Projects
A project is the building, not the calculation. Chats, models and files belong to one, and the project carries the data that every report from it starts with: the building project, the client, the planner, your company details and the cover page.
Setting a project up once is what makes the tenth report as correct as the first.
What a project holds
| Group | Fields |
|---|---|
| Company | name, logo, address, phone, email, website |
| Project | display id, building project, location |
| Participants | client, planner with contact and address, contractor |
| Cover page | document title, cover image, date, note |
None of it is required to calculate. It is required for a report that looks like it came from your office rather than from a tool.
Example: you set the company logo, the planner block and the client once. Every PDF exported from any chat in that project opens with the correct cover page, and nobody retypes an address into a document again.
How many you get
| Plan | Projects | Models |
|---|---|---|
| Free | 1 | 3 |
| Starter | 5 | 25 |
| Professional and Enterprise | unlimited | unlimited |
The free plan's single project is not a restriction on calculating, it is a restriction on organising. You can do the same work in it; you just cannot separate two buildings.
Working in a project
Pick the project in the sidebar, and new chats belong to it. A chat that started outside a project can be moved into one, which is the usual case: the work begins as a question and becomes a project once it is clear it will produce a document.
Fill the cover page fields before the first report, not after. Editing chapter text is cheap, and re-exporting a PDF because the client's name was missing costs 2 credits every time.
Where to go next
- Reports for what the cover page becomes.
- Chats for how conversations are organised inside a project.
- Plans and credits for the full limit table.