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.

Note: The directory tree lists all single-category schedules under Catalog Types. Schedules created using multiple categories and catalog types from multiple disciplines are grouped under Multi-Category Schedules.

• Show All – Displays all of the catalog items delivered in the dataset. All available catalog types are listed.
• Show Used – Displays only those catalog types represented by existing catalog item instances in the active DGN model and references.
• Show Used (Active) – Displays only the catalog instances contained in the active file. Omits all referenced catalog instances.
• Show Only Selection Set – Displays only those catalog types represented by catalog instances that are actively selected in the model.

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.

• Text – The default setting. Data values are exported as text, which cannot be used in formulas or calculations in Excel.

  In this mode, units of linear measurement are determined by design file working units. Here the MU:SU needs to be changed to a numerical representation for standard linear unit values. Schedules column headings, and all column rows, reflect the applied unit of measurement. Units of measurement are represented in parenthesis, "(m)". These change when different Sub Unit options are set.

  Units of Area measurement are determined by Architectural preferences for spaces.

• Numeric: Master Units – Displays the dimensions is master units, for example the length in meters (m).
• Numeric: Sub Units – Displays the dimensions is sub units, for example the length in millimeters (mm).

• Zoom & Select – Selects the catalog item instance and fits it into the active view.
• Create Selection Set – Creates a selection set of selected report items.
• Copy to Clipboard – Places a catalog item instance of the selected report item.

• From Schedule – Places a Table element populated with your schedule data.
• From Excel – Places a Table element populated with schedule data that has been exported from Schedules to Excel.

The Place Table dialog opened by selecting From Schedule.

• Refresh from Source – Refreshes schedule data in existing Tables with the most recent changes in the schedules.
  Note: Use the Refresh Tables tool, as an alternate, when Schedules dialog is closed.
• From Excel (OLE) – Places a raster image of the data report/schedule. Selecting From Excel (OLE) opens the Paste OLE Object dialog which allows for setting paste method, size and scale for the schedule image. The Paste OLE Object dialog opened from here differs from the standard Paste OLE Object dialog in that the Paste as options Embedded and Link are disabled.
  

Contains the following "export to" options:

• Excel – Exports data to Microsoft Excel format (*.xls).
  Note: An Excel template file is provided with the application.
• Text – Exports data to a text file (*.txt).
• CSV – Exports data to a comma separated values file (*.CSV).
• XML – Exports data to an extensible markup language file (*.xml).
• Export All Instances... as XML | to Excel - Exports all catalog item instance data contained in the DGN file, and generates a report in an XML/Excel format.

• Edit in Excel – Opens schedule data in Excel format (*.xls) for the purpose of editing it in Excel. Changes are then applied to the schedule data when update from Excel.
• Update from Excel – Imports stored schedule data from edited Excel files. When the schedule is reimported, changes are read and applied to your schedule. Changes are summarized in an import information dialog which also provides access to an import log.
  Note: Importing and manipulating externally generated schedules is possible with this option.

Contained in the menu, are the following options:

• Refresh – Updates the Schedules dialog to reflect any changes made to the selected directory item in the active DGN model.
• New (For Catalog type) – Opens the Schedule Properties dialog dialog where datagroup schedule names, directory locations, and catalog type information is available.
• Save – Saves the report layout (all displayed list box menu bar columns) for the selected directory item; opens the Save Schedule Layout dialog where report layout names and destination directory file locations are established for report layouts.
• Save As – Saves the current report layout (all displayed list box menu bar columns) under another name for the selected directory item; opens the Save Schedule As dialog where report layout names and destination directory file locations are established for report layouts.
• Delete – Deletes the report layout and returns the list box to the default configuration, for the selected directory item.
• Rename – The selected directory report name is highlighted in an editor field where it can be renamed.
• Schedule Properties (For Schedule) – Opens the Schedule Properties dialog dialog where schedule names, directory locations, and catalog type information is available.

Contained in the menu, are the following options:

• Remove – Instantly removes the selected column.
• Remove All – While the Instance Name column is retained, all other columns are removed from the Schedules list box.
• Add All – Adds all columns to the Schedules list box.
• AutoSum – When AutoSum is active for a column, the Greek character for summation appears as prefix to the name in the column heading. For example, . AutoSum's output appears in the Excel spreadsheet; a summation does not appear in the Schedules list box.
• Rename – Renames the right-clicked on column.
• Size Column to Fit – Sizes the right-clicked on column, so all data in the column displays in the list box.
• Size All Columns to Fit – Sizes all columns so that all data in every column displays in the list box.
• Align – Controls the text justification to Left, Centered, or Right.
• Format – Overrides the capitalization Upper Case, Lower Case, First Capital, Title, or Default.
• Schedule Properties – Opens the Schedule Properties dialog dialog where schedule names, directory locations, and catalog type information is available.

For a selected Catalog Type, the column sizing options are available.

• Size Column to Fit – Sizes the column, upon which the right-click was issued, so that all data in the column displays in the list box.
• Size All Columns to Fit – Sizes all columns so that all data in every column displays in the list box.

Contained in the menu, are the following options:

• Modify Properties – Opens the instance's Modify Properties dialog where data for the selected instance can be edited and modified. Changes made to the properties of the elements using the In-Line editing instantly applied in the current schedule and the geometry of the active model reflects the effect.
• Edit Values – Enabled in property columns where the values (bold fields) can be In-Line edited in editor field by overwriting or selecting a pull-down option. This is applicable to all elements when multiple rows are selected. The amended values are shown in green.
• Zoom – Zooms into the selected item(s) in the active view window, in the model.
• Create Selection Set – Creates a selection set of all items selected in the Schedules list box (right panel). Manipulation and modification operations can be performed on the selection set.
• Select All – Selects all items in the list box.
• Select None – Deselects all items in the list box.
• Invert Selection – Inverts the selection of items in the list box. This action specifically deselects all items currently selected and continues by selecting all items previously not selected.
• Copy to Clipboard – Copies all selected data to the clipboard.