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Software Orientation
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1. Each paragraph in the Document panel has a hierarchy level This level is graphically indicated in the LVL Level status column Click to conceal this column click again to reveal levels In the Document panel the Tag command toggles on and off a column that includes labels for paragraphs of different types These labels or tags allow information about the project to be assembled into special reports NOTE If you copy a paragraph within SpecLink and paste it into a section its tag will also be copied along with any notes and links Document Links Show Auto Numbers This command toggles on and off the DL status column in the Document panel With the DL column open you can create hyperlinks to Word documents and activate hyperlinks previously created See Chapter 10 for detailed instructions on creating and using document hyperlinks This command toggles on and off the display of automatic paragraph numbering in the Document panel When documents are previewed or printed the applicable style is applied including any paragraph numbering regardless of the position of this toggle If the toggle is on however each paragraph is automatically numbered in the Document Panel as it is selected and becomes active The default position for this toggle is On toggle it off for faster operation Toolbars Toggle to display or hide the list of toolbars displayed The default toolbars in the Main Window are Standard Edit and View
2. F Virtual Professional Building Project Eee Introductory Information Bidding and Contracting Requirements GATE Division 1 General Requirements GATE Division 2 Site Construction pO Division 3 Concrete EATE Division 4 Masonry DATE Division 5 Metals eS Division 6 Wood and Plastics GATE Division 7 Thermal and Moisture Protection GATE Division amp Doors and Windows H A Division 9 Finishes GATE Division 10 Specialties GATE Division 11 Equipment GATE Division 12 Furnishings GATE Division 13 Special Construction GATE Division 14 Conveying Systems EATE Division 15 Mechanical H A Division 16 Electrical SpecLink Main Organization using the MasterFormat 95 hierarchy The Division folders contain Broadscope Heading folders corresponding to all the broadscope listings in the 1995 MasterFormat O Division 3 Concrete H Division Heading if 03000 Concrete Sne Folder 03050 Basic Concrete Materials and Methods 03100 Concrete Forms and Accessories 03200 Concrete Reinforcement HAA 03300 Cast in Place Concrete Broadscope Heading 03400 Precast Concrete Folders 4 03500 Cementitious Decks And Underlayment C 03600 Grouts E O3700 Mass Concrete 4 03900 Concrete Restoration And Cleaning Division and Broadscope Heading Folders in SpecLink SpecLink User Manual Chapter 3 Software Orientation The Broadscope Headings in turn are parents to the sections t
3. 05 16 20 04 S12 Fumishings 08 12 04 16 39 32 813 Special Construction 11 02 05 12 06 11 14 Conveying Systems 02 15 05 16 22 05 815 Mechanical 017 01 05 15 37 29 S16 Electrical 08 12 04 16 46 25 Short Form Specifications using the MasterFormat 95 hierarchy Document Panel 82 The Document panel is the portion of the Project Window where the content of the document is displayed and edited To display a document in the Document Panel click on the name of the section in the Tree panel Each specification section is organized consistently using CSIs three part format Part 7 General Part 2 Products and Part 3 Execution Articles under each of these major parts in turn are organized consistently with CSI s SectionFormat NOTE Keep in mind that you cannot modify the SpecLink master database directly You can modify it only by information you place in your project overlay As a result you always have a complete database foundation upon which to generate new projects SpecLink User Manual Chapter 3 Software Orientation Document Panel Toolbar Level 0 Arial GRADING 1 01 SECTION INCLUDES A Removal lt gt of topsoil B Rough grading and the site for site structures building pads and iF C Finish grading lt gt 1 02 RELATED SECTIONS amp Section 02230 site Clearing B section 02315 Excavation C Section 02316 Fill and Backfill Filling and co
4. Orientation scroll bar to see the complete list The folders will change depending on whether you are using the MasterFormat 95 or MasterFormat 2004 hierarchy To switch from one to the other open the Summary Info Dialog Box on the File menu You can also use the Expand Branch and Expand Tree buttons on the Project Window Toolbar 4 Sections have gray boxes to the left Folders have folder icons to the left Click ona section title not the gray box in the Tree Panel The corresponding section opens in the Document Panel BSD SpecLink Sample Project 15735 PACKAGED ROOF TOP AIR CONDITIONING UNITS BSD loj x File Edit wiew Tree Document Tools Window Help lej x Eea EE e a E a a alt Cee Elun ROFL y y e Bl o E y B Rii Expandilevel E HE yh uz us hae ld sb Pl S PerSpective Short Form Level Arial Agl ee e fu t i t Su a i SpecLink me H 15200 Process Pa Ee ee Tor i i i Fire Prote gogg i H PACKAGED ROOF TOP AIR CONDITIONING H E 15400 Plumbing H 9 15500 Heat Gen H I 15600 Refrigerat 15700 Heating o hei 15705 MINI oue E 15710 HEAT EX E 15720 AIR HANI M 15735 PACKA 2 15736 PACKAGE i Tarar i MIAN y PART1 GENERAL MALIA Vv 1 01 SECTION INCLUDES 0003 B E A Packaged rooftop unit 0004 B B Unit controls 0005 B C Remote panel 006 B ea OD Roof mounting curb and base 0007 B E Ma
5. as shown below NOTE Hold the cursor momentarily over the toolbar button to display a toolbar balloon that describes the button function Move Up One Level Move Down One Level A Expand Branch gal Expand Tree Completely Expand 1 Level Show Level Open and close the Project Tree panel Open and close the Document panel Show Level 1 Show Level 3 Show All Levels LFLS 0 Move to First Paragraph a Previous Paragraph At Current Level SpecLink User Manual This button moves you to the parent of your current section in the tree hierarchy This button moves you to the first child of your current section in the tree hierarchy This button expands completely the current branch in the tree hierarchy Use this button to expand the entire tree to its full extent showing all sections at all levels Use Show Level to expand and collapse folders in the Tree Panel Click on the arrow to pull down a list of levels and click on the tree expansion level desired For example choose Expand 1 Level to collapse the Tree to show only the division folders This button toggles the Tree Panel open and closed If the Document Panel is closed when Toggle Tree Panel On Off is clicked the Tree Panel closes and is replaced by the Document Panel This button toggles the Document Panel open and closed If the Tree Panel is closed when Toggle Document Panel On Off is clicked the Document Panel closes and is re
6. choosing this command will suppress the auto numbers for these paragraphs The Tree panel displays the relationships between the hierarchically organized documents that comprise the project database and indicates the status of each document At the top of SpecLink User Manual 75 76 Chapter 3 Software Orientation the panel is the project name Below that are the level one folders A plus sign to the left of the folder icon indicates there are hidden subfolders below To see the subfolders click on the plus sign which becomes a minus sign To conceal the lower level folders again click on the minus sign Folders that do not contain subfolders or sections are not preceded by a plus or minus sign F Sample Project 0 Introductory Information Bidding and Contracting Requirements Division 1 General Requirements 43 Division 2 Site Construction C 02000 Site Construction C 02050 Basic Site Materials and Methods 02100 Site Remediation 9 02200 Site Preparation 0 02300 Earthwork 02310 GRADING BSD Free 08 19 04 14 25 01 02315 EXCAVATION BSD ASCL 00 13 04 18 38 34 M 02316 FILL AND BACKFILL BSD ASCLX 08729705 17 05 00 02317 TRENCHING FOR SITE UTILITIES BSD ASCMELS 08 29 05 17 05 53 F 02318 ROCK REMOVAL BSD ASC 0215 02 15 29 03 02341 CEMENT SOIL STABILIZATION BSD ASC 08 02 05 17 50 24 02343 LIME SOIL STABILIZATION BSD ASC 08 29 05 16 26 41 02361 SOIL TREAT
7. foreground of the status boxes Blank If the foreground is blank the user status is neutral Checkmark A checkmark indicates a user status of selected X An X indicates a user status of excluded NOTE To change the user status click in the status box The first click results in a checkmark the second an X and the third returns to blank SpecLink User Manual 87 88 Chapter 3 Software Orientation Software Status Software status is indicated by the background color and the shape of the status boxes White or gray square indicates a software status of neutral Green square indicates a software status of selected Red stop sign indicates a software status of excluded Yellow triangle indicates a software status of highlighted or possible Active Vs Inactive Text The status boxes display a combination of the user and software states A user status of selected or excluded always overrides the software status A user status of neutral allows the software status to determine whether or not the text is active Active text is included in the project and will print Inactive text will not print The status box of active text will always have a checkmark a green background or both and the status boxes of active text appear pressed in and more brightly colored than the status boxes of inactive text The status box of an active section or paragraph will look like one of the following 47 Selected by
8. the project notes panel only Choose this command to hide the project notes panel leaving the tree and master notes panels visible Choose it again to turn the project notes panel back on Tabs The Tabs dialog box allows you to use tabs within a selected area of your document This feature can be used when you want columns to be aligned but do not need to create a table See Chapter 5 for more information on using the Tabs dialog box Links The Links command opens the Links floating window You can resize and move the window to suit your needs Clicking the Close button removes the Links window from the screen but the next time you select the Links command the window reopens in its most recent size and location Show Header This command opens the header footer dialog box with tabs that Footer allow you to switch between Customize Header and Customize Footer Display Layout This command opens a submenu with the following view options SpecLink User Manual 59 60 Chapter 3 Software Seg Number Paragraph Level Tags SpecLink Only Orientation In the Document panel sequential paragraph numbers are assigned to all paragraphs in a section including those that are user added Their referential integrity is maintained automatically by the software so these numbers are useful when tracking links The Sequence Number command is a toggle Click to conceal the column with sequence numbers click again to reveal them
9. to Word documents See Link Chapter 10 for details Insert or Inserts or Removes a page break before the current paragraph A Remove Page dark line appears in the Document panel above any paragraph that Break has a page break The paragraph must be active and must not have an NP or NS tag in order for the page break to work Choices Opens a submenu of options for user added choices including those in copied paragraphs as follows Add Choice Inserts a choice into a user added or copied paragraph at the cursor location and opens a dialog box that allows you to pick choice type and provide values for each option There are several choice types available including exclusive multiple choice inclusive multiple choice and fill ins Edit Choice Opens a dialog box that allows you to edit a user added or copied choice at the cursor location You may add new options edit existing options or delete existing options Remove Choice Deletes a user added choice from a user added or copied paragraph at the cursor location NOTE See Chapter 5 for details on choices in user added and copied paragraphs Sections Opens a submenu of options for sections as follows NOTE All Sections Menu choices are also available by clicking on the appropriate folder or section in the Tree Panel and using your right mouse button Add New Opens the Add Section to dialog box with spaces to enter Section the section number acronym and section
10. want to change the style for a particular word or phrase first block the text and then click on the style button or buttons you want These four buttons allow you to change the alignment of a paragraph Align Left starts every line in a paragraph at the left Align Left Center Align margin Center balances each line in the paragraph on a vertical Right Justify centerline halfway between the left and right margins Align Right adjusts each line so that it ends at the right margin Justify adjusts each line to align on both the left and right margins B z u Bold Italic Underline NOTE When you block the text to change the font font size apply bold italic or underline or change the alignment you can only apply these to one paragraph at a time To change the default formats of all paragraphs at a particular level from the Tools menu choose Customize Styles to open the Styles dialog box Click the Font tab to format fonts See the chapter on printing for more information about the Styles dialog box This command changes the hierarchy level of the current text If your cursor is in a paragraph Demote moves down only the current paragraph by one hierarchy level If you have blocked one or more paragraphs the command demotes only the blocked paragraphs SpecLink User Manual Chapter 3 Software Orientation NOTE Promote and Demote will not work if they would create an illegal hierarchy gap between adjacen
11. Chapter 3 Software Orientation In this chapter you learn how to open and close SpecLink open and view a sample project use the SpecLink Menu Bar and Toolbars navigate in both the Tree Panel and the Document Panel operate the various controls and access and use Help SpecLink User Manual 49 Chapter 3 Software Orientation Overview To prepare a project specification in SpecLink you work in one of two areas of the Project Window the Tree Panel or the Document Panel SpecLink windows contain many areas that are typical to Windows applications including a Title Bar Menu Bar and Toolbars Opening SpecLink Open Spec Link by choosing Start then Programs then BSD SoftLink Products and finally SpecLink You can also create a shortcut on your desktop if desired Refer to your Windows Help for directions When you start SpecLink an initial title screen appears closely followed by the Main Window xiespSpectinks T E File Help Era Eea E a e a a EG eo E i ae x A yw wl Sloe Blen k Press F1 for Help CAPS NUM INS 1212 PM The SpecLink Main Window 50 SpecLink User Manual Chapter 3 Software Orientation Opening the Sample Project For an overview of the SpecLink screens and functions use the following steps to open the sample spp project that is included with the program 1 From the File menu choose Open Project Or click the Open Project button on the Standard Toolbar T
12. Delete Del Mo AutoNumber Add Paragraph Cut Copy Paste Delete No AutoNumber Tree Panel Using your right mouse button choosing Add Paragraph will insert a new paragraph above the currently highlighted paragraph Using your right mouse button Cut applies only to user added paragraphs or to text that is blocked in a paragraph Select the user added paragraph you want to cut or block the text to remove and then choose Cut to place it on the Clipboard Using your right mouse button this command copies the current paragraph and any subparagraphs and puts it on the Clipboard with all embedded choices If you have blocked text in a paragraph Copy places a copy of only the blocked text on the Clipboard Using your right mouse button Paste inserts contents from the Clipboard at the designated position This can be complete paragraphs or blocked text depending in where your cursor is positioned Using your right mouse button if the cursor is blinking in a paragraph this menu choice deletes a user added or a user edited paragraph In the case of an edited master paragraph the master text is restored In the case of an added paragraph any user added subparagraphs are also deleted You are asked to verify the deletion before proceeding If text is blocked prior to clicking this button the blocked text is deleted Using your right mouse button clicking on a paragraph or highlighting a group of paragraphs and then
13. E 86 SpecLink User Manual Chapter 3 Software Orientation Status S Status displays the current project condition of each paragraph in a status box This column cannot be toggled off The background color of the status columns indicates cursor location and active or inactive text status as follows Blue Current cursor location Light Gray Inactive nonprinting text If the status box indicates the paragraph has been selected either manually or by a link and the background of the status columns remains light gray the parentage of the current paragraph is incomplete All higher level text in the branch must be selected to include a selected lower level paragraph in the project Dark Gray Active text All text that will print as part of the project is indicated by a dark gray background in the status columns Green Manufacturer listings that include additional information about their products in the master note are highlighted by green status and tag columns Status Boxes The status of each paragraph in a section is visually displayed in the box in the Status column to the left of the text in the Document panel The status of each section is visually displayed in the status box to the left of each document title in the Tree Panel There are two types of status User status reflects actions taken by the user Software status reflects links made by the software User Status User status is indicated by symbols in the
14. F Thermal and Moisture Protection Division 08 Openings h k k k h h k C C o mo mo mp mp mp mgt ao oc fee ee 2 2 A coos GT GT ie Ga Poe c F al fe ymp mp m mpg C m Partial display of SpecLink Organization using the MasterFormat 2004 hierarchy SpecLink User Manual Chapter 3 Software Orientation Document Organization using PerSpective The organization of PerSpective s performance requirements is based upon UniFormat modified to better define project requirements hierarchically UniFormat is in general use in the construction industry especially by cost estimators One indication of its acceptance by the construction industry is its joint promotion by The Construction Specifications Institute CSI Construction Specifications Canada CSC and the American Society for Testing Materials ASTM UniFormat offers users a logical approach to considering the performance and quality of a facility before the design of its elements has been completed The performance specifications begin with Chapter 111 under Performance Requirements and continue through the System Groups Assemblies and Elements sections that are organized according to UniFormat Each section is identified by an alphanumeric section number and title F Professional Building H E INTRODUCTORY INFORMATION H REQUEST FOR PROPOSAL DOCUMENTS H 0 CONTRACTING DOCUMENTS i PROGRAM REQU
15. Fill F 31 2316 Excavation BSD ASCL 07 13 04 18 38 34 F 31 2316 13 Trenching BSD 4S CMELS 087 29 05 17 05 53 F 31 2316 26 Rock Removal BSD ASC 02 15 02 15 29 03 M 31 2323 Fill BSD ASCLX 08729705 17 05 00 C 31 2400 Embankments 9 31 2500 Erosion and Sedimentation Controls Project Window Tree panel using MasterFormat 2004 To include a section in your project click on the status box that precedes the title To exclude a previously selected section click again on the status box To expand the tree to show all documents through a particular level click on the Show Level drop down on the Project Window toolbar to pull down a list of document levels then click on the desired level To expand the tree completely click the toolbar button Expand Tree Completely SpecLink User Manual 77 78 Chapter 3 Software Orientation Document Organization using MasterFormat 95 The MasterFormat 95 master specification database is divided into folders that correspond to CSI s 16 Divisions plus Introductory Information 00 documents These main folders in turn are divided into Broadscope Heading folders each of which corresponds to a MasterFormat number and title Available sections related to each heading are organized under each of these Broadscope folders They are arrayed in numerical order using a 5 digit section number and title based on the 1995 MasterFormat published by The Construction Specifications Institute CSI
