Introduction
Included in this section are Advanced Topics and Features of the GIZA Specifer software.
Topics
• Select Special
• Advanced Options
• Setup Pull Down
• Drawing Integrity
• User Library
Select Special
If items have been tagged before importing into Specifier, or tags have been entered within Specifier, various functions can be performed using Select Special. When Select Special is in use, any options or reports will apply only to the line items that are highlighted (selected).
1. Left click Edit>SelectSpecial. 2. In the Select Special
dialog, a list of fields appear along the left side. These same columns are across the spreadsheet. If information is present in any of these fields, they can be used as selection
criteria.
3. To the right of each tag are two buttons:
• Blank: Specifies a blank value for the corresponding attribute. This will select all items that have no value specified for this attribute. The row
displays {Blnk} if this button is used.
• Select: Allows you to choose the value from those available in the project within the already specified scope. It displays a list dialog containing available values for the chosen attribute. 4. Left click the Select icon next to the appropriate tag.
5. Select the appropriate tag from the list.
6. Multiple tags can be selected, such as Department, Building and
Floor by adding criteria to each of the fields in the select special dialog box.
7. When all selections have been made, left click OK.
8. In the Project window the line items within the scope of the selection made are highlighted.
9. To remove the selection, left click on any one line item. The highlight will disappear and the Select Special will no longer apply. You can also left click Edit>Clear All.
User Library
Adding An Item
1. Left click Modify>UserLibrary.
2. In the User Library dialog, left click New.
3. Enter a Product code- this can be any combination of letters and numbers. 4. In the Library field, enter UL for user library.
5. The Short Description field is optional, as it does not appear in the project window or on reports. As this only appears on the screen for easy selection.
6. In the Long Description field, enter the product description. There is a limit of 60 characters; however, reports have a space limitation of 45 characters.
7. Enter a Base Price.
8. The rest of the fields are optional. 9. Left click Save.
10. Left click Close.
11. The item can be added to a project using the same procedures as adding an item from a manufacturer library in GIZA Graphics.
Deleting An Item
1. Left click Modify>User Library.
2. Select the item to be deleted from the list on the left.
3. Verify the proper item has been selected and left click
Delete.
4. In the Product list, note the
Purge Product icon next to the deleted item. 5. Also, note the Delete
button now says UnDel. 6. To delete, left click Close.
Import to the User Library
Imports a GIZA user graphics or manufacturer graphic library into the GIZA Specifier user library. Left clicking this button displays a Windows file selection dialog where you can select the library to be imported. Modifications can then be made to items.
1. Left click Modify/User Library.
2. In the User Library dialog, left click Import.
3. In the Import dialog, navigate to the folder where the library to be imported is stored. For example, for a user library created for GIZA Graphics,
change to c:\giza\mfg\ulib and select ulib.dbf.
4. Locate the file ending with _part.dbf - each manufacturer file will begin with a 3 or 4 letter/digit code (for example, the correct file to import for the Generic library is called gn_part.dbf).
5. Left click Import.
6. Individual items can now be edited in the User Library dialog.
7. If you have previously imported a library, and need to re-import it, (new items have been added), you must decide whether to overwrite the existing pieces.
User Library Item Options
To add options to a User Library item:
1. In the Specifier project screen, left click on the part number you wish to write options to. 2. At the bottom of the screen, you will see the Option Display : Option, Option Number,
Option Value, and Upcharge. 3. In the Option field, right click. 4. Select Add Option.
5. In the Option window, type in the name of the desired option, such as Fabric. Then left click
OK.
6. The Option in the Option Display will now show Fabric. Hit the Tab key to the Option Number field. You will need to fill in the Manufacturers option number. Hit the Tab key again and type in the Option Value, such as the desired fabric grade. Hit the Tab key to enter in the upcharge. If there is no upcharge, leave as a 0.00.
Add to User Library
This command allows you to add selected line items from the project to the User library. This command can only be applied to selected line items.
Manually type the information into a blank line item. Once the part number, Lib code (UL for user library), part description and pricing have been added, you can store the item in the User Library for future use.
1. Select the line item to be added to the User library by left clicking the line item sequence number (Column marked S).
2. Multiple pieces can be selected by holding the CTRL key on the keyboard while left clicking the sequence numbers.
3. Left click Modify>Add to User Library.
4. To make changes to the items left click Modify/UserLibrary, locate the item and left click
Edit.
5. After modifications have been made, left click Save. 6. Left click Close.
Utilities
Utilities will backup and restore the User Library and any Custom Reports created: 1. Left click File>Utils.
2. Under File Type, select either Reports or User Library.
3. To backup, left click
Backup.
4. In the Report Backup dialog, click AddAll to backup all custom reports. Single reports can be added by left clicking on the
reportname and then left clicking Add. The User Library Backup dialog works the same.
