What is a Company Field?
Company Fields are fields created by your firm's admins at the company level. Once created, they can be added to any project schedule, giving your whole team a consistent set of columns to work with — things like Cost, Sustainability Rating, or Internal Notes.
Company Fields come in two types:
Company Field (Editable) — the field exists at the company level, but each project fills in its own value. For example, a "Cost" field where each project team enters the cost they negotiated.
Company Field (Not Editable) — the field is created and populated by your firm and appears read-only in all projects. Useful for standardized data like product certification status that should not vary by project.
Before You Begin
Only Company Admins and Creators can create and edit Company Fields.
Company Fields are created in the Firm Library, not inside individual projects.
Note: The company logo that appears in Company Fields is the same that has been uploaded to the Company Info page. To add/edit a company logo, click on your account/profile name o the top right-corner, navigate to Manage Account and select the Company Info tab. Learn more.
How do Company Fields Work?
Company Fields are in many ways similar to Project Fields:
They contain product data in one of the following data types:
Text
Number
Single-entry
Multi-entry
List
Single-entry
Multi-entry
Attachment
Single-entry
Multi-entry
They can be dragged and reordered in a Library or Project Schedule
They can be used to Sort or Filter products
However, Company Fields are special because once they are created at the company level (i.e. in the Library), they can be added to any project through the Add Fields button (just like Default Fields and Revit Fields). This ensures that company standards are consistent across projects.
Who Can Create or Edit Company Fields?
Only company collaborators (not project collaborators) with Admin or Creator permission levels can create and edit company fields. This is the same level of permission needed to add or edit any kind of fields in the Library.
How to Create Company Fields?
Navigate to the Library
Click on + Fields
Click to Add a New Field
Complete the fields
Field Type
Company Field (Not Editable)
Use this to create read-only fields. Data cannot be edited in Projects.
Company Field (Editable)
Use this to create fields that allows project collaborators to input data
Field Name
Add a name that clearly describes the data this field will contain
Data Type (select one)
Text
Number
List
Attached
Note: Field Type and Data Type cannot be edited once the field is created.
If creating a list type, add all options, select their colors, and choose whether more than one option can be selected
If creating a number type, select the number format and whether more than one number can be entered
If creating an attachment type, choose whether more than one document can be attached
Click Create Field
Once the field is created, it appears in the Library (Schedules). To add data to each product, click on the cell and:
for text fields, double-click to add text
for number fields, click the plus sign to add numbers
for list fields, click the plus sign to add options
for attachment fields, click the plus sign to upload documents
How to Edit Company Fields?
Note: Company Fields can only be edited in the Library by collaborators with Admin or Creator permission.
Click the down arrow next to the field header, and choose Edit Field.
Choose what to edit. Here are some things you can do:
Add a new name
If working with a List field, add, remove, or rename options and change their color
If working with a Number field, change the Decimal formatting
Change the behavior of the field (e.g. toggle on/off the option for multi-select)
From the down arrow you may also choose to sort or filter products by this field, and hide or remove the field
How to Add Company Fields to Projects?
Once a company field is created in the Library, it can be added to any project by collaborators with Project Admin or Creator permissions. Information in Not Editable fields will be automatically populated for products added to project. Information in Editable fields will not carry over from the Library to the Project and must be added in the Project.
To add a Company field:
Navigate to the Project
Click +Fields, or click the down arrow on the header of an existing field and select "Insert Left/Right"
Select from the list of Company Fields
The Field will be added
Add a product and see data in Not Editable Company fields be automatically populated
Add data for Editable fields as needed by clicking on the blank cells
Examples of Company Fields
You may create any fields needed to help your project teams understand and select company standards. Below are some examples of fields that might be helpful:
Standard
Type: List
Options: Best-in-class, Preferable, Basis of Design, Caution, Reviewing
Purpose: Determine the company standard for each product
Tags
Type: List
Options: Tier 0 Economy, Tier 1 BoD, Tier 2 Premium | Institutional, Residential | (Owner name) Approved
Purpose: Guide selection based on building type, owner, and more
Sustainability Notes
Type: Text
Purpose: Include notes from sustainability consultants for each product
Sustainability Rating
Type: List
Options: Gold, Silver, Bronze
Purpose: Indicate the sustainability rating for each product
Experience Notes
Type: Text
Purpose: Include notes about the experience using this product in past projects
Company Field Values and Custom Products
Company Field (Editable) values work the same way for Custom Products as they do for catalog products. If your project contains a Custom Product and you've added a Company Field (Editable) like "Cost," you can enter a value for that product just as you would for any other product in your schedule.
These values are stored at the project level — each project maintains its own value independently.
How Company Fields Differ from Custom Company Product Fields
It's worth understanding the distinction between these two types of centrally managed data:
Company Fields — columns you add to a schedule. The field is defined at the company level, but values are set per project by your team.
Acelab Fields on a Custom Company Product — field values set in the Firm Library that automatically propagate to all projects. These are read-only in project schedules (except MasterFormat Section, which can be overridden per project).
Tip: Use Company Fields when different projects need different values for the same attribute. Use Custom Company Products when you want field values to be locked and consistent across every project.