Overview & background
Plan View is where the magic happens. When you click on a specific plan, it is enlarged and a number of important options relating to tasks, markups, and hyperlinks become available to you.
Table of Contents
- Plan views
- Category and Task Filters
- Markup Toolbar
- Definitions of the Markup Tools
- Attaching Photos / Files / Forms / Plans / RFIs onto a Plan Sheet
- Markup Symbols
- Rename plan/description
- Actions tab
- Right-clicking on the plan and on tasks
- More information
There are two plan views.
1. Plan view - You can see thumbnail images of each plan in your project.
2. List view - You can see the plan title, tasks associated with the plan, the current version any tags as well as the option to upload a new version of the plan, edit the plan or delete the plan.
Note: If a project has >100 plans total, the plan folders will be closed when you go into the project on the web. If a project has <100 plans or if there are prompts to confirm plan names or version conflicts, the plan folders will be open.
Note: If you select the 'All Plans' folder twice, then all of the folders will be closed.
Category and Tasks filters
You can click on My Tasks/All Tasks/Tasks by Category and this will allow you to select categories and tasks to view on the plan. These are useful for when you want to only see specific content and remove the rest from the plan.
The markup toolbar is a black vertical bar on the left side of the Plan view.
All the markup tools are listed below in descending order from top to bottom.
Definitions of the markup tools
|1. Expand to full screen||View a full-screen plan.|
|2. Zoom in/Zoom out||To view the plan from up close and/or from further out.|
|3. Marker Pin (Add a new task)||
To create a new task, first, click on this pin icon and then click on the area of the map you wish to drop that new task. The task editing screen will then appear.
|4. Chain (Create a hyperlink)||
Click this chain icon and then click the area of the plan that you want to place the link. You can link to other sheets, attachments, forms, and add progress photos using this function.
|5. Pencil (Draw on the plan)||
Clicking this pencil icon will let you draw lines, arrows, and general markups on the plan. Once clicked, you can select between a regular line or several translucent highlighter options. There is also a multi-point line. Holding the Shift key will snap straight lines and arrows at precise degree angles as you draw them (Note: the Shift to create straight lines is only available for the pencil and not highlighter markups).
|6. Shapes (Outline an area)||
Clicking this will allow you to use shapes to surround an area you wish to draw attention to. It can be a defined shape (like a circle or triangle), or you can create your own polygon. You can also use the cloud shape around whatever you want by dragging your cursor across the screen to the appropriate size (similar to the text box function).
|7. Markup Symbol Tool||
Click on this icon to choose from a wide selection of markup symbols. These symbols are broken down into various categories. Once you've located the symbol you'd like to use, click to select it and keep clicking anywhere on the plan to continue adding the symbol.
|8. "a" (TextBox)||
Click on this icon to add a text box. You will be able to click and drag to create a text box of whatever size you choose. Once you finish that, the option to add your comment or description inside of the box will appear. You can also select the size of the font.
|9. Ruler (Measurement tools)||
Click on this icon to open up the measurement tools. You can calibrate distance, record new length measurements, and scale an area. Holding the Shift key will snap measurement lines at precise degree angles as you draw them.
|10. Color (Red Circle)||
Clicking this icon will allow you to choose from several colors. This affects the color of the pen, highlighter, arrow, text, and cloud tools. You can create private markups by changing this color to purple.
|11. Move (Crossed Arrows)||
Clicking this icon will allow you to move any markups you’ve made with the previous tools around on the plan. Once you click it, every markup will be highlighted and you’ll be able to move them around as you see fit.
|12. Undo (Reverse Arrow)||
Clicking this will immediately delete the last markup you made on the plan during the current session.
|13. Delete (Trash Can)||
Click on the trash can icon to highlight all the markups on the plan. You can then click on any of these markups and they will be deleted.
Be careful when using this tool, though - any markups that you delete will be deleted for everyone else on the project!
Note: Callout links can also be deleted using this feature.
Note: Photos attached directly to plans, forms, and RFIs can now be marked up.
Attaching Photos / Files / Forms / Plans / RFIs onto a Plan Sheet
By clicking on the "Chain" icon in the Markup toolbar, you'll have the ability to link a variety of documents to your plan sheets.
The first option allows you to add a link to another plan sheet:
By selecting this option, you'll be able to link areas of your plan directly with other plans you have already uploaded to Fieldwire.
The second option, the camera icon, allows you to attach a photo to the plan sheet:
The photo can either be from the Photos tab, or from your computer. You can also choose 360 Photos!
