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The Basics
Projects, Plans & Documents
Creating Takeoffs
Using Items & Assemblies
Estimating - Reports & Estimates
Share & Integrate Data
Account Management
Troubleshooting Tips
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Projects, Plans & Documents
20 Articles
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Contents
Projects, Plans & Documents
20 Articles
in this category
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Light
Project List
How to search, sort, and filter your project list to quickly find and manage your projects.
Create a Project and Add Project Information
How to create a project, assign users, offices and libraries to the project, and add/update project details like status, bid date, location, and notes.
Create a Project from an External Source
How to automatically create a project in STACK based on basic project data from an external source.
Private and Public Projects
How to make a project Private so only assigned users can access it or Public so everyone on your account can access it.
Upload Project Files
How to upload plan sets and supporting docs; supported file types; and the difference between uploading files as Plans or Documents.
Using STACK Without Blueprints
There are several options for using STACK without plans.
Retrieve Aerial Images
How to import high-quality aerial images of your project location directly to STACK.
Using Google Earth Images in Place of Drawings
How to download a Google Earth image to create a takeoff in STACK if you don't have a drawing.
Copy a Project or Plan Sheets
How to copy an existing project to create a new project, or copy individual plan sheets within the existing project.
Create Folders to Organize Your Plans
How to create folders and subfolders to organize project plans and documents.
Organize Your Project Documents
Overview of the Plans and Documents list and options for sorting the list.
Managing Drawings and Project Documents
An overview of organizational features for your plan sheets and other project documents such as autoname and automatic hyperlinking.
Text and Keyword Search Plans
How to search your project plan set to quickly find info related to your trade.
Rotate Plans
How to change the orientation of your plan sheets if they upload incorrectly.
Plan Overlay
Here's an overview of how to visually see the difference between multiple plan sheets.
Open Multiple Plan Sheets
How to open and navigate more than one plan sheet at a time.
Automatic Plan Hyperlinking
How STACK can quickly link to plans with details
Printing Plans and Documents
How to download plan sheet and document PDFs from STACK so you can print them.
Delete a Project or Project File
How to delete individual plan sheets or documents from a project or delete an entire project from your account.
Using Label Groups
If you need to organize your takeoffs or reports, labels can help sort your data to meet your needs.