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Introduction

SpecPlanner is a specification planning tool that streamlines and automates the process of adding building products into a specification format. Use SpecPlanner to simplify and expedite the complex task of compiling and organizing specifications, which can be otherwise a time-consuming and error-prone process. In this course, you’ll learn how to:
  1. Set up SpecPlanner
  2. Add, edit, and remove masterformat sections
  3. Add and remove products
  4. Add and edit fields with product information
  5. Create a template
  6. Export specifications

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How Can SpecPlanner Help You?

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Information Gathering

Collecting and organizing all the necessary information from various products is time consuming and messy. ⭐ With SpecPlanner, adding products and their information to the correct section is quick and straightforward.

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Consistency and Coordination

Ensuring consistency across different sections of the specification, as well as coordinating with related documents, such as drawings and other project documentation, can be challenging, especially in large and complex projects. ⭐ SpecPlanner allows you to add fields where you may attach documents for each product and keep them organized.

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Keeping Up with Changes

Keeping track of and incorporating changes in product specifications throughout the project lifecycle can be a significant challenge, increasing the risk of errors and inconsistencies. ⭐ The integration of SpecPlanner and Schedules gives you the ability to track product approval status, and easily remove or add products to your specifications.

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Collaboration and Review

Coordinating and facilitating the review and approval process amongst various stakeholders, such as consultants, contractors, and clients, can be time-consuming and challenging. ⭐ Share views of your schedules with stakeholders. Products that are approved/rejected can be added/removed from your specifications with a simple check/uncheck box.

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Formatting and Organization

Maintaining a consistent and logical structure, formatting, and organization of the specification document can be a tedious task, especially when dealing with large and complex projects involving many products across multiple project categories. ⭐ SpecPlanner provides a structure that ensures consistency while still allowing customization to suit your firm’s needs. Create SpecPlanner templates to make it even easier and faster to ensure consistency.

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Knowledge Management

Capturing and leveraging institutional knowledge and best practices from past projects can be difficult, leading to potential inefficiencies and duplication of effort. ⭐ Combining the use of SpecPlanner, Schedules, and updates to your Firm Library, knowledge can be recorded, shared, and expanded across your firm.

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Getting Started with SpecPlanner

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📚 Additional Resources