Administrators and Owners
Plans and Documents
Plans & Documents
Creating Your PLANFRED User Account if you don't already have a PLANFRED login.
You can easily register by visiting app.planfred.com/registration.
Follow the instructions in the confirmation e-mail to create a user login.
Once registered, you can log in anytime using your e-mail address and password at app.planfred.com.
With your PLANFRED login you can access all your own projects as well as the ones you've been invited to. Simply switch between projects in the Projects section located at the top-center of the page.
The password can be requested again at any time during login. Change the password in the User account (top right).
Every PLANFRED user, whether registered or invited, has the ability to create their own projects, starting their free trial.
Click Create your first project
Enter the project title
Select your role in the project. If the desired role is not available, enter it in the “New role” field and click + to add it.
Click Create project
After a 30-day trial period, the user account of a project owner will transition to a fee-based status.
RECOMMENDATION: We advise project owners with fee-based user accounts to use an unpersonalised e-mail address. This e-mail address should be used to create all projects. By doing so, you will have centralized access to all company projects and maintain ownership of all data. Project managers can then be added as administrators within their respective projects, granting them full permissions for project organization.
The Project transfer function located in the “Settings & Backup” section allows you to transfer your project's ownership to a participant with a chosen Plan selection. Once you have transferred your project and if you no longer have a project of your own, you will no longer be in the trial version.
Participants can use PLANFRED free of charge and do not need to register. When participants are added to a project, PLANFRED sends them invitation emails containing a link to the instructions at www.planfred.com/en/manual. This ensures that participants have access to the necessary information and guidance to navigate and utilize PLANFRED effectively.
Go to the Participants tab
Click on 'Create new participant'
Enter the participant's email address
Select their permission level: Project participant, Project administrator, or Participant without login
Optionally, specify plan approval permission
Choose the upload notifier recommendation frequency (participants can individually switch off their upload notifiers)
Select the participant's role from the list or enter a new role in the 'New role' field and click the plus sign (+)
Optionally, provide the participant's last name, company, and telephone number
Add an optional personal message
Click on 'Invite + add additional participant' if you want to invite and add more participants simultaneously
These steps allow you to easily manage your project participants, assign roles, and communicate important information for effective collaboration.
Import participants: To quickly add participants who are already added to other projects, use the 'Add new participants' and 'Import participant from another project' options.
Right-click functionality: In the participants list, right-clicking on a participant provides access to various functions, including:
○ Delete participant: Remove the participant from the project.
○ Grant or revoke plan approval permission: Control the participant's ability to approve plans.
○ Upload notifier: Set the frequency of upload notifications for the participant (hourly, daily, or OFF).
○ Export contact: Export the participant's contact details.
Participant detail view: Clicking on a participant in the list opens the detail view. In the 'Edit permission' section (top-right), you can make a project participant the project administrator retrospectively or remove their access to the project, among other options.
A project participant can log into PLANFRED using their access data to access projects they have been invited to. Participants can download project data, upload their plans and documents, which are automatically organized under their assigned role. Participants can only update or edit their own role, while plans and documents from other roles are read-only. E.g., if there are multiple structural engineers in a team, it is important to assign them the same role during project invitation.
Project administrators have similar permissions as project owners, with the exception of deleting the project or revoking project access from the owner. Administrators can invite and delete participants, modify participant details, access 'Settings & backup,' and view all documents in the document vault. They have the ability to edit or update plans and documents from other roles and can update data on behalf of other roles by changing the author. This allows plans and documents to be stored under the author's role instead of their own.
Participants without a login do not have project access and are intended as recipients for manual plan and document delivery via download links sent by email. In the participant's detailed view, their receipt of plans and documents can be tracked. Project invitation emails and upload alerts are not sent to participants without a login. However, they can be managed as authors for specific roles, such as a surveyor's plan under the 'Surveyor' role.
Recommendation: It is recommended to send bid request packages to participants without a login in a separate project (award package). This ensures that recipients and technical planners cannot see other bidders, and sensitive data like offer evaluations and agreements can be managed without access permission. Plotting orders are processed by manually sending plans to participants without a login, with order data entered via text message.
