Intro to Plans Management
Plans Management is the system used to organize, version, and track construction drawings within a project. It provides the structural foundation for takeoff and estimation workflows by managing drawing sheets across multiple revisions.
Workflow Integration Takeoff Integration
- Revision sets define the scope for bid packages
- Plans within revision sets become available for takeoff
- Measurement system consistency between plans and takeoff
Bid Package Creation
- Bid packages must reference a revision set
- Copy selections are scoped by revision sets
- Ensures takeoff work aligns with specific drawing versions
Document Management
- Plans are linked to pages from uploaded PDFs
- Supports virtual plans for complex or multi-sheet drawings
- Maintains a direct connection between documents and structured plan data
Visual Status Indicators The plans grid visually indicates plan status:
- New plans added in the current revision set
- Plans inherited from previous revision sets
- Plans replaced in the current revision set
- Plans deleted in the current revision set
- Plans not associated with the current revision set
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