16. IREMENTS fi 1 Program Summary 08 05 04 14 24 31 SETE PERFORMANCE REQUIREMENTS i 111i Facility Performance 08705704 14 31 43 EH A Substructure 08 05 04 14 32 27 AH Al Foundations 09 22 99 20 20 22 ef ATI Standard Foundations 11 02 98 17 23 28 A12 Other Foundations 09 27 98 17 35 50 oe A2 Basements 08 12 03 18 39 26 Poe A21 Basement Excavation 09 27 98 17 36 53 ef A9 Other Substructure Elements 11 04 99 17 50 29 H 0 B Shell 08 12 03 15 01 37 H 0 C Interiors 08 10 02 17 18 43 D Services 09 11 00 19 34 50 Partial display of PerSpective Organization using the UniFormat hierarchy SpecLink User Manual 81 Chapter 3 Software Orientation Document Organization using Short Form The descriptive short form specifications are organized according to MasterFormat 95 as published by CSI The chapter headings for descriptive specifications are illustrated below S PerSpective short Fom gl SpecLink wal Virtual Professional Building Project 2 PRODUCT SPECIFICATIONS 01 General Requirements 05 09 01 15 16 31 O s02 Site Construction 11 03 05 16 26 02 O 803 Concrete 17701705 14 21 11 O s04 Masonry 08 09 05 13 36 43 O 805 Metals 10 31 05 17 30 27 o S06 Wood and Plastics 11 03 05 16 29 41 O x07 Thermal and Moisture Protection 08 03 05 16 41 26 808 Doors and Windows 11 07 05 16 08 50 809 Finishes 08 03 05 16 54 08 10 Specialties 08 03 05 16 45 13 x11 Equipment 02 15
17. MENT FOR TERMITE CONTROL BSD ASCL 11715705 14 04 53 o 02373 RIPRAP BSD ASCL 05 11702 15 21 57 9 02400 Tunneling Boring And Jacking 02450 Foundation And Load Bearing Elements 02500 Utility Services 43 02600 Drainage And Containment Project Window Tree panel using MasterFormat 95 To see the document in the Document panel click on the section title When you are viewing a section the parentheses following the section name will update to say the section is in use by you In a multi user installation others who are editing the same project will see the section that you are editing listed in gray type in the Tree panel along with the in use by information They will be able to click on the name of the section and view it but they will not be able to edit the section SpecLink User Manual Chapter 3 Software Orientation PerSpective Short Form pa specLink C Sample Project Division 00 Procurement and Contracting Requirements Division 01 General Requirements FEJ Facility Construction Subgroup Divisions 02 through 14 FEJ Facility Services Subgroup Divisions 21 through 28 EEJ Site and Infrastructure Subgroup Divisions 31 through 35 43 Division 31 Earthwork 31 0000 Earthwork 31 1000 Site Clearing 43 31 2000 Earth Moving C 312100 Off Gassing Mitigation 43 31 2200 Grading 31 2200 Grading BSD in use by AMD62021105 BETH 20 31 2300 Excavation and
18. Section Paste Section Into Delete Selected Section Using your right mouse button choosing Add New Section will add a new section from the section template under the currently highlighted folder or section in the Project Tree See Chapter 4 for details Using your right mouse button choosing Add New Section From RTF File will add a new section from your selected RTF file under the currently highlighted folder or section in the Project Tree See Chapter 4 for details Using your right mouse button choosing Cut Section will select the currently highlighted User Added section in the Project Tree and allow you to follow it with the Paste Section Into command as a way to move your section to another folder in your project Using your right mouse button choosing Copy Section will select the currently highlighted section in the Project Tree and allow you to follow it with the Paste Section Into command as a way to copy this section in your project Using your right mouse button choosing Paste Section Into will paste the previously Cut or Copied Section under the currently highlighted folder or section in the Project Tree Using your right mouse button choosing Delete Selected Section will remove the currently highlighted user added or copied section in the Project Tree SpecLink User Manual Chapter 3 Software Orientation Right Mouse Button Menu Document Panel 4dd Paragraph ut Cirle Copy ctrl E Paste Ctrl
19. The broadest collections of related construction products and activities are level one titles otherwise known as divisions Each division in the MasterFormat 2004 Edition Numbers and Titles is made up of level two level three and occasionally level four numbers and titles assigned by MasterFormat each of which delineate a gradually more detailed area of work results to be specified Work results are defined as traditional construction practices that typically result from an application of skills to construction products or resources A further explanation of how to use each of the individual titles listed in MasterFormat 2004 Edition Numbers and Titles is provided in the complete MasterFormat 2004 Edition publication available from CSI E Yirtual Professional Building Project HEJ Division 00 Procurement and Contracting Requirements 00 0 Introductory Information 0 001 Procurement Requirements HEJ 00 5 Contracting Requirements HEJ Division 01 General Requirements 7 010 General Requirements Summary Price And Payment Procedures Administrative Requirements Quality Requirements Temporary Facilities 4nd Controls Product Requirements Execution and Closeout Requirements Performance Requirements Life Cycle Activities city Construction Subgroup Divisions 02 through 14 Division O2 Existing Conditions Division 03 Concrete Division 04 Masonry Division 05 Metals Division DG food Plastics and Composites Division O
20. agraphs a level 4 paragraph cannot be preceded by a level 2 paragraph for example 64 SpecLink User Manual Tools Menu Customize Styles Spell Import From Clipboard Chapter 3 Software Orientation The Customize Styles command opens a dialog box that allows you to change parameters for each text level including default font and size line spacing numbering style and indentation Use Spell to check spelling in the current section You can also add terms to the master dictionary provided with the program Use Import from Clipboard to paste multiple paragraphs into a document from another source SpecLink uses end of paragraph markers and indents to identify individual paragraphs and their respective hierarchy levels NOTE Import from Clipboard uses the hierarchy level of the paragraph at the cursor location for the first pasted paragraph Import From Project Auto Select New Paragraphs Look for Choice Fields in Import View Updated Master Paragraph Update to Master Update RS References Only This command opens a dialog box that allows you to import one or more sections from any other project into the current project This command is a toggle When checked default setting when you add or import new paragraphs they will automatically be selected by a checkmark This command is a toggle If toggle is on when using Import From Clipboard or Add New Section From RTF File located on Docume
21. ble on the SoftLink CD and from the BSD website www bsdsoftlink com for details about registration and changing system settings NOTE All projects must be closed in order to use Registration and Settings Page Setup Customize Styles Compare Projects Open New Window Tile Windows Horizontally Tile Windows Vertically Stack Windows in Cascade Open Help To Contents This button opens the Page Setup dialog box which is also available from the File menu This dialog box allows you to set margins select paper size and orientation and select options such as two column layout and alternate left right margins This button opens a dialog box that allows you to change parameters for each text level including default font and size line spacing numbering style and indentation This button opens a dialog box that allows you to compare two projects showing the differences between them on screen or in a printed report Use Open New Window to open a second copy of your current project Use Tile Windows Horizontally to display all open windows stacked horizontally on the screen Use Tile Windows Vertically to display all open windows in a side by side arrangement on the screen Use Cascade Windows to display all open windows on the screen in an overlapping fashion so a portion of each window is visible This button opens to the SpecLink Help Contents and Index which allow you to pick a topic or enter a Keywo
22. cLink Effectively The PerSpective Tab The Short Form Tab The SpecLink Tab gh Making the transition from word processing E QJ How To E QG Start a New Project File Starting a new project Project settings Summar Info Opening 4 project Project settings for an existing project Closing project Setting the default source for new projects E g Edit a Project Navigation in the Tree Panel Identifying the curent section Adding and Removing Sections g Creating and Managing New Sections Navigation in Sections Selecting and Excluding Text Modifying Text Making Choices SpecLink Help Topics Window When you click on one of the topics you see either an additional information window or a larger reference window with detailed information about the topic Within Help you can click on the Back button to retrace your steps through the Help window You can click on the ndex tab to display an alphabetized index of all available Help topics You can also print the currently displayed Help topic Technical Support For assistance in installing or using SpecLink Hours Monday through Friday 8 30 to 5 30 EST Call 800 266 7732 or 404 365 9226 in Atlanta Fax 404 365 8912 E mail support bsdsoftlink com Knowledge base __http Avww bsdsoftlink com support_qa index php 92 SpecLink User Manual
23. command If no mark has been set the Return to Mark command is not available Demote This command decreases hierarchy level of a paragraph by one for example demoting a level 2 paragraph would make it a level 3 paragraph unless the change would result in an illegal gap between adjacent paragraphs a level 3 paragraph cannot be followed by a level 5 paragraph for example NOTE You can also demote or promote a paragraph by clicking the Demote or Promote toolbar button while focus is on the paragraph to be changed Demote Branch A branch is a paragraph and all of its subparagraphs This command decreases the hierarchy level of all paragraphs in a branch by one unless the change would result in an illegal gap between adjacent paragraphs a level 2 paragraph cannot be followed by a level 4 paragraph for example NOTE You can also demote or promote a group of paragraphs by blocking the paragraphs you want to change and clicking the Demote or Promote toolbar buttons Promote This command increases hierarchy level of a paragraph by one for example promoting a level 3 paragraph would make it a level 2 paragraph unless the change would result in an illegal gap between adjacent paragraphs a level 5 paragraph cannot be preceded by a level 3 paragraph for example Promote This command increases hierarchy level of all paragraphs in a branch Branch by one unless the change would result in an illegal gap between adjacent par
