Getting started
Create a new project
Enter current project details, add contract documents and an NDA, and confirm that every file is ready for analysis.
Step-by-step
Follow these steps
Create the project
From the Projects page, select Add Project.
Enter the project name, jobsite address, city, state, market sector, and the other requested details. A complete location is required for Bid List Agent market recommendations.
Save the project. After document processing, review any automatically detected building, demolition, or building-skin information in Project Information and resolve fields that still require a selection.
Open Contract Documents
Inside the project, select + Documents and choose Contract Documents.
Contract documents are the source for scope analysis, checklists, change tools, and package reviews.
Upload the drawings
Upload a PDF containing plan sheets only. Keep each upload under 150 MB; split a larger set into multiple files.
Enter a recognizable version such as Issued for Bid, Addendum 1, or Revision 2 and choose the document date.
If the project uses buildings, wings, phases, or another area structure, assign a Project Area so later results remain easy to filter.
Confirm the drawing sheet list
Choose the sheet types and sheet numbers to include, then select Submit.
Upload a complete set whenever possible. A project can contain up to 1,300 sheets; large sets may take longer to process.
Upload specifications
Select + Documents again, choose Specifications, and upload the specification PDF.
Enter the version and document date, then continue.
Confirm specification sections
Review the extracted specification numbers and titles.
Correct any missing or mislabeled section before submitting the file.
Add supplemental bid documents
Upload schedules, logistics plans, alternates, bid instructions, and other files that bidders must acknowledge.
ScrubPlan can use these supporting documents when it creates package checklists.
Monitor document ingestion
Follow the drawing and specification progress indicators while ScrubPlan extracts the files. Open ingestion history to review recent processing activity.
Retry a failed or unavailable sheet from the ingestion status when that option appears. You can queue Auto-Analyze while ingestion finishes; ScrubPlan starts it when the required documents are ready.
Assigned project users receive an activity notification when the background work is ready for review.
Manage the project NDA
Open Project Information and find the NDA section.
Upload the agreement bidders must accept. Use View to confirm the active file, and Replace when a new agreement supersedes it.