How to Create a Spec Template

Workgroup Managers can create templates all workgroup members can use when creating specs within a project. There are two different ways to create a spec template.

Method 1:

1. Click the Admin tab, then click the My Group sub-tab.
2. Click the Spec Templates link in the Procurement and Spec Options section.
3. Click Create Spec Template....
4. Select a spec type, then click Continue.
5. Click Locked to prevent the spec from being edited or deleted.
6. Click Active to make the spec template available to workgroup members.
7. Enter a Name, then complete the other spec information.
8. Click Update Spec Template.

Method 2:

1. Navigate to the Project Home page.
2. Click Specs in the Project Menu.
3. Click List in the Spec drop-down menu
4. Click the spec to use as a basis for the new template.
5. Click Save as Template.
6. Make any required changes and click Save Template.

To edit a spec template:

1. Click the Admin tab, then click the My Group  sub-tab.
2. Click the Spec Templates tab.
3. Click the Edit icon next to the spec template you'd like to edit.
4. Enter any edits, then click Update Spec Template.

To delete a spec template:

1. Click the Admin tab, then click the My Group sub-tab.
2. Click the Spec Templates tab.
3. Click the Delete icon next to the spec you'd like to delete.
4. Click OK to confirm the deletion.

Note: You cannot delete or edit a locked spec template. You may make a locked spec template inactive.