The design.efficiently schedule is organized into 2 different views (Rooms view and Item IDs view), in order to provide a solid structure while still maintaining flexibility.
The Rooms view creates a framework for your schedule and we recommend starting here for maximum organization potential; however, you do not have to build out your Rooms view and can skip this entirely or leave it for later.
Rooms contains three primary components: Rooms, Spaces, and Locations.
A Room is the large bucket that the Spaces sit within. The Location is the most granular of these categories, sitting within a Space.
Room: Kitchen
Spaces:
General Kitchen
Breakfast Nook
Pantry
Location:
General Kitchen flooring
Breakfast Nook flooring
Pantry flooring
To build your Rooms view of the schedule, follow the steps below:
Step 1: From within your project, navigate to the Schedules tab, where you will notice you are on the Rooms view tab.
Step 2: Click the blue Add Room button and choose from the drop-down. For example, to add a Kitchen, chose Primary Spaces.
Step 3: Choose the Room Type from the popup.
Step 4: Fill in important details for that Room, and click the '+' to add related Spaces at the bottom.
Step 5: Click the blue Create button.
Step 6: Begin adding Locations to your Spaces.
Step 7: Start by choosing the Division, followed by the Type. You can select the Sub-Type if you know it.
Note: All Divisions have associated Types and Sub-Types, with the exception of Finishes, in which instance you will simply select where the Finish will be placed in the project.
Step 8: Your new Location will appear beneath the associated Space on your Schedule.
Note: To delete this Location select the vertical ellipsis to the right of that line item.
The following video provides an overview of the Rooms view of the schedule inside the application: