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Starting a New Project

1. NEMA MG 1 Motors and Generators National Electrical Manufacturers Association 1998 NFPA 70 National Electrical Code National Fire Protection Association 2002 SSPC Paint 15 Steel Joist Shop Paint Society for Protective Coatings 1999 Ed 2000 DEFINITIONS a A Section 99999 SpecLink Section Template PERFORMANCE SECTION TEMPLATE PERFORMANCE Basic Function Amenity and Comfort Health and Safety Structure Durability Operation and Maintenance PRODUCT L___ Use one of the following Do not use METHODS OF CONSTRUCTION The following other existing elements must be preserved The following other existing elements must be removed to accomplish new construction E Construct using one of the following methods Ct Do not use re END OF SECTION SpecLink User Manual 113 114 Chapter 4 Starting a New Project The PerSpective and Short Form Section Template Add New Section from RTF File If you already have the section you want to add in a word processing or RTF rich text format file it is faster to create a new section using Add New Section from RTF file There are two settings on the Tools menu that need to be set correctly before you use Add New Section from RTF If you have Auto Select New Paragraphs turned on then all paragraphs imported during the Add New Section from RTF will be selected with a checkmark There is a menu selection called L
2. If you click Browse the Open Database dialog box opens to the default projects directory SpecLink User Manual 105 Chapter 4 Starting a New Project NOTE As a shortcut the last four projects used display at the bottom of the File menu If you want to open one of those files click on it Open Database Look in a projects e e History E Desktop My Documents a My Comput P en ooo f Files of type Project Databases SPP PRS Cancel I Open as read only My Network P Z Open Database Dialog Box 3 Go to the location of the project file you want to open click on the file and then click the Open button The project file opens Reusing Existing Projects 106 You can get a jump start on a new project by reusing previous work Copy entire projects or individual sections from projects With SpecLink reusing the specifications from previous projects is actually the best way to improve your productivity Here s why e No master text is ever deleted it is always available for the next project e New material added for a project is carried forward to the next project automatically and can be deselected if not relevant e Notes are in a separate panel not in the body of the document In a word processor the notes would be in the body of the document and may be deleted from the original project With SpecLink the notes are stored separately from the text and wou
3. Project Data This checkbox defaults to being checked when you create a new project or when you copy an existing project When this field is checked you are giving your permission for BSD to publish the information about your project including your company name in reports generated and distributed to a limited number of manufacturers who pay to receive this information for specific specification sections The PerSpective and Short Form Summary Info Dialog Box The PerSpective and Short Form Summary Info dialog box contains the following global settings SpecLink User Manual 99 100 Chapter 4 Starting a New Project Summary info for Professional Building General File Name profbldg spp File Path C SpecLink projects r Document Function Project Name Professional Building i l Project ID osor 04 Proposed Performance Specifications Construction Documentation m Specific Terms Owner Owner m References Design Builder Design Builder IV Print Edition Dates JV Consolidated List of Citations Design Prof Architect Contractor Contractor Unit of Measure Project Location ne aaa in which the Project is C English English Metric Metric Metric English PerSpective and Short Form Summary Info dialog box Most of the fields on the Summary Info Dialog Box for PerSpective and Short Form are the same as the fields in the SpecLink Summary Info Dialog Box The
4. Starting a New Project 2 Using your right mouse button menu click on Delete Selected Section or from the Document menu point to Sections and then click Delete Selected Section 3 You will be asked to verify the deletion When you click OK the selected section is deleted Note that if you are in the SpecLink tab deleting the section in one MF hierarchy deletes the section in both hierarchies NOTE Be certain you want to delete the section before clicking OK because it is not possible to UNDO this process Importing Sections Into a Project If you copy an entire project as described in the previous section of this chapter it may be necessary to deselect certain sections or edit them heavily Import from Project allows you to select for copying the specific sections you need You can import sections from multiple projects combining them as appropriate for your new project Importing sections gives you a jump start on a new project because you can reuse your previous work Keep in mind that you did not modify the Master so don t worry about losing any of that information Importing BSD master sections causes the same selections and edits to be made to those sections in the new project as in the old project Importing user added sections creates the section and the text in the new project NOTE User added sections will not automatically import to the correct folder If you will be importing sections that you created click
5. automatically include only the reference standards that are relevant to your project There are two options that relate to reference standard citations you can select either or both Print Edition When the section is printed the edition dates are included with Dates each citation Consolidated Check this option to produce a consolidated list of all the List of Citations standards referenced in the project in Section 01425 NOTE To produce this list Section 01425 must be included in the project Include Check this option for links to automatically select the Citations in References article heading under Part 1 General when any Each Section standards documents are cited in the section Include Related Check this option for links to automatically select the Related Sections Sections article heading under Part 1 General when any other sections are referenced in the section 98 SpecLink User Manual Chapter 4 Starting a New Project MasterFormat Choose to display and print section numbers and titles in one of these Version four ways MasterFormat 04 MasterFormat 95 MasterFormat 04 MasterFormat 95 in parentheses or MasterFormat 95 MasterFormat 04 in parentheses Click on the button for the option you want If you choose to show a secondary hierarchy in parentheses only the secondary section number will be displayed Only the section title for the primary hierarchy will display and print MasterFormat Version choices normally appea
