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Spec Planner Use case

Using the Spec Planner: Best Practice Guide

H
Written by Hardik Makrubiya
Updated over 2 months ago

Here are two ways to use the Spec Planner, explained simply:

Method 1: Starting with Products You've Saved

  1. Save products to your project:
    You can do this from the Quiz Results Page or a Brand Page. Think of this like creating a shopping list for your project.

  2. Find your saved products:
    All your saved products are organized into a "Schedule" within your project.

  3. Choose what goes on your Spec Planner:
    Select the products you want to include in your final plan by checking box right to each product.

  4. Add section of the product:
    You can add sections of product that you chose to add to spec planner These sections are the same "Masterformat Sections" you see in Masterformat section column in schedule.

  5. See your products organized by category:
    The Spec Planner automatically sorts your chosen products by "Masterformat Section" .

  6. Change masterformat section as per practice preference:
    You can change Masterformat section of the product as per your preference.

  7. Use Custom fields from schedule to track decisions:
    You can change custom field from the available list from schedule to track your decision, that could be your notes or approval status of the product.

  8. Leave notes for yourself or others:
    Add comments to products for easy reference.

  9. Share your plan:
    Easily share your Spec Planner with clients or team members.

Method 2: Starting from Scratch

  1. Begin with a blank page:
    If you haven't saved any products yet, your Spec Planner will start empty.

  2. Add product categories:
    You can add sections one at a time, or add many at once. These sections are the same "Masterformat Sections" used in Method 1, ensuring everything stays organized.

  3. Fill the sections with products:
    Once you have your sections, you can add products in a few ways:

    • From your schedule: Choose from saved products in schedule.

    • From your Manufacturer : Find products using search by brand name.

    • By adding placeholder product : Add placeholder for product.

  4. Keep track of everything in one place:
    All products you add are automatically saved to your projects in specific schedules.

  5. Add more information to product:

    You can add more information like notes, preference, approval status and other associated information to product in schedule, which could be also available on Spec Planner.

  6. Fine-tune the organization:
    If needed, you can change field on Spec Planner to keep track of product information.

  7. Leave notes for yourself or others:
    Add comments to products for easy reference.

  8. Share your plan:
    Easily share your Spec Planner with clients or team members.

No matter which method you choose, you'll end up with a complete and organized list of products for your project.

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