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¶
- 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: - Select
Spec
from the now available project menu bringing you to the project's specifications page. - From the project's specifications page, click the button to display a modal window with the following options:
- 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:
- Enter a name for the spec.
- Add any public details for the specification. (optional)
- Add any additional information specific to clients or trade partners. (optional)
- Assign the spec to a group. (optional)
- Add tasks to the specification. (optional)
- Click save when finished.
Defining The Budget¶
- From the project's
Spec
page, click into the newly created specification to edit its budget. - From the spec's
Details
page, click theBudgets
option from the main menu. - On the spec's
Budgets
page, click to open the budget line tool. - 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¶
- From the project's specifications page, click the button to display a modal window with the following options:
- Select the option.
- Choose the desired template to import.
- Click when finished.
Last update: October 2, 2020