Divisions

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

  1. Open the record settings.
  2. Select Specifications.
  3. On the settings menu, select Divisions.

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

  1. Select 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—

    Select Done.

    The division is added at the bottom of the list.

  5. Select 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. Select the Code column.
  2. Select the Description column, and then edit the description.
  3. Press Enter.
  • Select the division, and then drag it to a different position in the list.

    • —Or—

    To sort the divisions alphanumerically, select Sort icon (Sort) on the toolbar.

You can delete divisions that are in use. A deleted division remains linked to a specification if it was previously selected, but you can't select the deleted division for anything else.

  • Point the cursor to the row, and then select Cancel icon (Remove).

    • The division is deleted immediately from the list.