Plan Grid Move Drawings to Another Project

What

Uploading and accessing the latest sheets/drawings and documents in the field, being able to build from the right information, capture central project information, reduce re-piece of work and improve quality of build.

Who

Nugget Owners, Architects/Consultants, Engineers, Chief Contractors/Developers and Sub-contractors.

How

In order to upload sheets to PlanGrid, you will need access to the PDF version of the sheets. Typically, once you lot have the sheets, you would bulk upload (drag/drib or via a deject storage database) the sheets from your computer. You would need to have Admin access to do this. Likewise, merely an Admin can upload project documents (various file types – a separate process to uploading drawings) and they would accept the power to create the folder structure, upload files. Both drawings and documents are version controlled. Once the drawings and documents accept been uploaded, these are available on any team member's device, once they sync the PlanGrid app. Project team members also go notified via email of new sheets being published.

Note: Sheets tin can also be uploaded into PlanGrid via Revit. Firstly, the Plugin (add-in in Revit) requires installing from here.

Run into below screenshots illustrating the upload process of drawings and documents in PlanGrid, and how this then allows for access to this information in the field:

How to choose your version ready
When you lot outset click the Canvass Upload push, you'll run into a prompt to enter the version set for your sheets. If you'd like to create a new version ready, click the "New version ready" radio push and enter an issuance date and a version set name. If you have existing version sets, yous'll see them on the correct-hand side of the window and volition be able to cull any of your existing version sets.

How to select sheets

Annotation:Y'all will need to select sheets before you can rotate, delete, or change the sheet number or championship area.

To select sheets, click the selection checkboxes on the left side of the list. If you desire to select all sheets, click the checkbox in the grey header row. If you click on one checkbox then hold down the Shift key and select a second checkbox information technology will automatically select all the checkboxes that are between the two checkboxes.

Drag in multiple groups of PDFs for upload

At present y'all can drag PDFs from multiple folders and brand sure you have your whole gear up compiled before you start the upload procedure.

Define multiple custom regions
At present you tin can ascertain one sheet number location for the first 50 sheets while defining a different sheet number location for others. This is useful if you have a projection where unlike firms are creating sheets that have their sheet numbers in different parts of the canvass.

1. Select the sheets you want to edit. Select sheets using the checkboxes on the left-hand side of the table.

ii. Click on "Choose area for extraction." You tin choose an area to extract text on both the canvas number and sheet title pages. The button volition be labelled "Cull area for sheet number extraction" or "Choose area for sheet championship extraction," depending on the step you are at. You will only see the button in the header row once yous select at least 1 sheet.

3. Draw a box around the sheet number or sheet championship area on sheet. A window will come upwards and you lot will encounter a view of the first sail in the set; zoom in or out until you lot tin can run into the canvas number or championship. Click the "Set up sheet number area" or "Set sheet title area" button at the top and with your mouse, draw a box around the area of the sheet where the sheet number or championship announced. Make sure that the right text direction, horizontal or vertical is selected, then click Apply.
four. Review your results and repeat the process for the sheets with different number or title location. Later on a few seconds, you lot'll run across the sheet number or title that has been extracted based on the expanse yous drew; scroll down the listing to ensure that these are correct for the sheets that you lot edited.

Note: if there are sheets with title boxes in a different location, repeat the process with those sheets.

How to delete and rotate sheets

one. Select the sheets you want to edit. Select sheets using the checkboxes on the left-hand side of the table.
2. Click on the rotate or delete buttons. Notice that in one case you have selected at to the lowest degree one sheet, you'll see the buttons that will allow yous to rotate your sheet(s) past ninety degrees clockwise or counter-clockwise and 180 degrees. You will besides see a button that allows you to delete the selected sheet(s).

How to ready sheet numbers and titles that were read incorrectly

one. Select the sheets you want to edit. Select sheets using the checkboxes on the left-hand side of the table

2. Try defining regions to expect for sheet numbers and title. If you accept not already, try defining the region on your sheets where the sheet number and titles appear so our OCR has a better guidance around where to detect these elements. If this doesn't work, continue to Pace 3 below.

3. Click on the "Edit sheet numbers" or "Edit sheet titles" button. The push button will be labelled "Edit canvas numbers" or "Edit sheet titles", depending which step of the process you lot're on. This button will exist visible in the header row once you select at least 1 canvas to edit. You are given various options here including to select filename as sail number.​

How to add project tags during the upload procedure

1. On the "Add sheet titles and tags" step of the publishing period, select the sheets yous want to add or remove a tag from using the checkboxes on the left-hand side of the tabular array.

two. Click on "Edit tags", which will show up once you select at least ane canvas.

Y'all volition encounter a screen that volition show you all the tags that the selected group of sheets has in common. You can delete the tags practical to that group of sheets by clicking the ten next to the tag name or add together tags by typing in the "+ Add new tag" field. Click on "update tags." You lot can but bulk remove tags if all the sheets you lot selected accept that particular tag.

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Why

Having mobile admission to the latest information ways that you're far more productive, working collaboratively and reducing the typical errors of working from old information, that ofttimes atomic number 82 to rework, poor workmanship/quality.

What next?

PlanGrid and BIM 360 Docs are to be integrated in the near future. At that place is already a solution available for such an integration but information technology requires the client to have PlanGrid Connect. This means yous can automate the procedure of accessing canonical drawings and documents in PlanGrid, directly from Docs, as well as accept data from PlanGrid get back into Docs, such every bit completed Field Study forms.

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Source: https://knowledge.autodesk.com/search-result/caas/simplecontent/content/digitisation-drawings-documents-for-the-field-plangrid.html

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