Schedules
Used to query existing catalog item data, create new schedules (e.g. door, wall, beam, space, duct, etc) from existing catalog types, and manage reports for new catalog definitions, catalog items and catalog instances within existing reports.
User defined catalog types and data information is also created, displayed, updated and exported from here. Schedules facilitates completion of many data management tasks including the export of data to several formats and the creation of selection sets for edits, manipulations, and modifications of any size.
Accessed from:Setting | Description |
---|---|
Catalog Types directory | Displays the directory of catalog types, items, and
instances. Navigation to (and selection of) reports is accomplished in this
directory box. Reports for selected directories display in the adjacent list
box.
When filter is applied, the label of the root folder in the directory reads "Catalog Types (Filtered)", and the directory list sorts catalog items of only disciplines checked in the filter. |
Directory tree Show menu | While no filter is applied, the
Show menu lists:
|
Schedules list box | Catalog types, items and instances (available for
reports and schedules) are displayed here. Report and schedule information is
organized and presented in a series of columns that can be selectively closed
and opened to customize report layouts. Selected catalog types, items, and
instances highlight in the model when selected in the list box. Information in
column rows can be modified by selecting the applicable cell to activate an
editor field or option menu.
Column headings change as different catalog types, items and instances are selected in the adjacent directory. When the active directory selection changes, the list box menu bar columns change also. The list box column configuration and layout also changes when saved report layouts are opened. When a catalog item is selected in the directory, properties for the catalog item appear in the list box menu bar and property values display in the table. The property values in the list can be edited by double clicking on the cell. For searchable properties, e.g. classifications, parts, IFC class etc., the property picker opens allowing you to resize, search in it, and apply a desired value. |
New Schedule | Opens the Schedule Properties dialog where you can select catalog item categories and corresponding properties to include in your schedules. Filters and sorting panels help add properties through search and sort criteria to manipulate report entities and column orders in the report layout. Formatting options allow you assign customized formats and justifications to the selected properties in the report. Excel export options allow you to set report file template information, and to select a report layout template file to which the data is exported. |
Modify | Enabled when an existing schedule is selected in the Catalog Type directory. Opens the Schedule Properties dialog, where schedule name and schedule options are modified. |
Refresh | Refreshes and updates the Schedules directory to reflect changes made to the selected directory item. |
Filter | When one or more filters are applied in the Catalog
Filter, the
Filter menu option is enabled (crossed).
When no filter is applied, the icon toggles to
. Filters add a "(filtered)" suffix
in Catalog Types folder label in the directory. Clicking
opens
the Catalog Filters list dialog attached to the toolbar:
|
Working Units | These settings format the data for export to Excel.
Numeric data
values are exported in numeric format, which can be used in formulas and
calculations in Excel which is also required for data summations in Excel. No
delimiters or labels are included.
Note: The exception to this is that the Units of Area measurement are determined by design file working units settings on the Advanced Unit Settings Dialog (the Edit button opens the Advanced Unit Settings dialog). |
Zoom & Select | Enabled when a report item is selected from the Schedules list box. Contains options to use report data to zoom to or create selections of the reported on catalog item instances. |
Place Table | Enabled when an existing schedule is selected in the
Catalog Type directory. Places schedule
tables using standard
Tables
functionality.
Note: Both
From Schedule and
From Excel options open the Place Table
dialog. The dialog opened from here differs from the standard
Place Table dialog in that it does not include the dialog
toolbar.
|
Export | Exports all data for the selected catalog item to
Excel file format. A worksheet is assigned to store each Catalog Type data.
Contains the following "export to" options:
|
Excel Exchange | Provides options for
Bidirectional Editing of catalog instance
data in Excel.
|
Catalog Types directory right-click options | An options menu opens upon
right-click
on any item in the directory.
Contained in the menu, are the following options:
|
Schedules list box right-click options | An options menu opens upon
right-click on any item in the schedules
list box.
Contained in the menu, are the following options:
|
Status Bar | Displays the status of current items being loaded, selected. |