Add Rooms, Spaces, Areas and Locations

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 four primary components: Rooms, Spaces, Areas 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. An Area is a grouping of Locations within a Space.

To build your Rooms view of the schedule, follow the steps below:

Step 1: From within your project, navigate to the Schedules tab, and select the Rooms view tab.

Step 2: Click the blue Create Room button and choose from the drop-down. For example, to add a Kitchen, chose Primary Spaces.

Step 3: Choose the room category and the room type from the drop-down. In this case, Primary Space - Kitchen.

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, hover over the line item and select the vertical ellipsis to the right of that line item.

Note: If adding an area, click to 'Add Location' but select the 'Area' tab and name your new area. Then begin adding the locations that should be contained within that area.

Example - Kitchen Cabinet as an Area: