The Portfolio Markup Details screen serves as a centralized hub to view and access all markups and annotations made to project plan sheets. It provides a comprehensive, cumulative view of these markups, including but not limited to:
- Personal markups created through the plans module on the web or mobile app.
- Markups linked to managed items, such as submittals, RFIs, change orders (COs), and punch lists, often used to indicate specific locations.
- Markups attached to task progress updates and safety incident reports, ensuring alignment with project tracking and compliance.
Project team members with the appropriate permissions can access all markups they created, as well as those shared with them by other stakeholders - including general contractors, subcontractors, and other project participants-across the projects they manage.
To view the plan markups across all your projects
- Ensure that you are in the portfolio console.
- To return to the portfolio console from any other part of the platform:
- Click the App Launcher button
in the top-right corner and select "Portfolio" from the dropdown.
- Click the App Launcher button
- Click 'Documents' on the top, then select 'Markup Details' on the left
The 'Default View' shows all the standard columns. However, you have the flexibility to customize the table by removing unwanted columns, and re-arranging the columns in the order you want to view. Additionally, you can save your customizations as a personalized view to quickly access your preferred table layout in the future. See Customize Columns in List Views for more details. Following is the list of all possible columns:
- Sheet Number – Displays the sheet number and version of the plan containing the markup. Markups from one version are carried forward to subsequent versions, with each version appearing as a separate line item.
- Markup Name – The label identifying the markup. Click the name to view the plan sheet with the associated markup.
- Project Name – The project associated with the plan sheet.
- Sheet Name – The title or label of the plan sheet, as set by its creator.
- Sheet Version – The version number of the drawing or plan sheet containing the markup.
- Created By – The user who created the markup.
- Date Created – The date the markup was added.
- Access – Defines the visibility and permissions for the markup. Access levels include:
- Public – Viewable by all users from all participating companies in the project.
- Restricted – Viewable only by users from selected participating companies.
- Private – Viewable only by selected individuals within your company, such as project managers, construction managers, and project directors.
To change the access level of a markup, open the project and navigate to Documents > Plans > Markups.
Search and filter options:
- Use the 'Search' box located at the top left to find any project using any value from the table as search criteria
- Right-click the column header and customize the display and order of the columns as you wish
- 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 as Excel Sheet
- Click the
button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.
- By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
- Click 'Direct Download' to save the file on your device.
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