24. command copies the current paragraph and any subparagraphs and puts it on the Clipboard with all embedded choices If you have blocked text in a paragraph Copy places a copy of only the blocked text on the Clipboard Paste inserts contents from the Clipboard at the designated position Use this command to revert the current paragraph to its state before you began the most recent edit in that paragraph This command is available only while cursor is still on paragraph being edited Once you move the cursor to another paragraph or press delete or backspace your edit is saved automatically Use Find to find text in the current section The Find dialog box opens Enter the text to find the type of search you want to perform and the direction of the search Then choose Find Next Use Spell to check spelling in the current section You can also add terms to the master dictionary provided with the program This button opens the Project Summary Info dialog box where you provide the name and id of the project and establish your selections for global options 5 S E W B o Registration and Settings Chapter 3 Software Orientation Opens the Registration and Settings dialog box which is where you set up or change access to the SpecLink master database and establish the number of concurrent users allowed under your license agreement Use this command to access System Settings See the Installation document availa
25. d subparagraphs are also deleted You are asked to verify the deletion before proceeding If text is blocked prior to clicking this button the blocked text is deleted Use Mark Place to insert a bookmark at your current location in a section You can then move elsewhere in the section and later use the Return to Mark command to return to your marked location SpecLink User Manual 71 72 Chapter 3 t e J Ns LE 3 SpecLink User Manual Software Orientation NOTE You can have only one marked place in a section at any one time Return to Mark Add Choice Edit Choice Remove Choice Insert or Remove Page Break View Updated Master Paragraph Update Section or Project to Master Check out current document for local editing Merge the edited document back into project Use Return to Mark to move back to a bookmark placed elsewhere in a section using the Mark Place command If no mark has been set the Return to Mark command is not available This button inserts a choice into a user added or copied paragraph at the cursor location and opens a dialog box that allows you to pick choice type and provide values for each option There are several choice types available including exclusive multiple choice inclusive multiple choice and fill ins This button opens a dialog box that allows you to edit a user added choice at the cursor location You may add options edit existing va
26. each of which can be toggled off or back on You can also further customize your toolbars with the Customize command NOTE You can rearrange your toolbars to suit your work habits Click on the vertical handle at the left end of the toolbar and drag it to its new position SpecLink User Manual Status Bar Tree Menu Up One Level Down One Level Folders Go To Folder Expand Branch Expand All Expand To Document Menu Add Paragraph Restore Paragraph From Master or Project Remove Paragraph Chapter 3 Software Orientation Toggle to display or hide the Status Bar at the bottom of the Main Window Use this command to move focus to the parent of your current location in the tree Use this command to move focus to the first child of your current location in the tree Use this command to open a submenu that allows you to insert a folder insert a child folder rename a folder or delete a user added folder This command gives you an alternative way of navigating in the tree aside from clicking on folders directly Choosing Go To Folder opens a submenu with four options 1 First Folder moves focus to the first folder in the tree 2 Previous Folder moves focus to the previous folder in the tree 3 Next Folder moves focus to the next folder in the tree and 4 Last Folder moves focus to the last folder in the tree regardless of the current level of expansion Use Expand Branch to open the c
27. en projects choose the window you want from the list on the Window menu or minimize the current window and expand the desired window Within a Section e Use the Move to First and Move to Last buttons on the Project Window toolbar to move quickly to the beginning and end of the section e When text is fully expanded use the Previous at Current Level and Next at Current Level buttons on the Project Window toolbar to move quickly between major headings or parts of a section e Use the Mark Place and Return to Mark commands on the Document menu to return quickly to a particular location after moving elsewhere in the section NOTE The existing bookmark is replaced when you mark a different paragraph in a given section or open another section in the Document panel e Use expand collapse to move quickly from one part of the section to another Click the Show Level buttons on the Section Window Toolbar to expand or collapse text quickly For example if text is fully expanded and you are near the end of the section and you want to move to a paragraph under Part 1 first collapse the text by clicking the Show Level 1 button on the Project Window toolbar then click on the paragraph Part 1 General then click on Show Level 2 to see the major headings below that part of the section 90 SpecLink User Manual Chapter 3 Software Orientation e Use vertical scroll bar arrows to move through a section paragraph by parag
28. f Project Tree Toggle display of Master Notes Toggle display of Project Notes i Open and close the Project Tree panel Open and close the Document panel The Tree Panel The Tree panel allows you to navigate through the database to select a section to review or edit The Tree operates like Microsoft Windows Explorer To open a branch click on the plus sign adjacent to the folder To close a branch click the minus sign To open a section in the Document panel click on the title of the section in the Tree The Document Panel The Document panel is where you edit the section content The panel makes it easy to see section organization and components You can scroll and view master text to determine the paragraphs you want to include in your document In addition to the section content the Document panel includes status columns associated with the content a horizontal ruler to assist with document formatting and a document formatting toolbar See the Document Panel section in this chapter for details about each area of the Document panel SpecLink Windows 54 The SpecLink windows are designed to make it easy for you to work quickly and efficiently If you have used other Microsoft Windows based applications many of the components of the windows will be familiar to you In addition visual indicators designed especially for use in SpecLink help guide you SpecLink windows include the following components Title Bar The t
29. f your project at once after having opened a project with the Do Not Update option If the menu choice is not available on the Tools menu that means that there are no updates to be done for this option See Chapter 11 for details Leave this checked to temporarily suspend linking to other sections while editing in the current section This makes editing faster When you click on another section then the links to other sections will be implemented Use this command to save work from the current session without clicking on another section Use this command to rebuild section links particularly after adding user links Use this command to rebuild all links in a project particularly after operations such as adding or moving sections This command opens a dialog box that allows you to compare two projects showing the differences between them on screen or in a printed report See Chapter 7 for details Use this command to insert a table above the current paragraph Use this command to insert an additional row into the table below the current row Use this command to change the width and column alignment of the current column Use this command to add or remove a border for the table Use this command to delete the current row Use this command to delete the current column Use this command to arrange icons for multiple sections or projects at the bottom of the SpecLink window Use Tile Horizontally to display all open window
30. gins and setting tabs in the document NOTE Hold the cursor momentarily over the toolbar button to display a toolbar balloon that describes the button function SpecLink User Manual 83 Chapter 3 Software Orientation The field shows the hierarchy level of the current paragraph and thereby indicates the default style that will be applied if the paragraph is selected Use the Promote and Demote commands to change the level Displays level of selected paragraph The field shows the font at the current cursor location To change the font for some text block the text that you want to format click Sets or displays font of on the arrow to pull down the complete list of fonts available on selected text your computer and click on the font you want If you want to change the font for a particular word or phrase only first block the text you want to change before clicking on the new font id The window shows the font size at the current cursor location To Font Size change the font size for some text block the text that you want to format click on the arrow to pull down the complete list of font sizes available on your computer and click on the font size you want or type in a replacement size If you want to change the font size for a particular word or phrase only first block the text you want to change before clicking on the new font size These three buttons allow you to change the font style for any text you select If you
