Specpoint Help for A/E Users

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Table of Contents
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  • Specpoint Help for A/E Users
    • Using Online Help
      • Searching Online Help
      • Sending Feedback to Deltek About Any Help Topic
      • Emailing Documentation Feedback
    • Release Information
  • Specpoint Overview
    • A/E Professional Firm
    • Building Product Manufacturer (BPM)
    • Specpoint Users
      • User Permissions
        • Permission Summary
      • Disciplines and Professional Roles
      • User Status
      • Guest Users
  • Getting Started
    • Set Up Your A/E firm
    • Set Up Your User Account
    • User Login
      • Log In Page
        • Contents of the Log In Page
      • Log in to Specpoint
      • Reset Password
      • Login Troubleshooting
    • Password Requirements
  • User Interface
    • Top Menu
      • Top Menu Contents
      • Help Menu
        • Help Menu Options
      • User Profile Menu
        • User Profile Menu Options
    • Header Toolbar/Action Bar
    • Content Area
  • Home Dashboard
    • Contents of the Dashboard
    • Display the Dashboard
    • Project Research Map
      • Contents of the Project Research Map
        • Contents of the Map Tab
        • Contents of the Results Tab
      • Filter the Project Research Map
        • Save Project Filter
        • Load Project Filter
        • Delete Project Filter
      • Export Project Search Results
      • Project Overview Data Window
        • Contents of the Project Overview Data Window
      • Project Manufacturers Window
        • Contents of the Project Manufacturers Window
      • View Project Overview Data and Families
      • View Project Manufacturers
    • Widgets
      • Firm Contacts
      • AIA News
      • Recently Listed
      • Learning Resources Widget
  • Project Development
    • Projects
      • Project Group
      • Project Parameters
        • Building Type
        • Construction Budget
        • Construction Type
        • Contract Type
        • Sustainability
        • Owner
        • Geographic Region
        • Seismic Zone
        • Wind Zone
        • Design Phase
        • Level of Specification (LOS)
    • Projects Home Page
      • Contents of the Projects Home Page
      • Display the Projects Home Page
      • Project Cards
        • Contents of a Project Card
      • New Project Details Pane
        • Contents of the New Project Details Pane
      • View Project Details Pane
        • Contents of the View Project Details Pane
      • Filter Projects in Grid View
      • Filter Projects in Table View
      • Preview Project Information
    • Project Dashboard
      • Project Dashboard Menu
        • Project Dashboard Menu Options
    • Project Overview Page
      • Contents of the Project Overview Page
      • Project Overview
        • Contents of the Project Overview Portion
      • Edit Project Details Pane
        • Contents of the Edit Project Details Pane
      • Design Progress
        • Contents of the Design Progress Portion
        • Filter Elements and View Design Progress
        • Open Project Element in the Project Workspace
      • Teams
        • Contents of the Teams Portion
        • Team Members Dialog Box
          • Contents of the Team Members Dialog Box
        • Team Member Information Dialog Box
          • Contents of the Team Member Information Dialog Box
        • Add or Remove Team Members Dialog Box
          • Contents of the Add or Remove Team Members Dialog Box
    • Project Schedule Page
      • Contents of the Project Schedule Page
    • Managing Project Groups
      • Create a Project Group
      • Edit a Project Group
      • Remove a Project Group
    • Working with Projects
      • Create a Project
      • Create an Owner
      • Open a Project on the Project Overview Page
      • View Project Overview
      • Edit Project Information
      • Upload Project Image
      • Remove a Project
    • Managing Project Teams
      • Filter Members for a Project Team
      • View Member Information
      • Add Members to a Project Team
      • Add Members to Multiple Project Teams
      • Remove a Member from a Project Team
      • Remove Members from a Project Team
      • Edit Member Information
    • Managing the Project Schedule
      • View Project Milestones
