A group is a collection of individual products. As with any data in BuildingEase, Groups can be exported to a CSV (spreadsheet) at any time, so that you can use that data in other systems. Groups can be created for different purposes:
- To connect all of the materials that make up a complete assembly and see them all together.
- To create a schedule (finish schedule, door schedule, hardware schedule, etc) that can be exported, then imported to CAD or other.
- To communicate something about a group of products to a team member like the spec writer (for them to review or comment on), interior designer, contractor or any internal or external partner.
- When transitioning from BIM to CAD, you can export product list information to import into CAD and save a lot of time!…or any thing else you can think of!
- For the GC to create trade packages for subs (either to export or, if using our workflow for RFI’s, submittals and change orders), your construction partner can use it to create exact lists with details including “blocklist” products (a.k.a., Do Not Substitute). The inclusion of specific products in an invitation to bid lets the subcontractor know up-front what specific products they can not use. Doing this allows us to automatically block noncompliant submittals.
NOTE: To DELETE a group, click the gear icon at the top right of the page to open the Control Panel and delete groups there!
To create your first Group:
- CLICK ON AT LEAST 1 ROW: Select a single item, multiple items or “select all” using the top check box. As soon as at least one item is chosen, the blue “bulk item” choices appear up on top of the list – including Groups.
- CLICK “ADD TO GROUP”: Click once inside the text box – if any Groups have already been created, they will appear once you click. Also click there to create the first Group in a Material List.
- NAME YOUR GROUP: As soon as you click the blue “Add to Group” button, a new window pops up. If you are creating the first Group in this Project’s Material List, put your cursor in the Group Name text box and type in the name you want. If you want to add the item to an existing group, the list of existing groups will only appear you click in that Group Name text box!
