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Create a project

Use New project in the sidebar. Enter the project name, type, location, Assigner (Architect) and Reviewer (Engineer). Project types include Steel, Concrete, Wood on podium, Wood on slab, Mixed construction and Other. The project selector switches the queue, documents, reviews and activity together. On a phone, the selector appears in the top bar. Existing documents stay in their original project.
Projects belong to your account’s workspace. The server checks workspace ownership before loading project documents, review history or private PDF links.

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Preserve a shop drawing revision

  1. Open Document library → Upload PDF in the correct project.
  2. Choose the older file under Previous shop drawing.
  3. Enter a new, unique revision label and upload the revised PDF.
Both files remain stored. Existing reviews continue to cite the exact original PDFs. Expand the saved shop revisions in Document library to open any version or compare saved PDFs. A file can only be linked to an earlier version in the same project.
Document library with independently stored PDF revisions
Selecting a revised PDF in New review automatically suggests its linked previous submission. Check that selection before starting.

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Assign a package

Project assignments prefill new reviews. For an existing package, open Package & stamp → Assignment. Change the architect/coordinator or engineer and save. Reassignment clears the current stamp while retaining stamp history.