Columns and printing

The same schedule serves three audiences, and each needs a different version of it.

Choosing columns

The columns button at the right of the grid’s toolbar lists every column with a tick box. Item and Actions are always shown; everything else is yours to turn off. Show all puts them back.

Your choice is remembered against your login, so it follows you between sessions and between projects without affecting colleagues. Column widths can be dragged from the edge of a heading, and those are remembered on the device you set them on.

Turning off the columns you do not use gives the ones you read more width — worth doing on a laptop, where the schedule is wide. On a phone or tablet every column you have ticked is still shown: the row simply stacks into a card.

Finding things

• The filter box narrows the schedule as you type — item, product, supplier, SKU, colour, notes.
• The status dropdown shows only what is not yet approved, approved, over allowance, or ordered.
• The room dropdown shows one room’s items.
• The three view icons lay the schedule out three ways. By category puts a heading over each category with its own allowance, selected total and variance. By room puts a heading over each room instead — the order you walk the house with the client — and lists an item under every room it belongs to, with anything not yet assigned to a room at the end. List is one flat list. The grid remembers which you used last.
• Click a column heading to sort by it; click again to reverse; a third click returns to the schedule’s own order.

The summary

Above the grid: the total allowance, the total selected (the chosen products at their quantities), the variance between the two, and how many items are approved. It covers the category you are looking at — the whole schedule when All Items is selected — and does not change as you type in the filter box, so the number the client signs against stays put.

Printing

Print, Print Size and Download produce the schedule as a document.

Print Size controls the layout. A schedule with product images needs more room per row than one without.

What each audience needs

The client

Include	Leave out
Room, category, item	Your cost
The chosen product, with image	Your margin
The allowance	Internal notes
The variation, where one applies	Supplier names

Their version is a record of what they chose and what it costs them. It should be readable by someone who does not build for a living.

Check the columns before sending to a client

The most costly mistake in this module is a printed schedule that still shows your cost against the client’s price. Look at the output before it goes, every time.

The site

Include	Leave out
Room, category, item	Prices
Product name, SKU, finish, colour	Allowances
Quantities	Variations
Any installation note

The supervisor needs to know what goes where. They do not need the money, and they work alongside the subcontractors who would be interested in it.

Your office

Everything. Cost, allowance, chosen price, variation status, internal notes.

Include the images

For the client’s copy, images are worth the extra pages.

A schedule listing “Methven Kiri basin mixer, brushed nickel” is precise and means nothing to most clients. The same row with a picture is a record they can actually check, which is the point — the schedule is only useful as a dispute-preventer if the client can verify it.

Send it after every change

A selections schedule is a living document until every choice is made. Send an updated copy whenever it changes materially, and keep the sent copies.

Two things follow. The client always has the current version, and you have a dated record of what they were told and when.

Export

Download exports the schedule for filing or for sending.

Attach the signed-off version to the project in Documents. It belongs with the contract documents, and it is one of the first things anyone looks for at handover.