      • Modify Milestone Details
  • Project Contents
    • MasterSpec® Content Library
    • SpecText Supported Content
    • Project Elements
      • Organization by UniFormat®
        • Assembly
        • Family
        • Product Type
          • Copied Product Type
          • Manufacturer Product Type
      • Organization by MasterFormat®
        • Division
        • Section
        • Product Type
    • Project Workspace
      • Contents of the Project Workspace
      • Project Workspace Action Bar
        • Contents of the Project Workspace Action Bar
      • Project Parameters Window
        • Contents of the Project Parameters Window
      • Project Settings Window
        • Contents of the Project Settings Window
        • Display the Project Settings Window
      • Categories Pane
        • Contents of the Categories Pane
        • Work Results Category
      • Project Elements Pane
        • Contents of the Project Elements Pane
      • Design Automation for Project Elements
        • Addition of Project Elements
        • Removal of Project Elements
        • Creation of Custom Project Elements
    • Element Form
      • Element Form for Assemblies
        • Contents of the Element Form for Assemblies
      • Element Form for Subassemblies and Divisions
      • Element Form for Families, Sections, and Product Types
        • Contents of the Element Form for Families, Sections, and Product Types
      • Shortcuts for the Element Form
    • Element Content Items
      • Performance Requirement
        • Contents of a Performance Requirement
      • Element Tabs (Parts)
      • Articles
        • Contents of an Article
      • Paragraphs (Properties)
        • Contents of a Paragraph
      • Option Sets
        • Option Set Rules and Mechanics
        • Option States
        • Option Set Controls
      • Table Support
      • Special Paragraphs
        • Property Set
        • Shared Property
        • Product Type Property
          • Contents of a Product Type Property
        • Manufacturer Paragraph
          • Contents of a Manufacturer Paragraph
        • Basis-of-Design (BOD) Product Paragraph
          • Contents of a BOD Product Paragraph
      • Product Type at the Family Level
      • LOS-Associated Content
        • Level of Specification (LOS) Tagging
      • Paragraphs for Manufacturer Options
        • Manufacturer Basis-of-Design (BOD) Product Paragraph
        • Manufacturer Property Paragraphs
      • Notes to Specifier
      • Design Automation for Element Contents
        • Modification of Element Contents
        • Addition of Element Contents
        • Removal of Element Contents
        • Arrangement of Element Contents
        • Promotion and Demotion of Element Contents
        • Activation of Element Contents
        • Inactivation of Element Contents
    • Workspace Side Panel
      • Contents of the Workspace Side Panel
      • Project Properties Tab
        • Contents of the Project Properties Tab
    • Working with the Project Workspace
      • Open a Project in the Project Workspace
      • Customizing the Project Workspace View
        • Show or Hide Options on the Project Workspace Action Bar
        • Show or Hide the Show/Hide Bar
        • Show or Hide the Element Search Bar
        • Show or Hide a Project Workspace Pane or Tab
      • View Project Parameters
      • Modify Project Settings
      • Select a Category
      • Search for Project Elements
    • Working with UniFormat® Elements
      • Filter UniFormat Elements
      • Select an Assembly
      • Add an Assembly
      • Remove an Assembly
      • Select a Family
      • Add a Family
      • Switch Between Family Versions (Assembly View)
      • Remove a Family
      • Add Multiple UniFormat Elements
    • Working with MasterFormat® Elements
      • Filter MasterFormat Elements
      • Select a Division
      • Select a Section
      • Add a Section
      • Switch Between Section Versions (Division View)
      • Remove a Section
      • Add Multiple MasterFormat Elements
    • Managing Product Types
      • Select a Product Type
      • Add a Product Type
      • Remove a Product Type
      • Copy a Product Type
      • Modify the Drawing Tag of a Product Type
      • Select or Enter a Manufacturer for a Product Type
      • Enter a BOD Product for a Product Type
