Project planning workbook
Motorized Shading BOQ and Window Schedule
Collect opening, system, control, responsibility, approval and commercial inputs in one editable schedule for quotation review.
What this resource does and does not confirm
The workbook is a blank project-input structure. Blank cells are not approved specifications, and a completed schedule still requires configuration review.
Safe selection framework
- Build the opening register. Keep project identifiers, opening geometry, product intent and quantity aligned across the schedule.
- Coordinate technical inputs. Record mounting, access, drive-selection, project power, control, wiring and installation responsibility without assuming equipment suitability.
- Prepare the commercial handoff. Reference drawings and approvals, then state the BOQ unit, destination, packing, delivery basis and quotation currency requested by the buyer.
Required project inputs
- Access and maintenance. Record the proposed access route and maintenance responsibility for project review.
- Approval and sample submittal. List the samples, finishes or submittals that the project team needs to review.
- BOQ description and unit. Provide the buyer's item description and requested quotation unit without assumed specifications.
- Buyer role. State the role coordinating the request so review questions reach the correct project discipline.
- Control requirement and protocol. Describe the requested control outcome and any protocol identified by the project controls team.
- Curtain fabric, weight and fullness. Record the curtain information and fullness intent supplied by the project team.
- Delivery, trade term and timing. State the destination basis, requested trade term and project timing for quotation review.
- Drawing revision reference. Identify the drawing issue and revision used for the submission.
- Location identifiers. Use the project's floor, room and opening labels consistently across drawings and schedules.
- Installation responsibility. Record the proposed responsibility for preparation, installation, connection, testing and approval.
- Drive-selection inputs. Record the requested drive position and selection inputs; leave final equipment fields for project review.
- Mounting condition. State the proposed mounting or recess condition and identify surrounding constraints.
- Opening intent. Record the required movement or opening intent using the project drawing as reference.
- Packing and label grouping. Describe how finished items should be grouped and identified for site receipt.
- Quotation currency and total. State the requested quotation currency; totals follow project-configuration review.
- Product or system type. Describe the requested shading system in buyer terms and flag uncertain classification for review.
- Project destination. State the destination needed for document, delivery and coordination review.
- Project stage. Identify the current project stage so the submission can be reviewed in the right sequence.
- Project type. Describe the project context so the working file can be organized around the buyer's task.
- Quantity. Provide quantity by opening or item group and keep unlike configurations separate.
- Inclined or overhead geometry. Flag inclined or overhead conditions and record the project geometry for specialist review.
- Track route or shape. Show the planned route, turns, junctions and end conditions on the referenced drawing.
- Power-supply inputs. Record the project power information supplied by the electrical team without inferring equipment suitability.
- Opening geometry. Record project dimensions and the measurement basis for each identified opening.
- Cable route and power point. Mark proposed cable routes, handoff points and power-point locations on the coordinated drawing.
Use the working download
Download the blank working resource, complete only known project inputs, and keep uncertain selections open for review.