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Help · Index Module

Index: deliverable tracking

The Index module is where you plan, track, and verify project deliverables: drawings, models, RFIs, submittals, specifications, and anything else your project needs to produce and review. Think of it as a purpose-built spreadsheet that understands construction data types.

Drawing Register
5 drawings · default view
Doc No
Title
Status
Discipline
Due date
Rev
BMT-ST-DR-0001
Ground floor slab, rebar layout
Approved
Structural
12 Jun
C
BMT-ST-DR-0002
Core wall reinforcement, L1
In review
Structural
18 Jun
B
BMT-AR-DR-0014
Curtain wall elevations, east
In review
Architectural
24 Jun
B
BMT-ME-DR-0007
Plantroom ductwork, coordination
Draft
Mechanical
02 Jul
A
BMT-EL-DR-0003
Riser power distribution schematic
Draft
Electrical
09 Jul
A
Add row
A register is a construction-aware grid. Toggle Table ⇄ Gantt: the Gantt view plots each row against the schedule with a hatched baseline bar (the original plan) under a solid actual bar (real progress).

Registers

A register is a named table that tracks one category of deliverable. Common examples are the Drawing Register, RFI Log, Submittal Schedule, and Inspection & Test Plan (ITP).

To create one:

  1. Navigate to Index and select your project.
  2. Click + New register.
  3. Give it a name and an optional description.

Registers are organized into folders. Drag and drop to rearrange them.

Columns & attributes

Each column in a register is backed by an attribute definition from the shared attribute library. BIMMONT ships with ~40 system attributes covering identity, schedule, status, people, standards, quantities, and workflow.

To add a column, click + Add column in the register toolbar. Choose an attribute from the library, or create a custom one.

Supported data types

TextLong textNumberCurrencyLengthAreaVolumeDateDate + timeSelectMulti-selectBooleanDocument numberUser referenceOrganization referenceFormula

Document number values are auto-generated from a naming convention (see below); Formula columns are computed from other columns.

Column settings

Right-click a column header (or open the column menu) to:

  • Rename the display label
  • Change the width
  • Set it required / optional
  • Hide or show it
  • Reorder it: drag the column header

Rows

Each row represents one deliverable. Add rows with the + Add row button, or by pressing Enter at the bottom of the grid. Click any cell to edit. The cell editor matches the column data type (a date picker for dates, a dropdown for selects, and so on).

Rows can be hierarchical: indent a row under a parent to create tree-structured registers, for example, discipline → package → individual drawing.

Walkthrough

Build a register in three steps

  1. New register
    New register×
    Name
    Drawing Register
    Description (optional)
    All design drawings & revisions
    Folder
    Design
    CancelCreate register

Document numbering

For registers that need structured document codes (e.g. ISO 19650 naming), assign a numbering convention to a column with the “document number” data type.

Conventions are built from parts: literal text, attribute references, counters, and date fragments, joined by a configurable delimiter. Manage them in Index [project] Settings Numbering.

Convention parts

----

Resolved document number

BMT-ST-DR-0001-26
Counter

An auto-incrementing, zero-padded sequence. The next drawing in this discipline becomes 0002, then 0003, with no manual bookkeeping.

Delimiter
Hover a part to see what it contributes; switch the delimiter to see the code re-assemble live.

Views

A view is a saved configuration of visible columns, filters, sorting, and grouping. Each register can have multiple views, think of them like worksheet tabs in Excel.

  • Table view: the default spreadsheet layout.
  • Gantt view: a timeline visualization using each row’s start date and duration. Baseline bars show the original plan; actual bars show real progress.

Views can be shared (visible to the team) or private (only you). The default view loads when anyone opens the register.

Import & export

Click the import icon in the register toolbar to bring in data from Excel (.xlsx) or CSV files. BIMMONT maps columns by header name and lets you review the mapping before importing.

Export is available from the same menu. The current view’s visible columns and filtered rows are exported to .xlsx.

Filtering & sorting

Click a column header to sort ascending or descending. Use the filter icon to add column-level filters: text contains, date range, select equals, number greater than, and more. Combine multiple filters to narrow down large registers.

Tips & shortcuts

TabMove to the next cell.
Shift+TabMove to the previous cell.
Ctrl+CCopy the selected cell value.
Ctrl+VPaste into the selected cell.
EnterCommit the row and add a new one.
  • Right-click a row for quick actions: duplicate, delete, indent, and outdent.
  • The register auto-saves: cell changes are persisted immediately, no save button required.
Start from a template register
Spinning up a Drawing Register, RFI Log, or ITP? Add the matching attributes once, save it as a shared view, and reuse the layout across projects. The attribute library keeps every register speaking the same language.

Frequently asked

A register is the underlying table of deliverables (the rows and the columns/attributes). A view is a saved lens over that same data: which columns are visible, plus the filters, sort, and grouping. One register can have many views (e.g. a Table view for editing and a Gantt view for the program), shared with the team or kept private.
Repo is coming soon
Index tracks the documents and deliverables. The Repo module (a physical asset register) will tie those deliverables to the real-world assets they describe. It shares the same attribute library, so the data types you learn here carry straight over.