# Schedule settings

Find your way around Schedule settings: the schedule name, mobile options, custom fields and the other settings pages.

Language: en
Canonical: https://support.sitedrive.com/en/kb/schedule-settings

Schedule settings hold everything that applies to one schedule as a whole: its name, space model, working time and custom fields. The same menu also gives you the site's teams and users, which all schedules of the site share.

## Before you start

-   Open the settings with the gear icon (**Schedule settings**) next to the schedule selector.
-   The schedule pages need the **Schedule** role. Refine users see only **Teams** and **Users**; Refine (ltd) users see only **Teams**, and only to view it. Report and Accept users don't see the settings. See [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles).

## The settings pages

Page

What you set there

**Basic settings**

Schedule name, project number, category, work section model and mobile options (below).

**Space model**

The building's locations. See [Building the space model](https://support.sitedrive.com/en/kb/building-the-space-model).

**Bill of quantities**

Quantities for quantity-based scheduling. See [Quantity-based scheduling](https://support.sitedrive.com/en/kb/quantity-based-scheduling).

**Work time**

Working hours, exceptions, public holidays and takt durations. See [Working time and holidays](https://support.sitedrive.com/en/kb/working-time-and-holidays).

**Custom fields**

Your own fields for work packages (below).

**Teams**

The site's teams, shared by all its schedules. See [Teams and people](https://support.sitedrive.com/en/kb/teams-and-people).

**Users**

The site's users and their access rights. See [Teams and people](https://support.sitedrive.com/en/kb/teams-and-people).

> **Availability:** **Bill of quantities** is switched on separately for each account. If you can't see it, contact Sitedrive support.

## Basic settings

![Basic settings with Schedule name, Project number, Other settings and Mobile settings](https://support.sitedrive.com/media/help/guide/schedule-settings/01-basic-settings.webp)

-   **Schedule name** – the name shown in the schedule selector.
-   **Project number** – your own reference number for the schedule.
-   **Other settings**:
    -   **Schedule category** – groups the schedule, for example when it is used as a template.
    -   **Work section model** – the list of work sections used for work packages. Work sections are managed in the account's libraries. See [Libraries: work sections and templates](https://support.sitedrive.com/en/kb/libraries).
-   **Mobile settings**:
    -   **Mobile main view** – what Sitedrive Mobile shows first: **Schedule visualization** or **All work listing**.
    -   **Allow progress entry as percentage** – tick it to let people report progress as a percentage in Sitedrive Mobile, not only as a status. See [Reporting status on mobile](https://support.sitedrive.com/en/kb/mobile-reporting-status).

There is no start date in Basic settings. The **Initial start date** chosen when the schedule was created only sets up the initial calendar view, and work can be moved anywhere on the timeline. See [Creating a schedule](https://support.sitedrive.com/en/kb/creating-a-schedule).

## Add a custom field

Custom fields let you track your own information on work packages, such as a contract number or an inspection date. They show as columns in the Gantt table and on each work package, and they can also be read through the API.

1.  Go to **Schedule settings** → **Custom fields**.
2.  Select **New field**.
3.  Type the **Field name**.
4.  Choose the **Field type**: **Text**, **Multiline text**, **Number**, **Checkbox**, **Select list**, **Multiselect list**, **Date**, **Date and time**, **Time**, **JSON** or **Link (URL)**.
5.  For a **Select list** or **Multiselect list**, add the values people can choose.
6.  Save the field.

![The Custom fields page with Search fields and New field](https://support.sitedrive.com/media/help/guide/schedule-settings/02-custom-fields.webp)

New custom fields are hidden in the Gantt table at first. To show one, open **Columns** in the Gantt toolbar and turn the field on. See [Gantt](https://support.sitedrive.com/en/kb/gantt).

## Good to know

-   A custom field's type can't be changed after it is created, because stored values use that type. Create a new field if you need another type.
-   Most schedule settings apply only to the current schedule. **Teams** and **Users** apply to the whole site.
-   Account-wide settings, such as the default country and schedule templates, are in the account settings. See [Account settings](https://support.sitedrive.com/en/kb/account-settings).

## Related

-   [Building the space model](https://support.sitedrive.com/en/kb/building-the-space-model)
-   [Working time and holidays](https://support.sitedrive.com/en/kb/working-time-and-holidays)
-   [Teams and people](https://support.sitedrive.com/en/kb/teams-and-people)
-   [Account settings](https://support.sitedrive.com/en/kb/account-settings)