Creating a New Project in SpecLive Collaborate

Overview

SpecLive Collaborate provides a simple user interface for creating and managing projects.

Creating a New Project

Creating a new project in SpecLive Collaborate is a 3 phase process.

1. Create and name the new project.
2. Select section(s) from the library.
3. Importing document(s) to create specifications.

Watch the Create a New Project video below to see the steps in action.

Create and Name the New Project

Follow the steps below to create a new project in SpecLive Collaborate.

1. From the My Projects List click "Create Project".
   
   
   
   
2. Enter a name for the new project in the Project Name field.
   
   
   
   
3. Once a project name has been entered, the options for selecting content will appear.

Select Section(s) from the Library

The content selected in this step will appear in the "donor panel" when editing the specification content. 

1. Click Choose Section to select the content to be used in the project.
   
   
   
   
2. Select a Section by expanding the CSI Division Tree on the left side of the window. Click the check box corresponding to the desired section or sections.
   Alternatively, search for the desired content by entering a Section Name or ID in the Search Bar, then clicking the check box corresponding to the desired section or sections.
   
   
   
   As displayed above, the section(s) selected from the library on the left will appear in the Selected Sections window on the right.
   
   
3. Click "Add Selected Sections to Your Project" to confirm your choice.
   
   
   
   
4. Review your Section selections on the Project Summary Page.
   
   
   
   

5. Click "Start Specifying" to confirm your choices and create a new project.
   
   
   
   

6. A validation message will appear to inform you about the progress while the project is being created.
   
   

Importing Documents

Once a Project is successfully created, you will be directed to the Project. The Project Editor contains, from left to right (by default) the donor panel, the document map, and the recipient panel.



The layout of the editor can be customized. See Selecting a Preferred Layout. The Donor Panel is where the section(s) selected from the library will be accessed. The Document Map will allow the user to move quickly through the section(s) or document(s). The Recipient Panel is where the user will import documents for editing.

1. Click on the Import button of the Recipient Panel (by default, this will be located on the right side of the Project Editor.
   
   
   
   
2. Click Open New to import a new document. If a document has been imported in the past, it will be listed under Open Recent.
   
   
   
   
3. Locate and select the files you want to edit in the recipient panel from your local files.

Once the Donor and Recipient panels are populated, the user can edit the specification content by highlighting, then dragging content from the donor panel (section from the library) into the recipient panel (user document imported for editing).

Create a New Project Video

Watch the video below to see the steps of creating a new project in SpecLive Collaborate in action:

Learn More:

• Selecting a Preferred Layout
• The Donor Panel
• The Document Map
• The Recipient Panel