A schedule is a list of the products a project needs. Most jobs have one;
larger ones split by room, floor or phase.
Create it
From Schedules in the sidebar, or from inside a project. Give it a name
that will still make sense in six months — FF&E Schedule, Ground
Floor, Phase 2 — Bedrooms — and attach it to the project.
Each schedule shows its project and a live item count in the list.
One schedule or several
- One schedule — Right for most projects. Everything in one place,
grouped by room or category. Simpler totals, simpler budget.
- Several schedules — Worth it when the project is genuinely phased,
floors are handed over separately, or different people own different
areas.
Start with one and split later if it gets unwieldy. Grouping handles most
of what people reach for multiple schedules to solve.
Add products
Products come from your product library, so pricing, images and vendor
details arrive with them. Search by name or brand and add.
If a piece is not in the library: import from a vendor URL, capture it
with the Chrome extension, or add it manually.
You can also add products by asking Atelier’s AI or the Claude connector —
add three of the Ondé sofa to the living room schedule.
Then what
Ordinary new rows start as Pending; products added through approval start
as Approved. Initial pricing depends on how the row was added, so check it
instead of assuming it is blank or final. Two passes make a working schedule:
- Specify. On Planning: quantity, finish, material, lead time. Move
each row to Specified once it is settled.
- Cost. On Financials: vendor cost, then markup and tax in bulk.
The project Overview will tell you what you missed — its No price set
and No room assigned cards exist for exactly this.
To start from previous work, use Copy documents and use templates. Review the new document before sharing or issuing it.