Organize your project
in just a few steps
Guides and Tips for Project Administrators and Participants.
Administrators and Owners
Basic Functions
Plans and Documents
Tasks
Special Functions
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.
Hint
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.
Hint
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 do not need to register and use PLANFRED free of charge! PLANFRED sends invitation e-mails when participants are created. In addition, the participants receive a link to the instructions: www.planfred.com/en/manual
Click on Create new participant
Enter e-mail address
Select permission: Project participant, Project administrator or Participant without login
Optional Permission to approve plans
Recommendation: Upload notifications for plans & documents Daily (each participant can switch off his Upload Alert himself)
Select the role or enter it in the "New role" field and click on +
Enter last name, first name and company
Enter optional contact information (phone number, address, note)
Optional personalized message
invite and create new participant
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Participants that have already been created can be imported to other projects: Create new participant and Import participant from a different project.
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Right-click on a participant in the list to access the following functions: Export contact, Edit permission, Grant or Revoke permission to approve plans, Upload notifier (Hourly, Daily, Off), Delete participant.
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In the participant detail view (click on Participant) under edit permission (top right), a Project participant can subsequently be made a Project administrator or their project access can be withdrawn.
Project participants can only log in to projects to which they have been invited with their PLANFRED access data. With their project login, participants are authorised 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 only has read access to plans and documents of other roles. In 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.
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 access to the project). An administrator is authorised to invite, delete and edit the permissions of other participants. Furthermore, an administrator has access to "Settings & Backup" and to all documents with restricted access permission. An administrator is authorised to edit and update the plans and documents of all roles in the project. Only an administrator can 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 that of the author).
Participants without a login have no access to the project and are only available as recipients for the manual sending of plans and documents (download link via e-mail). In the participant detail view, the receipt can be checked (click on Participate - see activities below, e.g. "Download"). 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, for example, a surveyor's plan can be found under the role "Surveyor".
Recommendation: We recommend sending bid request 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 offer evaluations, contracts, etc. can be managed without access permission). Plot orders are also processed by sending plans manually to participants without login, whereby the order data is entered via text message.
As soon as there is at least one participant with a permission to approve plans in the project, the plan review system is active. Now, when uploading a plan, it can be selected whether the plan should be reviewed, by whom and by when.
The review of documents can always be requested by all participants.
If a participant is deleted or project access is revoked (right-click on participant and select Delete participant or Edit permission), all download links in upload messages that have already been sent are deactivated. In the case of deleted participants, download links in dispatch e-mails are also deactivated. Deleted participants and participants without login no longer have access to the project. Deleted participants are moved to the recycle bin (activities can still be accessed in the recycle bin. 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 in the invitation e-mail and choose your desired password in the following step.
You can now always log in with your e-mail address and password at: app.planfred.com
With your PLANFRED credentials you have access to all the projects you have been invited to. Under Projects (top centre) you can switch between projects.
Hint
The password can be requested again at any time during login. Change the password in the User account (top right).
PLANFRED sends automatic notifications for new uploads of plans and documents, provided that the "Upload Alert - Plans & Documents" is activated in the project. In the Email Notifier (top right) of the respective project, a participant can activate and deactivate the "Upload Alert - Plans & Documents" himself. If Daily is selected, PLANFRED sends a collective e-mail of all new uploads of the last 24 hours at midnight.
Furthermore, individual project settings for the following notifications from PLANFRED are possible in the Email Notifier:
Report - Plan & Document Reviews
Report - Tasks
Reminder for Due Dates
Weekly reminder
The best overview of new uploads in the project is obtained by sorting the list views according to the last upload.
Activate filter Show all (top left)
Click on Last upload (right in list header)
Filter by "Roles/Plan creator/Author" and "Plan or Document folder"
Preview by right-clicking on plan or document and selecting Open PDF
Download multiple plans or documents by clicking on Download (blue button above list on the right)
Hint
The list can be sorted according to all criteria in the black list header.
ATTENTION: 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! Obsolete indices can be called up in the plan detail view (click on the plan, then under "Index history").
