Managing Projects in Document Crunch

Last updated: September 28, 2026

Background

Document Crunch provides a centralized workspace for organizing and managing your construction projects through the Projects and Documents section. This section serves as your main hub for viewing all projects on your team, creating new projects, and maintaining project information.

Things to Consider

  • Org Admin, Team Admin and Team Editor permissions are required to create, edit, or delete projects.

  • Project information is optional beyond the name - while only the project name is required when creating a project, adding details like client, job number, stage, and dates helps with organization and searching.

  • Client names are saved for reuse - when you enter a client name, Document Crunch remembers it for future projects, making it faster to create projects for repeat clients.

  • Deleting a project is permanent - when you delete a project, you'll be asked to confirm, but once deleted, the project and its contents cannot be recovered.

Steps

Viewing Your Projects

  1. Click Projects in the left navigation bar

  2. You'll see a list of all projects on your team

  3. Use the available tools to find specific projects:

    • Filter the list by project attributes

    • Sort projects by different criteria

    • Search to narrow down the list by name or other details

Creating a New Project

  1. Click the +New button at the top of the Projects screen

  2. Select Project

  3. Enter a Project Name (required)

  4. Add optional details as needed:

    • Job number

    • Client name (start typing to see previously used clients, or enter a new one)

    • Project stage (Pursuit, Construction, or Closeout)

    • Start and end dates

    • Other relevant project information

  5. Click Save

  6. Document Crunch will create the project and navigate you directly into it so you can begin working

Editing Project Information

  1. From the Projects screen, locate the project you want to edit

  2. Click the three dots (ellipsis) on the right side of the project row

  3. Select Edit from the action menu

  4. Update any project fields as needed

  5. Click Save to apply your changes

Chatting with a Project

  1. Locate the project on the Projects screen

  2. Click the three dots (ellipsis) on the right side of the project row

  3. Select Chat with project to start a CrunchAI conversation about the project content

    Note: This feature is available to all team members

Deleting a Project

  1. From the Projects screen, locate the project you want to delete

  2. Click the three dots (ellipsis) on the right side of the project row

  3. Select Delete from the action menu

  4. Confirm that you want to delete the project

  5. Click Delete to permanently remove the project

Navigating Between Projects and the Project List

  • When you're inside a project, use the breadcrumb navigation at the top of the screen

  • Click on your team name in the breadcrumb to return to the Projects and Documents list

  • This allows you to quickly move between viewing all projects and working within a specific project