Plan Review · Collaboration

Run Connected Project Records with Plan Review

Connected Project Records for Collaboration workflows.

Every reviewed drawing automatically stays linked to CRM, estimating, project management, accounting, document management, and customer records—creating one connected source of truth across your business.

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what it does

What Connected Project Records helps you do

Move faster

Use Connected Project Records to reduce manual work across Collaboration.

Stay organized

Keep Collaboration information connected inside Plan Review.

Improve decisions

Turn operational details into clearer next steps with Caspor AI.

how it works

How Connected Project Records works

01

Open the workflow

Start from the Collaboration area in Plan Review.

02

Add your context

Bring in the details Caspor AI needs to understand the task.

03

Review and act

Use the generated output to move the work forward.

Tutorial coming soon
Connected Project Records walkthrough

Connected Project Records capabilities

AI-guided setup

Get a structured workflow without starting from a blank page.

Reusable outputs

Save and apply results across related work.

Team-ready context

Keep the feature useful for repeatable business workflows.

works better together

Pair Connected Project Records with

Share Link

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Approval Workflow

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Version Comparison

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↑ Back to all Collaboration tools

More about Connected Project Records

Collaboration alignment

Built to fit the broader Collaboration workflow.

Plan Review integration

Designed to work inside the Plan Review module.

Scalable process

Useful for simple tasks now and more structured operations later.

faq

Questions about Connected Project Records

What is Connected Project Records?+
Every reviewed drawing automatically stays linked to CRM, estimating, project management, accounting, document management, and customer records—creating one connected source of truth across your business.
Where does Connected Project Records fit?+
Connected Project Records belongs to the Collaboration category in Plan Review.

Caspor Plan Review Pricing

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Construction

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*Estimated monthly price. Final combined pricing is confirmed at checkout.

Start using Connected Project Records

Every reviewed drawing automatically stays linked to CRM, estimating, project management, accounting, document management, and customer records—creating one connected source of truth across your business.

Free trial · No credit card · Cancel anytime
Related pages
↑ Parent category
Collaboration
↔ Sibling features
Share LinkApproval WorkflowVersion Comparison
↑ App
Plan Review