Upload the Spec Book

The general contractor or architect creates the project spec book in PDF format and uploads it to the project. The PDF file is shared and available to other project collaborators on their project portal. The built-in PDF viewer allows all collaborators to access the project management console to view the spec book at any time.

• The module accepts the spec book only in PDF format.
• You can upload multiple spec books for a project, for example, spec books that are created for different divisions of work
• The spec book module also supports version control. It allows you to upload updated versions of the same book throughout the project life cycle. 
• The latest version is shown by default to the viewers. If required, they can view the previous versions too.
• The viewer can open the spec book only in read-only mode and cannot make any changes
• The viewer can also create split books by extracting required section from the book

The Spec Book Interface

• Open the management console for the project
• Click the app launcher  , then select 'Documents.'
• Click 'Spec Book' on the top and select 'Book on the left.

• Spec Book Title - A unique title to identify the spec book 
• Spec Book File - The name of the spec book file uploaded
• CSI Code - CSI code that covers the specification of the items in the spec book 
• Spec Book Version - The version number of the spec book
• Created By -The name of the project manager who uploaded the spec book 
• Created On - The date on which the version was uploaded 

From this screen, you can:

• Upload a spec book
• Upload a new version of a spec book
• View spec books

Upload a spec book

• Click the button at the top right

The 'Upload SpecBook' pop-up appears:

• Spec book title - Enter a title to identify the spec book
• CSI Code - Enter the CSI code that covers the specification of the items in the spec book. This is optional.   
• Drag and drop the Spec Book PDF file you want to upload to the 'Upload SpecBook' pop-up.
  • Alternatively, click inside the pop-up, navigate to the file you want to upload, and select it.
• Click 'Next'

The file is uploaded as Version 1 if it is uploaded with a CSI code for the first time. Similarly, you can upload the spec books for various divisions and sections with respective CSI codes.

Upload a new version of a spec book

• Click the button at the top right

The 'Upload SpecBook' pop-up appears.

• Enter a title to identify the spec book
• Enter the CSI code of the spec book for which you need to upload an updated version. The CSI code should be the same as that of the previous version.
• Drag and drop the Spec Book PDF file you want to upload to the 'Upload SpecBook' pop-up.
  • Alternatively, click inside the pop-up, navigate to the file you want to upload, and select it.
• Click 'Next'

The file is uploaded as the latest version of the spec book. See View the spec book for more guidance on viewing spec books and versions.