      • Select or Enter Comparable Products for a Product Type
    • Managing Project Element Contents
      • Modify Project Properties of an Element
      • Modify a Performance Requirement
      • Open Supporting Documents
      • Add a New Article
      • Modify an Article
      • Remove an Article
      • Move an Article
      • Activate or Inactivate an Article
      • Add a New Paragraph
      • Modify Paragraph Content
      • Modify or Remove a Property Title/Key
      • Add a Property Title/Key to a Paragraph
      • Insert Multiple External Paragraphs
      • Select Options from an Option Set
      • Reset Options in an Option Set
      • Deactivate Options in an Option Set
      • Enter Value for a Text Field
      • Remove a Paragraph
      • Move a Paragraph
      • Promote or Demote a Paragraph
      • Activate or Inactivate a Paragraph
      • Show or Hide Notes to Specifier
      • Show or Hide Inactive Content
      • Show or Hide Shared Properties
  • Track Changes
    • Track Change Types
    • Track Changes Rules and Mechanics
    • Track Changes Tab
      • Contents of the Track Changes Tab
    • Working with Track Changes
      • View an Element's Track Changes in the Project Workspace
      • View Track Changes for an Office Master
      • Find a Track Change from a Track Tip
      • Find a Track Change Tip from a Track Change
      • Hide Track Changes
      • Accept a Track Change
      • Reject a Track Change
      • Add a Comment to a Track Change
      • Edit Your Comment on a Track Change
      • Delete Your Comment from a Track Change
      • Accept All Track Changes
      • Reject All Track Changes
  • Project Notes
    • Notes Window
      • Contents of the Notes Window
      • Note Card
        • Contents of a Note Card
    • Add Note Window
      • Contents of the Add Note Window
    • Note Details Window
      • Contents of the Note Details Window
    • Working with Project Notes
      • View Project Notes
      • Add a Note to a Project or Project Element
      • Add a Note to an Article
      • Add a Note to a Paragraph
      • Filter Notes
      • Open a Note
      • Comment on a Note
      • Delete Your Comment from a Note
      • Delete a Comment from Your Note
      • Edit Your Note
      • Update the Work Status of a Note
      • Delete Your Note
  • Project-Level Import
    • Import Page
      • Contents of the Import Page
      • Import Guide Tab
        • Contents of the Import Guide Tab
      • Import Preview Tab
        • Contents of the Import Preview Tab
      • Caution Window
        • Contents of the Caution Window
        • Caution Items for Import
      • Needs Attention Window
        • Contents of the Needs Attention Window
        • Needs Attention Items for Import
      • Set Associations Window
        • Contents of the Set Associations Window
    • Importing and Conversion Rules
    • Importing Project Content
      • Open the Import Page for a Project
      • Add Files for Import
      • Preview an Uploaded Family or Product Type
      • View Caution Items in an Uploaded Family
      • View Errors in an Uploaded Family
      • Discard an Uploaded or Imported File
      • Set Associations for Import
      • Import Uploaded Families and Product Types
      • Process an Uploaded Family through the Import Guide
  • Preview and Export
    • Included Contents in the Section Preview and Exported Files
    • Section Preview Window
      • Preview Element Contents
    • Exporting Projects and Sections
      • Export Dialog Box
        • Contents of the Export Dialog Box
      • Export a Project Manual
      • Export a Section
  • Project Formatting and Styles
    • Format Page
    • Style Guides
      • Default Style Guide
      • Format Page for Style Guides
        • Contents of the Format Page for Style Guides
        • Style Guides Tab
          • Contents of the Style Guides Tab
        • Document Settings Pane
          • Contents of the Document Settings Pane
          • Document Settings - Global Tab
            • Contents of the Document Settings - Global Tab
          • Document Settings - Styles Tab
            • Contents of the Document Settings - Styles Tab
          • Document Settings - Title Tab
            • Contents of the Document Settings - Title Tab
          • Document Settings - Notes Tab
            • Contents of the Document Settings - Notes Tab
