Getting started: sign in and first project

This guide takes a new user from sign-in to the first reviewed count. You need a modern desktop browser, an invitation or early-access account, and a PDF you are permitted to upload.

1. Join the organization

An organization Owner or Admin normally sends an invitation from Organization admin → Invitations. Open the invitation link from the intended email address.

1. Review the organization and role shown on the invitation page.
2. Accept the Terms of Service.
3. If this email is new, create a password of at least 10 characters that is not on the common-password blocklist.
4. If the address already belongs to an account, accept the invitation and then sign in normally; the link does not bypass that account's password.

Expired, revoked or already-used links cannot be accepted. Ask an administrator to use Resend; resending replaces the old token. See Accounts and project access.

2. Sign in

Open the login page and choose one available method:

• enter Email and Password, then Sign in;
• choose Continue with Microsoft if Microsoft Entra ID has been configured for your organization;
• use Forgot password? to request a reset email.

A new self-service account may also require email verification. If the organization requires two-step verification, PlanRelevé emails a six-digit code after the password step. The code expires after 10 minutes. Trust this device avoids another code on that browser for 30 days; do not use it on a shared workstation.

Use the FR/EN language control in the application header. The choice affects UI labels and bilingual exports where a language option is offered; it does not translate project names or user-entered class descriptions.

3. Create the project

UI path: Projects → New project

Permission: organization Editor, Project Manager, Admin or Owner. A Viewer cannot create projects.

1. Enter a clear Project name, such as the site and bid revision.
2. Choose one .pdf file.
3. Select Upload.
4. Keep the tab open through Uploading…. The service then shows Analysing pages… while it creates page records and drawing artefacts.
5. When processing completes, PlanRelevé opens the project dashboard.

Uploads and generated artefacts count against the organization's storage allowance. An inactive paid subscription blocks new uploads. If an upload is rejected, verify that the file is a real PDF, is not password-protected or corrupt, and is within the organization's plan/storage limits. Retrying creates a new project; it does not append to the failed one.

4. Triage the pages

UI path: Projects → open the project

Each row shows the page number, page name, mode and review links.

1. Rename ambiguous pages with the name field.
2. Check the mode: Vector + text, Vector or Scanned.
3. Clear Enabled on cover sheets, specifications, schedules or details that should not enter takeoff.
4. Open one representative floor plan in Review & count to verify the rendering.

Disabled sheets remain in the project and PDF exports, but PlanRelevé skips them for normal review navigation, detection, counts, BOM and estimate calculations. Re-enable a sheet before expecting it to contribute quantities. See Projects and pages.

5. Build the symbol legend

UI path: project dashboard → Legend

Permission: Editor or Project admin to save symbols.

Choose the least ambiguous source:

1. If the PDF contains a legend, choose its page and select Scan legend.
2. Inspect the proposed label/symbol rows, correct class names, select the useful rows and choose Save selected.
3. If no legend exists, use Add from plan: choose a page, draw a tight box around one clean symbol and enter the class/description.
4. You can also choose a built-in symbol or upload an icon when a visual stamp is sufficient.
5. Confirm only the legend items you intend to detect or use in assemblies.

A tight, representative crop is more useful than a large box containing adjacent text or walls. On a scanned drawing, prefer a high-contrast occurrence. See Symbols and legends.

6. Set the scale

UI path: project dashboard → page Cables & pipes, or page Review & count → Calibrate

1. Select Set scale or Calibrate.
2. Click the two ends of a known dimension.
3. Enter its real length, such as 12' 6", 12.5 ft or 3.8 m.
4. Confirm that the scale status changes from Not set to a points-per-foot value.
5. Use Ruler or Measure on a second known dimension.

Scale is stored per page, not per document. Calibrate every sheet used for lengths, areas or coverage overlays. See Scale and units.

7. Run and review a count

UI path: page Review & count

1. Leave the default detection controls for the first run.
2. Decide whether All enabled pages is appropriate; otherwise run only the current page.
3. Leave Auto-confirm off until your organization understands its quality controls.
4. Select Run detection. Work continues as a background job; the current browser can assist with computation and the server takes over if assistance is unavailable.
5. Read the result summary: created boxes, replaced boxes, skipped pages and any weak-class warning.
6. Choose Review queue. For each item choose Confirm, Ignore or Needs review.
7. Add missing devices with the symbol palette or Draw box.
8. Check Inventory and compare visible populations at full-page and zoomed views.

Candidates do not enter default counts; confirmed and manual detections do. An ignored box remains as review history but is excluded. See Review and quality control.

Before moving to estimate

Do not proceed on the strength of one total alone. Confirm that:

• all scope pages are enabled and calibrated where needed;
• each class uses a clean legend signature or a plan-side example;
• clusters, rotated devices and low-resolution areas were checked;
• candidate populations were resolved;
• assemblies and project prices match the bid scope.

Continue with Cables and pipes, BOM and quantities or Estimating.