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ProPlans Help

Set up your first project

A project holds one job: its plan sheets, documents, tasks, conversations and the people working on it. Here’s the order most people set one up in. Each step links to the full how-to.

  1. Create the project. On the project list, tap the plus button at the top right (or click it on a Mac), or Start if your list is empty. Give the project a name, its address and the homeowner or owner it’s for, and check its start date, which begins as today. Create a project
  2. Add your plans. Choose one or more PDF plan sets: each page becomes a sheet. You can carry on while the pages are prepared, then give each sheet its number, name and discipline. You can also skip this and upload plans later. Upload plans · Sheet details
  3. Invite your team. Once the sheets are saved, the project opens with Invite People over it, the new project already picked. Type their email addresses, choose what they can do under Invite as, and tap Send invite. Invite people · Access levels
  4. Start talking. Tap Messages in the toolbar at the top of the sheet. Everyone on the project is in its General conversation, and each trade has a conversation of its own. Conversations
  5. Hand out the work. Put task lists on the sheets where the work is, add tasks and assign them, and upload the project’s documents. Task lists · Upload documents

What to expect

Section titled “What to expect”

The people you invite get an email with a link into the project, and the project shows in their list once they join. Until then they show as pending in the project’s Contacts. As they open the project, they see what their access level lets them see and do.

Good to know

Section titled “Good to know”
  • You’re the owner. As the person who created the project you’re its Admin, and the only one who can edit its information, archive it for everyone or delete it.
  • Storage counts against the owner. Files anyone uploads to your project count towards your storage, not theirs. See Storage.
  • No plans yet? A project without sheets opens on a screen with UPLOAD PLANS, ready when you are.
Section titled “Related”