Users can create and maintain a library of classifications to be used across multiple projects.
The "Set" is a general term for a library within Togal. Users can create multiple "Sets" to organize various aspects of their business, such as Construction Types, Design Levels, CSI Cost Code Libraries, Uniformat Code Libraries, and more. You can reuse these across different jobs and projects as needed.
After creating a Set, you can expand it by adding "Classification Groups" (folders containing classifications) or individual classifications.
- You can create subgroups of classification groups within parent classification groups by drag and dropping the group.
- You can create multiple subgroups under one classification group.
- You cannot create subgroups under subgroups
Users can manage and update their library from both the main library menu and directly within the drawing editor, allowing for seamless updates while working on a project.
Types of libraries
Users can create two types of libraries within Togal:
1. Organization library - This is a library for a whole organization and can be shared with all users within a company.
Note: A user must have Admin Permission in order to have access to create and maintain an organization library.
2. Private library - This is a private library for a single individual. No other member from the organization will be able to view or have access to this library.
How to create a library:
- To create the library, navigate to the Library Menu.
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Click on "Create new set".
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Name your set
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Choose between Organization or Private and click "Create".
- Click "Add Group" in order to create a folder structure or you can begin creating classifications in the set by clicking "Add Classification".
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Hover on a classification group and click on the folder icon. The create sub-group menu will open to create a sub-group of that classification group.
Note: You cannot upload a library from a spreadsheet into Togal at this time. If you need assistance creating a large library, please contact our support team for help.