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Specs are customizable metadata rules you can apply during takeoff.

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What a Spec is

Each spec has two core parts:
  • Target conditions: the metadata conditions that decide when the spec is eligible (for example type, pressure class, duct system, or pipe system).
  • Effects: metadata values to set when the spec applies.
In short: “If metadata matches these targets, set these other metadata values.”

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Target condition logic (AND/OR)

Specs support complex condition logic:
  • AND logic within a condition group (all predicates in that group must match)
  • OR logic across groups (if any group matches, the spec is considered matched)
This lets you model real project rules without duplicating many near-identical specs.

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Add specs to takeoff workflow

You can create specs from either location:
  • Organization Settings -> Specs
  • Takeoff view -> Add spec (from the Specs control on the bottom edge of the canvas)
In the takeoff canvas, use the Specs control along the bottom edge of the canvas (next to the quick create controls):
  1. Open Specs.
  2. Select one or more specs to activate.
  3. Active specs appear as pills.

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What happens when a spec is active

Once a spec is active, its effects run whenever pending object metadata matches the spec’s target conditions.
  • This happens during your create/edit workflow as metadata updates.
  • If no target group matches, that spec does not apply.

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Use a spec pill to prefill metadata

Clicking a spec pill applies that spec’s target metadata as a preset for the pending object. This is useful when you want to quickly start drawing with metadata already aligned to a known spec profile.