The Rooms view is the foundation of your Item Schedule. It helps you create a clear framework for organizing every selection in your project. In this view, you can add four structural levels:
Room – the main container (e.g., Kitchen)
Space – sub-sections of the room (e.g., Pantry)
Area – grouped items inside a space (e.g., Cabinets)
Location – the most detailed level, where product selections live (e.g., faucet, flooring)
1. Open the Rooms View
In your project, go to the Item Schedules tab.
Select the Rooms view.
2. Add a Room
Click Create Room.
Choose the appropriate Room Category (e.g., Primary Space).
Select the Room Type (e.g., Kitchen).
Enter any additional room details.
Click Create.
3. Add Spaces to the Room
Within the Room you just created, click + Add Space.
Name each Space you want to include (e.g., General Kitchen, Breakfast Nook, Pantry).
4. Add Locations
Locations are the specific spots where product selections will be assigned.
Choose Add Location inside a Space (or inside an Area).
Select the Division (e.g., Furnishings, Appliances, Lighting).
Choose the Type, and optionally the Sub-Type.
Exception: Finishes do not use Types/Sub-Types; simply assign where the finish belongs.
Your new Location will appear under the Space (or Area).
Note: If you want to group related Locations into an Area, click Add Location, switch to the Area tab, name the Area (e.g., “Cabinets”), and then add the Locations that belong inside it.
To remove a Location, hover over it and click the ⋮ menu.
Your Structure Is Ready for Item Assignment
Once Rooms, Spaces, Areas, and Locations are set up, your schedule becomes a structured map of the project, making it faster and more accurate when you assign items later.