The third way to build, beside shaping the building in 3D and typing exact numbers in the Design panel. The Checklist lists everything this build accounts for, grouped into Building and code, Walls, Roof, Openings, Floors and levels, Interior, Electrical, Site and Pricing assumptions. Each row has its value, its state (Default, Edited, Set by rule or Needs review), the findings it raises, and Explain · Where · Help. A row edits with the same control the panel uses for that field, so a change here moves the model and the panel at once, as one undo step. Tick a row Accounted for when you have checked it: the tick records who and when, undo never takes it away, and if the value changes later the row reads Changed since ticked and stops counting until it is ticked again. Export to Excel downloads the whole list.
Also called: build checklist · spreadsheet view of the design · what does this build account for · checklist view · list every option on the building
Every value the building accounts for, in one list
Rows are grouped the way the building is priced: Building and code, Walls, Roof, Openings, Floors and levels, Interior, Electrical, Site and Pricing assumptions. The filters Needs review, Edited, Warnings and Not ticked each show their count, and Find a row searches by name.
A default nobody looked at gets priced as if somebody chose it.
When every value is on one list, an unexamined one is visible.
Change it here and the model changes
A row edits with the same control the Design panel uses for that field. The change runs through the builder's own undo, so the 3D model and the panel follow at once and ⌘Z takes it back, wherever you made it. The right-click menus on the building offer the same options, so 3D, the panel and the Checklist never disagree.
A second form with its own copy of the design drifts from the drawing the first time someone edits one and not the other.
One design, three ways in, one undo.
Each row says where its value came from
The state reads Default, Edited, Set by rule or Needs review, and the findings column carries the checks that row raises. Explain opens where the value comes from, Where jumps to it in the panel, and Help opens its guide. See help and sources in the builder.
A value with no provenance cannot be reviewed, only accepted.
The reviewer sees at a glance what was chosen, what was defaulted and what a rule set.
Ticks that remember what you checked
Tick Accounted for as you check each row; the ring and the line under the title count what is left. A tick records who ticked it, when and the value they accounted for. Undo never takes a tick away, because a tick is a record of a check, not a change to the building. If the value changes later, the row reads Changed since ticked and stops counting until someone ticks it again.
A checked box that stays checked after the value under it changes is worse than no check at all.
A tick is tied to the value it vouched for, so it cannot outlive it.
Export the list to Excel
Export to Excel downloads the Checklist as a workbook: area, item, value, state, note, the count of fixes and checks, whether it is accounted for, by whom and when, and where to change it. From an estimate's Review tab, See the build checklist opens the same list for that estimate's design.
A design review that happens on paper starts with somebody retyping the design.
The list leaves the builder as data, ready to share or print.
- 1Press Checklist at the top of the 3D builder
- 2Work down the groups, or narrow them with Needs review, Edited, Warnings, Not ticked or Find a row
- 3Change a value in its row; the model and the panel follow
- 4Press Explain for where a value comes from, Where to jump to it in the panel, Help for its guide
- 5Tick Accounted for as you check each row; the ring counts what is left
- 6Press Export to Excel for the list as a workbook, or Back to 3D to return to the model
Some estimators shape a building by dragging it, some by typing numbers, and some by working down a list of everything that has to be accounted for. A builder asked for exactly that last one in their own words: the whole house at a builder-grade level, with all of the standard items already filled in. A list makes the defaults visible, so nothing is priced on a value nobody looked at. So the Checklist is not a separate form with its own data. Every row is the design's own field, edited through the same undo as the 3D view and the panel, and a tick is a record of a check, not a change to the building, so it survives undo and flags itself when the value moves.
- Defaults priced without anyone looking at them
- No record of which parts of a design were checked, by whom
- A check that silently goes stale when the value changes
- Options spread across menus and panels with no single list
