PlanGrid FAQs

Once you've set up your field report templates on plangrid.com, you can fill them out on from your Windows device running Windows 7 or higher. Please visit https://www.plangrid.com/windows/ for the download link, if need be.

To fill out and submit a report on Windows:

1.Open your PlanGrid project on your Windows device and click on the clipboard icon in the navigation bar to go to'Field Reports.'

2.From there, you can choose to "List All Reports" or hit the drop down arrow to show "Reports by Template"

3.You can click "New Report" on the top right, or click a specific report in "Reports by Template" to see the "New Report" button as well.

4.Once you've selected "New Report," you can now click into different areas to fill out the Report.

5.Once complete, you can click the "Submit" button on the top right to Submit the form. If you want to exit with saving your work, you can click the "Save" button on the top right. Upon backing out of the screen using the top left arrow, it will ask you if you would like your work saved.

Save time from repetitive data entry bycopying from any report.

To make a copy of a report on Windows:

1. Navigate to Field Reports on the Windows app.

2. Double tap on the desired report log from the list. This can from a current draft or even a Submitted report.

3. Tap 'Copy' on the top right, and then tap 'OK' to confirm copying this report toa new draft.

Note:This will make a copy of the entire report, including all references.

5. Your new draft will appear in the report log. Tap on the new draftand then edit the date, description and other report details, as needed.

Need to make changes to a previously submitted report?

Create a copy of the original report, then revise and re-submit. Archive the original report to remove it from the report log.

To edit a submitted report on Windows:

1.Open the report you wish to edit, and then tap Copy to copy it to a new draft.

2.Upon confirming the Copy, you will be routed directly to the new Draft of that same report.

3.Edit all report details, as needed, then click Submit to re-submit a revised report.

4.Finally, open the report that you copied from in step 1, and tap Archive to remove this from view in the report log.

Archiving a Submitted Report

Viewing Archived Reports

To remove a report from the report log, you have the option to archive a previously submitted report. Once a report has been archived, the report will by default be hidden view on the report log.

Any user with access to view a particular report also has the option to archive that report. This includes the original submitter, as well as all reviewers of that report. Learn how to configure report permissions.

For restoring an Archived report, this can currently be done on iOS, Android, and the Web.

Archiving a Submitted Report

To archive a submitted report on Windows:

Navigate to Field Reports in the app.

Tap on the applicable report from the list of report types.

3.Tap to view one of the submitted reports inthe list.

4. Tap on Archive report' on the top right.

Tap OK to confirm you want to archive this submitted report.

Viewing Archived Reports

To view a previously archived report on Windows:

Navigate to the report log in the app.

Then, tap on the filters menu at the top and tap the 'Archived' box on the right side.

Archived reports will now show within the list with an Orange colored label.

Field reports can be exported and downloaded directly or shared with people inside or outside of your PlanGrid project via a shareable link.

Note: An internet connection is required to use this feature.

Emailing a Shareable Link or Downloading Directly

1. Navigate to the field reports section of your project.

2. From here, whether you are on "List All Reports" or "Reports by Template," you can check mark any particular reports.

You can also click on a specific Template and sort them that way. From there, you can double tap on a specific report.

3. If you are on the List View, the "Export Selected" button will be at the top of your screen. Upon going into a single report, you will be able to find the "Export Button" at the top right.

4. You will then see the option to create a PDF Report or an XLS Report

PDF Reports: You have the option to include:

Photos, Tasks, Documents, and Snapshots

XLS Reports will include:

Report Details, Worklog Items, Aggregate Labor Hours and Workers

5. You can click the "Generate" button for a download link to copy, or you'll see a Download button to download it immediately.

Note: You must have a Mail account set up on your device to use this feature. To use an alternate email application, please use the 'Preview PDF' option, and then select your desired app from the list.

With PlanGrid's Template Builder, you're able to create your own customized template that you can assign to anyone on your project team. The Template Builder features a pre-formatted template that you can edit to meet your project's specific needs. Or you can build a new template from scratch. Either way, you have full control over the fields and questions on your template.

Creating a New Template Customizing the Template Section Types Section Order Saving and Using the Template Editing an Existing Custom Template

Creating a New Template

To begin, open Field Reports and select the Template tab. Then click Add New and select Create a new template. Finally, select PlanGrid Custom Template and click Next.

Here you can select whether to begin with one of PlanGrids existing templates or build one completely from scratch. Pick an option and click Next to begin customizing your template.

Customizing the Template

Now its time to customize your template. To start, youll need to give your template a title and select a template type. The template type will allow you to easily filter your reports later on so you can find the ones youre looking for.

Section types

The Form Builder features a number of different sections with specific features. You can add new sections using the toolbar on the right-hand side of the screen.

Section: This is a fully customizable section of the template. It lets you ask a question and then choose how youd like your team to answer. Youll specify the title, question, and response type.

You can put up to 20 Sections and Questions per Template. Within those questions, there can be up to 10 answer options per question.

There are five response types you can choose from:

Preconfigured responses: this allows you to choose between four sets of preconfigured answers. Your choices are Yes / No / NA, True / False / NA, Plus / Minus / NA, or Pass / Fail / NA. You need to pick one set, which will allow your assignee to pick one of the three options.

Text response: this lets someone enter whatever text they like.

Number response: this lets someone enter a number.

Single-select response: this lets someone choose a single answer from a list. You can specify each item in the list and add as many choices as you need.

Multi-select response: this lets someone choose their answers from a list, and they can select more than one. You can specify each item in the list and add as many choices as you need.

If youd like to include more than one question in a section, simply click the add question button on the toolbar.

You also have the option to "Copy" a question directly by clicking the "Copy" icon shown below the question.

Equipment: This allows your team to track equipment used. The person filling out the report will be able to add the equipment type, quantity, hours used, and any comments.

Materials: This allows your team to track material used. The person filling out the report will be able to add the material type, quantity, unit, and any comments.

Notes: This allows your team to add any additional details in free-text format.

Weather: This will add a row of weather information to each report created using your template. It will include weather details from 7am, 12pm, and 4pm on the day the report is filled out.

Work Log: This allows your team to keep track of its crew and hours. The person filling out the report will be able to add the crew name or type, total number of workers, total hours worked, and a description of the work performed.

Section Order

To Adjust the order of any sections you've already made, click the '3 dot' button to the right of the row.

Saving and Using the Template

Onceyou'vefully customized your template, click the Save button. Now youll be able to assign people to fill out and review the form. You can also choose whether to send assignees a daily email reminder. When youre ready to create the template, simply click Create.

Editing an Existing Custom Template

If you need to, you can edit a custom template after its been created. Select the template you want to edit from your list of templates and then click Modify Template.

This will bring you back to the template builder, where you can edit any field and add or delete sections of the template.

Featured: Accessing the Sync Log Help! I'm getting a Sync Error! Resolving Sync Errors on iOS Resolving Sync Errors on Android Resolving Sync Errors on Windows Tips for Downloading Projects Force Refreshing My Project Assuring Your App Version is Up To Date

Please read: The following steps will assist you in any Synchronization Errors experienced. In the event that you may have to discard items from your Sync Log, we recommend to either copy and paste markups to a Sample Project (to copy back after), or take screenshots of any affected sheets to save as a reference.

If you are copying and pasting Tasks, please note that the Task ID numbers will likely not be the same, and it will result in a new Task ID number from the last one used in that project. Be sure to refer to the link above, or chat in with us at www.plangrid.com if you have any immediate questions.

Accessing the Sync Log

Your mobile device's sync queue allows you to monitor the progress of uploads (items from the device syncing to the PlanGrid cloud), and downloads (project information being downloaded from the cloud to the device). If you are experiencing a stalled download or a sync error while uploading markups, you will need to know how to access the sync log on your device.

1. Open the mobile app to the main projects page.

2. On iOS: tap the cloud icon in the lower left corner. On Android: tap the menu button (3 vertical dots OR physical button, depending on model) and then choose "Sync status".

FAQs and Popular Articles

iOS

Android

This is the synchronization queue which shows the status of individual sheet, document, and data downloads to your device, as well as the status of uploads from your device to the PlanGrid cloud. If you have made changes to the project on the device while offline, they will queue up here until an internet connection is restored, at which time they will sync to the PlanGrid cloud.

Important: If you have items in the sync log waiting to sync to the cloud, do not log out of the PlanGrid app or uninstall it until after those items have synced. Logging out of the PlanGrid app/uninstalling the app while items are waiting to sync will clear the sync log and result in lost markups.

Help! I'm Getting a Sync Error!

If your markupsare stalled, and not syncing with the website, you may have synchronization problems which are reported in your device's sync queue. Below is how to clear them on iOS and Android.

Note: Contact [email protected] if you need to clear more than two items through this process. This should be a rare occurrence when using our service, and you should report any repeated or prolonged sync errors to PlanGrid Support.

Resolving iOS Sync Errors

1. Follow the steps above to access your sync log on your iOS tablet or phone.

2. This is the synchronization queue which shows the status of an individual sheet, document, and data downloads to your device. Please click on 'Uploads', followed by the project name with the red exclamation mark.

3. Go to the very 1st item at the top of the list. This is likelythe item that is causing the sync error. There should also be a blue and red button already displayed next to the annotation description.

Please tap on 'retry' a few times to see if it will sync through.

If there is no success in retrying, please tap 'discard' to remove the item.

4. Repeat with the next item down if syncing doesn't resume. Once the project has fully synced and the sync log is empty, follow the instructions below to perform a forced refresh. This will ensure that you continue to properly receive updates to your project.

Resolving Android Sync Errors

1. First, tap back until you reach the projects screen. Then, tap the android menu button, and select "Synchronization" from the menu.

2. Then, tap on "Uploading" and then tap on the item that has failed to upload. It will only be possible to tap items that show as "Failed". If there are items in the queue that do not show as failed, then that means they are pending and will upload once a connection is restored.

3. Finally, choose to "Discard" the failed markup.

4. Repeat with the next item down if syncing doesn't resume.

Resolving Windows Sync Errors

Upon receiving a Windows Sync Error, you will see a yellow banner at the top. This will include the details of the error, as well as a number of items that has unsuccessfully synced.

If you are experiencing this, we recommend that you take screenshots of any specific markups that you may need to recreate, prior to discarding.

Clicking "Discard Changes" will only remove the failed items, and will allow the rest to sync. Please chat in with us at www.plangrid.com or email at [email protected] if you have any immediate questions, before moving forward.

Tips for Downloading Projects

Below are some general guidelines to ensure successful project downloading. If you have any specific questions or run into any issues while downloading, feel free to email us at [email protected].

1. You can only download projects on wifi; cellular connections are not strong enough and will result in incomplete downloads.

2. You will get the best results on a strong wifi network. Sometimes office wifi can be slower than home wifi because there are more devices on the office network. If you notice that, try to do the majority of your project downloading on whichever network is the strongest and most consistent.

3. On iOS: Downloading will stop if the tablet goes to sleep. If your screen goes black, your tablet has gone to sleep. To prevent that, turn "OFF" Auto-Lock. To do so, go to Settings > General > Auto Lock > Never.

4. On Android: Downloading will continue while the tablet is asleep provided the PlanGrid icon shows in your task bar. If you do not see the icon in your task bar, do not exit the app or sleep the tablet until the icon is present.

5. On Windows, you have an option to "Right Click" the project name and hit "Sync and Open" if you need to refresh the project from that screen. This is also how you will remove the project from your device or open it again, if need be.

For more information about downloading projects to your mobile device, go here.

Force Refreshing a Project on My Tablet

A forced refresh on your tablet can solve many problems, from not seeing updates to the project, to downloading new documents to your tablet. For more information on updating and refreshing your project, go here.

1. On iOS, click the gear icon on the bar.

2. Tap "Force Refresh" to force a refresh of all data on the project.

For Android, tap and hold on the project name, then remove the project from the device and then re-download it.

For Windows, 'Right Click' the project name and click on "Sync and Open"

Updating the PlanGrid App

To see what version of PlanGrid you're on now:

1. Go to your main Projects page (where all projects associated with your account are listed), and tap the menu button in the upper right corner.

iOS:This looks like a person at the top right.

Android: This looks like 3 vertical dots or may be a physical menu button along the bottom. Tap "Account information". The version number is at the bottom of that page.

Windows:click the "Gear" icon on the bottom left, followed by the "About" link at the top.

iOS

Android

Windows

To get the latest version of PlanGrid:

iOS:

1. Go to your app store.

2. Tap the button to update

3. If you don't see an update, look for PlanGrid under "Search".

Android:

1. Go to the Play store.

2. Click "Play Store" or the three lines in the search in the upper left corner, then click "My Apps".

3. Next, choose PlanGrid from the list of Installed Apps.

4. Choose "Update".

Windows:

In the Windows App, you will be notified by a banner at the top to update your app, if there is an update available.

Related Articles:

Mobile: Managing the PlanGrid App on My Device

Mobile: Accessing My Projects on the Device

Featured:

Adding Photos and Videos to your project Web iOS Android

Uploading and Viewing 360 Photos

Viewing, Editing, Exporting, and Deleting Web iOS Android Windows

Filtering Web Windows

Photos: With Photos in PlanGrid, you can store and manage all media related to your project. This is useful for everything from documenting progress photos to informal communication and material tracking. Photos supports numerous file types in different formats.

360 Photos: Photos supports 360 photos in JPG format. Use any device to capture 360 photos and upload them directly to PlanGrid. 360 photos are viewable on Windows, Android, and iOS in both touch view and motion view.

Videos: You can now upload and record videos within PlanGrid as anMP4file type, and up to the size of1GB. With our Videos capability, you can record videos up to2 minuteson any sheet. Any newly recorded videos will retain its GPS data, if available. Additionally, you can place them as a reference in our Tasks, Advanced RFIs, and Field Reports.

Images

PNG (20MB limit)

JPG (20MB limit)

WEBP (20MB limit)

Videos

MP4 (1GB limit)

The Photos feature allows you to upload media from any device, either one at a time or in bulk. You can add files to markups and tasks, and you can attach existing photos and videos to RFIs. You're also able to filter media to find what you're looking for more easily, as well as download the files or export a report about them.

Adding Photos and Videos to your project

On Web

Photos

Navigate to your Photos page and click Add Media. Drag and drop your file(s) to the upload screen or click From your computer. Then click Done.

Sheets

To add a photo or video directly to a sheet, open the sheet and click the camera icon on the markups toolbar. Then select Add Photo, upload your file(s), and click Finish.

Tasks

You can add a photo or video to a task either directly from a sheet or from the tasks list view.

From a sheet, select a task or create a new one. Locate the Photos section of the task and click Add Photo, upload your file(s), and click Finish.

You can also add a photo to an existing task from the task list view. Select an existing task and locate its Photos section. Click Add Photo, upload your file(s), and click Finish.

On iOS

Photos

Navigate to your Photos screen and tap Add Media. You can take a new photo or video or select one from your camera roll. Choose the option you would like and allow PlanGrid to access your camera or camera roll if necessary.

Onceyou'vetaken a photo or video or selected the file(s) youd like to add, and theyll be added to the gallery.

Sheets

To add a photo or video directly to a sheet, open the sheet and tap the camera icon on the markups toolbar. You can choose to take a new photo, select one from your library, or take a new video. Onceyou'veselected an option, you can publish your photo or video as a markup to the sheet.

Tasks

You can add a photo or video to a task either directly on a sheet or from the task list. Select the task or create a new one, and locate the References section of the task-creation screen. Tap Add photo and choose to take a new photo, select one from your library, or take a new video.

On Android

Photos

Navigate to your Photos screen and tap the Add icon. You can take a new photo or video or select from your devices gallery.

Onceyou'vetaken a photo or video or selected the file(s) youd like to add, tap Open.

Sheets

To add a photo or video directly to a sheet, open the sheet and tap the camera icon on the markups toolbar. You can take a new photo or video or click Add to select one from your devices camera gallery. Onceyou'veselected an option, you can publish your photo or video as a markup to the sheet.

Tasks

You can add a photo or video to a task either directly on a sheet or from the task list. Select the task or create a new one, and locate the References section of the task-creation screen. You can take a new photo or video or click Add to select one from your devices camera gallery.

On Windows

Photos

Navigate to your Photos page and tap Add Photo. Drag and drop your file(s) to the upload screen or click select files from your computer and click Upload.

Sheets

To add a photo or video directly to a sheet, open the sheet and click the camera icon on the markups toolbar. You can take a new photo or video or click Select files from your computer to select from your devices camera gallery.

Tasks

You can add a photo or video to a task either directly on a sheet or from the task list. Select the task or create a new one, and locate the Images section of the task-creation screen. Click Add and youll have the option to take a new photo or video or upload from your device. If you choose to upload from your device, you can select multiple files

Uploading and Viewing 360 Photos

PlanGrid supports 360 photos in JPG format. Take a 360 photo with any device and upload it to PlanGrid as you would a normal photo, either from the Photos page or directly from a sheet or task.

Your 360 photos are viewable on Windows, Android, or iOS devices. You can navigate them using either touch view or motion view.

Viewing, Editing, Exporting, and Deleting

On Web

On web, you can view photos and videos, see details about them, view them on a map, export, download, and delete.

Navigate to the Photos section of the PlanGrid website. From here, you can see details about each photo and video as well as download, export, or delete it.

Simply click on a photo or video to view details about it. You can change the title, see its location on a map, or download it directly from this view. You can also navigate between files using the Previous photo and Next photo buttons. If youd like to delete the file, click Delete.

You can also interact with multiple photos and videos at once. To select every photo and video currently loaded, check the box on the upper-left hand side of the page. Or you can select multiple files by checking the boxes on the files individually.

Onceyou'veselected files, you can download or export them in bulk.

Downloading will allow you to access all of the files directly. Simply click Download .zip to download the selected files.

Exporting creates a PDF report that contains each of your files along with data about them. Photos will appear directly on the PDF report, while videos will appear as an image with a link to download the full video. To export, click Export and then enter the email of the person who should receive the report. Once you click Generate, youll also have the option to copy a shareable link.

On iOS

On iOS you can view and markup photos, view videos, see details about them, see their location on a map, and delete them from the device.

Navigate to the Photos section of the app to view your photos and videos. To view a photo or video, simply tap on it, and tap Details to view additional information, including the title, creation data, and location.

You can also view a map of all of your photos and videos by clicking on the map icon.

Marking up Photos:

Access any photo by the Sheet View or the Photo Gallery. From there, you will see the 'Markup' icon at the bottom center of the screen. You can then choose a color and mark the photo.

Deleting photos and videos from your device is simple:

Tap Select and then tap on the file or files youd like to delete

Selected everything you want to delete

Tap the delete icon

Confirm the action.

This will delete the photos or videos from your device, but theyll still be viewable in the project on the PlanGrid website.

On Android

On Android, you can view photos and videos and see details about them, including their creation location on a map. You can also send a report about your photos and videos.

Navigate to the Photos section of PlanGrid. From here you can tap on each photo or video to view it and see details about it.

To select multiple photos or videos, long tap on one and then tap the circle on the upper-left hand corner of each.

To export a report about your photos and videos, select the ones youd like to include and tap the Share icon. This will open a new email that will include a link to download the report. Reports contain each of your files along with data about them. Photos will appear directly on the PDF report, while videos will appear as an image with a link to download the full video.

On Windows

On Windows, you can view photos and videos and see details about them. For photos, you can see where they were taken and whether they are associated with a sheet. You can also markup, rotate, download, or delete the file.