31. hat relate to each heading as illustrated a E Division 3 Concrete E 03000 Concrete H I 03050 Basic Concrete Materials and Methods H I 03100 Concrete Forms and Accessories C 03200 Concrete Reinforcemen as 03300 Cast in P Broadscope Heading Folder be E 03305 INTEGRAL WATERPROOFING OF CONCRETE HR ASCHE 571 0 2002 10 28 26 AM se 03356 CONCRETE FLOOR FINISHING BSD AS 2 19 2001 4 13 21 Phl ven 03361 CONCRETE STAMPING SYM Free 8 22 2001 6 08 46 PM Sections z 03365 EXPOSED AGGREGATE CONCRETE FINISH BSD ASL 5 10 2002 10 28 53 AM z l 03371 SHOTCRETE BSD ASCL 8 9 2001 4 21 38 PM 03386 POST TENSIONED STRUCTURAL CONCRETE BSD A5 5 10 2002 10 29 48 AM 2 o E 03390 CONCRETE FERING eae An a pice 1 30 18 AM bese on E 03395 CURING SE 03400 Precast casas 4 03500 Cementitious Decks And Underlayment E 03600 Grouts Eg Eg 03700 Mass Concrete 03900 Concrete Restoration And Cleaning Portion of Tree showing sections under a Broadscope heading folder NOTE The specification sections under their respective Broadscope Heading folder are descriptive specifications organized according to CSI s 1995 MasterFormat SpecLink User Manual 79 80 Chapter 3 Software Orientation Document Organization using MasterFormat 2004 Each MasterFormat number and title defines a section arranged in levels depending on their breadth of coverage
32. he Recently Used dialog box opens You can double click on a file to open it or click Browse choose the correct drive and directory and select a file from the list presented 2 Click on sample spp and then click Open Or double click on sample spp The SpecLink Sample Project opens BSD SpecLink Sample Project Sample Project ioj x 24 File Edit View Tree Document Tools Window Help lej x ea SI4Q S e o H7 EQDERIRemsle a alt GG ee EE Rae et REL ty S te Bl oe al Ei Expand 1 Level E J i WE Wy Al CEE E a bl Level O Arial 10 B U z x WLNO o PerSpective Short Form Bal specLink E Sample Project Es Introductory Information Bidding and Cc H E Division 1 General Requirements H 0 Division 2 Site Construction H E Division 3 Concrete H E Division 4 Masonry H 0 Division 5 Metals H E Division 6 Wood and Plastics H 0 Division F Thermal and Moisture Protes H 0 Division 8 Doors and Windows wf H H Division 9 Finishes H E Division 10 Specialties ff Division 11 Equiomen 4 Wore Subscriber Resources on the Web Press F1 for Help CAPS NUM INS Wee Press F1 forHep tas NUM INS TT The Project Window 3 Click plus signs in the tree to see the lower level folders available in each top level folders and the individual sections available under the level 2 3 or 4 folders Use the SpecLink User Manual 51 Chapter 3 Software
33. including any subparagraphs notes target links and choices You can also use the key combination CTRL C to copy This command pastes the current content of the Clipboard to the cursor location If multiple paragraphs have been copied from a word processor the Import From Clipboard feature is initiated You can also use the key combination CTRL V to paste Use this command to delete the current selection If text is blocked the blocked text will be deleted If the cursor is blinking in an edited master paragraph the edited version of the paragraph will be deleted If the cursor is blinking in a user added paragraph the entire paragraph including notes target links subparagraphs and choices will be deleted NOTE Cut Copy Paste and Delete are also available by clicking on the appropriate paragraph using your right mouse button Find Use Find to locate or replace a particular word or phrase in a section The command opens the Find dialog box Enter the text you want to find in the Find What field and the replacement text if applicable in the Replace With field Choose the direction of the search and click on the Match Case modifier if necessary Choose Find Next to move to the first and subsequent occurrences choose Replace as applicable to substitute occurrences with your replacement text NOTE Find searches only the current section and will not find text in choices that are not currently visible in the project Vie
34. intenance service none CTIE RELATED SECTIONS a Section 07620 Sheet Metal Flashing and Trim 0010 CEE amp Section 15072 Vibration Isolation 0011 l B Section 15660 Air Cleaning Devices section 15926 Instruments and Control Elements Control ce ection ___ L T Placement and installatio ection 15926 Instruments and Control Elements Installatio ontrals components section 16155 Equipment Wiring Installation and wiring of th components wiring fram unit terminal strip to remote panel section 16155 Equipment Wiring Electrical characteristics 0017 CAE H 1 03 REFERENCES aoe fa E A ARI 210 240 Unitary Air Conditioning and Air Source Heat Pu SECTION 15735 and Refrigeration Institute 2003 PACKAGED ROOF TOF 0019 aj C AIR CONDITIONING E B ARI 270 Sound Rating of Outdoor Unitary Equipment Air a Press F1 for Help cA PS NUM fi INS 11 20 1 02 o 00 09 Sel contained electric cooling gas electric or heat pump heating controls E E CEREC HEE PARESE e PE E E m a Project Window with Partly Expanded Tree The Project Window 52 Below is a view of the SpecLink Main Window with a Project Window open and maximized SpecLink User Manual Chapter 3 Software Orientation BSD SpecLink irtual Professional Building Project 092116 Gypsum Board Assemblies 65D j Menu Bar lol x 18 x E i File Edi
35. is open Hold the cursor momentarily over the toolbar button to display a toolbar balloon that describes the button function Use New Project to start a new project The Name New Project dialog box appears Enter a file name and then choose OK Create a New Project SpecLink User Manual 67 68 Chapter 3 Software Orientation Open Project amp Close Project Reports Setup Print Preview Import Sections from External Project Cut Paragraphs or Selected Text Copy Paragraphs or Selected Text Paste J Undo E Ey Find te Spell Open the database Summary Info dialog SpecLink User Manual Use Open Project to open an existing project The Recently Used dialog box appears Enter the file name or choose it from the files presented or click on Browse to open a project that has not been opened on this computer Then choose Open Click to close the active Project Window Click to open the Reports dialog box Use Print Preview to see how the current section will look when actually printed using current settings Opens the Import From Project dialog box which allows you to copy sections from another project into the current project See Chapter 4 for details Cut applies only to user added paragraphs or to text that is blocked in a master paragraph Select the user added paragraph you want to cut or block the text to remove and then choose Cut to place it on the Clipboard This
36. l of each paragraph This column can be toggled off and on the default position is On Notes N An icon in this column indicates that a note is attached to the corresponding paragraph The color and position of the icon indicates its source yellow on the left is for master notes blue on the right is for project notes This column cannot be toggled off Origin O This column indicates the origin of each paragraph If no icon is present the paragraph is part of the master text User edited paragraphs display a light blue icon on the button user added paragraphs display a larger blue and white icon and master paragraphs for which an alternative user edited paragraph exist display a yellow icon on the top see Document Menu Restore Paragraph from Master This column cannot be toggled off Tags T This column displays the current tag for particular paragraph types Tags link selected paragraphs to specific reports The tags are abbreviations for various requirements This column can be toggled on and off the default position is Off See Chapters 8 and 10 for more information on tags Document Links DL A Microsoft Word icon in this column indicates a link to an external Word document Clicking on the icon opens the linked document in Word provided the path associated with the link is still valid This column can be toggled on and off the default position is Off Oo mr E is el Fe Ee Fe Ee Fef PT Pi Bis
37. lues or delete existing options To change the choice type first remove the choice and then add a choice of the type desired at the same location This button deletes a user added choice from a user added paragraph at the cursor location Inserts or Removes a page break before the current paragraph A dark line appears in the Document above any paragraph that has a page break The paragraph must be active and must not have an NP or NS tag in order for the page break to work Use this command to see updated text if you have elected not to update your project See Chapter 11 for details Use this command to update any section or the entire project to the current version of the master if you have not updated your project The command opens the Applying Master Updates to Marked Sections dialog box Use the pull down list to select a section to update or click on Update Project and then click the Update button See Chapter 11 for details Checks the current section out of the project suspending linking to other sections This increases editing speed If the project is stored on a drive other than the local drive editing speed is also increased since a copy of the section is placed on the local drive while it is checked out Use to check a section back in when finished editing Available only when you have a section checked out Project Window Too Chapter 3 Software Orientation Ibar The Project Window Toolbar includes buttons
38. mmand allows you to compress an unopened file for the purpose of backing it up or emailing it See Chapter 9 for details 56 SpecLink User Manual Summary Info Registration and Settings Chapter 3 Software Orientation In the Project Summary Information dialog box you provide the name and ID of the project and you establish your selections for global options See Chapter 4 for details Opens the Registration and Settings dialog box which is where you set up or change access to the SpecLink master database and establish the number of concurrent users allowed under your license agreement Use this command to access System Settings See the Installation document available on the SoftLink CD and from the BSD website www bsdsoftlink com for details about registration and changing system settings NOTE All projects must be closed in order to use Registration and Settings Page Setup Print Preview Print Recently Used Files Exit Edit Menu Use Page Setup to establish format parameters for the project including margins orientation paper size and more See Chapter 8 for details Use Print Preview to view how the current document appears when printed with the current settings To preview a document other than the currently active one choose Print from the File menu Choose the section to preview and then click Preview Use Print to open the Print Dialog box where you can choose the document or documents y
