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Customising drawing sections and firm taxonomy

A practical guide for architecture studio workflows in Beech.

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16 August 2026

Updated 16 August 2026 · Beech Product Education Team

How Work tab grouping and firm labels are configured in Firm settings — and what happens when a section is already in use.

Intent: Explain customising drawing sections and firm taxonomy in a way that a new team member can follow without prior Beech context.

Who this helps: Architecture studio admins, managers, and contributors who need a repeatable operational workflow.

Beech ships with a default architecture set of drawing sections (Floor Plans, Elevations, and so on). Change them to match how your studio issues sheets — before you have fifty drawings on the wrong labels.

Where to click

More → Firm settings. Contributors cannot edit these; they will be pointed at an Admin or Manager.

  • Drawing Sections — groups on the project Work tab and the short codes in drawing references. Create, rename, drag to reorder, delete only if empty.
  • Project Status Labels — the workflow statuses on project cards (Intake through Completed, plus your custom labels).
  • Drawing Templates — reusable drawing lists to clone onto new projects.
  • Vendor Types — taxonomy for the vendor directory.
Section order on the Work tab follows this list. Put the set you issue first at the top so the daily view matches the print set.

Prerequisites

  • Confirm you can access the project and the page referenced in this workflow.
  • Collect any drawing references, due dates, and ownership details before you start.

Expected outcome

By the end of this workflow, your team has one visible, repeatable process and cleaner handovers.

Common mistakes and prevention

  • Mistake 1: Skipping context fields (owner, due date, status notes), which makes follow-up harder.

  • Mistake 2: Treating chat updates as source of truth instead of recording the update in Beech.

Troubleshooting checklist

  1. 1
    Troubleshooting step 1

    If a control is missing, verify your role has permission for the action.

  2. 2
    Troubleshooting step 2

    If results look wrong, check filters and refresh to confirm latest synced data.

Full reference: Settings in the user guide

Related guides: Roles and permissions playbook · Security controls for admins · Exporting data for audit or handover

Next: explore related feature workflows.