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Create Spec from Scratch

Create a new spec manually by entering all information from scratch

Written by Krissy Palmer

Steps

  1. Go to the Specs tab in your project

  2. Click the New button

  3. Select Create

  4. Enter the spec code

  5. Fill in required fields (marked with stars)

  6. Click Save

Complete the Spec Details

Details Tab

  • Scroll down to add classifications and category

  • Enter attribute information

  • Select vendor and rep

  • Assign areas and quantities: Option 1 for general quantity, Option 2 for quantity by area (select areas and enter quantities)

  • Set designer approvals

Pricing Tab

  • Enter price and unit

Images Tab

  • Click Select Files to upload images

  • Mark primary image with star

Documents Tab

  • Attach PDFs, drawings, cut sheets

Link Specs Tab

  • Connect related specs (fabrics, finishes) to this parent spec

Instructions Tab

  • Assign installation or specification instructions

Additional Fields

  • Assign issue/revision dates

  • Set the spec stage

Tips

  • Required fields must be completed before saving

  • Default instructions and approvals can be set up in Global Settings by spec type

  • Prices sync with the Budget tab

Related Features

  • Pull Spec from Spec Library into Project

  • Adding Images to a Spec

  • Linking Specs to Parent Spec

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