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Projects

A single project workspace covers everything on site β€” assets, IP, topology, defects, acceptance, meetings, materials and daily reports β€” with AI assisting meeting notes and report design.

15
Workspace tabs
11
Project sub-features
AI
Meeting transcribe + summary
100%
On-site digitized
Floor plans Β· AutoCAD

Open AutoCAD drawings directly; pin defects right on them

Upload AutoCAD DWG / DXF files and view, zoom and inspect layers straight in the browser β€” no CAD software required. Manage by category (all / per floor); defects are pinned on the plan so locations are instantly clear.

  • Native AutoCAD DWG / DXF parsing β€” view, zoom, toggle layers online
  • Switch categories: all / 1F / 2F / B1
  • Defect pins with status colors
Floor plans
All 1F 2F B1 Upload DWG / DXF
Server rm
Office
Lobby
1
2
3
Defects
Add defect3 open
#DefectLocationOwnerStatus
1Ceiling leakOfficeChenOpen
2Loose socketServer rmLinIn progress
3Paint scratchLobbyWangDone
Defect management

Pin defects to plans, assign owners, track to closure

Each defect links to a plan location, gets an owner and a status (open / in progress / done) β€” all clear before acceptance.

  • Two-way link with plan pins
  • Track status and owner at a glance
Daily reports

AM/PM man-hours auto-summed daily, with site photos

Log each task per day; AM and PM hours sum automatically, and every item can carry site photos for clear progress and effort tracking.

  • AM / PM hours auto-summed
  • Site photos per work item
Daily report Β· 2026/06/27
Work itemAMPMTotalPhotos
Rack install437πŸ“·πŸ“·
Cabling448πŸ“·
Total hours8715

All features

01

Project workspace

One workspace per project, organized in tabs.

  • Tabs: overview, tasks, issues, meetings, floor plans, defects, assets, systems, IP, topology, acceptance, toolbox meetings, materials, daily reports and documents.
  • Partial AJAX navigation keeps you in the project context.
02

Assets & systems

Fully document the project's device and system assets.

  • Devices and systems can bind multiple NICs to mirror real rack setups.
  • Acts as the source for acceptance checklists and IP management.
03

IP management

Manage the project's IP allocation with a full change history.

  • IP changes auto-create versions you can trace back.
  • Print to PDF via XtraReport with cross-row cell merging.
  • The print dialog includes a layout designer with an AI assistant.
04

Network topology

Diagram the project's network architecture visually.

  • Drag-and-drop topology showing devices and their links.
  • Mirrors the asset/system data for an at-a-glance site view.
05

Acceptance (templates + records)

Company-wide acceptance templates generate checklists from assets in one click.

  • Two-level shared templates applied by device/system acceptance category.
  • Failed items require notes and support per-item photo evidence.
06

Toolbox meetings

Pre-work meetings from custom templates, with on-site signatures and designable print layouts.

  • Custom template fields (single/multi-line/image); image fields can pull from project floor plans.
  • Workers sign by hand (saved as image); PDF includes content, floor plan and signature area.
  • Each template's print layout is customizable in the in-browser report designer (saved as REPX), with an AI layout assistant.
AI: layout assistant
07

Materials

Consolidate material usage for the project.

  • Aggregates the project's material requisitions and purchase requisitions (read-only).
  • Add custom materials for items outside the system flow.
Links to: Requisitions / Purchasing
08

Daily reports

Record on-site work and man-hours by day.

  • Header and items are separated: report list on top, the selected report's items below.
  • Each item has AM/PM man-hours (auto-summed) and supports site photos.
09

Meeting notes (AI)

Turn voice meetings into text, summaries and project-aware insights.

  • Upload/record audio β†’ Gemini transcribes β†’ summarizes with task/issue/stakeholder/asset/system/acceptance context.
  • AI suggests tasks/issues; they're created only after you approve them.
  • The editor embeds an online Word editor and prints to PDF.
AI: transcribe + summarize
10

AI report design

Design print layouts in plain language.

  • Print dialogs for IP, acceptance and cable lists all offer layout design.
  • The AI assistant generates/tweaks column order, width, orientation, grouping, colors and logo, saved as REPX and auto-applied.
AI: layout assistant
11

External collaboration

Let contractors or clients safely join specific projects.

  • Create external accounts scoped to chosen projects; they see only those workspaces.
  • Permissions go down to 14 workspace features Γ— CRUD.
Links to: Access control

Bring the whole job site online

Start free and spin up your first project workspace.