Once at least one participant with plan approval permission is available in the project, the plan approval system is activated. When uploading a plan, it can be specified whether approval is required for that plan. Participants with plan approval permission can be selected from a list to approve the plan. Participants receive email notifications when a plan requires their approval. They can then approve or make corrections to the plan, either through text or attachments. The plan author is automatically notified via email about any corrections or approvals.
The approval system is always active for documents, and any participant can request approval for a document.
When a participant is deleted or has their project access revoked (in the participant's detailed view under Edit permission for Participant without Login), all download links in their emails are deactivated. Deleted participants and participants without a login lose access to the project. Deleted participants are moved to the recycle bin where their activities are still accessible. They can be restored at any time.
Your free PLANFRED user account is automatically created when you receive your first project invitation. There is no need to register again. Simply click on 'Create password now' in the invitation email and choose your desired password in the following step.
You can now log in anytime using your email address and password at app.planfred.com.
With your PLANFRED login, you can access all the projects you've been invited to. In the Projects section (located at the top center), you can easily switch between different projects.
You can reset your password anytime during the login process. Simply navigate to your user account (located at the top right corner) and choose the option to change your password.
When new plans and documents are uploaded, PLANFRED automatically sends notifications if the upload notifier is enabled for the project.
Each project participant has the ability to control their own upload alerts in the specific project. This can be done by accessing the orange field located at the top-right corner of the interface. Participants can choose to turn the alerts on or off according to their preference.
If the daily option is selected, PLANFRED will send a consolidated email at midnight, containing all the new uploads that have occurred within the last 24 hours.
To obtain the best overview of new uploads in your project, you can sort the list view based on the most recent upload. Follow these steps:
Go to the Plans or Documents tab, depending on whether you want to sort plans or documents
Activate the filter 'Display all' in the top-left corner to show all items
Click on 'Last upload' located on the right side of the list header
You can further filter the results based on 'Role/author' and 'Plan or document folder' to narrow down your search
To preview a plan or document, right-click on it and select 'Open PDF' from the options
If you need to download multiple plans, click on either 'Download plans' or 'Download documents,' which are blue buttons located above the list.
You can sort the list based on various criteria using the black list header bar.
ATTENTION: Each plan should be created only once and subsequently updated. Creating duplicate plans should be avoided to maintain a unique and accurate status. Previous versions of plans can be accessed in the plan detail view (click on the plan, then go to 'Index history').
Click 'Create new plan'
Select a print file (PDF, etc.) from your file system or clipboard
Select a CAD file (DWG, etc.) from your file system or clipboard
The file name will automatically populate the plan number field
Edit the plan number/code if needed: Remove the index and date, and enter this information into the 'Index' field. The plan number itself should remain unchanged for updates.
Enter the description of the plan in the 'Plan content' field (search accesses terms)
Select a plan folder to categorize the plan
Choose optional tags from the available options or create a new tag by entering it in the 'New tag' field and clicking '+'
Add any optional comments related to the plan
Request optional approval for the plan
Click 'Save and create new plan' to save the plan and continue adding more plans if desired
NOTE: PLANFRED accepts various file formats for upload, including zip files. PLANFRED does not specify a specific plan encoding system. Each participant can add plans with their own encoding system.
To make changes to plan numbers, plan authors, plan folders, and other properties, you can right-click on a plan in the list view, select the desired option from the pop-up window, make the necessary changes, and save them.
If you need to change the plan folder for multiple plans, you can follow these steps: Click on the 'Edit' button (blue button on the right above the list), select the plans by checking the checkboxes next to them, click on the 'Edit' button at the bottom of the page, activate the plan property that you want to change, select the desired plan folder, and click 'Update x Plans' to apply the changes.
