Read the release calendar
Every takedown series on a project merged into one calendar, banded by date, with planned against closed, and each take's own date editable on its row.
A takedown is a builder buying lots on an agreed cadence. A real deal usually runs more than one series at once, with independent counters, and the interesting events are the collisions between them: two closings landing on the same date, or a shared deposit pool spent in the order the takes actually happen.
This page merges every series into one calendar and bands it by date. The budget tab renders the same agreements one panel per product, which is the right shape for editing a schedule's own cadence and pricing, and the wrong shape for reading what happens next.
Two screens, and which one you want
They have separate names because they answer separate questions. The Release calendar is this page: every series read at once, banded by the date lots actually release, and the place a take's date is nudged. Takedown schedules is the budget tab's takedown view: one panel per agreement, and the place pricing, the cadence rule, quantities and generate-takes are entered. Each one links to the other from the top of the page, so neither is somewhere you have to remember the route to.
Planned, closed and banked
Three counts sit on each row and they mean different things. Planned is the quota for the period. Closed is what actually happened. Banked is the carry forward, which is how a period whose quota was absorbed by an earlier bulk take is distinguished from one nobody has touched.
One figure for what arrives
The net a take is expected to bring in, after deposit credit and release prices, is computed in one place and read the same way here, on the overview, and in the downloaded schedule. A closing already on file counts against the schedule's cap and draws down the shared deposit before any open lot is priced, so a partly closed series does not re-forecast money a closing already accounted for. The overview's next takedown counts only lots still open, so a period whose quota an earlier bulk take absorbed is not named as the next one. The downloaded schedule is computed from every row or not at all: if a read fails while the file is being built, the export answers with an error instead of a schedule with quietly missing takes.
Pricing and who sees it
The dates and the quantities are schedule data. The pricing behind a series is money data and sits on its own record, so a reader with schedule access and no money access gets the whole pipeline and no figures. That is deliberate: a builder's release prices are not part of knowing when lots come off.
Moving a take
A take's scheduled date is editable on its own row, for anyone who can edit schedules. Save it and the row re-bands under its new date, which is the confirmation: the page is the calendar, so moving a release moves it on the calendar in front of you. Clearing the field hands the take back to its schedule's cadence rule.
A date is schedule data, not money data, so the key is schedule edit. A reader whose money is redacted may still move a take, and is not shown a price to do it.
Who can
- Schedule & dates at view or better: anyone who can see the schedule.
How to
You open this when somebody asks which lots release next, and when.
- Switch project carries this deal's name. The Release calendar is a project page only: there is no All projects version of it.
- This is the Release calendar, and it reads. Takedown schedules, on the budget tab, is the same agreements one panel at a time, and edits.
- Rows band by the date a take actually happens. Planned is what is scheduled; closed is what has funded.
- A take's plan counts from an anchor on this project's schedule, so a slip carries the release with it. A date typed on the take wins.
- Take the same rows out as a workbook or a PDF for whoever asked for them.
Related pages
Known limits
Nothing else on this page is entered here. Planned, closed and banked are read from the schedule as it stands, and quantities, pricing and the cadence rule are edited on the agreement they belong to, in Takedown schedules.
