When creating a schedule in Design.efficiently, you will create the structure first:
Rooms
Spaces
Locations
Item IDs
Items
*If you haven't already, be sure to review the article on Project Components for an overview of the basics of the schedule structure.
You will also have the option of including the following details:
Dependent Items
Options
Specifications
Alternative Items
Parts
Suppliers
Installers
Notes
NOTE: We recommend selecting your own test project or current active project to follow along with the below tutorials.
Dependent Items, Options, and Specifications
Dependent Item: An item that is specifically connected to the primary item and may not be relevant if the primary item were to change. Dependents can be decorative and may vary for the same item across projects. Dependents have their own SKU.
Option: A design element specific to a manufacturer or a particular Item such as a finish color or trim style. Options are added to a Primary Item by a user, and do not have their own SKU.
Specifications: Industry-standard design elements such as moulding profiles and panel styles that can be applied to relevant items. Specifications do not have SKUs.
Alternative Items and Parts
Alternative Items: These are alternatives to the primary item that have been selected for an Item ID. For example, if the project requires a faucet, a designer can select a faucet for the project, and attach alternative options for faucets to that same Item ID so that they are stored together and can be considered later by the designer or client if needed.
Parts: Parts are Items that are necessary for the composition, function or installation of another Item.
Installers and Suppliers
Installer: An Installer refers to a sub-contractor who will be handling an item for the project installation.
Supplier: A supplier refers to an organization that will be procuring a particular item or items for the project.
Notes
Add notes in any of the following places within the schedule:
Item ID Notes
Location Notes
Installation Notes