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04_Building Your Project File Structure: Creating Folders and Uploading Floor Plans (2:33)

Overview

This video shows how to build the file structure inside an AECinspire project and get your first set of floor plans uploaded. There is no single correct folder scheme — however you like to organize files on your own drive is how you can organize them in Inspire. The video walks through creating a floor plans folder, dragging in multiple sheet sets at once, merging them into a single PDF, and letting the system process, OCR, and AI-name each sheet.

What you'll learn

  • Decide how to organize folders for electrical, mechanical, and plumbing sheets
  • Create your first folder inside a new project
  • Choose the Drawings upload path for floor plans
  • Drag and drop multiple sheet sets into a folder in one action
  • Merge staged PDFs into a single sheet set
  • Recognize each stage of processing — sheet preview, OCR, and AI sheet naming — and how long it takes

               

              Before You Begin

              You need a project already created in AECinspire and your floor plan PDFs available on your computer. When you first jump into a new project, the system prompts you to create your first folder and then upload a file to that folder — so the two steps run back to back on a brand new project.

               

              Part 1 — Decide How to Organize Your Folders

              Folder structure in Inspire is entirely up to you. There is no wrong answer, and there is no limit that forces you to split a sheet set up.

              Approach

              How it works

              When to use it

              Single combined folder

              One folder holds every discipline — electrical, mechanical, and plumbing sheets together. This is the approach demonstrated in the video.

              You work from the full sheet set and want everything in one place.

              Separated by discipline

              The E sheets go in their own folder, and a second sheet folder holds all of the other trades.

              You want the electrical scope isolated from the other trades.

              Note: You can house as many sheets in one folder as you would like. Separating the E sheets into their own folder and creating a sheet folder for all of the other trades is totally acceptable.

               

              Part 2 — Create the Floor Plans Folder

              1. Open the project you want to upload into.
              2. Select the option to create a folder.
              3. Name the folder floor plans.
              4. Save the folder. It now appears in your project file structure, ready to receive files.
              5. With the floor plans folder open, choose upload a file to this folder.
              6. Select the Drawings upload option.
              7. The upload window opens, ready to accept files.
              8. Drag and drop the files from a folder on your computer directly into the upload window — or click to browse files on your computer instead.
              9. Drag in multiple files at once. In the video, two Volume 4 sheet sets are dragged in together.
              10. Confirm the staged list. The system lists off the documents you have staged and ready to upload.
              11. Review the staged document list.
              12. Click Merge. This is an automatic merge function — it combines the staged PDFs into one set.
              13. The system processes the merge and moves into the upload phase.
              14. Wait for the upload to finish before moving on.

                      Best practice: Name the folder for the content, not the discipline, unless you are deliberately splitting the E sheets out. The demonstrated folder holds the electrical, mechanical, and plumbing sheets together.

                       

                      Part 3 — Open the Drawings Upload

                      AECinspire offers two upload paths, and the one you pick determines how the system names your files.

                      Upload path

                      Use it for

                      Covered in

                      Drawings

                      Floor plans and sheet sets that carry a title block the system can read

                      This video

                      Documents

                      Specifications and sheet sets without an extractable title block

                      Video 5 — Creating Folders and Uploading Specifications

                             

                            Part 4 — Add Your Floor Plan Files

                            The upload window accepts files two ways.

                                  Note: You can drag and drop multiple files onto your project, so multiple sheet sets can be brought in during a single upload rather than one at a time.

                                   

                                  Part 5 — Merge and Upload

                                           

                                          Part 6 — Understand the Processing Stages

                                          Once the upload completes, the system runs the sheet set through several automated stages. Nothing is required from you during these stages except waiting.

                                          Stage

                                          What the system does

                                          What you see

                                          Sheet processing

                                          Processes the merged sheets

                                          Progress on the uploaded set

                                          Sheet preview

                                          Builds a preview image of every sheet

                                          A preview of each of those sheets

                                          OCR

                                          Reads the sheet content

                                          A green and blue box appears on screen

                                          AI sheet naming

                                          Locates the sheet title and the sheet, and names it for you

                                          Sheet titles populated automatically

                                          Note: Processing time depends on the size of the file set — anywhere from 30 seconds to a couple of minutes if you are uploading hundreds or thousands of sheets.

                                           

                                          Quick Reference

                                          What you need

                                          Where to find it

                                          Create your first folder

                                          Prompted automatically when you first jump into a new project

                                          Create a folder

                                          Create a folder option in the project

                                          Upload into a folder

                                          Upload a file to this folder

                                          Floor plans and sheet sets

                                          Drawings upload

                                          Specifications

                                          Documents upload (see video 5)

                                          Add files

                                          Drag and drop, or browse files on your computer

                                          Multiple sheet sets at once

                                          Drag and drop multiple files into the upload window

                                          Combine staged PDFs

                                          Merge (automatic merge function)

                                          Processing time

                                          30 seconds to a couple of minutes for hundreds or thousands of sheets

                                          Automatic sheet naming

                                          AI step after OCR locates the sheet title

                                           

                                          Troubleshooting

                                          Issue

                                          Resolution

                                          Unsure how to structure folders

                                          There is no wrong answer. Set files up the way you already set them up — one combined folder, or E sheets separated from the other trades.

                                          Worried a folder will hold too many sheets

                                          You can house as many sheets in one folder as you would like.

                                          Only one file uploads at a time

                                          Drag and drop multiple files into the upload window. Multiple sheet sets can be staged in a single action.

                                          Upload appears stalled

                                          Processing runs from 30 seconds to a couple of minutes depending on file set size — allow longer for hundreds or thousands of sheets.

                                          Green and blue box has not appeared yet

                                          The OCR stage runs after the sheet preview is built. Wait for the preview stage to finish.

                                          Sheets have no readable title block

                                          Use the Documents upload path instead of Drawings. That path is covered in video 5, Creating Folders and Uploading Specifications.

                                           

                                          Next Steps

                                          Continue to the next video in the series: Creating Folders and Uploading Specifications.