6. by SpecLink Note If the phrase Endo of Section is anywhere within the RTF file SpecLink will consider that to be the end of the section and will not import the remainder of the document Additional notes about import Documents with paragraph marks at the end of every line instead of only at the end of paragraphs should be cleaned up before importing since each line will import as a new paragraph Hard line breaks are treated as new paragraphs If you don t want a paragraph numbered in SpecLink drag across the paragraphs once they are in SpecLink and from the Document menu choose No Auto Number SpecLink does not import tables from Word directly You need to convert tables to tabbed text before importing SpecLink User Manual 115 Chapter 4 Starting a New Project To create a new section using Add New Section from RTF File use the following steps 1 Position your cursor in the Tree Panel on the folder that will contain your new section 2 Using your right mouse button menu select Add New Section from RTF File or from the Document menu select Sections then Add New Section from RTF File The Import from Rich Text Format Documents window opens Import from Rich Text Format Documents Look in a projects e ae History E Desktop My Documents My Computer Za File name rtf m amp Files of type Rich Text Format rtf gt Cancel My Network P I Open as read only 3 N
7. following highlights only the differences Document PerSpective includes a global switch that changes language Function throughout the database depending on the intended use of the documents Choose the appropriate function from the three that are offered as follows Building Design Criteria an owner preparing an RFP Proposed Performance Specifications a design builder responding with a proposal or Construction Documentation communications between members of the building team References PerSpective includes a single reference document Section 00840 that includes a consolidated list of reference standards for the entire tab This list includes the acronym the document number the full title and the current edition date optional of each standard If you choose to include this chapter links automatically include all the reference standards that are relevant to your project There are two options that relate to reference standard citations you can select either or both Print Edition When the section is printed the edition dates are included with Dates each citation SpecLink User Manual Chapter 4 Starting a New Project Consolidated Check this option to produce a consolidated list of all the List of Citations standards referenced in the project in Section 00840 NOTE To produce this list Section 00840 must be included in the project Completing the Summary Info Dialog Box You can establish global settings in th
8. the PERSPECTIVE Documentation Summary Info dialog may be used in PerSpective and Short Form only In SpecLink it imports but does not switch the first option shows NOTE See User Added Choices in chapter 5 for how to edit delete and add choices within SpecLink Copying Sections Within a Single Project Copy an entire section within a single project when you need to make two variations of the same section in the same project or if you want to copy a proprietary section and edit it to make it generic Copy the section to a new acronym and then edit the new section NOTE To copy sections from one project to another see Importing Sections Into a Project later in this chapter To copy an entire section within a single project 1 Inthe Tree panel click on the title of the section to be copied 2 Using your right mouse button menu click on Copy Section or from the Document menu point to Sections and then click Copy Section The Copy Section for Pasting dialog box opens The current Section ID Acronym and Section Name are displayed SpecLink User Manual Chapter 4 Starting a New Project Copy Section for Pasting E Section To Copy Section ID 04813 Acronym IBP Section Name GLASS BLOCK SKYLIGHT SYSTEM i Cancel Copy Section for Pasting dialog box 3 Verify that this is the section you want to copy then click OK to proceed 4 Inthe Tree panel click on the fol
9. to return section status to neutral Status Boxes The status of each paragraph in a section is visually displayed in the box in the Status column to the left of the text in the Document panel and the status of each section is visually displayed in the status box to the left of each document title in the Tree panel using symbols and colors For complete descriptions of the symbols and colors see Chapter 3 Using the Notes Panels To help you choose sections to include the title of each section always has a note attached that includes a brief description of the section contents To view the Notes click on the name of the section you want to review and the note will appear in the master notes panel If the master notes panel is not visible select it from the View menu To see the note on a different section click on the name of the section you wish to view and the Master Notes panel will display the notes for the section you select You can therefore move quickly from section to section in the Tree Panel and see a quick overview of the section in the Master Notes panel When a section is open Notes attached to particular paragraphs appear in the Notes panel when the relevant paragraph has focus and the Notes panel is open Paragraphs that have Notes are marked with an icon in the Notes N column to the left of the status box The color of the icon indicates the type or types of notes available as follows SpecLink User Manual Ch
10. 107 Chapter 4 Starting a New Project 2 Goto the location of the file you want to copy click on the file and then click Open The Enter Destination File Name dialog box opens Enter Destination File Name i basics spp Be a brnchbnk spp History 2 multifam spp 7 profbldg spp Desktop My Documents My Computer SA a File name Copy of profbldg spp My Network P A Save as type spp ea Cancel Enter Destination File Name Dialog Box 3 Select a different folder in which to save the copy if desired Then enter a file name and then click Save The copy will be made 4 To open the copy from the File menu choose Open The Recently Used dialog box opens Since the copied project has never been open before it will not be listed Click the Browse button to locate and open the copy 5 Open the Summary Info dialog box from the File menu choose Summary Info and edit the global settings to match the new project NOTE The Copy Project procedure does not change the Project Name of the copied project to match the file name To change the name of the project open Summary Info Managing Sections In a Project SpecLink allows you to create new folders copy existing sections create new sections and import selected sections from one or more projects into a new project These features 108 SpecLink User Manual Chapter 4 Starting a New Project allow you to take copy re
11. C relationships substitution of a different set of names may not be sufficient to clarify modified responsibilities In that case it is advisable to examine each section for statements relating to the duties of the parties to the contract and to make modifications as necessary If necessary use the Find feature to search for specific terms SpecLink User Manual 101 Chapter 4 Starting a New Project Basic Concepts 102 Unlike documents in a word processing environment where unwanted text is deleted to remove it in SpecLink you select a section by clicking on its status box in the Tree panel to include it or by clicking the status box of the title in the Document panel Unselected sections are not included in your project and do not print In addition as you make text selections in the Document panel software links automatically make other changes to the section and to other sections in the project See the Status Boxes section in Chapter 3 for details about selected text In the Tree panel folders that contain active sections have a sheet icons B When those folders are expanded the sections that are included in the project are in a bold font In addition the status boxes of included sections are green include a checkmark or are green with a checkmark NOTE A selected section is always included in the project If you wish to exclude a selected section simply click again on the status box adjacent to the title Click again
12. Chapter 4 Starting a New Project In this chapter you learn how to create and name a project set global options in the Summary Information dialog box understand Status Boxes use the Notes window select sections for a project open an existing project copy entire projects create folders create new sections copy sections within a project and import selected sections into an existing project SpecLink User Manual 93 Chapter 4 Starting a New Project Overview SpecLink comes with a template configuration When you create a new project SpecLink s Master Template is the default foundation for the new project You can subsequently use any project as the foundation for new projects by changing the Project Source as described in this chapter In SpecLink all information about a project including all the sections in the project is contained in a single project file This file is an overlay over the SpecLink master database When you make selections and edits you are changing the overlay but not the master in the background When you open a project imagine the project file as overlaying SpecLink s master database of sections modifying your view of the contents Because everything about the project is contained in a single file global decisions such as page format and choice of units of measure can be made in one place Links between sections are also easy to implement so this single file structure results i
13. Project Source JC SpecLink System Master SPT New Project JC SpecLink projects Hightower Office Building SPP wo Note The Source file for new projects will be the Project Setup file unless another file is selected by clicking on the open folder icon Any existing Project or Model Project may be selected Cancel 2 The Create New Project dialog box reopens with the path for the New Project filled in If both the Project Source and the New Project are correct click OK You can use any existing project or any sample or model project as the Project Source i e the basis for your new project The default project is a blank template Master spt included as part of the master database You can save editing time by changing the Project Source to an existing similar project The Project Source will be copied and used as the starting point for the New Project 3 Tochange the Project Source click on the open folder icon to the right of the Project Source field to browse When you click on the folder the Open dialog box opens SpecLink User Manual 95 Chapter 4 Starting a New Project al Look in E System 7 e ea E Desktop SwTemplate SPT SE My Documents TES My Computer Files of type Template Database SPT SPP z Cancel ZA My Network PS Open dialog box 4 Navigate to and select the project file that you want to use as your project source 5 Click Open The Cr
14. above information can be edited in the dialog box following file selection Example of first two lines of an RTF file Section 07550 MODIFIED BITUMEN ROOFING SpecLink User Manual Chapter 4 Starting a New Project Paragraphs beginning with the word Part and one of the words General Products or Execution will import at Level 1 The test is not case sensitive Other levels hierarchy are determined basically by the amount of space between the left margin and the first printable character on the line regardless of how the space was Created Since SpecLink has its own auto numbering system the import from RTF attempts to remove numbers and letters from the beginning of a line From the beginning of a line up to five characters followed by a tab will be recognized as an auto number to be removed When a paragraph is indented 2 or more levels below its parent it will be promoted until it is only one level below its parent Lines beginning with 10 or more asterisks will be recognized as the boundary beginning or ending text that should be treated as a Note to the following paragraph To import a note on a paragraph it should be formatted like this This is the project note for Paragraph One Paragraph One Blank paragraphs in specification text are discarded blank lines within notes are maintained The phrase End of Section is assigned to Level 1 If there is no End of Section at the end it will be added
