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 automatically create a project in STACK based on basic project data from an external source.

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 import high-quality aerial images of your project location directly to STACK.

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

How to copy an existing project to create a new project, or copy individual plan sheets within the existing project.

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

Overview of the Plans and Documents list and options for sorting the list.

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

How to search your project plan set to quickly find info related to your trade.

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

How to layer similar plan sheets (like originals and revisions) to quickly compare them to see any differences.

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

How STACK can quickly link to plans with details

How to download plan sheet and document PDFs 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.

Labels allow you to group or filter your takeoff data any way you like. Add labels to each measurement to group by CSI division, room, building, floor, elevation, phase, or any other work breakdown structures your workflow requires. You can group or...

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