          • Document Settings - UOM Tab
            • Contents of the Document Settings - UOM Tab
    • Working with Style Guides
      • Open the Format Page for Style Guides
      • Add a New Style Guide
      • Copy a Style Guide
      • Modify a Style Guide
        • Set Global Format
        • Set Styles for Outline Level Contents
        • Set Title Format
        • Set Notes Format
        • Set Units of Measure Format
      • Apply a Style Guide to the Active Project
      • Remove a Style Guide
    • Headers & Footers
      • Format Page for Headers & Footers
        • Contents of the Format Page for Headers & Footers
        • Headers & Footers Tab
          • Contents of the Headers & Footers Tab
        • Header & Footer Editor
          • Contents of the Header & Footer Editor
      • Merge Field
    • Working with Headers & Footers
      • Open the Format Page for Headers & Footers
      • Add a New Header & Footer Template
      • Copy a Header & Footer Template
      • Modify a Header & Footer Template
        • Add or Modify Header & Footer Text
        • Add or Remove a Merge Field
        • Apply Font Formatting
        • Align Header & Footer Content
      • Apply a Header & Footer Template to the Active Project
      • Remove a Header & Footer Template
  • Smart Reports
    • Contents of a Smart Report
    • Submittals Register
      • View Submittals Register
    • Unresolved Options Report
      • View Unresolved Options Report
    • Export Smart Report to Excel
  • Intelligent Product Selection
    • Product Listings
      • Product Listing Types
        • Related Products
      • Product Card Types
    • Product Listings Window
      • Product Listings Window for General Browsing
        • Contents of the Product Listings Window (General Browsing)
      • Product Listings Window at the Project Level
        • Contents of the Product Listings Window (Project Level)
      • Product Filter Rules and Mechanics
      • Product Listing Cards
        • Contents of a Product Listing Card
      • Product Listing Details Pane
        • Contents of the Product Listing Details Pane
        • Product Properties Tab
          • Contents of the Product Properties Tab
        • Manufacturer Options
      • Add to Project Dialog Box
        • Contents of the Add to Project Dialog Box
    • Design Automation for Product Selection
      • Addition of Product Listings
      • Addition of Product Listings as BODs
      • Flagging Product Listings for Review
      • Removal of Product Listings
    • Browsing through Product Listings
      • View a Recently Listed Product
      • View All Recently Listed Products
      • Filter Product Listings (General Browsing)
      • View Product Listing Details (General Browsing)
    • Selecting Product Listings for a Project
      • Open the Product Listings Window for the Active Project
      • Filter Product Listings (Project Level)
      • Deactivate Product Listing Filters (Project Level)
      • Activate Product Listing Filters (Project Level)
      • View Product Listing Details (Project Level)
      • Add a Manufacturer and Product Listing to a Project
      • Add a Manufacturer to a Project
      • Add Product Properties to a Project
      • Add a Product Listing to a Project as a BOD
      • Flag a Product Listing for Review
      • Remove Product Listing from a Project
  • Office Master Manager
    • Office Masters
    • Office Master Access Group
      • Assign a User to the Office Master Access Group
      • Access the Office Master Manager
    • Office Master Menu
      • Office Master Menu Options
    • Element Library
      • Contents of the Element Library
      • Elements Pane (Office Master)
        • Contents of the Elements Pane (Office Master)
    • Office Master Dashboard
      • Contents of the Office Master Dashboard
    • Office Master Import Page
      • Contents of the Office Master Import Page
      • Guide Tab for Office Master Import
        • Contents of the Guide Tab for Office Master Import
      • Preview Tab for Office Master Import
        • Contents of the Preview Tab for Office Master Import
      • Caution Window for Office Master Import
        • Contents of the Caution Window for Office Master Import
      • Needs Attention Window for Office Master Import
        • Contents of the Needs Attention Window for Office Master Import
