# Set up projects and rooms

> Give your selections a clear home before importing.

Web guide: https://docs.casamakes.com/guides/projects-and-rooms/

Last reviewed: 2026-11-01

## Where to go

Projects → New Project → Add Room

## Before you start

- Owner access to create a project; edit access to work in an existing one.

## Step by step

1. **Create and open the project**

   Choose New Project or Add New Project, enter the name, and choose Create project. Open the project.

2. **Name the room**

   Choose Add Room and create a useful location name. To rename a room, click its name, edit it, and press Enter or click outside.

3. **Understand rooms and schedules**

   A room describes where an item belongs. Furniture, Accessories, Finishes, Fixtures, Lighting, and Appliances describe its discipline. Decorative lamps are under Furniture; Lighting is for architectural lighting.

4. **Check the project settings**

   Click the project name to rename it. Open Options to change Project Currency or Hide Prices. Check selected price columns and the final file before sharing an export.

## Currency and repeated rooms

Options → Project Currency → Default (source) keeps source currencies. Check the currency beside each amount before editing it.

Names such as “Level 02 · Room 201” help you find a room; they do not create floors or multiply quantities. Check quantities explicitly.

## Check the result

The intended project and room are visible and their names persist after reopening.

## Tutorial

[Video](https://docs.casamakes.com/projects-and-rooms/tutorial.mp4) · [Transcript](https://docs.casamakes.com/projects-and-rooms/transcript.txt)

## Related guides

- [Import supplier links](https://docs.casamakes.com/guides/import-links/index.md)
- [Find, move, assign, and duplicate products](https://docs.casamakes.com/guides/organize-products/index.md)
