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Projects Overview

What are projects?

Projects are where you can build out entire specification packages. Here, you can add products, build out specification information, export PDF and Excel documents for project presentations and documentation, and can sync information that information to Revit.

Can I create a cover page?

You sure can. On the main project page, click on the "More ..." button to the right and click on "Cover Page". A PDF cover page will download.

Can I copy project product specifications?

Yes. The Action Bar at the top of the Project page allows you to perform actions with your Project Products, one of them being the ability to create copies of products to use either in your current project or another project. Check out the quick video below to see how this works.


Can I create an upholstery option to then quickly apply to many products in my project?

Add the selected upholstery to the project (just as you would any other prodouct). Click the "Edit" button for the upholstery - it looks like a pencil icon - and on the next page, detail the specification details for the upholstery, such as Code / Tag, Sales Rep, Notes, and any relevant Attributes (e.g. Colorway). 

Now go back to "Edit" the furniture item in your project. Look for the "Nested Product" section and click the folder-icon that is right aligned inside the text field. This tells the system that you want to select a defined upholstery layer. You can pull up your defined upholstery layer either by typing the Code / Tag or Product Name. 

Once the defined upholstery layer is assigned to the furniture item it will carry with it all of the specification details you previously input for the upholstery layer (rather than your having to re-input the specification details again, each time the upholstery is assigned to any furniture item).

Can I create a spec template for my projects?

Yes, you bet you can! Your account's Spec Template can be edited by Super Users only. Super Users, look to your "Firm Nav" drop-down in the upper right corner of the screen within the black header bar. Select the "Spec Template" option from the Super User Panel and you land on a page that allows you to customize a spec template per each category. Now when users add products within these categories to projects, the form will automatically fill-in image captions and prompt users to fill in attributes and nested products in accordance with the template for the category.


How do I bulk request samples for projects?

In the right column, filter by "Finishes" within Categories, and then select the finishes you want with the check-boxes to the left of each finish image. Next, look to the "Action" drop-down menu just above the list of products and click the "Request Sample(s)" option.

Can I keep track of product quantities by room or location?

Yes. Look to the "Edit" button beside the product within the project. At the bottom of the page you will see a "+Rooms" button. You can define the Room Name and fill in a Quantity value. You can add an unlimited number of Rooms to any product within a project. 

Can I create a product placeholder in my project?

This a good use-case for tasks. On the project page, you will notice a blue task icon just off the left margin. Click the icon and you can create tasks for your project. For example, you know you're going to need a work chair, but you haven't yet decided on the product. You might create a task for CH-01 in Private Office 1000 on the 3rd Floor. Later once you've selected the work chair, click the "Add Product" link and type the name of the product. Now that the task has been satisfied with a product, click the "Mark as Completed" link and the task will drop to the bottom of the page.

What if I'm working on a project that's top-secret and I don't want my colleagues to see it?

When creating or editing a project, you'll notice a check-box at the bottom asking you if the project is confidential NDA'd. If you select this box, here's what happens:

  1. The project will disappear from the firm's newsfeed and project lists, so colleagues will not see activity for these projects pop up on their screen.
  2. The project will be unsearchable by Project Name; you can only search for the project by Project Number.
  3. Similarly, when attempting to add a product this confidential project, you will need to identify the project by Project Number (Project Name will not work).

For absolute clarity, your colleagues can technically still view this project, but they would need to know the specific Project Number or have the specific URL to the project page.

What happens if I add a product to a project and the product is later discontinued?

Discontinued products will never disappear from your projects. While you will not be able to find a discontinued product by way of search, the reference point to the discontinued product remains in your project forever. When you click to view the product page, there's a message at the top of this page indicating that the product has been discontinued.

How do I export products from my project?

There are a number of export options available to you. In fact, there's an entire section in our FAQ dedicted to exporting products. Jump to the Exporting Projects section to learn more or download the PDF Export Guide.

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