Objective:
In this module you'll continue to build on the project you've started, but add more detail to the schedule. You'll learn to create a schedule book, procurement book, and installation book.
Time:
This exercise will take you about 1 hour.
Results:
By the end of the exercise, you'll have created a detailed schedule book, along with a procurement book and installation book for your project.
Let's get started!
Note: In the exercise below, you will find links to helpful how-to videos and articles as you're working. Take some time to review them as you go. Check in with your trainer if you get stuck. We’re here to help!
Navigate to the project you worked on in Exercises 1 + 2
Set the scale on your furniture/floor plan - follow the steps in this article.
Use this sample excel schedule and add Great Room 101 and Laundry Room 111 to your project, complete with locations (you can use templates or add your own locations)
You will notice a Dependent item in the Great Room – see this article on adding dependents
Add the following items to a list called ‘My Favorites’ - follow the steps in this article.
SKU: ES-CNFOP
Name: Campagne, Natural, French Oak Plank
Add Item IDs and Items to your locations
Try adding the wood-look flooring directly from your ‘My Favorites’ list.
Choose one of the items in your schedule and add an Alternative Item - follow the steps in this article.
Choose one of the appliances in your schedule and add a Supplier with the details below - follow the steps in this article.
Company Name – Appliance Warehouse
Contact Name – Jim Williams
Add the created Supplier to the remaining appliances in your schedule
Choose one of the paint items in your schedule and add an Installer with the details below - follow the steps in this article.
Company Name – Tim & Al’s Construction Co.
Contact Name – Al Smith
Add the created Installer to the remaining paint items in your schedule
Create a Schedule Book - follow these steps.
Create a Procurement Book - follow these steps.
Create an Installation Book - follow these steps.
Export your new books to PDF and share the generated links with your trainer