Understanding the Project Specification Groups User Interface

Understanding the Project Specification Groups User Interface

This article summarizes the Project Specification Groups User Interface.

For specific information regarding an aspect of Library Specification Groups, see one of the following articles:

Understanding the Project Wizard, Global Variables, Material Files, and Door Wizard Interfaces

Copying, Renaming, and Deleting Specification Group Collections

Copying, Renaming, Assigning, and Deleting Specification Group Components


To access the Project Specification Groups, you must first have a project open, then click on the Toolbox Setup menu, and select Project Specification Groups: 


Unlike the Library Specification Groups interface, which had a red header, the Project Specification Groups interface has a black header. The different colored headers are a visual indicator for knowing at what level changes will be made. At the project level, changes will only apply to the currently open project.


The interface is very similar to the Library Specification Groups interface – except for some added icons. The section on the left contains the specification group collections, and the section on the right includes the specification group components. The icons in the interface pertain to the sections directly below them.

The green checkmark indicates which specification group collection has been selected, and controls which components will be accessed when clicking on the different icons.

Icons pertaining to the left section (specification group collections):


  1. Workbook Designer – Allows you to access the spreadsheets of each component.
  2. Project Wizard – Allows you to access prompts and variables to control specific settings for a specification group.
  3. Global Variables – Allows you to access prompts and variables to control a broader range of settings for a specification group.
  4. Material File – Allows you to access the material setup of the cut parts, edgebanding, and hardware for a specification group.
  5. Material File Wizards – This is for advanced users who wish to create and utilize formula-driven materials (advanced training is required).
  6. Door Wizard – Allows you to access prompts and variables that control door/drawer front settings for a specification group.
  7. Copy – Allows you to copy a specification group collection.
  8. Rename – Allows you to rename a specification group collection.
  9. Delete – Allows you to delete a specification group collection.
  10. Import Specification Group from Another Project – Allows you to import a specification group collection and its components into the currently open project.
  11. Save Selected Specification Group to Template – Allows you to save a specification group collection and its components to the template.
  12. Sync from Database – Forces materials to sync from the database to the spreadsheet. Any names, or properties that do not match are updated in the spreadsheet. Any new materials that don't exist in the spreadsheet are added. Any materials marked as "deleted" are cleaned out of the spreadsheet. All formula-driven materials are updated. 

Icons pertaining to the right section (specification group components):


  1. Copy – Allows you to copy a specification group component.
  2. Rename – Allows you to rename a specification group component.
  3. Delete – Allows you to delete a specification group component.
  4. Add Component from Template – Allows you to add a component from the template into the currently open project.
  5. Revert Component from Template – Allows you to revert the selected component from a template component.
  6. Save Component to Template – Allows you to save the selected component to the template.

The arrow between the two sections allows you to assign components to a collection.

As mentioned in the Library Specification Groups section, components with an orange text color are unused, or unassigned, components. When creating a new project, only the specification group collections and their assigned components will be imported into the project. Unallocated template components can be added to a project manually.

To close out of the interface, click on the “X” in the top right corner.

You do not have to click on either of the save icons for the changes you’ve made to be saved to the project. The Save icons are used to save the selected collection or component to the template.

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