Use Cases

With PLANFRED’s intuitive approval and review workflow, various approval scenarios can be mapped in a structured and straightforward manner – whether it’s a simple individual review or a complex multi-party approval process.

Reviews can be requested at any time, reviewers added, or deadlines adjusted – ensuring maximum flexibility throughout all project phases.

PLANFRED’s proven traffic light system clearly visualizes the current approval status:

• Yellow = Review requested

• Red = Comment present

• Green = Approved

Crucial for practice: Even while the review process is ongoing, all project members can access the current plan version. This helps with preparation, improves coordination between trades, and enhances planning security.

Capture on site – online or offline

With PLANFRED’s mobile app, deficiencies can be recorded directly on the construction site – quickly, clearly, and even without an internet connection. Simply photograph or film the issue, locate it precisely, assign it to the responsible person, and save it as a draft or publish immediately.

The entire resolution process is fully documented: responsible users can upload photos and notes when tasks are completed, clearly proving the correction. Every action is transparently and traceably logged – accessible to all stakeholders.

PLANFRED Tasks is a powerful tool that helps ensure on-time and structured project handover to the client.

… so nothing gets left behind

PLANFRED Tasks is the ideal solution for distributing and managing tasks in construction projects – especially when working with external planners and contractors.

Each participant sees only the tasks assigned to them or their role. Users can also independently create new tasks and assign them to others, ensuring clear responsibilities and streamlining collaboration without unnecessary coordination loops.

The integrated chat function within each task allows for direct, traceable communication at the point of action. All discussions remain documented and reviewable – perfect for transparent, legally sound project management.

With PLANFRED Tasks, your construction workflow becomes smoother and more organized – from planning to on-site execution.

PLANFRED PhotoLog makes documenting construction progress easier and more efficient than ever. Photos can be taken on site or uploaded, annotated, and precisely located – either graphically on the plan or using predefined location parameters.

Thanks to flexible geolocation options, all relevant information can be accurately documented – whether deficiencies, progress, or specific details. Photos are automatically organized into albums and made available to authorized project members.

The built-in filter system enables targeted searches by criteria such as author, date, location, or tags – ideal for maintaining clarity in even the largest projects.

PhotoLog ensures your construction documentation is not only legally sound and complete but also fast and intuitive. All data is centrally stored, fully documented, and accessible at all times – ideal for professional execution and condition reporting.

Fast, documented, and without file size limits

PLANFRED allows you to organize tenders efficiently and in compliance with legal requirements – tailored specifically to construction project needs. Tender distribution becomes a seamless part of your project workflow.

All documents are uploaded centrally, sent via secure link to recipients, and automatically logged.

No email attachments mean unlimited file sizes – ideal for large packages with plans, specifications, and other documents.

Each dispatch is legally documented, and every recipient receives exactly the files intended for them.

How it works:

• Create a new tender project

• Upload all relevant tender documents (specifications, plans, supplementary files), individually or as a zip file

• Send to bidders (external participants) with a custom message

• Documented history: who received or downloaded which version and when – ensuring legal certainty and minimizing questions

Transparent and traceable

With PLANFRED, incoming invoices are reviewed and managed in a structured and legally compliant manner – directly in the documents section. The established review and approval workflow ensures that every invoice is properly assigned, commented, and approved.

How it works:

• Invoices are uploaded with restricted access

• The integrated workflow invites reviewers individually or in sequence

• The traffic light system shows the review status at a glance:

  • Yellow – Approval requested

  • Red – Comment or query

  • Green – Approved

• Comments, questions, and changes are documented directly in the file – visible only to authorized participants.

PLANFRED makes invoice verification more efficient, clear, and secure – seamlessly integrated into your existing project process.

Professional property management

PLANFRED helps you manage ongoing building operations and real estate portfolios clearly, efficiently, and across teams. Each property is created as its own project, with all documents – plans, permits, maintenance contracts, reports, and as-built documents – stored centrally and always up to date.

Whether it's a small repair or a major renovation, PLANFRED Tasks lets you assign, comment, and track all actions internally or with external partners. Transparent task distribution ensures all parties stay informed.

Your benefits with PLANFRED in facility management:

• Structured management per building

• Up-to-date access to all documents

• Task tracking with clear history

• Legally sound documentation of maintenance

With PLANFRED, your real estate management becomes structured and transparent – ensuring smooth building operations throughout the entire lifecycle.

With PLANFRED PhotoLog, you can thoroughly and securely document site conditions, workflows, details, and states – whether on large projects, renovations, or smaller builds.

Photos can be taken or uploaded on site and linked to location data – either graphically on the plan or via structured categories. Notes and tags help organize the content.

