Create Spec

Create New Spec

OVERVIEW

Spec Sheets, regardless of Spec Type, can be created at any time within a Project.

QUICK TUTORIAL

Create Spec

Create New Spec (7 Steps)

  • Step 1: Go to Dashboard, click on a Project.
  • Step 2: Click on the blue button ‘Create New Spec’ in the upper right corner.
  • Step 3: Select the Spec Type from the dropdown. (Required)
    *Spec Types are created and managed by a Super Admin or Admin Panel Manager in Admin > Standards > Specification Types section. If the user doesn’t see a Spec Type that is needed for the Project, contact a Super Admin or Admin Panel Manager.
  • Step 4: Select the Item Type from the dropdown. (Required)
    *Selecting an Item Type is linked to the master settings created by the Super Admin or Admin Panel Manager in the Admin >Standards > Spec Types and Item Types / Templates sections. Selecting the Item Type automatically generates the item number for the Item based on the pre-selected Prefixes, Delimeters, Numbers and Suffixes. The Item Number can be edited after the Spec Sheet is created.

    Pending the Control # Config that was determined in the Admin section, there may also be an additional dropdown to select ‘Area’.

    Item Types are set up and managed by a Super Admin or Admin Panel Manager in the Admin> Standards > Item Types / Templates section and CANNOT be modified by any other role.

    To add a new Specification Type or Item Type, contact a Super Admin or Admin Panel Manager.
  • Step 5: Enter an Item Name. (Required)
  • Step 6: Enter an Item Price. (Required)
    *    A zero ‘0’ is auto filled with the understanding that not every user requires pricing.
  • Step 7: Click the Save icon.

Additional information that can be added prior to saving includes:

  • Upload a Primary Spec Sheet Image. This image will print on the front of the Spec Sheet.
  • Issued. Select the ‘Issue Date’ for the Spec Sheet from the calendar drop down.
  • Furnished by. Select the ‘Furnished by’ entity for the Item. Selections include:
    • Contractor
    • Purchaser
    • Owner
    • Hotel
  • Installed by. Select the ‘Installed by’ entity for the Item. Selections include:
    • Contractor
    • Purchaser
    • Owner
    • Hotel
  • Status Color. Select a status color for the Item.
  • *A Status Color is a means of color-coding an item based on a description and used as a visual queue in the Spec Schedule and Quick View. They are created by a Super Admin or Admin Panel Manager, ie.
    • In Progress
    • Completed
    • Have questions
  • Issued by. Select the designer creating the Spec Sheet.
  • Revised by. Select the designer creating the Revisions.
  • Lead Time. Enter the Lead time for the item in weeks.