Like the Drawings module, the Specifications module allows you to track all releases of these documents and make sure that everyone is working with the most current release. In addition all previous versions are accessible allowing users to see the changes from one release to the next.

The Main Screen

Specifications module

At the top of the page there are two drop downs that allow you to change what is being displayed. The left drop down allows you to see previous release sets. The right drop down allows you to filter the current view by discipline.

To the right of these drop downs is a toggle that allows you to change the view from rows to large thumbnails of each sheet as shown below.

Preparing a New Release Set

The screen below is the one used when preparing a new release set. Until the set is Published *it is called a *Pending Set.

To prepare a new release follow these steps:

  1. Enter the Release Date
  2. Enter the Release Set Name (e.g. For Pricing, For Permitting, For Construction, Revision 1, ASI 1, etc.)
  3. Enter the Release Description. (e.g. This release contains the change to the…, This is the pricing set and contains all disciplines needed to price the project.)
  4. Upload your files.
  5. Enter the Specification Number and Section Name

During the process of doing this it is a good idea to Save Set In Progress to make sure that you do not lose any of your work.

When you’ve completed uploading all of your files and have them named correctly, press the Publish / Release button. This set will now appear as files on the main screen.

SmartUpload – The faster way to create a release set

The previous method of creating a release set works well, but RoundhousePM has an even faster way of doing this, but you need to follow some naming conventions for the PDF files you create. If you follow these guidelines, RoundhousePM will parse the file names and complete the Section Number and Section Name. All that is left for you to do is to review what as been entered and correct any possible mistakes.

To use the SmartUpload feature you must check the “SmartUpload” checkbox PRIOR to uploading your files. In addition you must have named your files in this format.

View Release Sets

This screen allows you to see all of the release sets and the documents that were issued with that set.

Next: Documents →


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