People and teams

Assign people to sheets by role, like Drafter and Checker, tag the teams responsible for each sheet, and filter the register by team or person.

Every sheet can say who works on it and which teams are responsible for it:

Roles are register columns, like Drafter and Checker. Each sheet can have one or more people in each role.
Teams are the teams or disciplines responsible for a sheet, like Arch, Interiors or MEP. A floor plan can be Arch and Interiors at once.

Assign people to a sheet #

In the sheet's row, click its cell under the role, like Drafter.
Tick one or more people.
To add someone new, type their name at the bottom and press Enter. They're added to the set's people and ticked.

The cell shows each person's initials. Hover it to see their full names.

Tag a sheet's teams #

Click the sheet's Teams cell and tick its teams. Type a new name and press Enter to add a team. Each team has its own color.

New sheets take the people and teams of the last sheet in their sub series.

Roles #

Click People & teams… in the register toolbar to keep the lists.

Under Roles:

Type a name, like Coordinator, and click Add. A new role is a new register column.
Rename a role by typing over its name.
Use the arrows to move a role. Up in the list is left in the register.
Click × to remove a role. It comes off every sheet, so you confirm first if anyone is in it.

Every set starts with Drafter and Checker. Sets made before November 2026 get them too, empty.

People #

Under People, add, rename or remove people. Type initials to choose the mark the register shows; leave them blank to use the first letters of the name. The number next to each person counts their sheets. Removing someone takes them off every sheet.

Teams #

Under Teams, add, rename or remove teams, and click the color box to pick a team's color. The number counts the team's sheets.

Filter by team or person #

The team chips in the register toolbar filter the register:

Click a team, like Interiors · 24, to see only its sheets. The number is how many sheets it's on.
Pick several teams to see sheets with any of them. Switch to All to see only sheets with every one.
Pick someone under Person ▾ to see the sheets they're on, in any role.

Series and sub series with none of the shown sheets are left out, so sheets a team never touches, like general or zoning sheets, drop away. Clear turns the filters off. See Views, filters and counts.

In exports #

The CSV and Excel exports have one column per role and a Teams column, with names separated by semicolons. Importing that CSV brings them back. See Export.