ATTENTION: If you need to update a previously uploaded plan, follow these steps:
Click 'Update plan'
Select the plan you want to update
Select a print file (PDF, etc.) from your file system or clipboard
Select a CAD file (DWG, etc.) from your file system or clipboard
Enter the index for the updated plan
Add a comment (optional)
Request approval (optional)l
Click 'Save index and return to list'
Repeat these steps for each document you need to update.
Right click to open and update a plan in a new window (tab). You can open as many new tabs as you like.
ATTENTION: Each document should be added only once and then updated. It is important not to add documents multiple times to maintain clarity and ensure the most recent version is available. Revised versions of documents can be accessed in the detailed view of the document by clicking on the document and navigating to the 'Version history' section.
To add a new document, follow these steps in the Documents tab:
Click on 'Create new document'
Select the file from the file system or clipboard that you want to upload
The document number field will automatically display the file name
Edit the document number by removing the version and entering it into the 'Version' field. The main number remains unchanged for future updates.
Enter the description of the document in the 'Document content' field. This will facilitate searching using relevant terms.
Optional: Limit access to the document by selecting the 'ONLY ACCESSIBLE BY' option
Choose the document folder where you want to store the document
Add optional tags by entering them in the 'New tag' field and clicking the '+' button.
Write a comment related to the document (optional)
Request approval for the document if necessary (optional)
Click 'Save and create new document' to save the document and continue adding more.
NOTE: PLANFRED allows uploading various file formats, including Zip files and photos. There are no specific document encoding requirements in PLANFRED, allowing participants to add documents with their preferred encoding system.
You can modify the number/content, access authorization, author, and other properties of a document by right-clicking on the document in the list view, selecting the desired option from the pop-up window, making the necessary changes, and saving them.
If you need to change the tags of multiple documents, you can do so by clicking the 'Edit' button above the list, selecting the documents using the checkboxes, clicking the 'Edit' button at the bottom of the page, activating the 'Tags' property, selecting the desired tags, and clicking 'Update x documents' to apply the changes.
ATTENTION: If you need to update a previously uploaded document, follow these steps:
Go to the Documents tab
Click 'Update document'
Select the document that you want to update
Choose the new file from your local drive or clipboard
Enter the version number or date (e.g., '200930') for the updated document
Write a comment (optional)
Request approval if required (optional)
Click 'Save version and return to list'
Repeat these steps for any additional documents that need to be updated
To open and update a document in a new window or tab, simply right-click on the document and select the option to open it in a separate window or tab.
PLANFRED offers two features that greatly facilitate the creation (initial upload) of multiple plans. The use of the clipboard ensures that no plans are overlooked and the ability to copy settings from the last plan saves time. Also, when updating plans and uploading documents, it makes sense to load all files to the clipboard first, as this ensures that no documents are forgotten.
Click on 'My clipboard' (top right)
Load all CAD or print files of the new plans into the clipboard: Either click on 'Select files' or simply drag them into the clipboard
Close the clipboard (click on the x in the upper right corner), the files will be uploaded in the background
Click on 'Create new plan'
Insert print file from the clipboard: click on 'From Clipboard' in the right area of the PRINT FILE field and select the desired file in the pop-up window
Insert CAD file from the clipboard: click on 'From Clipboard' in the right area of the CAD FILE field and select the desired file in the pop-up window
Enter index and plan content, edit plan number, select plan folder, tags, etc. Add a comment and/or request approval if necessary
Click on 'Save and create new plan/document'
Click on 'Use settings from latest plan', the selection of settings to be applied can be edited (click on the checkmarks)
Create and save the plan as described abov
This process is repeated until there are no more plans to choose from in the clipboard pop-up window – so the list is cleared. Clicking on 'My clipboard' (to the right of 'Settings & Backup') shows that all files in the clipboard have the status 'assigned'.
PLEASE NOTE: Each plan is created only once and must then be updated. Plans must not be created more than once so that the last status remains unique!
Please ensure that each plan is created only once and subsequently updated to maintain a clear and unique status for each plan.
The files in the clipboard can be sorted by different criteria, such as file name. To sort the files by file name, click on 'File name' in the list header.
