ForemanFOREMAN

Adding files

Upload PDFs, photos, and documents to a project or your company library — drag and drop or browse. Foreman spots the plan sets for you.

Files is where every plan, photo, contract, and permit lives. You can add files at the company level — your shared library — or inside a specific project. Foreman accepts PDFs, images, Word, and Excel files.

Open Files

  1. From the sidebar, click Files.
  2. You'll land on your company files. To work inside a project instead, open the Projects row, then pick a project — or open a project and use its Files tab.

Don’t see this?

If you don't see the upload buttons, your role may be read-only for files. Ask your organization owner to grant file access.

Upload a file

  1. In the toolbar, click Upload.
  2. Choose one or more files from your computer.
  3. They upload into the folder you're currently viewing. Each upload appears in the list with a progress bar and percentage, then becomes a file row when it finishes.

Note

You can also drag files straight from your desktop onto the file list — a Drop files or folders to upload overlay appears while you drag.

Upload a whole folder

  1. Click Upload Folder.
  2. Pick a folder on your computer.
  3. Foreman recreates the folder structure and uploads every file inside it.

Note

Folder upload is a desktop action — the Upload Folder button is hidden on phones. Use Upload to choose files instead.

How Foreman spots a plan set

A plan set — a set of drawings — is the one kind of project file Foreman treats differently: for internal team members, only a plan set opens with the takeoff, scale and AI tools. Other project files open with markups alone. The row icon tells them apart: a plan set carries a plan-set icon, every other file a plain file icon.

For project uploads, Foreman works it out for you after the upload finishes processing:

  1. While it is thinking, the row icon spins. Nothing is blocked; you can still open the file.
  2. When it decides a PDF is a set of drawings, the icon switches to the plan-set icon. Contracts, permits, spec books and photos keep the plain file icon.

Got it wrong? Open the row's Row actions menu and choose Convert to plan set — on a plan set the same entry reads Convert to regular file. Your choice sticks and Foreman never changes it again.

Note

Uploading a folder works the same way: each file inside it is checked on its own as it finishes, so a folder with three plan sets and a spec book ends up with three plan-set icons and one plain file.

Note

Company-library files open in a viewer, not the project editor, and aren't automatically classified. You can mark a PDF or image as a plan set from its row menu, then move it into a project to work with takeoff tools. Clients and vendors view shared project files without entering the internal editor.

File size

Each file can be up to 500MB, which comfortably covers large construction plan sets. Big files upload in chunks automatically — just leave the tab open until the progress bar finishes.

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