> ## Documentation Index
> Fetch the complete documentation index at: https://help.getatelier.design/llms.txt
> Use this file to discover all available pages before exploring further.

# Planning view

> The specification view of a schedule — what the piece is, how many, how long it takes to arrive.

**Planning** is the default view and the one you live in while you are
specifying. It answers *what are we putting in this room* without the
commercial detail getting in the way.

## The columns

| Column           | What it is                                                                                                                              |
| ---------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| **Product**      | Thumbnail and name. Two small icons sit beside it: one opens the vendor's page, the other jumps to the pinboard the product appears on. |
| **Brand**        | Manufacturer or retailer, from the product library.                                                                                     |
| **Material**     | What it is made of.                                                                                                                     |
| **Finish**       | Colour, fabric, plating — the variant you specified.                                                                                    |
| **Qty**          | How many.                                                                                                                               |
| **Retail price** | Public price per unit, from the library.                                                                                                |
| **Client total** | What the client pays for this line, calculated on the Financials view.                                                                  |
| **Lead time**    | Free text, as the vendor gave it — *ships in 2–3 weeks*, *18 weeks*, *arrives by Apr 10*.                                               |
| **Status**       | Procurement status.                                                                                                                     |

**Detail** at the end of each row opens the full editor.

<Info>
  Lead time is deliberately free text rather than a date, because vendors
  quote it in incompatible ways. Copy what the vendor actually said. When you
  know a real date, put it in **Est. ship** on the Procurement view.
</Info>

## Grouping

Rows group by category out of the box — *Decor (2)*, *Furniture (8)*,
*Lighting (5)* — with a count on each header and a triangle to collapse it.
Collapsing everything except the group you are working on makes a long
schedule manageable.

**Organize** changes what rows group by; **Columns** changes which columns
you see. Both are per view, so Planning can group by room while Procurement
groups by status.

## Editing

Click any cell to edit it in place. For everything at once, **Detail**
opens a drawer with three tabs:

* **Details** — image gallery, name, status, lead time, category, type,
  material, finish, dimensions.
* **Financial** — vendor cost, markup, tax.
* **Procurement** — PO, dates, tracking.

The image gallery deserves a mention: a product can carry several images,
and the one selected here is what appears on the client's schedule and
PDF. **Crop** and **Replace** are there because vendor photography is
rarely the right shape.

## Working with several rows at once

The checkbox column on the left selects rows. With a selection you can
change status or other shared fields in one action — useful when a whole
room gets approved at once.