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How To Add Project Specifications

Adding new project specifications involves two parts, first we have to provide the spec details, secondly we will define the budget.

Creating The Spec

  1. Select Home from the main menu, redirecting you to a page with a list of your projects. If this is your first project, see how to create your first project before proceeding. Once a project is selected, the following project-specific items become available on the Main Menu:Real Build Pro's Main Menu: Details, Specs, Job Log, Tasks, Warranties, Schedule, Estimate, Bid, Proposal, Purchase Order, Bill, Credit, Invoice, Employee Permissions Client Permissions, Trade Partner Permissions
  2. Select Spec from the now available project menu bringing you to the project's specifications page.
  3. From the project's specifications page, click the button to display a modal window with the following options: Create a New Specification: From Template, Brand New, or Cancel
  4. If you have previously created a spec template and wish to use one now, see how to use a spec template below. Otherwise, click to view the following spec creation modal:Create New Specification Modal Window. Spec description, client information, trade partner information
  5. Enter a name for the spec.
  6. Add any public details for the specification. (optional)
  7. Add any additional information specific to clients or trade partners. (optional)
  8. Assign the spec to a group. (optional)
  9. Add tasks to the specification. (optional)
  10. Click save when finished.

Defining The Budget

  1. From the project's Spec page, click into the newly created specification to edit its budget.
  2. From the spec's Details page, click the Budgets option from the main menu.
  3. On the spec's Budgets page, click to open the budget line tool.
  4. Fill in the budget's details and then click to add it to the specification.

To learn more about budget lines, click here.

Using A Spec Template

  1. From the project's specifications page, click the button to display a modal window with the following options: Create a New Specification: From Template, Brand New, or Cancel
  2. Select the option.
  3. Choose the desired template to import.
  4. Click when finished.

Last update: October 2, 2020