View Plan Sheets Referenced in Document Items

Plan drawings provide visual context for project documents such as RFIs, submittals, change orders, and punch list items.

• Plan sheets help identify the exact locations referenced in these documents.
• Users can link drawings directly to the descriptions, questions, requests, or responses within RFIs, submittals, COs, and punch list items.

The 'Sheet Usage' screen provides a detailed view of which plan sheets are used as references across different project documents. It allows you to:

• Identify the plan sheets linked to any specific project document.
• Access the document where a particular plan sheet has been referenced.

This gives the construction team a clear understanding of how and where plan sheets are utilized throughout the project lifecycle.

To view the plan sheet usage

• Ensure you are in the Plans module. If not,
  • Click the main menu at the top-left 
  • Select 'Plan Sheets' under 'Documentation' 

Tip: Hold the 'Cmd' or 'Ctrl' key in your keyboard to open the module in a new browser tab

• Choose 'Sheet Usage' from the left

The screen displays a list of all instances where a plan sheet is linked to a document item, along with detailed information for each reference.

• Sheet No. - The sheet number of the plan drawing. Click the sheet number to open the latest version of the sheet.
• Sheet Name - The label of the plan sheet. Click the sheet name to open the latest version of the sheet. 
• Sheet Version - The version number of the sheet referenced in that item
• Sheet Disclipine - The division of work to which the plan sheet pertains
• Linked Module - The type of document 
• Linked Item - The title of the document item. Click the title to open the document item in a new browser tab.
• Linked By - The user who attached the plan sheet
• Linked on - The date of the event

Search, Filter, and Sorting Options
Click the magnifier icon and use the 'Search' box at the top left to find an entry using any value from the table as search criteria 
Click any column header to sort the rows in ascending or descending order based on that column's data.
Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns 
The options at the top left allow you to filter the entries, create nested groups of entries, highlight cells and manage personalized and customized views of the table. Use the links below to learn more:
Customize Columns in List Views
Filter Options in List Views
Highlight Cells in List Views
Group and Organize Items in a List View
Manage Custom List Views
Download as Excel Sheet
Click the 'Download' button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details