The project sidebar on the left of a project is a single tree that holds all of your project data. It groups everything into fixed sections, so you can jump from a measurement to a plan page to a report without leaving the panel. For the wider workspace layout, see Understanding the interface.
Sections
The tree opens with six fixed sections, always in the same order:
Takeoffs — your measurements, grouped and organized as a tree
Templates — reusable measurement templates and starter packs
Files — the project's folders, files, pages, and documents
Reports — built-in report views
Bids — bid documents generated for the project
Products — your product catalogs
Takeoffs starts expanded since it is the main working area. Click any section to expand or collapse it. When you expand a section that supports adding items, such as Takeoffs, Templates, or Products, its create buttons appear on the section row. These show only if you have permission to edit the project.
The Files section
The Files section mirrors your file explorer exactly. Folders nest inside folders, files hold their pages, and standalone pages and documents sit alongside them. Within each folder, rows appear in a consistent order: folders first, then files and pages, then documents.
Click a page to open it on the canvas. A single-page image file shows as one page row rather than a container. Multi-page files expand to reveal every page inside. This means you can browse to any drawing from the sidebar without opening the full file explorer.
Search
A search field sits permanently at the top of the sidebar. It searches the entire tree at once, across every section, so one term finds takeoffs, templates, pages, documents, and more together.
Press / anywhere in the project to focus the field, then start typing. The results replace the tree with a flat, scrollable list. Each result is tagged on the right with its location, such as the template pack or page it lives in, so you can tell duplicates apart at a glance. Matching is case-insensitive, and pages also match on their sheet code.
Press Esc to clear the search and return to the tree. The badge at the end of the field shows / when the field is idle and Esc once it has focus. Selecting a page or document result navigates straight to it, while selecting a folder or file reveals it in the tree by expanding its parents. For more on finding files specifically, see Searching files.
Keyboard navigation
The tree is fully keyboard-driven once a row has focus. Use the arrow keys to move the selection:
Up and Down move to the previous or next row and open it
Right expands a collapsed folder, or moves down once it is open
Left collapses an expanded folder, or moves up to its parent
Home and End jump to the first and last visible rows
As you move, the highlighted row activates, so arrowing through pages walks the canvas through them.
Resizing the panel
The sidebar is a resizable panel. When you select a measurement or template, a detail panel opens below the tree as a second panel in the same group. Drag the divider between them to give the tree or the details more room. Your sizing is remembered for the project.