      • Set Associations Window for Office Master Import
        • Contents of the Set Associations Window for Office Master Import
    • Office Master Import Rules and Mechanics
    • Working with the Element Library
      • Open the Element Library
      • Customizing Your View of the Element Library
        • Activate the Assembly View or the Divisions View (Element Library)
        • Show or Hide the Elements Pane in the Element Library
      • Search for an Assembly or Division (Element Library)
      • View an Assembly's or Division's Families (Element Library)
      • View Family Versions
      • Preview Version Contents of a Family
      • Export a Version of a Family
      • Delete an Office Master Version of a Family
      • Rename an Office Master Version of a Family
      • Set a Family Version as Primary
      • Create a Work Item for an Office Master Version
      • Create a New Office Master Version Based on a MasterSpec Family
    • Managing Office Master Work Items on the Dashboard
      • Open the Office Master Dashboard
      • Search for a Family on the Office Master Dashboard
      • Filter Families on the Office Master Dashboard
      • Publish an Office Master Family
      • Publish Office Master Families
      • Delete Families from the Office Master Dashboard
    • Importing Office Master Content
      • Download the MasterSpec® Style Template
      • Open the Office Master Import Page
      • Add Files for Import (Office Master Import)
      • Preview an Uploaded Family or Product Type (Office Master Import)
      • View Caution Items in an Uploaded Family (Office Master Import)
      • View Errors in an Uploaded Family (Office Master Import)
      • Discard an Uploaded or Imported File (Office Master Import)
      • Set Associations for Import (Office Master Import)
      • Import Uploaded Families and Product Types (Office Master Import)
      • Import Uploaded Families as New Office Master Versions
      • Import Uploaded Families to Overwrite Existing Office Master Versions
      • Process an Uploaded Office Master Family through the Import Guide
  • Office Master Content Customization
    • Office Master Workspace
      • Contents of the Office Master Workspace
      • Office Master Workspace Action Bar
        • Contents of the Office Master Workspace Action Bar
      • MasterSpec Elements Pane
        • Contents of the MasterSpec Elements Pane
    • Office Master Element Form
      • Contents of the Office Master Element Form
      • Shortcuts for the Office Master Element Form
    • Content Items of Office Master Elements
      • Parts (Office Master)
      • Articles (Office Master)
        • Contents of an Article (Office Master)
      • Paragraphs (Office Master)
        • Contents of a Paragraph (Office Master)
      • Option Set (Office Master)
        • Contents of an Option Set (Office Master)
      • Notes to Specifier (Office Master)
        • Contents of Notes to Specifier (Office Master)
    • Workspace Side Panel (Office Master)
      • Contents of the Workspace Side Panel (Office Master)
      • Project Properties Tab (Office Master)
        • Contents of the Project Properties Tab (Office Master)
    • Managing Contents of an Office Master
      • Open an Office Master Version of a Family in the Office Master Workspace
      • Switch Versions for a Family in the Office Master Workspace
      • Open an Office Master Product Type in the Office Master Workspace
      • Activate or Deactivate a Product Type (Office Master)
      • Modify Project Properties of an Office Master Family
      • Open Supporting Documents (Office Master)
      • Add a New Article (Office Master)
      • Modify an Article (Office Master)
      • Remove an Article (Office Master)
      • Move an Article (Office Master)
      • Activate or Inactivate an Article (Office Master)
      • Add a New Paragraph (Office Master)
      • Modify Paragraph Content (Office Master)
      • Remove a Paragraph (Office Master)
      • Move a Paragraph (Office Master)
      • Activate or Inactivate a Paragraph (Office Master)
      • Promote or Demote a Paragraph (Office Master)
      • Show or Hide Notes to Specifier (Office Master)
      • Add Notes to Specifier (Office Master)
      • Modify Notes to Specifier (Office Master)
      • Remove Notes to Specifier (Office Master)
