Library vs Project Products vs Groups

Three things people mix up

  • Library — your company's saved products. Works across all projects. Holds the real data: manufacturer, part numbers, cut sheet, price. Build it once, reuse it everywhere.
  • Project products (the Products page) — the products on ONE job. Every product on the Products page belongs to the active project. This is why that page asks you to select a project first.
  • Groups — labels inside a project. They hold no data. A product can have many groups. Use them to organize a job (by floor, by spec section).

Where should I put my data?

Put your master catalog in the Library. Do not create a project just to hold products — the Library is made for that. Use the Library's own tags and categories to organize by manufacturer.

Then, for each job: create the project and add the Library items you need. Use groups on that project if you want extra organization.

What does the AI use when building a submittal?

  1. Products already in the project come first.
  2. Your Library — matching items show a "My Library" badge and rank above catalog and web results. You can also say "use my library" in chat.
  3. Our product catalog and manufacturer websites fill any gaps.

Quick answers

  • "Do I need a separate project or library per manufacturer?" — No. One Library. Tag items by manufacturer.
  • "Should I add data in the Library or in groups?" — The Library. Groups are only labels.
  • "Will the AI see my Library?" — Yes, in chat and in schedule builds.

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