PDF Schedule

Overview

Schedules are tables of products (FF&E schedules, finish schedules, budgets), built from the Library in Spec Sets.

Watch it: the Spec Sets lesson in Campus, step 5, “For the trade” (chapters 1 to 3, from 0:04), and step 8, chapter 2, “Project schedules and Update schedules” (starts at 0:29).

Open Spec Sets

• Click Spec Sets at the top of the Library for the current list, or

• tick products and click Spec Sets in the toolbar to build from just those.

Start a New report: Spec sheets (one page per product), Schedule (a table, grouped your way), Matrix (any two fields across and down) or Boards (big photos, 2–6 a page), or pick a Ready to use report: Spec book, FF&E schedule, Finish schedule by trade, Finish schedule (every field, 11 × 17), Finish schedule 24 × 36 plot sheet, Quantities by product, Room finish matrix, Budget by room, Selection boards, Spec index. Each is marked Client copy or Contractor copy. Spreadsheet (CSV) exports the raw data.

The Spec Set editor

The preview on the right updates as you change settings. Switch type with the tabs at the top (Spec sheets, Schedule, Matrix, Boards).

Content

• Who it's for: Client (selling prices, no costs), Contractor (no prices) or Studio only (adds your cost and markup).

• Products: project, categories, rooms, Status, vendor and tag filters, and Choose products.

• Also in this file: add a mood board or a PDF.

Layout

For spec sheets: product name (Client-facing, Manufacturer's or Both), image layout, which blocks show on each sheet (Images, Product info, Specs, Description, Important note, Pricing, Sub-items, Procurement, Tracking, Attachments), order and trade disclaimers. For schedules: Group by and then by, start each room on a new page, combine the same product across rooms, columns, and sub-items as rows.

Page

Cover page (or your own PDF as the cover), title, note for the cover, prepared by, Terms and conditions, and margins.

Save

Save this layout to reuse it, Save as a project schedule to keep it updatable, set the File name, and tick Add to documents to file it under the project's Documents.

Output

Print, Live link, or Download as PDF, Excel (a row per product) or Word.

Schedule layout options

• Group by Room, Category, Vendor, Status, Tag or Nothing: then by a second field.

• Columns: add, remove and reorder (Product info, Specs, Pricing, Procurement, Tracking, Description, Notes, custom fields), per category if needed.

• A summary page totals by room, category and status, lists items waiting for approval, and counts deliveries.

Keep schedules current

A saved project schedule can be refreshed from Library with Update schedules. It shows each schedule's version, how many changes since, and things to check; each update replaces the current file in Documents → Schedules and keeps earlier versions in its history.

Related articles

• Generating Advanced PDF Spec Packages

• Individual Spec Sheets