Import an inventory schedule

Your price list or unit schedule becomes Portal units in one pass: upload the file, check what was read, confirm. The schedule is yours to load, it takes seven steps, and nothing is written until the last one.

Before you start

You need edit access to the project. A client account on a current subscription qualifies.
The project type must be Commercial Project — Commercial Development in the United States. It is the only type with an Inventory tab.
Have the schedule ready as a PDF with selectable text, or as a PNG or JPG picture of the table.
The table needs legible text and column headers for unit or lot number, type, area and pricing.

Steps

Open the project and go to the Inventory tab.
On the Unit/Lot Inventory card click Add Inventory Data. To reuse a file already held on the project, click Select from existing PDFs, then click the file; the reading starts on its own.
In Extract Property Inventory, on the Upload Document tab, drag the file onto the box or click to browse. The Instructions tab describes a document that reads well.
Click Extract Inventory.
Wait through Extracting data from document..., Analysing Inventory and Analyzing inventory table....
Check the count and the Preview pages thumbnails.
Click Add N units. Nothing is written before that click, and Back or Close discards the result.

What you see when it worked

The dialog reports PDF analysis finished and AI found N units. Pages: 1, 2., and a toast Inventory extracted asks you to review and confirm. After you click Add N units, a Success toast reads Added N inventory items successfully and the table replaces the empty state.

If it does not work

What you see	What to do
This file type isn't supported. Please upload a PDF or an image (PNG or JPG).	Upload a PDF, PNG or JPG.
No file selected	Attach a file, then click Extract Inventory.
We couldn't read any text from this PDF. It looks like a scanned or image-only document, so there's nothing to analyse. Please upload a PDF that contains selectable text.	Upload a picture of the table instead. The image route reads the page visually.
We could not process this PDF. Please try a different PDF file.	Export the schedule again and upload the new file.
No inventory data was extracted from the document	Give the table clear column headers and upload again.
Extraction failed	Reload the page and retry with the same file.
The count is wrong, or a column landed in the wrong place	Click Back or Close, fix the table in the source file and upload it again.
There is no Inventory tab on the project	The project is not a Commercial Project. Nothing on the project says so. Ask Vision Pitch to change the type.
This project is live — unlock the inventory to edit it, or Subscription inactive — upgrade to resume editing	See Unlock the inventory on a live project.