SpecPlanner is a specification planning tool that streamlines how you compile and organize building product specifications. It automatically organizes products by MasterFormat section, stays in sync with your Schedules, and exports a ready-to-share document when you're done.

SpecPlanner automatically places products in the correct MasterFormat section based on product type. You can manually add, remove, show, or hide sections at any time — and rename any section to match your firm's internal conventions. Drag and drop products to reorder them within a section or move them to a different one entirely.

Every product in SpecPlanner displays a Date Added line (showing who added it and when) plus any fields you've chosen to display. You can add up to 3 fields on a free plan, choosing from:

When you have more fields than fit on screen, use the left/right navigation arrows in the header to scroll through them. (Premium only — free plan users see the first 3 fields only.)

Instead of manually adding MasterFormat sections one by one, apply a template to populate your SpecPlanner instantly. Three template types are available:

When you're ready to share, click Export to download your SpecPlanner as a Word (.doc) or Text (.txt) file. The export includes a cover page, a table of contents, all visible fields and their data, and the name of the collaborator who added each product. Product images are not included.

SpecPlanner and Schedules are fully integrated. Adding a product to SpecPlanner adds it to the corresponding schedule. Checking or unchecking a product in Schedules adds or removes it from SpecPlanner. Any MasterFormat section changes you make in SpecPlanner are automatically reflected in the MasterFormat field in Schedules.

Collecting and organizing all the necessary information from various products is time consuming and messy. With SpecPlanner, adding products and their information to the correct section is quick and straightforward.

Ensuring consistency across different sections of the specification, as well as coordinating with related documents, such as drawings and other project documentation, can be challenging, especially in large and complex projects.

SpecPlanner allows you to add fields where you may attach documents for each product and keep them organized.

Keeping track of and incorporating changes in product specifications throughout the project lifecycle can be a significant challenge, increasing the risk of errors and inconsistencies.
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The integration of SpecPlanner and Schedules gives you the ability to track product approval status, and easily remove or add products to your specifications.

Coordinating and facilitating the review and approval process amongst various stakeholders, such as consultants, contractors, and clients, can be time-consuming and challenging.

Share views of your schedules with stakeholders. Products that are approved/rejected can be added/removed from your specifications with a simple check/uncheck box.

Maintaining a consistent and logical structure, formatting, and organization of the specification document can be a tedious task, especially when dealing with large and complex projects involving many products across multiple project categories.

SpecPlanner provides a structure that ensures consistency while still allowing customization to suit your firm's needs. Create SpecPlanner templates to make it even easier and faster to ensure consistency.

Capturing and leveraging institutional knowledge and best practices from past projects can be difficult, leading to potential inefficiencies and duplication of effort.

Combining the use of SpecPlanner, Schedules, and updates to your Firm Library, knowledge can be recorded, shared, and expanded across your firm.