To download, markup, rotate, or delete a file, double click on it. Then select the corresponding action on the top of the screen.

When you delete a photo or video from your device, it will still be viewable in the project on the PlanGrid website.

To download multiple files or export a report, select one or more files using the checkbox on the upper-left hand corner of the thumbnail image. Then click Export.

You can choose to download the selected files as a ZIP package or create a report. Simply click Download photos to download the files directly.

To generate a report, click Photos report. This will generate a shareable link that you can copy and email, or you can download the report directly. Photos will appear directly on the PDF report, while videos will appear as an image with a link to download the full video.

Filtering

Use filters to quickly find the photos and videos you need to reference. You can filter in a number of ways:

By photo or video title

By photo or video creation date (or a date range)note, this is the date the photo or video was originally taken, not its upload date

By the person who uploaded the photo or video

By sheet associated with the photo or video

Filtering is currently only available on the web and Windows.

On Web

To filter photos and videos on the web, click the Filters button.

Enter the filter criteria youd like to use, and your Photos page will automatically display files that match your filters. You can use multiple filters together at once.

To clear filters, simply click Clear.

On Windows

To filter photos and videos on Windows, click the Filter button.

Enter the filter criteria youd like to use, and your Photos page will automatically display files that match your filters. You can use multiple filters together at once.

To clear filters, simply click Clear.

Note: The following steps are to upgrade your own account. If you would like to upgrade another user's PlanGrid account, please visit this page for detailed instructions.

1. Login to your account at https://app.plangrid.com.

2. Click on your user namein the upper right corner of the screen, then click on "Account Settings".

Synchronization Halted

3. Under "Status", click on "Upgrade".

4. Select theplan you want to upgrade to, select the subscription type (annual or monthly) then enter your credit card information. Lastly, click on "Upgrade".

5. You should receive a receipt in your email shortly!Please contact [email protected] if you are interested in invoicing a group of annual subscriptions at once. All monthly subscriptions can only be paid by credit card online.If you need any help with this process, feel free to chat with us by clicking on the blue "Chat With Us" tab in the bottom right corner of your screen. We're here to help!

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What is the RFIs tool?

With the RFIs tool in PlanGrid, you can easily create, distribute, and publish requests for information (RFIs). The RFIs tool allows you to view all of your RFIs in one place, distribute answers efficiently to your team, and export a log of your RFIs as well as details about individual RFIs.

How does the RFIs tool work?

RFIs are managed using the PlanGrid website, but they can also be created on PlanGrid for iOS, Android, and Windows.

When setting up the RFIs tool, youll assign a default Manager and Reviewer. Anyone can submit an RFI, which will first be sent to the Manager, who reviews the question, adds additional information, and sends it to the Reviewer. Workers in the field can only submit RFIs to the default Manager, so youdon'tneed to worry about your team sending RFIs directly to your design team.

The Reviewer receives the RFI, reviews it, and provides an answer in response to the RFI Manager, who can then distribute the information to the team. This way, all project members have access to the correct information.

At any point in the process, the RFI Manager is able to easily export a list of all RFIs in a CSV file or individual RFIs as PDF documents. Anyone can post RFIs directly to sheets so that the information is readily available.

Setting up the RFIs tool

When you begin a new project with the RFIs tool, youll need to assign the projects default Manager and Reviewer. Youll want to have invited the people you want to assign as the Manager and Reviewer to your project before starting this step.

The set-up process will walk you through the steps needed to do this. Open the RFIs tab from the navigation bar and click Next to begin.

RFIs FAQs

On the following screens youll be asked to input a default Manager and then a default Reviewer. Select a team member for each of these roles and click Next. Finally, select a default review period. This is the number of calendar days that a Reviewer will have before an RFI is due back to the Manager. Click Get started to begin using the RFIs tool.

See a video of the process here:

Other articles about RFIs

Roles used in RFIs

Drafting an RFI

Sending an RFI for Review

Answering RFIs

Distributing an RFI

Submitter

Anyone on a project can submit an RFI that will be sent to the RFI Manager. RFIs can be created on the web from the RFIs page using the New RFI button as well as from iOS or Windows. The Submitter can record a question, upload photos and documents, add existing snapshots, and submit the question for review by the RFI Manager. Once an RFI has been submitted, it can no longer be edited by the Submitter.

On web, project Admins and the default RFI Manager can also create RFIs and send them directly to the reviewer.

Manager

Once an RFI is submitted, it goes to the RFI Manager. The RFI Manager is responsible for reviewing submitted RFIs, making any needed changes to the RFIs, and sending them for review by the Reviewer.

The RFI Manager is able to edit an RFI, including changing the Reviewer and due date, before passing it along. After receiving a response from the Reviewer, the RFI Manager can distribute the answer to the team so that everyone has the most accurate information.

Reviewer

The Reviewer for an RFIs project is the person responsible for reading and answering any RFI submitted. When an RFI is sent to a Reviewer, theyll receive an email notifying them. The reviewer can view the question, create an answer, and attach any necessary documents before sending it back to the RFI Manager.

Watcher

Watchers are able to view RFIs that have been assigned to them. This lets you keep anyone you'd like updated about the progress of an RFI.

Featured: Immersive Sheet Viewer Experience Increased Max Zoom Action Sidebar Sheet Details Viewing different versions of your sheet Jump to Sheet Uploading Documents to Hyperlinks Structured Measurement Calibration Disambiguation (for overlapped markups)

Immersive Sheet Viewer Experience

The sheet viewer now uses more of the screen real estate and creates a better and more immersive user experience, especially for smaller screen devices like a laptop.

Increased Max Zoom

You can now zoom in much more - making small texts and objects more legible.

Old sheet viewer max zoom:

New sheet viewer max zoom:

Action Sidebar

All pop ups on your sheet are now replaced by actions that you will see in a sidebar. Clicking on any markup will open up a sidebar with action options. For example, if you click on a task stamp it will open a side drawer with options to modify the task stamp, add a picture, etc.

Sheet Details

You can now view sheet details via the Sheet Info button on the top right corner which will open up this sidebar where you can view and edit sheet numbers, titles, version names, and tags. You will also find the sheet version history there.

Viewing different versions of your sheet

You can now navigate to a different version of your sheet by clicking the sheet title on the top left, and then choosing a different version in the dropdown - instead of having to scroll to the bottom of the page.

We also added navigation for sheet versions via the Sheet Info sidebar.

Jump to Sheet

We moved jump to sheet navigation to be located beside the sheet pager arrows on the bottom right of your screen.

Uploading documents to hyperlinks

You can upload documents directly as you create hyperlink annotations.

Structured Measurement Calibration

You can now select imperial or metric systems when calibrating your sheet for a measurement

Disambiguation (for overlapped markups)

Now it's possible to choose which markup you would like to edit/view, when they are overlapped. The menu includes an icon for the markup in the markup's color, as well as a title for the type of markup.

Creating and submitting a package

Ifyou'vebeen invited to a project using Submittals by a Submittal Manager, youll see a Submittal icon on the left side of your screen in PlanGrid.

To create a submittal package, select an item thats been assigned to you, then click Create and then New package.

Select the items to include in the package and then click Package Items. Name your package and click Next.

Next, upload relevant files and click Create package. Your package will then be submitted to the Submittal Manager for review.

To free up sheet space, you can remove yourself from projects that youaren'tworking on or have been completed.

Open the project, then click the Settings icon and select Remove Project From My Account. Verify that youd like to leave the project by typing leave in the confirmation box and then clicking Leave.

Your go to placeto find the most frequently asked questions in our most popular articles.Click the links below to access each article:

General FAQ

PlanGrid Pricing FAQ

RFI FAQ

Version Control: FAQ

Troubleshooting FAQ

Mobile: Troubleshooting FAQ

How Secure is PlanGrid?

I forgot my password!

Creating a new project and uploading revisions

Sheets: Sharing Saving and Printing

Markups: Creating, Editing, and Sharing Markups

Effortless Issue Tracking

Managing and Joining your Organizations

Navigating the PlanGrid Website

Navigating the PlanGrid App

Mobile: Accessing Projects on My Device

Getting Started with Windows

For more information please browse our Help Site.

For questions please email us at [email protected].

Field Reports are designed so that you can control the flow of information in your project. The customizable permissions allow flexibility with access control.

Project-level Permissions

New report typescan only be created by Administrators and Power Collaborators. There are no other project-level permissions for Field Reports.

Individuals vs. Group Permissions

You can assign field-report permissions to both individual team members or to a group of team members, based on their project-role, ie: Administrators, Power Collaborators, and Collaborators.

For example, if you assign a report to "Administrators," all current and future admins will be assigned to that report automatically. So, when you add a new admin (or any other project role) to a project, they will automatically have the appropriate field report permissions; likewise if a user is removed from a particular project-role (admin, collab, power collab) they will automatically lose access to the corresponding field reports.

Report Type Permissions

Assignee: Can create drafts and submit reports. Can view their own submissions. Can archive their own submissions. Cannot see submissions from other team members unless they are also listed as a 'Reviewer.

Reviewer: Can view all submitted reports. Cannot fill out reports unless they are also listed as an 'Assignee'. Can archive a report.

Manager: Can edit report type name, change the template, and control permissions on the report type.

With PlanGrid for iOS, Windows and Android you can compare your sheets by overlaying one over the other. This can be done with different versions of the same sheet, or two unrelated sheets, and allows you to easily see the changes and differences between the sheets. You can also manually align sheets that were issued with different margins / formatting.***

Notes:

The manual alignment feature does not work on iPhone 5c and below, iPad fourth generation and below, or iPad mini first generation.

Featured:

Comparing Sheets on Web Comparing Sheets on iOS Comparing Sheets on Windows Comparing Sheets on Android

Comparing Sheets on Web

1. Open a sheet on the website to view, and then click the 'Compare Sheets' button at the top.

Uploading Sheets and Revisions

2. Please select the sheet and version you wish to overlay. It will offer any other version of that sheet (if it exists). You can also type in the search bar for a specific sheet, or scroll through the sheet list. Once you have found the intended result, click on 'Compare' at the bottom.

3. You can click on the bubbles pointed below to activate each sheet, as they will be separated by Red or Blue. If you click on the same bubble twice, it will enable both colors. This is where you can use the "Adjust Alignment" button to drag them into precise alignment. Please see the additional GIF below, if need be.

4. To export the sheet, please click the Export button on the top right. The "Full Sheet" option will export a full sized PDF showing the compared sheets.

At this time, this Full Sheet Compare export is currently available on Chrome, Firefox, and Safari.

To leave Sheet Compare, please click on the Exit button to the left of the Export button.

Comparing Sheets on iOS

1. Open a sheet on the iOS app to view.

2. Tap the compare sheets button, and select the sheet and version you wish to overlay. To activate the search bar, begin scrolling through the list. You can then type in a sheet number to search.

3. To access an older version of a sheet in the list, simply tap the ">" next to the sheet number.

4. The sheets will be over-layed. To highlight the differences, one sheet will be highlighted in red, the other in blue.

5. To highlight one sheet (and turn off the color for the other), simply tap the preferred sheet's number in the list in the upper left corner. Tap the currently highlighted sheet's number again to re-enable highlight on both sheets.

6. To end sheet compare and remove the overlayed sheet, tap the "x" in the Comparing Sheets menu in the upper left corner. You will again be viewing the original sheet.

7. To manually align your sheets, click the Align Sheetsbutton. This option appears once you've selected two sheets for comparison.

A circular windowicon will appear over your sheet that allows you to focus in on a particular area and make alignment easier. Drag your finger over the screen to highlight a specific area - once your preferred area is in focus, click the blue check mark.

Next,click and drag on the screen to align your sheets. Properly aligned lines will appear black, and any lines that don't overlay exactly will appear either red or blue (which depicts an actual change in the drawings, or that your alignment can be more precise). Once the sheets are aligned to your preference, clickAlign.

Sheets are aligned

Sheets are not aligned

If you need to adjust your alignment, click theReset Alignment button, thenAlign Sheets.

Comparing Sheets on Windows

1. Open a sheet on the Windows app to view.

2. Tap the compare button

3. Select the sheet and version you wish to overlay. You can also use the search bar totype in a sheet numberto search. Click "Compare"

4. To access an older version of a sheet in the list, simply tap the arrow down button next to the sheet number.

5. The sheets will be over-layed. To highlight the differences, one sheet will be highlighted in red, the other in blue.

6. To highlight one sheet (and turn off the color for the other), simply tap the preferred sheet's numberin the list in the upper left corner. Tap the currently highlighted sheet's number again to re-enable highlight on both sheets.

7. To end sheet compare and remove the overlayed sheet, tap the "x" in the Comparing Sheets menu in the upper left corner. You will again be viewing the original sheet.

8. To manually align your sheets, click the Align Sheetsbutton. This option appears once you've selected two sheets for comparison.

A circular windowicon will appear over your sheet that allows you to focus in on a particular area and make alignment easier. Drag over the screen to highlight a specific area - once your preferred area is in focus, click "Set focus area".

Next,click and drag on the screen to align your sheets. Properly aligned lines will appear black, and any lines that don't overlay exactly will appear either red or blue (which depicts an actual change in the drawings, or that your alignment can be more precise). Once the sheets are aligned to your preference, clickSave Alignment.

Sheets are aligned

Sheets are not aligned

Comparing Sheets onAndroid

1. Open a sheet on the Android app to view.

2. Tap the compare sheets button.

3. Tap to select the sheet and you wish to overlay. Previous versions of the sheet you are currently viewing will be slightly indented. To activate the search bar,tap on the magnifying glass

4. The sheets will be over-layed. To highlight the differences, one sheet will be highlighted in red, the other in blue.

5. To highlight one sheet (and turn off the color for the other), simply tap the preferred sheet's number in the list in the upper left corner. Tap the currently highlighted sheet's number again to re-enable highlight on both sheets.

6. To end sheet compare and remove the overlayed sheet, tap the back button next to the sheet number in upper left corner. You will again be viewing the original sheet.

7. To manually align your sheets, tapthe Adjust Alignmentbutton. This option appears once you've selected two sheets for comparison.

A circular windowicon will appear over your sheet that allows you to focus in on a particular area and make alignment easier. Drag your finger over the screen to highlight a specific area - once your preferred area is in focus, tap the blue check mark.

Next,click and drag on the screen to align your sheets. Properly aligned lines will appear black, and any lines that don't overlay exactly will appear either red or blue (which depicts an actual change in the drawings, or that your alignment can be more precise). Once the sheets are aligned to your preference, tapSave.

Sheets are aligned

Sheets are not aligned

If you swipe up to see an older version of your sheet, you will also see an option to compare it with the newest version:

Related Articles:

Mobile: Accessing Projects on My Device

Managing the PlanGrid App on My Mobile Device

Mobile: Troubleshooting FAQ

With Documents on PlanGrid you can easily access product data, RFI responses, installation instructions, or submittals. Once you upload your documents to PlanGrid, you can organize them into subfolders and link to them directly from your sheets.

PlanGrid offers you unlimited storage for documents, as long asthey'reuploaded to the Documents section of your project.

PlanGrid supports PDF files as well as a number of other file types:

Images

.PNG

.JPG

.GIF

.BMP

Spreadsheets

.XLSX

.XLS

.CSV

Text documents

.RTF

.DOC

.DOCX

.TXT

Videos

.WEBM

.MPG

.MOV

.F4V

.AVI

.MP4

.WMV

CAD

.RVT

.DWG

.DXF

.DGN

.DWF

.DWFX

Google Earth

.KML

.MKZ

Only the following file types can be previewed on the PlanGrid website:

Documents: PDF, CSV, DOCX

Images: PNG, JPEG, GIF, BMP (including 360-degree images)

Videos: MP4, WEBM

Audio: MP3

Step by step instructions for taking quick field measurements with PlanGrid.

To use the measurement tool:

1. While viewing your sheet, tap the ruler icon, then tap on the calipers.

Note: If you have already calibrated your sheet, this tool will be gray, as the measurement tools to the right will then be clickable. You can now proceed to measure with any of those tools.

Editing Markups

Web

iOS

Android

Windows

2. Find a good spot on the drawing to calibrate the tool (the graphical scale is best, but any known dimension will do). Carefully measure the known dimension, then type in the length in the dialog box. If using non-metric units, round to the nearest whole inch.

Designate feet with a single quote and inches with a double-quote character (Example: 7'2" would be 7 feet, 2 inches). For metric, use meters only (Example: 7.5m would be 7.5 meters.) Tap OK to save the measurement. Note: For iOS, Android, and Windows, a separate prompt will pop up for specific imperial or metric options.

Web

iOS

Android

Windows

3. Measure away! Tap the ruler icon again, and you'll notice the other tools are activated and ready for use. Tap any tool to select it, and and set it down on the sheet by dragging your finger across the sheet. When you release, the shape will not only appear, but also contain the measurement calculation.

Ruler: Use this to set down a straight line.

Rectangular area: Use this like the box or shape tool, to measure a rectangular area.

Free-form line: Use this like the pen or highlighter tool to measure a curved or irregular line segment.

Free-form area: Use this to draw an irregular shape on the sheet

Related Articles:

Selecting Overlapping Markups

Markup Toolbar

Sharing Markups from the Field

This video demonstrates how PlanGrid Connect can create a seamless integration between certain modules in PlanGrid and BIM 360. Users can automatically create PlanGrid tasks from BIM 360 issues and vice versa. They can also automatically transfer documents between the two platforms, and upload BIM 360 plans into PlanGrid as sheets.

To learn more about PlanGrid Connect, visit us at https://www.plangrid.com/features/plangrid-connect/.

All tools are available across Android, iOS, and Web.

Featured: Getting to Know the Markup Toolbar Adding Mark-Ups to Your Sheets Editing or DeletingMarkups / Multi-Select Locking MarkupTools on the iOS App Selecting Overlapping Markups Sharing Markups with the Project Team

Getting to Know the Markup Tool Bar

Note: On Android, the toolbar will be located at the bottom of the screen, with the same icons described below. They will display the most commonly used tools. To access the rest of the tools, please click on the 'more' button on at the end of the toolbar on the right.

Video: UsingPubished Markups

1. Multi-Select-Select multiple markupsat once, by dragging your finger to all of the markups, you want to select. It will let you copy, remove, or publish markups to the project. 2. Cloud tool-To cloud RFI's or any area of interest on a sheet.

3. Arrow- Tap and drag your finger along the sheet todraw arrows on the sheet. 4. Pen tool -Create freehand markups. 5. Highlighter-Highlight any area in a sheet of interest.

6. Text tool- Add text to any sheet. 7. Shapes-Make a box or circle around any area in a sheet. Options in this tool also allow for easy creation of an "X" shape or a straight line. 8.Ruler- You can use this as a scaling tool. First find an area on the sheet which has a scale, place the ruler there, and enter the scale.You can then use the ruler to find the measurement of any other area on the sheet

9. Hyperlink- Use this tool to create square, circular, or cloud shaped hyperlinks.

10. Issue Stamps- Add issue stamps that will track item details such as title, assign items to a collaborator, take photos, add descriptions, and track item statuses.

11. Camera-Take photos or choose a photo from the library, and pin them directly to the area of these sheet you are in, these photos are also saved on the website.

12. Color selection- All markupscan be made in twelve different colors. Choose a color from this menubefore placing a markup, or select an existing markupand change its color from this selection.

