Projects & uploads
The home screen
Your home screen lists every project you have access to. From here you can:
- Find any project with search and filters.
- Pin the projects you live in so they're always at the top.
- Report a bug or request a feature without leaving the page.
Use case: Jump straight to the three jobs you touched this week instead of scrolling the full list.
Uploading a drawing set
Drop a PDF drawing set anywhere on the home screen, or use the upload button. Then choose:
- Start a new project: for a brand-new job.
- Start with nothing at all: you can create an empty project and go straight to chat, letting the drawings follow when you have them.
- Add to an existing project: for a fresh revision or an additional document (specs, schedules, a consultant's set). Revisions of the same set sit side by side, ready for Compare Versions.
What happens during processing
The platform processes the set page by page:
- Each sheet is rendered and read, including title blocks, drawing numbers, and sheet names.
- Disciplines are detected automatically (architectural, structural, mechanical, electrical, plumbing, fire protection, civil, general).
- Schedules and tables are extracted into structured data the tools and chat can query.
- Everything is indexed so search, chat, and checks can find it.
Processing continues in the background; you can open the project and start looking around right away.
Use case: Add a fresh revision to an existing job so it sits alongside the previous version.
Run work at upload time
The upload wizard can kick off review work the moment your set finishes committing, so you don't have to open each tool by hand afterwards. On the "What do you want to do?" step, pick any of:
- Project QAQC - work out which checks fit the set. Nothing runs automatically: the platform reads your set and your review intent, then shows what it picked, and why, in the project's QA/QC panel for you to run from there. Checks you pin in the wizard are the exception - those always run. See Project QAQC.
- Compare Versions - pick the older and newer set to diff.
- Compare Against Control - diff the uploaded set against a reference/template set.
- Spec Audit - check the drawings against the project specs. The wizard makes a best-effort split of specs from drawings by filename, which you can correct.
- Comment Closure - check a list of review comments (an uploaded spreadsheet, or PDF markups) against the latest drawings.
- Shop Drawing Review - check a submitted shop drawing against the issued design.
The same step carries the review intent box - a line on what you're reviewing for. It's worth filling in: it steers which checks run, and it's the difference between a findings list you work through and one you have to filter.
Each task you select gets a short config step (which documents to use, an optional prompt), then launches automatically once the upload commits. Project QAQC is the exception: it works out the recommendations, and you run them from the project's QA/QC panel. You're taken straight into the project while the runs proceed in the background - nothing waits on a slow start; watch them in the tasks tray. If an upload is replaced or closed before its tasks fire, open the relevant tool tab and run it manually.
Tools that are views rather than upload-time tasks - Issues, Organize and Workflows - aren't offered here; you open those inside the project.
Supported files
- PDF drawing sets: the primary format. Vector or scanned; multi-hundred-page sets are fine.
- Spreadsheets, Word documents and images: stored on the project, readable by the chat, and editable in the browser.
- BIM models (IFC): view in 3D and let the chat inspect elements. See BIM models.
- Building codes: ingested into your organization's searchable library. See Code Review.
The full list, and how in-browser editing works, is on File types & editing.
Project details
A project is more than a name, and filling in a few fields changes how the platform reviews it:
- Project type - office, healthcare, warehouse, data centre, solar, roadway, bridge, telecom and others. Detected from the set where possible, correctable by you.
- Project stage, with an optional percent complete. This matters: a 50% DD set shouldn't be marked against a 100% CD standard, and Spec Audit in particular expects a CD-phase set.
- Owner - who's responsible for the job.
- Teams - which parts of your organization this project belongs to, which is what makes the Dashboard breakdowns work. See Teams.
Edit these from the project's settings at any time, or set them during upload.
Managing revisions
Revisions of the same set belong in one version chain, which is what Compare Versions diffs. The platform proposes chains automatically. You can add or remove a document from a chain, and set its stage, from the Files panel's right-click menu. Organize is the fuller view of the same data - scopes, the changes log, and which sheets change most from revision to revision - and is switched on per organization.
Copying a project
You can copy a project to start a new job from an existing one - useful for a prototype or template set you build on repeatedly.
Sharing a project
Projects belong to your organization, and are shared with named people, each as owner, editor or viewer - or organization-wide. See How access works.
To add someone to your organization in the first place, an org owner invites them from Settings → Members. See Organization members & invites.