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Define spec sheets [in-depth guide]

 Guide contents: Navigation | Create a new spec sheet | Adding available fields | Using spec sheets

Navigation

Menu > Admin/manager > System setup > Tracking > Define spec sheets

Spec sheets have a variety of uses. They can be applied to a project, project request, opportunity, or purchase order. However, they must have a layout defined. This is done by going to Menu > Admin/manager > System setup > Tracking > Define spec sheets.

By default, Workamajig has several general layouts pre-made. These are creative briefs, photography specs, printing specs, and publication specs.

You can edit these layouts to suit your needs or go through the process of creating a new layout.

Create a new spec sheet

Click the + sign to open the Add screen.

Give it a Name and ID Prefix (Both can be changed later).

Click Save

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Now open your new spec and drag and drop from the Available fields list.

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Now drag and drop the fields into the order you want them to appear for your users.

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The spec layout screen autosaves.

NOTE: To truly preview how a spec sheet will look to a user when populating it, you will need to add the spec sheet to a project (or other means) and then edit the spec sheet.

Adding available fields

So while Workamajig has a few fields already defined, you can add more to meet your spec requirements.

 

Click the + sign next to available fields.

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From the Edit field screen, you can choose the Name, Caption, and Display type.

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See the Custom fields overview [in-depth guide] for more detailed information on custom fields in general and all the available functions.

NOTE: We do not recommend editing a field after it has been used in another spec. As your edits to that file will affect the other spec. In this case, it's best to create a new field, even if it's similar.

Using spec sheets

Remember, spec sheets can be used throughout the system to enhance your process and track details.

Typically they are used in projects and can be accessible from the project dashboard. See the following example of this.

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NOTE: There are security rights that may need to be adjusted for users to have the ability to create, edit and use spec sheets.

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