Educational Guide

AI Plan Check Export Formats & Delivery Options

Get your AI plan check results in multiple formats: interactive web dashboard, Excel spreadsheet export, or collaborate with your team in real-time.

Three Ways to Access Results

Interactive Web Dashboard

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.

Excel Spreadsheet Export

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.

Team Collaboration

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.

Which Format Should You Use?

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

Real Example: Large Project Results

Project: 900+ drawing sheets, 1,200 issues found

Dashboard: Filter to see only Critical structural issues (75 issues). Click into each issue to see detailed explanation, code references, and drawing evidence.

Excel Export: Download spreadsheet with all 1,200 issues. Share with team, upload to project management system, or create custom reports.

Team Collaboration: Invite 5 team members. They can review issues, add comments, and mark items as resolved—all in the same dashboard.

Frequently Asked Questions

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.

Get Results in Your Preferred Format

Dashboard, Excel export, or team collaboration—choose what works for you.

Start Your Plan Check

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Results in hours
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One issue found pays for the whole check