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Smart Schedule inserts an existing project schedule onto a Smart Doc page as a table. The table stays connected to the schedule, so edits made in Schedules show up in your document automatically. Use it when you want a full schedule (all rows, selected columns) to appear inside a deliverable.
Smart Schedule was previously called “Smart Table.” Both refer to the same feature.

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When To Use Smart Schedule

  • Product list tables in a submittal or spec section.
  • Summary schedules on a cover page or appendix.
  • Bid or take-off tables where you want the full row list, not one page per product.
If you want a full page per product instead of a table row per product, use a Reference Binder.

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Inserting a Smart Schedule

  1. Open a Smart Doc and select the page to place the table on.
  2. In the left rail, open the Smart Table drawer.
  3. Search or scroll to find the project schedule you want.
  4. Click the schedule to insert it as a table on the active page.
The table drops onto the canvas at a default size and can be dragged, resized, and repositioned like any element.

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Configuring the Table

With the table selected, use the inspector on the right (Schedule Properties Panel) to:
  • Choose columns to include or hide. Only columns you enable render in the table.
  • Reorder columns to control display order in the document.
  • Set column widths and text alignment.
  • Show or hide the header row.
  • Filter or sort the rows shown, without affecting the underlying schedule.
  • Style the table (borders, header background, row shading, font size).
Changes here affect only the document, they don’t change the schedule itself.

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Keeping in Sync

A Smart Schedule stays connected to its source schedule:
  • Adding a product to the schedule adds a row to the table.
  • Removing a product removes its row.
  • Editing a field value in the schedule updates the value in the table.
  • Renaming a field updates the column header.
You don’t need to refresh, updates flow through automatically.

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Attachment Images in Cells

If an included column is an attachment field, JPEG and PNG attachments render as images inside their cells (other file types show the file name instead).
  • Click an image to select it, then drag a corner handle to resize it. The image keeps its aspect ratio, and its row/column grows to fit.
  • Drag the middle of the image to reposition it within its cell.
  • Resizing or moving an image persists on reload, and is included when you export the document to PDF.
  • Narrowing a column below an image’s set size scales the image down to fit; widening the column again restores it.

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Managing Smart Schedules on a Page

  • A single page can hold multiple Smart Schedules (for example, two different schedules side by side).
  • If a table has more rows than fit on one page, use pagination in the Schedule Properties Panel, or turn on Set Page Breaks to split it across pages (see below).
  • Delete a Smart Schedule from the canvas by selecting it and pressing delete. This removes it from the document; the underlying schedule is untouched.

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Cell Formatting

Select one or more cells (drag to select a block, shift-click to extend, Cmd/Ctrl-click to add or remove a cell), or select a whole row or column by hovering its edge and clicking the three-dot pill. With cells selected, use the toolbar to set:
  • Font, size, bold, italic, and underline
  • Text color, highlight, and cell fill
  • Borders and alignment
  • Text wrap — Wrap (grows the row), Overflow (clips to one line with ”…”), or Clip (clips to one line with no ”…”)
Selecting the whole schedule applies formatting to every cell; if a selection mixes different formatting, the controls show as unset rather than picking one value.
  • Merge cells: select a rectangular block and merge them into one cell, which keeps the first-selected cell’s content. Merge is disabled when only a single cell or the whole schedule is selected.
  • Unmerge cells: select a merged cell to split it back into its individual cells.
Cell formatting and merges are saved with the document, persist on reload, and carry through to PDF export.

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Splitting a Schedule Across Pages

Turn on Set Page Breaks in the Schedule Properties Panel to split a schedule into parts and lay them out across pages:
  • Drag the scissors handle on a schedule’s edge onto a row or column line to split it there.
  • Move a split-off part to another page with Move to Page; removing the break from either page rejoins the parts.
  • Toggle Repeat Header Row to show or hide column headers on the lower parts of a split schedule. Column Labels applies the same way to every part.
  • A schedule too large to fit one page splits across the following pages automatically when you insert it, skipping locked, template, and already-full pages.
  • A split schedule is still one schedule: deleting any part deletes the whole thing (undo restores every part), and a locked page blocks deleting a part it holds.
  • A schedule with page breaks turned on can’t be copied, duplicated, or added to another page — insert it again from the Smart Schedule drawer instead.
Turning off Set Page Breaks rejoins every part back into a single table.

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Smart Schedule vs. Smart Fields

See Smart Fields for placing individual values on a page.