Adding Mark Ups to Your Sheets

1. Click the sheet you want to markup from your sheets icon (web) or Grid View (mobile).

2. From this view, you can use any of the markuptools. Select the preferred color, and then select the markupyou want to place.

3. Next, simply click or tap and drag to create it.

Editing or DeletingMarkups / Using the Multi-Select Tool

To remove or edit a markup on your tablet:

Tap the markupand then select from the options that appear in the pop-up menu. You can remove (trash can for Android or "Remove" for iOS), edit, or copy and paste a markup elsewhere on the sheet.

Use the multi-select toolto draw a path across all the markupsyou want to select.The multi-select tool is the first tool at the top of the toolbar. For Android, you will have to access the toolbar positioned on the bottom.

Android

iOS

Note: Published markupscan only be removed and edited by admins.

To edit and delete markupson the web:

Click on the markupswith your mouse, the options to remove (trash can icon) and modify the markupwill appear.

Locking MarkupTools on the iOS App

Note: This feature is only available on the iOS and Windows apps at this time.

To use any of the markuptools continuously on the iOS app:

1. Double tap on the tool and a lock icon will appear. You can now draw continuously, even if you lift your finger or stylus off the screen.

2. To unlock, tap once and you can go back to navigating the drawing as usual. The pen and highlighter tools are locked by default.

Selecting OverlappingMarkups

To select one overlapping markup:

1. Tap on or near the markupyou want to select.

2. If two or more markups intersect, a bounding box will appear to confirm your selection. On iOS, publishedmarkups will be darker than personal ones. On Android, published markups will have the word "Published" next to them. In the examples below, the hyperlinkmarkup has already been published to the project, while the cloudmarkupshave not.

Android

iOS

Sharing Markupswith the Project Team

You can use published markupsto share your markupsfrom mobile device to mobile device between team members, or to redline an RFI to the whole team. You can share your markupsboth from the website as well as the mobile app.

Please Note: Only project admins and power collaborators can publish markupsto the rest of the team. Collaborators can view all published markups, but they cannot publish their markups to the project. For more information on the difference between permission levels, go here.

For information on exporting and sharing your marked-up sheets from the mobile app, go here.For information on exporting and sharing marked-up sheets from the website, go here.

To Publish a Single Markupto the Project:

To share a markupwith the entire project team, you can simply click or tap on the markupand choose "Publish to Project" (Crown icon on Android). Published markupswill darken in color to indicate that they have been shared with the project team. This method can be used on the website as well as the mobile app.

To Publish Several Markups to the Project:

Select the multi-select tool at the top of the markuptool bar. Drag across the markups you would like to publishand then tap "Publish to Project" or the crown icon to share your selections with the entire team. On Android, please remember to click on the 'more' button if you don't see the multi-select tool on the toolbar.

iOS

Android

Web

UnpublishingMarkups from the Project:

If you no longer wish to share your markupswith the team, you can unpublishthem from the projectand make them personal markupsagain. Once they are unpublished, they will be visible only to the user who created them.

Tap the "Unpublish" option (or the strikeout crown iconon Android) that appears for any selected published markupto unpublishit.

iOS

Android

Web

Please Note: Team members will need to refresh their mobile apps before the published markupswill appear on their mobile devices for the first time. For more information on updating and refreshing your PlanGrid app, check out these instructions.

Issue stamp markups and photos are automatically synced to their rolling lists on the website, and are available to all team members, regardless the permission level of the user that created them. You do not need to publish issue lists markupsand photos to the projectfor them to be visible to all users from the Issues or Photo icons on web. However, to share these markupsin the sheet, the stamps and camera icons will need to be published to the project.

Related Articles:

ManagingYour Project Team

Sharing Markups from the Field

Easily Export your sheets right fromyour Mobile Device using our export options below, or use the shareable link feature on the website. You can also save project As-Builts via the website anytime.

Featured: Exporting and Saving Your Sheets Printing Sheets Multiple Sheets Individual Sheets From the Computer From iOS From Android FromWindows Generating Project As-Builts Exporting Sheets & Markups (Web and Mobile) Exporting Sheets & Markups from the Web Exporting Sheets & Markups from the Field Exporting on iOS Exporting on Android Exporting onWindows

Exporting and Saving Your Sheets

PlanGrid gives you the ability to export sheets via a shareable link feature.

1. Click the Sheets icon to access the Sheets page.You can only create shareable and downloadable links for your sheets from List View (shown by default). Click the filters to the right to filter your sheets by tag or version. You can also use the search box on the right to filter by name or description.

Publishing Markups to the Project

2. To select sheets to export you can filter by tag and/or version in the filter section at the right and click the checkbox to the left of each sheet, or click the top most checkbox to select all the sheets at once.The rows of selected sheets will appear highlighted in blue.

3. When your sheets are selected, click the 'Export' option which appears in the bar above the list. These options only appear once at least one sheet has been selected.

4. Next, you can choose to include both Publishedand Personal markups. Simply check the box next to the Markup typeyou want to include (both options are selected by default). Then, click on Generate Shareable Link at the bottom.

5. You will be provided with a link that can be shared with anyone, even someone who does not have a PlanGrid account.

6. Choose "Download" to download the packet to your own computer, or copy the link to share with others.

Note: PDF staple packs (if they have more than a few dozen sheets) can often be more than the allowed file size for email documents. By simply copying and sharing the generated link in an email you can easily give access to the sheets of a project, without requiring the recipient to set up a PlanGrid account.

Printing Sheets

Printing Multiple Sheets

1. Use the Above Instructions to download and save the sheets to your computer.

2. Once saved to your computer, you can open the file to print the entire set of sheets.

Please Note:Exporting and printing multiple sheets at once is only possible from the website.

Printing Individual Sheets

Printing from Computer

1. From Sheet View, click the Downloadbutton on the upper right.

2. Select which markups to include, if any, and click "Generate". The file will download to your computer.

Printing from iOS

1. While viewing a sheet, tap the "Export" button in the upper right corner of the screen.

2. In the menu that appears, select how you would like to share your sheets.You can select to export a Snapshot, which is a PNG image of the exact area you are viewing on the screen, great for sharing detail, or export a PDF packet of the current sheet which includes attached progress photos. If you want to simply email the export, tap "Email." For all other export and print options, tap "Open In."

Please note: It is not possible to print Full Size PDFs from within the app. In app printing can only be done with Snapshots and PDF Packets.

3. If you choose the Open In option within Snapshots or PDF Packet, a new window will pop up with your export view. Make sure everything looks how you need it, and then tap the export button in the upper righthand corner.The option to print will appear in this menu. The options available to export to other programs will depend on the programs that are installed on your particular iPad.

Printing from Android

Please Note: Printing full size PDFs and generating PDF packets (which includes photo markups) is not supported on Android at this time, but you can email screenshots, described below.

1. First, tap the export icon in the upper right corner.

2. Then, choose your export option. You can send a Full Size PDF as a shareable link that the recipient can open and download on their own device to print. You can also send a Snapshot embedded in an email, choose to save it to the project gallery, or open in another app.

Printing fromWindows

1. While viewing your sheet,click on "Export" on the upper right, and then click on Print.

Generating Project As-builts

To generate and export large groups of sheets, all sheets in the project, or all project documents, use our convenient as-built feature.

1. To generate an as-built, go to the Settings tab of your project at plangrid.com, and click "Download and Export As-builts".

2. If as-builts have already been generated in your project, you will see them here. To generate a new as-built, click "Generate New As-built".

3. On the New As-built screen, choose the information you wish to include, filter by a date range if necessary, and choose your deliver method.

Once the as-built is downloaded, you can unzip the file, or open the file in your cloud storage system, and print your project documents. For more information on downloading and using PlanGrid As-builts, go here.

Exporting Mark-ups

Exporting Mark-ups from the Web

You can quickly and easily export your individual sheets and mark ups from the website, even if the recipient doesn't use PlanGrid.

There are three different options for exporting your sheet from the sheet view (shown below). To access those options, click on the "Export" button in the upper right corner of your sheet and click the option you prefer to select.

Snapshots, Full Sized Sheets and Task Reports can all be exported in a few short steps:

1. Snapshots:

Snapshots export a view of what youre looking at embedded into the email (not to scale). It can be emailed immediately, or saved to the projects Snapshot gallery. Please note that if the snapshot is email out directly, it will not be saved to the projects Snapshot gallery. Fore more information on Snapshots please go here.

2. Full Size PDF:

The Full Sheet PDF will be exported using a shareable link to the sheet, which can include publishedand personal markups. If you choose "Export", the link will be generated, and can then be copied into the body of an email, or messaged out. You can include a recipients email in the space provided, if need be. When choosing to email the link out, the sender of the email will appear as us, not your personal email address.

3. Task Report:

The Task Report export allows you to run a report of all the Tasks stamped on a sheet and quickly email or generate a shareable link to the report. The report is in PDF format, and includes all photos added to those stamps. To learn to run a more detailed report, click here.

Just like emailing the Full Size PDF, the Task Report sends as a shareable link directly from PlanGrid. You can edit the recipient and subject, and add a personal message before sending.

Exporting Mark-Ups from the Field

How to export a screenshot, a full-size sheet, an Task Report, or a photo packet right from the field using PlanGrid.

Exporting on iOS:

There are four options for exporting your drawings and markups from the field on your iOS device:

Snapshot - a view of what you're looking at embedded into the email (not to scale)

Full-size PDF- sends as a shareable link to the sheet in your email

PDF Packet - includes a PDF of what you are viewing on your screen and any photos in view taken with the camera tool (Task photos are not included)

Task Report- sends a shareable link to a PDF report of all Tasks stamped on the sheet, including photos added to those stamps. To learn to run a more detailed report, click here.

The export option will allow you to email one sheet at a time, with both personal and published markups.

To print the PDF Packet or Snapshot, tap on the export icon, tap the Snapshot or PDF Packet, then tap "Open With". When the export opens, tap the export icon again to print or open in another application.

Exporting on Android:

For Android, tap the export icon to quickly access the three different export options:

Snapshot - a view of what you're looking at embedded into the email (not to scale)

Full-size PDF- sends as a shareable link to the sheet in your email

Task Report - sends a shareable link to a PDF report of all Tasks stamped on the sheet, including photos added to those stamps

Tap the export option you prefer, then tap "email" to send. Your email client will open and you will be able to modify the subject and add text to the body of the email before sending.

Exporting on Windows:

Please note:At this time, snapshots are the only exporting option on the Windows app.

1. Open your sheet, zoom in depending on what you want visible on your snapshot, and click on "Export"

2. A side panel will open. Click on "Snapshot"

3. You will have the option to print, email or save your snapshot to your gallery (available in the progress photos page of your project).

Emailed sheets and Task Reports will only send when connected to wi-fi or cellular. If you don't have a connection when you hit "send", the email will send automatically when you are back on wi-fi.

Snapshots can also be saved to the project's snapshot gallery by tapping "Snapshot" and then "Save to Snapshots.

Related Articles:

Using Snapshots with PlanGrid

Creating a Detailed Task Report

Exporting As-builts

To add a team member from PlanWeb, log in at www.plangrid.com and open the project youd like to share.

Click on the Team icon

Click Add team members

Enter the email address of the user youd like to add and choose their permission level

Click Add team members

The Snapshot tool allows all users to save and share images of specific areas of sheets complete with all markups. Snapshots saved in a project can be accessed through the Photo Icon of the website or in the Snapshots gallery on a mobile device.

Featured: Taking and Sharing New Snapshots Viewing, Sharing, and Deleting Saved Snapshots

Taking and Sharing New Snapshots

1. Zoom into the portion of the sheet you want to share,

On the Website, Click "Export."

Share Mark Ups from the Web

On Mobile Devices, tap the share button.

iOS Android

2. Select Snapshot.

On the Website:

On Mobile Devices:

iOS Android

3. Next you can choose to send the snapshot embedded in an email, or save it to the Snapshot gallery.

On the Website:

On Mobile Devices:

iOS:

Android:

Note: if you choose to immediately email the snapshot, it will not be saved in the Snapshot gallery.

Viewing, Sharing, and Deleting Saved Snapshots

On the Website:

You can view and manage all of the snapshots in your project from the Photos Icon.

- To view your snapshot, click on "Details".

- To delete your snapshots, click "Details", then click "Delete".

- To share your snapshots from the website, click to highlight the snapshot, then choose "Share". You can share multiple snapshots by selecting up to 10, and choosing "Share."

On the mobile app:

The Snapshots gallery can be found in the file cabinet menu for iOS and Android devices.From the Snapshot gallery, you can view, delete, and share your snapshots.

iOS

Android

On iOS, tap the file cabinet, then tap Snapshot. Tap the Select at the top rich, then select snapshot youd like to delete, and select the trashcan icon. To email, tap the share button on the bottom left.

For Android, tap and hold to select multiple snapshots (just like you do with the photo gallery application). You can select the mail icon to share, or select the trash can to delete.

Related Articles:

Download, Print and Share Sheets

Using Progress Photos

Field Reports works with most PDFs, but the best experience will be had with PDF documents that have fillable fields, also referred to as Smart PDFs or AcroForms.

Does my PDF have fillable fields?

What types of fields are supported?

Setting the Tab Order

How do I convert my forms into PDF format?

How do I convert my flat PDF into a fillable form?

What if my PDF has security settings?

Does Field Reports support calculations or JavaScript?

Troubleshooting tips

Does my PDF have fillable fields?

You can check to see if your form has fillable fields by opening your PDF document in Adobe Reader. Fillable fields such as text inputs, checkboxes, and drop-down selections are highlighted in blue.

follow the steps recommended by Adobe

What types of fields are supported?

The following input types are supported:

Text

Date

Signature

Radio Buttons

Checkboxes

Drop-down lists

Note: The date field will currently be the current date only (see image below), as opposed to a 'date picker' option, which let's users see a drop down calendar to select.

Setting the Tab Order

To assure that a Submitter's tab button goes from one field to another in the order you want, you can follow the steps below to set the order, prior to uploading it to PlanGrid.

1. Open the template PDF in acrobat

2. On the right hand side, search for "Create Form", click the button, and hit "Single File", and "Start"

3. On the right side, a list of Form Fields appears, in the current tab order

4. To change tab order, drag and drop the form field to the desired location in the list

5. Save the updated Template PDF and upload it into PlanGrid

How do I convert my forms into PDF format?

Most modern scanners can convert paper documents into electronic PDF format. To learn how to do this, you can search for "Scan to PDF" with the model number of your scanner to find instructions using the search engine of your choice.

If your document is in Word or Excel format, you can convert it with these steps:

Open your document in Word or Excel.

Select File, then Save As.

Change the file type to PDF.

Click Save.

How do I convert my flat PDF into a fillable form?

There are many tools available to build fillable fields into a PDF form. We recommend using Adobe Acrobat Pro for form creation. Adobe Acrobat Reader does not contain the form-building functionality. Learn more about creating forms using Acrobat Pro or try a 7-day Acrobat Pro Trial.

Bluebeam eXtreme also has a form creation tool, and offers a 31-day trial. Get help creating a form using Bluebeam.

What if my PDF document has security settings?

We are unable to support PDF documents withany security settings at this time, including password protection or certificate encryption.

You can check to see if your document has security settings by opening the document in Adobe and navigating to File > Document Properties. To guarantee compatibility with your document, the security settings of your document should match the screenshot below.

Learn more about how to remove these settings from your documents.

Does Field Reports support calculations or JavaScript?

Field Reports has limited support for calculations and JavaScript. Basic arithmetic formulas are supported on all platforms.

Note: This will not be available on the following browser versions:

Internet Explorer 11

Microsoft Edge 17 & 18

Troubleshooting tips

"I can't see buttons in my form" "My signature field acts like a text box" "Some of the features of my fillable form don't work right"

"I can't see buttons in my form"

Buttons are currently not supported by Field Reports.

"My signature field acts like a text box"

If your signature field is acting like a text box, then the creator of the document has elected to require signatures for setting up the form. This setting is designed for documents and signatures to be managed from within Adobe's software, and not with third party applications like PlanGrid.

To ensure that the signature field behaves correctly in PlanGrid, create the form and do not select the option to require signatures.

"Some of the features of my fillable form don't work right"

Dynamic XML or XFA PDF files created with Adobe LiveCycle Designer are not supported and will need to be converted to flat PDF documents before they can be used. Learn more about XFA forms.

How can I tell if my PDF has XML/XFA?

Open the document in Adobe

Navigate to File, then Properties

In the Description tab, inspect "Application" and "PDF Producer". If either of these sections lists Adobe LiveCycle, the form will need to be converted.

How do I convert my XML/XFA PDF file into a flat PDF file?

The best way to convert your document is to .

What is BIM for the field?

With the PlanGrid BIM viewer, workers will no longer miss out on key details about their project because of a lack of data. The BIM viewer allows you to see rich design information, organized by property, directly on your drawings in both 2D and 3D modes.

In 2D mode, users can navigate their drawings as usual, but with the addition of BIM-enabled data. In 3D mode, users can navigate a 3D rendering of their drawings, see object properties, and take measurements.

To enable BIM in PlanGrid, you need to use the Revit plugin for Autodesk. This allows you to upload BIM-enabled sheets directly to PlanGrid, where you can then view them.

Currently, Revit is available for Autodesk on Windows, and the BIM viewer is available on PlanGrid for the Web, iOS, and Windows.

For 3D viewing, please make sure your iOS device or PC has 4GB or more of RAM.

Windows requires that you have version 1.72 or higher.

Three steps for using BIM on PlanGrid

Using the Revit plugin

BIM 2D viewer

BIM 3D viewer

Using the Revit plugin

The PlanGrid Revit plugin is needed to enable BIM viewing in PlanGrid and can be set up in just two minutes. Its available inside of Autodesk Revit.

To activate the plugin, follow these steps:

Download the plugin from https://www.plangrid.com/features/bim/

Install the plugin following directions on the website

Navigate to the Add ins tab and click Export to PlanGrid

Enter your PlanGrid username and password

Now youre able to publish projects and their model data directly to PlanGrid. To upload sheets through Revit, click Export to PlanGrid and then select the project youd like to publish. You should then be able to select the version set to export.

Note: Currently, you must upload the whole version set to include the BIM Data & Model. Exporting only certain sheets (which requires the Include BIM Data/Model to be unchecked), will result in a 2D export at this time.

Click Publish to publish the sheets directly to PlanGrid. All data automatically pulled from Revit, along with automatic callout detectiontheres no need to go through manual upload flow in PlanGrid.

It will take approximately 40 seconds per sheet to process, and youwon'tbe able to use Revit while exporting to PlanGrid.

BIM 2D viewer

The 2D BIM viewer is available on Web, iOS, and Windows; this acts just like the regular PlanGrid sheet viewer. The difference is that with BIM-enabled sheets, you have the option to view BIM-data directly on the sheets. The BIM viewing mode can be toggled on and off, and when the viewing mode is on, BIM objects will be highlighted in blue.

To active BIM viewing mode on iOS:

Open a BIM-enabled sheet

Tap the button in the bottom right-hand corner of the screen.

To activate BIM viewing mode on Windows:

Open a BIM-enabled sheet and click the button below the zoom-in and zoom-out buttons.

Once BIM mode is activated, youll see all BIM-enabled objects highlighted in blue.

To view properties of BIM-enabled objects, simply click or tap on any object to see properties about it.

