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Products

PDF Schedule

Written By Julia M.

Overview

Schedules are tables of products — FF&E schedules, finish schedules, budgets — built from the Library in Reports.

Open Reports

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

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

Reports window with New report types and Ready to use reports

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 report 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.

Report editor, Content tab

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.

Page tab

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.

Save tab

Output

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

Download options: PDF, Excel and Word

Schedule layout options

Schedule Layout tab with Group by, Order, Columns and Trade disclaimers

  • 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.

Update schedules dialog

Related articles

  • Generating Advanced PDF Spec Packages

  • Individual Spec Sheets

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