      • Preview an Office Master Family from the Office Master Workspace
      • Export an Office Master Family from the Office Master Workspace
    • Configuring Option Sets in Office Masters
      • Add an Option/Pill
      • Add a Text Field
      • Add a Unit of Measure (UOM) Field
      • Modify an Option Value
      • Remove an Option Set Item
      • Add a Manufacturer under a Manufacturer Paragraph
  • Best Practices
    • Types of Best Practices
    • Best Practices Dialog Box
      • Contents of the Best Practices Dialog Box
    • Best Practices Rules and Automated Changes
    • Setting Best Practices
      • Tag a Project Content Item as a Best Practice
      • Remove a Best Practice Tag
  • Integrating with Autodesk® Revit®
    • Plug-in Installation and Setup
      • System Requirements
      • Download Installation Files for Specpoint Plug-in for Revit
      • Install Specpoint Plug-in for Revit
    • Specpoint Plug-in for Revit
      • Contents of Specpoint Plug-in for Revit
      • Link Project Dialog Box
        • Contents of the Link Project Dialog Box
      • Select Project Dialog Box
        • Contents of the Select Project Dialog Box
      • Filter Assemblies Dialog Box
        • Contents of the Filter Assemblies Dialog Box
      • Specpoint Model Validation Dialog Box
        • Contents of the Specpoint Model Validation Dialog Box
      • Set Assembly Code Dialog Box
        • Contents of the Set Assembly Code Dialog Box
    • Integrating a Specpoint Project with a Revit Model
      • Access Specpoint Plug-in Options
      • Log in to Specpoint Plug-in for Revit
      • Configure the Specpoint Assembly Code File for a Revit Model
      • Link a Project to a Revit Model
      • Set Assembly Code for a Revit Model Element
        • Filter Assembly Codes
      • Generate Model Validation Report
        • Export a Model Validation Report
        • Download the Specpoint Assembly Code File
        • Modify Assembly Codes from the Model Validation Report
        • View Family Specification Contents for a Revit Model Element
      • View Specifications for a Revit Model Element
      • Select Products for a Revit Model Element
      • View the Online Help for Specpoint Plug-in for Revit
    • Troubleshooting Specpoint Plug-in for Revit
  • Admin Settings
    • Account Settings Page
      • Contents of the Account Settings Page
      • Display the Account Settings Page
      • Modify Account Information
    • User Management Page
      • Contents of the User Management Page
      • Display the User Management Page
    • User Page
      • Contents of the User Page
      • Display the User Page
    • Managing User Accounts
      • Filter User List
      • Create a User
      • Activate a User
      • Deactivate a User
      • Edit User Account Information
      • Resend User Invitation Email
      • Cancel Pending User Invitation
      • Add a User as a Guest
  • User Settings
    • My Profile Window
      • Contents of the My Profile Window
      • Display the My Profile Window
    • Edit Your Profile Information
    • Upload Profile Photo
    • Change Your Password
    • Log Out of Specpoint
    • Change A/E Firm Accounts
  • Additional Features
    • File/Image Upload Utility
      • Contents of the File/Image Upload Utility
      • Upload a File or Image
    • Running Specpoint as a Progressive Web App (PWA)
      • Install Specpoint as a PWA from Chrome
      • Install Specpoint as a PWA from Edge
  • Ask Dela in Specpoint
    • Ask Dela Chat Box
      • Contents of the Ask Dela Chat Box
    • Using Ask Dela
      • Open the Ask Dela Chat Box
      • Open the Ask Dela Chat Box for a Project
      • Ask a Question to Ask Dela
      • Share a Feedback for an Ask Dela Reply
      • Retry an Ask Dela Reply
      • Copy an Ask Dela Reply
  • Help Resources
    • Getting Started Window
      • Contents of the Getting Started Window
      • Access a Learning Course
      • Access More Training Materials
    • In-App Guidance
    • View Online Help
    • View Release Notes
    • Download Updated MasterSpec® Sections and Supporting Documents
    • Request Support via Email
    • View Terms of Use
    • View Privacy Policy
    • Access Deltek Support Center
  • Specpoint Terms and Definitions
Index
Glossary
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