15. ange the Section Name however it is not necessary to cut and paste a section in order to change the section name When all desired changes have been made click OK The section is moved to its new location in the Tree panel and or the ID is changed NOTE It is not necessary to Cut and Paste a section in order to change the section name To change any section name view the section in the Document Panel drag across the text of the current title to highlight it and then type the new name Click on a different paragraph to save your edit and the section name will update in the tree If in the SpecLink tab the name change will be effective for the current hierarchy only If you need to change the section name for both MasterFormat 95 and MasterFormat 04 the change needs to be done in each hierarchy Deleting a Section If you added or copied a section in error or if the added or copied section will never be needed again delete it You can delete user added or copied sections You cannot delete a section from the master database It is not necessary to delete a section in order to omit it from your project specification Rather than deleting deselect the section by clicking in the status box to return it toa neutral state For more information see the section on Status Boxes in Chapter 3 To delete a user added or copied section 1 Inthe Tree panel click on the section you want to delete SpecLink User Manual 121 Chapter 4
16. apter 4 Starting a New Project n Yellow notebook icon on left Master note is attached nf Blue notebook icon on right Project note is attached tale Both the yellow and blue Both master and project notes are notebook icons attached NOTE For information on adding your own notes see Chapter 5 Selecting Sections for a Project Once you have created a new project or opened an existing project you can select sections to include and deselect sections that are not needed You can also exclude sections but it is not necessary to exclude them from your project to keep them from printing Only selected sections displayed with bold titles are included in your project 1 To select or deselect a section click once in its status box in the Tree panel or click the status box of the section title in the Document panel Remember that selected sections display the status box with a checkmark a green background or a combination of a checkmark and a green background The title of the selected section is also displayed in a bold font 2 Ifyou decide that you do not want a section that you selected click the status box twice to return it to a neutral status See the Status Boxes section of Chapter 3 for a refresher about the status box color and symbol markings 3 Continue selecting the sections you want You can add or deselect sections at any time NOTE You can make section selections in the Tree Panel without actually loading the do
17. atabase does not use the term Design Builder but you may want to add this term for design build projects SpecLink User Manual 97 Chapter 4 Starting a New Project The Specific Terms appear in the Document panel in a green font indicating a global choice These terms can be replaced globally in the Summary Info dialog box You can also modify a single instance of a global term by blocking and deleting it then entering a substitute term in your paragraph To overwrite a term block the term and enter the new text NOTE It is best to use generic terms like Owner or Government instead of filling in the actual owner s name Where the terms appear in the sections the text may say Use the Owner s choice If you replaced the term Owner with the owner s name it would then read Use the Tom Smith s choice Not only would you then have to fix the grammar in each place where it did not make sense but the reader would also have to figure out who Tom Smith is In the front end documents you will have the opportunity to fill in the owner s actual name and that is followed by hereinafter referred to as Owner References SpecLink includes a single reference document Section 01425 that includes a consolidated list of reference standards for the entire project This list includes the acronym the document number the full title and the current edition date optional of each standard If you choose to include this section links
18. avigate to the folder where the RTF file is click on it and then click on Open The Add Section dialog box opens JAdd Sectionto 04000 Masonry Section To Add Section ID 04040 Acronym JUSER Section Name MASONRY PROCEDURES Cancel Add Section dialog box 4 Enter a section ID and section name then click OK You may also change the acronym but we recommend leaving it as USER for easy identification SpecLink User Manual Chapter 4 Starting a New Project NOTE The software will not allow you to add a section number acronym combination already in use in the master database or in your project If you add a section in the wrong place use Cut Section and Paste Section to move it see details later in this chapter The new section is added to the Tree Panel in the appropriate location based on the number and acronym assigned The Rules for importing Choices In the table below are the proper formats for choices you wish to import into SpecLink Note that these conventions will be honored only if you have the Tools menu choice of Look for Choice Fields in Import turned on Also note that if this choice is active choices will be imported when you use Add New Section from RTF as well as when you use Import from Clipboard Control V Description Marker Note Exclusive apple orange banana Used as selection for no Choice List or apple orange
19. ch Section Include Related Sections Project ID MasterFormat Version Specific Terms C MF 04 MF 04 MF 95 Owner Owner MF 95 C MF 95 MF 04 Design Builder Design Builder MF 04 Section ID Format Design Prof Architect Q 999999 999999 Contractor Contractor 999999 Separator Project Location the State in which the Project is located Unit of Measure C English English Metric Metric C Metric English File Name New Project SPP File Path C SpecLink projects Allow BSD to Publish Project Data SpecLink Summary Info dialog box File Name Displays the file name of the project For reference only File Path Displays where the project is saved For reference only Project Enter a meaningful name in the Project Name field You can print the Name Project Name in the header or footer of your printed specification using a keyword This is an optional field but is useful for managing your projects This name also appears at the top of your tree panel Project ID Enter an ID number in the Project ID field You can print the Project ID in the header or footer of your printed specification This is an optional field but is useful for managing your projects Specific You can overwrite the default terms to replace all occurrences of these Terms words in the specifications text You can customize terms for the following Owner Design Builder Design Professional Contractor and Project Location The SpecLink master d
