Specpoint Help for A/E Users

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Project Workspace Action Bar

Use the contents of this action bar to view project information and manage a project in the project workspace.

Navigate to the following contents:

Main Options

On this action bar, the following options are available:

Option Description
Project Parameters Click View to display the Project Parameters window and view parameters such as the project's building type and construction type.
Product Selection Click View Products to view product listings in the Product Listings window (project level) and browse products for your A/E firm's project.
Selected Products This displays the number of products that the project team selected for the project.
Added to Project This displays the number of project elements that the project team added to the project. This icon displays in green if you filtered the project elements in the Project Elements pane by Added to Project (in either format) or by Added to Work Results.

Click the checklist icon to toggle between showing only the elements that are active in the project or showing all available project elements (including those that you have already added). The selections in the Categories pane and the entries on element search bar filter the project elements in the Project Elements pane regardless if you enable the added to project filter.

Notes Click View to view and manage project notes in the Notes window.
Settings Icon Click to display the Project Settings window and configure the various general settings for the project, project elements, and element contents.
Menu Icon Click this button to show or hide the Show/Hide bar, which you can use to toggle the visibility of the various panes and tabs, such as the Categories pane and the Project Elements pane.
Search Icon Click this button to show or hide the element search bar which you can use to search for a specific assembly, family, or product type element.
Close or Show Click this button to show or hide the options on the project workspace action bar.

Show/Hide Bar

On the Show/Hide bar, the following options are available:

Option Description
Categories Click this option to show or hide the Categories pane.
Project Elements Click this option to show or hide the Project Elements pane.
Note: When you hide or show a project workspace pane or tab, Specpoint retains selections that you make in that pane or tab.

Element Search Bar Contents

On the element search bar, the following options are available:

Option Description
Search Field Enter the terms to search for in the project element numbers or project element names of the assemblies, families, sections, and product types. You can click X to clear the search bar.

When you have this field selected, you can press ENTER to run the search.

This field displays the category that you selected in the Categories pane. Specpoint searches only for project elements that belong under the selected category. When you select a new category, all search bar options return to each option's default or blank state.

Search Icon Click this button to search for project elements based on your entered search term in the search field and selected category.

The search results display in the Project Elements pane.

UniFormat Filters These filter options are available only when you filtered the Project Elements pane by UniFormat or assemblies
Set any combination of the following filters:
  • Assembly: Select this option to apply the search to assembly elements. Clear this option to exclude assemblies from the search.
  • Family: Select this option to apply the search to family elements. Clear this option to exclude families from the search
  • Product Type: Select this option to apply the search to product type elements. Clear this option to exclude product types from the search.
Note: Excluded elements still display in the search results as parent elements of elements that match the search term.
MasterFormat Filters These filter options are available only when you filtered the Project Elements pane by MasterFormat or divisions.
Set any combination of the following filters:
  • Section: Select this option to apply the search to section elements. Clear this option to exclude sections from the search.
  • Product Type: Select this option to apply the search to product type elements. Clear this option to exclude product types from the search.
Note: Excluded elements still display in the search results as parent elements of elements that match the search term.

Quick Add Toolbar

Note: This toolbar is available only if you selected project elements for quick add.

On the quick add toolbar, the following options are available:

Option Description
Add Selected Items to Project Click this button to add the project elements that you selected for quick add to the project.

Workspace Toolbar (Articles and Paragraphs)

For your selected article or paragraph on the element form, the following options are available:

Option Description Shortcut
Move Up Click this button to move the active article or paragraph one position up. ALT+SHIFT+UP
Move Down Click this button to move the active article or paragraph one position down. ALT+SHIFT+DOWN
Demote Click this button to demote the paragraph to a subparagraph of the paragraph that precedes it on the same paragraph level. TAB
Promote Click this button to promote the paragraph to a sibling of its current parent paragraph. SHIFT+TAB

These options are available only to administrators and authors.

Workspace Toolbar (Elements)

For your selected project element on the Project Elements pane, the following options are available:

Option Description Shortcut
Project Element Name This displays the selected element's name and code.

In addition, this displays the project element type below the element name, such as assembly, division, family, section, or product type.

Note/s This indicates the number of project notes for project element.

Click this link to display the notes in the Notes window.

Insert drawing designation This field is available only for product type elements.

Enter an annotation pertaining to a respective portion in your A/E firm's drawing that corresponds to the selected product type. This enables you to link and coordinate your A/E firm's drawings and your project specifications.

You can use this drawing designation for reference in the workspace. The drawing designation also displays in the product type line in the section preview and exported project files.

Supporting Documents Click this button to open the available supporting documents for the family, section, or product type. These documents provide professionals at any level with guidance, research, and coordination checklists to help them develop project information more effectively. CTRL+I
Export This option is available only for elements that are currently in the project.

Click this button to export the project section in which the family, section, or product type belongs, as a PDF file and a DOCX file.

CTRL+SHIFT+E
Preview This option is available only for elements that are currently in the project.

Click this button to open the Section Preview window and view how the family's, section's, or product type's specified articles and paragraphs display in a traditional section view or in a project output.

CTRL+ALT+I
Copy Product Type This option is available only for product types that are currently in the project.

Click this button to create a copy of the product type as a custom product type.

See Creation of Custom Project Elements.

CTRL+ALT+C
Add to Project This option is available only for elements that are currently not in the active project.

Click this button to add the selected element to the active project as an active project element.

See Addition of Project Elements.

Remove from Project This option is available only for elements that are currently in the project.

Click this button to remove the selected element from the active project.

See Removal of Project Elements.

Aside from the Project Element Name, these options are available only to administrators and authors.