All images can be arranged in albums. The powerful filter system allows targeted searches by creator, time, position, or topic – traceable even years later.

Benefits:

• Legally sound, chronologically documented photo evidence

• Accurate geolocation via plan or construction zones

• Centralized storage in the project

• Immediate access for all authorized users

With PLANFRED FotoDok, you ensure all relevant site conditions and events are reliably documented – a solid foundation for future verification, coordination, or legal protection.

Archive independently – anytime, completely

Project owners and admins can download a complete backup of their project at any time.

The backup includes all project data and can be opened offline within the familiar PLANFRED interface – with all features like filters and list views fully retained. Your data remains accessible and secure long-term.

With PLANFRED, you can generate clear, print-ready reports with just a few clicks – ideal for handovers, site meetings, or internal documentation.

Powerful filters let you compile targeted content like deficiency reports, task lists, or photo documentation based on role, status, timeframe, or location. Reports can be printed as PDFs or shared digitally.

Typical use cases:

• Deficiency overviews for contractors

• Task logs for weekly site meetings

• Photo reports for documentation or proof of progress

With PLANFRED, you generate professional project reports instantly and effortlessly.

Direct, documented, client-friendly

Special client requests can be managed transparently and efficiently using PLANFRED Tasks – directly within the project, without media disruptions.

Once a special request is received, it’s logged as a task, assigned to the responsible party with details (description, deadline, priority), and forwarded to planners, contractors, or suppliers. The client can be actively involved via the task’s comment section to approve or clarify requests.

Every step is traceable:

• Who requested what and when?

• What was decided?

• When and how was it implemented?

With the integrated status system and central documentation, everyone stays updated – no email clutter, no duplicate coordination.

Benefits:

• Clear responsibilities and structured processes

• Transparent communication within the task
  Client involvement when needed

• Legally sound documentation of all requests

With PLANFRED, special requests are handled more efficiently, transparently, and with greater customer satisfaction – ensuring smoother project execution.

Direct, documented, and efficient

PLANFRED allows seamless integration of your plot service into your digital plan distribution – by simply adding the provider as an external participant without project access. Plans and documents are sent directly from the project to the print service – no downloads, emails, or data loss.

How it works:

• Add the plot service as an external participant

• Send plans as usual – PLANFRED automatically sends the latest version

• Receipt by the print provider is legally documented

• Use predefined message templates for recurring orders like weekly plot sets

Benefits:

• No manual forwarding of files

• Always the latest plan version for printing

• Legally documented dispatch and receipt

• Fewer errors thanks to clear documentation

• Time saved through reusable text templates

• Easy integration without extra tools

With PLANFRED, working with plot providers becomes faster, safer, and fully documented – modern plan distribution that keeps up with construction workflows.

Complete, traceable, locally archived

At the end of a construction project, having complete and current as-built documentation is essential – for handover to clients and facility managers, as well as for future maintenance or renovations.

PLANFRED ensures that all relevant documents are available in their final versions.
With just a few clicks, all as-built documents – plans, reports, approvals, logs, photo documentation, and more – can be filtered and downloaded or archived as a complete local backup.

Your benefits with PLANFRED for as-built documentation:

• Full data export with final document versions

• Legally sound documentation of project development

• Local backup of the entire project history

• Clear records of who approved or changed what and when

• Ideal basis for future maintenance or expansions

With PLANFRED, you deliver a fully documented project archive that clients, facility managers, or contractors can rely on.

PLANFRED enables seamless and documented exchange of BIM data and IFC models – regardless of file size or format.

PLANFRED imposes no limits on size or format, so even large IFC models and associated files can be sent uncompressed to project stakeholders. The targeted delivery is logged automatically – including time of dispatch and receipt.

PLANFRED supports efficient, secure, and fully documented BIM data exchange – laying the groundwork for model-based collaboration across all project phases.

Visual, documented, fully traceable

With PLANFRED PhotoLog, your construction (daily) log can be maintained directly on site – structured, digital, and image-supported. Each day on site can be fully recorded with photos, notes, and exact location references.

Upload a weather screenshot for daily conditions. Use notes to document all relevant info – present companies, incidents, progress, or interruptions – all clearly categorized, searchable, and traceable.

Since all entries are stored centrally in the project, they remain fully documented and legally archived – ideal for clients, managers, or public authorities.

Benefits of the digital construction log with PhotoLog:

• Combined visual and textual documentation in one system

• Precise location and automatic timestamping

• Weather data entered via screenshot

• Central overview of progress and daily events

• Instant access for authorized project members

• Permissions: admins see everything, participants see only their entries

• PDF print with filter options for specific days