Using Project Specs as Custom Variables

You can add a Project Spec as a custom variable into your Invoices or Reports.


You can add a Project Spec to your Invoices or Reports.

For Visual Invoice and Report templates when adding a New Variable select Custom Variable and use the format spec-ProjectSpecName.  When placing a variable in a text box enter <!--spec-ProjectSpecName--> tag.

Use the <!--spec-ProjectSpecName--> tag in your code-based templates.

Replace "ProjectSpecName" with the name you have entered for the Project Spec.



To add a predefined suite of specs to the Project, select the suite from the popup menu underneath the specs list. A spec suite will usually consist of a number of fields that you would usually enter into your Project. For example, the built in suite name "Web Page" includes "Server," "Password," and "URL." You can create and customize the Spec Suites by clicking the "Add Suite" button and selecting "Edit Spec Suites."

To access your Project Specs in an Invoice or Report template, you would use the Spec tag. If your spec is named "Color" then you would put "spec-Color" as the tag. Studiometry will grab value for the first Project Spec labeled Color.


To setup your spec suites that can be added to any project:

1.) Go to the File Menu > Suites > Edit Project Spec Suites 
2.) Click the New Suite button and then click the plus (+) button to add specs to the suite. 


To Add a spec suite to a project:

1.) In the Studiometry Main Window, open any project and select the Project's Specs tab.

2.) Press the Gear Button in the bottom right of the window and select the suite you'd like to add. 
3.) Go ahead and fill in the spec info for each item that appeared in the list


To Add specific specs to an invoice or report template:

 1.) Open an Invoice or Report template in the Visual Editor.  (Studiometry Main Window > Preferences > Templates)
2.) Press the New Variable icon.
3.) Move the Variable box where you would like it to be.
4.) The variable selection tools will appear at the bottom right of the template editing window.
5.) Click on the Variable drop-down menu and select Custom Variable.
6.) A text box will appear just below the Variable drop-down menu. Type "spec-" first, followed by the specs exact name. (For example, "spec-ProjectInfo")

This feature works great with the new Spec Suites, allowing you to easily use the same name between differing projects, manage your Project Specs, and access the data with the same invoice template. 

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  • 0
    Robert Rabner

    it would be great to have this functionality available for different "applications" such as embedding a client name or project ID into a To do or Log for instance.

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