Sections and The Menu
At the top of the site, you'll see the Section Menu.
Currently we have Projects, Inventory, and Help.

The Projects section holds all the information regarding individual events,
like the Equipment List, Worksheets, Fixture Sheet, etc.

The Inventory section holds more persistant item information, with proper names and attributes.
Information on specific lighting Fixture Types is also stored here.

Each user has their own Projects and Inventories,
which can be shared with other users.

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The Inventory Sections
Within the Inventories section, you have Inventories, Inventory Items, and Fixture Types. Inventories are are not required, but they are recommended. While you can add any equipment you'd like to your Project, matching them to an Inventory item unlocks more features, prevents spelling mistakes, and gives better reporting. Also, Fixtures must be added to your inventory before they can be patched or circuited

Inventories contain Inventory Items, and Inventories can be Enabled or Disabled as needed.
This feature is specifically for people who deal with more than one Equipment Vendor,
so they can switch to the correct inventory depending on which Vendor they are working with.
The feature also allows a Vendor to create specific internal inventories,
only to be used for certain clients or event types.

All enabled Inventories are pooled together when you create your Equipment Lists.

Categories allow Inventory Items to be sorted and searched quickly, and allow Pullsheets
to be broken up into Vendor Department specific sheets.

Inventory Item attributes such as dimensions and weight are not required, but are useful
to know in certain cases. The Inventory serves as a reference for this information.

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Inventories
Inventories are the overall containers for Items, Categories, and Fixture Types.

Your active Inventory is your current working inventory. Any Items or Fixture Types created on the fly are added to your Active Inventory.

Enabling/Disabling Inventories controls which Inventory Items and Fixture Types are visible. You can have more number of Inventories enabled, or you can disable uneccessary Inventories to prevent clutter. A standard setup would be enabling only the Inventory of the vendor you are working with, plus your personal Inventory of custom Fixture Types. Or, many users only have one generic Inventory, based on the Starter Inventory.

Sharing Inventories lets users share their Inventories with other users, with various permission types. Shared Inventories can be used as is, and every member of the Inventory will have access to any updates made to the Inventory. A Shared Inventory can also be copied, making your own version. Copying a Inventory creates a new Inventory you own, but severs the update link.

Items from one Inventory can be brought in to another Inventory with the "Update" option, which searches the source Inventory for items that are new or updated in your destination Inventory and copies them over.

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The Starter Inventory and Vendor Inventories
Instead of creating your own inventory from scratch, you can add our Started Inventory to your Inventory List. This is the same as adding a Shared Inventory, you'll be a guest of the Starter Inventory with 'View' permissions. It's best practice to add our Starter Inventory, then create your own Custom Inventory. Activate your Custom Inventory and Enable both Inventories. You'll be able to use and Match any item in the Starter Inventory, and any custom items or on the fly items will be added to your Custom Inventory.

Vendor Inventories are like Shared Inventories, created by a specific Vendor. They retain special controls, including the give access to their Inventory by URL or a Vendor Code. If you have either, you can add their Inventory by entering the code in the Inventory screen, instead of asking the vendor to use the normal Sharing Process

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Inventory Items
Inventory Items represent any item available for your projects. While equipment can be added to projects without matching to Inventory Items, certain features are tied directly to Inventory Items. Reports with Item Totals are based on either spelling or Inventory Item Matching, Volume and Weight reports are based on Inventory Items, and Categories are based on Inventory Items. All Fixture and Fixture Type based features are based on Inventory Items.

From the Inventory Item list your can set all sorts of additional information, change categories, or copy items from one Inventory to another.

The "Copy Fixture Types..." option lets you copy just Fixture Type information into your Inventory Items. If you've set up your inventory just the way you like it, but don't want to recreate all the Fixture Type information by hand, use this option.

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Fixture Types
Fixture Types are Inventories Items with special properties for Fixture Modes, DMX Patch, Power Circuiting, etc.

Fixture Types contain the Physical and Electrical properties like wattage, voltage, and physical dimensions. Fixture Modes define DMX footprints and manage how your Fixtures are patched, and are attached to specific Fixture Types

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The Projects Sections
The Projects section is where you'll spend most of you time. Each project is separate, with their own
Equipment List, reports, and Worksheets.

In the add/edit project section, you can manage your various Projects.
Use the New Project form to create projects.

and use the Current Projects list to edit your projects, and select your active project.

Your Active Project is the Project you are currently working on.
You'll see the Equipment List and Worksheets for that project only.

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Project Equipment
The Equipment Section is where you'll add your items and organize your equipment list.
Using the Add Items text box, you can add multiple items at once,
organizing them into positions and cases, and labelling, looming, bundling and color coding as you go.
Use the Show Formatting Help link under the text box to get more detailed information on how to format your input.

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Project Parts and Positions
The Working Project Part and Working Project Position boxes are there to manage you Project Parts and Positions.

Every item belongs to a Project Position, and every Project Position belongs to a Project Part.

When you create a Project, a default Part and Position will be created for you. You can ignore these features entirely if you choose.

While working on your Equipment List, you can hide Parts and Positions you aren't working on using the Show Only This Part/Position checkboxes.

Project Parts are designed to separate your project into large chunks, but to do so transparently.
You'll be able to filter your Equipment List and break your final reports up by parts.

Equipment you add will go into which ever Part you have selected in the Working Project Part box.

A good example of using Parts would be to separate last-minute adds to be delivered on another day, or
to track another department's additions that need to be delivered to them directly.

Project Positions are designed to break your Project up into physical locations, like Downstage Truss, or Front Of House.

Positions can be color coded for reference, to help sort items and cases on-site faster.

