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 Item IDs view contains the placeholders for all selections that need to be made for that project, as well as the selections themselves.

Item IDs contains two primary components: Item IDs and Items.

Before selections have been made, Item IDs act as placeholders for future selections (or Items). Once selections have been made, the Item ID serves as a unique identifier for that Item in the Schedule.

Item IDs and Items can be added from the Rooms tab, or from the Item IDs tab.

To add Item IDs and Items to your Schedule from the Rooms tab, follow the steps below.

Step 1: To work from the Rooms tab, you will need to first build the Rooms, Spaces, and Locations structure of your Schedule (refer to Schedules Part 1: Add Rooms, Spaces, and Locations). Select a Location on your Schedule.

Step 2: Select the blue '+' to add an Item ID to that Location.

Step 3: You will see the Item ID on the left (LG-02). Click '+' to link the Item ID to the Location on your Schedule.

Step 4: That Item ID is now linked to the Location. If you would like to add an Item to the Item ID, click the + Add Item.

Step 5: Search the Catalog for your desired Item by using the filters on the left, the search bar at the top, or simply select See All to scroll the Catalog.

Step 6: Each Item will either have a blue Select button beneath the Item name, or a blue View item options button. Those with a View item options button have additional options which will need to be chosen before selecting that Item.

Step 7: Choose from the available options, and click Select.

Step 8: The Item will appear within the Item ID box on the left, and on your Schedule.

As mentioned in Schedules Part 1, you can choose to skip the Rooms and Spaces set up, and begin adding Item IDs and Items directly from the Item IDs tab of your Schedule. To add Item IDs/Items from the Item IDs tab, follow the steps below.

Step 1: Click the blue Add Item ID button, and select the Division and Type. Choose the Sub-Type if you know it.

Step 2: The Item ID (LG-03) will appear on your Schedule. Click + Add Item.

Step 3: Refer to steps 5-7 in the Rooms Tab instructions above for searching the Catalog and selecting an Item..

Step 4: The Item ID and corresponding Item will now appear on your Schedule.

Step 5: You do not have to add Locations within the Item IDs tab, but you have the option by selecting the Add Location button on the right of the line item.

Note: In order to add a Location, you must have Rooms and Spaces created for that project (again, refer to Schedules Part 1: Add Rooms, Spaces, and Locations).

Step 6: A Location placeholder will appear beneath the Item ID/Item. Hover over it and click to add a Location.

Step 7: Choose a Room from the drop-down in the top left corner.

Step 8: Select a Space from the drop-down beneath the Room drop-down. Click Save.

The Location will appear beneath the Item ID/Item.