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Creating your first project

Step-by-step guide to creating and setting up a new project.

Blake Fischer avatar
Written by Blake Fischer
Updated today

A project in Exayard holds your construction plans, measurements, and reports in one place. Create a project, add files, and then take measurements on those files.

Creating a project

Click New project in the sidebar to open the project dialog. Enter a name in the Project name field. Names like "Smith Residence - Landscaping" or "Bid #2024-156 - HVAC Install" make it easy to find projects as your list grows. If your organization has custom properties configured, those fields appear below the name. Click Create and you are taken directly into your new project workspace.

You can rename projects at any time from the project menu in the sidebar.

Adding files

New projects open with the file explorer visible. Click the + button in the header to see upload options.

File upload opens a file picker for selecting PDFs or images from your computer. Multi-page PDFs are split into individual pages automatically, and each page becomes a separate sheet you can navigate and measure independently. JPEG, PNG, and TIFF images are also accepted.

Folder upload preserves your folder structure inside the project. Select a folder and Exayard recreates the hierarchy, keeping related plans organized together.

Aerial survey opens a satellite map view. Search for an address or navigate to your project location, then capture the current view. The captured image includes GPS-calibrated scale, so you can start measuring outdoor areas immediately without manual scale setup.

You can also drag and drop files directly onto the file explorer to upload them. A progress indicator shows upload status while files process.

Setting the scale

Click the scale button in the sidebar. If Exayard detected a scale notation on your plan, it appears automatically. Otherwise, choose from preset scales under the Imperial or Metric tabs, or enter a custom ratio.

When you have a known dimension on the plan but no scale notation, use Draw distance. Click two points that represent a known measurement, enter the real-world distance, and Exayard calculates the correct scale.

Each page can have its own scale. Verify the scale when switching between pages, especially if your plan set includes sheets at different scales.

Organizing with folders

Create folders to group related files. Click the + button and select New folder, then enter a name like "Floor Plans" or "Electrical Details". Drag files into folders to organize them.

Toggle between grid and list views using the view button in the header. Grid view shows thumbnails for visual browsing, while list view provides a compact table with file details.

Next steps

With your project set up and files uploaded, you are ready to start measuring. See understanding the interface to learn about the workspace layout and measurement tools.

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