SpecPlanner is designed to streamline the process of adding products to your specifications and schedules. Whether you're working from a pre-existing schedule or searching for new products, SpecPlanner offers flexible options to suit your needs.
SpecPlanner allows you to add products via two methods:
By going to your Schedules
By using the Add Product button in SpecPlanner
1. Adding Products from Schedules
Navigate to Schedules in the left-side menu
Check the box to the right of each product you want to add to SpecPlanner
The selected product will automatically be added to SpecPlanner, in the masterformat section associated with that product
If a product is a placeholder product (i.e., it does not have a Masterformat section by default), you will be prompted to define the correct Masterformat section before adding it to SpecPlanner
Note: If a section associated with a product is not visible in SpecPlanner, it will automatically become visible to accommodate the product.
2. Using the "Add Products" option in SpecPlanner
Click the Add Products button in SpecPlanner, where you will see four options:
1. Select From the Firm Library
Choose a product that you have previously saved in your Firm Library
Use the search bar or the Schedule or Manufacturer filter to help you locate the product in your Firm Library
2. Select from Schedules
Select products that are already saved in Schedules and click Add Products
This allows for seamless integration between your schedules and SpecPlanner
3. Search by Manufacturer
Enter the Manufacturer's name
Select from the list
Select the desired products from the search results
If you're not ready to pick a specific product, you can add just the manufacturer's name for future reference by clicking on Add Manufacturer Only
4. Add a Placeholder Product
Use this option to add products that are not yet available in our database
Select the correct schedule
Enter any available details about the product, such as a URL or image
⭐ Best Practice ⭐
SpecPlanner and Schedules are integrated. When you add a product to your specifications, it will appear on schedules. Likewise, any products in schedules that you check the box, will be added to SpecPlanner. Therefore, to improve your workflow, we recommend:
Create your SpecPlanner and customize it to your needs
Go to Schedules to manage materials approvals and selections
Check the boxes in Schedules to have the selected products added to your specifications.
📚 Keep Learning 📚
Next: Getting Started With Schedules