Click on Upload New Plan
Select PRINT FILE (pdf, ...) from local file system or from Clipboard
Select CAD FILE (dwg, ...) from local file system or from Clipboard
File name is automatically transferred to the plan number field
Edit plan number/code: Remove index and date and enter in the "Index" field (the number remains unchanged in case of updates)
Select Plan folder
Enter Plan description in the "Plan content" field (search accesses terms)
Optionally assign tags (filter): Click on „EDIT“, select or create tag (Enter in field "New tag" and click on +) and „save“
Optionally write an Index note
Optionally require a review
Click on save and upload new plan
NOTE: All file formats can be uploaded, including zip packages (e.g. as-built plans). PLANFRED does not prescribe any plan coding. Each participant can create plans with their own coding system.
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Plan number/content, plan creator, plan folder, etc. can be changed subsequently: Right-click on the plan in the list view, select the desired option in the pop-up window, make the change and save it.
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If, for example, the plan folder is to be changed for several plans: Click on Edit (blue button on the right above the list), select plans by means of a checkbox, click on the Edit button at the bottom, activate the plan property Plan folder, select the desired plan folder and click on Update x Plans.
ATTENTION: A plan that has already been uploaded must be updated! Outdated indices are available in the plan detail view (click on the respective plan).
Click on Upload Revised Plan
Select the plan to be updated
Select PRINT FILE (pdf, ...) from local file system or from Clipboard
Select CAD FILE (dwg, ...) from local file system or from Clipboard
Enter index
Optionally write an Index note
Optionally require a review
Click on Save index and return to list
Select the next plan to be updated ...
Hint
With Right-click you can open and upload a revised plan in a new window (tab). Any number of windows (tabs) can be opened in parallel.
ATTENTION: Each document is created only once and must then be updated. Documents must not be created more than once so that the last status remains unique! Obsolete versions can be called up in the document detail view (click on the document, then under "Version history").
Click on Upload New Document
Select FILE from local file system or from Clipboard
File name is automatically transferred to the document number field
Edit document number: Remove version and date and enter in the "Version" field (the number remains unchanged in case of updates)
Optionally restrict access: click on EDIT Access permission, select Restricted, select participants and save
Select Document folder
Enter description in the "Document content" field (search accesses terms)
Optionally assign tags (filter): Click on „EDIT“, select or create tag (Enter in field "New tag" and click on +) and „save“
Optionally write Version note
Optionally require a review
Click on save and upload new document
NOTE: All file formats can be uploaded, including zip packages (e.g. photos). PLANFRED does not prescribe any document coding. Each participant can create documents with their own coding system.
Hint
Number/content, author, access permission etc. can be changed subsequently: Right-click on document in list view, select the desired option in the pop-up window, make change and save it.
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If, for example, the tags of several documents are to be changed: Click on Edit (blue button on the right above the list), select the documents using the checkbox, click on the Edit button at the bottom, activate the document property Tag, select the tags and click on Update x Documents.
ATTENTION: A document that has already been uploaded must be updated! Outdated versions are available in the document detail view (click on the respective document).
Click on Upload Revised Document
Select the document to be updated
Select FILE from local file system or from Clipboard
Enter version (or date e.g. "200930")
Optionally write a Version note
Optionally require a review
Click on Save version and return to the list
Select the next document to be updated ...
Hint
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 functions that make uploading of multiple plans for the first time much easier. The use of the clipboard ensures that no plans are overlooked and the possibility to use settings from the latest plan saves time. When uploading revised plans and documents, it also makes sense to load all files to the clipboard first, as this ensures that no documents are forgotten.
Click on My clipboard (top centre)
Load all CAD and/or print files of the new plans to be uploaded into the clipboard: either click on Select files or simply drag them from your own system 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 Upload 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 edit Plan number
Select Plan folder
Enter Plan content and assign Tags if necessary
optionally write an Index note and/or require a review
Click on save and upload new plan
Click on Use settings from latest plan
The selection of settings to be applied can be edited (click on the checkmarks)
Update and save the plan as described above
This process is repeated until no more plans are available for selection in the pop-up window of the clipboard - the list is thus cleared. Click on My clipboard (next to "Settings & Backup") to see that all files in the clipboard have the status "assigned".
ATTENTION: Each plan is uploaded only once and must be updated when changes are made. Plans must not be uploaded more than once so that the last status remains unique!
Hint
The files in the clipboard can be sorted e.g. by file name (click on File name in the list header).
