Introduction
When it’s time to add products to a project, you may add specific products from our database or placeholders when products are not yet on our database. It’s also a good idea to set up a project with some placeholders for products you haven’t yet researched, but know will be needed. With these placeholders in place, team members can conduct research and replace placeholders by actual products as their research progresses. In this short video, you’ll learn how to:- Add vetted products from your company library
- Add products from a manufacturer’s catalog
- Edit product data fields
- Add placeholder products
- Replace placeholder products by actual products
📚 Additional Resources
- Course: How to Find Products
- Help Articles: Product Research
- Help Article: Adding Products to Schedules from Your Firm Library
- Help Article: Adding Products to Schedule from a Product Search
- Help Article: Explore Products: Add Products to Schedules
- Help Article: Adding Custom Products to Your Schedules
- Help Article: Replacing Products
Let’s Practice
Try it out! Apply what you’ve learned by completing the tasks below:- Add to a project one product from either the Library or the Manufacturer page
- Add a placeholder product
- Replace the placeholder by an actual product
- Now, if you don’t need these products, go ahead and delete them (you can right -click to delete one at a time, or hover over the number check to each product, check the box, and click on the three-dots at the far right on the to bar.