Your First Project

Learn how to create a project and organize your construction documents.

What is a Project?

A project in BuildVision represents a single construction job. It contains:

• Plans & Documents - blueprints, specs, contracts
• Takeoffs - your measurements and quantities
• Quotes - estimates you create for the job
• Team Members - people assigned to work on it
• Budget & Invoices - financial tracking

Creating Your First Project

Click New Project

From the dashboard, click the + New Project button in the top right.

Enter Basic Information

Set the Project Status

Choose where this project is in your pipeline:

Add Team Members (Optional)

If you want others to access this project:

1. Click Add Team Members
2. Select people from your team
3. They'll see this project in their dashboard

Click Create

Your project is now ready. You'll be taken to the project dashboard.

Uploading Plans

Now add your construction documents.

Go to Documents

In your project, click the Documents tab.

Upload Files

You can upload in three ways:

1. Drag and drop files directly onto the page
2. Click Upload and select files
3. Email plans to your project email address (found in settings)

Supported File Types

Organize Your Documents

After upload, organize files by:

• Renaming - Click the document name to edit
• Categorizing - Set document type (Plans, Specs, Contracts, etc.)
• Archiving - Hide old revisions without deleting

Starting a Takeoff

Ready to measure your plans?

1. Click on any uploaded plan document
2. Select Open in Takeoff
3. The plan opens in the measurement workspace

Continue to our Takeoff Overview to learn how to:

• Calibrate the scale
• Run AI detection
• Use manual drawing tools
• Export your quantities

Project Dashboard Overview

Your project dashboard shows everything at a glance:

Next Steps

• Takeoff Overview - Start measuring your plans
• Creating Quotes - Turn quantities into estimates
• Project Stages - Break work into phases