5. Target Drive denotes where the backup files will be stored. It is best to store
them anywhere other than your local hard drive. If there is a network in place, ask the System Administrator where to set the target drive.
6. The target drive can be a floppy disk (Drive A: or Drive B:), a zip drive or any other drive which has an assigned drive letter.
7. Left click Target Drive and navigate to the correct location. 8. Left click Select.
9. Left click Backup.
10. Left click Close to close the Backup dialog. 11. Left click Close to close the Utils dialog.
Advanced Option Features
Advanced Tab
The Advanced Tab of the Modify Options dialog acts as a global change for options within a project.
1. From the Modify pull down select Options. 2. Left click on the Advanced tab.
3. Highlight the option that needs to be change on the left side.
4. Next to the Current Value box left click on the List button, choose which existing options in the specification need to be changed.
5. Next to the New Value box left click on the List button, choose the new options to be applied.
6. Left click on Apply. 7. Left click on Close.
Option Sets
An option set stores your preferences for options in a project. While an option set may only contain preferences for some options in a library, a single option set can contain your preferences for multiple libraries.
Each option set coordinates options for groups of items in a project and enables efficient assignment of options to items in a project. You may use multiple option sets in a project to coordinate options for different groups of items in your project.
Projects can share option sets. An option set defined in a project may be used in other projects too.
Using Option Sets
GIZA Specifier applies your option preferences from an option set while adding items, importing items, modifying items, or updating items. Option set interaction with items is controlled by Option Interaction Modes. The option interaction mode is defined in the Option Interaction dialog, accessed in the Setups>Interaction Modes pulldown. While adding or importing items, the option set defined in defaults is used; while modifying items or updating options, the option set assigned to each item is used.
Option sets provide a powerful tool to perform a what-if analysis to review the total cost of a project using different options.
Enhanced Option Descriptions
Products in a library can share the same option group. For example, a worksurface and a panel may both have a Surface option group; however, option values available for both may be different. Since the display of the same option group in an option set may be confusing, GIZA Specifier generates a number that makes the option group unique. Some libraries may replace the number with a descriptive text to help identify the application of an option group. For example, an option group for panels may be enhanced to “Surface for Panels” from a bland “Surface #1”. Though the Enhanced Option names may be helpful while specifying options, you may not want to include them in your reports. GIZA Specifier provides control over including the enhanced descriptions during printing and display.
Creating an option set
Blank Option Set
1. Select Modify>Option Sets from the pull down.
2. To begin a blank option set, type a new name for the option set - a blank option set for the current library will be displayed.
3. Determine whether this option set will be for every product in this library, for a specific customer or for just specific products in the library. If you would like it to only be for items within a current project put a check in front of in Project. 4. Choose all of the
options for either the project or this library. 5. Left click on Save As. 6. Enter a description for
the Option Set. 7. Left click Save.
Create a new Option Set based on an existing Set
You can use an existing option set to define a new one. The values defined for the old option set will be saved under the original name.
8. Open the option set you wish to use as a template by left clicking on the Index button. 9. Left click Save As. GIZA Specifier will display the Save Option Sets dialog box. 10. Enter a new Option set name and description.
11. Make any necessary changes to the new option set. 12. Left click on Save.
To load option values from the current project to the current Option Set
1. Left click on the Modify>Option Sets.
2. Place a check in front of in Project in the option display area. All options from the current project are displayed.
3. Load from Project is then added to the option display area. Left click Load from Project to add all option values specified in the project to the current option set. When line items are selected in the project, options only for the selected line items are displayed when you check
4. When all items are specified left click on Save As and give the option set a name and a description.
Importing Option Sets
You can import option sets from another GIZA Specifier project. 1. Left click on the Modify>Option Sets.
2. Left click Import in the Project Option Sets dialog box. This displays the Open dialog box. 3. Left click to select the Specifier project from which you wish to import option sets. The
Import Option Sets dialog box will be displayed.
4. Choose which option sets to import in the Import Option Sets dialog box.
5. Left click OK to import the selected option sets. If an option set with the same name exists in the current project, you will be warned before it is overwritten. The Import Option Sets
dialog box displays option sets only for the current library. Therefore, only option sets for the current library are imported.
Applying Option Sets
Now that the option sets have been created, the option set needs to be applied to the appropriate line items in the spreadsheet.
2. In the For column in the Option Set field left click on the empty bracket. This indicates that where this field is empty you will be specifying what to do.
3. In the Change To column, left click on the index card. All of the option sets that are loaded into this project will be listed. Choose the appropriate option set, from the drop down. 4. Left click Change. A
message will appear that states X number of items were changed. 5. Left click on Close. Those items will now have information in the Option Set column and they will be fully optioned.