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Documentation Index

Fetch the complete documentation index at: https://help.trytuuli.com/llms.txt

Use this file to discover all available pages before exploring further.

A project in RFI Manager represents a single construction engagement — a building, renovation, or infrastructure job. Every workflow you run in the platform, from RFI tracking to QC drawing analysis to cost matching, operates within a project. This scoping keeps your data organized and ensures that AI-powered analysis draws only from the files and context relevant to that job.

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What a project contains

Each project holds a distinct set of fields that describe the engagement and help contextualize AI results.
The display name for the project. This appears in the sidebar, the top bar selector, and in any exported reports. Choose a name your whole team will recognize.
An optional free-text description. Use this to capture scope notes, client details, or any context that helps orient new team members.
The province or state where the project is based (for example, “Ontario (ON)” or “California (CA)”). Location data is used to contextualize cost matching results and regulatory context.
The physical space type, such as Classroom, Office, Laboratory, Hospital, or Data Center. This helps the AI tailor its analysis and specification drafts.
The industry or institutional category — for example, Healthcare, Higher Education, Workplace, or Government. Market sector informs cost benchmarking and specification recommendations.
The building construction classification (Type I through Type V). Used for specification drafting and QC analysis context.
The year construction began. This anchors cost data and helps generate time-relevant material and specification references.

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Creating a project

You create projects from the Organizations page, which lists all your organizations and their projects.
1

Go to Organizations

Click Organizations in the sidebar. You will see your organizations listed, each with their projects below.
2

Click New Project

Find the organization you want to add the project to and click the + Project button on the right side of that organization’s header row.
3

Fill in project details

Enter the project name (required) and any optional fields: description, location, project type, market sector, construction type, and year started. You can also upload project documents to auto-fill fields.
4

Create the project

Click Create Project. The project appears immediately in that organization’s project list.
You can upload project documents (such as a cover sheet or project brief) during creation to let RFI Manager automatically extract and fill in project details for you.

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Switching between projects

The currently active project is shown in the top bar. Every workflow page — RFIs, QC, cost matching, and others — uses this selection to filter and scope data. To switch projects, click the project name in the top bar and select a different project from the dropdown. The page will reload and show data only for the newly selected project.
If you do not have a project selected when you open a workflow, that workflow will show a “Project Required” prompt or display all items across the organization. Select a project to see scoped results.

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How workflows use projects

All major workflows in RFI Manager are scoped to the active project:

RFI tracking

RFIs are created within a project and filtered by it. Gmail sync requires a project to be selected before it runs.

QC analysis

Drawings you upload are stored and analyzed within the active project’s context.

Cost matching

Material takeoffs and cost estimates are scoped to the project and can reference project-specific files.

Knowledge vault

Files you upload to the vault can be associated with a project so the AI draws from them when answering questions.

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Project settings

To edit a project’s details after creation, hover over the project row on the Organizations page and click the three-dot menu, then select Edit. You can update any field except the project ID.
Deleting a project removes the project record itself, but related files, RFIs, and conversation history remain accessible. If you need to remove all associated data, delete those items individually before deleting the project.