A schedule is the list of everything going into a space, with the
commercial and logistical detail attached. It is the document your client
approves, your vendors quote against, and your invoices come from.
One document, three views
The same rows, three sets of columns, because three different jobs happen
on the same data.
- Planning — Specifying. Brand, material, finish, quantity, retail
price, lead time, status.
- Financials — Costing. Vendor cost, markup, selling price, profit,
tax, client total, budget.
- Procurement — Delivering. PO, order date, estimated ship, delivery,
tracking number, carrier.
A fourth tab, All, is the same table with every column switched on at
once — no curation, no hidden behaviour. Editing, filtering, sorting and
grouping work exactly as they do on the other three.
All is worth reaching for in two situations: when you want a row’s
entire record in front of you without hopping between tabs, and when you
cannot remember which view holds the column you are after. For
day-to-day work the narrower views are easier to read.
Where schedules live
Open a project and go to the Schedule tab. The list shows each
schedule with:
New schedule creates one. Import brings in an existing schedule
from a file.
How rows are organised
Rows group by category by default — Decor (2), Furniture (8),
Lighting — with each group collapsible. The Organize control changes
what they group by; Columns chooses which columns are visible. Both
settings are per view.
Each row carries a thumbnail, links out to the vendor page and to the
pinboard the product appears on, and a Detail button that opens the
full editor.
The drawer has the same three-part split as the schedule itself —
Details, Financial, Procurement — plus the product’s image
gallery, where you can crop or replace the picture that appears on client
documents.
Status is the thread that runs through it
Every row has a procurement status, and it is the single most useful field
on the schedule — the project Overview’s Ready to order card, the
Financials totals and the Procurement view all read from it.
The full list, from specification to installation:
Pending → Specified → Approved → Ordered → In transit → Delivered →
Installed → Invoiced → Paid
Plus three that sit outside the main flow: Rejected, To be sourced,
and Reuse — no purchase for the client’s existing pieces.