How do I create a completely custom schedule and specify what objects are included in it?
Use custom categories along with the Custom Schedule tool to create a completely custom schedule that can consist of multiple objects of different types. For example, you can combine specific cabinets, fixtures, and other objects into a single custom schedule, such as in the event that you're doing a kitchen remodel.
Navigate to Tools> Schedules> Manage Custom Categories .
In the Manage Custom Schedule Categories dialog that displays, click the New button and provide an appropriate name for the category. In this example, "Kitchen Remodel" is specified.
You can also manage any custom categories that have been created.
Click on a category and select Rename to give it a new name, or Delete to delete it from the plan.
If objects are assigned to display in a custom category, and the custom category is then deleted, the object may no longer appear in any type of schedule until you open the object and assign it to display in a new category. Please see the next section on Adding objects to a category to learn more.
Adding objects to a category
Click on an object that you would like to be apart of a custom category, then click on the Open Object edit button.
In the Specification dialog that displays, click on the Schedule panel, select the Include in Schedule As radio button at the top, then place a check in your desired custom category.
Perform this same procedure for any and all objects that you would like to be associated with this category.
Objects can be assigned to display in multiple different categories. For example, a single cabinet object can be set to be displayed in the Cabinet category, as well as a Custom category. This allows a single object to appear in multiple schedules at once.
Creating a Custom Schedule
Navigate to Tools> Schedules> Custom Schedule and click to place a schedule in your desired location.
We recommend opening the Schedules Detail from the Project Browser to place your schedules into.
Once placed, select the schedule using the Select Objects tool, then click the Open Object edit button.
On the General panel of the Schedule Specification dialog that displays:
Specify the Main Title for the schedule.
Pick and choose what categories you would like to include in the schedule.
In this example, we chose the "Kitchen Remodel" custom category that was created earlier in the article.
Choose the columns that you would like to be included in the schedule.
In X14 and newer program versions, you can check the Swap Rows/Columns box to swap the position of column headings with row headings.
Navigate to the Main, Title, and/or Header Text Style panels to change the text properties for those respective elements of the schedule.
In X13 and prior program versions, only the Text Style panel is available, which affects all of the text in the schedule.
When all of your desired changes have been made, click OK to close the dialog.
Any objects that were assigned to display in the custom category will now display in the schedule.