reviewing plans

What's on the project detail page when I open a submittal?

Where: Click a project card from the Plan Reviews queue

What's on the project detail page when I open a submittal?

Quick answer: Opening a submittal lands on /projects/{id}. The page has a "Review complete" hero with Duration and Analysis steps stats, then two tabs — Findings and Corrections Letter. Findings is where you spend most of your time; Corrections Letter is the draft you'll issue after triage.

The layout

RegionWhat it is
← Back to dashboard (top-left)Returns you to the queue.
Review complete (hero)Confirms the AI finished. Under it: Duration (e.g., 12m 3s) and Analysis steps (e.g., 38).
Findings tabThe split-pane workspace: findings list + sheet viewer + tools.
Corrections Letter tabThe draft letter, organized by section, ready for you to review and issue.

The toolbar under the tabs

On the Findings tab, the toolbar (left to right):

  • List — view-mode dropdown (List / Sheet / Focus). See View modes.
  • Fail N / Flag N / Pass N — filter pills. See Fail / Flag / Pass filters.
  • Search findings… — filter the list by text, code section, or tag.
  • Assistant — toggles the Plan Review Assistant drawer. See Assistant drawer.
  • N/Total — your triage progress ring. Fills as you Accept, Reject, or Modify findings.
  • Bluebeam — Export / Import dropdown. See Bluebeam round-trip.
  • Finalize & Issue (green) — generate the letter when triage is done. See Finalize & Issue the letter.

Scrolling past the fold

At the very bottom of the page is a Reset & Run Again button. Use with care — it re-runs the AI from scratch. See Reset & Run Again.

Related

Related

What's on the project detail page when I open a submittal? · CrossBeam Permits Help