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Plan Management

Learn how to upload and organize project plans and documents in STACK; and use STACK search tools to quickly find the industry-specific project details for the work you do.

19 articles
MMatt Hayden avatarJustin Ogilby avatar+2
Written by Michelle Reeves, Matt Hayden, Justin Ogilby and 2 others

Project List

How to search and filter your project list to quickly find and manage your projects.
M
Written by Michelle Reeves. Updated yesterday

How to Upload a Project

Learn how to upload PDF, ZIP, TIFF and JPG files into your project
Matt Hayden avatar
Written by Matt Hayden. Updated over a week ago

Uploading Additional Plans and Documents

How to upload plans and other documents into a new project
Justin Ogilby avatar
Written by Justin Ogilby. Updated over a week ago

How to Utilize STACK Without Blueprints

There are several options for using STACK without plans
Katie Blue avatar
Written by Katie Blue. Updated over a week ago

Using Google Earth Images in Place of Drawings

How to download a Google Earth image to create a takeoff in STACK if you don't have a drawing.
Justin Ogilby avatar
Written by Justin Ogilby. Updated over a week ago

Copy a Project

How to copy individual plan pages within an existing project or copy an entire project to create a new project in your account.
M
Written by Michelle Reeves. Updated over a week ago

How to Create and Manage Projects and Events

Learn how to create, navigate, and manage your projects and events on the bid calendar and project list view.
Katie Blue avatar
Written by Katie Blue. Updated over a week ago

Create Folders to Organize Your Plans

How to create folders and subfolders to organize project plans and documents.
M
Written by Michelle Reeves. Updated over a week ago

How to Organize your Project Documents

The Plans and Documents section
Justin Ogilby avatar
Written by Justin Ogilby. Updated yesterday

How to Manage Your Drawings and Other Project Documents

An overview of organizational features for your plan sheets and other project documents such as autoname and automatic hyperlinking.
Katie Blue avatar
Written by Katie Blue. Updated over a week ago

How to Use Text and Keyword Search

How to quickly search plans and find relevant sheets and details.
Katie Blue avatar
Written by Katie Blue. Updated over a week ago

How to Add Project Notes

Quickly document information pertaining to the project
Matt Hayden avatar
Written by Matt Hayden. Updated over a week ago

How to Rotate Your Plans

Learn how to fix the orientation of your plans if they upload incorrectly.
Katie Blue avatar
Written by Katie Blue. Updated over a week ago

How to Use Plan Overlay

Here's an overview of how to visually see the difference between multiple plan sheets.
Katie Blue avatar
Written by Katie Blue. Updated over a week ago

How to use Automatic Plan Hyperlinking

How STACK can quickly link to plans with details
Justin Ogilby avatar
Written by Justin Ogilby. Updated over a week ago

How to Print or Export

How to download project documents and reports from STACK so you can print them.
Katie Blue avatar
Written by Katie Blue. Updated over a week ago

How to Delete Plans

Deleting Thumbnail Plans
Matt Hayden avatar
Written by Matt Hayden. Updated over a week ago

How to Use Label Groups

If you need to organize your takeoffs or reports, labels can help sort your data to meet your needs.
Katie Blue avatar
Written by Katie Blue. Updated over a week ago

5 Ways to Stay Organized During the Project Planning Phase-Webinar

Learn tips and tricks for navigating your digital plan sets, best practices when preparing your project documents to maintain consistency.
Sarah Nimersheim avatar
Written by Sarah Nimersheim. Updated over a week ago