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How to Get Started With SpecPlanner
How to Get Started With SpecPlanner

Learn how to automate specifications and create checklists to organize materials selection.

Updated today


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:

  1. Toย 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
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  2. 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 youโ€™ll see four options:

:


4. Move products to different MasterFormat sections


5. Remove products


6. Track progress

If needed, change the custom field to keep track of product information


7. Change Height

  • Click on the Height button in the top bar and select the appropriate 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


๐Ÿ“š Keep Learning ๐Ÿ“š

Next: SpecPlanner Use Case

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