How do I use the Plans tab on web? – Knowledge Base

Overview & background

Plan viewing and versioning is the backbone of Fieldwire. In the Plans tab, you can view all uploaded plans and add new ones to the project. You are also able to search for plans by sheet # and description in the search bar at the top of the page:

Plans tab functions

Add plans

You can upload plans that are PDFs (single or multi-page), PNGs, or JPEGs (we do not currently support DWGs). For more information about how to format a plan for Fieldwire, click here.

Click the '+ New plan' button in the top-left of the page to upload your plan files to Fieldwire:

Then choose from a number of useful sources where you might already have your plans stored to select the plan sheet files you want to upload to Fieldwire:

Note: You can upload files 'manually' from your computer, Dropbox, Box, Google Drive, One Note, Gmail and from live hyperlinks in this way. Fieldwire does offer an advanced Dropbox/ Box /OneDrive integration. For more information about uploading from our Dropbox/ Box / OneDrive automated 2-way sync (for Business and Custom plan subscriptions only), click here.

Scanning plans

When you select files, they are automatically scanned by our OCR scanner and create links between the different plans. Fieldwire also automatically versions the plans for you.

For more information about scanning, click here.

For more information about automatic versioning, click here.

Who can add plans and plan folders

Only project Admins can add or delete plans.

Only project Admins can add or delete plan folders.

Note: You cannot create subfolders.

How to toggle between thumbnail vs list view

You can preview your plans by using the Thumbnail mode. Or view the plans by their title using the list view mode. The list view mode will not include a preview of your plans.

You can toggle back and forth by click on the Thumbnail icon or List view icon on the top right corner of the Plans tab:

Open or collapse plans from the folder title

You can open all the plans from a single folder or close them by clicking on that folder title. You can also open or close all plans from all folders by clicking on the 'All plans' folder:

If you have less than 100 plans: all folders are expanded at initial load, clicking all plans/files folder collapses all folders.
If you have more than 100 plans: all folders are collapsed at initial load, only one folder can be expanded at once.

'Actions' menu

Once you select any number of plans using the checkboxes in their upper-left corners, you can click on the red 'Actions' button.

You can see the number of plans you selected as well as a list of 10 different actions you can perform:

For more information about 'Compare', click here.

For more information about 'Export', click here.

For more information about 'Scan number/description', click here.

For more information about to 'Edit scale', click here.

For more information about 'Batch edit', click here.

For more information about 'Manage tags', click here.

Total number of plans

You can see the total number of plans, including all versions, on the Plans tab.

Number of plans in folders

See the count of unique plans in each folder. This does not count versions, just the number of uploaded plans:

if you have less than 100 plans: all folders expanded at initial load, clicking the all plans folder collapses all folders.
if >100 plans all folders collapsed at initial load, only one folder can be expanded at once (for performance reasons).

Tasks on plans

With the Plans tab open, you can select 'All tasks' to view the number of tasks related to each plan.

This number changes depending on which category you have selected (you can select 'All tasks' to show all tasks in all categories - see below):

Version control

Access version control for plans (if you are a project Admin). Version Control displays the history of all plans which have been uploaded to the project. These are split out by the upload date and will provide you with the last 90 days of plan uploads. Here, you can view the File name of the plan, the Version Description, and the Version Notes: