Organize your Project Documents

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The Plans and Documents section of the software allows for the organization of all files for the project. This area contains Bookmarks, Plans, Supporting Documents, and also displays the Sheet ID's that STACK identified during the upload process.

Plans

The Plans section allows for the creation of a folder structure for a project. By default, a new project will upload into the Plans folder. However, folders and subfolders can be created to meet your organization needs. Plans can be uploaded into these folders, or plans can be dragged and dropped from the overview tab into folders. Plans that are uploaded into this section of the software will be OCR'd and will be text searchable.

Choose Which Pages to Display

By default, all project plan sheets are displayed within the Plans and Documents list unless you have selected to Hide specific pages (hidden pages are not displayed).

However, you have the ability change this:

• You can choose to display only pages with takeoffs on the Plans and Documents list. (This makes it easier to quickly find your working plan sheets.)
• You can also choose to include hidden pages on the list.

1. Go to the PLANS section of your project.
2. Click the three dots to the right of Plans and Document.
3. Go to Display and check the Only pages with takeoffs and/or Hidden pages box depending on what you want to display.
   NOTE: Selecting Only pages with takeoffs will only display pages with takeoffs that have not been individually hidden from view. If you also want to display pages with takeoffs that have been hidden, you'll need to check both boxes.

To display all pages again, follow the instructions above and uncheck the Only pages with takeoffs and/or Hidden pages boxes in step 3.

More information on plan organization can be found here.

Sheet ID's

Sheet ID's are also viewable within the plans tree. During the upload process STACK attempts to extract the sheet ID to make it easier to locate the plans more quickly. Proper sheet ID's are also critical for Automatic Plan Hyperlinking to work. If STACK incorrectly identified the sheet ID, autoname can be used to have STACK rename the plans in the set, or plans can individually be renamed.

More information on renaming plans and using Automatic Plan Hyperlinking can be found here.

Supporting Documents

Supporting Documents allow for the storage of any file type with the project. The files will not be viewable in the Overview tab, but it's a great way to store bid instructions or excel spreadsheets that are important to be kept all in the same location with the project.

Sheet ID's are also viewable within the plans tree. During the upload process STACK attempts to extract the sheet ID to make it easier to locate the plans more quickly. Proper sheet ID's are also critical for Automatic Plan Hyperlinking to work. If STACK incorrectly identified the sheet ID, autoname can be used to have STACK rename the plans in the set, or plans can individually be renamed.

More information on renaming plans and using Automatic Plan Hyperlinking can be found here.

Bookmarks

Bookmarks allow for the creation of quick links to other plans. The bookmarks can be placed directly on a plan, which creates a shortcut to that plan and zoom level. The bookmarks can also be found in the bookmarks folder. These links can be clicked from within the folder to route to the created shortcut.

More information on Bookmarks can be found here.

If you need additional assistance, please Contact Us.