Adding products to the correct space creates a reliable relationship between every item and its physical location.
- 01
Open the project space
Choose the project, open Spaces and select the room or zone where the item belongs.
- 02
Select Add product
In the project's Products tab, select + Add product, then Add From Library. In the drawer, choose the Product and the Space it belongs in.
- 03
Choose from the library
Pick the approved product from your library rather than creating a duplicate. Each choice is listed under Selected Product List.
- 04
Set the quantity and details
Set the Qty for each product, then select Add Product.
- 05
Review the space
Confirm every product appears under the correct room before field work begins.
Good to know
- ✓Add products before the visit when a design or equipment schedule is available.
- ✓Use separate records where identical products require unique serial numbers or test results.
Still stuck?
Send us the project and the step you reached, and we’ll take a look.