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Dashboard and pages

The project dashboard is the control centre for sheets and project-level workspaces. Page inclusion decisions made here affect detection, quantities and estimates throughout the project.

Open the dashboard

UI path: Projects → select a project

Any user with View project access can open it. Renaming a project or page, changing Enabled, archiving, re-analysing or creating a revision requires an editing role.

The header provides project-level links such as Legend, BOM, Parts, Estimate, Revisions, Members and AI Copilot. Which actions succeed depends on your effective project and organization permissions.

Read a page row

Each PDF sheet becomes one numbered row. Use these fields before takeoff:

  • Page number: the stable sheet position in the uploaded PDF.
  • Page name: user-editable name, often improved after analysing embedded title text.
  • Mode badge: Vector + text, Vector or Scanned.
  • Enabled: whether normal workflows include the sheet.
  • Review & count: opens symbol review/detection.
  • Cables & pipes: opens scale, run and area tools.

The dashboard may also identify revision-related content once a revision is uploaded. Revision matches are managed under Revisions, not by overwriting the original page row.

Interpret drawing modes

Vector + text means the PDF page contains drawing objects and embedded text. PlanRelevé can use geometric signatures, labels and wall/reference axes.

Vector contains usable drawing geometry but little or no embedded text. Exact line/path matching is still available, while label assistance may be weaker.

Scanned is image-based. The plan still renders and supports manual placement, scale, cabling and areas, but matching uses raster contours/templates and needs more visual review.

The badge describes the page content PlanRelevé found; it is not a quality score. A badly exported vector page can be harder than a clean scan, and a single PDF can mix all three modes.

Rename pages

  1. Click the current page-name field.
  2. Enter the drawing number and title in a form your team recognizes.
  3. Save/leave the field as the UI directs.

Renaming improves navigation and exports but does not change the source PDF. Use the actual drawing number when preparing revisions; page names help CAD/drawing matching.

Disable a non-scope page

  1. Find a cover, schedule, detail or other out-of-scope page.
  2. Clear Enabled.
  3. Verify that the row shows the disabled state.

A disabled page:

  • remains stored in the project;
  • remains available in the source/annotated PDF flow where the full plan set is preserved;
  • is skipped by the normal enabled-page navigator;
  • is skipped by automatic detection and automatic all-page reruns;
  • does not contribute its detections to standard counts, BOM or estimate;
  • does not contribute cable paths or areas to aggregate exports.

If you follow a saved link to a disabled review page, PlanRelevé redirects to the most recently opened enabled page or the first enabled page. If every page is disabled, review workspaces cannot select a sheet. Re-enable at least one row.

Recovery: if a class disappears from inventory, first check whether its page was disabled. Re-enabling restores existing takeoff records; you do not have to redraw them.

Inside Review & count and Cables & pipes, use the page selector to move between enabled pages. PlanRelevé remembers the last page opened in that browser for about 30 days, per project and workspace. This convenience state is browser-local; another team member may open a different sheet.

Use consistent names and disable noise before running All enabled pages. This reduces background work and avoids candidate populations from legends, schedules and details.

Re-analyse pages

UI path: project dashboard → Re-analyse pages

Use this when initial processing failed, a worker was temporarily unavailable or drawing artefacts appear incomplete. Re-analysis rebuilds page modes and derived data from the stored PDF. It is not a replacement for uploading a revised drawing set.

Before starting:

  • make sure no teammate is actively relying on the page while derived artefacts refresh;
  • preserve reviewed quantities/exports if the project is already issued;
  • use Revisions → Upload revision PDF for a new plan issue.

If processing remains in a queued or running state, check the global Jobs indicator. A failed job should display an error; retry after verifying the PDF and contact support if the same page fails repeatedly.

Archive or delete

Archiving hides a project from the active project list without immediately destroying it. Owners/admins can use Organization admin → Archived projects to find archived work. Deletion is a separate, consequential action and may be blocked by organization/privacy rules or performed through an approved deletion request.

Page setup checklist

Before detection, cabling or areas:

  1. Confirm the correct PDF and revision.
  2. Rename relevant sheets.
  3. Disable non-scope sheets.
  4. Open representative vector and scanned pages to inspect rendering.
  5. Set scale on every measured page.
  6. Confirm the legend source and page-side examples.

See also