Best Practices Rules and Automated Changes

Use this reference to learn about the multiple rules that apply and the changes that Specpoint makes to related content items when you set up best practices.

Navigate to the following contents:

• Rules for Displaying Best Practice Tags
• Rules for Setting Best Practices
• Rules for Removing Best Practices
• Automated Changes for Best Practices

Rules for Displaying Best Practice Tags

In displaying best practices, the following rules for the following content items apply:

Content Item	Rules
All	All users can view best practice tags on the respective content items of applicable projects. A project parameter best practice displays only in projects that share all selected parameters. For example, A best practice applies to three parameters: City, State, and Building Type. The best practice tag will display only in projects that have the same three parameters. When you update the parameters of a project to parameters that do not fit a given project parameter best practice, the best practice stops displaying in the project. When you revert the parameters, the best practice displays again. No changes are made to any existing best practice. If a given item is tagged as a project parameter best practice () in one project and as a global best practice () in another project, only the global best practice tag () displays.
Project Element	For a given tagged project element, Specpoint tags the element's parent elements (all elements directly above it) as a best practice of the same type. If an element has both a child element that is a global best practice and a child element that is a project parameter best practice, the element displays a project parameter best practice tag ().
Article	None
Paragraph	None
Option Set Item/Pill	None
Manufacturer Option Set Item	For a given tagged manufacturer option set item: Specpoint tags the same manufacturer option set item in its corresponding manufacturer paragraph or BOD product paragraph as a best practice of the same type. Specpoint tags its respective manufacturer product listing card as a best practice of the same type.
Product Listing Card	For a given tagged product listing card, Specpoint tags the respective manufacturer option for the product listing in its corresponding manufacturer paragraph and BOD product paragraph as a best practice of the same type.

Rules for Setting Best Practices

In setting best practices, the following rules for the following content items apply:

Content Item	Rules
All	Only administrators and members of the office master access group can set best practices. For project parameter best practice (): You can tag a content item as a project parameter best practice () from any project that has the intended project parameters. You can update the selected parameter combination of a project parameter best practice tag on a given content item from any project that has the set project parameters. When you update the parameters of a project parameter best practice tag, it may no longer apply to its previous projects. A given content item can have multiple project parameter best practices () from different projects and different project parameters. For global best practice (): You can tag a content item as a global best practice () from any of your firm's projects. If you tag a given item as a project parameter best practice () in one project and then tag the same item in another project as a global best practice (), only the global best practice tag () displays. Note: In the project where the project parameter best practice item was set, the item displays a global best practice tag () but its best practice dialog box displays its original selections, which are the Set as Best Practice option and parameter options.
Project Element	You can tag only added assemblies, families/sections, and product types as best practices. You cannot tag or modify the tag of an element that inherited a tag from its tagged child element. For example, you cannot modify the project parameter best practice tag of an assembly element that Specpoint automatically tagged after you tagged its child family as a best practice. See Rules for Displaying Best Practice Tags.
Article	You can tag only articles under an added family or product type. You can tag only active articles.
Paragraph	You can tag only paragraphs under an added family or product type. You can tag only active paragraphs.
Option Set Item/Pill	You can tag only option set items/pills within an active paragraph. You can tag only selected option set items/pills.
Manufacturer Option Set Item	You can tag only manufacturer option set items within an active manufacturer paragraph or active basis-of-design (BOD) product paragraph. You can tag only selected manufacturer option set items.
Product Listing Card	You can tag only product listings that were added to the project, which include products added as BODs.

Rules for Removing Best Practices

In remove best practices, the following rules for the following content items apply:

Content Item	Rules
All	Only administrators and members of the office master access group can remove best practices. You can remove a project parameter best practice tag () from a content item from within a project that has the selected project parameters. You can remove a global best practice tag () from a content item from within any of your firm's projects.
Project Element	When you remove a project parameter best practice tag () from a project element, you remove the tag from all projects except projects that had the tagged element automatically added during project creation. When you remove a global best practice tag () from a project element, you remove the tag from all projects. You cannot remove the tag from an element that inherited a tag from its tagged child element. For example, you cannot remove the project parameter best practice tag from an assembly element that Specpoint automatically tagged after you tagged its child family as a best practice. See Rules for Displaying Best Practice Tags.
Article	When you remove a project parameter best practice tag () from an article, you remove the tag from all projects except projects that had the tagged article automatically activated during project creation. When you remove a global best practice tag () from an article, you remove the tag from all projects.
Paragraph	When you remove a project parameter best practice tag () from a paragraph, you remove the tag from all projects except projects that had the tagged paragraph automatically activated during project creation. When you remove a global best practice tag () from a paragraph, you remove the tag from all projects.
Option Set Item/Pill	When you remove a project parameter best practice tag () or a global best practice tag () from an option set item/pill, you remove the tag from all projects except projects that had the tagged option/pill automatically selected during project creation.
Manufacturer Option Set Item	When you remove a project parameter best practice tag () or a global best practice tag () from a manufacturer option set item, you remove the tag from all projects except projects that had the tagged manufacturer option set item automatically selected for it during project creation.
Product Listing Card	When you remove a project parameter best practice tag () from a product listing card, you remove the tag from all projects except projects that had the tagged product listing card automatically activated during project creation. When you remove a global best practice tag () from a product listing card, you remove the tag from all projects.

Automated Changes for Best Practices

After you set best practices, the following automated changes for the following content items apply:

Content Item	Rules
All	Automated changes apply only to new projects, based on the existing applicable best practices. Specpoint automatically adds applicable tagged content items, such as elements and paragraphs, only during project creation. When you tag a new best practice, modify a best practice, or remove a best practice, no automated changes apply to any existing project.
Project Element	Specpoint automatically adds the applicable tagged elements to the new project. This includes the parent elements of tagged elements. For example, in a given new project, Specpoint automatically adds a family that has a global best practice tag as well as the family's parent assemblies.
Article	For a given tagged article: Specpoint automatically adds and activates the article in the new project. If the family or product type under which the article belongs does not have a best practice tag, Specpoint automatically adds this element and its parent elements to the new project. However, these elements will not have a best practice tag. The automated addition and activation of a tagged article is subject to Level of Specification and/or Sustainability requirements, if applicable.
Paragraph	For a given tagged paragraph: Specpoint automatically adds and activates the paragraph in the new project. If the family or product type under which the paragraph belongs does not have a best practice tag, Specpoint automatically adds this element and its parent elements to the new project. However, these elements will not have a best practice tag. The automated addition and activation of a tagged paragraph is subject to Level of Specification and/or Sustainability requirements, if applicable.
Option Set Item/Pill	For a given tagged option set item/pill: Specpoint automatically selects the option/pill in the new project. If the family or product type under which the option/pill belongs does not have a best practice tag, Specpoint automatically adds this element and its parent elements to the new project. However, these elements will not have a best practice tag. The automated selection of a tagged option/pill is subject to Level of Specification and/or Sustainability requirements, if applicable.
Manufacturer Option Set Item	For a given manufacturer option set item: Specpoint automatically selects the manufacturer option set item in the new project. If the family or product type under which the manufacturer option set item belongs does not have a best practice tag, Specpoint automatically adds this element and its parent elements to the new project. However, these elements will not have a best practice tag.
Product Listing Card	For a given product listing card: Specpoint automatically adds the product listing card in the new project. If the family or product type under which the product listing card belongs does not have a best practice tag, Specpoint automatically adds this element and its parent elements to the new project. However, these elements will not have a best practice tag.