Design Teams
Get Started with Efficiently using easy to follow learning guides, designed to help you turn Chaos into Clarity right away.
21 articles
Bronze - Design Lite
Start Here to understand the basics Audience: All Users (Design Lite & Design Pro)
Introduction
Create a Project
Build a Design Book
Share your Book
Canvas Workflow Basics
Catalog Basics
Admin Basics
Silver - Design Pro
Master advanced item management, project structure, and schedules to handle real-world project complexity.
Welcome To Design Pro
Design Pro Overview
Uploading Plans & Managing Plan Sets
Project Structure & Organization
Add Rooms, Spaces, & Locations from the Schedule
Create Rooms from Plans, Spaces, & Locations from Plans or Books
Item Organization
Add Item IDs and Items From the Schedule
Specifying & Managing Items
Export The Item Schedule (PDF Exel)
Gold - Design Pro
Collaborate with stakeholders, manage RFIs and procurement, and carry design decisions through execution.
Communicating with Stakeholders
Navigating The Item Schedule
Statuses and Approvals
Procurement Management: Suppliers & Installers
