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Upload Specifications

Objective

To upload specifications to a project using the Specifications tool.

Things to Consider

  • Required User Permissions: 'Admin' level permissions on the Specifications tool.
  • You can only upload PDF files to the Specifications tool.
  • If your upload matches an existing spec section, Procore automatically creates a revision. See Upload Specification Revisions.
  • Please note that when we process your spec book, we may need to change the digital rights management settings in order for Procore to display the file.
  • If your specification upload fails, it could be due to a file that is encrypted, password protected, or corrupt. Please contact support@procore.com if you have any questions.

Steps

  1. Navigate to the project's Specifications tool.
  2. Click the Upload Specifications button in the right pane.
  3. Provide basic information about the project's specifications.


     
    • File*: Attach the specifications from your computer by clicking Attach files(s) or by dragging and dropping the files into the gray box. Using Optical Character Recognition (OCR) technology, Procore will automatically split up the PDF into its individual spec sections upon upload.
      Tip! It is recommended that you upload your spec book as one PDF instead of uploading each section as a separate file. This will make the review process much faster and more organized. See How can I improve the accuracy of OCR on my specifications?
    • Set: Select an existing set or create a new one.
      • Create New Set: If there are no specification sets in the current project, the "set" field will default to a blank text field for naming your first set. You will also need to specify its original "Set Date" in the field below.
      • Select Existing Set: To upload the specifications to an existing set, simply select the appropriate set from the dropdown menu. You will typically use this option to upload new revisions as they become available. (Note: You will not be able to change the original "Set Date.") 
    • Fill the Set Date, or the date the set was created, with today’s date, or whichever date the architect created the set.
    • You also have the option to enter a Default Issued Date and Received Date. These are useful if you wish to track more granular data about your individual specifications, or if certain specifications were issued on a different day than the rest of the set.
      • Default Issued Date: Specify the date when the revisions were issued by the Design team.
      • Default Received Date: Specify the date when the revisions were received by the GC.
    • Advanced Options: Click the arrow next to Advanced Options to expand the following option:
      • Number to Ignore: Sometimes numbers that resemble a spec section number make it difficult to accurately split up and auto-label your spec sections. Enter a number like that here so the number will not be read as a spec section number, which may improve your upload results. 
  4. Click Process.
    Your files are uploaded into Procore and processed using OCR technology, which intelligently discovers and pre-fills your spec section fields with the correct number and title. Your specifications will be put into a queue of all Procore users waiting for specifications uploads to process. You can track the status of your file uploads in the right pane.



     

  5. Once the specifications are ready for review, click Click here to review and publish
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Last modified
11:28, 9 Mar 2017

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