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Review Overview

Review cross-checks a set of engineering documents against each other. You gather plans, specifications, and reports into a package, run Review Package, and get one list of findings. Each finding quotes the page it came from, so you can verify it and decide what to do.

Review is built for the discrepancies that cause RFIs and change orders: a sheet the index does not list, a callout that points nowhere, a specification section that is cited but missing, two printed statements about the same item that cannot both be true.

note

Review reports the conditions it detected. An empty findings list is not a certification that a set is clean. A reviewer makes the final call.

Open Review​

Open a project workspace and select Review in the header. The panel opens beside chat. Packages belong to the project, so every workspace in the project shows the same packages.

Use + at the top of the panel to create a package, or pick an existing one from the list. The tabs change with the package:

TabWhat it is for
SetupChoose documents, set their roles, pick Criteria Sets, and start the review
FindingsWork through what the review found
BackcheckAppears only when the package continues an earlier one. Checks whether earlier findings were addressed
ManageCounts, charts, a pivot, recent activity, and exports

Everyone with access to the project can read the panel. Changing a package, a finding, or a deliverable needs write access to the project.

What a Review Looks For​

Checks on every run​

What it looks forWhat it means in practice
Drawing index vs the sheetsAn index row with no matching sheet, or a sheet the index does not list. If no drawing index could be read, the review says so rather than inventing one
Duplicate sheet numbersThe same sheet number printed on more than one page. That can be a legitimate reissue. Different titles on those pages are treated as more serious
Inconsistent titlesOne sheet whose pages print materially different titles
Missing referenced sheetA sheet or detail callout whose target is not in the package
Malformed detail calloutA detail reference that does not give both a number and a target
Undefined keynoteA keynote called out on a sheet that does not define it
TBD / TBCPlaceholder language left on a sheet
Title-block revisionA revision or date that disagrees across pages of the same sheet
Unprocessed sheetsDrawing pages that did not make it into the sheet register
Cited section missing from the manualA section cited in the manual or on a sheet that the manual's contents and headings do not contain
Named schedule not on the drawingsThe manual says a named schedule is on the drawings, and no sheet prints it

Detail, sheet, and specification review​

The review also reads details, sheets, and specification sections. It raises a finding only when it can quote the text behind it.

What it looks forWhat a finding means
Conflicts inside a detail, sheet, or sectionTwo printed statements about the same item disagree
Specification item not on the drawingsA physical item a specification section requires, and the sheet search did not show it
Printed dimensions that do not fitLengths, elevations, openings, counts, or slopes in one detail or sheet that cannot all be true. Engenerate does the arithmetic
Cited standardsA value the package prints disagrees with a standard it cites
Missing bid basisWork whose amount depends on a condition that exists before the contractor starts, with no quantity, limit, allowance, unit price, or owner-decision mechanism
CriteriaItems you require to be printed, design rules, and numeric limits, from the Criteria Sets you select

Design reports and calculations​

Files with the Design report or Calculations role get a first-pass read. This is a screen for leads, not an engineering check of the design.

What it looks forWhat a finding means
A local concern in a report or calculationSomething in one part of the document that looks wrong on its own, with a quote
The same fact with two different numbersOne quantity, such as a flow, elevation, or capacity, stated differently in two places in the report
A stated threshold the printed number failsA limit the report or one of your Criteria Sets states, and a printed value that does not meet it
Report versus drawings and specificationsA value or claim in the report that a plan sheet or the specifications print differently, with a quote from each side

The review compares values after converting units within the same kind of quantity, for example flow, length, velocity, force, stress, unit weight, and area. The report-versus-drawings check needs a report that states the value. A number that appears only on the drawings is not checked, and neither is a number that exists only inside a drawing image with no text to quote.

A first-pass read can miss a concern. A later run does not close these findings by itself, so set Resolution when you are done with one.

Cited standards are looked up in your package's Reference standard files first, then your organization library, then the Engenerate Library, and then the web. A web answer can miss a clause or misread a table. Treat web-sourced findings as leads and check the standard.

Severity and type​

Severity (High, Medium, Low, Info) is coordination impact: how likely the item is to cause an RFI, a change order, or rework if nobody acts. It is not a safety ranking.

Type is a separate label:

TypeMeaning
SubstantiveWorth sending. A missing sheet or section, a real conflict, an undefined keynote, a placeholder, or anything that would change what a bidder prices or builds
AdministrativePaperwork only: a submittal, an approval, a schedule format. A bidder would not build something different
EditorialA section citation that is stale or malformed and that is not a missing section

What Review Does Not Do​

  • It does not certify that a set is clean or that a design is correct.
  • It does not certify a design. The read of design reports and calculations is a first pass that finds leads. A concern it misses is accepted.
  • It does not check pay items, measurement and payment, or compare one addendum with another. The Bid schedule and Addendum roles exist, but those comparisons are not built.
  • It does not prove that every requirement in the specifications appears on the drawings.
  • It does not cross-check schedule tables cell by cell for sizes, classes, and quantities.
  • It sees only keynotes written as "KEYNOTE n". A bare bubble with no label is not read.
  • It does not draw boxes on the sheet. A finding points to the page and marks the quoted words.
  • It is not a structural, MEP, fire, accessibility, or building-code compliance review.

Next​

  • Packages — create a package, add documents, run the review, and issue it
  • Findings — work the list
  • Backcheck — follow findings from one package to the next
  • Manage and Reports — dashboard, exports, RFIs, reports, and comment logs