Overview & background
Fieldwire users with Pro, Business, and Premier subscriptions can export plan PDFs, including whatever photos and other hyperlinks/markups they've added in Fieldwire. This feature is especially useful for locally storing backups of your files, sharing them with any recipients that don't have access to your Fieldwire project(s), or even printing hard copies.
Note: To be able to view and access your plan markups, hyperlinks, and annotations, you will need to open the exported PDF in Adobe Reader or a comparable PDF-reading software. Due to how the file is generated, you will not be able to open the file and hyperlinks properly with a browser (preview) viewer.
If you want to print or share the exported PDF with someone else, click "Save As"in Adobe Reader (or whatever PDF reader you prefer) and save the document with a new name. This automatically ensures the file is fully "readable", which ensures you're seeing all your markups and that your hyperlinks will work.
Export plans from the 'Plans' tab
With any premium Fieldwire subscription, you are able to export multiple as-built plans from the 'Plans' tab at once. To do this, simply roll over and select the checkbox(es) for the plan(s) you would like to export. You can also select the checkbox next to any plan folder to select all of the plans within that folder. Then click on the 'Actions' button, and select 'Export':
After you select 'Export', you're prompted to choose the 'layers' that you would like to include in the export. You have the option to include/exclude each of the different colors of markups and/or hyperlinks, and since all of your photo and file hyperlinks remain clickable in the export, also be sure to select only the types of attachments you'd like to include as well:
Once you click 'Export', the PDF file will be processed and sent to the email associated with your Fieldwire account as a .ZIP file. Click the link to open the .ZIP, and then you are able to download the plans as .PDF documents:
When you then open the PDF in a PDF viewer, like Adobe Acrobat, you will be able to view the mark-ups and open all the hyperlinks on the plan.
Export a plan from the 'Plan View'
You can also click to open individual plans and export from the single plan viewer.
Prior to exporting a Plan, leverage the Markup Filter tool and determine the layers and hyperlinks you want to include in your export:
Then select 'Actions', and 'Export as PDF' - the PDF plan will open in a new window in your browser, and you will be able to download it or print it to share with project stakeholders:
If the plan does not start to download automatically, click the 'Download' option:
Note: Single page plan exports do not contain task pins. If you'd like to export a copy of your plans with task pins, you will need to follow these directions to generate a PDF Summary or PDF Detailed report and choose to include 'Plans'.
Export plans in a report
Plans that are associated with Tasks can be included at the end of 'PDF Summary' or 'PDF Detailed' reports. Plans included at the end of these reports display task pin icons with task numbers that reference tasks in the report.
To include Plans at the end of your 'PDF Summary' or 'PDF Detailed' report, make sure to check the 'Plans' box. You can also leverage the 'Show tasks on these plans only' box to isolate specific plans you'd like to have the PDF exports of:
After you download the report, open it in a PDF viewer, and scroll to the bottom of the Report and you'll see the plans you chose to include:
Please refer to this article for a more intricate guide on exporting a Plan with Task Pins:
The following help articles go into how to gain access to, and leverage, plan exports and reports:
- How to upgrade your Fieldwire account
- How to generate reports in Fieldwire
- How to use the "Plans" tab in Fieldwire
Video Tutorial on Markup Tools
Video Tutorial on Exporting Plans
Video Tutorial on Advanced Plan Management