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How Project Builder & Library is organized

Updated

Project Builder & Library is organized into five major sections:

  1. Your personal Dashboard
  2. Your Projects page
  3. Favorite Products Libraries
  4. The Tags page
  5. Account management tools

Your personal Dashboard

Your Dashboard is your overview of the latest activity on Projects you can access: ones you started, as well as ones where you’ve been invited to collaborate. If you have a Member account within a paid subscription, you automatically have access to all Projects that your organization creates unless a Project’s owner has used privacy controls to limit its visibility to only themselves and account administrators. Learn more about account types and Project visibility.

Dashboard.png

 

On this page you can:

  1. See a list of recently active Projects you own or have access to
  2. Click through to your organization’s Projects page, showing all Projects anyone in your organization has created (other than those where the owner has limited visibility to only themselves and account administrators)
  3. Click the see all link to view all notifications for an individual Project
  4. See a list of recently added products in your organization’s Favorite Products Library (paid subscriptions only) or your personal Favorite Products Library
  5. Click through to your organization’s full Favorite Products Library (paid subscriptions only) or your personal Favorite Products Library

The hamburger menu (three horizontal lines) at the upper left of every page gives you quick access to specific sections:

Hamburger menu contents.png

  1. Your organization’s Projects
  2. Your organization’s Favorite Products Library (paid subscriptions only)
  3. Your Favorite Products Library
  4. Account admin (visible for account administrators only)
    • Users
    • Subscription settings

Projects page

Your full list of Projects is available on your Projects page. A Project is your collaborative workspace for selecting and managing a list of products and their specifications, and can contain any grouping of products that makes sense for your needs. All Projects anyone in your organization has created (other than those where the owner has limited visibility to only themselves and account administrators) are shown on this page.

Project Library.png

The Projects page contains tabs for different Project types and phases:

  1. Your projects is a list of all Projects you’ve created or which people outside your organization have shared with you.
  2. All projects is a list of all Projects in your organization.
  3. Completed is a list of any Projects you (or others in your organization, if you have a paid subscription) have marked as completed.
  4. Templates is a list of any Templates you (or others in your organization, if you have a paid subscription) have created.
  5. Manufacturer templates is a list of Templates manufacturer A&D reps have put together to include their recommendations for the best products for different types of high-performance building projects.

By default, this page lists Projects in alphabetical order. You can click the arrow icon of any table header to change how Projects are sorted. These headers include:

  • Project name
  • Project ID
  • Project/building type
  • The Project’s status: product collection, design, planning, bidding, construction or installed
  • The date the Project was last modified
  • The date the Project was created
  • The name of the Project’s client, if specified in the Project
  • Paid subscriptions only: the name of the office associated with the Project

Each Project listed here has a kebab menu (three vertical dots) at the end of its table row which you can use to perform multiple actions. Most actions on this page can be performed both here or in an open Project.

Favorite Product Libraries

By default, Favorite Product Libraries are organized by MasterFormat division. Use the open/close all links or plus/minus accordion headers to view any division or section.

Favorite Products Library.png

Once you drill down to the section you want to view, its list of saved products will show more details from the Transparency Catalog:

  1. Brand/manufacturer, including a link to its Transparency Catalog listing
  2. Product name, including a link to the manufacturer’s page about the product (link not available for all Transparency Catalog listings)
  3. Environmental performance and material ingredient declaration links and expiration dates
  4. If available, the product’s embodied carbon performance quintile from the Embodied Carbon in Construction Calculator (EC3)
  5. If available, a direct link to get the manufacturer's specifications for this product

Also included for each item in this list:

  1. A notes field for explaining why that product was saved to the Favorite Products Library
  2. A description field for optional information about product color, SKU, etc.
  3. A pricing field, where you can also indicate whether this number is estimated or actual
  4. The date this product was added to the Library, along with the name of the person who added it and the date the product was last updated within the Library

Below each item are additional fields you can expand:

  1. Comments, where you can read or add to ongoing conversations about the product
  2. Pricing, where you can add longer details about pricing
  3. Documents, where you can see and download product-related documents you or others have uploaded
  4. Images, where you can see and download product-related images you or others have uploaded

Bulk actions are available wherever you see a checkbox next to a product. Click one, many or the select all checkbox to perform an action using the Actions pulldown menu at the top right of the page:

  • Add selections to Project
  • Copy to my Library
  • Delete selections

Account Administrators, as well as Members who have been granted privileges to add products to this Library, can click the blue Search for products button to add more items to their organization's Library. Members can always add more products to their own Library regardless of whether they have privileges to add or delete products from the organization Favorite Products Library. 

You can also export a Favorite Products Library to CSV, which includes a spreadsheet of product name; manufacturer name; MasterFormat number; URL to their Transparency Catalog listing page; optionally added attributes (pricing, basis of design, substitutions) and the types of transparency documentation for that product; and product tags.

The Tags page

The Tags page is where Admins manage tags used in the organization's Project Builder & LIbrary subscription, and where Members and Associates can see and search the full range of tags available for use.

Annotated Tags page showing the Admin view

Admins see more features on this screen than Members or Associates:

  1. An area to add a new tag that will immediately become available to the entire organization
  2. A filter box to search the list of tags
  3. A table showing a sortable view of all tags in use across the organization, including the number of products using that tag, the date the tag was added and the name of the person who added it. Admins see tags names in editable fields, allowing them to change the tag name across the organization, and can also select tags to change their color or delete them in bulk.

Members see this same screen, but do not see area 1 above or see tags in an editable view.

Tags page - member view

Account management tools

Account management tools are described in the following documents:

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