Start with the project
Record the project name, address, office, and PM. Keep contacts and additional project fields available as the work develops. The PM on file provides the project context used on applicable outputs.

Make the review repeatable: establish the project, work from the issued documents, inspect the findings, and carry the reviewed work forward.
Follow the project’s position, outstanding work, and next decision through the review.
Record the project name, address, office, and PM. Keep contacts and additional project fields available as the work develops. The PM on file provides the project context used on applicable outputs.
Upload the source PDFs and identify their discipline. Confirm the project details and the set to review before preparing an extraction job. Uploading a file is a separate step from starting processing.
The initial extraction provides the basis for the first review outputs. Keep job status visible and separate completed work from work still processing or awaiting review.
Open the relevant source context. Read the issue, add project knowledge, and decide what needs clarification, correction, acceptance, or further review.
Review distinct deliverables for RFIs, takeoffs, scopes, and reports. Reconcile corrections against the source and the expected output format before treating a package as final.
Organize takeoff by division and carry the relevant scope decisions and unresolved exceptions into the receiving team’s package.
PM judgment belongs alongside the engine’s work. A note should have a purpose: clarify the record, change an interpretation, resolve a question, or identify a required follow-up.
See the source and the proposed interpretation together.
Record the PM’s direction and the reason it matters to the project.
Check the affected output against the correction before issuing the next revision.
See how drawing review, project decisions, and takeoff fit together—and what a connected handoff could mean for your teams.
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