PROJECT WORKSHEETS

Download our Project Worksheets, an excel file that will allow you to customize it to exactly your needs. To make sure that you have covered all your bases, here are our extensive checklist by room and customize your open items list to include everything you are selecting for your project.

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What is the difference between our checklists and Project Worksheets

  • We start off our projects with a checklist per room, and once we narrow down our scope of work, we move everything over to our working project worksheet. This list will be updated throuoght the entire project and when it is updated, it should be distributed to the rest of the team on the job.

  • Many of the items included in the Project Worksheet will be items that the contractor will tell you to order and when they need it by. We call this the Ordering Schedule. This will be provided to you by your contractor and/or design professionals (architects, interior designer, kitchen designer)

  • One tip is that when we revise the list, we save a new copy with the date on it so that you have a clear paper trail of the progression of the project.

  • We do not include the budget on the project worksheet as this is a document that we share with others on the team and don’t find it necessary to share that information with everyone.

How We use the Project Worksheet

  • We also will highlight the rows of each time as they progress through the project so try can quickly glance and see what needs to be done. For example, if you have ordered the Entry Wallpaper, the entire row would be Yellow.

  • Under Description / Specs we like to include as much information as we can so you have it quickly at site meetings. For example for your dining room chandelier we would include the following information:

    • Size: width, depth, height

    • Any information that the electrical would need to know: canopy size, wattage, voltage,

    • fixture weight

    • finish

    • additional info: chain length, assembly info.

  • Vendor

    • Name, Adress, and contact info,

  • Link

    • A link to the product page and any spec sheets

  • Status

    • What the lead-time is,

    • The date it was ordered

    • Where it will be delivered

    • Any delivery notes

Steps to Customize your Project Worksheet

  1. Finalize your Floor Plan, including furniture layout

  2. Lighting Plan, including decorative lighting

  3. Callout Materials for Budget (Use our highlighted guides for additional information)

    1. Flooring : Wood Floors, Tile Floors & Wall to Wall

    2. Windows & Doors (including hardware that often comes with sliding doors)

    3. Crown Molding, Paneling, Window & Door Casings & Baseboard

    4. Cabinets

    5. Hard Materials (Countertops & Tile)

    6. Wallcoverings: Paint, Tile & Wallpaper

    7. Plumbing Fixtures

    8. Light Fixtures.

    9. Door Hardware: Interior, Exterior, Sliding, Privacy, Passage, Pocket door with lock, Sliding door

    10. Window Treatments: Labor, Fabric, Hardware & Trim

    11. Rugs

    12. Furniture

    13. Art and Accessories

TIPS // See our guides to help breakdown the ordering process. When finically possible we love it when all items can be shipped and stored to a receivers. That way they can inspect items on arrival and store everything safely. Tips to confirm before you hire a receivers When ordereing PLEASE make sure that all furniture can be brought into house. You must consider: Front Door Opening Hallways, bends in hallways Stairways. Room Doorways