How to Get Started With SpecPlanner
1. Access the SpecPlanner
Navigate to the left side menu and click on SpecPlanner
Note: The project you are creating specifications for is identified on the left-side menu. If you need to change to a different project, use the drop-down menu next to the project's name. If you need to create a new project first, check out the Creating a New Project video.
2. Add MasterFormat Sections
There are two ways to add sections:
To Manually Add/Remove Sections, click on Add Sections
Toggle on all the sections you will need for this project
Use the arrows to add subsections
All the sections and subsections you added will appear on the SpecPlanner
To add sections from a SpecPlanner Template (the fastest way to add sections), click on Templates.
All Acelab default templates, all templates you have created, and all templates someone else has made available to the firm are listed on the left side of the pop-up window
Use the tags to find which template is closer to what you are looking for
Click on a template to see its description and which sections are included
Select Apply
All sections from the selected template will be added to the SpecPlanner
Tip: Review your project scope before adding sections so you are sure to add what you need.
3. Add Products to SpecPlanner
To Add Products to a specific section, click Add Products, and you’ll see four options:
:
Select From Firm Library:
Just select the product you have saved in your Firm Library and click Add ProductSelect from Schedules:
Choose products you have already saved to schedulesSearch by Manufacturer:
Search for products by adding the manufacturer's name and selecting your desired products.Add a placeholder product:
Use this option to add products that aren't yet available in our database
4. Move products to different MasterFormat sections
Click on the three dots next to the product and choose Change MasterFormat Section.
5. Remove products
To Remove Product from SpecPlanner, click on the three dots next to the product and choose Remove
6. Track progress
If needed, change the custom field to keep track of product information
7. Change Height
8. Create a template
If the specifications you just created can be helpful to you when creating specifications for other projects, turn them into a template!
To Create a New Template from Your Current SpecPlanner and Overwrite an Existing Template :
Navigate to the Template button at the top right-hand corner
Select Create Template from the Current View
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