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Creating a project has two parts:
  1. Creating the project record (name, type, status, due date, address, etc.)
  2. Uploading a source PDF and choosing which pages will be available in Takeoff

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Open the New Project page

  1. Go to Projects from the main dashboard.
  2. Select Create new.
  3. You will land on the New Project form.

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Fill in required project fields

Before the Create button is enabled, complete these required fields:
  • Name: The project display name.
  • Type: Commercial, Residential, Industrial, Institutional, or Other.
  • PDF file: A valid PDF upload.
You can also set:
  • Address (with automatic city/state/zip/country extraction when available)
  • Due date
  • Status
  • Company
  • Optional contact fields: contact name, phone, email

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Upload your source PDF

Use the upload area to click-and-select or drag-and-drop your file.

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PDF limits and validation

Current enforced limits in this flow are:
  • File type must be PDF (application/pdf).
  • The file must be a valid, processable PDF (pages must be readable for preview generation).
  • Only selected pages are added to this project’s takeoff subset.
There is currently no user-facing hard limit shown in this screen for max file size or max page count. Very large PDFs may take longer to process.

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Select pages to include in Takeoff

After upload, the app pre-processes the PDF and shows page cards.
  1. In Choose pages for Takeoff, select individual pages, or use Select all.
  2. For each selected page, confirm the page type:
    • Plan
    • Reference
Only selected pages are sent into the created document and takeoff workflow.

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Automatic page-type detection (Plan vs Reference)

When you select a page, the app automatically attempts classification:
  • Pages enter a queue (queued) and then classification (classifying...).
  • Classification runs in small batches to keep the UI responsive.
  • If classification succeeds, the page type is filled automatically.
  • If classification does not complete (for example timeout/error), you can manually choose the type in the dropdown.
Important behavior:
  • Auto-detection is an assist, not a lock. You can always override a page’s type manually.
  • Classification starts when a page is selected for inclusion.

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Create the project and navigate to it

  1. Select Create project.
  2. The app uploads the source PDF, builds a subset PDF from selected pages, and creates project/document records.
  3. You are redirected to the new takeoff workspace at:
    • /takeoff/{documentId}
To view project-level details and edit metadata later, open:
  • Projects list, then select your project
  • Project details route:
    • /projects/{projectId}