Adding products from your library to your schedule is a fast and accurate way to specify products. No more manual data entry - just a few clicks and the rest is taken care of for you.
Instructions
Using the + New Button (Bottom Right Corner)
Click the + New button in the bottom right-hand corner of your schedule.
Select Product from Product Library.
Choose the section where you’d like to add the product.
This will open the product selection tray on the right side of your screen.
Search for an item using keywords, supplier name, brand, or description.
Click on the product to add it to your schedule.
Adding to a Specific Subsection
Click the + New button under a subsection within your schedule.
Select Product from Product Library.
This will open the product selection tray.
Search for and select the product you want to add.
Once added, the product automatically populates in your schedule with all its specification details, eliminating the need for manual data entry.
Important Note
Products added from the Product Library are not synced to prevent unintended changes. This means you can modify product details within your schedule—such as finish, image, or pricing—without affecting the original product in your library. If updates are made in your Product Library, remember to manually update your schedule as needed.