Properties are grouped together based on categories. Click into any category to see exact data properties.

To turn off BIM mode, simply tap the button in the lower right-hand corner (iOS) or below the zoom in and zoom out buttons (web).

BIM 3D viewer

The 3D BIM viewer is available on Web, iOS, and Windows allows you to navigate your drawings in full 3D. BIM data for objects is viewable in 3D as well, and youre able to take measurements directly on objects in 3D mode.

To enable 3D viewing:

Select an object in 2D mode

From the 2D properties pop-up, youll see an option to View in 3D. Select this option to enter 3D mode

Once youre in 3D mode, navigating your model is easy. Pinch in or pinch out to move forwards and backwards throughout the model. Pan using a single finger to move where youre looking.

You can still view object data when youre in 3D mode as well. When you click on an object, youll see the same object properties that you would see when in 2D mode.

To measure in 3D, tap the ruler icon at the bottom of the screen. Then, tap on two separate places in the 3D space and a measurement will be taken between those pointsno calibration necessary.

To change a project name or the information associated with it, begin by opening the project from plangrid.com. Click on the Settings icon in the navigation bar, and then click Edit info in the top left-corner.

On the right-hand panel, youll be able to edit the project name or any other information. Once youre done, click Save changes.

11/25/2019: 5.70.0- Ability to markup existing photos- Photo markups color option drawer expands to full screen - Bug fixes and performance enhancements

11/18/2019:- Introducing Videos: take, upload and share videos to add context to markups, Field Reports, tasks, and RFIs.

11/14/2019:- Introducing Custom Forms: fill out custom forms like for Daily Reports, Job Safety Hazard Analysis, and Inspection Checklists, but better built for the mobile experience.

11/6/2019: 5.69.0- Weather on a Field Report is shown vertically- More native experience for viewing BIM properties of objects in the 3D viewer, including smaller pop-ups, no full screen takeovers, shows all the same data, and allows clicking to open URLs in the properties to open the links. - Bug fixes and performance enhancements

10/23/2019: 5.68.0- New layer option available when a single annotation is selected - Bug fixes and performance enhancements

10/9/2019: 5.67.0- Bug fixes and performance enhancements

9/30/2019: 5.66.0- Use a button to switch to 360 panorama mode- Bug fixes and performance enhancements

9/11/2019: 5.65.0- Introducing Task Sheet Association.Now any task can be added to, removed from,or moved between sheets. Whether a user is importing a spreadsheet of punchlistitems from the architect and placing them on specific sheets for subcontractors to complete, finding issues as they complete a Field Report,or mapping planned work items to specific locations on sheets, PlanGrid Tasks Sheet Association provides complete flexibility on how all tasks are created, managed,and tracked.- New smart fields for Field Report PDFs.In addition to the existing fields, PlanGrid now automatically fills in the fields for projectcode,projectaddress,userrole, andphonenumber. - Bug fixes and performance enhancements

8/28/2019: 5.64.0- Updates to the design for some buttons and icons - Bug fixes and performance enhancements

8/13/2019: 5.63.0- Weather precipitation is reported with an additional decimal place - Bug fixes and performance enhancements

8/7/2019: 5.61.10- Improvements to PDF Smart Fields - Bug fixes and performance enhancements

7/11/2019: 5.60.0- Ability to copy-and-paste photos - Bug fixes and performance enhancements

6/21/2019: 5.59.0- Bulk edit the start date and due date of tasks-Requires a question when creating or editing an RFI - View and change the RFI manager when editing an RFI - Bug fixes and performance enhancements

6/20/2019:- Improvements to Advanced RFIs: 1)sends emails to watchers to notify them that an RFI is in progress. The watcher may be a project member or external user (i.e. no need for PG license because email has attached PDF). 2) The ability to distribute RFIs to external users.

6/18/2019- Introducing Advanced RFIs: close the loop between the field and office to resolve RFIs faster. Create RFIs on your mobile device as soon as issues are discovered on the jobsite, get responses to RFIs from project team members via email, and distribute RFI answers to the field in only a few seconds.

6/5/2019: 5.58.0- When you tap on a BIM property, it now opens the link within the PlanGrid app. - Bug fixes, design updates and performance enhancements

5/22/2019: 5.57.0- Improvements to weather on Field Reports: all Field Reports with weather now show three times in the day: 7 am, 12 pm and 4 pm. - Improvements to the search bar - Bug fixes and performance enhancements

5/8/2019: 5.56.0-Automatically uses your preferred email client when sending reports without attachments-View longer BIM property values - Bug fixes and performance

4/24/2019: 5.55.0- Ability to add a Task to a Field Report as a reference- BIM location improvements on Tasks - Bug fixes and performance enhancements

4/11/2019: 5.54.0- When creating a new task, automatically be able to update the Task title without having to open the keyboard first. - Bug fixes and performance enhancements

3/29/2019: 5.53.0- Displays the sheet cell for all Tasks - Bug fixes and performance enhancements

3/13/2019: 5.52.0- Ability to show or hide filter and sort options for Tasks - Bug fixes and performance enhancements

2/28/2018: 5.51.0- When filtering the Task Log by date, you can now select a custom date range - Bug fixes and performance enhancements

2/19/2019: 5.50.0- Filter tasks on the Task Log by due date, date created, start date and closed date- New loading indicators shows that a photo is being added to a Field Report- Links in comments are now clickable - Bug fixes and performance enhancements

2/4/2019: 5.49.0- Folder for Field Reports- Ability to clear multiple filters for Tasks all at once- Loading indicator when opening PDFs on Field Reports- Bug fixes and performance enhancements

1/16/2019: 5.48.0- Ability to sort tasks by title on the Task Log- Filter tasks on the Task Log by any watcher (individual user or group), location, status, creator, sheet or stamp type- Improvements to the sample project experience - Bug fixes and performance enhancements

1/10/2019: 5.47.0- Filter tasks on the Task Log by any assignee (individual user or group) - Bug fixes and design enhancements

12/5/2018: 5.46.0- Minor design updates to the Tasks layout- Improvements to filtering - Bug fixes and performance enhancements

11/26/2018: 5.45.0- Added ability to bulk edit the Task type (i.e. issue, planned work or other)- Added ability to filter on a sheet for groups that were assigned or added as watchers - Bug fixes and performance enhancements

11/8/2018: 5.44.0- Removed the dollar sign from the cost impact field in Tasks. - Bug fixes and performance enhancements

10/24/2018: 5.43.0- Full sheet search results are now grouped together. - Bug fixes and performance enhancements

10/17/2018: 5.42.0- PlanGrid Issues is now PlanGrid Tasks! Now you can track both planned work and responses to punch list items, QA/QC items and safety observations to deliver quality projects on time. You can do everything you use Issues for today, but Tasks will allow you to track work that isn't attached to a sheet. - Bug fixes and performance enhancements

10/1/2018: 5.41.0- Changed map icon in the PlanGrid Photo Gallery. - Bug fixes and performance enhancements.

9/13/2018: 5.40.0- Removed support for users on iOS 9 or earlier. To continue using PlanGrid, please upgrade to iOS 11+. - Bug fixes and performance enhancements

9/6/2018: 5.39.0-Ability to favorite a sheet - Bug fixes and performance enhancements

8/15/2018: 5.38.0- Minor UI redesign on Issue Details view - Bug fixes and performance enhancements

8/1/2018: 5.37.0- Introducing Field Report References: adds two new reference types to Field Reports, which are Documents and Snapshots. This makes it easier to take photos directly in a field report on mobile and creates a better integration with other features within PlanGrid.- Updated document icons - Bug fixes and performance enhancements

7/19/2018: 5.36.0- Introducing Document Subfolders:Folders and subfolders containing documents, including specifications, RFIs and installation guides are available within the Documents tab in the PlanGrid mobile app. Simply click through the relevant folders to find the document you need.- Removed support for PNG tile format - Bug fixes and performance enhancements

7/10/2018: 5.35.0- Introducing Groups! Project teams can now be organized into custom groups to help streamline communications and workflows.- New filtering in the Issue log: filter by issues assigned to you. - Bug fixes and performance enhancements.

6/13/2018: 5.34.0- Redesign to 'undo' button.- Use a trash can icon to remove references in RFIs and Field Reports.- Shows a warning when users are locked out and try to 'Restore Purchase' when there is no internet. - Improvements to photo syncing.

5/30/2018: 5.33.0- Project List search bar is in the navigation bar.- Redesign to the Project List.- Photos taken on iOS vertically rotate on web. - Bug fixes and performance enhancements

5/16/2018: 5.32.0- New designs for Team tab and team member details view.- New design for Issues tab and IssueLog on sheets.- Allow trial users to do plan upgrades with In App Purchase.- Open "Forgot Password" webpage inside of PlanGrid (instead of switching to Safari). - Bug fixes and performance enhancements

5/2/2018: 5.31.0- Removed two-finger swipe gesture for sheet navigation- Added View option to disable Related Links button- Improved usability of the cost/schedule impact fields- Retitled "Align" to be "Done" to clarify Sheet Compare completion - Bug fixes and performance enhancements

4/19/2018: 5.30.0- New tab bar on the Field Report Log view- "Invite" button/function added to the More tab to allow users to invite team members to use PlanGrid.- Bug fixes and performance enhancements

4/9/2018: 5.29.0- Introducing Related Links! Now found on every sheet, Related Links isa button designed specifically to show you and your team the total number of sheets, documents, and RFIs that are linked to a particular sheet. Plus, clicking on the Related Links button gives you a single panel to see all hyperlinked items by type, so you can quickly gain access to the details you need to keep on building. - Improved weather reporting for Field Reports- Swipe left or right with two fingers to switch between sheets.- Swipe up or down with two fingers to switch between versions of the current sheet. - Bug fixes and performance enhancements

3/21/2018: 5.28.0 - Introducing GPS for Photos:collect and display useful geolocation information for photos added to PlanGrid. To start, we will be collecting latitude and longitude coordinates and displaying photos within the context of a map. - Bug fixes and performance enhancements

3/12/2018: 5.27.0- Replaced folder icon next to 'All Issues' with a boxing glove icon- Update Issue list action copy from "+Create Issue List" to "+Create List"- Bug fixes and performance enhancements

3/5/2018: 5.26.0- Bug fixes and performance enhancements

2/12/2018: 5.25.0- Shows confirmation prompt before an issue is permanently deleted- Update to filter notification in the grid view- Bug fixes and performance enhancements

1/30/2018: 5.24.0- Update to custom background images on sheet view- Bug fixes and performance enhancements

1/12/2018: 5.23.0- Revamped user interface for issue details permissions- Bug fixes and performance enhancements

12/20/2017: 5.22.0- See the amount of storage that PlanGrid uses in your iPhone's Settings- Text and copy updates- Bug fixes and performance enhancements

12/11/2017: 5.21.0- New login flow to support SSO- Bug fixes and performance enhancements

11/29/2017: 5.20.0- New! Easily create custom Daily Reports and fill them out on mobile, as activities are happening- Bug fixes and performance enhancements

11/8/2017: 5.19.0- Cleaned up the menu option and sheet view file cabinet- Bug fixes and performance enhancements

10/25/2017: 5.18.0- Ability to use @ to mention a team member or use + to attach a sheet or document in comments- New progress photo viewer and gallery. You can now view all photos on a project or on sheet- Bug fixes and performance enhancements

10/16/2017: 5.17.0- Support for Danish language- Photos added in photo and issue annotations now have a default name.- Bug fixes and performance enhancements

9/29/2017: 5.16.0- Bug fixes and performance enhancements

9/14/2017: 5.15.0- Added new polygon annotation tools - shape, ruler, area- Bug fixes and performance enhancements

9/5/2017: 5.14.0- Bug fixes and performance enhancements

8/3/2017: 5.12.0- 360 photos- Can now edit user company, title, phone number from the user profile page- Attachments is now Documents- Bug fixes and performance enhancements

7/20/2017: 5.11.0- Support for many new languages including English (UK), French, Hungarian, Japanese, Polish, and Swedish- Bug fixes and performance enhancements

7/10/2017: 5.10.0- Action Center and Notification support- Metric measurements now use double-digit centimeters- Bug fixes and performance enhancements6/22/2017: 5.9.0- New language support (2 Spanish variants, Canadian French, Korean)- Undo-redo support for annotations

6/8/2017: 5.8.0- Loupe added for more accurate measurements and markups- Bug fixes and performance enhancements

5/31/2017: 5.7.0- Bug fixes and performance enhancements

5/15/2017: 5.6.1- Bug fixes and performance enhancements

4/25/2017: 5.5.0- Allow users to submit feedback and bug reports through the app - Add ability to filter sheet by Issue List - Allow users to batch edit the issue list field on issues4/11/2017: 5.4.0 - Bug fixes and performance enhancements3/29/2017: 5.3.0 - Support different attachment types3/20/2017: 5.2.1 - Bug fixes and performance enhancements3/14/2017: 5.2.0 - Improvements to annotation selection3/8/2017: 5.1.0 - Bug fixes and performance enhancements3/1/2017: 5.0.0 - Bug fixes and performance enhancements2/22/2017: 4.13.2 - Bug fixes and performance enhancements2/17/2017: 4.13.1 - Bug fixes and performance enhancements2/15/2017: 4.13.0 - Measurement tool redesign 1/30/2017: 4.12.0 - Bug fixes and performance enhancements1/17/2017: 4.11.0 - Bug fixes and performance enhancements1/9/2017: 4.10.0 - Bug fixes and performance enhancements12/22/2016: 4.0.9 - Allow assigning an issue to an issue list from issue detail- Allow filtering by issue list in issue log12/7/2016: 4.0.8 - Manual sheet alignment for sheet compare11/8/2016: 4.0.6 - Bug fixes and performance enhancements10/25/2016: 4.0.5 - Bug fixes and performance enhancements10/11/2016: 4.0.4 - Bug fixes and performance enhancements9/27/2016: 4.0.3 - Bug fixes and performance enhancements9/20/2016: 4.0.2 - Bug fixes and performance enhancements9/18/2016: 4.0.7 - New colors9/12/2016: 4.0.1 - iOS 10 support8/31/2016: 4.0.0 - Hyperlink labeling- New issue fields (due date, cost, schedule impact)8/9/2016: 3.9.2 - Bug fixes and performance enhancements8/5/2016: 3.9.1 - Bug fixes and performance enhancements

12/2/2019: 2.64.0- Deep linking for Field Reports- Improvements to BIM buttons- Improvements to Field Reports- Bug fixes and performance enhancements

11/18/2019: 2.63.0- Introducing Custom Forms: fill out custom forms like for Daily Reports, Job Safety Hazard Analysis, and Inspection Checklists, but better built for the mobile experience.-Introducing Videos: take, upload and share videos to add context to markups, Field Reports, tasks, and RFIs.- Improvements to the RFI status- Improvements to BIM such as showing sheet navigation arrows when in BIM overlay mode on the sheet- Bug fixes and performance enhancements

10/25/2019: 2.62.0- Bug fixes and performance enhancements

9/25/2019: 2.60.0- Shows default titles for photo entities- Maximum title length for a photo is now 50 characters- Shows only active users when commenting- Enhancements to the Task Log Report- Bug fixes and performance enhancements

9/11/2019: 2.59.0- Introducing Task Sheet Association.Now any task can be added to, removed from,or moved between sheets. Whether a user is importing a spreadsheet of punchlistitems from the architect and placing them on specific sheets for subcontractors to complete, finding issues as they complete a Field Report,or mapping planned work items to specific locations on sheets, PlanGrid Tasks Sheet Association provides complete flexibility on how all tasks are created, managed,and tracked.- New smart fields for Field Report PDFs.In addition to the existing fields, PlanGrid now automatically fills in the fields for projectcode,projectaddress,userrole, andphonenumber.- Bug fixes and performance enhancements

8/28/2019: 2.58.0- Batch edit the type, title, and description of Tasks- Bug fixes and performance enhancements

8/21/2019: 2.57.0- Bug fixes and performance enhancements

8/7/2019: 2.56.0- Improvements to PDF Smart Fields for Field Reports- Bug fixes and performance enhancements

7/11/2019: 2.55.0:- Bug fixes and performance enhancements

6/20/2019: 2.54.0:- Introducing Advanced RFIs: close the loop between the field and office to resolve RFIs faster. Create RFIs on your mobile device as soon as issues are discovered on the jobsite, get responses to RFIs from project team members via email, and distribute RFI answers to the field in only a few seconds.- Bug fixes and performance enhancements

6/6/2019: 2.53.0- Bulk edit task details- Bug fixes and performance enhancements

5/24/2019: 2.52.0- Improvements to weather on Field Reports: all Field Reports with weather now show three times in the day: 7 am, 12 pm and 4 pm.- Bug fixes and performance enhancements

5/9/2019: 2.51.0- The measurement tool now uses location-appropriate decimal delimiters- Bug fixes and performance enhancements

4/29/2019: 2.50.0- Add Tasks to a Field Report as a reference- BIM location improvements for Tasks- Bug fixes and performance enhancements

4/16/2019: 2.49.0- Bug fixes and performance enhancements

3/27/2019: 2.48.0- Ability to clear the sheet filter on Tasks- Bug fixes and performance enhancements

3/15/2019: 2.47.0- Bug fixes and performance enhancements

3/1/2019: 2.46.0- Adaptive icons depending on the specific Android device- Recently modified or edited Field Reports will appear at the top- From this build on, PlanGrid will only be supported on Android devices running 5.0 or higher- Bug fixes and performance enhancements

2/15/2019: 2.45.0- Filter tasks on the Task Log by stamp type- Sort tasks on the Task Log by title, stamp and start date- Ability to expand or collapse filters and sorting options- Bug fixes and performance enhancements

2/6/2019: 2.44.1- Folders for Field Reports- Notification if there is insufficient storage to host the project- Allow users to enter a decimal number for the works hours section of the PlanGrid Daily Reports - Filter tasks on the Task Log by start date, close date, date created and due date- Bug fixes and performance enhancements

1/17/2019: 2.43.0- Folders for Field Reports on mobile- Filter tasks on the Task Log by any watcher (individual user or group), location, status, creator, sheet or stamp type- PSPDFKit 5.0 with calculations

12/18/2018: 2.42.0- Bug fixes and performance enhancements

12/7/2018: 2.41.0- Bug fixes and performance enhancements

11/30/2018: 2.40.0- Improvements to thumbnails- Ability to send feedback for photo reports- Bug fixes and performance enhancements

11/15/2018: 2.39.0- Bug fixes and performance enhancements

11/2/2018: 2.38.0- Bug fixes and performance enhancements

10/19/2018: 2.37.0- PlanGrid Issues is now PlanGrid Tasks! Now you can track both planned work and responses to punch list items, QA/QC items and safety observations to deliver quality projects on time. You can do everything you use Issues for today, but Tasks will allow you to track work that isn't attached to a sheet.- Bug fixes and performance enhancements

10/1/2018: 2.36.0- Update to Field Reports including reference improvements and a new copy link- Bug fixes and performance enhancements

9/11/2018: 2.35.0- Bug fixes and performance enhancements

8/14/2018: 2.34.0- One-tap to add photos for issues and annotations- Bug fixes and performance enhancements

8/2/2018: 2.33.0- Minor UI redesign on Issue Details view- Ability to sort Field Reports by creator - Ability to favorite a sheet- Bug fixes and performance enhancements

