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Review and Publish Specifications

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Objective

To review and publish specifications that were recently uploaded into a project's Specifications tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the Specifications tool.
  • Additional Information:
    • Any section numbers that match existing section numbers in the Specifications log are treated as revisions. This applies even if the description is different. For example, '260000 - General Requirements for Electrical' would be considered a revision of '260000 - General Requirements'.
    • Currently, Procore only looks for the following standard specification formats to divide your specifications:
      • CSI MasterFormat for US and Canada (English and French).
      • NCS Format by NATSPEC for Australia.
        Note: If your specifications follow another format, you can select 'No Format/Other Format' in the Format drop-down menu when uploading specifications. In this case, Procore will not split the specifications into sections. Instead, you can review and split the specifications manually or quickly publish them as a single spec section without reviewing. See Upload Specifications.

Prerequisites

  • You must have a specifications file in the project that was successfully uploaded, processed, and ready for review. See Upload Specifications.

Steps

  1. Navigate to the project's Specifications tool.
  2. If the 'Items to review' window isn't already open at the bottom of your screen, click the black bar to open it.
  3. Hover over the item you want to review and click icon-daily-log-completed-day-checkmark.png Review.
  4. Your specifications are automatically divided into their respective spec sections, along with their title and number. However, if any of the fields are incorrect or missing, you can manually edit or add them.
    • To edit a spec section number, title, or revision number:
      • Click the text you want to edit.
      • Edit the title or number.
      • Save your changes by clicking outside of the text field d.
        Notes:
        • You cannot delete the first section break in the specification book.
        • If you attempt to edit a revision number to one that already exists, you will receive an error message.


          review_specifications_1.2.png
           
    • Add Break: If a spec section break was not processed correctly, you can manually add a break to the beginning of a page by clicking the respective button, and then adding the section title and number. Save your changes by clicking outside of the text field or clicking Enter on your keyboard.

      add_break.png
    • Use the Table of Contents to jump to other sections in this set.
    • Click Clear to delete all specification section breaks, their positions within the upload, as well as their titles and numbers. The entire Table of Contents box will be cleared of all data, but the first section (Table of Contents) will remain.
  5. Save your changes by selecting one of the following options:
    • Next to each break, click Publish [section title] to publish an individual section to the Specifications log.
    • At the bottom of the page, click Leave and Resume Later to save your progress to finish later.
    • At the bottom of the page, click Publish All.
  6. After you publish the sections, the sections will be divided into divisions based on the first two numbers of the section. For example, if your section number is '02220 - Site Clearing', Procore will match '02' with '02' in the country-specific standard codes. It will then organize the sections under division headers in your Specifications log.

    specs_tool_divisions.png