39. mpaction Document section 02317 Trenching for Site Utilities Trenching and backfilling for utilities Paragraphs section 02318 Rock Removal section 02921 Seeding Finish ground cover section 02923 Sodding Finish ground cover section 02930 Exterior Plants Topsoil in beds and pits 1 03 UNIT PRICES amp See section 01270 Unit Prices for general requirements relating to unit prices for this work B Topsoil Applies to Unit Price ___ Measurement Method By the cubic foot Measurement Method By the square yard down to a drawing defined elevation A onen Panel Status Columns Project Window Document Panel The Document panel is divided into a formatting toolbar at the top status columns to the left and document text to the right Scroll bars to the right and at the bottom allow you to move through the document You can also use the Show Level buttons and the Move To buttons on the Project Window toolbar to navigate within the document In the document content portion of the panel each paragraph is one field in a database record as indicated by the sequence numbers in the status column to the left of the text The other status columns display information such as hierarchy level and indicate the attachment of master or project notes to the paragraph Document Panel Toolbar The Document Panel toolbar includes controls as shown below A horizontal ruler below the Document Panel toolbar is useful for verifying mar
40. nd off a status column that includes labels for paragraphs of different types These labels or tags allow information about the project to be assembled into special reports This button toggles on and off the display of automatic paragraph numbering in the Document panel If the toggle is on as each paragraph is selected and becomes active it is automatically numbered in the Document panel as it will preview and print If it is Off numbering is not shown in the Document panel but is applied when previewed or printed The default position for this toggle is on toggle it off for faster operation NOTE This Edit Toolbar appears in the Main Window However none of the functions are active and available until a Project Window is open Hold the cursor momentarily over the toolbar button to display a toolbar balloon that describes the button function Add Paragraph Delete paragraphs or selected text Mark Place This button inserts a blank paragraph in the document at the cursor location moving current text downward The new paragraph inherits the hierarchy level of the paragraph at the original cursor location To change the hierarchy level click on the Demote or Promote buttons on the Document Panel toolbar If the cursor is blinking in a paragraph this button deletes a user added or a user edited paragraph In the case of an edited paragraph the master text is restored In the case of an added paragraph any user adde
41. notes panel leaving the tree and project notes panels visible Choose it again to turn the master notes panel on This button is a toggle that hides and reveals the project notes panel only Choose this command to hide the project notes panel leaving the tree and master notes panels visible Choose it again to turn the project notes panel on The Links button opens the Links floating window You can resize and move the window to suit your needs Clicking the Close button in the links window removes it from the screen but the next time you click on the Links button the window reopens in its most recent size and location This command opens the header footer dialog box which allows you to tab between a Customize Header dialog and a Customize Footer dialog Your customized header and footer are applied to all documents in the project SpecLink User Manual Display Sequence Numbers Show Tags SpecLink Only ize Show Auto Numbers in document panel Edit Toolbar Chapter 3 Software Orientation In the Document Panel sequential paragraph numbers are assigned to all paragraphs in a section including those that are user added Their referential integrity is maintained automatically by the software so these numbers are useful when tracking links The Sequence Number button is a toggle Click to conceal the status column with sequence numbers click again to reveal them In the Document Panel the Tag button toggles on a
42. nt menu under Sections brackets and greater than and less than signs will be used to create new choices in the imported text See Chapter 4 for more information Use this command to see updated text if you have elected not to update your project See Chapter 11 for details Use this command to update any section or the entire project to the current version of the master if you have not updated your project The command opens the Applying Master Updates to Marked Sections dialog box Use the pull down list to select a section to update or click on Update Project and then click the Update button See Chapter 11 for details This allows you to accept the updates for all Reference Standards tagged RS in all sections of your project at once after having opened a project with the Do Not Update option If the menu choice is not available on the Tools menu that means that there are no updates to be done for this option See Chapter 11 for details SpecLink User Manual 65 66 Chapter 3 Update ML References Only Use In Memory Linking Save In Memory Linking Rebuild Section Links Rebuild Project Links Compare Projects Table Insert Table Insert Row Below Configure Column Set Border Delete Current Row Delete Current Column Window Menu Arrange Icons Tile Horizontally Software Orientation This allows you to accept the updates for all Manufacturer Listings tagged ML in all sections o
43. op line of the window listing the project name and the section that is currently displayed in the Document Panel SpecLink User Manual Chapter 3 Software Orientation Menu Bar Below the Title Bar the Menu Bar lists the menus available in the window Click the menu name to display the menu commands Toolbars A series of graphical buttons that are shortcuts to commonly used functions Click the icon to access the function The toolbar buttons are listed later in this chapter Toolbar Hold the cursor momentarily over the toolbar button to display a Balloons toolbar balloon that gives an abbreviated functional description Status Bar An area on the bottom of the window that displays information about the current operation Scroll Bars Movable bars to the right and bottom of the window that permit vertical and horizontal scrolling of contents to view information that extends beyond the window edges Window Size Icons in the upper right of the window used to maximize minimize or Controls restore window size and close the window More information displays in each window when using higher resolution video cards and monitors Use of a high resolution display system reduces the need to scroll and permits larger portions of multiple windows to display simultaneously You can change the size of windows themselves by dragging window edges as in other Windows applications SpecLink Menu Bar The SpecLink Project Window Menu Bar contains men
44. ou wish to print or preview To print a document other than the currently active one or to print more than one section choose the project branch or section to print then click the Print button To print or preview other reports first use the Report to Print pull down list to select the report desired then click the Print or Preview button See Chapter 8 for details about printing documents This area of the menu displays recently used project files You can open one of these files by clicking on it Use exit to close SpecLink NOTE The Edit Menu is available only when a Project Window is open Undo Last Edit Use this command to revert the current paragraph to its state before you began the most recent edit in that paragraph This command is available only while cursor is still on paragraph being edited Once you move the cursor to another paragraph or press delete or backspace your edit is saved automatically SpecLink User Manual 57 58 Chapter 3 Software Orientation Cut Copy Paste Delete The Cut command removes blocked text to Windows clipboard Or if the cursor is blinking in a user added paragraph the Cut command removes the entire paragraph including any subparagraphs notes target links and choices You can also use the key combination CTRL X to cut This command copies the current selection to the Clipboard Or if the cursor is blinking in a paragraph the Copy command copies the entire paragraph
45. placed by the Tree Panel These three buttons expand or collapse the current section in the Document Panel to the specified hierarchy level For example the Show Level 3 button shows all paragraphs with hierarchy levels 0 through 3 and conceals all paragraphs of levels 4 through 8 Use this button to expand the current section in the Document Panel to its full extent showing all paragraphs Clicking this button moves the cursor to the top of the document in the Document Panel regardless of the current cursor location Clicking this button moves the cursor to the immediately preceding paragraph of the same hierarchy level in the Document Panel For example if the cursor is on an article title this button moves the cursor to the previous article title 73 74 Chapter 3 Software Orientation Next Paragraph Clicking this button moves the cursor to the immediately At Current Level following paragraph of the same hierarchy level in the Document Move to Last Paragraph Panel For example if the cursor is on PART 1 GENERAL this button moves the cursor to the PART 2 PRODUCTS Clicking this button moves the cursor to the last paragraph in the document END OF SECTION Right Mouse Button Menu Tree Panel Add Mew Section 4dd Mew Section From ATF File UE Section Copy Section Paste Section Inta a Delete Selected Section Add New Section Add New Section from RTF File Cut Section Copy
