Remove a Best Practice Tag

As an administrator or member of the office master access group, remove the best practice tag from a project content item to remove an outdated or incorrect recommendation or standard from your firm's projects.

When you remove a best practice tag from a project content item, multiple rules apply and Specpoint makes automated changes as applicable.

For more information, see Best Practices Rules and Automated Changes.

To remove a best practice tag:

  1. Open a project in the project workspace.
    If you intend to remove a project parameter best practice, open a project that matches the parameters of the best practice.
  2. In the project workspace, locate the tagged best practice item that you want to remove:
    • For a tagged assembly, family/section, or product type, search for the element in the Project Elements pane.
    • For a tagged article, paragraph, or option/pill, select its element in the Project Elements pane and search for the content item on the element form.
    • For a tagged product listing card, click View Products and search for the product listing card in the Product Listings window.
  3. Display the best practices dialog box for the content item:
    • For a tagged project element, click > Best Practices .
    • For a tagged article or paragraph, click > Best Practices .
    • For a tagged option/pill, click .
    • For a tagged product listing card, click .
    Tip: As a shortcut, right-click the content item. This applies to all except articles and paragraphs.
  4. In the best practices dialog box, clear the selection from the Set as Best Practice option or the Set as Global Best Practice option depending on the best practice type.
  5. To save your changes, click outside the dialog box.