Click on Download (blue button above list on the right)
Filter by Role/Creator, Plan or Document folder, Tags (or enter in search field)
Select plans or documents by checkbox (select all by top checkbox)
Click on the Download button (at the bottom)
Select folder structure (recommendation: Folder/Original)
Click on Download files
Hint
Plans and documents can be sorted by all criteria in the black list header. Preview by right-clicking on a plan or document and selecting Open PDF.
Click on Send (blue button on the right above the list)
Filter by Role/Creator, Plan or Document folder, Tags (or enter in search field)
Select plans or documents by checkbox (select all by top checkbox)
Click on the Send button (at the bottom)
Select recipients or
Optionally add further recipients: Click on + Add recipient, enter details and click on add
Write message
Optionally create signature template
Optional for plans "Send PRINT files only"
Click on send
Hint
Save recipient selection as personal recipient group: Click above on + Create recipient group, enter name and click on save.
Hint
Save message as personal template: Select parts or all of the text, click on + Create, enter the name of the textblock and save.
PLANFRED Tasks is used in defect management, to distribute tasks or to clarify open questions. All activities and the entire message history are fully documented.
Published tasks are visible to:
the creator and all participants with the same role
the assignee and all participants with the same role Project
owners and project administrators
Draft tasks are only visible to the respective creator.
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A participant sees all tasks that relate to their own role and can also edit them: e.g. mark as completed if the colleague responsible is on sick leave.
New tasks can be created both on the smartphone and with the desktop version in any browser.
The following functions are available in the smartphone app without an internet connection
Save task as draft
Filter and open tasks
The smartphone app is available for Android (Download from Google Play Store) and iOS (Download in App Store). After installation, you can log in as in the desktop version by entering your PLANFRED access data.
Settings & Backup (top right in the respective project)
TASK CATEGORIES and TAGS: rename, remove (click on x) and add (write the name in the input field and click on ‘+’). The list of task categories can be organised as desired (click on the dot symbol and move), tags are sorted alphabetically.
Add location plan:
Click on Create location plan
Upload plan (PDF, JPG, JPEG, PNG, WEBP) from local file system or clipboard
Enter title
Deactivate "Can be selected on editing location" if necessary
Select task location categories
save
Task location:
Each of the 4 location categories can be renamed and activated/deactivated. The order can be changed by clicking on <x>.
The terms within an activated category can be defined individually. When creating new tasks, only activated categories are available for selection.
Click on + New task
Enter task title
Define Assignee, Category, Due date and Tags
Add description
Upload attachments:
Smartphone app: Take photos directly and start image editing if necessary (mark, comment, crop, ...) and/or upload file
Browser version: Upload files from local file system or clipboard, edit photos if necessary
Add location:
Select location plan (new plans can be added in the browser version under "Settings & Backup")
Click on + New pin, set pin, confirm, set additional pin or change pin if necessary, select location categories and save
Now Publish immediately or Save draft
After publication, changes can be made by any participant with the role of creator and all project administrators.
If, for example, a defect is relevant for several trades, the task in question can be duplicated and thus assigned to another responsible person.
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Various editing options can be selected in the right-click menu (right-click on a task in the list) to make changes quickly.
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The dictation function of the smartphone can also be used to enter text (e.g. description of a task).
Each task is marked in colour depending on its status: New Task (light blue), Task in Progress (dark blue), Task in Clarification (yellow) or Completed (green).
A status change can be made by any participant who sees the task.
After publication, a task automatically has the status ‘New Task’.
As soon as an exchange of messages and/or files takes place via the chat function, the status and thus the colour marking changes: for annotations to ‘Task In progress’ and for consultation to ‘Task In clarification’.
Once an issue has been resolved or an open task has been completed, the status of the respective task is changed to ‘Completed’. Photos or comments can be added.
During task location, one or more pins are pinned to a previously uploaded plan in order to be able to clearly localise the task.
If, for example, a defect occurs at several locations on the same location plan, several pins can also be assigned to the corresponding task.
Click on Open location plan (on the left above the task list) and select the desired plan or click on X Tasks open in plan (if group by location plan is active)
Click on + New pin and position pin on plan
Then either + New task or assign the set pin to an Existing task
Hint
A new pin can also be set by ‘long pressing’ on the screen.
Hint
It is possible to add or change pins at any time: In the browser version, for example, right-click on the relevant task in the list view and select 'Edit location' from the menu.