20. cument into the Document Panel This makes your selections faster To load the section in the Document Panel click on the section title in the Tree Panel Which Sections are Included Active sections which are included in the project have titles in a bold font while inactive sections are shown in a normal font Also the status box of an active section is either green or includes a checkmark as shown in the following illustration SpecLink User Manual 103 104 Chapter 4 Starting a New Project 5 PerSpective Short Form z SpecLink Division 14 Conveying Equipment H E 14 0000 Conveying Equipment A 141000 Dumbwaiters a 141100 Manual Dumbwaiters _ 141100 Manual Dumbwaiters MWC ASCMELX 10 16 03 19 17 00 141200 Electric Dumbwaiters _ 141200 Electric Dumbwaiters BSD A 07 16 04 14 22 41 5 141300 Hydraulic Dumbwaiters 43 14 2000 Elevators i 14 2010 Passenger Elevators BSD AX 07 15 04 10 25 24 _ 14 2020 Freight Elevators BSD A 07 15 04 16 34 22 3 14 2100 Electric Traction Elevators _ 142119 Residential Elevators WAU ASCMELX 07 13 04 17 48 49 14 2400 Hydraulic Elevators 5 14 2600 Limited Use Limited Applications Elevators amp 3 14 2700 Custom Elevator Cabs Vv 14 2705 Custom Elevator Cabs and Hoistway Doors BSD A 07 16 04 15 12 15 5 14 2800 Elevator Equipment and Controls _ 142817 Passenger Elevator Control Systems BSD A 03 01796 1 14 2819 Elevator Eq
21. der that will contain the pasted copy 5 Using your right mouse button menu click on Paste Section Into or from the Document menu point to Sections and then click Paste Section Into The Paste Section Into dialog box opens Paste Section into 04800 Masonry Assemblies r Copy Section From Section ID 94813 Acronym IBP Section Name GLASS BLOCK SKYLIGHT SYSTEM m Copy Section To Section ID TAE Acronym JUSER Section Name GLASS BLOCK SKYLIGHT SYSTEM Cancel Paste Section Into dialog box 6 The Copy Section To portion of the dialog box defaults to the current section ID and Name The Acronym is changed to USER to indicate that it is a user added section If desired change the Section ID Acronym and or Section Title Then click OK The copied section appears in the Tree panel with its new section number and or title NOTE If you mistyped the name in the Document panel drag the pointer across the current name to highlight it and then type the correct name Click on a different paragraph to save your edit and the name will update in the Tree panel If the Section ID or Acronym is wrong use the Moving a Section steps below to Cut and Paste the section SpecLink User Manual 119 Chapter 4 Starting a New Project Moving a Section If a user added or copied section is in the wrong folder has a wrong Section ID or has a wrong Acronym fix this by cutting and pasti
22. e Summary Info dialog box when you first start a new project and change these settings at any time To view or edit the Summary Info dialog box later from the File menu choose Summary Info or click the Open Database Summary Info dialog button on the toolbar 1 To add or edit the data in any field in the Summary Info dialog box click on the field NOTE The File Name and File Path fields are for reference only They cannot be edited 2 Enter your new text Use the Tab key to navigate through the fields or click on each field to edit it 3 To change an option click on the radio button or checkbox to select or deselect 4 When you have completed desired changes in the Summary Info dialog box click OK Notes about Specific Terms When you replace specific terms in the Summary Info dialog box keep these hints in mind e Any words can be used but the sentence syntax and punctuation assume that nouns or proper nouns are used and that possessives and other structures may be appropriate e The duties of each entity and what the specification says each is responsible for are based on contractual relationships similar to those provided for in the standard American Institute of Architects AIA Associated General Contractors of America AGC and Engineers Joint Contract Documents Committee EJCDC contracts for design build projects e If the contractual relationships for the project are different from the standard AIA AGC and EJCD
23. eate New Project dialog box reappears with the new project source create new project Project Source JC SpecLink projects profbida spp we New Project C SpecLink projects Hightower Office Building SPP a gt Note The Source file for new projects will be the Project Setup file unless another file is selected by clicking on the open foldericon Any existing Project or Model Project may be selected Ema 6 Click OK to create your new project The Project Window for the new project and the Summary Information dialog box appear Once you complete the Summary Info dialog box and click OK you have created a new project Setting Global Options describes the Summary Info dialog box Setting Global Options 96 The Summary Info dialog box allows you to establish global settings for your project Keep in mind that everything about the project is contained in a single file allowing global settings to be made in one place The dialog box will vary depending on whether you are in a SpecLink PerSpective or Short Form tab in the Project Tree before you open it SpecLink User Manual Chapter 4 Starting a New Project The SpecLink Summary Info Dialog Box General Tab The SpecLink Summary Info dialog box contains the following global settings Summary info for New Project General Report Cover Sheet References J Print Edition Dates J Consolidated List of Citations Project Name J Include Citations in Ea
24. ection Template to explain how to use each article so that new sections you create can be consistent with the existing sections Copying the Section Template When you add a new section in the SpecLink tab SpecLink copies the SpecLink Section Template Section 99999 9 99999 in MF04 If there are edits you would have to make for every new section you create customize Section 99999 or 9 99999 just as you would edit any other section You can copy text from the Section Template to other sections When you add a new section while in a PerSpective or Short Form tab the PerSpective Section Template will be copied See below for the PerSpective Short Form Section Template SpecLink User Manual Chapter 4 Starting a New Project Level Arial y 0 B z u E E p A SECTION TEMPLATE PART 1 GENERAL SECTION INCLUDES RELATED SECTIONS Section ___ E i ALLOWANCES See Section 01210 Allowances for cash allowances affecting this section UNIT PRICES See Section 01270 Unit Prices for additional unit price requirements By the linear foot Includes if ALTERNATIVES See Section 01230 Alternatives for product alternatives affecting this section This section describes a base bid product refer to Section for an alternative product This section describes an alternative product refer to Section for the base bid product REFERENCES FM P7825 Approval Guide Factory Mutual Research Corporation current edition
