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Guides How work is organized

Guides

How work is organized

One-person shop or a large GC: same nouns. You sign in as yourself. Organization holds Projects. A Project holds Documents. Who can open a Project lives on that Project, not on every PDF.

You don't log into the company. You sign in as yourself, then you belong to an Organization. Signup mints My Organization with no Project. Create a Project, then upload. That is the first cabinet. You can ignore Members, Collaborators, and Teams until a second estimator, a GC, or a guest shows up. If a second person needs the same set, start with Working together. No install to open the desk: Browser desk. Same Project on a Mac is cloud sync. Two people measuring at once is realtime multiplayer collaboration. If a PM should View without a measuring seat, see who can open a Project. Archived work sits in Trash for 30 days. Restore the Project and the drawings come back with it. The measuring loop is still calibrate, measure, CSV. The desk reads the scale on the sheet, including viewports and letters drawn as lines: scale detection. Craft notes (Bluebeam to Excel, stairs and rails, scale) live under Resources.

You sign in as yourself

Everyone keeps their own login. Invite by email. They click the link and join. You cannot create their account for them. One login can sit in more than one Organization. Recents lists every Project this identity can open. There is no company switcher. Organization members and Project collaborators are the invite walks.

Same nouns as you grow

One estimator and a large GC are not two products. You turn the same knobs further.

When What you actually use
One person Recents, one Project, Add a Document. Browser or the Mac/Windows app. Ignore Members, Collaborators, and Teams.
Second person in the shop Invite them as an org member. Keep All members can edit. Both measure on the same live Project.
Outside estimator or a GC's PM Project invite: a guest, View or Edit. Don't put them in the company directory.
You measure on their set They Share you as a guest. Keep your own Organization for bids you own. Two setups.
Departments, many bids Restricted Projects, Teams, maybe a second Organization for a second company.

If you came from Revu: the open PDF is still a Document. The drawings live in a Project. There is no Studio as a second app, and no Session to Finish. Markup names on the desk stay Revu. Who can open what is this cluster: one app, in the browser or a Mac/Windows install, even offline after you open the sheet. Two people at once is Working together.

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