Find your way around the FF&E schedule

The Procurement tab is the FF&E schedule for one project. Everything you specify for the project is here, grouped by room.

Open the schedule

1. Open Projects and choose the project.
2. Select Procurement.

The header

Under the title you'll see:

• Total cost, shortened. Hover over it for the exact figure.
• N of M delivered, with a progress bar.
• N pending approval, in amber when any items are waiting on the client.

Totals are in the project's currency. Items priced in another currency are converted at live exchange rates. Select the information icon to see the rates and when they were last updated.

The toolbar

• Search items... finds items by product name. Press f to jump to it.
• Needs action and Watchlist narrow the list. See Search, filter and save a view.
• The eye button (Hide figures) hides the totals in the header, which is useful when you share your screen. Prices on the rows stay visible.
• Columns chooses which optional columns appear.
• Export downloads the schedule as an Excel file.
• Client access shares the schedule with your client's portal.

Rooms

Items are grouped by room. Items without a room sit under Unassigned. Each room header shows the number of items and a Subtotal. If the room has a budget, you'll also see Budget with a bar, or Over by in red when the room is over budget. Click a room header to collapse or expand it.

Rooms and their budgets are set up in the project's Settings > Rooms.

Columns on every row

• Product: image, name, dimensions and any risk chip.
• Supplier, with the sample icon.
• Qty and unit.
• Total.
• Status: where the item is in your process.
• Approval: the client's decision.
• PO: the purchase order number and three dots for created, sent and paid.
• A comment button and a ⋯ menu at the end of the row.

Optional columns

Choose Columns in the toolbar and tick the ones you want. Techstyles remembers your choice in this browser.

Reorder items in a room

Hover over a row and drag the grip on the far left up or down. You can only reorder within a room. To move an item to another room, use Move to Room in the row's ⋯ menu.

Good to know

• Members can see the schedule of projects they are part of but can't change it.
• Wide schedules scroll sideways. The Product column stays in place.
• Hover over a converted price to see the supplier's own price and currency.