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Edit Spec Sections and Divisions

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Objective

To edit general information for one or more spec sections.

Background

You may need to edit existing spec section numbers and descriptions in the initial setup of your Specifications tool if you activated the tool on an active project in Procore. The existing specs are pulled from any spec sections you or your team has added to the project at an earlier date. If you match the specification number and description exactly, the existing specifications will be updated with the spec book PDFs and and items that were linked to the spec section before (i.e. RFIs, submittals, etc.) will be updated to link to the spec book.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Specifications tool.
  • Additional Information:
    • Changing a spec section's division will affect where it appears in the specifications register.

Steps

View steps for the available actions:

Bulk Edit Specifications

  1. Navigate to the project's Specifications tool.
  2. Mark the checkboxes next to the spec section you wish to edit.
    • Mark the checkbox next to a division to quickly select all spec sections of that division.
    • Mark the tickbox in the top header of the specifications register to select all specifications.
  3. Click Bulk Edit.
  4. Mark the tickbox next to the fields you want to edit and set each field to the desired value.
  5. Select or input the desired change of information.

    bulk edit specifications2.png

    Note: Any changes will be applied to all of the selected specifications.
  6. Click Update.

Inline Edit Specifications

Divisions
  1. Navigate to the Project level Specifications tool.
  2. Click the vertical ellipsis (⋮) in the Division header you want to edit.

    2018-04-03_11-46-01.png
     
  3. Click Edit Name or Edit Number.
  4. Type in the desired change.
  5. Click Enter on your keyboard or click out of the text box to save your changes.
Sections
  1. Navigate to the Project level Specifications tool.
  2. Click into the field you would like to inline edit.

    edit-table-field-text.png
     
    • You can edit the following fields inline.
      Note: You can edit any field with a blue caret in the top right of the field. If you would like to edit more fields, see Edit Individual Specifications, below.
      • Description
      • Revision
      • Issued Date
      • Received Date
  3. Edit the field you want to change.
  4. Click Enter on your keyboard, or click outside of the field with your mouse.

Edit Individual Specifications

  1. Navigate to the Project level Specifications tool.
  2. Click Edit next to the spec section or division you wish to edit. (Note: You can also edit each of these fields individually when viewing the specifications register by clicking into the text field.)
  3. Edit the fields you wish to change.
    • Number: Edit the specification's number. If you are updating this to match your spec book prior to uploading a new set, be sure to match spacing, order and characters -- e.g. hyphens (-), periods (.), and underscores (_) of the section number that appears in the spec book. Changing this field will not remove it from its related division or section, however it may negatively affect reporting and move it from the current set, if applicable. 
    • Revision: Edit the revision number of the specification.
      (Note: Revision numbers are ordered numerically. However, you can change the order of revisions. For example, you may want to upload an older revision for archiving purposes.)
    • Issue Date: Edit the date that the specifications were issued to the HC.
    • Set: Select an existing set from the Specifications tool to move this specification section into the desired set. This will not affect its position as the most current set, if applicable. Select "None" if a set is not applicable.
    • Description: Edit the description for the specification header. If you are editing this to match your spec book before you upload it, be sure to match the spacing, capitalization and spelling of the description that appears in your spec book.
    • Division: The spec section's division.
      Warning! Changing a spec section's division will affect where it appears in the specifications register.
    • Received Date: The date when the specifications were received by the HC.
    • Mark Obsolete: Mark the specification as obsolete to remove it from the current set without deleting the observation.
  4. Click Save.