25. en added by the user or master sections that have been copied appear in a green font Sections that are not available for you to edit because they are being edited by other users appear in a gray font and information in the parentheses is replaced with in use by A gray font will also appear on sections that are not included in your subscription catalog SpecLink User Manual Chapter 4 Starting a New Project NOTE If the status box of a gray in use section is replaced by a red key that section is currently checked out by another user See Chapter 9 for details Opening an Existing Project 1 From the File menu choose Open Project NOTE You can also choose the Open Project icon from the Standard toolbar The Recently Used dialog box opens Note that there are four different views of the recently used projects available The view below shows Details of the files Recently Used E Projects amp Databases r Select Database to Open C SpecLink C SpecLink E SpecLink K multifam spp 12 996 KB Projec 12 356 KB Projec 13 316 KB Projec View Large Icons C Small lcons List View Details Browse Open Bemove Recently Used dialog box 2 You can select a project from those presented in this window or if the project you want to open is not listed click the Browse button to open the Open Database dialog box
26. ivision 17 Technology Infrastructures then click OK The new folder is added at the bottom of the tree just above the Unassigned Sections folder Renaming and Deleting Folders You can rename any folder or delete a folder you have added at any time To rename any folder or to delete a user added folder first click on the folder then from the Tree Menu SpecLink User Manual 109 110 Chapter 4 Starting a New Project choose Folder and then choose Rename Folder or Delete Folder The folder must be empty in order for you to delete it Adding New Sections No matter how many sections are in the master database there may be a need for additional sections SpecLink includes four ways to add new sections e The Add New Section function allows you to create new sections built on a template with all major article headings and standard boilerplate text Use this method if you are going to type in the text or copy in small parts of the text from another document e Add New Section From RTF File allows you to use the complete section from another document such as Word or WordPerfect e Copy Section copies existing sections from within the same project e Importing sections from another project is the fourth way to get a new section into your project Add New Section To create new sections you follow a procedure similar to adding new folders 1 Position your cursor in the Tree Panel on the folder that will contain your ne
27. ld not be deleted There are three methods for copying projects SpecLink User Manual Chapter 4 Starting a New Project e Changing the Project Source to an existing project as described earlier in this chapter under creating new projects e Copying an entire project described next e Importing sections from existing projects described in the next section of this chapter The first two result in the same file an exact copy of the original project The third method allows you to import only the specific sections that you need NOTE It may not be possible or desirable to reuse the last project specification because more than one project may be in the works at the same time In that case a master project file offers the same benefits with only a slight increase in administration By using Copy Paste and Import From Project new material can be added quickly to the master project file from new projects See Chapter 10 Creating a Master Project File for details Copying an Entire Project To copy an entire project including Summary Info settings formats and all selections and edits use the following steps 1 From the File menu choose Copy Project The Select Unopened File to be Copied dialog box opens Select Unopened File to be Copied My Documents us a My Computer yao GZ File name My Network P Files of type Select Unopened File to be Copied Dialog Box SpecLink User Manual
28. le in the SpecLink tab is the CSI Three Part Section Format including PART and Article headings down to level 2 plus standard language for many PART 1 and PART 3 topics Listed below are the Article titles provided in the SpecLink template which should be used to the degree possible The 3 PARTs are always used Articles marked with an asterisk are almost always used PART 1 GENERAL SECTION INCLUDES RELATED SECTIONS ALLOWANCES UNIT PRICES ALTERNATES ALTERNATIVES REFERENCES DEFINITIONS SYSTEM DESCRIPTION DESIGN REQUIREMENTS PERFORMANCE REQUIREMENTS SUBMITTALS QUALITY ASSURANCE MOCK UP PRE INSTALLATION MEETING DELIVERY STORAGE AND PROTECTION PROJECT CONDITIONS ENVIRONMENTAL REQUIREMENTS WARRANTY EXTRA MATERIALS MAINTENANCE SERVICE PART 2 PRODUCTS MANUFACTURERS BASE BID MANUFACTURER SpecLink User Manual 111 112 Chapter 4 Starting a New Project MATERIALS PRODUCT COMPONENTS ACCESSORIES MIXES FABRICATION SHOP FINISHING SOURCE QUALITY CONTROL AND TESTS PART3 EXECUTION EXAMINATION PREPARATION INSTALLATION APPLICATION ERECTION INTERFACE WITH OTHER WORK ERECTION TOLERANCES FIELD QUALITY CONTROL STARTING EQUIPMENT AND SYSTEMS ADJUSTING CLEANING AND PROTECTION SCHEDULES END OF SECTION Since the new section does not exist in SpecLink s master database all of the paragraphs will be user added paragraphs and therefore completely editable Notes are included in the S
29. ll optional text Optional Text lt lt apple gt gt User can select text or None N A Optional One and lt lt apple gt gt lt lt orange gt gt Must pick at least one can required AND lt lt banana gt gt pick more AND connector Optional One or lt lt apple gt gt lt lt orange gt gt Must pick at least one can required OR lt lt banana gt gt pick more OR connector User Defined User fills in Fill in Reference lt date gt Date Owner O Globally defined term for Owner Design Builder D Globally defined term for Design Builder Design Prof HAH Globally defined term for Design Professional Contractor C Globally defined term for Contractor Project S Globally defined Project Location Location Unit of cubic feet cubic meters Globally defined unit of Measure or inch foot yard cm meter measure meter SpecLink User Manual 117 Chapter 4 Starting a New Project Description Marker Note MasterFormat Section MF04 MF95 Format the MF04 number Version Section MF04 J MF95 as 00 0000 the space is Choice MFV IDH required The first character in the import must be something other than the initial brace PerSpective Text for Building Design Criteria The three options Document Text for Proposed Performance correspond to the Function Specifications Document Function setting Text for Construction on