7/26/2018: 2.32.0- Introducing Field Report References: adds two new reference types to Field Reports, which are Documents and Snapshots. This makes it easier to take photos directly in a field report on mobile and creates a better integration with other features within PlanGrid.- Bug fixes and performance enhancements

7/13/2018: 2.31.0- Introducing Document Subfolders: Folders and subfolders containing documents, including specifications, RFIs and installation guides are available within the Documents tab in the PlanGrid mobile app. Simply click through the relevant folders to find the document you need. - Update to PSPDFKit

6/6/2018: 2.30.0- Introducing Groups:project teams can now be organized into custom groups to help streamline communications and workflows.- Redesign Annotation pop-up - Added Field Reports sorting and filtering - Loupe view shows the area under your finger when moving annotations.- Bug fixes and performance enhancements

5/3/2018: 2.28.0- Improvements to the design of the Annotations pop-up.- In the Users Management page, users have a badge to indicate that they have been invited to PlanGrid.- Bug fixes and performance enhancements

4/19/2018: 2.27.0- Bug fixes and performance enhancements

4/11/2018: 2.26.0- Introducing Related Links: now found on every sheet, Related Links isa button designed specifically to show you and your team the total number of sheets, documents, and RFIs that are linked to a particular sheet. Plus, clicking on the Related Links button gives you a single panel to see all hyperlinked items by type, so you can quickly gain access to the details you need to keep on building. - New project photo gallery - The weather reported on Field Reports now shows localized units- Bug fixes and performance enhancements

3/21/2018: 2.25.0- Introducing GPS for Photos:collect and display useful geolocation information for photos added to PlanGrid. To start, we will be collecting latitude and longitude coordinates and displaying photos within the context of a map. - Support for renumbering and deleting RFIs - Allow users to remove themselves from projects - Improved weather reporting for Field Reports - All date formats respect the device locale- Bug fixes and performance enhancements

3/7/2018: 2.24.0- Updates and improvements for weather on Field Reports - UI update for annotation selection on the sheet view- Bug fixes and performance enhancements

2/28/2018: 2.23.0- Support for multiple assignees and watchers on Issues

2/13/2018: 2.22.0- More refined measurements: measures as small as 1/16th of an inch for measurement markups - Photos now include the creation timestamp on thumbnails - Simplifies how you remove photos - Enhanced and cleaned up sheet view- Bug fixes and performance enhancements

1/29/2018: 2.21- Announcing Field Reports for Android! Create and edit field reports straight on a mobile device.- Bug fixes and performance enhancements

1/10/2018: 2.20.0- Improvements to the annotation tool bar including optimization for mobile phones and tablets, as well as tool tips- New design for the user info screen

1/2/2018: 2.19.0- Ability to search for text across all the sheets on a project and see where that text appears in the numbers and titles of the sheets, as well as on the sheets themselves.- Bug fixes and performance enhancements

12/7/2017: 2.18.0- Support for SSO - Read receipts - Ability to upload 360 photos - Ability to upload high resolution photos- Bug fixes and performance enhancements

11/20/2017: 2.17.0- Bug fixes and performance enhancements

11/13/2017: 2.16.0- Ability to use @ to mention a team member or use + to attach a sheet or document in comments. This includes comments on projects, sheets, issues, and RFIs.- Support for new language: Dutch- Bug fixes and performance enhancements

10/26/2017: 2.15.0- Bug fixes and performance enhancements

10/10/2017: 2.14.0- Bug fixes and performance enhancements

10/5/2017: 2.14- Bug fixes and performance enhancements

9/13/2017: 2.12.0- New languages including German, Danish, Portuguese- Bug fixes and performance enhancements

8/30/2017: 2.11.0- IA tab navigation redesign - Hyperlinks in comments - Adjust calibrations after creation - In-app feedback- Bug fixes and performance enhancements

8/15/2017: 2.10.0 - Support for new languages: Thai and Romanian- Bug fixes and performance enhancements

8/7/2017: 2.9.0- Renamed attachments to Documents- Support for locked annotations- Support for negative values in cost and schedule impact- High resolution snapshots- Bug fixes and performance enhancements

6/22/2017: 2.7.0- Team management- Improved sheet compare picker- Support for French, Korean, and Spanish- Pinch to zoom on photos- Annotate existing photos- Import multiple photos at once- AIA sheet ordering

6/1/2017: 2.6.0-Sheet compare- Bug fixes and performance enhancements

5/5/2017: 2.4.3 - Language support5/3/2017: 2.5.1 - Bug fixes and performance enhancements5/1/2017: 2.5.0- Bump the minimum supported version of Android OS to 4.4- Add Spanish as a supported language- Adjust the local storage system to prevent 3rd party apps from removing our cached files- Bug fixes4/24/2017: 2.4.2 - Bug fixes and performance enhancements4/12/2017: 2.4.1 - Bug fixes and performance enhancements4/11/2017: 2.4.0 - Recent stamps in stamp picker3/29/2017: 2.3.1 - Bug fixes and performance enhancements3/27/2017: 2.3.0- "Push to master" to "Publish to project"- The markups toolbar redesign- Bug fixes and performance enhancements3/8/2017: 2.2.0- Manage and categorize your issues by adding them to a new issue list- Create custom layers to filter and focus on your annotations- Bug fixes and improvements1/30/2017: 2.1.3- Additional filters for quicker access to the information that's most relevant to you- Improved navigation and performance throughout- Bug fixes and improvements1/23/2017: 2.1.2 - Additional filters for quicker access to the information that's most relevant to you- Improved navigation and performance throughout- Bug fixes and improvements1/20/2017: 2.1.1 - Bug fixes and performance enhancements1/19/2017: 2.1.0- Additional filters for quicker access to the information that's most relevant to you- Improved navigation and performance throughout- Bug fixes and improvements11/21/2016: 2.0.1 - Bug fixes and performance enhancements11/18/2016: 2.0.0- PlanGrid 2.0 has a new look, but all your information is just where you left it. These improvements do much more than make it easier to navigate and nice to look at; they provide a cleaner foundation which allows PlanGrid to provide updates and bug-fixes quicker.- Improved navigation and performance throughout.- Bug fixes and performance enhancements9/9/2016: 1.14.1 - Bug fixes and performance enhancements9/6/2016: 1.14.0- Hyperlink labels - Issue details, including cost impact, schedule impact, and due date- Bug fixes and performance enhancements8/3/2016: 1.13.0- Faster project downloads: spend less time waiting and more time building- Bug fixes7/15/2016: 1.12.1 - Bug fixes and performance enhancements7/5/2016: 1.12.0- Filtering sheets by annotation type, i.e. personal, master, attachments, etc. - Filter annotations on any sheet to add or remove them from your view, or quickly display only the issues assigned to you.- Recently viewed sheets option from either grid or sheet view.5/10/2016: 1.11.2 - Bug fixes and performance enhancements5/4/2016: 1.11.1 - Improved syncing performance - New markup tools for attachments- Bug fixes and performance enhancements3/29/2016: 1.11.0 - Faster sheet viewing, filtering, and navigation- Bug fixes and performance enhancements12/17/2015: 1.10.1 - Bug fixes and performance enhancements11/19/2015: 1.10.0- Preview the latest changes to a project before syncing it to your device- Keep track of all updates made to your project with the new Project History view- Track changes made to a sheet with Sheet History- Quickly access any change by tapping on the update in Project and Sheet History- Bug fixes and performance enhancements9/21/2015: 1.9.0 - Improve download speed and memory usage for large projects with many annotations- Improve the efficiency and speed of project updates- Bug fixes and performance enhancements9/10/2015: 1.8.2 - Bug fixes and performance enhancements- Improved analytics8/14/2015: 1.8.1 - Fix issue some users saw with corrupted data on upgrade to 1.8.8/10/2015: 1.8.0- User can view issues from a centralized list view- Better support for filtering and exporting issues- View issue history- Link to sheets from issue detail activity- Improved UI of issue detail- Improved UI of issue popup7/20/2015: 1.7.1 - Bug fixes and performance enhancements6/23/2015: 1.7.0 -Introducing Power Collaborator: Power collaborators have the same capabilities as project Administrators except inviting new users and locking RFIs.- Bug fixes and performance enhancements4/29/2015: 1.6.2 - RFI feature enhancements- Photo crash issue fixes - Bug fixes and performance enhancements3/23/2015: 1.6.1 - Fixed stalled syncing issue- Improved speed of downloading project- Bug fixes and performance enhancements3/6/2015: 1.6.0 - Added PlanGrid RFIs - create, edit, review, and link RFIs - Hyperlink tool - link to other sheets, attachments, or RFIs for quick navigation- Bug fixes and performance enhancements12/19/2014: 1.5.2 - Dramatically improved sync logic- Added ability to customize issues- Issue icons adjusted to show current status- Bug fixes and performance enhancements11/21/2014: 1.5.1 - Added support for Android L (5.0)- Photo annotation menu redesigned- Synchronization improvement and fixes- Added support for more Samsung devices- Bug fixes and performance enhancements10/23/2014: 1.5.0- Comments- Profile picture- Fixed filtering logic to make filtering for multiple tags easier- Added edit options to fullscreen punch view- Support for Motorola Xoom tablets added- Bug fixes and performance enhancements9/25/2014: 1.4.1 - Pen and highlighter now lock - Improved annotation consistency across platforms - Sheets page optimization for 7 tablets- Photos taken in app now automatically copy to device gallery - Bug fixes and performance enhancements8/20/2014: 1.4.0 - Snapshots- Share features- Email out punchlist and issues reports directly from the app- Email out full size sheet pdf file directly from the app- Bug fixes and performance enhancements7/24/2014: 1.3.0 - Synchronization is now faster and more reliable- Faster and improved downloading of new projects- SD card support added for KitKat- Bug fixes and performance enhancements6/11/2014: 1.2.1 - Bug fixes and performance enhancements6/10/2014: 1.2 - Measurement tool added- Bug fixes and performance enhancements5/19/2014: 1.1.0 - SDCard support for certain devices- Bug fixes5/3/2014: 1.0.0 - GA launch4/29/2014: 0.0.4- Improved downloading- Faster performance - Bug fixes4/17/2014: 0.0.3 Alpha release2/27/2014: 0.0.2 Alpha release2/4/2014: 0.1.1 Alpha release1/28/2014: 0.0.1 Alpha release

11/25/2019: 1.73.0- Ability to add a root cause to a Task- Improvements to the Task Log navigation to better match the web experience- See your project history in the Sidebar- Bug fixes and performance enhancements

11/18/2019:- Introducing BIM Mode for Windows- Introducing Videos: take, upload and share videos to add context to markups, Field Reports, tasks, and RFIs.

11/15/2019: 1.72.0- Added a right-click menu item on the Project List to manually sync a project- Bug fixes and performance enhancements

11/14/2019:- Introducing Custom Forms: fill out custom forms like for Daily Reports, Job Safety Hazard Analysis, and Inspection Checklists, but better built for the mobile experience.

10/23/2019: 1.71.0- Ability to remove projects from devices in the Project List by right-clicking on them- Bug fixes and performance enhancements

10/9/2019: 1.70.0- Supports PDF calculations in Field Reports- Native Field Reports supports dates and drop-downs- Improvements to Tasks details module when there are duplicate stamp codes- Bug fixes and performance enhancements

9/25/2019: 1.69.0- Shows empty individual item responses as '-' in submitted Field Reports- Additional decimal places allowed in Field Report's numeric fields- Bug fixes and performance enhancements

9/10/2019: 1.68.0- Introducing Task Sheet Association.Now any task can be added to, removed from,or moved between sheets. Whether a user is importing a spreadsheet of punchlistitems from the architect and placing them on specific sheets for subcontractors to complete, finding issues as they complete a Field Report,or mapping planned work items to specific locations on sheets, PlanGrid Tasks Sheet Association provides complete flexibility on how all tasks are created, managed,and tracked.- New smart fields for Field Report PDFs.In addition to the existing fields, PlanGrid now automatically fills in the fields for projectcode,projectaddress,userrole, andphonenumber.- Bug fixes and performance enhancements

8/28/2019: 1.67.0- Ability to reset RFI custom reports drawer to defaults- Bug fixes and performance enhancements

8/20/2019: 1.66.0- Custom exports for the Advanced RFIs log- Bug fixes and performance enhancements

8/8/2019: 1.65.0- Added a prompt to include photos when copying/pasting tasks with photos- Added additional Smart Fields for PDF-based Field Reports- Bug fixes and performance enhancements

7/9/2019: 1.64.0- Ability to search Field Reports by creator- Bug fixes and performance enhancements

6/19/2019: 1.63.0- Introducing Advanced RFIs: close the loop between the field and office to resolve RFIs faster. Create RFIs on your mobile device as soon as issues are discovered on the jobsite, get responses to RFIs from project team members via email, and distribute RFI answers to the field in only a few seconds.

6/14/2019: 1.62.0- Bug fixes and performance enhancement

5/21/2019: 1.61.0- Improvements to weather on Field Reports: all Field Reports with weather now show three times in the day: 7 am, 12 pm and 4 pm. - Bug fixes and performance enhancements

5/8/2019: 1.60.0- Bug fixes and performance enhancements

4/24/2019: 1.59.0- Add Tasks to a Field Report as references- BIM location improvements- Edit caliper annotation length after initial calibration- Display document download status in the log- Add support for video playback in the gallery control- Add notification support for adding/removing a stamp- Hide deleted stamp number and assignees- Sync deleted user groups- Bug fixes and performance enhancements

4/10/2019: 1.58.0- Ability to manage user groups-Ability to download a single photo- View Tasks on a Field Report- Place a stamp on a sheet-less Task- Create Tasks from a reference picker- Ability to remove a Task Stamp- Bug fixes and performance enhancements

3/26/19: 1.57.0- On the Task detail, see a field for a read-only sheet- When filtering Tasks, select a custom date range- Bug fixes and performance enhancements

3/13/2019: 1.56.0- Bug fixes and performance enhancements

2/26/2019: 1.55.0- View user profile pictures-See the total within a Daily Report- Bug fixes and performance enhancements

2/12/19: 1.54.0- Search for a stamp by two-character code or by name when adding a Task to a sheet- Bug fixes and performance enhancements

2/5/19: 1.53.0- Automatically fills in the company name for Field Report PDFs-The Field Report log now shows reports on the right side panel- Automatically updates the "Ready to Publish" status when uploading sheets- Support for preset date ranges when filtering a Task- Timestamps added to photo titles when exporting photos- Shows the color-count when selecting multiple annotations- Quick create for Tasks List- Bug fixes and performance enhancements

2/5/2019: 1.53.0- Automatically fill in the company name for Field Report PDFs-The Field Report log now shows reports on the right side panel- Automatically updates the "Ready to Publish" status when uploading sheets- Bug fixes, design updates and performance enhancements

1/15/19: 1.52.0- "Share" buttons now say "Export"- Filter tasks on the Task Log by any watcher (individual user or group), location, status, creator, sheet or stamp type- Ability to export Field Report logs

12/17/18: 1.51.0- Allows for dragging as far you want when manually aligning sheets in Sheet Compare-Localization support for Tasks- Bug fixes, design updates and performance enhancements

12/4/18: 1.50.0- Update to project list to be in full screen instead of dialog-Allows for decimal input for certain Field Report fields

11/27/18: 1.49.0- See "What's New" in PlanGrid- Bug fixes, design updates and performance enhancement

11/13/18: 1.48.0- Bug fixes, design updates and performance enhancements

10/23/18: 1.47.0- Ability to view sheets as a list instead of in a grid-Ability to copy a Field Report- Ability to export Field Reports as XLS or PDF- Bug fixes, design updates and performance enhancements

10/17/18: 1.46.0- PlanGrid Issues is now PlanGrid Tasks! Now you can track both planned work and responses to punch list items, QA/QC items and safety observations to deliver quality projects on time. You can do everything you use Issues for today, but Tasks will allow you to track work that isn't attached to a sheet.- Bug fixes and performance enhancements

9/26/18: 1.45.0- Improvement to Field Report references- Bug fixes and performance enhancements

9/12/18: 1.44.0- Opens 'All Issues' by default when you select the Issue Log- Bug fixes and performance enhancements

9/5/18: 1.43.0- Introducing Field Reports for Windows!Fill out daily reports, safety forms, QA/QC checklists, site observation reports, timesheets and much more as events occur.-Ability to pan in on the sheet screen with the middle mouse button while an annotation tool is selected- Download button added to the photo and snapshot gallery- New placeholder avatars for users

8/16/18: 1.42.0- Location data included for images taken within the PlanGrid app- Minor UI redesign on Issue Details view- Bug fixes and performance enhancements

8/2/18: 1.41.0- Add issue delete support from within the issue log- Bug fixes and performance enhancements related to tags and 360 photos.

7/17/18: 1.40.0-Added document folder path headers to RFI references and hyperlink target picker lists.- Introducing Groups! Project teams can now be organized into custom groups to help streamline communications and workflows.- Bug fixes and performance enhancements related to tags and 360 photos.

7/10/18: 1.39.0- New multi-sheet edit drawer

6/12/18: 1.38.0- Automatically collapses navigation drawer when window is too small- Allow users to expand or collapse grouped list view sections by clicking the individual headers- Improvements to the RFI reference picker- Allow users to include a database file when sending diagnostics to PlanGrid Support team

5/29/18: 1.37.0- Add progress indication when generating a report- Add support showing multiple photos at a time in Photo Map drawer

5/16/18: 1.36.0- Bug fixes and performance enhancements

5/4/18: 1.35.0- Bug fixes and performance enhancements

4/22/18: 1.34.0- Photo geolocation map- Ability to edit user information- Performance enhancement for 360 photos

4/3/18: 1.33.0- Ability to edit document names within the app- Bug fixes and performance enhancements

3/27/18: 1.32.0- Ability to use filters in the photo log- Add photo options to issue report templates- When signing up for PlanGrid, you can use the Enter button on the keyboard to submit the form.- Bug fixes and performance enhancements

3/7/18: 1.31.0- Markups can now snap to content- Performance enhancements and bug fixes

3/1/18: 1.30.0- Ability to markup existing photos- Create reports, including photo reports, from sheets- Issue log allows you to filter by multiple issue lists- Quickly create an RFI when selecting a target for a hyperlink- When inviting new users, PlanGrid will auto-complete the form based on users we already recognize from other projects on the device

2/7/18: 1.29.0- New photo log! View all photos in your project, sorted and grouped by how long ago they were added- Ability to filter issues based on assignees who were removed from the project- Ability to see a preview of an issue description on the issue log grid view- Ability to share issue staple packs from the sheet viewer- Performance enhancements and bug fixes

1/31/18: 1.28.0- Performance enhancements and bug fixes

1/10/18: 1.27.0- Ability to cancel a project sync and return to the project list- Performance enhancements and bug fixes

12/20/17: 1.26.0- A new action center event is created when a comment is added to an issue that is relevant to you- Ability to filter by stamp type in the sheet view- Notification sent when you are low on disk space- Maintains filters when generating a full size PDF export- When a filter is set, layers are sorted alphabetically in the sheet view

12/8/17: 1.25.0- Support for SSO- Ability to upload sheets in the grid view- Add pen or highlighter annotations just by clicking on the icons (no need to drag!)

