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Configure Advanced Settings: Specifications

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Objective

To configure the advanced settings of the project's Specifications tool.

Background

You can configure your Specification tool settings, such as configuring your number ordering scheme, adding users to receive updates for Specification updates, or managing the names of your specification divisions and sets.

Things to Consider

  • Required User Permissions
  • For a person to be added as a subscriber, they must be added to the project's Directory and be granted 'Read Only' permissions to the Specifications tool.
  • The blue caret in the corner of a cell indicates that you can edit the value in line.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Specifications tool.
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. On the Specifications Settings page, configure the following settings:

    configure-advanced-settings-specifications1.png
    ​
    • Revision # Ordering Scheme: Select your numbering or lettering scheme.
      Note: If your revision ordering system uses a numbers-only or letters-only scheme, the setting you select here will have no impact.
      • Letters first, then numbers (Default). List revisions in order; first by letter and then by number (e.g., a, b, c, 1, 2, 3) where 'a' is the oldest revision and '3' is the current revision.
      • Numbers first, then letters. Lists revisions in order; first by number and then by letter (e.g., 1, 2, 3, a, b, c) where '1' is the oldest revision, and 'c' is the current revision.
    • Specifications Subscribers: Add subscribers to the tool's distribution list. Procore will send an email notification to these users whenever a new revision or set is uploaded or added to the Specifications tool. See Manually Create Specification Sections.
  4. Under Divisions, edit or delete divisions as follows:
    • To edit, click the cell and enter the information. Click outside the cell to save your changes.
    • To delete a single division, click the delete icon-delete-x.png icon for that division. To delete multiple sections, see Delete Multiple Specification Sections.
      Note: A division cannot be deleted if it is associated with one (1) or more specification sections. 
  5. Under Sets, edit and delete sets as follows:
    • To edit, click the cell and enter the information. Click outside the cell to save your changes.
    • To delete a set, click the delete icon-delete-x.png icon for that set.
      Note: A set cannot be deleted if it is associated with one (1) or more specification sections.