Overview
Office Masters are projects that, by role permission default, only a system manager can create or edit. There are basically two types of Office Master projects:
- Content Office Master projects contain reusable content within specification sections. This article will focus on the reasons for and the steps to creating a Content Office Master Project.
- Format Office Master projects contain reusable formatting for specific clients or project types. See the Creating a Format Office Master Project article for detailed information regarding Format Masters.
This article will focus on the following:
- Reasons to create a Content Office Master Project
- Steps to create a "Content" Office Master Project
- Additional Information
Reasons to create a Content Office Master Project
Once you have an office master project, you can import the sections you need from it into your new projects as needed. Each new project created in this way will now have all the sections and customized text that the office master did PLUS any that you have created on your own in that project.
A Content Office Master Project could contain any or all of the following:
- Project notes to inform the next user, giving instructions and recording problems, at any specification paragraph
- Preferred manufacturers for products you commonly specify
- Pre-selected sections that you use all the time, containing pre-selected text within those sections so each subsequent user doesn't have to "re-invent the wheel"
- Customized Linking within the section to improve your efficiency
Office Master projects can be created over a short period of time, or can be built by copying sections from each new or existing projects into a single master project.
You can make a single office master or several, perhaps for different project types.
Steps to create a Content Office Master Project
In most cases, a content master comes from an active project that has many sections activated and edited. In this case, please review the Creating an Office Master from an Active Project article.
Follow these steps to create a Content Office Master project from scratch:
- From the SpecLink Cloud Dashboard, click the red Create New Project button.
The Create New Project window will appear. - In Step 1 select to create an Office Master.
- Select Master Content
- Select the appropriate Master Content option. This will depend on the options available and the desired need. The image below shows the RIB USA content master selected. In many cases, this may be the only purchased option.
- Click Next.
- Name the project clearly identifying it as a content office master. (“K-12 School CONTENT Office Master”).
- Enter fictitious project information. This information will not carry forward to any active projects created from this master, but these fields are required to move forward.
- Click Finish.
The project will be created and will open to the sections list.
At this point you have the options of activating and editing sections in this new content office master for the purpose of importing into new or existing active projects, or importing sections from existing projects into this master.
Additional Information
There are many concepts and processing involving Office Master projects. Listed below are articles related to creating Office Master projects as well as editing and customizing the content and formatting.
- Office Master Basics
- Creating a Format Office Master Project
- Creating an Office Master from an Active Project
- Creating a New Project Utilizing a Format Office Master Project
- Summary Info Settings
- Importing a Section from an Existing Project
- Predefined System Format Templates
- Customizing Format Templates
- Headers & Footers
- Global Terms
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