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Change Section - SpecPlanner

Learn how to change products from one masterformat section to another in SpecPlanner.

Written by Patricia Causey

SpecPlanner allows users to change product MasterFormat Sections, accommodating unique classification needs and firm-specific preferences. This feature is particularly useful for products that may fit into multiple categories or when your organization has specific classification standards.

How to Change a Product's MasterFormat Section

There are two ways of changing a product's masterformat section:

  1. Use the Change Masterformat Section function

  2. Drag and drop products to a different section

Using the Change Masterformat Section function

  • Locate the Product you wish to reclassify in your SpecPlanner

  • Click the three dots (โ‹ฎ) at the end of the product row
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  • Select Change Masterformat Section from the dropdown

  • Choose a New Section from pre-defined Masterformat Sections

Note: You can move a product to a Masterformat section that isnโ€™t currently visible in your SpecPlanner. Once moved, that section will automatically become visible.


Drag and drop products to a different section

This method is quite simple: click on the six dots to the left of the product picture to drag and drop it in a different sub-section, or entirely different masterformat section

  • You can also drag products to reorder them within the same section or sub-section.

Note: In both methods, the masterformat section field will automatically change in Schedules to match the section in SpecPlanner.


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Next: Getting Started With Schedules


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