How do I manage a whole plan set — sheets, revisions, reviews — in one place?

The project dashboard

The folder icon in the header opens a dashboard tab: create, rename, and delete projects, then upload plan sheets to the one you are working. Each sheet lists its page count, size, and upload date — the set stays a set instead of a pile of loose files.

Sheets that open and share as documents

Open drops a sheet into the editor as a tab bound to its project — measure, mark up, and pin tasks on it like any document. Share creates a collaboration link for that sheet specifically: reviewers join through the URL and their markups and pins sync to the shared document, so a sheet sent to the field and a sheet on your desk are the same file, not emailed copies.

Everything the set produces, aggregated

• Task Photos — every photo attached to inspection-task pins across the project’s open sheets, sortable by date, assignee, category, task, page, or sheet.
• AI Plan Comments — findings saved by plan-review runs, filterable by severity, category, and status, and grouped by the revision they were filed against.
• Status that moves — a finding still present in the next review run flags still-not-fixed; one that disappears marks resolved.

Set-wide operations from the command line

Open a set of sheets as tabs and the FOLDER: namespace treats them as one job: SCALE_SYNC applies a verified calibration across every sheet, TAKEOFF_REPORT aggregates all measurements into a master CSV, PLAN_CHECK reviews the set, SLIPSHEET compares revisions, plus batch flatten, DXF conversion, title-block auto-naming, preflight, and submittal-log extraction. The things that take an afternoon per sheet take a command per set.

Where the data lives

Projects, sheets, and review findings live in your cloud workspace — this is the one workflow built around stored documents rather than files that stay purely local. Tabs still do the day-to-day work in the browser; the dashboard is what makes the set cohere between sessions and people.

Doing it in PDFDepth

Header → folder icon opens the dashboard. Upload sheets to a project, open them as tabs, share the ones going out for review, and run the FOLDER: commands from the command line (Ctrl+9) when an operation should hit every sheet at once.