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Procore

Upload Specifications

Objective

To upload specifications to a project using the Specifications tool.

Things to Consider

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Click Upload.
  2. Click Attach Files and select the file from your computer.
    OR
    Drag and drop one or more files into the 'Drag and Drop' box.
  3. Complete the form:
    • Specification Set: Select the set or follow these steps to create a new set:
      1. Enter the name of the new set into the Search bar.
      2. Click Create Set.
    • Format: Select the document format based on your geographical region or select 'No Format/Other Format'. 
    • Default Issued Date: Select the date when the revisions were issued.
    • Default Received Date: Select the date when the revisions were received.
    • Advanced Options: Click the arrow next to Advanced Options to expand the following option:
      • Default Revision: If your specifications set has a default revision number or letter, enter it here. The revision number or letter entered will be set as the 'Revision' value on all specification sections in the upload. This should be used when the revision number is known and is the same for all specification sections in the upload.
        Note: If a default revision is NOT specified, Procore will auto-increment the spec section revision number or letter based off the previous set's revision field. 
      • Number to Ignore: Sometimes numbers that resemble a specification section number make it difficult to accurately split up and auto-label your specification sections. Enter a number here if you want the number to be ignored as a specification section number, which may improve your upload results. 
      • Specifications Language: Select the language. 
  4. Click Process.