View Plans

Modified on Tue, 20 Jan at 4:44 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 can link plan sheets to project documents—including Submittals, RFIs, Change Orders (COs), and Punch Lists—to visually highlight the exact area referenced in the document.

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.

Use the links below to jump to the section you need help with:

View Plan Sheets
Grid view
- Search and Filter Options:
- Switch to a Different Plan Sheet
View the Version History of a Drawing
View Different Versions of a Drawing
List View

You can select and download the plan sheets as image files directly to your device as local copies. See Download Plan Sheets for more details.

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 previews sheet details with a version history shortcut at the bottom.

Click on a thumbnail to view the drawing.

An example is shown below:

The drawing opens to the latest version, displaying the most recent markups. From this view, you can:

Annotate: Clickat the top-right to create new annotations. See Create and manage new markups to learn more.
Review: Clickto view all annotations on the sheet. See View Plan Markups to learn more
Compare: Clickto select a sheet and view an overlay comparison.
Download Sheet with Selected Markups - Click to save a local copy of the plan sheet with the currently viewed markups as an image or PDF file. See Download Plan Sheet Markups to learn more.
Navigate: Use the top-left dropdown to switch sheets instantly without returning to the main list.

Switch to a Different Plan Sheet

The drop-down at the top-left allows you to choose a different sheet to open, without going back to the boards screen.

Choose the sheet you want to open

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

View the Version History of a Drawing

Click the 'Versions' link at the bottom left of a thumbnail in the grid view of the plan sheets screen.

The version history of the drawing is shown:

Sheet Name - The specific label assigned to this version of the drawing.
Created on - The date the specific version was uploaded to the system.
Version - The revision number of the plan drawing. Click the version number to opan that version of the drawing
Thumbnail - Click a thumbnail to open and view that specific version of the plan sheet.
Actions - Use the Trash icon to delete a version. Note: Versions with markups cannot be deleted. You must remove all markups before the sheet version can be removed. See View Plan Markups to learn about deleting markups.
To organize your view, hover over any column header and click the icon to toggle between alphanumeric ascending or descending order.

View Different Versions of a Drawing

You can view the latest and previous versions of a drawing in two ways:

1. From the Thumbnail:

Click the 'Versions' link at the bottom left of a thumbnail in the grid view of the plan sheets screen.
Click the version you want to open from the Versions column

2. From the Markup Layer Editor:

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

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

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. Click the sheet number to open the latest version 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 label assigned to the plan sheet. Click the sheet name to open the latest version of the plan sheet.
Version - The number of plan sheet revisions available in the system. Click the number to open the revision history.
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. See above for more details.

Search, Sort 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:
To organize your view, hover over any column header and click the icon to toggle between alphanumeric ascending or descending order.

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.