Specification Packages

Owned by Steve VanDyke
Last updated: Nov 03, 2016
3 min read

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Creating a Specification Package

To create a specification Package:

  1. Once logged into the project, from the secondary navigation bar, select PLANS & SPECS - SPECIFICATION PACKAGES and select 'Add New'.
    1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see PLANS & SPECS - SPECIFICATION PACKAGES select 'More...' - 'Configure My Menu'. Add the PLANS & SPECS form to your secondary navigation bar. See the screen shot below. SPECIFICATION PACKAGES is part of the PLANS & SPECS menu and should be displayed once the PLANS & SPECS form has been added to your secondary navigation bar.
  2. Enter the Subject. Subject is a required field and must be completed in order to save the specification.
  3. Enter General Notes pertinent to the Specification Package
  4. Save the Specification Package

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 creating Specifications, please see the Help section Specifications

Editing a Specification Package

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

Removing Specifications

Specifications can be removed from a specification package in Edit mode. In Edit mode, the Specifications collection will display a 'Trash Can' next to each linked specification. Click the 'Trash Can' to remove the specification from the specification package. A courtesy prompt will allow you to select 'No Never mind' to cancel the process, or 'Yes' to proceed.

Viewing a Specification Package

Specification Packages can either be viewed in form view or the log view. To view specification packages 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 SPECIFICATION PACKAGES is displayed as an option. To view the specification package in form view, simply click the Subject link for the desired specification package.

Viewing a linked Specification

From the Specification Package - Specification collection, you can view the linked specification by clicking on the specification Subject link. You will be directed to the linked specification.,

Sharing a Specification Package

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

Sharing Notation:

When a Specification is linked to a Specification Package, the Sharing rights on the Specification Package will automatically be applied to the linked Specification. Share changes on the Specification Package will also be updated on the linked Specification.

Deleting Specification Packages

To delete a specification package, select '...Delete' on the Specification Package form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. The following rules apply to deleting Specification Packages.

  1. A Specification Package that has been shared cannot be deleted
  2. Deleting Specification Packages does not delete linked Specifications

 

Helpful Screenshots