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.
Table of Contents
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.
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.
You can filter plans by selecting hashtags you have created, by the Version set - the version set being the denomination of a plan's 'version description', and by the Time - the time meaning when plans were added, modified (new version or new markups), as well as the date range which works exactly the same as the date range in our task filters:
The "+ New folder" button allows users to create a new folder for their plans for better organization on the plans tab.
Once you've created a new folder, you can drag and drop plans into that new folder, or you can click on the down arrow next to the folder's name and click on "New plan", "Rename folder", or you can choose to delete the folder. If you delete the folder accidentally, it can be recovered from the Trash tab.
Project Admins can access the version control for plans. Version Control displays the history of all plans which have been uploaded to the project. These are split out by the upload date and provide you with the last 90 days of plan uploads. Here, you can view the Plan file name, the Version Description, and the Version Notes:
You can also export a 'Drawing log' or a .csv record of when the plans were uploaded and which versions these are associated with.
Introduction to plans
Uploading plans, hyperlinks & versioning
|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|
|How Premium users can compare plans|
|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
- How does Dropbox/Box 2-way syncing work?
- Why aren't my Dropbox/Box files 2-way syncing?
- How do I upload documents from a different Dropbox/Box account?
Plans tutorial videos
Uploading plans video
Version control video
Markups & annotations video
Exporting plans from Fieldwire video
Dropbox/Box 2-way sync