Adding Products
Learn how to add products from the company library or manufacturer catalog, how to add placeholders, and how to replace products.
Automating documentation
Learn how to efficiently export of documents and specifications, and use the Revit integration to generate schedules.
Creating and Editing Views
Learn how to how to create views (i.e. snapshots) of the project for different purposes.
Creating a New Project
Learn how to create projects to organize materials decisions and documentation.
Managing Your Project Team
Learn how to add or remove internal and external collaborators, adjust permission levels, and collaborate using comment tags and sharing project views.
Projects Overview
Get an overview of how projects work and how it helps teams stay organized, efficient, and collaborative when researching, selecting, and documenting material decisions.
Setting Up Your Project Structure
Learn how to add or edit the fields your team will need and customize how products and fields are organized.