Projects, sharing and your account

How to set up projects and add plans

1 min read Updated

A project holds every plan for one job. Start one from the Dashboard, add your PDF plans to it, and open any plan in the editor. Recent projects sit on the Dashboard, and All Projects lists everything in your workspace.

Step by step

  1. 1On the Dashboard, choose New Project.
  2. 2Name the project and add your PDF plans to it.
  3. 3Open a plan to measure it in the editor. For a PDF with several sheets, use the page switcher in the top bar.
  4. 4Next time, open the project from its card on the Dashboard or from All Projects.

Tips

  • Link the project to a client so all their jobs stay together.
  • The Dashboard shows your project, plan and measurement counts at a glance.

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