Editing the Project settings

This article will teach you how to add the details of your Project and edit your Project settings to better manage furniture schedules, budgets, and milestone dates within your Canvas.

You have opened or created a Canvas, began designing with Products, and added a Project into your Canvas to better capture the scope and budget of your new project.

When we first add a Project into our Canvas, the Project initially captures every single product that lives in that Canvas - product images, cards, and drawings. This article will show you how to edit and add details to the Project and filter the furniture Schedule to show only product data you want included.

This Project feature is only available in upgraded, paid accounts.

Edit the Project Settings:

1. Click on the Gear icon in the upper right hand corner of the Project. A side panel window will pop-up on the right side of your screen to edit all the fields inside the Project. Click the arrows to expand the sections.

   • Give your Project a name.

   • Input the address of your Project's location. The Google Maps preview will populate automatically.

   • Add in an overall budget, project Discount and project Markup percentage. Choose to hide or show the product subtotal here too. The budget per sf will populate automatically based off of this and the Plannable Area input.

   • Add in Gross Area (sq ft)

   • Add in Plannable Area (sq ft) - Areas automatically calculate this number for you!

   • Add Milestone dates that will then activate the Milestone widget at the bottom of your Project. After you add a few milestones - like Kick Off Meeting, Order Ship Date, and Delivery & Install days - you can scroll horizontally on the timeline widget to compare those due dates to today.

   • Column Settings is where you choose which data fields appear in your Schedule and set their order.

2. To exit the Project Settings, simply click anywhere on the Canvas outside of the side panel. The settings side panel will save and close automatically.

Click the Pencil Icon to open the Project Settings.

As you input information into the Project settings fields, the widgets on the Projects window will automatically update and change.

Edit the Furniture Schedule:

1. Filter the furniture schedule by selecting the product type icons in the upper left corner - Drawings, Images, and/or product Cards.

2. Click the Filters button to filter the schedule by Areas, Category, Condition, Lead Time, Manufacturer, Vendor, and Tags.

3. Need to edit the pricing? This is the place to do so. You can edit pricing directly inside the Schedule by double clicking into the Discount and Markup fields per line item. This is great for creating ROM budgets!

   1. Choose to show or hide the List Price, Sell Price, and/or Net Price in the column settings.

Pro Tip: Choose to include Areas in the Column Settings of the Schedule. This way, when you export the schedule to a CSV file, Areas will be included as a data column that you can sort by in your next spreadsheet program.

pageHow to create a furniture schedule

Filters to the left. Column settings to the right.

Editing the Project Settings and inputing all the details of your Project inside your Canvas allows you to track your actual costs against your overall budget, set project milestones and track against them live, and track your embodied carbon to see how much of your Project is designed with second-life pieces of furniture.

Now in Canvas, you can manage Projects all in one place with live, active product data.