This article explains how to select and manage sheets for viewing your project assets within the application. Choosing the right sheet allows you to see your categories and stages in the context of the appropriate plan.

When initially configuring categories, the Architectural sheet is selected by default. You can change this default sheet to another preferred sheet at any time.

To have a predefined sheets in the list of sheets, you can add your own sheet type from ‘Project Configuration’

Once in project configuration you add the sheet types you would like to use for progress tracking which auto populates the sheet types in Progress configuration.

Selecting a Sheet:

You can choose your preferred sheet for viewing assets. Once you select a sheet, the associated categories and their stages will be displayed on the sheet in the progress view. This allows you to track progress directly on the relevant plan.

Note: You can assign a sheet to a category even if there is no sheet uploaded. However if we do not find a sheet, we will default to architectural sheet

Switching Sheets:

You can switch between available sheets at any time using the dropdown menu. Any changes you make to category configurations are saved when you switch sheets, so you can manage multiple sheet views without losing your work.

We hope this guide was helpful, for further assistance, please reach out to us at [email protected]