Go to the Plans or Documents tab
Click on the 'Download' button, which is a blue button located above the list
Apply any desired filters, such as role/author, plan or document folder, tags, or use the search field to narrow down the selection
Select the plans or documents you want to download by checking the corresponding checkboxes. You can select all files by using the top checkbox
Click on the 'Download' button located at the bottom
Choose the folder structure for the downloaded files. It is recommended to select 'Folder/Original' for maintaining the original folder structure
Click on the 'Download files' button to start the download
To sort plans and documents in PLANFRED, you can use the black list header bar and select any desired criteria for sorting. Additionally, you can preview a plan or document by right-clicking on it and selecting 'Open PDF'. This allows you to quickly view the content without downloading the file.
Go to the Plans or Documents tabs
Click on the Send button, which is a blue button located to the right above the list
Filter the list by role/author, plan or document folder, tags, or by entering keywords in the search field to narrow down your selection
Select the plans or documents you want to send by checking the respective checkboxes. You can select all items by using the top checkbox
Click on the Send button located at the bottom of the page
Select the recipients for your message
Optionally, you can add additional recipients by clicking on '+ Add recipient', entering their details, and clicking on add
Write your message in the provided text field
Create a signature template if desired
For plans, you can choose the option 'SEND PRINT FILES ONLY' if you only want to send the print files without any additional attachments
Finally, click on the send button to send the selected plans or documents
Please note that the specific options and buttons may vary slightly in the actual PLANFRED interface, but these general steps should guide you through the process of sending plans or documents.
Save optional recipient selection as a personal group: Click on + Create recipient group, enter the name and click on save.
Save message as personal template: Select parts or all of the text, click on Save selected text as a block, enter the text block name and save.
In PLANFRED, tasks play a crucial role in project management and collaboration. Project owners and administrators have full access to all tasks, allowing them to comment on them and edit as needed. On the other hand, participants have limited visibility and can only see tasks assigned to them or to other participants with the same role. They can also view tasks created by themselves or by participants with the same role.
In the web app accessed through the browser (app.planfred.com), Tasks is conveniently located between the 'Documents' and 'Participants' tabs. Tasks are presented in a list format, similar to plans and documents. To streamline task visibility, users can utilize the filter functions to customize the display.
To further customize task settings, project-specific configurations can be made in the project settings section. By accessing the 'Settings & Backup' option in the top right corner of the respective project, users can modify various task settings such as renaming, removing or adding new categories, and adjusting location options including adding a fourth option, renaming, removing, or adding new location defaults.
Create tasks directly on your cell phone and save time. The new app for iOS and Android makes recording tasks even easier - and free of charge in all Planfred packages, whether Mini, Midi or Maxi.
After starting the app, you enter your user data in the browser as in the webapp. After logging in, you go directly to the project list and select the desired project. Clicking on "Tasks" takes you to the task list.
You can create new tasks by clicking the '+ New Task' button located at the bottom center of the screen. These tasks will be saved under 'My drafts' until you decide to publish them, and they will only be visible to you.
To create a new task, please provide a title and description (optional). You can also add a photo or upload a file if needed. Assign the task to a category, specify the responsible party, and if necessary, set a deadline and include location information.
Note that only one parameter is required, along with the responsibility when publishing the task.
Once you click the 'Save draft' button, the draft task will be added to the 'My drafts' list for your reference.
At this point, you have two options: You can either continue working on the task by clicking the '+ New Task' button again, or you can choose to publish the task design. To publish the task, simply click on the desired task from the list and then select 'Publish now'.
Once the task is published, it will be listed under 'Tasks' for the task creator, their assigned role, the project owner, all administrators, and the responsible individuals in the task list.
In the web app, the new task will be displayed as shown. If it doesn't appear at the top, you can sort the order by clicking on the number symbol.
To create a task in the web app, simply click on the 'Create new task' button. The subsequent steps are the same as creating a task in the smartphone app (as mentioned above).
In addition to the familiar filter functions in the web app, the smartphone app also offers three quick filters: 'Tasks for me', 'Tasks from me', and 'Clarification'.
