Files & Floor Plans
Two tabs hold a project's document and site record: Files for documents, and Floor Plan for zones drawn on a site plan.
Files
The Files tab is the project's document vault — drawings, permits, photos, signed contracts and deliverables — organized in folders.
- Upload by drag-and-drop, and create folders with New Folder.
- Search files, and sort by name, date modified or size.
- Cut, Copy and Paste files between folders, Move to... a chosen folder, Rename, Download, Copy link or Delete. Folders can be moved but not copied.
- Deleting a folder keeps the files inside it — they move to the top level.
Revisions & releases
A file's Revisions & releases menu releases it to another record — a Work order, Build, Item, BOM, Task, Milestone, Contract or Purchase order — as a revision of a named drawing. That keeps "which revision did we build to?" answerable long after the job ships.
Each release has a Purpose:
| Purpose | Meaning |
|---|---|
| Reference | Informational. |
| Deliverable | A contractual deliverable. |
| Supporting document | Backup or evidence. |
| Signed copy | The executed copy. |
| Attachment | A file sent along with a communication. |
- A release names the Drawing number and Drawing revision. Leave them out and they're read from the file name — SKID-GA_RevB.pdf becomes drawing SKID-GA, revision B.
- Several files — a PDF, a DXF and a STEP model — can make up one revision, and stay current together.
- Releasing a newer revision of the same drawing to the same record supersedes the old one, and Show superseded brings earlier revisions back into view.
- A release marked as released is locked: supersede it with a new revision rather than unlinking it.
- Released to an Item with a revision, the drawing also moves the item to that revision, and the result tells you if it couldn't.
Floor Plan
The Floor Plan tab (for construction and real estate companies) turns a site plan into a work map. Upload Floor Plan Image, then draw zones on it with Draw Rectangle or Draw Polygon — rooms, work areas or systems.
Each zone has a Zone Name, a Zone Code, a Zone Type, notes, an opacity, and a Status — Not Started, In Progress, Completed or On Hold.
- Link Tasks to a zone to connect the schedule to the physical site — see which tasks belong to which area, and each zone's task progress.
- Select & Move repositions a zone; Pan, Zoom In, Fit to Screen and Reset View move around the plan, and Expand gives it the full screen.
- The Summary panel rolls up total zones, completion rate and task counts.
- Download as Image saves the marked-up plan.
Deleting a zone also removes its task links.