46. r a different file name or choose an existing project to overwrite then click Save Rename Rename Project allows you to change the file name without altering Project the Project Name and ID entered in Summary Info The Select Unopened to be Renamed dialog box opens Choose the project to rename then click Open The Enter Destination File Name dialog box opens Enter a new file name or choose an existing project to overwrite then click Save Delete Project Use Delete Project to remove a project from where it is stored The Select Unopened to be Deleted dialog box opens Choose the project file to delete and then click Open You are prompted to verify the deletion Repair Use this command to reduce the project file size and sometimes Compact repair a project that is causing errors Call Technical Support 800 Project 266 7732 if you have any questions or cannot repair and compact When the command is selected the Repair and Compact Project dialog box opens Select the file you wish to repair and compact then click on Open See Chapter 9 for details NOTE You cannot repair and compact a project that is currently open Repair Use this command only when you are receiving an error that your Compact aecLinkMan database is corrupted See Chapter 9 for details aecLinkMan Load from Zip This command opens a dialog box that allows you to extract a File project from a zip file See Chapter 9 for details Save to Zip File This co
47. raph Click on the scroll bar to move one page at a time Drag the scroll thumb to move through large portions of the section quickly e Use the Page Down or Page Up keys on the keyboard to move quickly through a document e Use Find to move quickly to a specific word partial word or phrase Accessing and Using Help Help is right at your fingertips There are several ways to access Help F1 At any time press F1 to get help about an active window or menu Help Button From the Toolbar click the Help icon the book with question mark to open the SpecLink Help Window Help Menu The Help menu displays the following options Contents Displays the Help contents From the Contents list choose the topic closest to what you need Use Index for Help Type or select from the list of topics On Search for Help On Type a keyword to find it in all topics Register SpecLink Opens Registration and Settings dialog box About SpecLink The About SpecLink information box opens The SpecLink Help Window When you open the SpecLink Help Window you gain access to the SpecLink help system Help provides you with step by step instructions for the operations necessary to produce your documents Help also includes content related help How to Prepare Projects SpecLink User Manual 91 Chapter 3 Software Orientation 0 x cI i Bie Hide Back Print Options Contents Index Search 2 Introducing SpecLink El ia Using Spe
48. rd or phrase NOTE The Standard Toolbar can be toggled off altogether from the View menu and it can also be customized SpecLink User Manual 69 70 Chapter 3 Software Orientation View Toolbar NOTE This View Toolbar appears in the Main Window However none of the functions are active and available until a Project Window is open Hold the cursor momentarily over the toolbar button to display a toolbar balloon that describes the button function Compact View Expert View j e Master View In the Document Panel Compact View hides all paragraphs that are inactive those that will not print In the Document Panel Expert View hides all paragraphs that have been excluded by the user or by links Both selected and unselected paragraphs remain visible In the Document Panel Master View shows all text regardless of status NOTE Master View is the default view You must be in Master View showing all levels of text in order to add paste or delete paragraphs Toggle display of Project Tree Toggle display of Master Notes El Toggle display of Project Notes Links Show Header Footer Information This button is a toggle that hides and reveals the tree panel only Choose this command to hide the tree panel leaving the notes panels visible Choose it again to turn the tree on This button is a toggle that hides and reveals the master notes panel only Choose this command to hide the master
49. s horizontally on the screen SpecLink User Manual Chapter 3 Software Orientation Tile Vertically Use Tile Vertically to display all open windows vertically on the screen Cascade Use Cascade Windows to overlap all open windows on the screen Windows New Window Use New Window to open a second copy of your current project This Active Files List Help Menu Contents Use Index for is necessary when creating links from one section to another A list of open files is displayed at the bottom of the menu with a checkmark indicating the current file When a section is checked out of a project the section and the project are listed separately This command displays the Help contents From the Contents list choose the topic for which you want Help Type or select from the list of topics Help On Search for Help Type a keyword to search for in all topics On Register This brings you to the Registration and Settings dialog box where SpecLink you can input an Electronic Invoice ID or an Access Key About BSD The About BSD SpecLink information box appears displaying the SpecLink version number and other data about SpecLink SpecLink Standard Toolbar To help you work more efficiently SpecLink provides a Standard Toolbar that includes buttons for many commonly used commands NOTE This Standard Toolbar appears in the Main Window However most of the functions are active and available only when a Project Window
50. section 06 1000 06100 Rough Carpentry Building frat A Section 06 1054 06114 Wood Blocking and Curbing wall mounted equipment B Section OF 2100 07212 Thermal Insulation Acoustic section OF 9005 07900 Joint sealers Acoustic i for walls ceilings and furred F space enclosures predecorated 4 E b Press F1 for Help Status Bar Bar CAFS Num INS 11 24 SpecLink main window with maximized project window In the Project Window all panels are open in default view You can change this view at any time by resizing or closing any panel and the current view will be saved when you close the project To resize the panels move the cursor to the horizontal or vertical bar separating any two panels When the cursor changes to a horizontal bar with up and down arrows or a vertical bar with left and right arrows click and hold the left mouse button to grab the bar then drag it to suit your needs To close and re open panels choose the name of the panel from the View menu The entire left side can be turned on and off altogether by choosing View gt Project Tree Panel View gt Project Tree turns off the Tree Panel leaving the Notes panels open The commands in the View menu are toggles Choose the same command to turn the panel on or off SpecLink User Manual 53 Chapter 3 Software Orientation The panels can also be turned off and on using the following toolbar buttons Toggle display o
51. t paragraphs Demote This command decreases the hierarchy level of all paragraphs in a Branch branch by one unless the change would result in an illegal gap between adjacent paragraphs a level 2 paragraph cannot be followed by a level 4 paragraph for example Promote This command changes the hierarchy level of the current text If your cursor is in a paragraph Promote moves up only the current paragraph by one hierarchy level If you have blocked one or more paragraphs the command promotes only the blocked paragraphs Promote This command increases hierarchy level of all paragraphs in a Branch branch by one unless the change would result in an illegal gap between adjacent paragraphs a level 4 paragraph cannot be preceded by a level 2 paragraph for example Border Clicking on the arrow pulls down a submenu of border options If your cursor is on a paragraph clicking on any of the border options applies the border type to that paragraph The shadow option applies only if you have also selected one of the other border options m Tags The button displays the tag applied to the current paragraph If there SpecLink is no tag applied to the paragraph it displays NA To apply a new or Only different tag click the dropdown arrow and choose the desired tag y from the list The ruler below the Document Panel toolbar is useful for establishing tabs for a particular paragraph or a group of blocked paragraphs overriding the es
52. t view Tree Document Tools window Help Eea SI4Q S e o HP SQDERIReEDSsle a aalt Ce eo Eli Elex BR ay Wp We oe Blow of G a BR Expandilevel cele id uz uo Al iq oP hl U lt O OSCS LFLS Level 0 Arial 3 PerSpective Short Fom E Speck E E 09 0000 Finishes z E 09 2000 Plaster and 032100 Plaster i F Panel 92116 Gyps Titles of all 00 cnn ooo eal yi Gypsum Board Assembli Te y PART1 GENERAL Te 1 01 SECTION INCLUDES ooo By A Metal stud wall framing o004 B i B Metal channel ceiling framing available 300 Gypsum 400 Portland sections A 500 Other Pl 0005 C o Shat wall system OSPIGy Were ROO Veneer Document 7 Fire rated area separation walls ea Panel Status Acoustic insulation p Oea a lt 00 Plaster C 09 2800 Backing Columns D Gypsum sheathing aa ay E Cementitious backer board Document Panel Fo Gypsum wallboard Displays content of ALU OME neisi a _ Glass mat faced gypsum bof selected section 0012 DE G Joint treatment and accesso Project Notes 2 Fredecorated gypsum board Panel a Textured finish system MAIPI F 1 02 RELATED SECTIONS E section 05 4000 05400 Cold Formed Metal Framing Gypsum wallboard and other gypsum panel types wall and wall Master Notes E z erent aa E E _ framing
53. tablished style for the particular hierarchy level To set tabs click on the ruler at the desired locations Delete tabs using your right mouse button You can also change the margins for a particular paragraph by dragging the margin markers to the desired locations NOTE To change margins for the entire project go to the File menu and click on Page Setup To change indentation line skipping and other formatting features click on the Tools menu and select Customize Styles to open the Styles dialog box SpecLink User Manual 85 Chapter 3 Software Orientation Document Panel Status Columns You can choose to show or hide various status columns in the Document Panel Sequence No i This is a system assigned sequential number for locating text The sequence number is useful for determining when text is hidden In Compact and Expert views non printing or excluded text is concealed and as a result gaps occur in the numbering Also if the section is not fully expanded text at lower levels is concealed resulting in numbering gaps Sequence Number is also useful for locating link targets and link sources This column can be toggled off and on the default position is On Note A green background in the status and tag column indicates a manufacturer listing that includes additional information about their products in the master note Level LVL Text Level The icons in this column graphically illustrate the hierarchy leve
