Make Schedules work for you by choosing what information is displayed and how it is displayed. Create different views for yourself, your team, and external stakeholders.
Customization options are located in the top navigation bar. Each one of them is explained in detail below.
Tip: To move straight to a particular section of this article, use the Table of Contents on the right-hand side.
Adding Schedules
If have saved products to your project, the schedules for each category of products you have saved have been automatically created.
The schedule you are currently looking at is identified at the top left corner. Use the drop-down menu to switch schedules or to create a new schedule.
To create a new schedule:
Click on Add schedule
Choose as many Categories as you need
Hit Add Schedule.
Note: If you need to add products to categories that Acelab does not yet have, you may still create a schedule and add products as placeholders. You cannot create your own schedule category since custom schedules are not supported at this time.
Deleting Schedules
Permissions
Only users with the appropriate project-level permissions can delete a schedule:
Admin: Can delete schedules ✅
Creator: Can delete schedules ✅
Editor: Cannot delete schedules 🚫
Viewer: Cannot delete schedules 🚫
How to Delete a Schedule
If the schedule is empty:
Click on the three dots on the top right-hand corner and select Delete Schedule.
A warning message will appear to confirm your action. Proceed by confirming to delete the schedule.
If the schedule contains products:
Only empty Schedules can be deleted. If there are products in your schedule, a "Cannot Delete Schedule" pop-up message will be triggered.
To remove products, click on the box to the left of to the Product column header to select all products. Click on the three dots icon, and select Remove Products.
Proceed to delete the empty schedule, as explained above.
Note: Deleted schedules cannot be recovered, so confirm your decision before proceeding.
Views in Schedules
Create different views to organize and display content across different audiences.
After creating a view, customize it using filter, sort, and hide options.
Views are automatically saved, so it is easy to return to again and again.
To create a new view:
Navigate to the views button in the top bar, which the current view (e.g. Default View).
Choose Create New View
Give it a name that states the purpose or content of this view, toggle the Shared View button on/off depending on whether this is a view to be used internally or to be shared externally. Hit Create View.
Tip: Once the view is created, use the customization options (e.g. Filter, Sort, Height) and add/remove fields as needed.
Sort in Schedules
Choose the order in which products are organized.
Only columns that are visible in the schedule can be used for sorting.
To sort:
Navigate to the Sort button in the top bar.
Click Add Sort Option (or choose an existing one if you have already added sort options).
Choose an option. The options listed are the fields (columns) visible in your schedule. If you do not see the option you want, you need to add the field (or make it visible.
Note: the fields Comments, Used in Projects, and Product are not available for sorting.
Once you select the sort option, choose how you want to sort. Some options may allow for sorting by A to Z while others may be First to Last.
If you want to add more sort options, click to add them.
Note: you may reorder sort options by dragging the six dots iceon to the right of the sort option, and you may remove sort options by clicking on the 'x' next to each sort option.
If you are done, click Sort. The schedule will automatically update.
Filters in Schedule
Display only the products you want, based on the criteria you choose.
For example, you may want to show only wall finishes that have been selected.
Make the filter as simple or as complex as you need by adding or removing conditions.
For example, display wall finishes that have been selected or are in consideration, and that are made of stone.
To add filters to your view:
Click on the Filters button at the top bar.
Click Add Condition or Add Group Condition
Use the drop down menu to select each option and build a query that reflects the products you want to show.
For example, show doors where Client Approval Status Is Exactly Approved by Client, or Approved Alternate by Client, AND Price is lower than $1,500. See image below for how the query looks like:
Use the + icon to add conditions within the group.
Use Add Condition or Add Group Condition to add more conditions.
Use the trash icon to remove conditions.
Use the six dots icon to drag conditions to reorder them.
Hide in Schedules
Hide any fields (columns) that you do not need to view.
There are two ways to hide fields: from the top navigation bar (recommended when hiding or unhiding multiple fields at once) or from the drop-down menu in each column.
To hide fields using the button in the top bar:
Navigate to the Hide button.
Toggle on any fields you want to show
Toggle off any fields you do not want to show
To hide all or show all fields use the buttons at the bottom.
To hide a field using drop-down menu in each column:
Click on the down arrow in the column header you want to hide.
Select Hide Field
📚 Keep Learning 📚
Next: Understanding Schedules Field Types