameter).
Note: When you remove a combined parameter, the combined parameter is deleted. You must redefine it to use it again.
delete a combined parameter select it from the Scheduled Fields list, and click (Delete Parameter).
move a field up or down in the list select the field, and click (Move Up) or (Move Down).
combine parameters in a single field click (Combine Parameters). In the Combine Parameters dialog, select the parameters to combine, along with optional prefixes, suffixes, and separators.
modify a combined parameter select the field, and click (Edit Parameter). In the Combine Parameters dialog, make your changes, and click OK.
add a custom field click (New Parameter), and select whether to add a project parameter or shared parameter.
modify a custom field select the field, and click (Edit Parameter). In the Parameter Properties dialog, enter a new name for the field. Click (Delete Parameter) to delete a custom field.
create a field whose value is calculated from a formula click (Calculated Parameter). 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 Parameter). 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.