Scheme Settings Dialog Box (Interactive Schedule)

To access this dialog box, do one of the following:

Choose Document > Schedules and Lists > Schedules > Scheme Settings command.

Use the Schedule’s context menu in the Navigator.

Select a Schedule from the Navigator, then click the “Settings” button at the bottom of the Navigator panel.

For more information, see Interactive Schedule.

See also Reservation in Interactive Schedules.

Topics in this Section:

Schemes Panel

Complex Criteria Definition

Complex Criteria Example

Schemes Fields Panel

Additional Parameters: Object Parameters and IFC Properties

Sort Schedule Fields

Sort Schedule Fields: Example

Schemes Panel

This panel lists the available Schedule Schemes defined for your project. Select a name to edit its properties in the Criteria and Fields panels below.

Click the panel header items (ID/Name) to sort them in ascending or descending order.

SchemesPanel.png 

New: Click this button to create a new Schedule Scheme.

In the appearing dialog box, choose whether to create a new Scheme, or to duplicate the current one.

Choose a name and ID number.

For a new Scheme, choose “Construction Elements,” “Components”, or “Surfaces”, depending on the type of schedule you are creating.

AddScheduleScheme.png 

Rename: Click this button to rename the Schedule Scheme selected on the left. In the dialog box that opens, enter a new name and an optional ID.

Delete: Click this button to delete the Schedule Scheme selected on the left.

Import: Click this button to import an interactive Element Schedule file created with ARCHICAD 8 or above or a Door or Window Schedule file created with ARCHICAD 7.0.

Export: Click this button to export an interactive Element Schedule file that you will be able to import into another project.

Schemes Criteria Panel

CriteriaPanel.png 

In the Criteria panel, select the first line, then choose a criterion for the items you wish to include in the Schedule. For simple Element lists, choose “Element type”.

CriteriaDoor.png 

In the Value column, depending on the type of the criterion, you can type a value manually or choose from pop-up controls. For example, if the criterion is Subtype name, click the three-dot button to choose from the list of Subtypes.

IESSubtypeName.png 

For example, to create a Door List we have chosen “Element Type is Door” as the only criterion.

DoorList.png 

To add a new criterion, click Add.

SchedulePlus.png 

You can now choose a second Element Type criterion, such as Window. The “and/or” field in the first row (“Element Type is Door”) is now editable: in this case, choose “or.”

DoorWindowSchedule.png 

The two values (Door, Window) are joined as an “or” statement, so that the resulting schedule will include every element that is either a Window or a Door.

To narrow the scope of a schedule, add additional criteria. For example, if you want a schedule of only those doors and windows which are on Story 2 and above, add a new criterion by clicking the Add button at the bottom of the dialog box.

Then choose Story from the Criteria list, and complete the row with the desired Story value (>=2).

ScheduleStory.png 

In this example, the schedule will list all elements that fit either of the Element Type Criteria, and also fit the Story criterion: to be on the list, the element must be either a window or a door, and it must be located with the defined Story range.

Add as many criteria as needed to define the Interactive Schedule. For example, you can narrow the elements listed according to their Structural Function Classification (e.g. Load-Bearing or Non-Load-Bearing.)

ColumnStructural.png 

Remove: Click this button to delete the selected row. Inactive if no row is selected.

Click and drag the up/down arrow at the beginning of any row to move the row up or down within the Scheme.

Complex Criteria Definition

The and/or operator determines the relationship between adjacent criteria.

Keep in mind the meaning of “AND” and “OR” as logical operators.

If you have a criterion with two statements joined by AND, the criterion will be fulfilled only if BOTH of the statements are true.

For example: Layer is “Interior - Partition” AND Element Type is Wall. Your schedule will list an element only if it is (1) on the given Layer, AND (2) it is a Wall.

If you have a criterion with two statements joined by OR, the criterion will be fulfilled if one OR the other OR both of the statements are true.

For example: Element Type is Wall OR Slab OR Column. Your schedule will list any element which is EITHER a Wall, OR a Slab, OR a Column.

Thus, criteria that use AND are more restrictive, because both statements must be true.

Criteria that use OR are less restrictive, because it is enough for any one of the statements to be true.

Note that if you want to list multiple Element Types, you must join them with an OR statement.

For example: Element Type is Wall OR Slab. (If you join Element Types with AND, e.g. Element Type is Wall AND Slab, your schedule will return nothing, because an element cannot be both a Wall AND a Slab.)

If needed, use the Open Parentheses and Close Parentheses columns of Scheme Settings to set up nested criteria for more complex schemes: in any selected row, click on the pop-up under the parentheses column to choose a parenthesis, or no parenthesis.

Parentheses.png 

Each “open” must have a corresponding “close” in order for the scheme to be logical. If there is a mistake in your parentheses logic, the Criteria invalid! warning appears at the bottom of the panel.

Complex Criteria Example

Suppose you want to list all the Walls, Slabs and Columns that are on a particular layer.

To meet this criteria, an element must:

1.be located on that particular layer

AND

2.be either a Wall OR a Slab OR a Column.

To get the correct result, you must make the three element types into a group by putting parentheses around them. Note the parentheses in the image below, which enclose the group of three element types.

Within the parentheses, the three element types must be joined as OR statements, as shown. Remember, an element cannot be both a Wall element AND a Slab element; it is either/or.

ComplexCriteria.png 

Schemes Fields Panel

FieldsPanel.png 

This panel lists the parameters which will be displayed as fields of the schedule. Parameters that cannot be edited in the schedule are shown in black, while editable ones are shown in blue type.

Add: Click this button to access the Available Parameters dialog.