To deactivate all filters and show all tasks, simply click the 'Show all' button.
The four statuses 'Open,' 'In progress,' 'In clarification,' and 'Done' indicate the current status of a task and can be identified by the colored bar on the left side (light blue, blue, yellow, and green).
To change the status, click on the status bar in the respective task and select the desired new status.
You can also add a text, which will be displayed in the 'Task activities' section below.
You can also change the status while entering a new message. The input field for a new message is located directly below the 'Task activities' area.
The task report provides email notifications every hour, informing about new and updated tasks. Participants will receive notifications only for the tasks they can access, including tasks assigned to them and tasks they have created.
By enabling push notifications on the smartphone, users will receive immediate updates about any changes to the tasks.
Every user (no matter whether they are registered or acting as a participant) is authorized to create his own projects and is therefore the owner of all this data. As the project owner, he is the only one who is allowed to delete these projects. The access to his projects can never be withdrawn from him as owner.
After 30 days, the user account of a project owner becomes subject to fees. Invoices are not submitted automatically, however, but rather only after ordering a package for the user account.
We recommend using an e-mail address for the user account of the project owner (fee-based) that is not personalised. After logging in to this user account, all projects may be created, which makes this e-mail address the owner of all of the data. (The respective project manager is invited as a participant with administrator rights and now manages the respective project).
Project administrators have almost the same rights in the project as the project owner (however, they cannot delete the project or revoke the owner's project access). An administrator is allowed to invite, delete, and change permissions of other participants. Furthermore, an administrator has access to "Settings & Backup" and to all documents with restricted access. An administrator is authorized to edit or update all plans and documents of other roles and can also upload data on behalf of other roles by changing the author (thus the plans and documents are not stored under his own role but under the author's role).
Project participants can only log in to projects to which they have been invited with their Planfred credentials. With their project login, participants are authorized to download all project data and upload their plans and documents, which are automatically filed under the respective assigned role. Each participant can only update or edit data of their own role. A participant has only read rights on plans and documents of other roles. In the case of a team of, for example, several structural engineers, it is therefore important that they are assigned the same role when they are invited to the project.
Participants without login have no access to the project and are only available as recipients for the manual sending of plans and documents via download link by e-mail. In the participant detail view, the receipt can be checked (click on participant - see activities below e.g. "Receiving"). No project invitation e-mails and upload messages are sent to participants without login. However, participants without login can be listed as authors, so that e.g. a surveyor plan can be found under the role "Surveyor".
We recommend sending tender packages (zip files) in a separate award project to participants without login! (Advantages: Recipients and specialist planners do not see bidders and sensitive data such as bid checks, contracts, etc. can be managed without access permissions). Plot orders are also handled by manually sending plans to participants without login, entering order data via text message. In the "Sending" activity category, a recipient is highlighted in green as soon as he or she has clicked on Download in the e-mail (expand activity with triangle).
As soon as at least one participant with plan approval permission exists in the project, the approval system for plans is activated. Now, when uploading a plan, you have to select whether an approval is required for this plan. If this plan is to be approved, you can select who is to approve it from a list of all participants with plan approval permission.
A participant is automatically notified by e-mail when a plan is awaiting approval. The participant can now approve or comment on the plan – Comment via text and/or attachment. The plan author automatically receives the status update by e-mail.
For documents, the approval system is always active and an approve can always be requested by all participants.
If a participant is deleted (right-click on participant and "Delete participant"), all download links in e-mails already received are deactivated. Furthermore, a participant's project access can be revoked by changing its permission to "Participant without login". Deleted project participants and participants without login will no longer have project access. Deleted participants are moved to the recycle bin (activities are still accessible in the recycle bin. Restoring is possible at any time).
Project owners can easily transfer individual projects to participants. All rights (e.g. ownership of data, granting of access rights) and obligations (e.g. payment obligation) are passed on to the new owner. The prerequisite for each project transfer is that the future owner address is a participant in the project and the account is provided with a plan selection.
