What are Company Fields?
Company fields are product data fields (i.e. columns) created at the company level, i.e. in a company's library. Once they are set up, they can be added to any project. Company fields will include the company logo on the header.
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.
There are two different types of company fields:
Editable Company Fields: Appear with no data once added to a project, but data can be filled in. The field structure cannot be edited in projects.
Not Editable Company Fields: Once added to a project, data is automatically populated and cannot be edited in the project. These fields are identified by a lock icon and are mostly used for company's official information to be shared consistently across projects.
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