30. n better project coordination Creating and Naming a New Project 94 To prepare a project specification you first copy an existing project or start a new project This section describes how to create and name a new project 1 From the File menu choose New Project The Save New Project As dialog box opens NOTE You can also choose the New Project icon from the Standard toolbar Save in Si projects ey Ey File name he Save as type Project Databases SPP he Cancel My Network P SpecLink User Manual Chapter 4 Starting a New Project This dialog box allows you to change the folder where your project will be saved If the default folder is where you want your project to be saved simply type the new project name in and click on Save To change the location where your project will be saved click on the Save In drop down menu and navigate to the folder where you want the project saved enter a file name and then click on Save NOTE A file name can contain up to 255 characters including spaces But it cannot contain any of the following characters lt gt Use a period only to separate the file name from the extension SpecLink automatically attaches an spp extension NOTE To change the default projects directory see the installation document located on the latest copy of the BSD SoftLink CD ROM or download it from our website www bsdsoftlink com on the Support page
31. ng the section You cannot cut a section from the master database To move and or renumber a user added or copied section In the Tree panel click on the title of the section you want to move and or renumber 2 Using your right mouse button menu click on Cut Section or from the Document menu point to Sections and then click Cut Section The Cut Section for Pasting dialog box opens Cut Section for Pasting E r Section To Cut Section ID 04813 Acronym USER Section Name GLASS BLOCK SKYLIGHT SYSTEM 3 Cancel Cut Section for Pasting dialog box 3 Verify that this is the section you want to move and or renumber and then click OK Otherwise click Cancel 4 In the Tree Panel click on the folder that will contain the moved and or renumbered section 5 Using your right mouse button menu click on Paste Section Into or from the Document menu point to Sections and then click Paste Section into The Paste Section Into dialog box opens 120 SpecLink User Manual Chapter 4 Starting a New Project Paste Section into 04800 Masonry Assemblies q m Move Section From Section ID 94813 Acronym USER Section Name GLASS BLOCK SKYLIGHT SYSTEM m Move Section To Section ID Acronym JUSER SectionName GLASS BLOCK SKYLIGHT SYSTEM Cancel Paste Section Into dialog box 6 Change the Section ID and or the Acronym if desired You can also ch
32. on the folder you would like those sections to import to prior to starting the import process To copy sections from one project to another using Import From Project 1 Open the project that you are going to import from to make sure that it has been opened in the current version of the software Once the project that you are going to import from has been opened in the current version you can close it Open the project to receive the imported sections 3 Inthe Tree panel click on any folder Or if you will be importing any user added sections click on the folder that should contain the user added sections NOTE If you will be importing multiple user added sections that belong in different folders you can create a temporary folder using the directions for adding folders earlier in this chapter and then import the user added sections to that folder Once they have imported use Cut Section and Paste Section to move the sections to the folders where they belong 122 SpecLink User Manual Chapter 4 Starting a New Project 4 From the Tools menu choose Import from Project Or click the Import Sections from External Project button on the toolbar Ee The Import from Project dialog box opens Import From Project Project to Import From a Available Sections Active Sections Only ID SectionName CS Import Close Select All il Deselect All IV Verify Before Overwriting Existing Sections Import F
33. ook for Choice Fields in Import If this is turned on reflected by a checkmark in the menu choice then the import will create choices within the section based on the formatting outlined below If the Look for Choice Fields in Import is not turned on then the software will not create choices in your section and brackets will import as brackets for example Unless you have specifically edited your file to import choices it is better to leave this selection off See below for more information on importing choices Your RTF file must be formatted correctly for the new section to be added correctly The following guidelines should be followed e The file must be a true RTF file To save a word processing document as an RTF file open it in your word processing software and choose Save As selecting Rich Text Format RTF as the file type e The word Section must be in the first non blank line in the document e This word must be followed by one or more spaces followed by the Section ID number Up to 15 characters are allowed MasterFormat 95 Section IDs may only be 5 characters in length e The number may be followed without space by an acronym If no acronym is discovered the acronym will default to USER e The Section Title is expected to be the second non blank line in the document A properly delimited note see below may precede the Section ID or the Section Title and will be assigned to the Section Title Any or all of the
34. or hold the Ctrl button down to click on multiple sections Alternatively you can click on the Select All button 9 When you have finished with your selections click the Import button The selected sections are copied into the project you have open 124 SpecLink User Manual