The message test phase appears when a user has created their own project but their account is not provided with a plan selection. With Planfred, all projects of an office should be owned by the paying user account. With the "Project transfer" function, projects can be transferred to the assigned office user account at any time and seamlessly continued.
login of the project owner to the project to be transferred
create future project owner (assigned office user account) as project participant
under Settings & Backup (top right) click on Project transfer
now Transfer project to, select new project owner and Start project transfer
The future project owner will automatically be informed by email about the project transfer approval. By clicking Apply and Accept Project in the email, Planfred opens in the browser where the project can be accepted and thus the project transfer can be completed.
After the transfer, the original project owner is no longer in the test phase, has administrator rights in the project and can also be deleted if necessary.
We recommend using an unpersonalised email address for the project owner's paid user account. All projects are to be created via this user account – thus all data is owned by this email address.
The "Project transfer" function can be used to change the user account of the project owner that is subject to payment. This account is only used to create new projects and to manage the order data.
create the future owner address as a participant in all projects (recommendation: name only "-" and role e.g. "account")
login with the future owner address, click on User account (top right), Plan selection (MINI, MIDI or MAXI), select payment interval and enter billing address
login as project owner in each own project and carry out project transfer as described above
after completing the project transfer, change the Plan selection to "FREE" in the user account of the original project owner
If a project is to be transferred to the builder, for example, who is not yet a participant, we recommend creating and inviting the builder as a new participant. This way, the registration is already done and the builder only has to provide his account with a plan selection.
Whether for messages, approval requests or comments - text blocks support Planfred users in composing texts. These blocks can be created and edited individually for the following applications:
Message when sending plans and documents
Personal message to new project participant
Comment when creating or updating plans or documents
Type message into the text field
Select parts or the entire text
Click on Save selected text as a block
Enter the text block name in the pop-up window
Edit text if necessary
Click on save
NOTE: Text blocks that were created, for example, for the document upload are NOT available for selection when approval requests are written. They only appear where they were created and saved.
Any number of stored text blocks can be combined to form a message.
This makes adding new projects very convenient, and the settings (plan folders, roles, and tags) don’t need to be added again every time.
When adding a new project, just click the link “apply project settings from another project”
Select the desired project from the list… finished
The project settings can be changed again as usual later on
Save projects as a template. Create a new project, adjust settings, and save as “_TEMPLATE-XY”, etc.
A document can be assigned an access permission to restrict visibility to selected participants. Administrators always have access to all documents.
Create new document as usual
Click on ONLY ACCESSIBLE BY:
Save selection of participants as personal preselection: Click above on + Create participant selection, enter name and save.
By right-clicking on a document and selecting Edit permission, access can be subsequently restricted or edited.
NOTE: In the Project backup, all documents with restricted access are always available. Therefore, we recommend managing sensitive documents such as cost tracking, contracts, audits, etc. in a separate project with a small group of participants.
The approval status of plans and documents is clear by means of a simple filterable traffic light system in the colors yellow (approval requested), red (comments) and green (approved).
CAUTION: A plan should only be approved and coloured green if all comments from the previous plan review have already been incorporated and the approval status is also clearly recognisable on the basis of the index (no preliminary printout).
The review of plans can only be requested by participants with a plan review permission. In the participant list view, these are marked with a check mark (right).
Click with the right mouse button on a participant and select Grant plan review permission or Revoke plan review permission
The review of documents can always be requested by all participants.
Any participant can request a review when creating or updating plans by selecting below This index requires a review of ….
Selecting the people who should review the plan
Optionally add review deadline and text message
Click on Save index and return to list
Each reviewer will automatically be notified by hourly collective e-mails
CAUTION: When a plan is reviewed for the first time, the preliminary draft status should be recognisable by means of the index. The reviewers then add their comments (file and text) to the plan – the original plan remains unchanged.
With the filter … to be reviewed by me (next to the Plans and Documents tab), each participant has an overview of all review requests by him.
Click with the right mouse button on the respective plan and select Add review or Edit review
In the Plans tab, click on the personal filter … to be reviewed by me.