11/28/17: 1.24.0- Copying a photo saves the photo to a clipboard so you can easily paste the photo directly into Gmail, Slack, etc.- Improvements to Full Sheet Search- Added ability to select or delete Document folders- Bug fixes and performance enhancements

11/8/17: 1.23.0- Full sheet text search- Measurement tools use fractions when using imperial units- Bug fixes, minor UI changes, and performance enhancements

10/25/17: 1.22.0- Support for cameras on all Windows 10 devices, and the ability to choose between front and rear facing camera- Hide version sets that contain zero sheets- Bug fixes and performance enhancements

10/12/17: 1.21.0- Document Subfolders: better manage and organize documents by using subfolders to make them easier to find- Invited users now shown at the top of the team management page- Improvements to the photo gallery- Use sheet tags from all versions of a sheet for filtering- Bug fixes and performance enhancements

9/27/17: 1.20.0- Photo file's name is used as the image name by default- New language support: Danish (Denmark), German, Portuguese (Brazil), Romanian, Thai- Bug fixes and performance enhancements

9/13/17: 1.19.0- Action Center of Events- Show a list of related sheets when viewing documents- Show a list of related sheets when viewingRFIs- Incorporate in-app feedback of issue reports- Rearrange sheet list filters to: versions, tags, other- Bug fixes and performance enhancements

8/29/17: 1.18.0- Users can now skip updates to a project when opening. This can drastically improve the user experience for people on an intermittent/slow internet connection who just want to get into the project to see some existing data. -360 photos work can be added asRFI references

8/1/17: 1.16.0- Attachments is now Documents in copy throughout the app- Version set names now appear in the publish log, and can be found using the search box

7/19/17: 1.15.0- 360 Photo Viewing + Mini Map- Negative schedule impact and cost impact fields- New support for the following languages: English (UK), Hungarian, Japanese, Swedish, French, Italian, Polish

6/13/17: 1.1.0- Spellcheck in text boxes- Remember color selection across app- Filter annotations by color- Photo rotation- Multi-issue editing in sheet view- Sheet favorites- Sheet upload- Staple packs

5/30/17: 1.10.0-Document updates- Copy/paste markups

5/11/17: 1.9.1 - Bug fixes and performance enhancements5/9/17: 1.9.0- Spanish translations- Landscape printing- Keyboard shortcut dialog4/24/17L 1.8.0 - Markup snapshots before sharing/saving- Administrators can now manage user permissions- Bug fixes and performance enhancements4/4/17: 1.7.0 - Polygon cloud tool- Enable upload of more document types- Add Print to share sheet drawer- CTRL + R project reload- Remove project from device3/29/17: 1.6.1 - Copy updates3/21/17: 1.6.0 - Sheet compare & manual alignment- Line/Polygon snap-to-angle is now only enabled when shift is pressed- Filter to annotations not assigned to a layer- New icon for 'lasso' tool3/7/17: 1.5.0 - Filter annotations- Issues list analytics- Bug fixes and performance enhancements2/23/17: 1.4.0 - Bug fixes and performance enhancements2/22/17: 1.3.0 - Issues list1/30/17: 1.2.0 - Issues list1/27/17: 1.1.0- Snapshots and polygon tool- Bug fixes and performance enhancements11/14/16: 1.0.0 - General availability release10/30/16: 0.0.14- Bug fixes and performance enhancements9/12/16: 0.0.13 - Bug fixes and performance enhancements9/8/16: 0.0.12 - Design enhancements 7/15/16: 0.0.11 - Bug fixes and performance enhancements6/30/16: 0.0.10 - Bug fixes and performance enhancements5/5/16: 0.0.9 - View issues log3/30/16: 0.8.2 - Bug fixes and performance enhancements3/7/16: 0.8.1 - Bug fixes and performance enhancements3/3/16: 0.0.8 - Open beta release2/16/16: 0.0.7 - Bug fixes and performance enhancements1/19/16: 0.0.6 - Annotation creation (except issues)10/05/15: 0.0.4 - Annotation editing (except issues)7/27/15: 0.0.2 - Annotation viewing (except issues)5/19/15: 0.0.1 - Alpha bug fix

11/18/2019-Introducing Videos: take, upload and share videos to add context to markups, Field Reports, tasks, and RFIs.-New updates to the PlanGrid Photo Gallery give you the ability to take numerous actions at once, including uploading multiple photos from an external device and bulk selecting photos to create a consolidated photo report. -Other PlanGrid photo enhancements include marking up existing photos in the Photo Gallery and the addition of more photo details such as who took the photo, date and timestamp and location.

11/17/2019- Custom report capabilities available for Advanced RFIs.

11/14/2019:- Introducing Custom Forms: fill out custom forms like for Daily Reports, Job Safety Hazard Analysis, and Inspection Checklists, but better built for the mobile experience.

10/22/2019- Introducing Project Hub: an update to the Home screen to provide a unified project experience.Keep a pulse on your project by seeing all of the activity across the team, and who is on the most current set. Also includes the ability to quickly add or view sheets and stay informed about the weather.

10/2/2019- PDF Calculations on Field Reports

9/25/2019- Users can select multiple Field Reports and archive them all at once

9/17/2019:- Task report improvements for web. New report options include adding photos or comments, determining how many tasks belong on a page,and additional fields such as assignees/watchers, cost/schedule impact, and due dates.

9/11/2019:- Introducing Documents to Sheets.Now, files that were uploaded as documentscan beeasily publishedto the project team. This allowsusersto takefulladvantage of PlanGridssheet publishing flow whether the sheets were uploaded through the Home, Sheets or Documents tabin the PlanGrid web app.- Task Sheet Association.Now any task can be added to, removed from,or moved between sheets. Whether a user is importing a spreadsheet of punchlistitems from the architect and placing them on specific sheets for subcontractors to complete, finding issues as they complete a Field Report,or mapping planned work items to specific locations on sheets, PlanGrid Tasks Sheet Association provides complete flexibility on how all tasks are created, managed,and tracked.- New smart fields for Field Report PDFs.In addition to the existing fields, PlanGrid now automatically fills in the fields for projectcode,projectaddress,userrole, andphonenumber.- Field Report Submission emails.There is a new automatic emailoption availableforthose who want to stayup-to-dateon the latest submissions, and reference information as soon as its available. When enabled, users will receive an email with information such asprojectname, submitter, and report date, and a link to view the full report as soon as a field report is submitted.

6/20/2019:- New First Time Submittals User Experience: provides a new onboarding flow to make it easier to get started on Submittals.- Improvements to Advanced RFIs: 1)sends emails to watchers to notify them that an RFI is in progress. The watcher may be a project member or external user (i.e. no need for PG license because email has attached PDF). 2) The ability to distribute RFIs to external users.

6/18/2019:- Introducing Advanced RFIs: close the loop between the field and office to resolve RFIs faster. Create RFIs on your mobile device as soon as issues are discovered on the jobsite, get responses to RFIs from project team members via email, and distribute RFI answers to the field in only a few seconds.- Improvements to PDF Markups for Submittals: 1) the ability to create a custom stamp within PlanGrid, which will autofill key information such as your name, the date and the submittal status, 2) the ability to view and edit document outlines and 3) the ability to create bookmarks to find pages within the submittal document faster.

6/5/2019:- Introducing Web Sheet Compare: your favorite feature on mobile has now been brought to the web.Overlay different versions of the same sheet (or two unrelated sheets) to pinpoint changes, identify constructibility issues and plan for the least amount of interruption.

5/22/2019:- Improvements to weather on Field Reports: all Field Reports with weather now show three times in the day: 7 am, 12 pm and 4 pm.

5/9/2019:- Refactoring improvements

4/23/2019:- Introducing BIM: access model properties from anywhere, in 2D or 3D.- Introducing PDF Markups for Submittals: mark up a PDF right in PlanGrid using lines, shapes and callouts.- Introducing Tasks on a Field Report: reference tasks in Field Reports to enhance QA/QC work, inspections and walkthroughs.- Admin Console updates to better manage users/projects: view users's projects, user profile page, session expiration, archive projects and automatically remove users from all project orgs.

2/12/2019:- Ability to upload a profile picture from the Account Settings page.

2/4/2019:- Introducing Import Tasks from a Spreadsheet: import a schedule to create hundreds of tasks all at once, saving time and manual entry.- Add a start date to a Task

1/24/2019:- Introducing Groups for Submittals: assign a group to a Submittal and anyone within that group can respond, which prevents bottlenecks and gets submittals to the field faster.

12/17/2018:- Update to Field Reports Export: Export an Excel spreadsheet, which now contains the total number of work hours and workers, aggregated per crew, plus materials and equipment information.

12/11/2018:- Introducing the new Web Sheet Viewer: a fully immersive experience with more screen real estate for your viewing experience. PlanGrid's rendering engine now allows for a 30x increase in zoom, which allows you get a clearer look at any aspect of your sheet. Functionality has also been moved into drawers on the sidebar and it's easier to select from overlapping markups.

12/4/2018:- Introducing two new additions to PlanGrid's API: Task creation and Field Reports. The new Create Task in a Project endpoint will allow you to create a sheet-less task in a specified project. The new Retrieve Field Reports in a Project endpoint will let you retrieve data from native and custom field reports, including the submitted PDF from a custom field report. Field Report references are also provided, including photos, documents and snapshots.

10/10/2018:- Introducing Parallel Reviews for Submittals: easily send submittal packages to multiple people to review simultaneously.

10/9/2018:- New shortcut button ("New Report") on the Field Reports main menu, which means less clicks to fill out a new report on PlanWeb.

8/22/2018:- Localization updates: date and time displayed matches locale.

8/13/2018:- Assign submittals to non-project members:without being added to the project, subcontractors, vendors, and designers can submit or reviewsubmittalsall through email. Because external partners do not have to be added to the project itself, private information including sheets, annotations, and documents can be kept confidential.- Improvements to PDF Editing for Field Reports: now custom PDF forms will be in edit mode by default whenever you create a new draft or open an existing draft report.

8/1/2018:- Introducing Field Report References: adds two new reference types to Field Reports, which are Documents and Snapshots. This creates a better integration with other features within PlanGrid.

7/24/2018:- 'Review response' labels for Submittals: When a submittal gets published,you can see if it's been approved, approved as noted, or be a number of other custom statuses that fit your workflow.- Filter by custom statuses for Submittals:Whether you have 100 or 1,000 submittal items, use Filters to narrow down the list of submittals to just what you need. Filter by spec section, status, approvers, reviewers, created by dates, due dates, and submittal number.

7/16/2018:- New sample project.

7/13/2018:- Users will now be redirected to their originally desired page after logging in.

7/10/2018:- Introducing Groups: Project teams can now be organized into custom groups to help streamline communications and workflows.

6/27/2018:- PSPDFKit Improvements for Field Reports: adds support for signature fields and auto text size on the Field Reports PDF web editor. As PlanGrid supports more properties of custom PDF forms, this helps to provide a better user experience on web.

6/25/2018: - Ability to batch delete issues.

6/14/2018: - Introducing Copy for Field Reports: gives users the ability to copy a field report on Web, including draft or submitted reports. Bonus: the Work Log now also includes the total number of workers and total hours performed.

5/29/2018: - Introducing Bulk Add Watching for Submittals: This feature is similar to adding a team member to the carbon-copy (CC) list on an email - we allow users to bulk add more than one watcher. Users can also pre-populate the submittal register template spreadsheet with pre-defined watchers.

5/17/2018: - Introducing Multiple Assignees & Watchers:you use PlanGrid Issues to manage punchlists, QA/QC lists, assign tasks to team members and more. Now two people can be assigned to a single issue to ensure that responsibility is shared as needed. Additionally, you can keep additional stakeholders up to date by adding "watchers". This means they can view issues and receive notifications when changes are made to them.

5/14/2018: - Introducing Folders for Field Reports:organize Field Report templates into folders and subfolders.

5/10/2018: - For Submittals: design reviewers can now assign submittals to another reviewer from the submittals landing page (without having to first log into PlanGrid).

5/8/2018: - For Submittals: filter submittal items and packages by spec section, status, approvers, reviewers, created by dates, due dates, and submittal number.

5/7/2018: - Introducing Multiple Assignees & Watchers:Project teams can now assign up to two users to any stamp and add additional team members to watch the stamp for updates.This gives projects the flexibility to manage the resolution of work and assign responsibility in a way that meets their needs, while ensuring clear accountability on issues/tasks that require work from more than one person.

4/10/2018: - Introducing Weather v2 for Field Reports: PlanGrid now updates the weather more often and includes the 'last updated' time on Field Report Drafts. Rather than precipitation probability, we show the precipitation amount in inches or centimeters. Additional updates include the humidity measurement (%) and internationalization of weather, including support for celsius and metric based on locale. Together, these updates help improve the accuracy and confidence given to the weather report on our Field Reports. - Introducing Bulk Editing Report Settings for Field Reports: gives report managers the ability to edit multiple reports types at once including: archiving report types, updating permissions across multiple report types, updating other settings across multiple reports types (like reminders).

3/27/2018: - New! GPS for Photos:collect and display useful geolocation information for photos added to PlanGrid. To start, we will be collecting latitude and longitude coordinates and displaying photos within the context of a map.

3/22/2018: - Introducing Watching for Submittals:allows you to keep any individual, including subcontractors, designers, and other team members, informed about the progress of a submittal by adding them to a new Watching field.Gives secondary individuals view only access to submittal documents.People who have been added as a recipient do not require a PlanGrid account.

1/29/2018- Field Report PDF forms can now be filled out and annotated online.

1/16/2017

- New! Submittals:PlanGrid Submittals enables submittals to progress from you, the subcontractor and the architect with just a click of a button, allowing you to notify individuals while keeping the submittals process moving.From the Submittals dashboard, you can see at a glance which items are upcoming or overdue.As soon as a submittal is approved, it is immediately accessible in the PlanGrid mobile app. - New! Automatic Submittal Log:Upload your spec book and PlanGrid will automatically extract the specs to create a downloadable spreadsheet containing all of the projects submittal register items.PlanGrids Automatic Submittal Log includes everything you need all relevant product data, shop drawings, and closeouts to assign submittal register items to subcontractors and accelerate the submittals process.

12/7/2017 - New publishing flow enabled for all slip-in projects.

12/5/2017 - New!Now built for mobile devices, Daily Reports allow you to accurately log work and activities throughout the day, as they occur.Daily Report templates can be created on the web. Youcan select if you want to automatically include the weather, keep a workflow and enter notes to ensure that the most relevant information is captured. This provides customization of Daily Reports without needing to upload a PDF template.

11/22/2017 - New! Workspaces:split up the projects based on how your team works, such as by phase, area, or trade. This provides a separate place for your team to access the people and information most relevant to the job, while also remaining connected to the main project

10/24/2017 -Updates to the Login and Signup pages

9/28/2017 - New! Document versioning: upload new versions of an existing document on web and all links will automatically update to link to that document

5/31/2017 - Company logos on PlanGrid reports- Issue dashboard filtering: filter charts by issue list

4/11/2017 - Support more document types for attachments 4/10/2017 - Field reports references and exports4/3/2017 - Copy changes 3/7/2017 - Field reports beta 3/1/2017 - Sorting attachments log2/15/2017 - Updating "Room" to "Location" for issues11/21/2016 - Additional colors11/15/2016 - Attachments redesign8/31/2016 - Additional issue fields (due date, cost, schedule delay)- Hyperlink labeling8/26/2016 - Sheets log redesign 7/22/2016 - Autotagging sheets6/23/2016 - Bug fixes and performance enhancements 5/18/2016 - Issues dashboard and project profiles3/9/2016 - Filter by archived issues1/27/2016 - Batch sheet renaming1/13/2016 - Issues log redesign

Setup of Daily Reports

Submitting Daily Reports

What Are Daily Reports?

With PlanGrid Daily Reports you can log activities and job site conditions, ensuring your team is capturing the most relevantinformation throughout the day.On setup, admins have the option to select if they want their daily report to include: 1. automatic weather data, 2. worklog -- keep a log of work performed, hours and worker 3. track materials and/or 4. equipment that was used on site and 5. other notes and/or observations about visitors, safety, etc.

The PlanGrid Daily report also has the following additional benefits:

Faster setup: No need to spend time and effort configuring and customizing a smart PDF. Simply use our built-in Daily Report that can be setup in just a few clicks.

Dynamic forms: With PlanGrid Daily Reports, you are no not limited by the constraints of a PDF form. You can enter as many rows in the worklog, materials and/or equipment sections as you need.

Setup of Daily Reports

Daily reports can be setup quickly, with a few customizable options:

Navigate to the main Field Reports menu on PlanGrid web and click Templates >Add New > Create new template.

Note: You must be an Admin orPower Collaborator to create a new report template.

Choose the PlanGrid Daily Report template (Step 1 of 4)

Select Daily Reports (selected by default) and click Next.

Customize the sections included on your Daily Report (Step 2 of 4)

Customize your Daily Report by giving it a name and selecting which components you would like to track: weather (automatically capture weather based on project address), materials, equipment, and/or notes. All components are selected by default, but you can deselect them to remove them from your template.

Customize your crew list(Step 3 of 4)

Add a list of crew names to appear in a dropdown list when filling out the daily report

If no list is entered, users must fill in the crew field manually

Assign permissions and configure optional remindersfor your Daily Report (Step 4 of 4

Add Assignees -- individuals or by permission group (Admins, Power Collabs, Collabs)

Add Reviewers-- individuals or by permission group (Admins, Power Collabs, Collabs)

Note: By default, all admins will be report managers on this report template and may edit the settings after setup.

Option to enable daily reminders to assignees if report isn't submitted by end of day.

Click 'Create' to complete template setup.

NOTE: If your project is currently using the existing PlanGrid Daily Report, you may edit the settings on the template to add the new material and equipment sections, as well as customize a dropdown list for crew.

Check the box to select the template in the list and click 'edit' to open the settings drawer.

Select the new components and/or edit crew names and then click 'Save' to update the template.

Submitting a New Daily Report

Hover over the Daily Reports template in the list and click on "New Report" to start a new draft.

The report date and weather data (based on project address) are automatically populated under report details. Click on the report date to edit.Assignee can optionally add an additional description to the report (ex: Swing shift crew).

Assignees can track work performed by crew by clicking the 'Add Work' on the Worklog section. Select from a list of crew names or type in a custom crew name if it is not on the list; then, enter number of workers, total hours worked and work performed.

Assignee can optionally track materials and/or equipment on the report.

Assignee can also optionally add notes to the report.

Assignee can submit the report or Exit and a draft of the report will be saved automatically.

Assignee can export the daily report in either PDF or XLS formats, and include attached references, as well as optionally include a company logo in the report header.

User Account Control

IT departments often configure users accounts as standard (non-administrator) for security reasons. This prevents users from installing software into C:\Program Files among other things.

We release improvements to our application every 2 weeks. To reduce the manual intervention required by users/IT, we designed the app to not need administrator privileges to install.

NOTE:A users IT can customize their computer configuration with Group Policy in various ways that can block our app from installing. If Group Policy is blocking our installer, their IT will need to white list our installers.

The Windows operating system has security feature called User Account Control (UAC). Details on how it works can be found here

This limits applications running as non-administrator users to accessing certain file paths. To comply, we only save files in the current users directory such as C:\Users\userName\AppData\Local.

This means the account the installer runs under is where our executable is stored. Each user will have to install PlanGrid into their account to use it.

UAC also manages what happens when you run a process as administrator. If the user is logged in to a standard account, UAC will display a prompt that allows them to switch to an administrator account. When this happens, the installer is no longer executing as the logged-in user it is running as the administrator. This means that all the user file paths & etc are pointing to the administrator account and not the logged-in user. The installed files will be placed in the administrators account andwon'tbe accessible to the logged-in user.

