Projects

Manage active packages · archive completed work · open models & BOQ

Project Tracker

Browse projects like folders — commercial and execution in one place

Settings

Workflows, user directory, and roles & permissions

Workflow Templates

ISO-aligned project lifecycle stages — create, edit, duplicate and assign to projects

User Directory

Manage users, teams, roles and access — cloud auto-save only (no local storage)

Cloud only · auto-save on

Roles & Permissions

Define what each role can see — changes auto-save to the cloud (no local save)

Zone visibility — crystal clear

Roles set the default. Project Access (per project) assigns users & teams. Together they decide what appears.

Projects · Model

Project Model

  • Visible to: Everyone on an assigned team / user / role for that project
  • Not visible to: People not assigned on Project Access
  • Includes: Open Model, View Model, 3D façade workspace
Projects · Confidential

BOQ & Payment

  • Visible to: Only roles with BOQ & Payment = View or Manage
  • Not visible to: Facade Designer / model-only roles (keep BOQ = No access)
  • Includes: Dashboard BOQ & Tracker buttons, Load BOQ, Payment Report
Projects · Money

Project Values

  • Visible to: Roles with “View values”
  • Not visible to: Roles with Values = Hidden (amounts blanked)
  • Includes: Contract value, payment figures, financial columns
Other zones

Tabs & Settings

  • Visible Tabs: which top-nav items appear
  • Settings / QC / Reports: controlled by each permission row in the role editor
  • Planning tab: under Projects — separate Planning permission

Companies

Super Admin — manage all tenant companies, users, and projects across the platform

Super Admin Each company is fully isolated. Company Admins manage their own users and roles. Super Admin controls every company.

Dashboard

Summarized project briefs — progress, units, and financial snapshot at a glance

QC Department

NCR & Observation Reports — issue → clarification closes · Admin/QC may Hold, Cancel, Resolve or Delete

Reports

Professional Excel

Click GENERATE to build the progress report.

Open Ticket

Submit support requests, bug reports, and feature questions

New ticket

Describe your issue — linked to a project when selected.

Screenshots (optional, up to 5)

Click Choose screenshot or drag an image here. Use Add for more (max 5).

All tickets

Your submitted tickets appear here.

Help

Role-based beginner tutorials · quick guides · support

Activity Center

Users · Activities · History — detailed audit trail with selective restore (one activity, only its units)

Restore rolls back only the units in that activity. Later updates on other units stay unchanged.

No activity recorded yet.

Project Name

Floor
Elevation
100%
Views
Navigation
100%
Select = click units · Right-drag = orbit · Middle = pan · Z = zoom to selection · Ctrl+hover = zoom to object · Ctrl+Z/Y = Undo/Redo
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