The Plans view is where your project takes shape.
Upload key drawings like Construction or design sets, then use them to measure spaces, create rooms, and define locations.
By linking plans to locations, you can assign items accurately and keep everything connected in one place — ensuring the team works from the same, up-to-date information.
Uploading construction plan sets
This phase is about getting drawings into the system correctly
Uploading Plans
Go to the Plans tab
Open your project and select Plans.Choose the plan set type
Select Construction, Interior, or Design Sets.
This determines how the plans will function in the project.Upload your file
Drag and drop a PDF into the upload area or select Upload from your computer.
Plans must be PDF format.Allow processing to complete
Large files may take a few moments.Auto-name pages (optional)
Follow the auto-naming prompts, or skip and return later using the three dots (⋮) → Auto name pages.
Set/Reset Plan Scale
You can set the scale on any plan page or recalibrate it if the scale needs to be updated. Once the scale is set, the Measure tool becomes available for pulling accurate dimensions directly from your plans.
Set Plan Scale
If a plan does not have a scale assigned—or if you need to confirm the correct scale—you can set or calibrate it manually.
Open the Plans tab and upload your plan set if you haven’t already.
Click into any plan page and select Set plan scale.
Choose a scale from the dropdown if you know it or select Calibrate to set it manually.
Once saved, use the Measure tool along the right side of the screen to pull dimensions.
Reset Plan Scale
Navigate to the Plans tab and open the Construction Set. Select the page that needs its scale updated.
Click the current Scale indicator at the top of the screen.
Select Reset main scale.
Choose a new scale or calibrate manually.
Always double-check accuracy by measuring a known dimension on the plan.
Versioning & Replacing Plans
Updating drawings without breaking downstream work
Upload a New Version
Open the existing plan set
Select Upload New Version
Upload the revised PDF
This replaces the drawing while preserving:
Locations, measurements, quantities, and schedules.
When to Version vs. Create a New Plan Set
Use Upload New Version when:
Changes are minor or iterative
You want to keep downstream data intact
Create a new plan set when:
There’s a major revision
The project moves to a new stage or issue set
Download Plan Sets
Downloading Your Plan Set
Option 1 — From the Plans Tab
Go to the Plans tab
Click the ⋮ vertical ellipsis on the plan set
Select Download Plan Set
The full set downloads as a PDF
Option 2 — From the Scope Tab
Go to the Scope tab
Open the Documents dropdown
Select Construction Set
The current version downloads immediately
Best Practices for Plan Management
Upload plans to the correct plan set type
Always use Upload New Version for revisions
Avoid duplicating plan sets unnecessarily
Name plan sets clearly and consistently
Confirm the active plan set before downstream work