Documents
Finding Projects, Plans, and Sheets
Find work through project search, tags, pins, Last takeoffs, Shared with you, quote search, or the All pages grid.
See it in BuildVision AI
Projects home
Start a takeoff, resume Last takeoffs, search and filter projects, use pins and tags, restore archived work, and open projects shared with you.
- Takeoff launchpad and Last takeoffs
- Search, tags, pins, and archive restore
- Shared with you and pagination
What you'll accomplish
Choose the right discovery surface for a project, plan, or page.
Steps
- Search the Projects list by project name, customer, or address.
- Filter projects by Pinned or a project tag, and use Last takeoffs when the plan was touched recently.
- Use Shared with you for accepted external project invitations.
- Open the project folder for its Plan and Takeoff rows.
- Inside a multi-page plan, open Sheets to find item and pending counts by page.
What to expect
- Project search has explicit no-match copy.
- Quote search separately covers quote number, title, and customer plus a status filter.
- The current All pages/Sheets grid has no search field or discipline filter.
Good to know
BuildVision AI does not currently provide OCR/full-text document search, document-level tags, saved filters, general document types, or cross-workspace search. Project tags are a separate shipped feature.