Workspaces

A workspace is where takeoff happens in Tidy. It belongs to one project (bid) and holds a list of sheets from that project's drawing PDFs, plus every measurement and markup drawn on them. Only the people you add can open it, unless an admin opens it to the whole company.

Your budget reads its quantities from workspaces, so the numbers you measure here are the numbers you price.

#Where to find it

• Sidebar: Workspaces (under Home). A badge counts drawings teammates added since your last visit.
• From a bid: the Files tab has a Workspaces view, and the bid's right-click menu has Open workspace.
• Clicking a plain file anywhere else opens a read-only preview with a Start takeoff in a workspace card.

#The Workspaces page

• Tabs All, Mine (only you can open it) and Shared (more than one person can).
• A search box that matches project, client, workspace, file and people names, and a sort by recent activity, bid due date or project name.
• One collapsible heading per project. Each card shows the drawing cover with its sheet count, who shared it, members, your access (Can edit or View only), its files and when it was last updated.

#Inside a workspace

The bar across the top holds:

• Co-work (show the app sidebar) and Agent (open the chat beside the drawing).
• The workspace name. Click it to rename.
• Drawing, Project Details, Budget and Proposal buttons, which switch the pane to that page of the bid.
• The save state, AI Takeoffs Pending, Download, Activity, the members, Share and Copy agent token.

The drawer on the right has tabs:

#Sheets

A sheet is one page of a drawing PDF. Tidy reads each page's sheet number, title and revision from the title blocks when the drawing is uploaded. If a value is not clear, Tidy leaves it blank instead of guessing. You can always rename a sheet: double-click it in the Sheet List, or open Sheet info... and click Edit. Your value is never overwritten.

• The Sheets button opens a grid of every sheet with thumbnails. From there you can select sheets to Download, Set scale on many at once, or Ask AI about them.
• Delete on a sheet rules it out of the workspace. The page is hidden but its markups are kept, and Restore brings it back.
• Drag to reorder. Cut and Paste move sheets.
• The Add menu beside the Sheets search has Upload revised sheets..., Insert sheets from another file... and Replace with a newer page....

#Revised sheets and addenda

Use Upload revised sheets... for a reissue or addendum. Matching sheets move to the new version with their markups, scale, RFIs and observations, and new pages are added. Compare overlays the old and new sheet (red and blue, side by side or swipe) and Quantity changes shows how the takeoff moved.

#Members and access

Click Share and use the Internal members tab to add teammates. Admins also see All company, which gives everyone in the company edit access, including people who join later.

Only the person who created a workspace, or an admin who is a member, can delete it.

#One workspace per discipline

When the Tidy agent sets up a drawing set, it makes one workspace per discipline (Architectural, Mechanical, Electrical and so on) plus a General workspace for cover sheets. You can organize your own workspaces however you like.

#What the agent can do

The agent can list, create and open workspaces, add drawings, rename, reorder and rule out sheets, search sheets, manage observations and compare revisions. Over MCP these work with no Tidy tab open.

#Related

• Set up a workspace
• Takeoff tools
• AI takeoff