{"id":384,"date":"2019-03-03T11:49:17","date_gmt":"2019-03-03T11:49:17","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=384"},"modified":"2020-12-18T19:51:53","modified_gmt":"2020-12-18T19:51:53","slug":"linking-with-specification-templates","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/estimating\/price-books\/linking-with-specification-templates\/","title":{"rendered":"Linking with Specification Templates"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">You can link Items and Components from the Price Book with specific paragraphs and\/or sections in the Specification Template. That way when the linked Items or Components are added to a Quote or Change Order, the Items and Components will automatically appear in the corresponding sections of the Job Specifications.<\/span><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/a6XfA_llYlc\" width=\"656\" height=\"369\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">Please consider the following when you link Items and Components with paragraphs and sections in the Specification Template:\n\n<\/span>1. If an Item or Component is linked with a specific paragraph, such Item or Component (from Quote Changes) will appear in the Specification as a section.\n2. If an item or Component is linked with a specific paragraph and section, such Item or Component (from Quote Changes) will appear in the Specification as a text under the selected section.<\/pre>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with Price Books, locate the one which Items and Components you want to link with the Specification Template.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Hover over the Price Book until the action icons appear.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click the <\/span><b>Edit\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-188 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\" alt=\"\" width=\"15\" height=\"15\" \/><\/b> <span style=\"font-weight: 400;\"> icon. The Edit Price Book page opens.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-385\" src=\"\/wp-content\/uploads\/2019\/03\/pb-link-with-specification-template.png\" alt=\"\" width=\"1463\" height=\"625\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-specification-template.png 1463w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-specification-template-300x128.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-specification-template-1024x437.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-specification-template-768x328.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-specification-template-1200x513.png 1200w\" sizes=\"(max-width: 1463px) 100vw, 1463px\" \/><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the right part of the page, locate the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-386 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/link-icon.png\" alt=\"\" width=\"11\" height=\"22\" \/>\u00a0<\/span><span style=\"font-weight: 400;\"> icon and click it.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select <\/span><b>Link with Specification Templates<\/b><span style=\"font-weight: 400;\">.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3393\" src=\"\/wp-content\/uploads\/2019\/07\/link-specification-template.png\" alt=\"\" width=\"1756\" height=\"908\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-specification-template.png 1756w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-specification-template-300x155.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-specification-template-1024x529.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-specification-template-768x397.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-specification-template-1536x794.png 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-specification-template-1200x621.png 1200w\" sizes=\"(max-width: 1756px) 100vw, 1756px\" \/><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the <\/span><b>Link with Specification Templates<\/b><span style=\"font-weight: 400;\"> page, you can see the three columns, as follows:<\/span><br \/>\n<table>\n<tbody>\n<tr>\n<td><b>Cost Centers<\/b><\/td>\n<td>The list of Cost Centers from the Price Book.<\/td>\n<\/tr>\n<tr>\n<td><b>Items &amp; Components<\/b><\/td>\n<td>The list of Items and Components within the selected Cost Center.<\/td>\n<\/tr>\n<tr>\n<td><b>Specification Templates<\/b><\/td>\n<td>The list of Specification Templates with paragraphs and sections for linking.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Cost Center which contains Items and Components you want to link.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Item or Component which you want to link to specific paragraphs and sections of the Specification Templates.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the paragraph in the Specification Template which the Item or Component from the Price Book will be linked to.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the section in the Specification Template which the Item or Component from the Price Book will be linked to.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">If needed you can show the Specification Templates that were marked as Deleted. To show deleted Specification Templates, move the Show Deleted toggle right.<\/span><\/pre>","protected":false},"excerpt":{"rendered":"<p>You can link Items and Components from the Price Book with specific paragraphs and\/or sections in the Specification Template. That way when the linked Items or Components are added to a Quote or Change Order, the Items and Components will automatically appear in the corresponding sections of the Job Specifications&#8230;.<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[31,95],"ht-kb-tag":[],"class_list":["post-384","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-price-books","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/384"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=384"}],"version-history":[{"count":1,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/384\/revisions"}],"predecessor-version":[{"id":5754,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/384\/revisions\/5754"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=384"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=384"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=384"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}