The construction set, site walkthrough, or project scope lays the foundation for a project by mapping out the design requirements. These plans (or Walkthrough) not only define the structure of the project but also generate a corresponding core shopping list of items.

For any project, there’s a fundamental list of required locations and items. For instance, if you’re designing an entire room, the core locations typically include:

• Floor

• Walls

• Ceiling

These form the absolute minimum. From there, creative design choices determine what additional elements fit into the room.

However, when designing a specific room type, such as a bathroom, the project naturally triggers additional core location requirements. In this case, the bathroom would typically require:

• A sink and faucet

• A vanity

• A towel bar

• And, depending on the layout, a shower and a water closet

When we look at Furnishings we have less of a core list, however a Bedroom needs a Bed and a Dining Room requires a Dining Table with Chairs.

Once the core is established, additional decorative or finishing elements—such as cushions, artwork, or accessories—can be added as you work through the project and collaborate with the client to finalize the design.

We will begin with the Primary Bedroom and Primary Bathroom on Page 4 (A1.1).

NOTE: You should already have your Project created 'Training Project - 1' & a Construction Set loaded; if not, jump back here. If you have, then let's go.

And, If you haven’t already, please read the information about Rooms-Spaces-Locations-Item ID’s-Items: Link Here.

Primary Bedroom: (Room)

Primary Bedroom- 117: (Space).

This is simple with one space only, 'Primary Bedroom' with a Space number of: 117.

Primary Bathroom:

This Room is more complex has it has 4 spaces. The Primary Space: Primary Bathroom - 118. and three additional spaces, W/C - 116, Shower - 115 and the WIC - 114. so we end up with:

Primary Bathroom: (Room)

Primary Bathroom- 118: (Space 1).

W/C - 116: (Space 2).

Shower - 115 (space 3)

WIC - 114 (Space4)

Once the Room and Space are defined, the next step is to add Locations.

Locations are organized by Division, so it’s most efficient to work division by division. A great starting point is the furniture division, where you can begin assigning specific locations for items like beds, sofas, or tables. This approach keeps the process structured and manageable.

NOTE: The Design.efficiently platform allows you to manage both interior finishes and FF&E (Furniture, Fixtures, and Equipment) within the same platform. When creating your project book, you have the flexibility to decide which divisions appear in each book and on which pages.

Typically, it’s most common to organize:

• A room-by-room book for interior finishes.

• A separate room-by-room book for FF&E.

This organizational structure ensures clarity and ease of reference. You’ll have complete control over how your books are structured when you create them, and we’ll cover this process in detail in an upcoming module

NOTE: For now we will concentrate on the Primary Bedroom Furniture locations. We will get to 'Finish" locations later.

When creating these Furnishing locations, we follow these steps:

Let’s now move forward by defining the Furnishing Locations for the Primary Bedroom, see the table below.

We now have two rooms created:

1. Primary Bedroom with a single space.

2. Primary Bathroom with four spaces.

and added furnishing locations to the Primary Bedroom. Now let's assign those locations to 'Item ID's.

Item IDs: Streamlining Item Management

Item IDs allow us to link multiple locations that will share the same item. This means that if an item needs to be assigned, updated, replaced, or changed, you only need to make the adjustment once—at the Item ID level—and it will automatically apply to all associated locations.

This feature not only saves time but also ensures consistency across the project.

We’ll dive deeper into Item IDs in a following module, where you’ll see just how powerful and efficient they can be.
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The locations types in our example project for the Furniture in the Primary Bedroom are all unique (different) and so we simple need to link or assign the location to the ID that has been created.

This is very simple in this example as you only have one location for each Item ID. In upcoming modules you will see more complex examples.

Assign or Link the location to the Item ID.

Now we have the Item ID linked to the Location.

NOTE: A little later in the training we will look at how we connect multiple locations to the same ID and where that would be used. For example the same wood lock floor in 4 different rooms and spaces. But thats for later. Lets move on.

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