Lists allow you to save and organize frequently used items so you can access them quickly from any project.
Lists can be created at three levels:
My Lists – visible only to you
Organization Lists – visible to all users in your org
Project Lists – generated automatically as you add items to a project
Project Lists cannot be created or edited manually.
Create or Edit a List
Navigate to the Catalog tab.
Select the Lists icon at the top of the screen next to the search bar.
Click the pencil icon to open list management.
Choose My Lists, Organization Lists, or Project Lists.
Select + List to create a new list within that group.
To edit an existing list, select the vertical ellipsis next to the list name.
Add an Item to a List
Once you’ve found an item in efficiently you can save it to a list for future use.
Click the Add to list icon on the far right of the item in the catalog.
Choose the list or lists you want by checking the box next to each list name.
Select Save.
Add a Specification to a List
In the Catalog, go to the Specifications and Options tab.
On your desired Specification, select the Lists icon in the upper right.
Check an existing list or select + List to create a new list for that Specification.
Click Save.
Remove an Item from a List
Navigate to the item inside the list and select the banner icon to the far right.
Uncheck the list you want to remove it from and click Save.
Accessing Lists While Adding Items to a Project
You can also access your lists directly from the catalog fly-in when adding items from the Schedules or Books views.
When the catalog fly-in panel appears, select the Lists icon next to the search bar.
Choose the list you want to pull items from and add the desired item to your project.