Setting up PlanGrid Single Sign-On (SSO) in Azure Active Directory Setting up PlanGrid

Setting up PlanGrid Single Sign-On (SSO) in Azure Active Directory

i. Go to the Azure Active Directory tab

ii. Go to Enterprise Applications

iii. Click "New Application"

iv. Click "Non-gallery application"

1. For the "Name" enter "PlanGrid"

2. Click "Add"

v. Select "Single Sign On"

1. For "Single Sign-on Mode" select "SAML-based Sign On"

2. For "Identifier" put

"https://io.plangrid.com/sessions/saml/metadata"

3. For "Reply URL" put "https://app.plangrid.com/saml"

4. For "User Identifier" select "user.mail"

5. Select "View and edit all other user attributes"

a. Click "Add attribute"

b. For "Name" enter "User.email"

c. For "Value" select "user.mail"

d. Click "Ok"

6. Click "Save"

7. Click "Configure PlanGrid". This has information needed for configuring PlanGrid.

Setting up PlanGrid

i. Sign in to Admin Console

ii. Select the organization for which you're setting up Single Sign-On

iii. Go to the SSO Configuration Tab

iv. Click "Add Provider"

1. Select Azure Active Directory

v. Fill in the fields with:

1. Copy Azure's value for "SAML Single Sign-On Service URL" into "SAML Single Sign-On Service URL"

2. Copy Azure's value for "SAML Entity ID" into "SAML Entity ID"

3. Download Azure's "SAML XML Metadata" and upload it to the "SAML XML Metadata" section.

4. Click "Save"

vi. Go to the organization users tab

vii. Select your account and hit "Enable SSO"

1. Click "Done"

To use PlanGrid, each user on a project needs an active PlanGrid subscription. You can upgrade your account individually or have a subscription assigned to you by your company. If your account is managed by a company administrator, contact them about upgrading your subscription.

To upgrade your account individually, log in to PlanGrid. If your trial has expired, youll see a screen asking you which plan youd like to choose. Click Subscribe to enter your payment.

If your trial is still active, log in to to your account and follow these steps to upgrade:

Click on your user name in the upper right corner of the screen, then click Account Settings.

Under Status, click Upgrade.

Select your plan and the subscription type (annual or monthly), and then enter your credit card information.

Click Continue.

Dont have your own forms yet oraren'thappy with the ones you are currently using?

Try out one of PlanGrids sample report templates!

Daily Report

Daily Safety Inspection Checklist

Job Hazard Analysis

Timesheet

You can download any of theattachedPDF templates, modify in your PDF editor (as desired), then upload as your own custom report template.

Need to make changes to a previously submitted report?

Create a copy of the original report, then revise and re-submit. Archive the original report to remove it from the report log.

To edit a submitted report on iOS:

1. Open the report you wish to edit, and then tap Copy Report to copy it to a new draft.

2.On the report log, tap to open the draft of the copied report.

3.Edit all report details, as needed, then click Submit to re-submit a revised report.

4.Finally, open the report that you copied from in step 1, and tap Archive to remove this from view in the report log.

Once you're in a project, please click on the Tasks pane on the left. Followed by the "Tasks Overview" button at the top. This will bring you to a screen where you can see your Task Lists, as well as graphs.

The graphs on this page representsAll Stamps, Top Stamps, By Assignee, and By Creator.

In the All Tasks graph, you can view what number and percentage of your projects total Tasks are Open, In Review, Pending and Closed, by hovering your mouse over the graph. You can also click on the status color within the graph to view those filtered Tasks in the Tasks Log.

In the Top Task Stamps graph, you can view the top 10 stamps used in your project, andthe number of Tasks belonging to each status by hovering your mouse over any status color in the graph. You can also click on the status color within the graph to view those filtered Tasks in the Tasks Log.

In the "Tasks By Assignee" graph, you can view the number of Tasks by status assigned by the team members hovering your mouse over the status color on the graph. You can also click on the status color within the graph to view those filtered Tasks in the Tasks Log.

This also applies to the "Tasks By Creator" graphs.

We've modified the sheet upload process to make it faster and easier to upload and process your sheets. Here are the main improvements. Keep reading to find out how to do the following:

Upload PDFs from multiple folders before you start the upload process

Define multiple custom regions: Define different locations for different sets of sheets to find the sheet number and sheet title

Bulk delete and rotate sheets

Bulk fix sheet numbers (or titles) that were read incorrectly

Add project tags during the upload process

Choose the version set at the beginning of the upload flow

Featured:

How to choose your version set How to select sheets Drag in multiple groups of PDFs for upload Define multiple custom regions Bulk delete and rotate sheets Bulk fix sheet numbers (or titles) that were read incorrectly Add project tags during the upload process

How to choose your version set

When you first click the Sheet Upload button, you'll see a prompt to enter the version set for your sheets. If you'd like to create a new version set, click the "New version set" radio button and enter an issuance date and a version set name. If you 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

How to select sheets

Please note: You will need to select sheets before you can rotate, delete, or change the sheet number or title area.

To select sheets, click the selection 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 one checkbox then hold down the Shift key and select a second checkbox it will automatically select all the the checkboxes that are between the two checkboxes.

Drag in multiple groups of PDFs for upload

Now you can drag PDFs from multiple folders and make sure you have your whole set compiled before you start the upload process.

Define multiple custom regions

Now you can define 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 project where different firms are creating sheets that have their sheet numbers in different parts of the sheet.

1. Select the sheets you want to editSelect sheets using the checkboxes on the left-hand side of the table. See How to select sheets for more information.

2. Click on "Choose area for extraction"You can choose an area to extract text on both the sheet number and sheet title pages. The button will be labeled "Choose area for sheet number extraction" or "Choose area for sheet title extraction," depending on the step you are at. You will only see the button in the header row once you select at least one sheet.

3. Draw a box around the sheet number or sheet title area on sheet

A window will come up and you will see a view of the first sheet in the set; zoom in or out until you can see the sheet number or title. Click the "Set 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 title appear. Make sure that the correct text direction, horizontal or vertical is selected, then click Apply.

4. Review your results and repeat the process for the sheets with different number or title location.After a few seconds, you'll see the sheet number or title that has been extracted based on the area you drew; scroll down the list to ensure that these are correct for the sheets that you edited. You can also use the tools for making changes to multiple sheets.

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 editSelect sheets using the checkboxes on the left-hand side of the table. See How to select sheets for more information.

2. Click on the rotate or delete buttonsNotice that once you have selected at least one sheet, you'll see the buttons that will allow you to rotate your sheet(s) by 90 degrees clockwise or counter-clockwise and 180 degrees. You will also see a button that allows you to delete the selected sheet(s).

How to fix sheet numbers and titles that were read incorrectly

1. Select the sheets you want to editSelect sheets using the checkboxes on the left-hand side of the table. See How to select sheets for more information.

2. Try defining regions to look for sheet numbers and titleIf you have 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 find these elements. See How to define multiple custom regions for more information. If this doesnt work, proceed to Step 3.

3. Click on the "Edit sheet numbers" or "Edit sheet titles" buttonThe button will labeled "Edit sheet numbers" or "Edit sheet titles", depending which step of the process you're on. This button will be visible in the header row once you select at least one sheet to edit.

4. Use the "remove characters", "add characters", or "find and replace" tools to fix the sheet numbers of your selected sheets.

Remove characters: The remove characters tool allows you to remove a number of characters from the front or back of your sheet number or title. Once you select "Remove characters" from the drop down menu, you will be able to select whether you want to remove characters from the left or right and how many characters. Once you've done that you can see a preview of the changes below and if you are happy with them, click on "REMOVE CHARACTERS" to apply the changes.

Add characters: The add characters tool allows you to add characters to the front or back of your sheet number or title. Once you select "Add characters" from the drop down menu, you will be able to select whether you want to add characters from the left or right and which characters you'd like to add. Once you'e done that you will see a preview of the changes below and if you are happy with them, click on "ADD CHARACTERS" to apply the changes.

The find and replace tool allows you to replace characters. Once you select "Find and replace" from the drop down menu, you will be able to enter the character(s) you want to find and the character(s) you'd like to replace it with. Once you've done that you can see a preview of the changes below and if you are happy with them, click on "REPLACE CHARACTERS" to apply the changes.

How to add project tags during the upload process

1. 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. See for more information.

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

3. You will see a screen that will show you all the tags that the selected group of sheets has in common. You can delete the tags applied to that group of sheets by clicking the x next to the tag name or add tags by typing in the "+ Add new tag" field. Click on "update tags"

Note: You can only bulk remove tags if all the sheets you selected have that particular tag.

PlanGrid is committed to improving the security of our product to better protect our customers. We are making updates to our password reset workflow to introduce stricter complexity requirements. By default, the new requirement states passwords must bea minimum of eight characters long and contain at least one uppercase and one lowercase letters (A, z), and at least one numeric character (such as 0-9). During this time, we do not anticipate any interruption to services in PlanGrid (see attached image).

For those users authenticating via SSO, this change will have no effect and your password will continue to be managed based on your organizations defined password policies.

Instructions on resetting your password can be found here. If you have any questions, please contact PlanGrid Support by sending an email directly to [email protected]

Featured: Downloading Projects to My iPad or iPhone Downloading Projects to My Android Tablet or Phone Canceling a Download in Progress Updating and Refreshing My Project Viewing PlanGrid Offline in the Field Removing Projects from the Mobile Device

After you've uploaded and published sheets at plangrid.com, you will then download the project to your mobile device. Downloading the project is necessary in order to access and mark up your sheets offline in the field.

For general downloading tips, please go here.

Downloading Projects to My iPad or iPhone

We understand that storage space on your iPad or iPhone is important to you. And to help you make the most of it we are offering the option to download only the project information that you need. All of your sheets, photos and snapshots will always be safe in the cloud, but now you can choose to download just the most current set to your device, with the option to download the other materials at any time.

1. To get started, open the PlanGrid app on your iPad or iPhone to the main projects screen. To access the download options, tap the project title.

Mobile: Managing the PlanGrid App

2. A box will open. To download the entire project, tap Download. To view your download options, and download select project information, tap Options. If you choose to download the entire project now, you can easily remove select project information from the device later through your Storage Management menu (below).

3. Select the project information you want to download now. Anything that is not downloaded now can easily be downloaded later.

4. Onceyou'vemade your selections, tap Start Download.

Note: You can download project documentsand snapshots without having to download any sheets. However, in order to download photos you must download at least the Current Set.

5. Any sheets that were not included in your download can be downloaded anytime your device is on a wifi or cellular connection by simply tapping "Download".

6. Once your project is on the device, you can return to the main projects screen to download any project information that is not already on the device. To do so, tap the user menu in the upper right corner, and choose "Storage Management".

7. Next, tap the project you would like to manage. If you have several projects downloaded to your device, you will see them all listed here. To remove all of your projects from the device, tap "Remove all Projects from this Device".

8. From this menu you can download information which has not yet been downloaded, or remove information currently on the device.

To download previously skipped information, tap the green arrow. To download everything not yet downloaded, choose "Download all sheets and references".

To remove downloaded project information, tap "Edit" then tap the red circle on the left side of the group, and choose "Delete". To remove all project information from the device, tap "Remove all project data from this device".

9. To perform a refresh on your project, you can either tap the circular arrows in the bottom right hand corner, or choose to tap the gear icon and tap "Force Refresh".

Downloading Projects to My Android Device

1. Look for the project name under Projects in the Cloud.

2. Tap on the name of the project.

3. The project will automatically start downloading. Check the status of your download by looking at the blueprint icon to the leftof the project name (spinning means it's still downloading). You can also tap the project name during download to view the sheets as they are downloaded.

Canceling a Download in Progress

iOS:

1. Open the sync log on your iOS device by tapping the cloud icon in the lower right corner.

2. Next, tap "Cancel All", which will cancel all of the downloading items. This will in no way effect any items that are currently uploading to the cloud from your device, only items waiting to download.

3. Or, simply tap the gear icon associated with your downloading project, and tap "Remove from Device.

Android:

1. Long press on the project name in the project list. Hold your finger on the project for about five seconds.

2. In the menu that appears, select "Remove" todelete the project.This will delete all the project information from the tablet and cancel any pending downloads.This does not delete the project itself or remove any of the project data.

Updating and Refreshing My Project

Refreshing and updating your project allows you to receive updates from the team, including newly published sheets and markups that have been publishedto the project. If you're not seeing the most current set or mark ups shared by another team member, follow the steps below to update your project.

Note: Publishing markups to the project is required for any user, even an admin, to see an markupmade by another user. Issue stamps not published to the project can only be seen by the assigner and the assignee.

If you are not seeing new project documents, such as sheets and documentsthat were recently uploaded, and a normal refresh does not work, follow the instructions here to perform a forced refresh on the project.

To update your iPad:

1. When you log in to your projects screen, you'll see a red badge if changes have been made to your project that are ready to be downloaded. If you are currently viewing a sheet, simply tap "Sheet" and then "Project" in the upper left hand corner to return to the main projects page.

2. When you tap on your project, you'll see an abstract of changes that have been made to your project since the last update.

3. You can update your project with changes by tapping the 'Update' button. If you want to open your project without waiting for changes to sync, tap Skip -- your changes will sync the next time you choose to update your project.

4. You may need to refresh the app to receive updates if you've had the app open while you're working. To do so, return to the projects page, and tap the circular arrows icon in the lower right corner.

To update your Android:

1. Tap your device's back button until you reach your list of projects. Projects that have updates available will be shown with a red badge.

2. You'll see an abstract of changes that have been made to your project since the last update. Tap "Update Project" to download the updates, or "Skip" to open the project without updating.

3. You may need to refresh the app to receive updates if you've had the app open while you're working. To do so, return to the projects page, and tap the circular arrows icon in the upper right corner.

Viewing PlanGrid Offline in the Field

You do not need Wi-Fi or a cellular connection to view drawings that are already downloaded to your tablet. However, to download projects to the device, or to update your plans with changes, you will need either Wi-Fi or a 3G/4G connection to download them to your device. Any markups made while offline will automatically sync to the cloud when a connection is regained.

To Use PlanGrid Offline:

1. Make sure your project is downloaded onto your device. Projects listed as "On Device" will be available without Wi-Fi. Projects under "In The Cloud" will not be.

For information on downloading projects to your iOS device, go here.

For Android,see the instructions here.

2. You will need an internet connection to check for and download any updates to projects that are currently on your device. Click on the 'Refresh' icon in the lower right hand corner of the 'Projects' screen to check for new drawings.

On Android, the refresh button is in the upper right corner of the screen.

On your mobile device, use the settings of the device to see connectivity and storage availability. For more information on managing storage space on your mobile device, go here.

Removing Projects from the Mobile Device

When you are finished working on a project, or if you are not currently using a project and are concerned about storage space on your device, you can remove the project from the device to free up space. This will sendthe project back into the cloud, where it will remain for easy re-download.

iOS:

1. To remove a project from your iPad or iPhone, go to the main projects page of the app, and tap the gear icon associated with the project.

2. Tap "Remove from Device" to delete the project from the iPad or iPhone. This will not affect the project itself in anyway.

Android:

1. To delete a project from your Android tablet or phone, open the app to the main projects page and simply press on the project name.

2. When you lift your finger a box will appear, tap "Yes" to remove the project from the device.

Related Articles:

Creating a New Project & Uploading Revisions

Sharing Markupswith The Project Team

Publishing New Uploads

Mobile: Troubleshooting FAQ

By default, all tasks in a project sync back to the Tasks on the website. The Tasks Log allows you to filter and narrow the scope of the items you see, and generate a report based on the options you select. You can also run PDF reports for all the stamps punched on a single sheet from the sheet view (below).

Note: The ability to customize layouts and fields can only be done in the Tasks Log on our websiteat this time.

From the Tasks Log on the Website From the Sheet on the Website From the Sheet on the Mobile App From the Tasks Log on Android From the Tasks Log on Windows

From the Tasks Log on the Website:

You can run reports for all Tasks, or use our filters to narrow down the scope, or simply select specific items in the list to include in your report.

Running a Report of All Tasks

1. From the Tasks List, click Export (All)"

here.

2. Right after you click "Export All," you will have further options. Choose the preferred method of sort, and the corresponding order. Furthermore, you also have Layout options, and Task Detail options to include. Please see the images below.

Note: The ability to customize layouts and fields can only be done on the website at this time.

3. Don't forget to name your report, add a description if necessary, choose the file type, and click Generate.

Note: If youd like to sort your Tasks Log view by ID, Status, Assignee, Location, simply click on the column title. Keep in mind this is for viewing purposes only, andwon'tbe reflected on the report. To Sort by column on the report, pleaserefer to the previous section.

Running a Report for Selected Tasks

1. To run a report for specific Tasks, first select them in the Tasks list, and then click Export(Selected).

2. Choose the preferred method of sorting, and the corresponding, as shown in step 2 here.

3. Name your report, add comments if necessary, choose the file type, and click Generate.

Using Filters to Create a Report

1. From the Tasks list, click on Filters.

2. Use these different options to bring up specific results. Choose from:

Task ID #

Keyword: such as title or description

Sheet

Due Date

Assigned to: User that has been assigned to the Task.

Watching

Status: Open, In Review, Pending, Closed

Stamp type

Created by: The user that created the Task

Location

Date created

Archived

Pro tip: Combine multiple filters, such as Sheet, stamp type, and created by to bring up specific results. For filters such as stamp type and status, feel free to select multiple of each. (E.g.: Open + In Review)

3. To clear your filters at any time, click Clear Filters.

4. When you are viewing the results desired, click Export (Selected)

5. Choose a sort type and a corresponding order, as well as other layout options, as shown in the generating steps above, linked here.

6. Name the report, add a description and comments if necessary, choose a file type, and then click Generate.

7. Once your report has generated, you can copy the shareable link to email out, download the report by clicking Download Report, or view it in the Tasks Reports log by clicking on "view all reports". (This will also show you your previously generated reports.)

8. When you click on "View all reports", you will be taken to the Tasks Reports log, listed from newest to oldest. Hover on top of the report you need to save it, share it (with a shareable link), or delete it.

Formats:

A PDF report will include all of the Task information (sheet name, Task description, assignee, creator, etc), as well as all photos and an image of where the stamp occurs on the sheet.

The CSV report will include all of the stamp information, and can be opened and edited in any spreadsheet application.

Delivery:

Click the "Save" button to download your report, "Share" to generate a shareable link that you can email out, and "Delete" to delete the report from your project.

From the Sheet on the Website:

1. To run a report of the stamps on a single sheet, open the sheet in sheet view and click "Export".

2. Next, tap "Tasks Report". The Task Report sends an email and a shareable link directly from PlanGrid. You are able to add a recipient in the "Email To" field prior to sending.

From the Sheet on the Mobile App:

1. When viewing a specific sheet, tap the export button in the upper right corner.

iOS Android

2. Choose "Export" and then "Task Packet" from the list of Share options.

iOS Android

The Task Packet sends an email and a shareable link directly from PlanGrid. You can edit the recipient and subject, and add a personal message before sending.

From the Tasks Log on Android:

Please note: This is only available on the Android mobile app at this time.

