Create a password/login
Your free Planfred account was created along with your project invitation Click “Set password now” and enter your desired password.
Using your e-mail address and your password, you may now log in at any time at:
TIP: The password can be requested again at any time or changed in your user account.
Your login to the project provides you access to all of the plans and documents, and you can also upload data.
Create new plans
Attention: Each plan is only added once. In case of an update,
a new index is uploaded
for the plan; in this case, only the most current plan will appear in the list view (older revisions are present in the plan detail view in the index history).
- Click Create new plan (see plans overview)
- Select Print file (PDF, etc.) or drag the file directly into the marked area
- Select CAD file (DWG, etc.) or drag the file directly into the marked area
- Edit plan number and plan contents (the file designation is entered into the plan number field automatically)
- Select the plan folder, enter the index
- Select an optional tag or enter a new tag in the “new tag” field and click (+)
- Write and optional comment
- Select if the plan approval is required
- Click “Save”
TIP: Add plans simultaneously by opening multiple windows. Click on
“Create additional plan simultaneously”.
To the blog entry “2 tips on how to create plans in Planfred faster”
Update plan (Upload a new index)
This function is only used if the plan is available in list view; this means that the plan has already been created and should now be updated (e.g. new index).
- Click on “Update plan” (see plan overview or detailed view)
- Click the updated plan
- Select Print file (PDF, etc.) or drag the file directly into the marked area
- Select CAD file (DWG, etc.) or drag the file directly into the marked area
- Enter the index
- Write and optional comment
- Select if the plan approval is required
- Click “Save”
TIP: Right click to open a plan in a new window and update it. Any number of windows may be opened in parallel.
Download/send multiple plans:
- Click Send/download multiple plans (see plan overview, blue field in the top right)
- Filter the desired plans according to plan folders, roles, and tags or via input in the search window. To the blog article “Searching using plus (+)”
- Select the plans with the “check mark” (left box next to the plan) or mark all of them with the black box
- Click “Download plans” or “Send plans to”
- Selection of recipients for sending
- Write a message, create a signature
- Optional send option “Send print files only”
- Click “Send”
TIP: The list view may be sorted according to all criteria in the black line; clicking on “last upload” positions the most recent updates at the top.
Download/send multiple plans or documents:
This works the same as with plans; in the documents overview, click on Send/download multiple documents.