The third option, the paperclip icon, allows you to attach files to your plan sheets:
You can attach both existing files from the Files tab, or new files from your computer.
Note: You are able to search for existing files in Fieldwire, both PDFs and CSVs. However, when you select and then click on the file, you can only open the PDFs. The CSVs will download to your computer.
The fourth option, the clipboard icon, allows you to attach Forms to your plan sheets if you are a Business Plan user.
You can attach both existing forms, or you can choose to create a new form from an existing form template.
The fifth option, shown in the screenshot below, allows you to attach an RFI to your plan sheets. In order to get this feature onto your instance of Fieldwire, please schedule a demo with our sales team.
Using this option, you can attach an existing RFI, or you can create a draft of a new RFI.
Fieldwire now gives users the option to add markup symbols to their Plans!
This new feature is available to all users, and the markup symbols are separate into these categories: Audiovisual, Electrical, Fire Suppression, Geometric Symbols, and Security. There is also a "Recently used" option so you can quickly access the symbols you used most recently. To use the markup symbols, simply choose which category you'd like, pick a symbol, and click on the plan sheet. Keep clicking anywhere on the plan to continue adding the symbol!
Note: For information about Markup Symbols on mobile, please check out our article here!
A few more items to note regarding Markup Symbols:
- At this time, you cannot create custom symbols. We added the Geometric Shapes category so that you can add these shapes as placeholders/generic symbols. We have started with a small library of symbols, and we are open to requests to add more! If you'd like to see more symbols added, please send an email to email@example.com with an example of the symbol. We look forward to hearing what other symbols should exist in Fieldwire!
- Markup symbols are only on plans, not photos.
- The ability to resize symbols is coming soon!
You can rename the plan or edit the description by clicking on the title.
If you click the 'Version Control button while on a specific sheet, you will see all individual plan notes and you will be able to edit the Notes and version Description. You can also re-order versions to determine which version will display first and be the active version of the plan.
You can also view and edit the Version Description, for several plans at once.
This article gives more information about that.
View older versions
Each version of the plan that you uploaded is labeled with the date it was uploaded (you can edit the description under Version Control). Tasks, hyperlinks, and markups will migrate between versions.
You can compare two versions of the same plan or two completely different plans if you are a premium customer.
The tasks associated with the sheet are listed on the right side of the page. You can edit the tasks within each pin, or from the column on the right side of the screen. Just click on the pin or task to open and interact with them.
You can filter the tasks on the plan by several different attributes:
Tip: Review the Nested Locations article for more details about how to leverage locations!
The eyeball icon in the top right corner allows you to temporarily hide any markups and tasks on the plan. When you click on it, you will be able to select which plan layers (tasks, markups, attachments, links, or photos) you wish to hide, or you can choose to hide all layers. You can bring them all back by clicking them again.
Open recently viewed plans
The 'Actions' tab allows you to edit different properties of the plan, including its number and description, scale for measurements, and any tags you might leverage for document organization. Projects covered under a pro or business subscription also have the options to export the plan as a PDF or compare it to other sheets.
Action tab options
|1. Edit number/description||
You can edit the name of the plan and description.
|2. Edit scale||
You can manually input the scale and override any other data associated with the plan. If you select multiple plans, you can bulk edit the scale for all of the selected plans.
|3. Manage tags||
You can add and remove Plan Tags
|4. Rotate the plan by||90 degrees to the left, 180 degrees or 90 degrees to the right.|
|5. Export as PDF||
Premium customers only can export a PDF with the markups.
Note: To export a plan with the Tasks, you need to generate a report and select 'Plans'.
Compare versions of the same plans or two different plans.
Note: See 'Compare plans' above.
|7. Delete the plan||
Admins can delete plans by clicking the red delete button. You are then asked to confirm the deletion to proceed.
Note: All markups associated with the sheet will also be deleted if you choose to delete the plan from the project. Any tasks associated with the sheet will become square tasks which you can see on your main Task dashboard.
Right-clicking on the plan and on tasks
You can see below that it is possible to right-click on the plan and on any tasks on the plan to view a menu of action options.
Right-clicking on the plan
When you right-click anywhere on the plan other than on Tasks, you can view a menu of options including, 'New Task', 'Edit number/description', Manage tags, Compare and Export.
Right-clicking on a task
When you right-click on a Task, you can view a menu of options including 'Complete', 'Verify', 'Duplicate', Manage tags', 'Add checklist', Move off plan', or 'Delete'.
Video Tutorial on Exporting Plans
Video Tutorial on Advanced Plan Management
Video Tutorial on Files and Hyperlinks
Video Tutorial on Markup Tools