1. Open the project on your device, go to the bottom Tasks icon to get to the Tasks Log

2. To pull up specific items, tap the magnifying glass to search. You can search by Status, Location, Sheet, Assignee, and Task Number.

3. To customize the order of stamps as you see them in your reports, tap the Sort icon in the upper right corner. Your tasks can be sorted by Status, Location, Sheet, Assignee, and Task Number.

Please note: This is not a filter, this only controls how the items are sorted in the list. To narrow down the tasks you see, use the search options above.

4. To run a report with the filtered or searched results, tap the "Create Report" button. If any filters are on, it will be indicated by a number within the "Filters" button to the left. You can clear this if you would like to run a report for all items in your Tasks Log.

5. Next, you can edit the report name, choose a format (PDF or CSV), and add any additional comments about the report. When your report is ready, tap "Send Report". The report will generate and your email app will open, allowing you to send the report as a shareable link.

From the Tasks Log on Windows:

You can run reports from Tasks on your Windows device, use our filters to narrow down the scope, or simply select specific items in the list to include in your report.

Running a Report of All Tasks

1. Upon clicking the Tasks pane on the left, you can then click on "Share" at the top right.

2. Choose the file type, as well as the options to include Comments, Photos, and Layout. If you select, XLS or CSV, you can proceed to save.

If PDF or DOC is selected, it will go to one more page to give you an option to choose the template and logo options, and then you can hit save.

Running a Report for Selected Tasks

1. To run a report for specific Tasks, first select them in the Tasks list, and then click Share"

2. Choose the preferred method of sorting, and the corresponding, as shown in step 2 here. Then you can proceed to save.

Using Filters to Create a Report

1. From the Tasks list, click on Filter" at the top.

2. Use these different options to bring up specific results. Choose from:

Date Created

ID

Sheet

Created By

Status

Type

Assigned to

Watching

Location

Due Date

Stamp

List

Has Schedule Impact

Has Cost Impact

Pro tip: Combine multiple filters, such as Sheet, stamp type, and created by to bring up specific results. For filters such as stamp type and status, feel free to select multiple of each. (E.g.: Open + In Review)

3. To clear your filters at any time, click Clear Filters on the bottom.

4. When you are viewing the results desired, click Share"

5. Choose the file type and proceed, as shown

This video demonstrates how PlanGrid Connect can create a seamless integration that maps tasks from PlanGrid to rows/sheets in Smartsheet. This example can be applied to other spreadsheet and database software as well.

To learn more about PlanGrid Connect, visit us at https://www.plangrid.com/features/plangrid-connect/.

PlanGrid allows you to download multiple sheets from your project as a PDF so that you can share them.

Start by clicking on the Sheets icon, and make sure youre on the List View. You can select the sheets you want to download from this view, or you can use filters or the search bar to find specific sheets.

Select the sheets you want to download, and then click Share. Youll be given the option of including published and personal markups.

Click Generate shareable link at the bottom of your screen. This will give you a link to share, or you can download the PDF directly by clicking Download PDF. Try using the link to share sheets if your PDF is too large for an email attachment.

Submittals makes reviewing submittal packages simple for everyoneeven if youre not on PlanGrid. Follow these steps to review a submittal package and deliver a response to the Submittal Manager.

Receive items and review submittal

Onceyou'vebeen assigned to review an item, youll receive a notification email from PlanGrid. Open the email and click View submittals.

Youll be brought to a page where you can download the submittals package by clicking Download submittal. Whenyou'vedownloaded the package and are ready to provide your review, click Start review.

On the following page, provide your review response, upload any supplemental material you have, or add in additional notes. You can also assign a subsequent reviewer if someone else needs to review the package as well. When youre ready to send your response back to the Submittal Manager, click Submit package.

Onceyou'vesubmitted your review, youll be taken to a confirmation page and receive a confirmation email from PlanGrid.

If youre the final reviewer of a submittal, youll be given an option to mark your review as the official review. You can also an additional reviewer if you need another one before the end of the review process.

Featured: Adding and Viewing Comments on the Web In Your Sheets In Your Tasks In Your RFIs In Your Project's Settings Adding and Viewing Comments on a Mobile Device In Your Sheets In Your Tasks In Your RFIs In Your Project's Dashboard

Communicate with your team right from PlanGrid! Use the comments feature to leave messages for your team or to have a tracked discussion about your ongoing project. All comments include a date and time stamp, as well as the name of the commenting team member.

Comments are available in Sheets, RFIs, Tasks, and project Dashboards on both the website and the mobile app. To leave a comment, simply open the Comment box to begin typing, then click Post.

Mentions

Adding and Viewing Comments on the Website

In your Sheets:

1. From the Sheets icon, click to view your sheet.

2. Scroll down to view the sheet details and to add your comments.

In your Tasks:

1. Open the Tasks icon.

2. Click the task you'd like to see, as the info drawer on the right will pop up.

3. Scroll down to view or make a comment.

On your RFIs:

1. Click on the RFI icon.

2. Click Into the RFI.

3. Scroll down, comments will be below the references.

In your projects Settings:

Leave general comments about the project as a whole under your Settings icon.

1. Click on the Settings icon.

2. Click into the field to begin editing, and click "Post" to post the comment for the whole team to view.

Adding and Viewing Comments on the Mobile Device

If comments have been added by another team member on your project, you will be notified by a small badge on the file cabinet on both Android and iOS devices.

For project level comments you will see the badge on the file cabinet in grid view. For sheet level comments, you will see the badge when you tap to open that sheet.

In your Sheets:

1. Tap the file cabinet, and then choose "Comments".

iOS

Android

2. Tap the text field to begin typing, and then choose "Post" to post your comment.

iOS

Android

In Your Tasks:

1. Tap the stamp to open the detail box. (For Android, tap the stamp, and then choose "View Task").

2. Tap "Comments" on iOS, or the speech bubble icon in the upper right corner on Android.

iOS

Android

3. Tap the text field to begin typing, and then choose "Post" to post your comment.

In Your RFIs:

1. Tap the file cabinet from Grid View, and choose "RFI" to open your RFI log.

iOS

Android

2. Next, tap the title of the RFI you would like to comment on.

3. On iOS, scroll down and tap "Comments" to view and add RFI comments. On Android, tap the speech bubble icon in the upper right corner.

iOS

Android

4. Tap the text field to begin typing, and then choose "Post" to post your comment.

In Your Project:

Any comments added at the project level on the mobile app will sync back to the project settings.on the website.

1. Tap the File Cabinet from grid view and choose "Comments".

iOS

Android

2. You can view your project wide comments here. To add a new comment, tap the field to begin editing, and then click "Post" to post your comment for the whole team to see.

iOS

Android

Related Articles:

RFIs: Creating, Editing, and Sharing

Adding a PlanGrid User Photo

Featured:

Sharing my project with other users

Adding team members on the website

Adding team members on iOS

Adding team members on the Windows app

Importing team members from other projects

Understanding PlanGrid's permission levels

Managing user permission levels

Managing user permission levels on the web

Managing user permission levels on Windows

Sharing my project with other users

In order to share your project with other PlanGrid users, youll need to add them to your project team. Team members can only be invited by a project Admin and can be assigned different permission levels. See more onon permission levels below.

With PlanGrid, all changes to the published set ofpublished markups, RFI postings, Documents, and Sheet revisionswill automatically sync to all team members on that project.

Adding team members on the website

1. Login at www.plangrid.com and open the project you want to share.

2. Click on the "Team" icon

3. Click on the "Add Team Members" button Using MarkupFilters & Layers on your iOS

4. Enter the email address of the user you want to add and select their permission level

5. Click "Add Team Members"

Adding team members on iOS

1. Open the project you'd like to share

2. Tap "More" from the bottom menu

3. Select "Team"

4. Tap "Invite" to add a new collaborator

5.Type in the collaborators email address and then tap OK.

You can only invite one user at a time. To add several users from an existing project use the import tool below to import those users from other project teams.

If you add a user to the project team and see a green Invited under their email address, it means theydon'tcurrently have a PlanGrid account with that email address. Your invitation will send them an email prompting them to create an account.

Adding team memberson the Windowsapp

1. Open your project and click on the "Team" icon

2. Click "Invite"

3. Enter the email address or addresses, separated by commas or semicolons, of the user you want to add and click Invite

When you invite a team member on Windows, theyll be added as a collaborator by default. For instructions on how to change permission levels, see Managing Permission Levels and Removing Users on Windows.

Importing Team Members from Other Projects

You can add several team members to a new project at once by importing them from another project. To begin, make sure that all of the team members have been added to a different project, which will allow you to bulk import them to a new one.

1. Open the project that youd like to share with users

2. Click on the "Team" icon and click "Add Team Members

3. Select "Import from another project..."

4. Select the project from which you'd like to import

5. Select the members to import and click "Import," or click "Select All"

Understanding PlanGrid's Permission Levels

PlanGrid has three user permission levels: Admin, Power Collaborator, and Collaborator. Every user has a permission level.

All team members can view and download sheets in a project, view published markups, create personal markups, and access and view all PlanGrid RFIs. In addition, all team members have access to Progress Photos and Issues by logging into the project on the website.

Permission levels are specific to each project and need to be changed within each project, even if the same user is in multiple projects.

Admin: Has full rights and powers within the project, can upload and delete sheets and documents, and can manage the project team, can edit any Task,even if the user is designated as a Watcher.

Power Collaborator: Can share notes with the team but cannot upload or delete drawings, project documents, or team members, can edit any Task, even if the user is designated as a Watcher.

Collaborators: Read-only. Can view all sheets, documents, and published markups. Can change an issues status when the issue is assigned to them. Cannot share notes with the team, add or delete sheets or documents, or edit the project team. This is the only permission level where a user cannot edit a Task.

If an project is organization-linked, the project admin will only be able to delete the project if they are an organization admin as well.

Managing User Permission Levels

Managing permission levels on the web

A project Admin is able to manage permission levels and remove users from a project. To begin, open the project on the website.

1. Select the "Team" tab

2. Select the user whose permission level you'd like to change

3. Select the new permission level in the Permissions drop-down menu

4. Click "Save"

To remove a user from a project, select the user from the Team menu, choose Remove From Project, and confirm the removal.

Managing user permission levels Windows

A project Admin is able to manage permission levels and remove users from a project. To begin, open the project.

1. Check the box next to the team member youd like to manage and click Edit Permissions. You can also select multiple team members and edit their permission levels at the same time.

2. Select the new permission level, and click on "Update permissions."

To remove a team member from the project, select that user from the Team tab and click on the trash can.

Related Articles:

Sharing Markupswith the Project Team

Task Tracking FAQ

This article will show you how to delete a project permanently and forever, for everyone on your team. You will not be able to recover your project. If you would like to remove the Sample Project that came with your PlanGrid account, you are reading the right article.

To Permanently Delete a Project:

WARNING!!this will PERMANENTLY delete the project for ALL your teammates

1. First select the project you would like to permanently delete.

Leaving Projects

2. Once inside the project, click on the Settings icon.

3.Click on 'Permanently Delete Project.'

3. You will be prompted to type "DELETE" (all in CAPS).

Please note: If you DO NOT want to delete a project permanently for everyone, but you'd rather leave a project to bring your sheet count down, please follow these steps.

Related Articles:

Exporting Project As-builts

Removing Users From A Project

Featured: Changing Account Details Upgrading your Subscription Canceling or Deleting your Account Changing your Credit Card Information User Info and Signing Into the App Turning On and Off Email Alerts Daily Digest

Changing Account Details

From the Account Settings page you can:

Change your name as it appears in PlanGrid

Change your email address you use to log in and receive notifications, and how often you get them.

Change your associated company name, which shows on your card under the Team icon

Change your contact phone number

Change your password

Delete your account

Change the language for the PlanGrid website.

Upload a company Logo

To get to the account page:

1. Log in to https://app.plangrid.com. For more information about logging into PlanGrid on the website, go here.

2. Click on the button displaying your name in the upper right corner and select "Account Settings."

Canceling your Account

3.To change your password, click on "Change Password". To change your personal information and language, click on "Edit Personal Information".

4. Once you have clicked on "Edit personal information", make the changes you need, and save.

Note: If you would like to get to your Account Section from the Upgrade Screen, you should see a button that says "Manage Your Account and Team"

Upgrading your Subscription

You can upgrade your subscription in the account page. For more information about upgrades, go here.

Canceling or deleting your Account

You can cancel your paid subscription or delete your account in your account page. For more information about canceling or deleting, click here.

Changing Your Credit Card Information

To update your credit card info:

1. Follow steps 1-2 listed above to get into your account page

2.Under "Payment", click on "Change card" (This option will only be visible if you have an active web subscription).

3. You should be immediately prompted to submit your new credit card details.When you are done, click the blue "Update" button to submit the new information.

4. The new credit card will be used for the next recurring charge for your account. You will only receive a receipt when the next charge goes through.

Please contact [email protected] if you are interested in invoicing a group of annual subscriptions at once. All monthly subscriptions can only be paid by credit card online.

User Info and Signing Into the App

When you log in to your app for the first time, make sure you enter the same email you used to create your account. We'll save your information so there's no need to login every time you open the app.

If you are having trouble viewing projects on your app, it's possible you're not logged into the app with the same email you used to create your account. To confirm you are logged in with the correct email, tap the user info button in the top right corner of your projects screen, then tap 'Account Info'. For Android, tap the Android menu button, and choose "User Info" in the menu that appears.

iOS

Android

To login as a different user, log out of the app using the user info button in the upper right corner of your projects screen. Make sure you have synced all changes to your project before logging out (you can see any pending syncing within the synchronization button), or they will not be saved.

To Turn On and Off Email Alerts

To turn on and off email alerts:

1. Log into your PlanGrid account online at https://app.plangrid.com. Click on your username, in the upper right corner beneath your name and click on "Account Settings."

2. Under the "Notifications" section, check or uncheck the box to receive email alerts. Then clicksave to save your changes.

Note: Changing to NOT receive emails will only stop emails regarding publishing of new sheets to your projects. When you upload sheets to a project, you will still receive an email from us to let you know your sheets have finished processing and are ready for review/publishing to your mobile devices.

Daily Digest

The Daily Digest summarizes everything that's happened in your projects over the past day.

You can scroll through the email and find the project you need, to see the changes that were made.

Related Articles:

Upgrading Your Subscription

How Pricing Works

Logging into PlanGrid

Featured: Supported Mobile Operating Systems Mobile Device Storage Recommendations Downloading and Updating the PlanGrid App on My Device Managing Storage on My iOS Device Managing Storage on My Android Device Tips for Maximizing Storage on iOS and Android

Supported Mobile Operating Systems

PlanGrid is pleased to provide mobile apps for both Android and Apple tablets and phones. That way you can use your preferred device, and still have access to all of your plans anywhere you go. To ensure best performance, you will want to make sure that your device is able to run the minimum version of the Operating System that PlanGrid supports.

Further information on the Windows app can be found here: Getting Started with Windows.

PlanGrid supports the following mobile operating system versions:

Android: OS 5.0 and newer

Apple: iOS 12.0 and newer - Apple Device Compatibility

Windows: 7 (with some exclusions*)

To check your current operating system version:

1. Open your device's Settings menu.

2. For iOS, go to General > About. You will see your version number there.

Managing Your Project Team

3. For Android, go to System > About Device. You will see your version number on the "About Device" screen.

Mobile Device Storage Recommendations

Another important factor to consider when it comes to performance is the amount of available storage on your device. While project information like specs, RFIs, submittals, and photos do not count against your sheet limit, they do take up valuable space in your mobile device's memory. If the device does not have enough available space to support your project information, you may experience incomplete project downloads and sluggish tablet speeds, among other issues.

Here are our mobile device recommendations for usage with PlanGrid. These apply to both iOS and Android tablets:

Storage PlanGrid Plan Project and Durations

16 GB Nailgun Small residential, quick TIs and renovations

32 GB Nailgun, Dozer Small - Medium sized projects with a duration of two years or less.

64 GB Dozer, Crane Medium - Large Projects (+10M) User managing lots of projects. Projects with a duration of two to three years.

128 GB Crane Hospital and other large projects (you know who you are). Any project with a duration of over three years.

Please Note: PlanGrid charges based on the number of sheets each user needs to synchronize on their tablets, and storage of documents, RFIs, and other documents is not part of that sheet count. However, all documents, photos and sheets, do require a certain amount of storage space on the tablet, and it is always best to have more room available on whatever device you choose.

Downloading and Updating the PlanGrid App on My Device

To install the app on your tablet or phone:

1. Open up the App Store on your iOS, or the Google Play Store on your Android.

iOS Android

2. Search for "plangrid" (all one word), and then tap on the correct PlanGrid result.

iOS Android

3. On iOS, click the cloud to download the app to your device. On Android, tap "Install".

iOS Android

Updating the PlanGrid App

To see what version of PlanGrid you're on now:

1. Go to your main Projects page (where all projects associated with your account are listed), and tap the menu button in the upper right corner. On iOS, this looks like a person. On Android, this looks like 3 vertical dots or may be a physical menu button along the bottom.

2. On iOS, the current version is displayed at the top of the menu. For Android, tap "Account information". The version number is at the bottom of that page.

iOS

Android

To get the latest version of PlanGrid:

iOS:

1. Go to your app store.

2. Tap the button to update

3. If you don't see an update, look for PlanGrid under "Search".

Android:

1. Go to the Play store.

2. Click "Play Store" or the three lines in the search in the upper left corner, then click "My Apps".

3. Next, choose PlanGrid from the list of Installed Apps.

4. Choose "Update".

Managing Storage on My iOS Device

We understand that your device storage is important to you. To ensure that you get the most out of your device and out of PlanGrid, we have a few recommendations for effectively managing your storage.

To View the Total Storage:

To see how much space PlanGrid is taking up on your device:

1. Open your device Settings Menu.

2. Go to General > iPad Storage > Manage Storage.

3. Tap on "PlanGrid" to view more detailed information.

iOS devices can sometimes have trouble recovering storage when sheets or projects are deleted. To purge any wasted space, uninstall PlanGird entirely and then reinstall it. This does not apply to Android devices.

1. Tap and hold on the PlanGrid app until an x appears.

2. Tap the "x" to uninstall.

3. Re- download PlanGrid from the app store.

Managing Storage on My Android Device

1. Open your device settings menu.

2. Go to Device > Apps. Tap on "PlanGrid" to view more detailed information.

Tips for Maximizing Storage

iOS

Use the download options to download only what you need. For instance, you can download just the most current set to get ready for your site walk, instead of downloading all versions of all sheets.

To learn more about downloading projects onto your iPad or iPhone, go here.

Android

Android tablets offer the ability to store your PlanGrid information on an external SD card. That way you can download your project information fully, and not worry about clogging up valuable storage space on your device. You can move your project information to the SD card from your tablet settings menu, or from within the PlanGrid app.

From the Tablet Settings Menu:

Open your device settings, go to Device > Apps > PlanGrid. Choose "Move to SD Card".

From the PlanGrid App:

1. Open the app to your main projects page, tap the menu button and choose "Storage settings". Some devices may have a physical button along the bottom, others will use the 3 vertical dots in the upper right corner of the PlanGrid app.

Physical Menu button:

Three vertical dots:

2.If your device has an external SD card installed, theUse external storage option will be selectable. Click "Save".

For more information on installing and using an SD card on your Android device, go here.

Related Articles:

Mobile: Accessing Projects on My Device

Mobile: Troubleshooting FAQ

How Pricing Works