Select and download the plan (if necessary, download the other reviewers' comments as well) and correct it
Select one of the options COMMENT or APPROVAL
At COMMENT add file and/or text message and Save comment
At APPROVAL write text message and Send index approval
The plan authors (entire role) are automatically notified by hourly collective e-mails
An approval with comments is handled with the COMMENT option, as various small details (including the approval index) still have to be incorporated into the original plan and it should therefore not be marked as approved. The plan author then delivers the approved plan with a clear index and can then colour it green (approved) himself.
The plan author reworks the plan
Click on Update plan and upload plan with new index
Depending on the result of the previous plan review, the plan author requests a new review or marks the plan as approved by selecting the option “This revision is approved by me" (he has already received approval in the form of a comment).
Click on Save index
Every Monday, a weekly report of all plan and document reviews is automatically sent. Each participant can set in the project in the e-mail notifier (top right) which automatic notifications are to be sent.
Planfred extends the right-click menu with powerful edit functions and thus increases the ease of use. Many properties such as changing the plan folder or adding tags can now be edited directly in the list view without opening the plan detail.
With direct list editing of plans and documents you keep an even better overview and the time expenditure is noticeably reduced.
Filter the desired plans or documents in the list view
Sort by eg. Plan number by clicking on Plan number in the table header
Right click on a plan
Select the desired activity:
Download PDF or DWG
Update plan, in new window …
Edit plan folder
Edit plan author
In Planfred, all project participants always have access to the entire set of plans. However, individual documents can be given access permission. A superordinate access permission takes place via different projects. Administrators can import all relevant plans and documents from another project with a few clicks.
After the building permit procedure has been completed, an execution project is created. All relevant plans and documents are imported into the execution project, resulting in a cleaned-up project for the respective companies.
Before the first import of e.g. plans, make sure that the plan numbers do not contain an index or date. Planfred compares the plan numbers of both projects (also those in the recycle bin) during the transfer process and already existing plans in the target project are updated if necessary (e.g. with a new index).
Create new project e.g. execution project and Apply project settings from another project e.g. from permit project
In the execution project, click on Import plans from other project (button next to "Create new plan" - only visible to admins) and select the project from which the plans are to be imported.
Filter the plans and select them using the checkbox
Click on Next at the bottom
Select import settings (only when importing released plans and documents)
Click on Import x plans
Import documents in the same way from another project
Only the current index of a plan or the current version of a document is imported. The history can only be accessed in the source project.
Participants can also be imported from another project. You can set them to be imported as "Participants without login". Invitation afterwards: right-click on the participant, select Edit permission , select Project participant or administrator , optionally write a message and invite & back to list.
If, for example, various plan changes are not to be visible to the executing companies, it is advisable to work on these in a separate project with a small group of participants. Once the plan changes are completed, the approved plans are imported back into the main project. (existing plans are updated) and thus published.
Create a separate project and import the plans to be approved from the main project
Edit the plans as usual (request approvals, update plans, etc.)
Now import the plans to be published from the approval project into the main project (target project).
Check the list of existing plans in the target project and the indexes selected for import and choose between the options Update plan (below Update all ) or Create as new plan .
Click on Next step
Edit Import Settings and click on Import x plans
If the most recent plan index already exists in the target project, it cannot be imported again (plan selection is not possible). Plans that are in the approval process (coloured yellow and red) cannot be imported either.
The “Multi-Edit” function allows you to quickly edit the properties of several plans at once. With a few clicks, plan folders, authors, tags or top categories (optional) of different plans can be changed simultaneously.
Several execution plans are to be moved to the installation drawings folder:
Click on Edit next to “Update plan” or “Create new plan”
Display the execution plans with the help of the filter system
Select the plans to be changed by clicking on the checkbox (to the left of the plan number) or click on select all, if all filtered plans are to be edited
Click on Edit in the lower center of the screen
Select the desired plan property rubric Plan folder by clicking on it
Click on Installation drawing to change the plan folders of the selected plans
Finally click on Update x plans