Creating Custom Scope Fields

Scope fields are used to label items during the takeoff process. The Scope fields are text labels used for reporting and grouping items for manipulation after takeoff.

Video Demonstration of using Custom Scope Fields 

Creating Scope Fields

1. Open Configuration

   1. From the Main menu

   2. From the Job File

2. Click the System tab on the left side of Configuration

3. Click Set Custom Fields button in Field Display Options

4. In Custom Scope Field Labels enter:

   1. Custom 1: Sub-Zone

   2. Custom 2: System

   3. Custom 3: Phase

   4. Custom 4: Area

5. Click the Edit button to the right of System

6. Check Use Pick List

7. Enter the pick list options

   1. Supply

   2. Return

   3. Exhaust

   4. Transfer

   5. Outside Air

   6. Other
      
      
      

      Open

      

      
      
      
      

8. Click Save Changes

9. Repeat for Phase and enter the following

   1. Rough-In

   2. Finish

   3. Equipment

   4. Other

10. In the Job File create a new zone

    1. The Scope Info will be available

    2. Also in the Takeoff Screen in the Scope Info Palette
       
       
       

       Open