AI Plan Check Export Formats & Delivery Options

Access your results in a web-based dashboard where you can:

• Filter issues by severity (Critical, High, Medium, Low)
• Filter by discipline (Structural, Architectural, MEP, etc.)
• Search for specific issues
• Click into any issue to see detailed explanation and evidence
• View drawings and specifications referenced in each issue

This is the primary way to review results—log into your account and see everything in one place.

Export all issues to a spreadsheet for:

• Sharing with colleagues who prefer Excel
• Managing issues in your own tracking system
• Uploading to Autodesk, Procore, or other project management tools
• Creating custom reports or presentations
• Archiving results in your file system

Click the export button to download a complete spreadsheet with all issues, including severity, discipline, description, and evidence.

Invite team members and collaborators to:

• Review issues together in the dashboard
• Add comments on specific issues
• Mark issues as resolved
• Share with consultants or contractors

Click the people icon to invite team members. They can access the project dashboard, review issues, and collaborate in real-time.

When you're viewing an issue in the dashboard, export that issue as a ready-to-send RFI PDF—one click. No copy-paste, no reformatting. Send the PDF to your architect, engineer, or consultant and get the clarification you need.

• One click from the issue view
• Professional PDF formatted as an RFI
• Ready to email to the design team
• One RFI per issue—clear and trackable

Learn more about one-click RFI download →

Use Dashboard When:

• You want to explore and filter issues
• You need to see drawings and evidence
• You're reviewing issues for the first time
• You want to collaborate with your team

Use Excel Export When:

• You prefer working in spreadsheets
• You need to integrate with other tools
• You want to create custom reports
• You need to archive results offline

Use RFI PDF When:

• You want to send a single issue to your architect, engineer, or consultant
• You need a ready-to-send RFI document—no reformatting
• You're routing plan check findings to the design team
• You want one RFI per issue for clear tracking

Use Team Collaboration When:

• You want to review issues together in the dashboard
• You need comments and resolution tracking
• You're sharing with consultants or contractors

Can I use both dashboard and Excel export?

Yes. You can use the dashboard for initial review and collaboration, then export to Excel for tracking in your own system or sharing with stakeholders.

What information is included in the Excel export?

The Excel export includes all issue details: ID, title, severity, discipline, description, evidence, code references, and drawing/spec locations.

Can I export multiple times?

Yes. You can export to Excel as many times as you want. The export always includes the latest issue data.

How many team members can I invite?

You can invite as many team members as needed. There's no limit on the number of collaborators for a project.