🏗️Schedules, Budgets & Projects

This use case will show you how to use our Dashboard feature, as well as, how to start developing personalized templates and ROM budgets for sales & design purposes.

Who would benefit from this session?

• Furniture Dealer Sales, Brand Representatives, Residential Interior Designer, Commercial Interior Designer, Facilities Managers, Project Managers

• Sign up here 🗓️

Step 1: Open the Canvas for this Training

Schedules, Budgets & Projects in Canvas 👈

This "Training Canvas" is in Preview/Viewer mode to all users - If you’d like to edit this Canvas, duplicate the Canvas and edit the duplicated version.

• Use the Training Canvas to follow along as you learn how to create creative sales tools in Canvas - including an exportable spreadsheet of your furniture and accessory specifications, as well as, ROM budgets.

• Helpful Tip: Have access to multiple tabs and/or screens? Make the most of your training session with Canoa University open on one monitor (referring to the Syllabus with helpful articles and the Training Checklist), and the Training Canvas open on the other.

Step 2: Syllabus

You now have your very own teaching assistant and guided support along side the Training Canvas. Below are helpful articles and videos that will help you along the way.

*Also search for articles in the AI Search Bar above

How to use Areas:

Areas are a great way to quickly complete a ROM budget or call out the total price per square foot for a layout or room in a presentation.

• How to use Areas

  • Import and scale a floor plan

  • Add or toggle to the 2D vector product drawings

  • Personalize your Areas over the floor plan

How to use Product Lists:

Put all of that wonderful product data to work with Product Lists. You can rest assure you have accurate furniture counts based on your layout so throw out those highlighters!

• Working with schedules for furniture specification

  • Schedule basics refresher

  • Customize the view and the data

  • Resize

  • Filter / Sort / Search

Creating a Dashboard in Canvas:

• How to create a Project

  • Everything is a manual input

  • The widgets will interact with your inputs

  • Enter in a Project Discount and Markup

  • Enter in Milestones

• How to create a quick ROM budget

  • Add discounts per line item

• Download your Product List

• Export your Dashboard

Creating Presentations in Canvas:

• Let's use Templates to create your own presentation in Canvas

• Use Frames to Organize

• Create a ROM with Projects in Canvas and export it with Frames

  • Add discounts per line item

Step 3: Training Check List

Make sure you've hit all of the important topics by checking off this list.

• Create a Project:

  • Upload a floor plan

  • Add a project and define project details

  • Divide the floor plan with Areas

    • Make sure each area has a name and is shaded a different color

  • Add products to different Areas

• Add a furniture schedule with each Area and its products

• Create a presentation Template:

  • Use Frames to create layouts / presentation pages with:

    • Snip Plan with furniture layout

    • Overall floor plan

    • Schedule

    • Product cards or product images

Video Recording & Transcript:

• Coming soon

Resources:

📋 Homework Guide - Canvas: Schedules, Budgets, and Projects

🪑 Bonus - Canoa's main RFP Template Canvas

Next Steps:

Even though our Use Case trainings have come to an end, the Canoa team is offering additional support:

• Office Hours are open! Book time with us on Calendly, and we can walk you through anything you need.

• Two additional (optional) training sessions are coming soon:

  • One will be Sales focused

  • One will be Design focused

• This University Center and Canoa's main Help Docs will always be available