Projects, Plans & Documents

How to search, sort, and filter your project list to quickly find and manage your projects.

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.

How to make a project Private so only assigned users can access it or Public so everyone on your account can access it.

How to upload plan sets and supporting docs; supported file types; and the difference between uploading files as Plans or Documents.

There are several options for using STACK without plans.

How to download a Google Earth image to create a takeoff in STACK if you don't have a drawing.

En Español There are three ways to quickly copy existing project plans in your STACK Takeoff & Estimating account – Copy Project  - Allows you to copy an entire project and save it as a new project. Copy Page - Allows you to copy individual...

How to create folders and subfolders to organize project plans and documents.

The Plans and Documents section

An overview of organizational features for your plan sheets and other project documents such as autoname and automatic hyperlinking.

How to quickly search plans and find relevant sheets and details.

How to change the orientation of your plan sheets if they upload incorrectly.

How to open and navigate more than one plan sheet at a time.

Here's an overview of how to visually see the difference between multiple plan sheets.

How STACK can quickly link to plans with details

How to download project documents and reports from STACK so you can print them.

How to delete individual plan sheets or documents from a project or delete an entire project from your account.

If you need to organize your takeoffs or reports, labels can help sort your data to meet your needs.