Click on Group by location plan (above the task list)
Click on X Tasks open in plan or Open location plan (in App: map icon on top) and select plan
Click on a pin to display the corresponding task. Click on the arrow symbol to open a window with the task details where, for example, changes can be made.
Clicking on X of Y tasks (top left) lists all tasks in the location plan. This list display can be specified by setting filters.
The pins can be shown or hidden by clicking on the eye symbol
The integrated chat function enables direct communication between the task creator and the assignee. For example, questions can be asked, comments made or messages added to completed tasks:
Click in the New message field
Select Annotation, Consultation or Completed
Compose message (save as text module if necessary)
Add a photo and/or other files
Click on send
Hint
Messages for a task can be sent by any participant who has the same role as the person responsible.
Notifications about the publication of new tasks, changes, queries, etc. are sent hourly by e-mail to the assignee and the creator of the task. The prerequisite for this is that the corresponding Email notifier (Report - Tasks) is activated in the project.
Push notifications are also displayed on the smartphone if the app settings allow this.
Further notifications for tasks (e.g. reminder on due dates) can be switched on or off individually for each project in the Email notifier.
Hint
A task reminder can be sent as an email to the person responsible at any time: In the smartphone app, click on the three-dot menu (to the right of the title), select Send reminder, customise subject if necessary, compose message and Send
There are three types of tasks that can be found in different tabs: My Drafts, All Open Tasks and Completed
All tasks in a tab are clearly displayed in a list and can be sorted and filtered according to requirements.
The number of hits in the list view can be narrowed down by filtering according to different properties (Category, Assignee, etc.) and/or by entering search terms.
To remove all previously activated filters, click on the Show all button.
If tasks are open in the location plan, the list view can also be filtered here as required.
Hint
Quick filter in the smartphone app: My Tasks, Tasks from me and Clarification
With Group by location plan (above the list), the tasks are grouped according to the associated plans. This makes it easy to see how many tasks are assigned to a floor, for example.
Click on Print (on the right above the list in the browser version)
Filter and/or sort the list
Make settings for the print options ‘Group by’ and ‘Additional infos’
Click on Print and either print on paper or save as PDF in your own system
Every user (regardless of whether they are registered themselves or a participant) is authorised to create their own projects and is therefore the owner of all this data. As the project owner, he is the only person authorised to delete these projects. Access to his projects can never be withdrawn from him as the owner.
After 30 days, a project owner's user account becomes chargeable. Invoicing does not take place automatically, but only after a package has been ordered in the user account.
Hint
We recommend using a non-personalised e-mail address for the project owner's user account (subject to payment). All projects are created with the login of this user account - so this e-mail address is in possession of all data. The respective project leader is invited as a participant with administrator rights and manages the project from now on.
Project administrators have almost the same rights in the project as the project owner. However, they cannot delete the project and cannot withdraw project access from the owner. An administrator is authorised to create and delete other participants and to edit their permissions. Furthermore, an administrator has access to "Settings & Backup" and to all documents with restricted permission. An administrator can edit or update all plans and documents of other roles and can also upload data on behalf of other roles by changing the creator/author (this means that the plans and documents are not stored under their own role but under that of the creator/author).
Project participants can only use their PLANFRED access data to log in to projects to which they have been invited. With their project login, participants are authorised to download all project data and upload their plans and documents, whereby these are automatically stored under the assigned role. Each participant can only update or edit data for their own role. A participant only has read-only rights to plans and documents of other roles. For a team of several structural engineers, for example, it is therefore important that they are assigned the same role when the project is invited.
Participants without login do not have access to the project. They are only available as recipients for the manual dispatch of plans and documents. A download link is sent via e-mail. Both receiving and download can be checked in the "Activities Log" tab (click on + Filter "Participant/Role", activate the desired category, select the participant and click on Show). No project invitation e-mails and upload messages are sent to participants without login. However, participants without login can be listed as creators/authors so that, for example, a surveyor plan can be found under the role "Surveyor".
Hint
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 tender reviews, contracts, etc. can be managed without access permissions. Plot orders are also processed by manually sending plans to participants without login, whereby the order data is entered via text message. In the "Download" activity category, you can check whether the plans or documents have been downloaded.
As soon as there is at least one participant with permission to approve plans in the project, the review system for plans is activated. When uploading a plan, it must be selected whether or not a review is required for this plan. If a plan review is required, the corresponding participants with permission to approve plans are activated in the list.
