Use ProjectSpec as a stand-alone system, or import from AutoCAD, CET Designer, and other industry design programs.  With ProjectSpec, add options such as fabrics, COMs, finishes, and discounts while also designing quotes and proposals.  ProjectSpec also exports to frequently used accounting and manufacturer order systems.

Site License


Seat License


Seat w/ProjectWorkspace


There is no price increase or upgrade cost to convert from ProjectSpec4 to ProjectSpec5.


ProjectSpec5 is here! This is a free update to the current ProjectSpec4. If you would like to get the new version, please visit the “Go Live with 5” link to the right.  This page will give you more information about when, how, and why to your questions.

Make sure to check our FAQ and Screenshots

New and Upgraded Features

  • Indicates New Feature

  • Indicates Upgraded Feature

  • New Modern Interface and Ribbons

  • Dockable Catalog Viewer

  • Predictive Text Search

  • Quick Filters

  • New Quick Reports

  • Improved Standard Options

  • Updated Discount tables

  • Edit Options includes adding upcharges

  • Subtotals available in 5 different formats!

System Requirements for ProjectSpec 5 (Data Installed on Network)

Minimum System Requirements

  • Operating System: Windows  10 (64-Bit Only)

  • Processor:  Intel Core i5 or faster

  • RAM: 8 GB or more

  • HDD: 250 GB or More

  • Resolution: 1920 x 1280 or higher

Recommended System Requirements

  • Operating System: Windows  10 (64-Bit Only)

  • Processor: Intel Core i7 (6th Generation or higher)

  • RAM: 32 GB

  • SSD: 1TB

  • Resolution: 1920 x 1080

System Requirements for ProjectSpec 5 with ProjectMatrix Data Server and ProjectNotify 2.0

NOTE:  If you install EVERY manufacturer supplied by ProjectMatrix, the total installed file sizes of the catalog and symbol data are in the range of 300-400GB.  The average installed size is approximately 100GB for dealers installing their primary Tier 1 manufacturer and ancillary brands.

Minimum System Requirements

  • Operating System: Windows 10 (64-Bit Only)

  • Processor:  Intel Core i5 or faster

  • RAM: 8 GB or more

  • HDD: 250 GB or More

  • Resolution: 1920 x 1280 or higher

Recommended System Requirements

  • Operating System: Windows 10 (64-Bit Only)

  • Processor: Intel Core i7 (6th Generation or higher)

  • RAM: 32 GB

  • SSD: 1TB

  • Resolution: 1920 x 1080

More Stuff

Frequently Asked Questions

Is there a cost to upgrade versions?2020-09-10T13:06:30+00:00

No,  we never charge upgrade fees.  That is included in your subscription to ProjectMatrix software.  New versions, updates, data, and tech support are always free.

Are there any Help Files or Documents for ProjectSpec5?2019-08-22T17:30:46+00:00

Yes, you can download a Quick Start PDF Guide by clicking:   HERE

In addition, we have a standard Help file located within the program.  You can access this at any time by pressing F1

When can I get the new ProjectSpec?2020-07-17T13:15:34+00:00

Our official release date will be July 20th, 2020.  However, this will be a staggered release.  We want to maintain our high levels of tech support and training with the new software.  Therefore, we will be offering the release to dealers and users in batches.  Click HERE or the link above called “Go Live with 5” to request access.

Do I have to install the new version?2020-07-17T13:16:20+00:00

No, not right away.  We have yet to determine the final date of support for ProjectSpec4 but don’t worry, we will give you at least 6 months notice.

What about Print Templates2019-08-27T17:25:52+00:00

The print templates from ProjectSpec4 will be able to be converted.  You can download the converter HERE.  Unzip the ConvertTemplate.exe to your Desktop.  Browse for your Print Template and then press convert.  You can also just email and have them do it for you.  The newer print program will have more fields and editing abilities that you may want to explore to update and improve your templates.


The Classic Print will not work.  Please contact us if you need help creating new templates.

What about Training?2020-11-13T15:41:55+00:00

ProjectMatrix will be offering free webinars weekly.  Be sure to check out our Webinar Channel.

Personalized Online Training is still offered at $125/hr through GoToMeeting

Onsite Training will be offered at $795/day plus travel expenses.

Are you still using SIF files?2020-01-23T15:52:09+00:00

Yes and No

Yes-  We will always be able to import a SIF and be able to create a SIF file from ProjectSpec.  We will also continue to offer various SIF file exports for different Dealer Business Systems, and Order Entry Systems.

No-  The only reason there is a NO to this question is because the new native format to a file created in ProjectSpec5 is that it will be .PMX file extension.  This is due to having a database format to handle additional fields and functionality while using ProjectSpec.  There is a setting under the Preferences screen to allow you to always save a .SIF with the .PMX file.  However, while you are working on the project, you should continue to open the .PMX file since that will contain additional information and fields that are not saved to the .SIF.

The .PMX file give us more abilty with regards to your “project”.  The .PMX file stores and associates the following with the project.  That means that these things get packaged with and associated with that project anytime or anywhere you open it unlike .SIF where they are all linked:

  • ProjectInfo  (.CIF)
  • Discount Tables (.DIS, or new .DISX)
  • Standard Option Tables (.SOT or new .SOTX)
  • Part images and swatches

New Start Screen.  View Recent Documents, Start New, Import SIF files, or open projects.  You’ll also see our newsfeed that we can push through manufacterer information, version changes, more.  Your local managers will also be able to push notifications to users at each location!

This is the main screen.  The spreadsheet column views are customizable as well as the docking position of the new Catalog Reader, Part Preview, and Part Search

Built in quick reports show financials, summaries, and quick product views.  These can be printed or saved as PDF while viewing.  The Quick Reports are in addtion to the fully editable Print Templates that can be printed.

Detail View allows you to see all of the information for a single record without needing to scroll through mulitiple spreadsheet columns.

When manufacturers supply fabric and finish swatches, you will be able to see the preview as you select each option.  Additionally, the manufacturer can opt to provide layer mapping data to apply the material to the 3D image preview.

Pricing is important, and we offer many ways to help you get it right.  From tiered pricing to margin percentages, we can help you out.

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