Divisions

You can add, edit, and delete divisions, which are used for spec sections. When a .pdf file is uploaded to a specification set, the division for each spec section is taken from the first two numbers of the spec section. If the division doesn't exist in the settings, the Division field in the spec section is empty.

  1. Open the record settings.
  2. Click Specifications.
  3. On the settings menu, click Divisions.

You can add a unique code and an optional description for each division.

  1. Click Add new row.
  2. In the Code column, enter a unique code.
  3. In the Description column, enter the description.
  4. Press Enter.

    5. —Or—

    Click Done.

    The division is added at the bottom of the list.

  5. Click the division, and drag it to a different position in the list.

Changes to a division are applied wherever the division is used.

In the portfolio settings, you can export the division list to Excel where you can add new items.

Excel button in settings
  1. Click the Code column.
  2. Click the Description column, and then edit the description.
  3. Press Enter.
  • Click the division, and then drag it to a different position in the list.

    • —Or—

    To sort the divisions alphanumerically, click sort_by_alpha (Sort) on the toolbar.

You can delete divisions that are in use. The deleted divisions are still linked to the records that they were added to but can't be added to other records.

  • Point the cursor to the row, and then click cancel (Remove).

    • The division is deleted immediately from the list.