Quick instructions for participants

Version 20-02

Create password/login

Your free Planfred user account was created with the first project invitation. You don’t need to register again! Click Create password now in the invitation e-mail and enter your desired password in the next step.

You may now log in with your e-mail address and your password at any time at: app.planfred.com

Use your Planfred access data to access all projects that you have been invited to. In Projects (in top-centre), you may switch between projects.

TIP: The password may be reset again at any time when logging in. Change the password in the user account (top right).

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Login button on www.planfred.com at the top right
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Login page: app.planfred.com

Upload notifier

In case new plans and documents are uploaded, Planfred automatically sends messages, provided upload notifier is activated for the project.

A project participant can turn their upload alerts on or off themselves in the respective project (orange field in top-right). If daily is selected, Planfred will send a group e-mail at midnight including all new uploads over the last 24 hours.

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Sort plans or documents according to most recent upload

Sorting the list view according to the most recent upload provides the best overview of new uploads in the project.

Plans or documents tabs
  • Activate filter Display all (top-left)
  • Click Last upload (on right in the list header)
  • Filter according to “Role/author” and “Plan or document folder”
  • Preview by right clicking on a plan or document and select Open PDF
  • Download multiple plans by clicking Download plans or Download documents (blue button to the right above the list)

TIP: The list may be sorted according to all criteria in the black list header bar.

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Create a new plan – upload plan for first time

ATTENTION: Each plan is only added once and is then updated. Plans may not be added multiple times, which means the most recent version remains clear! Reworked indexes can be accessed in the plans detailed view (click the plan).

Plans tab
  • Click Create new plan
  • Select a print file (pdf, etc.) from the file system or clipboard
  • Select a CAD file (dwg, etc.) from the file system or clipboard
  • The file name is added automatically to the plan number field
  • Edit plan number: Remove the index and date and enter this into the “Index” field (the number remains unchanged in case of updates)
  • Enter the description into the “Plan content” field (searching utilises terms)
  • Select a plan folder
  • Select optional tags or create tag (enter into “New tag” field and click +)
  • Write optional comment
  • Request optional approval
  • Click Save + add another one

TIP: All file formats may be uploaded, including Zip packages (e.g. As-built plans). Planfred does not specify plan encoding. Each participant can add plans with their own encoding system.

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Update plan – the plan was already created

ATTENTION: A previously uploaded plan needs to be updated! Reworked indexes can be accessed in the plans detailed view (click the respective plan).

Plans tab
  • Click Update plan
  • Select the plan to be updated
  • Select a print file (pdf, etc.) from the file system or clipboard
  • Select a CAD file (dwg, …) from the file system or clipboard
  • Enter index
  • Write optional comment
  • Request optional approval
  • Click Save index and return to list
  • Select the next document to be updated …

TIP: right click with the mouse to open and update a plan in a new window (tab). You can open any number of windows (tabs) parallel to each other.

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Create a new document – upload a document for the first time

ATTENTION: Each document is only added once and is then updated. Documents may not be added multiple times, which means the most recent version remains clear! Reworked versions can be accessed in the documents detailed view (click the document).

Documents tab
  • Click Create new document
  • Select a file from the file system or clipboard
  • The file name is added automatically to the document number field
  • Edit document number: Remove the version and enter this into the “Version” field (the number remains unchanged in case of updates)
  • Enter the description into the “Document content” field (searching utilises terms)
  • Limit optional access ONLY ACCESSIBLE BY
  • Select document folder
  • Select optional tags or create tag (enter into “New tag” field and click +)
  • Write optional comment
  • Request optional approval
  • Click Save + add another one

TIP: All file formats may be uploaded, including Zip packages (e.g. photos). Planfred does not specify document encoding. Each participant can add documents with their own encoding system.

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Update document – the document was already created

ATTENTION: A previously uploaded document needs to be updated! Reworked versions can be accessed in the documents detailed view (click the respective document).

Documents tab
  • Click Update document
  • Select the document to be updated
  • Select a file from the file system or clipboard
  • Enter the version (or date e.g. “200930”)
  • Write optional comment
  • Request optional approval
  • Click Save version and return to list
  • select the next document to be updated …

TIP: right click with the mouse to open and update a document in a new window (tab). You can open any number of windows (tabs) parallel to each other.

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Clipboard – improved overview while uploading multiple plans and documents

The clipboard makes it much easier to create multiple plans and documents. When assigning files from the clipboard, the list view shows exactly which files have already been used (green) and which still need to be assigned (red - not yet visible in the project).

  • Click My clipboard (top-right)
  • Drag all files to upload or Select files
  • Close clipboard (continues loading in the background)
  • Click Create new plan, Update plan, Add new document or Update document
  • Next, choose files with select from clipboard
  • Edit number when creating a new one, enter when updating index/version …
  • Once all files have been assigned, open the clipboard and empty (click x)

TIP: The clipboard may be sorted according to the file name (click the file name in the list header).

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Download multiple plans or documents

Plans or documents tab
  • Click Download plans or Download documents (blue button on right above list)
  • Filter by role/author, plan or document folder, tags (or entry into the search field)
  • Select the plans or documents using the check box (select all using the top check box)
  • Click Download plans or Download documents
  • Select folder structure (recommendation: Folder/Original)
  • Click Download files

TIP: Plans and documents may be sorted according to all criteria in the black list header bar.

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Send multiple plans or documents

Plans or documents tabs
  • Click Send plans or Send documents (blue button to the right above the list)
  • Filter by role/author, plan or document folder, tags (or entry into the search field)
  • Select the plans or documents using the check box (select all using the top check box)
  • Click Send plans to or Send documents to
  • Select the recipient
  • Add optional additional recipients (enter e-mail address and click +)
  • Save optional recipient selection as a group (enter name and click +)
  • Write message
  • Create optional signature template
  • Optional for plans “Send print files only”
  • Click send
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