Using the Plans Tab (Web)

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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 name and description in the search bar at the top of the page. Specifically, on this page you can

  1. Add plans (we will discuss how to upload plans in the Managing Plans section).
    • You can upload plans that are PDFs (single or multipage), PNGs, or JPEGs. We do not currently support DWGs. 
    • Only project Admins can add or delete plans. 
  2. Add a new plan folder.
  3. Use the Actions menu to edit sheet names or descriptions, use the OCR, manage tags, move plans between folders, batch edit plan scale, rotate plans, export plans (if you have a premium Fieldwire account), or delete plans.
  4. Use the Recently Viewed tool to quickly pull up recently viewed plans.
  5. See the plan name and type. 
    • You can tell if the plan has been synced to cloud storage or if it has been manually uploaded by the color below the plan. If it has been synced to a user's cloud storage, it will appear in a blue box. 
    • Within the Plan View, you will be able to change versions. This will be discussed in the Plan View section.  
  6. See the task counter associated with each plan.
    • The number in the blue circle in the top right corner of each sheet indicates how many active tasks relate to that plan. This number changes depending on which category you have selected (you can select to show all tasks, or only tasks for certain trades).
  7. See the count of unique plans in each folder. This does not count versions, just the number of uploaded plans. 
  8. Filter plans based on tags.
  9. Access project version control for plans (if you are a project Admin).

Plans_tab_web.jpg 

 

 

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