Projects and units
How a build is modelled, a project, the units inside it, and how they relate.
A project is one build. A project has a name, an address, a customer, and one or more units. Units are the dwellings inside the build, for a duplex that's two units, for a triplex three, for a single-family home one.
Why units exist as their own thing
Most decisions live at the project level, the framing scope, the landscaping plan, the exterior finishes. But some decisions are unit-specific. The plumbing fixtures in the left half of a duplex might differ from the right half. Cabinets and lighting often diverge by unit too.
Modelling units as a first-class thing lets the workspace:
- Repeat per-unit sheets (Plumbing, Cabinets, Lighting) so each unit has its own.
- Keep per-project sheets (Landscaping, HVAC, Insulation) shared.
- Show the right view at the right time, when you switch unit tabs in a project, per-unit sheets show that unit's data; per-project sheets show the same shared data either way.
For the full mechanics see per-project vs per-unit.
Anatomy of a project
| Part | What it holds |
|---|---|
| Header | Name, lot number, address, customer, sales rep, architect, project type, target move-in date. |
| Status | Draft, In review, Finalised, or Archived. See statuses. |
| Units | An ordered list. You can rename, reorder, add, and copy units at any time. |
| Spec sheets | One per (category, scope) combination, see spec sheets. |
| Notes | Free-text general notes for context that doesn't belong on a specific sheet. |
| Audit log | Every meaningful change, with who and when. See audit log. |
| Share links | Read-only URLs you can give to customers or trades. |
| Exports | Generated Excel workbooks with a version label and timestamp. |
Anatomy of a unit
A unit is much simpler:
- A label (e.g. Unit A, Unit B, Suite 301).
- A position in the unit tab bar.
- The set of per-unit spec sheets that belong to it.
Units don't have addresses or statuses of their own, they inherit everything from the project. The only data that's truly unit-scoped lives on the per-unit sheets.