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Project Settings - Specifications
Project Settings - Specifications

Understanding Specifications

Marjorie Galit avatar
Written by Marjorie Galit
Updated over 3 months ago

This section deals with the specific requirements and details unique to the project submittals.


Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to Upload Specifications or Manually Add New Sections, users will need Manage permissions for Projects, or Projects (assigned)

As well as Manage permissions for Submittals


What are Specifications?

Specifications are used in submittals. These are detailed instructions or descriptions of the materials, products, or work that need to be provided or completed for a construction project or other types of projects.
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What is the purpose of Specifications?

Specifications serve as a guide for everyone involved in a project. Specifications detail what materials to use, how to use them, and how to put everything together to build or create something according to a particular plan or design.

How to Add Specifications

Adding specifications is a straightforward process in SiteMax Systems. Follow these steps:

  1. Navigate to Company Settings

    • Head over to the company-level dashboard.

    • Click on 'Company Settings.'

  2. Access Specifications Tab

    • Within the 'List Tabs,' locate and click on the 'Specifications' tab.

  3. Adding New Specifications

    • In the 'Specifications' tab, hit either the:

      • Upload New Specs - if you already have a ready file that details the specifications.

      • Manually Add Sections - If you want to input the specifications directly.

  4. Save Your Changes

    • Don't forget to click the 'Save' button to seal the deal.

Where Can Specifications Be Used?

Specifications are important before sending out submittals, it provides clear instructions or descriptions of the materials, products, or work that need to be provided or completed for a construction project. How? Follow these steps:

  1. From the Same Project:

    • Go to the submittals module in the same project where you added the specifications.

  2. Find the Specifications Section:

    • You will find the specifications section either when you add submittals or when you click on an existing submittal. The name of the section will be "Section."

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