Efficiently is the system of Record for design intent. we record the where and the what of every project. All design selection consists of where (location, area, space, and room), and what(item ID & Item).
Together, these define every design selection: What goes where
Project Summary View
After opening your project, you’ll land on the Summary View.
This page shows every selection, status, deadline, comment, and RFI in one place.
Locations Overview: Track collective progress for each division. Bars show what’s complete, pending, or at risk.
On the right: Recent activity — comments, mentions, and RFIs, always tied to the correct item and location.
Plans
Upload and manage construction and interior design sets. Maintain latest versions with clear version control.
Item Schedule
The core of your project. Contains all information related to locations and selections. Use filters and views for quick answers in seconds.
Scope
Formally track project changes and share a live link or QR code to a project or division page. Non-users can access this link in a browser and download the most up-to-date documents.
Books
Access project books such as Design, Room‑by‑Room, and Item Schedule books.
Project Catalog
Sort and add project items. Each Item ID maps to divisions (appliances, furnishings, doors, windows). Use subtypes and dropdowns for detailed location and selection info.
Images Tab
Manage visuals: project, organization, and logos. Click Edit to open the editing panel.
Modify images — remove backgrounds, adjust colors, and more.
Documents Tab
Store all project files: schedules, room‑by‑room, and design books. Publish, share, and download documents. PDF outputs are structured, mobile‑friendly, and include live links.
Stakeholders Tab
A unique Design Pro feature. Add and manage contractors, suppliers, and interior designers.
Project Settings Tab
Control all project options: deadlines, procurement, suppliers, and more.
Wrap‑Up
This was a high‑level overview of Design Pro, showing how it extends Design Lite with deeper connections across plans, locations, items, schedules, and books. The goal: help learners understand what they’re seeing and why it matters before using advanced features.
Next We’ll explore:
Uploading Plans & Managing Plan Sets – attach and version plans directly in your project workspace.