Add Project Specifications

  1. Click the Lead or Projects icon on the left menu.
  2. Select the Lead or Project in the Quick Select section.
  3. On the Lead or Project menu, under Project library, select Specifications.
  4. Click the Actions button on the far right.
  5. Click Add Manually option from the drop-down menu.
  6. The selected Lead or Project will appear in the first drop-down by default.
  7. If you're working with a project, select the Prime Contract.

    Tip for GCs and Developers: If there are multiple structures or lots for the project and thus mutliple specifications, then selecting a Prime Contract is recommended.

  8. Specification files in PDF (preferred), DOC, DOCX, or other formats can be dragged on to the box area or selected using File Explorer.
  9. Click Next
  10. Specification records will be created for each file uploaded in the previous step. Specification # and/or Title can be modified directly in the grid prior to saving.
  11. Click Save