Set up a workspace

#Create the workspace

1. Click New workspace. It is on the Workspaces page, on a bid's Files tab, and in a bid's right-click menu.
2. Pick the project. If the bid is not in Tidy yet, choose Add new opportunity.
3. Tick the drawing PDFs, or drop a new PDF in the box.
4. Change the Name if you like. It starts as the drawing's file name.
5. Click Create workspace.

You land inside it. Tidy reads each page's sheet number and title from the title blocks. On a big set a "Reading sheet names" notice shows progress.

#Check the sheets

1. Open the drawer on the right and pick the Sheets tab.
2. Scan the numbers and titles. Double-click one to fix it. Your fix is never overwritten.
3. Delete sheets you do not need, such as cover sheets for a trade that is not yours. They are only hidden, and Restore brings them back.

#Set the scale on many sheets

1. Click Sheets at the top left of the drawing to open the grid.
2. Select the sheets that share a scale (or Select all sheets).
3. Click Set scale, choose the preset and apply.

#Share it

1. Click Share in the top bar.
2. On Internal members, add teammates as Can edit or View only.
3. Admins can tick All company to give everyone access.

#Load an addendum

1. Upload the new drawings to the bid's Files tab.
2. In the workspace, open the Add menu beside the Sheets search and choose Upload revised sheets....
3. Pick the new file. Matching sheets move to the new version with their markups. New pages are added.
4. Check the Review tab for markups to confirm, and use Compare and Quantity changes to see what moved.

#Ask the agent

"Set up workspaces for the drawings on this bid." The agent groups the set by discipline, names the workspaces and reads the sheets. It asks you before it creates anything.

#Related

• Workspaces
• Run a takeoff