Once you've created your project, the next step is to add some plans to it.
Step 2 - Adding Documents
Support Document File Types
PDF, TIFF, JPG
At the bottom of the Project Details dialog box (Add a Project), you’ll find the controls to add Documents to your Project.

There are two ways to add documents to your new Project:
- You can Drag & Drop them onto the appropriate document type box or,
- You can click on one of the document type boxes to browse your computer for the files to add

When you’ve located and selected the files you want to add, click “Open”.
Notice that the number of files being added shows in the document type box.

- Click

Your Documents are uploaded and your Project created:

Use the buttons on the right to Edit
, Takeoff
, Duplicate
, or Delete
this Project.
When you add plans to a Takeoff Project, their Sheet Names and Sheet Numbers are updated by Auto Name.
Creating a Takeoff Project | The Takeoff Tab Documents List ![]() |
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Creating a Takeoff Project