View Plans

Modified on Thu, 20 Nov at 6:19 AM

The 'Plan Sheets' screen allows project managers to view the plan sheets, add and share markups, view markups shared with them, and more.

The markups are used to highlight proposed alterations, specific actions, etc., on specific spots in the construction. They include text notes, photo attachments, and more, made on any desired portion of a plan.

Markups are added to plan sheets in different ways:

Plans - PMs add personal markups for various references and share them with selected team members
Project Documents - Users add markups to plan sheets when they are used as attachments to items like submittals, requests for information (RFIs), change orders (COs), and punch lists to highlight the portion of the construction.

These markups can be made through web consoles and the respective mobile apps. The 'Plan Sheets' interface provides a unified view of all markups related to a plan, including your markups, markups shared with you by collaborators, and those applied when the plan was attached to a workflow item—either as a consolidated markup layer or as individual markups.

View Plan Sheets
View the Version History of a Drawing
View Different Versions of a Drawing

View Plan Sheets

Open the management console for the project
Click the app launcher icon in the top-right, then select 'Documents.'
Click 'Plans' at the top and choose 'Plan Sheets' on the left.

The options at the top right let you choose the view:

- Grid View
- List view

Grid view

The Grid View is shown by default when you open the Plan Sheets screen. The plan sheets are shown as thumbnails.

Use the 'Search' box at the top-left to search for a specific plan sheet using sheet name or sheet number as your search criteria

Each thumbnail has a shortcut to view the list of its versions at the bottom.

Click on a thumbnail to view the drawing. If required, you can switch to a different plan sheet from an open plan sheet.

An example is shown below:

The latest version of the drawing opens with the latest markup you or shared with you by others or from the workflow item. You can switch to view a different sheet using the drop-down at the top left.

To switch to a different plan sheet

Choose the sheet you want to open from the drop-down at the top-left

The latest version of the chosen sheet opens with markup, if any.

To view a markup

Click on the top-right to edit the markups you created and those you shared.
Select the required markups from the pop-up menu. You can either see markups individually or view multiple markups at once. See View Markup for more details.
Click at the top right to create markups on the drawing or edit the existing markup. See Add Markups on Plans for guidance on this.
Click on the left to view the layer elements of the markup. The Layer Editor displays all elements from the selected markups in expandable, collapsible groups for organized viewing.

Click the element label in the Layer Editor to instantly highlight the markup on the plan sheet, along with its associated measurements.

Use the icon to show or hide the layer
Click the icon to remove an element added by mistake.

From this screen, you can:

Edit Existing Markup Elements– Update details in your markup when plans change, or corrections are needed
Add New Elements – Include new annotations, shapes, or measurements as work progresses
Clone and Re-use Existing Elements –Duplicate commonly used annotations to maintain consistency and save time when marking similar elements
Create a Consolidated Markup – Combine multiple markups into a single layer for a unified view, making it easier to review, edit, or share all related information

View the Version History of a Drawing

In the Plan sheets screen:

Click the 'Versions' link at the bottom left of a thumbnail

The version history of the drawing is shown:

Thumbnail - Click the thumbnail of the plan to open the corresponding version of the plan
Version - The version number of the plan drawing
Markups - The number of markups created on that version
Created by - The name of the project manager who uploaded the plan sheet
Created date - The date on which the version was uploaded
Actions - Use the trashcan icon to remove the version of the plan sheet. Please note that you cannot delete any plan sheet version with any markups. You first need to remove the markups and then the sheet. See View Plan Markups to learn about deleting markups.
Click the icon to selectively show and hide the columns
Click the icon to download the list of versions as an Excel sheet.

View Different Versions of a Drawing

Open the plan sheet
Click the layer button on the left to open the layer editor
Click the drop-down arrow beside 'Versions'

Choose the version you want to view from the drop-down

The selected version opens on the right.

List View

Click the list view button to switch to the list view

The list shows all plans pertaining to the project with their details. Each version of a plan sheet is shown as a separate item in the list. You can open the required version of a plan sheet by clicking its thumbnail.

The details of the plan sheets are shown in a table.

Sheet Number - The identification number of the plan sheet
Set Name - A descriptive name for the set you’re uploading, such as Architectural, Floor Plans, Electrical, or HVAC, etc
Sheet Name - The name of the plan sheet
Version - The revision number of the sheet
Uploaded On - The date of the upload of the sheet
Uploaded By - The name of the project manager who uploaded the sheet
Discipline - The division of work to which the plan sheet pertains
Sheet Thumbnail - Click a thumbnail to open the sheet of that version

Search and filter options:

Use the 'Search' box located at the top left to locate an item using any value from the table as search criteria
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:

Download List in Excel Format:

Click the icon to download the list as an Excel sheet. See Download List Views and Logs in Excel Format for more.