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Understanding Schedule Field Types

Learn about the different types of Default and Custom Fields in Schedules.

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In Schedules, you can build a variety of documents that are useful during the design and construction process, as well as documents that are required to complete deliverables.

To build these documents, you will add products, customize your views, and add fields.

Fields are displayed as columns that contain information about each product. There are two types of fields in Schedules: Default Fields and Custom Fields


Default Fields

Default Fields are any fields that contain data from Acelab's database. In general, these fields cannot be changed. The two exception are: the Product Field, and any fields that are lists.

When adding a Default Field, product data is automatically added to the schedule. The list of available Default Fields varies based on the Product Category of the Schedule.

For example, in a Windows Schedule, the Default Fields pertains to Windows data that is available, such as U-Value, SHGC, Height, Certification, Grid Types, and more. Default Fields include a small Acelab logo to the left of the field header, as shown in the image below.

Examples of Default Fields

Default Fields include, but are not limited to, the following:

  • Product: This field contains the name, image, and description of product(s) added to the project. You can also add products directly to the schedule by clicking on the + sign in this field.

  • Material: This field is automatically populated with the primary material of the added product.

  • Masterformat Section: This field is automatically populated with the Masterformat number of the each product.

  • Used in Projects: This field is automatically populated with the names of Projects where the product has been saved.

  • Fire Rating: This field is automatically populated with the fire rating value of the each product (if available).

  • Reps: This field is automatically populated with the name of manufacturer representative associated with the product.

  • Comments: This field is automatically populated with the count of comment line items that are associated with the product, within the user account. To see the comments, select the icon/number of comments and a new window will pop-up.

Note: Empty cells in a Default Field column mean that the data is not available in Acelab's database.

Steps for Adding Default Fields

  1. Click the Plus icon (+) to the right the last field (column).

  2. Scroll down to the Default Field section to select the field you need. Alternatively, you may Search for the field you are looking for.

  3. Default Fields that are disabled (shown in gray) have been added to the Schedule. If you do not see them in your schedule, they might be hidden. Use the Hide button at the top navigation bar to check which fields are hidden (toggled off).

    Enabled Default Fields (shown in black) are available and have not been added to the Schedule. Click on a field to add it to the Schedule.

  4. A new column and the data associated with that field will be added to the schedule automatically!


Custom Fields

Custom Fields are available for recording information relating to the Product, Project and/or Firm Library that is not stored in Acelab's database.

Custom Fields display a small icon to the left of the column header that varies according to their field type: text, number, list, or attachment.

Types of Custom Fields

There are four types of Custom Fields:

  • Text

  • Number

    • Single-entry

    • Multi-entry

  • List

    • Single-entry

    • Multi-entry

  • Attachment

    • Single-entry

    • Multi-entry

Examples of Custom Fields:

These are some of the custom fields you may create:

  • Approval Status

  • Notes

  • Assemblies

  • Reference Photos

  • Cost

  • Design Option

Steps for Adding Custom Fields

  1. Click the Plus icon (+) to the right the last field (column).

  2. Locate a Custom Field that you or a collaborator have created in the project by typing in the Search bar or scrolling through Custom Fields section. Use the Show All button to see all Custom Fields.

  3. Custom Fields that are disabled (shown in gray) are existing and have already been added to the Schedule. If you do not see them in your schedule, they might be hidden. Use the Hide button at the top navigation bar to check which fields are hidden (toggled off).

    Enabled Custom Fields (shown in black) are available and have not been added to the Schedule. Click on a field to add it to the Schedule.

  4. Alternatively, you can create a new Custom Field by clicking + Add a Custom Field at the bottom of the modal.

  5. Enter a name for your new Custom Field and select the type of field.
    Note: You cannot have a Custom Field with the same name and type. You can have a Custom Field with the same name but a different type.

    Important: You may change the field type of a Custom Field later, but there will be implications to your data. See this article to better understand the implications.

  6. If you selected the Text type, your new Text field will be automatically added to the Schedule.

    If you selected a List, Number, or Attachment types, you can set additional behaviors for your field:

    1. List Type: Select whether your list will be Single-Select (only one option may be selected) or Multi-Select (multiple options may be selected). You will also set Options, and may customize the color of each option.

    2. Number Type: Select whether to Allow Multiple Option. You can also select the decimal formatting.

    3. Attachment Type: Select whether you want to allow multiple documents or images. For a list of acceptable attachment types, click here.

  7. Once you’ve set the behavior of your field type, click Create Field. Your new Custom Field will be visible in your Schedule and is ready to be used!


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Next: Changing Custom Field Types

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