Specifying & Managing Items
This article covers how to add specifications and options to your items, attach technical documentation, and replace an item when a selection changes — all without disrupting your schedule or design books.
Specifications & Options
Specifications and options let you define exactly how an item should be built or finished.
Specifications are standard design elements that apply across items — think moulding profiles, panel styles, or installation methods.
Options are product-specific choices — finish colours, trim styles, fabric grades.
Neither has its own SKU. Both live attached to the item and carry through to your books and schedule.
How to add a Spec or Option:
Navigate to your item via the Item Schedule, Plans, or Books tab
In the fly-in panel, select Add Spec, Option, or Dependent at the bottom
Choose Specifications and Options from the banner at the top
Select a category from the left panel — or click Add Spec or Option in the upper right to create a new one
Use the search or filters to find what you need, then hover and click Select
The spec or option appears at the bottom of the item details — repeat to add more
Technical Documentation
Technical documentation keeps everything a contractor or installer needs attached directly to the item — no separate folders, no lost files.
You can attach the following document types to any catalog item:
How to add documentation:
Navigate to the Catalog tab
Search for and select the item you want to update
Click the Edit pencil icon in the upper right
Under the relevant document category, click Upload File
Drag your file into the upload area or select Upload from your computer
Click Save
Your documents will now appear in the item's documentation section and will pull through into any Installation Book you generate for that item.
Dependent Items
A dependent item is a secondary item that is required because of a primary selection — for example, a wall light that requires a wall plate, or a bath that requires a specific waste fitting. Dependents are linked directly to the parent item so nothing gets missed.
How to add a Dependent Item:
Navigate to your item via the Item Schedule, Plans, or Books tab
In the fly-in panel, select Add Spec, Option, or Dependent at the bottom
Choose Dependent Items from the banner at the top
Search for the dependent item in the catalog and click Select
The dependent item now appears linked beneath the parent item in the schedule
Note: Dependent items follow the parent item wherever it is used across the project.
Key Takeaway
Specs and options define the how behind every selection. Documentation ensures contractors have what they need at installation. And replacing items keeps your schedule clean when decisions evolve — which they always do.