A schedule with sixty rows and twenty columns is unreadable. Two controls
above the table fix that: Organize and Columns.
Both are set per view. Planning can group by room while Procurement
groups by vendor and Financials groups by category — they do not interfere
with each other.
Organize
Controls how rows are arranged: what they group by, what is filtered out,
and the sort order inside each group.
Useful groupings, by view:
Group headers carry a count — Furniture (8) — and collapse with the
triangle. Collapsing everything except the group in front of you is the
single biggest readability win on a long schedule.
Group by vendor before an ordering session, then group back by category
before you present. Ten seconds each way, and both views are the right one
for the job.
Columns
Chooses which columns are visible. Everything Atelier tracks is available;
you decide what earns its place.
A reasonable starting point:
Planning — specifying. Product, brand, material, finish, qty, lead
time, status. Leave financial detail off; it is a distraction while you
are choosing pieces.
Financials — costing. Qty, vendor cost, markup, selling price, client
total, tax, status. Drop material and finish — you are not looking at them
here.
Procurement — ordering and tracking. Product, vendor, status, PO,
order date, est. ship, delivery, tracking, carrier.
Client-facing. Choose product details, quantity, client total, lead time
and status in the Share dialog. Its client column selection is separate
from the working table and Excel export selections.
Check the column checkboxes inside Share, including fields marked
shows your margin. Hiding a working-table column does not change the
client view. Check Excel columns separately in Export.
Search
The search box above the table filters rows by product name — the
quickest way to find one piece on a long schedule without changing the
grouping.