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Clients, addresses and projects

A project needs only a name; a client and an address are optional records shared across projects.

Your workspace already has one project before you make any: the Example project, a two-floor house with its floor plans, put there to be opened and taken apart. See your workspace.

A project is one job. It holds one plan and may name a client and an address. Clients and addresses are kept once in the workspace and picked again for later projects; correcting one updates every project using it, while saved versions keep what they printed.

Create

Where to find it: Home › New project

Enter a Project name, optionally pick or add a client and an address, and choose Create project. The drawing opens. Details: create a project and add a client or an address.

Change later

Where to find it: open the project › Properties › Project › Project details › Edit

Renaming, changing the client or clearing the address happens inside the drawing, not on Home. See rename a project.

Archive, duplicate or delete

Archiving makes a project read-only and frees a place under the project limit; see archive or restore a project. A project can also be duplicated, and an Owner can delete one for good.

Take a project offline

Where to find it: Home › a project's Offline switch

Turn Offline on for the projects you need on site. They are kept on this device and open with no internet. See work without internet.

Next: the drawing.