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Getting Started with Spec Planner
Getting Started with Spec Planner
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Written by Hardik Makrubiya
Updated over 2 months ago

Follow these steps to get started:

  1. Accessing Spec Planner:

    • Navigate to your project on Project dashboard.

    • Click on the "Spec Planner" tab on Navigation toolbar at the top.
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  2. Understanding the Layout:

    • You'll see a hierarchical view organized by Masterformat Sections.

    • Use this structure to navigate and manage your project specifications.
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  3. Add Sections :

    • Click "Add Sections" to add Masterformat Sections.
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  4. Adding Products:

    • Manually:

      • Use the "Add Products" button to choose from:

        • Schedules

        • Manufacturer Search

        • Add Placeholder

    • From Saved Products:

      • Products saved to your project appear in Schedules automatically.

      • Select products to include them in your Spec Planner summary.

  5. Organizing Your Specifications:

    • Products are automatically placed in the correct Masterformat Sections.

    • Adjust and customize sections as needed for your project by changing Masterformat section.

  6. Tracking Progress:

    • If needed, change custom field on Spec Planner to keep track of product information.
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  7. Collaborating with Your Team:

    • All project collaborators have access to the Spec Planner.

    • Share the page publicly with clients or contractors for seamless collaboration.

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