Form Help - Ironmongery Schedules
The Ironmongery Schedule, Door Schedule, and Finishes Schedule, and form an inter-related suite of forms and reports to streamline the often tedious process of scheduling. PlanChest assumes that Ironmongery is scheduled as Sets, the format used by most major ironmongery suppliers.
Creating a new Ironmongery Schedule
Before starting to create a new Ironmongery Schedule for a Project, ensure that the Project is in the Projects List and the Company whose Schedules you wish to create (generally 'My Company') is a Project Company in the Project Directory.
From the Home Page, select Ironmongery Schedules which will take you straight to the Ironmongery Schedules view with one of the existing schedules visible. Select the pull-down Project list in the grey banner at the top of the form and confirm that the Project is not already listed.
Type in the Project Number then press the 'Return' key. A dialogue box will appear asking whether you wish to Select a Project for which to create a new Ironmongery Schedule? . Select Yes . You will be presented with a list of all the Projects. Select the correct Project and this will be inserted, in red text, into the box in the grey banner.
You must then add some information to 'fix' the new Schedule. We suggest you insert the first Set Number into the relevant box. Don't worry if this is incorrect, you can always return and edit the information later.
Return to the Home Page, reselect Finishes Schedules and the new Project Number will appear in the selection list at the top of the form.
Data constraints
Header Information
Project: This information will have been entered when you Created a new Ironmongery Schedule.
Revision: The use of this field is dealt with below.
Notes: A text field, intended to refer to the whole Ironmongery Schedule. Often used to provide more information about the specific Revision, e.g. Set 103 revised, Set 123 added.
Set Information
Set Number: A text field, allowing set 'numbers' to be alpha-numeric, e.g. 101, 102, 103, etc. or A, B, C, etc.
Ironmongery items: Text fields, allowing the insertion of numbers or characters.
Revision: A text field with a maximum of 2 characters. The use of the Revision field is dealt with under Frequently Asked Questions.
Reports
For general information on Reports, refer to the PlanChest Guidance page.
In the early days of developing PlanChest there was some debate as to whether Door Schedules and Finishes Schedules should be based on A4 or A3 size paper. Although both sizes had advantages, we took the view that A4 was a better compromise than A3 and PlanChest was developed on the basis that all Schedules would be printed on A4 paper, landscape format. If you prefer your Ironmongery Schedules to use A3 paper, or A4 portrait format, we are happy to reconfigure your version of PlanChest under our Consultancy Services.
Ironmongery Schedule: A fixed-format A4 landscape list which may be printed as a Filtered Report.
Ironmongery Schedules - Frequently asked questions
How should I record revisions in Schedules?
Revisions to the complete Schedule are recorded in the header. PlanChest stores only the latest information and does not store historic information. If, for example, you wish to record the content of the 'Notes' field for each revision you will need to print and keep hard-copy reports each time the schedule is revised.
Revisions to individual sets should be recorded by inserting the latest revision letter of the complete Schedule in the box at the base of each set 'page'. This should be updated each time the record is revised but PlanChest doesn't retain historic information, e.g. if a particular set is shown as Revision 'G', there is no way of knowing whether it was revised in one or more of Revisions A to F. If you need this information you will need to keep hard-copy reports of each revision.
PlanChest does not provide any facility for recording exactly what information has been revised in each record. This is intentional as we consider that the management implications of trying to record every individual change are too onerous. We believe that directing third parties to the revised records (by inserting the latest revision letter in the relevant column), and then letting them search for the revised information, is all that you should be expected to provide.