Document Center

Open Documents from the section navigation. The Document Center opens on Client. Other tabs are Supplier & Procurement, Discussions and Survey reports, with procurement and collaboration options depending on the available plan features.

For an existing report, use its View Document, PDF export or Share Document action. A report that has not been generated offers Generate & view or Generate & share. If the design, pricing, relevant planning data or included-hidden-item scope changed, the app refreshes the report before use. Regenerate explicitly updates it. May be outdated signals a snapshot that needs attention; resolve a failed refresh before treating output as current.

Use Include hidden items deliberately; it defaults off for reports that support the option. Open Planning report options to choose tasks, decisions or both for Project Tasks. A decisions-only Project Tasks report is a Decision log. Include pending decisions, Include decision reasons and Include Decision log in Project Notes are optional. Omitting reasons keeps the decision outcome. Reopened decisions are reported as pending without their previous resolution. Decisions do not count toward task totals or appear as work in the project schedule. Changing applicable options updates the next explicitly generated report; background refreshes preserve the snapshot’s saved options. Planning edits can mark Project Tasks, Project Notes and the project schedule as outdated without marking an unrelated cost summary or plant list outdated.

Design views are saved captures; they are not generated merely by opening Documents. Saved AI renders, slideshows and drone-flight outputs use their own creation workflow. Use the available View, export and Share actions for each artifact; do not expect Regenerate to recreate an image automatically.

Choose the intended audience before generating or sharing. Client cost summaries hide the internal material/labor breakdown and pricing audit; designer-only working reports are excluded from share selection. Visible line totals and quantities can still reveal an effective selling price. Review the actual report before sharing. Supplier order reports can be scoped to a named supplier. The Survey reports tab contains internal working reports.

Use Share Document on one row or select several items for a package. Existing packages offer copy, preview, enable/disable and deletion actions. Discussions aggregates feedback across the project’s packages. Its open-feedback badge counts links that are active and not expired; older discussion history may still be visible.