Create your first project

A Specset project is the home for one job's documents, specifications, drawings, submittals, RFIs, and agent conversations. Specset is fully web-based, so there's nothing to install: sign in from your browser and you land on your organization's Projects page. If you'd rather have it on your home screen, see Install the app.

Before you start

Creating projects requires a Manager or Admin role. See Members & roles.

If Specset shows No Organization Access after you sign in, you aren't a member of an organization yet. Ask your organization administrator for an invitation. If it shows Pending invitations, click Accept next to your organization.

Create the project

1. On the Projects page, click New in the upper right.
2. In New project, enter the project's Name.
3. Optionally, choose a Parent Folder to file the project in a project folder. If you started inside a folder, it is already selected.
4. Under Members, add the people or teams who should join. You are included by default. Teams are managed under Members → Teams. See Teams.
5. Click Create. Specset creates the project and opens it on its Documents page.

You can add or remove people later from the project's Members page.

Add documents and ask a first question

1. In Documents, click Upload and choose your specification and drawing files.
2. Turn on Auto-publish if detected specification sections and drawing sheets should publish without a review step, then click Process N Documents. See Uploading documents for the other options.
3. Wait for processing to finish. Published content appears under Specifications and Drawings. With Auto-publish off, publish it from Specifications → Spec Sets and Drawings → Plan Sets.
4. Open Chat and ask a question about the project, then follow the references in the answer back to the source documents. See Ask the project.

Common questions

Don't see the New button? Members can't create projects or upload core documents. Ask one of your organization's managers or admins for the right level of access.

Can't find a project? The list shows projects you are a member of. Managers and Admins can open the filter and set Visibility to All Projects. Set Status to Archived or All to include archived projects.

Is the job already in Procore or Autodesk Build? Managers and Admins can create the Specset project from it instead: open the ⋯ menu on the Projects page and choose Import. See Import a project.

Starting a job like one you've already set up? Managers and Admins can open the existing project's row menu and choose Duplicate, then pick which content to copy into the new project. Submittals, RFIs, issues, and members are never copied.