Project Onboarding streamlines the process of creating new projects. This article explains how to upload and manage sheets within the "Hierarchy & Sheets" section after your project receives business approval.
Uploading Sheets (Hierarchy Tab)
Currently, you can upload only one plan drawing sheet in the hierarchy tab. Here's a detailed guide:
Navigate to your approved project and access the "Project Details" section.
Within "Project Details," locate the "Hierarchy & Sheets" section.
Click on the "Hierarchy & Sheets" tab.
Drag and drop your plan drawing sheet (in PDF format) or click to browse and select the file.
File Size and Type Limitations
The maximum file size for sheets is 20 MB.
Currently, only single-page PDF files are supported for uploading.
Previewing and Managing Uploaded Sheets
Once you upload a PDF sheet, hover or click on the file to view a preview. The preview window will display options for:
View: Click the eye icon to open the full PDF file in a separate window or tab.
Download: Click the download icon to download a copy of the PDF file to your local device.
Replace: Click the replace icon (paper with pen icon) to upload a new version of the sheet, replacing the existing one (explained further in the "Replacing Sheets" section).
Tooltips for Clarity
Each icon will have a tooltip explaining its function:
Eye icon: Preview
Paper with pen icon: Replace
Download icon: Download
Edit/Crop Floor plans:
You can rotate, crop, or drag the PDF within the preview window to adjust the view.
To reset any adjustments made to the PDF, click the "Reset" option within the preview window.
Storing Uploaded Sheets
The system stores both the original and the cropped (if adjustments were made) versions of your uploaded sheets. This ensures access to the original file for reference purposes (e.g., scale, paper size information).
Uploading a new sheet for the first time: The system displays a preview, and upon selection, both the original and cropped versions are uploaded.
Updating an existing sheet: Similar to a new upload, a preview is shown. After selecting the new file, both the original and cropped versions are uploaded. The system replaces the old document with the new one, retains the cropped file, and renames the old file.
Regardless of the scenario, the system always displays the latest cropped version of the sheet for preview purposes, both within the platform and for capture.
We hope this article has been helpful. If you have any questions please reach out to [email protected]