35. r in the Document panel in a green font indicating that the format is set globally in the Summary Info dialog box However where section titles are part of MasterFormat Version option they appear in a blue font The blue choice type allows you to use a fill in the blank choice type when you want to input your own section title MF 04 Choose to display and print the MasterFormat 2004 section numbers Section ID in one of these three ways 99 9999 99 99 99 or 999999 You can Format also select a separator to separate the digits if choosing 99 99 99 or 99 9999 Unit of Choose to display units of measure in one of these four ways English Measure Metric Metric English English or Metric Click on the option button for the option you want Units of measure normally appear in the Document panel in a green font indicating that the format is set globally in the Summary Info dialog box However where units of measure are part of multiple choice options they appear in a blue font NOTE When a unit of measure value is entered in a fill in choice the software does NOT convert it to the other forms or units you must enter the value The Summary Info Dialog Box Report Cover Sheet Tab The contents in the fields on this tab will print on a Cover Sheet when any of the Requirements Reports are printed The cover sheet can be suppressed by un checking the Reports Cover Sheet checkbox on the Reports Setup Dialog box Allow BSD to Publish
36. rom Project dialog box 5 Click on the folder icon at the end of the Project to Import From field The Open dialog box opens Open Database 21x Look in ja projects x e History i Desktop A Project Databases SPP J Open as read only Open dialog box SpecLink User Manual 123 Chapter 4 Starting a New Project 6 Move to the location of the project file you want to import sections from click on it and then click Open The selected project appears in the Import from Project dialog box with all sections in the project listed in the lower window Import From Project Project to Import From C SpecLink projects sample spp Available Sections IV Active Sections Only ID SectionName l 01725DUP MOVING LOADED SHELVING O2070HUE GEOSYNTHETICS 02310BSD GRADING 02361BSD SOIL TREATMENT FOR TERMITE CONTROL O2470ABC SCREW PILES AND ANCHORS 02621CTD FOUNDATION DRAINAGE PIPING 02785BSD STONE PAVERS Select All O2834KEY MODULAR CONCRETE RETAINING WALLS 2 4 gt Deselect All Import Close ii ee Import from Project dialog box with project selected 7 Active sections are listed in bold type To see active sections only select the checkbox Active Sections Only NOTE You may also want to deselect Verify Before Overwriting Existing Sections since this will ask you to confirm importing each master section 8 Click on the section you want to import
37. search performed for earlier projects into new projects create new sections and create new folders to better meet the scope of your new project Adding Folders To the Tree The folders in the tree correspond to one of four possible hierarchies MasterFormat 95 or MasterFormat 04 for SpecLink UniFormat for PerSpective and MasterFormat 95 for Short Form Specifications These folders therefore are intended to cover all possible construction materials and systems However SpecLink allows you to add your own folders to the tree Anew folder will be inserted in the tree at the position determined by your cursor location and the command you use to add the folder To add a child folder that should be listed last click on the parent folder and select the command Insert Child Folder To add a folder in the middle of a branch instead of last click on the existing folder that is below where you want the new folder and select the command Insert Folder Adding a New Folder to the Bottom of the Tree To add a Division 17 folder to the tree in MasterFormat 95 perform the following steps 1 Inthe Tree Panel click on the Project title at the top of the Project Tree 2 From the Tree menu choose Folders and then Insert Child Folder The Add Child Folder dialog box appears Add Child Folder i Folder Name Division 17 Technology Infrastructures Add Child Folder dialog box 3 Enter the title of your new folder in this case D
38. uipment BSD A 07 16 04 14 52 26 14 3000 Escalators And Moving Walks 14 3100 Escalators 14 3100 Escalators BSD A 07 16 04 14 21 13 Fo 449900 kianina tifalbe Selected sections in a project are indicated by titles in bold font Notice in this example that one section 14 2010 Passenger Elevators has been selected automatically by a green link Also notice that section 14 2705 Custom Elevator Cabs and Hoistway Doors was highlighted by the system yellow triangles and selected manually by the user checkmarks Other documents in this view have not been selected by either the user or the system the Status box is a neutral gray square and are not currently included the section titles are in a normal font The information in parentheses following each document title indicates the source of the document and the catalogs that have access to it For example 14 1100 Manual Dumbwaiters VWC ASCMELX is a proprietary section authored by VWC Vincent Whitney Company Inc and is part of the Architectural Structural Civil Mechanical amp Electrical Landscape and Basics catalogs The second set of parentheses indicates the last date and time the section was edited Non proprietary sections are authored by BSD and appear in the tree in blue font Proprietary sections that are based on the products of a particular manufacturer appear in the tree in a black font Sections that have be
39. w section 2 Using your right mouse button menu click on Add New Section or from the Document menu select Sections then Add New Section The Add Section dialog box opens r Section To Add Section ID 04040 Acronym ju SER Section Name MASONRY PROCEDURES Cancel Add Section dialog box 3 Enter a section ID and section name then click OK You may also change the acronym but we recommend leaving it as USER for easy identification SpecLink User Manual Chapter 4 Starting a New Project NOTE The software will not allow you to add a section number acronym combination already in use in the master database or in your project If you add a section in the wrong place use Cut Section and Paste Section to move it see details later in this chapter The new section is added to the Tree Panel in the appropriate location based on the number and acronym assigned 4 Click the status box adjacent to the title to include the new section in the project and edit the content just as you would a master section NOTE Sections in SpecLink are numbered and titled in accordance with the 1995 or 2004 edition of CSI s MasterFormat Master List of Numbers and Titles for the Construction Industry To be consistent with this numbering scheme we strongly suggest you acquire a copy of the appropriate document from CSI The SpecLink Section Template The template copied by the Add New Section command whi

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