54. title Pressing the OK button creates a new section with the number and title entered inserted below the current cursor location in the tree 62 SpecLink User Manual Add New Section From RTF File Cut Section Copy Section Paste Section Chapter 3 Software Orientation Opens the Import From Rich Text Format Documents dialog box which allows you to select a document in Rich Text Format RTF to import and use as a new section See Chapter 4 for more information Prepares selected user added section for move in preparation for Paste Section into Opens the Copy Section for Pasting dialog box which identifies the section to be copied Clicking on OK prepares the selected section for pasting Opens the Paste Section into dialog box which allows Into you to identify a new section number acronym and title for the selected user added section The pasted location for the new section defaults to the current cursor location in the Tree Panel Delete Selected Deletes the selected user added section after asking you to Section verify the deletion You cannot delete a master section Show Text Opens a submenu of options for displaying the number of levels of Levels text to display within the Document Panel Show All Levels shows all 8 levels of text No This toggle allows you to turn off or on the AutoNumbering feature for AutoNumber the current paragraph or for multiple blocked paragraphs This feature is particularl
55. urrent branch of the tree to its full extent Use Expand All to open the entire tree to its full extent This command opens a submenu of levels to which the tree can be expanded or contracted Show 1 Level Show 2 Levels Show 3 Levels and Show 4 Levels The Add Paragraph command inserts a blank paragraph in the document at the cursor location moving current text downward The new paragraph inherits the hierarchy level of the paragraph at the original cursor location To change the hierarchy level see the last group of commands on this menu Available only when cursor is on an edited paragraph this command restores master text when a user modified paragraph exists Once this option is chosen the command toggles to Restore Paragraph from Project This command deletes a user added or a user edited paragraph In the case of an edited paragraph the master text is restored In the case of an added paragraph any user added subparagraphs are also deleted You are asked to verify the deletion before proceeding This may also be used to remove text that is marked within a paragraph SpecLink User Manual 61 Chapter 3 Software Orientation NOTE Paragraphs in the master database cannot be removed by the user They can be excluded and subsequently hidden by switching to Expert View which conceals excluded text Remove This command deletes a document link from the currently selected Document paragraph Document Links are hyperlinks
56. us for File Edit View Tree Document Tools Window and Help Each menu is described below File Edit View Tree Document Tools Window Help The SpecLink Project Window Menu Bar NOTE In the Main Window you see a File and Help menu only The Menu Bar in the Main Window changes when a Project Window is opened adding the menus for Edit View Tree Document Tools and Window Many new menu commands are added to the original two menus when a Project Window is open File Menu New Project Use New Project to create a new project The Create New Project dialog box opens with a default template you can use as the basis for the new project See Chapter 4 for directions SpecLink User Manual 55 Chapter 3 Software Orientation Open Project Use Open Project to open an existing project The Recently Used dialog box opens Select one or use the Browse button to locate another project Enter the file name or choose it from the files presented then click Open Close Project Use Close Project to close the current project If you have more than one project open be certain the one you want to close is the one that is Currently active Copy Project Copy Project allows you to reuse previous work The Select Unopened File to be Copied dialog box appears Choose the project to copy and then click on Open The Enter Destination File Name dialog box appears It will automatically name it as copy of project name You can ente
57. user checkmark neutral by system Il Neutral by user selected by system green W Selected by user checkmark selected by system green NOTE The checkmark on the green box is actually redundant It is not necessary to check a green status box in order for the paragraph to be active Selected by user checkmark highlighted by system yellow triangle NOTE When a paragraph is recommended by the system in order to make it active the user must put a checkmark in the triangle Gf Selected by user checkmark excluded by system red stop sign NOTE The system excludes conflicting options but if for some reason both are needed the user can override the exclusion by putting a checkmark in the stop sign The status box of an inactive section or paragraph will look like one of the following __ Neutral by user neutral by system SpecLink User Manual Chapter 3 Software Orientation NOTE To make the paragraph active click in the box Selected by user checkmark neutral by system NOTE The gray background of the status box indicates that the paragraph is not active Check the parentage of the paragraph x Excluded by user X neutral by system NOTE Exclude neutral paragraphs only to prevent subsequent links from including the paragraph _ Neutral by user highlighted by system yellow triangle NOTE To make the paragraph active click in the triangle W Excluded by user X highlighted by system
58. w Menu Compact View Expert View In the Document panel Compact View hides all inactive paragraphs those that will not print In the Document panel Expert View hides all paragraphs excluded by the user or by links Unselected text remains visible SpecLink User Manual Chapter 3 Software Orientation Master View In the Document panel Master View shows all text regardless of status NOTE Master View is the default view Project Tree The Project Tree Panel command is a toggle that hides and Panel reveals the set of panels of the left side of the screen including the tree and notes panels If the Document panel is closed this command will switch the view to the Document Panel Document Panel The Document Panel command is a toggle that hides and reveals the document panel If only the document panel is visible the Document Panel command will switch the view to the Project Tree Panel Project Tree The Project Tree command is a toggle that hides and reveals the tree panel only Choose this command to hide the tree panel leaving the notes panels visible Choose it again to turn the tree back on Master Notes The Master Notes command is a toggle that hides and reveals the master notes panel only Choose this command to hide the master notes panel leaving the tree and project notes panels visible Choose it again to turn the master notes panel back on Project Notes The Project Notes command is a toggle that hides and reveals
59. y useful for inserting tables into a section This menu choice is also available on the right mouse button menu Check Out Opens a submenu of options for checking sections out and in Check In increasing editing speed See Chapter 9 for details Check Out Checks the current section out of the project suspending Document linking to other sections This increases editing speed If the project is stored on a drive other than the local drive editing speed is also increased since a copy of the section is placed on the local drive while it is checked out Check In Use to check a section back in when finished editing Document Available only when you have a section checked out Undo Document Check Out SpecLink User Manual Use to discard all edits made in a checked out section If selected while a section is checked out the checked out copy is deleted and the copy in the project is made available again in the same state as it was before being checked out Available only when you have a section checked out 63 Chapter 3 Software Orientation Mark Place Use Mark Place to insert a bookmark at your current location in a section You can then move elsewhere in the section and later use the Return to Mark command to return to your marked location NOTE You can have only one marked place in a section at any one time Return to Mark Use Return to Mark to move back to a bookmark placed elsewhere in a section using the Mark Place
60. yellow triangle NOTE Exclude highlighted paragraphs only to prevent subsequent links from including the paragraph Neutral by user excluded by system red stop sign NOTE Override the system exclusion by clicking in the stop sign X Excluded by user X selected by system green box NOTE If a system selection is inappropriate override it by clicking once in the box to get a checkmark and clicking a second time to get an X 9 Excluded by user X excluded by system red stop sign NOTE The X on the red stop sign is redundant SpecLink User Manual 89 Chapter 3 Software Orientation Navigation Techniques SpecLink provides alternative navigation techniques that allow you to use the software in the manner that is most comfortable for you Choose the navigational techniques that work best for you Recommended Navigational Strategies Tree Panel e Inthe Tree panel click on the status box to select exclude or deselect a section e To open a section in the Document panel click on the section title e To open a second section in the same project open another copy of the project by selecting New Window from the Window Menu then select the desired section Move back and forth between sections by selecting the appropriate window from the list on the Windows menu or tile the two sections by selecting the appropriate command from the Windows Menu or using a toolbar button e To move back and forth between op
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