A participant is automatically informed by e-mail when a plan is waiting to be reviewed. The participant can now either send an index approval or save a comment (as text and/or file). Status updates are sent hourly by e-mail to the plan author and all participants with the same role.
The review system is always active for documents. A document review can be requested by all participants at any time.
If a participant is deleted (right-click on Participant and Delete participant), all download links in e-mails already received are deactivated. Furthermore, project access can be withdrawn from a participant by changing their permission to "Participant without login". Deleted project participants and participants without login no longer have project access. Deleted participants are moved to the recycle bin. All activities can still be called up in the recycle bin and participants can be restored at any time.
Project owners can easily transfer individual projects to participants. All rights (e.g. ownership of data, allocation of access rights) and obligations (e.g. payment obligation) are transferred to the new owner. The prerequisite for any project transfer is that the future owner address is a participant in the project and the account is provided with a plan selection.
The Test phase message appears if a user has created their own project but their account is not provided with a plan selection. With PLANFRED, all projects in an office should be owned by the user account that is liable to pay. With the "Project transfer" function, projects can be transferred to the assigned office user account at any time and continued seamlessly.
login of the project owner to the project to be transferred
create the future project owner (authorised office user account) as a 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 is automatically informed of the project transfer request by e-mail. Click on Apply and Accept Project in the e-mail to open PLANFRED in the browser, where the project can be accepted and the project transfer 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.
Hint
We recommend using a non-personalised e-mail address for the project owner's paid user account. All projects must be created via this user account - all data is therefore owned by this e-mail 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 the projects that are to be transferred (recommendation: name only "-" and role e.g. "account")
login with the future owner address, click on User account (top right), Plan selection (MINI, MIDI, MAXI or PRIME), select payment interval and enter billing address, logout
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
Hint
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, review request or task descriptions - textblocks support PLANFRED users when composing texts. These blocks can be created and edited individually for the following applications:
message when sending plans and documents
review request
index/version note when uploading new or revised plans/documents
note on approval
comment on the requested review
description of a task
composing messages within a task
personalized message to new project participant
type the message into the text field
select part or all of the text
click on + Create
enter the name of the text block in the pop-up window
edit text if required
click on save
Click on Textblocks and then click on the desired block in the list to insert the text into the message field.
Hint
Any number of stored textblocks can be combined to form a message.
NOTE: Textblocks that were created for the document upload, for example, are NOT available for selection when, for example, review requests are created. They only appear where they were created and saved.
This means that the settings (plan folders, roles and tags) do not have to be re-entered each time new projects are created.
when creating a new project, click on Apply project settings from another project
select the desired project from the list
changes to the project settings can be made at any time at a later date
Hint
Save projects as a template: Create a new project, adjust settings and save as “_TEMPLATE-XY”, for example.
In PLANFRED, individual documents can be assigned an access permission in order to restrict visibility to selected participants. Administrators always have access to all documents.
upload new document as usual
click on EDIT Access permission
click on Restricted
selection of participants
save
By right-clicking on a document and selecting Edit permission, access can be subsequently restricted or edited.
Hint
Save selection of participants as personal preselection: Expand "Participants selections" (click on the triangle on the far right), click on +Create participants selections, enter name and save
NOTE: In the Project backup, all documents with restricted access are always available. Therefore, we recommend managing sensitive documents such as cost tracking, contracts, invoice 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 (review requested), red (comments) and green (approved).
ATTENTION: A plan should only be approved and coloured green if all comments from the previous plan review have already been incorporated. It should also be recognisable from the index that the plan has been approved (no preliminary draft).
The review of plans can only be requested by participants with a permission to approve plans. These are marked with a tick in the list of participants.
Right-click on a participant and select Grant permission to approve plans or Revoke permission to approve plans
Hint
The review of documents can always be requested by all participants.
Each participant can request a review when uploading a new or revised plan.
selection at the bottom This index requires a review of
select the participants who should review the plan
optionally add review date and text message
click on save
the reviewers are automatically notified by hourly collective e-mails
ATTENTION: During the first test run of a plan that has not yet been approved, the preliminary draft status should be recognisable from the index (e.g. "prelim"). The reviewers then add their comments (file and text) to the plan - the original plan remains unchanged.
