Intro to the Plans tab (Web) – Knowledge Base

Overview:

This article will highlight each of the different buttons available on the Plans tab and provide a brief description of what each button does.

When viewing the main Plans tab page, there are options to upload plans, buttons to determine how to view your plans, and a button that you can use to filter your plans. In addition to those, you have the ability to add a new folder for your plans, see which plans you last viewed, and also look up your plan upload history from the past 90 days using the Version Control button.

Note: Plans are available to every Fieldwire user. However, there are certain limitations within the Plans tab if you are not a Project Admin, and/or if you have not upgraded to our Pro or Business tiers. We will notate those features as such in the information provided below.

Upload Plans
Plan Views
Filter Plans
Folders
Last Viewed Plans
Version Control

Upload Plans

When accessing the Plans tab, you can upload plans using any of the buttons highlighted in the screenshot above. There are the "+New plan" buttons and then there's the button next to the folder name. This button as well as the "+New plan" button next to the plan sheet in the screenshot above both allow you to add plans to specific folders whereas the blue "+New Plan" button adds plans to the "All plans" folder upon initial upload. In addition, you can upload single-page PDFs as well as multi-page PDFs. However, the multi-page PDFs will break out into single pages upon upload to Fieldwire. To learn more about uploading Plans, click here.

Plan Views

There are two plan views: the Plan Thumbnail View and the Plan List View.

In the Plan Thumbnail View, shown in the screenshot above, tou can see thumbnail images of each plan in your project. In this view, you can see the plan title and tasks associated with the plan.

The second Plan view is the Plan List View. In this view, you can see the plan title, tasks associated with the plan, the current version, any tags associated with the plan, as well as the option to upload a new version of the plan, edit the plan, or delete the plan.

Both of these views will help you quickly identify your plan sheets!

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.

Introduction to plans

How do I use the plans tab on web?

Uploading plans, hyperlinks & versioning

Article	Use case
Uploading plans & resolving versioning conflicts	How to upload plans and resolve versioning conflicts
What is version control?	How to use version control and how to resolve versioning conflicts
How can I quickly edit plan names?	How to name plans, how to scan plans to rename, and how to batch edit plans to rename
Why aren't my plan hyperlinks activating?	How to fix plan hyperlink issues
What plan file types are supported on Fieldwire?	List of plan file types compatible with Fieldwire
What is plan comparison?	How Premium users can compare plans

Plan markups

Article	Use case
Plan view and plan markup tools on web	Overview of the plan view and all markup tools
How do I use the calibration and measurement tools?	How to calibrate the plan scale and how to measure markups in Fieldwire
How can I edit and duplicate my markups?	How to adjust markup attributes, resize, and duplicate markups
What markup keyboard shortcuts does Fieldwire offer?	A dictionary of keyboard shortcuts to use while marking up plans on the web
When I export plans as PDFs, how can I view my markups?	How you can view markups on plans exported from Fieldwire
Can I email a plan from my Fieldwire app?	How to email a plan from a mobile device
What are plan #tags?	How to create and manage plan tags