Creating a Drawing

To create a drawing:

1. Once logged into the project, from the project secondary navigation bar, select PLANS & SPECS - DRAWINGS and select 'Add New'.
1. Note that forms displayed on the project title bar are configurable. If you do not see PLANS & SPECS - DRAWINGS, select 'More...' - 'Configure My Menu'. Add the PLANS & SPECS form to your secondary navigation menu. See the screen shot below. DRAWINGS are part of the PLANS & SPECS menu and should be displayed once the PLANS & SPECS form has been added to your secondary navigation menu.
2. Enter the Subject. Subject is a required field and must be completed in order to save the drawing.
3. Enter the Drawing #. Drawing # is a required field and must be completed in order to save the drawing.
4. Revision # - The first drawing starts at revision 0. This number can be changed.
5. Revision Date - Enter the date of the drawing revision
6. Discipline - Select the appropriate discipline from drop down. This field can be left blank. 
   1. Architectural
   2. Civil
   3. Engineer
   4. Interior Design
   5. Landscape
   6. Mechanical
   7. Plumbing
   8. Structural
   9. Site
   10. Other
7. Enter the Design Company and Design Contact.
8. Select the Paper Size from the drop down
9. Enter the Drawing Scale
10. Enter any General Note pertinent to the drawing
11. Save the Specification

Creating a Specification Revision

From an existing Specification, click the 'Create Revision' button. The Revision # will be automatically incremented based on the last revision number for that specification. The Revision # is editable and can be changed.

Editing a Specification

To edit a specification, click the 'Edit' button from either the Specification form or from the Specification log view. Edit as desired and click 'Save' to save changes.

Viewing a Specification

Specifications can either be viewed in form view or the log view. To view specifications in log view, ensure that you have configured your secondary navigation menu to display the PLANS & SPECS form. See the screen shot below. Clicking  'PLANS & SPECS' on the secondary navigation menu will display a dropdown selection where SPECIFICATIONS is displayed as an option. To view the specification in form view, simply click the Subject link for the desired specification.

Linking a Specification to a Specification Package

Specifications can be bundled into a Specification Package for review as a package. To link a Specification to a Specification Package, select 'SPECIFICATION PACKAGES' from the 'PLANS & SPECS' form on the secondary navigation menu. Click the 'Add New' button to create a Specification Package. Under the Specifications collection, click the 'Add Specifications' button. Selection one or more specifications to be linked to the Specification Package and click the 'Add Revisions' button. For more information on Specification Packages, please see the Help section Specification Packages

Sharing a Specification

To share a Specification form to other project users, click the  'Share' button on the Specification in form view. Use the Share modal to share the Specification to other project team users. For more information on sharing, please see the Help section Sharing Information 

Where are Specifications used throughout a project?

Specifications can be linked to several form types throughout your project. The following provides a list of those form types.

• Specification Packages
• Contracts - Specifications tab, Schedule of Values - Spec Section
• Submittals - Specification Section
• Submittal Packages - Specification Section

Helpful Screenshots