Hint
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.
Right-click 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 APPROVAL or COMMENT
with APPROVAL write text message and Send index approval
for COMMENT add file and/or text message and Save comment
the plan authors (entire role) are automatically notified by hourly collective e-mails
Hint
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 Upload Revised 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
Hint
Every Monday, a weekly report of all plan and document reviews is automatically sent. Each participant can set in the project in the Email Notifier (top right) which automatic notifications are to be sent.
The right-click menu can be used to make changes directly in the list without having to open the detailed view.
filter the plans or documents to be edited in the list view
sort by e.g. plan number by clicking on Number/Code in the heading line
click on a plan with the right mouse button
Select the desired activity:
Download PDF or DWG
Update plan, open in new window …
Edit number/content
Edit plan creator
Edit plan folder
Edit tags
Add or Edit review
make changes
save
With PLANFRED, all project participants always have access to the entire set of plans. However, individual documents can be assigned an access permission. Higher-level access permission is granted via different projects. Administrators can import all relevant plans and documents from another project with just 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.
ATTENTION: Before the first import of plans, for example, make sure that the plan numbers do not contain an index or date. PLANFRED compares the plan numbers of both projects (including those in the recycle bin) during the transfer process and existing plans in the target project are updated if necessary (e.g. with a new index).
+ New project e.g. execution project and Apply project settings from another project e.g. from the approval project
in the execution project, click on Import Plans from a different project (button next to "Upload New Plan" - only visible to administrators) and select the project from which the plans are to be imported
filter plans and select using the checkbox
click on Next step at the bottom
select import settings (only when importing approved plans and documents)
click on Import x plans
Import documents from another project in the same way.
Hint
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.
Hint
Participants can also be imported from a different project. You can set them to be imported as "participants without login". Subsequent invitation: Right-click on participant in the list, select Edit permission, enter contact details first if necessary, assign role and click on EDIT PERMISSION, select Project participant or administrator, optionally write message and save & invite to project
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 new coordination project and import the desired plans from the main project
edit plans in the coordination project as usual (request reviews, upload revised plans, etc.)
now import the plans to be published from the coordination project into the main project (target project)
check the list of existing plans in the target project and the associated indices selected for import and choose between the options Upload Revised Plan (update all below) or Create as new plan
click on Next step
select import settings and click on Import x plans
Hint
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 review 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 reviews of different plans can be changed simultaneously.
Several execution plans are to be moved to the installation drawings folder:
click on Edit next to “Upload Revised Plan” or “Upload 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
PLANFRED compares the plan files in the clipboard with the numbers/codes of plans that have already been uploaded. This allows the files to be automatically assigned to the respective plans and then updated. To do this, first fill the clipboard with the new plan files and then click on Automatically update plans.
The assignment works optimally if the plan files are always labelled the same, namely the fixed part at the front – the plan number/code and the variable part at the end – the index (or date - max. 6 characters).
110.105 03.17 DP-SKLD A.pdf (file name)
110.105 03.17 DP-SKLD (associated plan number)
Arch_Lp5_GR_EG_01.dwg (file name)
Arch_Lp5_GR_EG_ (associated plan number)
For plans that have already been uploaded (see "Plans" tab), the "Number/Code" field must not contain an index (or date), as the plan number must appear in full in the file name so that the assignment of the new plan files is unique.
Click on My clipboard (top centre)
Drag and drop plan files to the clipboard or click on Select files
Click on Assign files to plans …
Check the list under Clear Assignment
Select the plans to be updated using the checkbox on the left or Select all at the top
Enter the index in the field
Click on Update now
Hint
Plan Reviews can be added subsequently using "Edit" (see below).
The plan must be uploaded anew
The file is a document
The "Number/Code" field contains an index or date - the field must be edited: Right-click on plan, select Edit number/content, delete index or date and save
As soon as all files in the clipboard are marked as assigned (visible to everyone in the project) with a green tick, the clipboard can be emptied: Click on x (top right) and click on empty current list
In the Plans tab, filter the desired plans and sort the list by Last upload
Click on Edit (blue button on the right above the list)
Select plans using the checkbox
Click on Edit at the bottom
Select Review
Selection below This index requires a review of
Select reviewers, optionally add Review date and Review request
Click on Update x plans
The reviewers are automatically notified by hourly collective e-mails.