What the Best Way to Upload Specifications to Plangrid

What

Uploading and accessing the latest sheets/drawings and documents in the field, beingness able to build from the right information, capture fundamental projection data, reduce re-work and improve quality of build.

Who

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

How

In lodge to upload sheets to PlanGrid, you lot volition demand access to the PDF version of the sheets. Typically, one time you accept the sheets, you would bulk upload (elevate/drop or via a deject storage database) the sheets from your figurer. Yous would demand to have Admin access to do this. Also, merely an Admin can upload project documents (various file types – a separate procedure to uploading drawings) and they would accept the power to create the folder construction, upload files. Both drawings and documents are version controlled. Once the drawings and documents have been uploaded, these are available on any squad member'due south device, in one case they sync the PlanGrid app. Project team members likewise become notified via electronic mail of new sheets existence published.

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

See beneath 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 fix
When you first click the Sheet Upload push, you'll meet a prompt to enter the version set for your sheets. If you lot'd like to create a new version ready, click the "New version set" radio push and enter an issuance engagement and a version set name. If yous have existing version sets, you'll see them on the right-hand side of the window and will be able to choose any of your existing version sets.

How to select sheets

Note:You will need to select sheets before you can rotate, delete, or modify the sheet number or title expanse.

To select sheets, click the option checkboxes on the left side of the list. If you want to select all sheets, click the checkbox in the grey header row. If you click on 1 checkbox and then hold down the Shift key and select a 2d checkbox it will automatically select all the checkboxes that are between the ii checkboxes.

Drag in multiple groups of PDFs for upload

At present you tin can elevate PDFs from multiple folders and make certain y'all take your whole set compiled before you start the upload process.

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

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

2. Click on "Choose surface area for extraction." You can cull an area to excerpt text on both the canvas number and sheet title pages. The button will be labelled "Choose surface area for sheet number extraction" or "Cull expanse for sheet championship extraction," depending on the step you are at. You lot will but come across the button in the header row one time you select at least i sheet.

iii. Draw a box effectually the sheet number or sail title area on canvas. A window volition come upwards and you will see a view of the first sail in the fix; zoom in or out until you can see the sheet number or title. Click the "Fix sheet number area" or "Fix sail title area" push button at the top and with your mouse, draw a box effectually the area of the sheet where the sail number or championship appear. Make sure that the correct text direction, horizontal or vertical is selected, then click Apply.
iv. Review your results and repeat the procedure for the sheets with unlike number or title location. After a few seconds, you'll encounter the canvas number or title that has been extracted based on the area you drew; ringlet downwardly the list to ensure that these are correct for the sheets that you 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

1. 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. Discover that once you take selected at least one sheet, you lot'll see the buttons that will permit you to rotate your sheet(s) by 90 degrees clockwise or counter-clockwise and 180 degrees. You will also run across a button that allows yous to delete the selected sheet(south).

How to fix sheet numbers and titles that were read incorrectly

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

ii. Effort defining regions to look for sheet numbers and title. If you take non already, try defining the region on your sheets where the sheet number and titles appear so our OCR has a better guidance effectually where to find these elements. If this doesn't work, go on to Stride three below.

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

How to add project tags during the upload procedure

ane. On the "Add sheet titles and tags" step of the publishing flow, select the sheets you want to add or remove a tag from using the checkboxes on the left-hand side of the table.

2. Click on "Edit tags", which will evidence up once you lot select at least one sheet.

You volition see a screen that will show you all the tags that the selected grouping of sheets has in common. Yous tin delete the tags practical to that group of sheets by clicking the x next to the tag name or add together tags by typing in the "+ Add new tag" field. Click on "update tags." Yous can just majority remove tags if all the sheets you selected have that particular tag.

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Why

Having mobile access to the latest data ways that y'all're far more productive, working collaboratively and reducing the typical errors of working from old information, that often lead to rework, poor workmanship/quality.

What next?

PlanGrid and BIM 360 Docs are to exist integrated in the about future. In that location is already a solution available for such an integration but information technology requires the customer to have PlanGrid Connect. This means yous can automate the process of accessing canonical drawings and documents in PlanGrid, directly from Docs, as well as have information from PlanGrid go back into Docs, such as 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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