Positions also have Position Hints, which are notes attached directly to positions.
These hints allow you to quickly outline your project, by adding all the Positions you'll need,
then adding hints to each position as broad strokes reminders for what items you'll need, cable lengths, rigging requirements, and client notes, etc.

Hints will appear in the right hand side menu, in the Note column, for a quick glance at how many unresolved hints you have.

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Project Equipment List
The Show Equipment List are contains all the items you've added to your project (assuming you haven't hidden Parts or Positions)

The list is broken up by Part, Position, and Equipment Case

You can click and drag to sort each item, by clicking on the dotted icon on the left hand side
You can also edit each item in place, by clicking on the value you'd like to change.

Items and cases can be sorted and moved into different Positions by dragging.
Items can be moved into and out of cases by dragging as well.

The Options link for both cases and items opens a more in-depth editing window,
allowing you to set specific details and info.

Each Equipment List item row is packed with information, which is explained below:

The first column is the drag icon, where you'd click to drag and sort an item.

The next column has the Select checkbox, for selecting one or more items.
Multiple items have certain bulk operations that can be performed. A small window will appear on the bottom of the
screen with various options when you have items selected.

Next we have the Quantity column, hopefully self explainitory.

Then the Item Name column, which has either the raw text you entered into the Add Items text box, or the Inventory Item name if this item has been Matched
Changing the Item Name here will cause the site to try and re-match the new text to another Inventory Item.

Next is the Notes and Details column, which has notes for individual items, a Label field for labelling items,
a Color field, to color-code specific items, a Bundle field for Bundling assorted items together into a package,
and a Loom field, for assigning a Cable (or item, I suppose) to a Cable Loom

Each of these fields can be edited in the Equipment List, or added when useing the Add Items text box (see the Formatting Help)

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Equipment List Item Status
The Status column is a little more complicated and deserves it's own section.

When you add an item to a Project, the site will try to match your item to an Inventory Item you've already created.

If we can find a perfect match for the item you've entered, we'll automatically match your item to the inventory item,
and you'll see a green 'm' in the status column, which means Matched

If we can't find a match, you'll see a red 'u', for Unmatched. You'll also either see a blue Add Item button, or a black and red Match: button.

The Add Item button will quickly create an Inventory Item from your item, allowing future items to match.

The Match: button appears when we couldn't find a perfect match, but we found a pretty close match.
pressing the Match: button will match the item with the named Inventory Item, changing the name in the
equipment list to match the Inventory Item

You can also mark an Item as Temporary, meaning the item does not match anything in your inventory,
but we want to treat it as a Matched item regardless. This is meant for things a vendor doesn't own
but need to be added to the project, like gear owned by Production, or the Lead Designer's personal chair.

Matched and Unmatched items are treated almost identically, except for certain report options and progress notifications.
The true purpose of matching items is to avoid spelling errors and to give you quick
access to attributes you've saved, like dimensions, weights and accessories.

The Options link gives you more related options. You'll be able to Add
and Match, change Positions, and edit specific details about an item.
You'll also be able to Unmatch a Temp or Matched item,
so it can be editted once again.

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Equipment Case Options
Equipment Cases are road cases.
You can add a case using the Add Items text box, following the Formatting Help

Equiment Cases are similar to Positions. You can store any number of items in one,
and add your own names and color codes.
You can drag a case around the equipment list to sort it, but you can not sort a case into another case.

Equipment Case rows have less options to worry about.

They can be dragged and sorted like an item, with the exception that they can't be sorted into another case.

They cannot be editted on the fly, instead you must click the Case Options link to make changes.

Here you'll be able to change the label, set the color code, and specify case type and dimensions.
You can also move the case to another position.

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The Color System
A brief note about the Color Code system:

Project color-codes are not applied to any items, cases or positions. It's solely there to specify a Label Color if a Vendor Shop prefers to
label cases on a per show bases.

Postions, Cases, and Items all have color options that will appear on your reports and in the Equipment List. If an item has no color specified, it will
inheirit the color of it's Case or Position. The same goes for cases; if they have no Color of their own, they'll use the color of their Position.

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Equipment Looms and Bundles
Looms and Bundles are more ways of organizing your equipment.

Bundles are designed to mark certain items to be bundled, either in a case or loose. Normally this would be used to group loose cables that serve the same purpose together.
Bundles can be conceptual or literally tied up with tie-line or tape, to separate designated items for their specified purpose.

Looms are cables taped together to make a single run of cable comprised of multiple single cables.
The Cable Loom Worksheet (still in development) will include the looms created in the Equipment List, and vise versa.

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Fixtures and the Fixture Sheet
The Fixture Sheet is the basis for the Lighting Fixtures Worksheets, allowing you to enter or
import fixtures and their details, and have that infomation automatically added
to the Equipment Lists and various reports.

Please see the Importing Fixture Help guide for more infomation.

There is also a Fixture Label printing feature, which currently prints a stardard fixture label on Avery compatible labels, 5160 style or similar.

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Notes, TODOs, and Hints
We've included a basic Notes and TODO system, in an attempt to help you organize your thoughts and tasks all in one place.
While you're working on the Equipment List, the right-hand Side Bar can display all the unresolved
Notes and TODOs, along with Position Hints.

The Notes section is a central location to view, manage, hide or delete any Note you've added to the active Project.

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Reports
The Reports section gives you access to your Project's reports, for
either printing or exporting to CSV, which can be opened by either Excel or Numbers.

The Reports section will be a constant work in progress, with more reports being added along side new features.
if your looking for a report that doesn't exist, feel free to contact us and make a few susggestions.