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Assign Category or Classification to a Spec

Organize specs by assigning categories (e.g., Furniture) and classifications (e.g., FF&E, Architectural)

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Written by Ian Cody

Batch Assignment

  1. Go to the Specs tab

  2. Highlight the specs you want to update (or use filters)

  3. Click the Category button

  4. Select a category from the list

For Classifications

  1. Highlight specs

  2. Click the Classification button

  3. Choose: Architectural or Not Architectural, FF&E or remove FF&E designation

Individual Assignment

  1. Click on a spec to open it

  2. In the spec window, find: Classification dropdown, Category dropdown

  3. Select the appropriate options

  4. Click Save

Tips

  • Use filters to quickly select specs by area, vendor, or type before batch assigning

  • Categories are customizable in Global Settings

  • Classifications affect how specs appear in filtered reports

Related Features

  • Filtering Spec Window

  • Create a Report for Individual Specs

  • Bulk Edit Specs

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