How do I swap out one product for another in my project specifications?

The Product Swap feature, represented by the two blue arrows icon at the top of a product specification, allows for the swapping of one product out with another. This workflow allows you to swap out a product when all the specifications are the same, or mostly the same, but the product item and brand are changing out.

When swapping, product images, product name, product brand name will be replaced, and the sales rep/contact will need to be reassigned if the product brand is not the same.

Can I modify the date on my exports?

Yes. In the upper right corner of the project page, click the "More" drop-down and select "Project Status". Next, select an "Event" such as Issued or Submitted, assign the corresponding date, and click the "+" button to add the "Event" to the list. Last step, designate which events you want to be Date 1 and Date 2.

You can also designate different dates for individual project products. To accomplish this, go to the specified product page for the product you want to edit and click on the status icon at the top right of the page. Here you can setup dates in the same way.

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 export products to InDesign?

We have developed two very helpful export options to faciliate the creation or product packages in InDesign, thereby providing you a canvas for total customization. Select the products you want with the check-boxes to the left of each product image. Then look to the "Actions" drop-down, and click either "Single Width Card" or "Double Width Card" to export a zip folder containing pre-sized and templated PDF cards that you can easily drag into InDesign (Sample InDesign Template). As you continue to update information in your project folder, you can re-export and replace the PDF cards in your reference folder connected to your InDesign file.

Can I quickly download product images from my project?

Yes. Select the products you want and then from the "Actions" drop-down above the product list, click the "Download Product Images" option. The image files will be named and numbered to match how they are currently sorted in your project.

What export settings are available?

There are a number of export options for PDF exports. These include:

1. Exporting Cost/Unit
2. Exporting Quantity
3. Exporting General Notes
4. Exporting Cutsheet
5. Hiding Addresses
6. Adding a margin for a three hole punch
7. Hiding Blank Attributes From Exports
8. Exporting Unit of Measure

You can access these settings by clicking on the Project Info gear tab on the left side of the project, and accessing the Project Settings tab up top.

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 export a budget?

You bet. You will need to provide the unit cost and count (per room) when editting the product in your project. Then select the products you want and on the Export menu on the Action Bar up top, select the Excel Export, and then Room List or Room Matrix export option. A CSV file will download that can be opened in Excel, or other similar software applications.

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 product). 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 and spec notes, following the tabs on the top of the screen.

Spec Templates allow you to set pre-loaded information and custom attributes. Spec Notes allow you to set up pre-loaded category specific instructions typically seen in hospitality design workflows.

You can create new templates typing the name of the template and clicking the create template button. Once the template is created, you can select which project types this template will apply to and which categories you would like to have these customizations apply. You can also create custom categories, if desired.

Once the template is created, any product that you add to your project with the matching product category and project type designation will have these custom options load automatically. Templates are loaded upon adding products to projects, or changing the category of a product within the specification. They operate in this way so any existing specification is not accidentally overwritten.

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 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.

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. 

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.

Can I export project folders?

There are number of export options – PDF, CSV, Image Zip – available to you, accesible via the Export drop-down on the Action Bar above the product list. Here is a link to an Exports Guide detailing the distinction between the various options available to you. We are constantly updating our export options and will continue to do so with your input.

Can I export single product pages rather than my entire project?

Yes. First, select the product you want by clicking on the product image. Then look to the Action Bar up top and click on Export. From here you will find a bunch of default templates to choose from in a number of different formats.

What if I want to export products in a specific category and/or in a specific order?

Anytime you export a project to a PDF or CSV file, the export will include exactly what you see on the project page in the order that you see it. If for example, you want to export only Furniture, select the Furniture filtration in the upper right rail. Similarly, you can sort the ordering of products by product name, CSI, Code, and more.

What if I want to customize a PDF export?

We have a number of default templates that are available to satisfy most project needs. If you would like a custom PDF template that matches your firm's current format, there are a few options. Our PDF's can be fully customized with some basic HTML/CSS knowledge. An in-house webdeveloper should be able to assist, or you can use our in-house development team to build templates for you at the rate of $100/Hour. Typically, implementation of a new template takes 4-6 hours based on the level of complexity.

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.

Can I export products to Excel?

Yes. A number of Excel options are available and can be found under the Export menu on the Action Bar at the top of the project page.