Skip to main content

Schedules 2.0: What's changed?

Schedules got a revamp and is even more powerful. Learn what's changed and how that may impact your existing schedules.

Updated today


What changed?

Schedules is where all products saved to a project are displayed. Products have been organized in different schedules, based on product divisions (e.g., Cladding, Windows, Wall Finishes, etc). In this update, we have merged all product categories, allowing you to see all products - from flooring to insulation - in one schedule. Want to see all approved products? Check! Need to create different views of products per room? Check! Want to organize all products by manufacturer? Check!

As part of this update, our team has reorganized how data is stored and organized in the backend and, as a result, there might be some impacts to existing schedules that we want you to be aware of.


Existing schedules: what you need to do

1. All list-type and number-type Acelab Default fields already added to existing schedules have been converted into Custom fields to avoid any data loss.

⚠️ What you need to do:

Add list-type and number-type Acelab Default fields back into your schedules. If you had made any changes (e.g. added an option to a list-type field), you will need to make the same changes again.

2. Attachment fields have been re-organized. Rather than one "Documents" column, we now have different fields for Performance Documents, Disclosure Documents, Certification Documents, Construction Details, Human Health Documents, Circular Economy Documents, and more!

⚠️ What you need to do:

The Document field you had added to your schedules no longer exists. Add the attachment-type fields that are relevant to your project to get back all the documents you need.

3. Text-type fields have been removed from existing schedules.

⚠️ What you need to do:

Add any text-type fields you need back into your schedules.

4. Existing category-based schedules and any views that have already been created can be found in the new views dropdown menu. For example, the old "Cladding" schedule now appears as Cladding - Default View.




Changes affecting existing and new schedules (no action required)

1. A new Default Field named "Category" has been created to enable filtering and sorting by product category. Read more about Fields

2. A new Views system replaced the previous "Schedules" dropdown. Read more about Views

3. All products saved or added to a project will appear in the All Products View and any custom views in which the products match the filters. Read more about Adding Products


Detailed description of changes to Schedules

Fields

  • Click the + sign to add fields

  • Select Custom fields, Default fields, and Revit fields

    • Expand or collapse sections for better visibility

    • Use the checkbox to “Hide Visible Fields” that have already been added to the schedule

  • New Default Field: "Category"

    • You can now add a custom field named Category that contains the category for each product

    • Use the Category field to filter and sort products by category

Views

  • Views Dropdown

    • A dropdown with views replaced the old schedules dropdown

    • Select existing or create new Shared Views and Personal Views

      • Shared View: visible to all collaborators

      • Personal View: visible only to the creator

    • Views appear alphabetically (A–Z)

    • Search views by:

      • View Name

      • Tag

      • Bundle Name

    • All Products View:

      • All Products View is a default view that serves as a master list of all products added to the project

      • Always a Shared View

      • Cannot be edited, renamed, deleted, or filtered

      • You can: sort, hide/show columns, adjust height, share, and export

    • Share Bundle Badge:

      • If a view is shared via bundle, the bundle name is displayed as a badge in the dropdown

    • Create New View:

      • New views are created as a duplicate of the current view

      • In the Create view pop-up, you may add:

        • Tag (optional, project-level only): will appears next to the view name in dropdown for better managing views

        • Notes field (optional, project-level only): Max 5,000 characters

        • Shared view toggle

Add Products

1. Add Product from Firm Library

  • When adding products from the Firm Library, you have the option to select both Acelab and placeholder products saved to your Firm Library

  • Use the search bar, filters, and product cards to locate products

    • Search Bar: search by manufacturer name, product name, product category, and product line

    • Filters

      • Product Category Filter: Use the new Category field to filter products

      • Manufacturer Filter: Narrow products down by manufacturer

2. Search by Manufacturer

  • Use the search bar to search for existing manufacturers

  • Add a new manufacturer if not found, or add a product placeholder

  • Use the Category filter when searching by manufacturer to narrow down the available products

    • Only categories relevant to the selected manufacturer are shown

      • Example: Searching "Andersen" enables the categories "Windows" and "Doors"

3. Add Placeholder Product

  • You must select a product category from Acelab’s predefined product categories

  • Select a manufacturer (optional)

    • Start typing and a dropdown menu will suggest manufacturers from Acelab's database

  • Add Product Name (optional)

    • If the selected manufacturer exists in Acelab, start typing a name and list of existing products will be displayed

      • The product category auto-updates to match that product

      • You will not be able to change the following fields:

        • Product URL field

        • Upload Image button

        • “Missing Product” checkbox

    • If no product match is found, you can select “Add a New Product” at the bottom of the dropdown

  • Add Product SKU (optional)


Detailed description of changes to SpecPlanner

Add Product from Project

  • Search by: Manufacturer name, Product name, Product category, Product line (if applicable)

  • Filters:

    • Product Category: New single-select filter and Shows categories from the current Project

    • Manufacturer: Existing single-select filter and shows manufacturers from the current Project

Add Placeholder Product

  • You must select a Product Category from Acelab’s predefined product categories

  • Select a manufacturer (optional)

    • Start typing and a dropdown menu will suggest manufacturers from Acelab's database

  • Add Product Name (optional)

    1. If the selected manufacturer exists in Acelab’s database:

      • As the you type the product name, Acelab will suggest existing products

      • If an Acelab product is selected:

        • The product category auto-updates to match that product

        • You cannot change the following fields:

          • Product URL field

          • Upload Image button

          • “Missing Product” checkbox

      • If no match is found, you can select “Add a New Product” at the bottom of the dropdown

  • Add Product SKU (optional)

Did this answer your question?