AddParametersIES.png 

This dialog lists all parameters that can be used as fields for the criteria chosen above.

Parameters include General parameters, specific element-related parameters, and (for surface lists) surface-related parameters.

Parameters are displayed in a tree view by default, but click the Search button to list (and search) all parameters in flat list.

AvailableParameters.png 

Select a parameter and click the Add button at the bottom to add it to the scheme.

For more information on specific parameters used in element lists, component lists, and surface lists, see the following sections:

Element Listing Parameters in the Interactive Schedule

Component Listing Parameters in the Interactive Schedule

Create Schedule of Surfaces

Keep Components together in the Schedule: This checkbox is available in the Scheme Settings of component-type lists.

If you check the box, components are always grouped together, corresponding to the element they belong to. (For composite elements, these fill components are listed in the same order as in Composite Settings.)

KeepComponentsTogether.png 

If you leave it unchecked, components will be listed according to the Scheme Settings (e.g. ordered by name rather than by element).

KeepTogetherNot.png 

Remove: Click this button to delete the selected field from Scheme.

Once the new (or modified) scheme is defined, its name appears in the Navigator and you can use it like any other view.

Additional Parameters: Object Parameters and IFC Properties

Use the black arrow at the right end of the Add button to access additional parameters and properties to use as criteria or fields:

AdditionalParameters.png 

Add Object Parameters: This command makes the parameters of loaded library parts available for listing as criteria or as fields.

AddObjectParameters.png 

Select Object by: Use the pop-up on the right to choose an option for searching for objects to select.

Folder View: lists all the loaded library folders that contain library parts.

Folder View (Used Objects only): lists the loaded library folders that contain the library parts used in the current project.

Search Criteria: displays a form that allows you to list the library parts whose name matches the chosen criteria.

Favorite Objects: shows the preview and the name of the library parts defined as Favorites.

Search Object: If the Search Criteria option is active in the Select Object by pop-up field, this area allows you to search for library parts whose name matches some criteria.

SearchObjectParametersLibrary.png 

Find names which: With the pop-up control, choose a condition (match, contain, start with, end with) and enter a text string in the field on the right.

Search in: Use this pop-up control to choose a loaded library to search. Click the Find button to display the results in the Library parts found box.

Find: Click this button to perform a search based on the condition set with the Find names with and Search in controls.

Library parts found: Displays the preview and names of the library parts that match the condition set with the Find names with and Search in controls.

Add: Click this button to add the available parameter selected in the box on the left to the list of selected parameters on the right.

Remove: Click this button to delete the selected field from the box on the right.

Add IFC Properties: If you want to use IFC properties as criteria for the schedule, click this command.

The appearing Select IFC Properties dialog box lists all IFC properties defined for all elements in the project. Only those properties are listed which are checked in the element Settings dialog box (and which will therefore be exported if the project is saved in IFC format).

See also Scheduling Elements with IFC Data.

Note: Use the controls at the top of the Select IFC Properties dialog box to filter the properties listed here:

SelectIFCProperties.png 

List IFC Properties by either project or IFC Scheme

Choose a particular IFC Element Type

Filter the list by any text string in the property sets and property names

Click on the listed properties that you want to use as search criteria in the Select IFC Properties dialog box. Use Ctrl + click to multi-select.

Sort Schedule Fields

To change the order in which fields are listed in the schedule, use the up/down arrows at the left edge of each row to move the field up or down.

ScheduleUpDown.png 

See also Schemes Fields Panel.

You can further set the order in which items are listed within each field, by using the three buttons at the right:

SortFields.png 

Display an up/down arrow to sort the items of this field in ascending/descending order; or leave this field blank, for “None”. “None” means that this field will not be taken into consideration when sorting.

Display a “sum” to add a schedule cell that will contain the sum total for all items of this field. To show the quantity of items (rather than their sum), choose the “sum1” icon.

Display the flag icon next to the one schedule field for which you want to display subtotal cells in the schedule, as well as sum/quantity cells.

Sort Schedule Fields: Example

In this example, walls will be listed by Wall Type (the name of the schedule column that lists walls by Building Material, the first schedule field); inasmuch as several walls are of the same type - such as Masonry Block- the walls will be listed in order of their volume.

Ascending.png          ListbyVolume.png

Click the second button to add a schedule cell which displays the sum of the items in the selected field. Here, we will have the schedule add a sum to the schedule’s Volume column.

Sum.png           QuantitySum.png

The second button contains an icon for a second option: to list a quantity for this field.

SumQuantity.png 

Here, we will have the schedule add a Quantity to the schedule’s Wall Type column.

Quantity.png 

The result: Wall Type shows a Quantity at the bottom of the column (a total of 8 walls), and the Volume column shows a total sum of all the volumes at the bottom (65.19 m3).

QuantitySum2.png 

Note: You can apply unique formatting options to this row of sums/quantities, which is called Grand Total. If you choose “Grand Total” from the Apply to pop-up list, the formatting options will apply to this row/column of the schedule only.

GrandTotal.png 

The third button lets you add a flag to one of the fields in the list. (You cannot flag more than one field at a time.) The flagged field will display a separate sum or quantity for each group of identical elements in that field. For example, the Wall Type field already has a “Quantity” row, showing the total number of walls; to show a Quantity for each type of wall in that field, we have added a flag to the Building Material field.

Flag.png 

The result: Wall Types show a separate quantity for each separate wall type. Moreover, the Volume column also lists the corresponding volume sub-totals.

QuantityByType.png 

Note: You can apply unique formatting options to this row of sum/quantity subtotals, which is called Total.