Overview & Background
In the Plans tab, you can view all uploaded plan sheets and add new ones to the project allowing you to begin your journey to build great things! Take a look at the content below for an overview of how you can do so.
Table of Contents
- Plans Tab Functions
- Create Unique Folders
- How to Search for Plans
- 'Actions' Menu
- Tasks on Plans
- More Information
Plans Tab Functions
How to Add Plans
From the "Plans Tab" on the web version of Fieldwire, Project Admins can upload plans that are PDFs (single or multi-page), PNGs, or JPEGs (we do not currently support DWGs). For more information about how to format a plan for Fieldwire, click here.
Step 1: Click the '+ New plan' button in the top-left of the page to upload your plan files to Fieldwire:
Step 2: Choose to upload from your computer or a number of sources where you might already have your plans stored:
You can upload files 'manually' from your computer, Dropbox, Box, Google Drive, One Note, Gmail, and from live hyperlinks. Fieldwire also offers an advanced Dropbox/Box/OneDrive integration. For more information about uploading from our Dropbox/Box/OneDrive 2-way sync (for Business and Premier subscriptions), click here.
If uploading from your computer, select (or drag) the pertinent Plan file(s) in the upload window, and select 'Upload':
Tip: If you are uploading a multipage PDF, make sure the orientation is correct before uploading it, as rotating each sheet afterward can be tedious.
Note: The size limit for plan uploads is 1gb.
Step 3: The plans will process, and the plan icons will be a spinning circle. This is when the OCR is naming, versioning, and hyperlinking your plans. Please note that this could take a few minutes if you have uploaded a large volume of plans:
After the plans process, you will see a small tile containing a plan preview, along with the plan names, and the contingent descriptions (if there are any). After your plans are uploaded, we process them so that they can be viewed quickly on the mobile app. This is done purposefully to allow for better viewing and zooming:
Confirm Plan Names
When uploading multi-page PDFs, our system will automatically name all of the pages that were uploaded. However, prior to its completion, our system will ask you to confirm the names of the pages you uploaded.
The way to confirm the plan names is by looking at the top of the screen for a yellow bar that provides three options: "Confirm individually", "Confirm all", and "Revert to page numbers". This is particularly helpful when you notice that one or more of the pages were named incorrectly as you'll be able to change/confirm the names/descriptions one at a time or all at once.
Revert to Page Numbers
After the Fieldwire OCR has named several plans, you have the option to revert the names of the plans to chronological page numbers. Simply select the 'Revert to Page Numbers', then specify a naming convention.
Note: This is an extremely useful feature if you do not want the plans to automatically version:
After reverting to page numbers, the plan names will be page numbers instead of plan numbers:
Resolve Version Conflicts
When you upload new plan versions, Fieldwire will scan and name the plans. If the OCR detects the name of a new plan matches with the name of an existing plan, it will trigger version conflicts.
A version conflict is when Fieldwire wants to confirm that the OCR is accurate and the new version will be associated with the existing version. To resolve the conflict, you will need to confirm the sheet name of the new versions so the new sheets will slip-sheet on top of the existing sheets. This action pushes any markups and tasks to the latest version - you'll also be able to reference all of the old versions on any platform, keeping things organized.
When you need to resolve the plan versions, you'll see a red warning at the top of the page.
You are not able to view the plans before resolving the contingent conflicts.
To begin to approve your plan names, click the 'Review sheets' button:
A new screen will appear displaying the new and existing sheets and the plan names of each. Here you can view a cropped plan, including the area where Fieldwire identified the sheet name.
While the OCR seeks to name the plan, based on what's on the sheet, sometimes this fails or isn't possible due to the plan formatting or file type. In either case, you will need to 'add [the sheet] as a new version' if the sheet on the left is a new version of the sheet on the left:
Or rename the new sheet, so the name does not match with the existing sheet, and 'confirm' this as a unique plan:
- For more information about how the OCR names plans, click here.
For more information about manually setting the OCR scan location and how to edit plan names, click here.
For more information about automatic versioning and version control, click here.
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.
Create Unique Folders
Plan Folders will automatically be created when you upload a multipage PDF - however, Project Admins can add, remove, and rename folders. Most users will create plan folders by discipline, however, you can adjust these as you see fit.
To add a new folder, select the '+New folder' option from the plans tab:
To delete a Plan folder, choose the downward-facing arrow (drop-down menu) to the right of the folder name and choose "Delete folder":
Note: If you accidentally delete a plan or plan folder (containing plan sheets), they can be recovered in the Trash tab.
To change a folder name, choose the downward-facing arrow (drop-down menu) to the right of the folder name and choose "Rename folder":
Note: Folders are put in alphabetical order automatically. If you would like to reorder them, please click here to learn more.
You can open all the plans from a single folder or close them by clicking on that folder title. You can also open or close all plans from all folders by clicking on the 'All plans' folder:
- If you have less than 100 plans: all folders are expanded at initial load, clicking all plans/files folder collapses all folders.
- If you have more than 100 plans: all folders are collapsed at the initial load, only one folder can be expanded at once.
You also can see the total number of plans, including all versions, on the Plans tab:
You can also see the count of unique plans in each folder. This does not count unique versions, just the total number of uploaded plans:
How to Search for Plans
If you have many Plans, sifting through all of them could take some time. To make it easier, use the search bar to search for plans by the plan name:
Note: To take full advantage of the Search bar, you'll need to enter the plan name exactly as it is displayed within Fieldwire, including periods, ".", and dashes, "-".
How to Toggle Between Thumbnail vs List View
You can preview your plans by using the Thumbnail mode to get a quick glance at that particular plan sheet. However, if you'd like to view the plans by their title in a list, you can toggle on the List view mode. The list view mode will not include a preview of your plans.
You can toggle back and forth by click on the Thumbnail or List view icon on the top right corner of the Plans tab:
Filter Plans by Tags, Version Sets, and Time
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:
Once you select any number of plans using the checkboxes in their upper-left corners, you can click on the red 'Actions' button.
You can see the number of plans you selected as well as a list of 10 different actions you can perform:
- More information about 'Compare'.
- More information about 'Export'.
- More information about 'Scan number/description'.
- More information about 'Edit scale'
- More information about 'Batch edit'.
- More information about 'Manage tags'.
You can rotate your plans to -90°, 180°, or 90° degrees. Please note that you should rotate the plan before adding any pin tasks or markups because the pin tasks and markups don't move with the rotation. In other words, the task pins and markups are static.
Whenever you rotate your plan, a new plan version is created. You can modify (change version sequence or delete that plan version) using version control. Please see the following article for more information on version control: What is Version Control for Plans?
To rotate plans select the plan(s), click on the action button, and select the rotation degree you wish to use:
Tasks on Plans
With the Plans tab open, you can select 'All tasks' to view the number of tasks related to each plan.
This number changes depending on which category you have selected (you can select 'All tasks' to show all tasks in all categories - see below):
For more information on Plans, Markups, etc., please see the additional resource below.