JODA
Use JODA to analyze project files and review takeoff evidence
Attach or select the intended source, understand JODA’s citations/handles, and review generated analysis before using it. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Estimator, project manager, standard user with source access.
- Source-file/project permission
- supported uploaded source
- processing complete
- Quantities & Takeoffs enabled for takeoff persistence.
Global JODA AI or JODA trigger from project/document surfaces; project Documents, Photos, and Quantities & Takeoffs
Use JODA to analyze project files and review takeoff evidence
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Open the workspace
In JobBuddy, go to Global JODA AI or JODA trigger from project/document surfaces; project Documents, Photos, and Quantities & Takeoffs.
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Confirm access and starting state
Source-file/project permission; supported uploaded source; processing complete; Quantities & Takeoffs enabled for takeoff persistence.
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Complete the main setup
Review explicit source/project selection, file upload/selection, processing status, cited evidence and download/read handles, page/area clarification, units, comparing sources, reviewing extraction, and the separate approval needed to create/update project quantities or documents.
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Review the important choices
Review wrong-source recovery.
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Verify the result
Attach or select the intended source, understand JODA’s citations/handles, and review generated analysis before using it.
Expected result: Attach or select the intended source, understand JODA’s citations/handles, and review generated analysis before using it.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Source-file/project permission; supported uploaded source; processing complete; Quantities & Takeoffs enabled for takeoff persistence.
The result is incomplete or unexpected.
Multiple similar sources, project scope, file processing, page/image evidence, retrieval limits, units, formulas, and later record creation can be confused; analysis is not an approved mutation.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Attach or select the intended source, understand JODA’s citations/handles, and review generated analysis before using it.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.