Adding products to a Project

• Using the Add & delete products button
• Adding products from another Project
• Adding products not in the Transparency Catalog
• Adding copies of a product already in the Project

Using the Add & delete products button

On the Products tab, click the Add & delete products button on the right side of the page to begin adding products to the Project.

You have several options for adding the right products to your Project:

• Add from Transparency Catalog loads the Transparency Catalog, where you can filter to find and select products for the Project. Use the checkboxes next to each product’s name to select the ones you want, then click on the Add to Project button above the product listings to add them to the Project. 
  • Paid subscriptions only: Add from [your organization name] Product Library loads your organization’s Favorite Products Library, where you can choose products you or others have saved as favorites. If these favorites have comments, pricing information, uploaded documents and/or uploaded images, that information will automatically be copied into your Project along with the product.
• Add from my Product Library loads your personal Favorite Products Library, where you can choose products you’ve saved as favorites. If you saved these favorites with tags, comments, pricing information, uploaded documents and/or uploaded images, that information will automatically be copied into your Project along with the product.
• Add from a Project launches a lightbox where where you can choose a Project whose products you want to import. Learn more about this below.
• Add product not in Transparency Catalog loads a new page where you can enter information about a product not found in the Transparency Catalog. 

This menu also allows you to delete products. Learn more about deleting products from a Project.

Adding products from another Project

Project Builder & Library allows you to add copies of some or all products from any Project for which you have at least the Editor role. Copied products will include any tags, comments, pricing information, uploaded documents and/or uploaded images.

To add products from another Project:

• In your current Project, click the Add & delete products button and select Add from a Project.
• A lightbox will appear asking you to select the Project from which you want to add products.

• After selecting a Project, click the Next button.
• Your selected Project will appear. Open the accordion(s) and check the boxes beside the product(s) you would like to add to your original Project.

• Click the blue Add selections to Project button at upper right when you're done selecting products.
• You will be returned to your original Project, which now includes the copied products.

Adding products not in the Transparency Catalog

You can add products to your Project even if they are not included in the Transparency Catalog. These products display differently depending on whether their manufacturer has a Transparency Catalog listing.

Manually added products from manufacturers who are not in the Transparency Catalog have a gray background for their manufacturer name. In the screenshot below, the Knauf Insulation products with a blue background, part of section 23 07 19, are found within the Transparency Catalog. The product below it, stored in 23 30 00, has a gray background, as well as text identifying that it was manually added to the Project.

Manually added products from manufacturers who are in the Transparency Catalog are displayed using the color associated with the manufacturer's listing type: light blue for Activated listings, and light green for Free listings. Text identifies that the product was manually added.

To add one or more products from outside the Transparency Catalog:

• In the Add products pulldown, select Add product not in Transparency Catalog.
• The page below will appear.

To add up to 10 products at a time from outside the Transpareny Catalog: 

• Select an option:
  • Manufacturer is not in the Transparency Catalog (default)
  • MFR is in the Transparency Catalog, but the product, EPDs and/or material disclosures I'm looking for are not
• Enter the following information about the product:
  • Manufacturer name (required)
    • Manufacturer is not in the Transparency Catalog: If you or other Project Builder & Library account-holders at your organization have added a manufacturer here before, the manufacturer's name will appear in a pulldown menu in this field so you can easily select it. You can also add a new manufacturer by selecting Add new manufacturer from this pulldown menu.
    • MFR is in the Transparency Catalog: a search box will appear so you can find and select the manufacturer name.
  • Product name (required)
  • Link to manufacturer or other reference page about the product (optional)
  • CSI MasterFormat® division (required)
  • CSI MasterFormat® section (required)
  • Specific CSI MasterFormat® section within the parent section (optional)
  • If you selected the second radio button for MFR is in the Transparency Catalog, an optional field where you can tell Sustainable Minds where to find the missing EPDs and/or material disclosures will appear.

• If you want to add another product from this manufacturer, click the Add another product from this MFR link to reveal a new set of form fields:

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  • Enter additional product information as desired.
    • If you opened a set of new product fields by mistake, click Delete product to remove them.
• Click the Save product button.

The product(s) will be saved to your Products tab, and Sustainable Minds will contact the manufacturer to either gather missing disclosures or request they create them.

Adding copies of a product already in the Project

Sometimes you may need multiple copies of the same product in your Project – for example, if your Project includes the same tile in different colors. You can use the Add another menu option available from every product's kebab menu (three vertical dots) to create a copy of the product. 

When you use Add another, the following information is copied from the original product to the new one:

• Basis of design
• Substitutions
• Finish schedule ID
• Pricing
• Whether the product has been added to the Office or Personal Favorite Products Library
• Comments
• Detailed pricing information on the Manufacturer Brand List page
• Uploaded documents
• Uploaded images