Manage Plans & Folders in the Webapp

Overview

The Plans section is where a project's drawings live. Folders give the project its structure — one per building, block or floor — and each folder holds as many plans and BIM models as you need.

This article covers organising, finding and managing plans and folders in the webapp. Uploading, updating and approving plans each have their own article.

Access & Permissions

How to Access Plans

To open the plans of a project:

1. Click Plans in the main menu.
2. Select the project in the project drop-down.

Organise Plans in Folders

The folder tree stays visible on the left while you work. Click a folder to show its contents on the right; the toolbar above the contents applies to the folder you selected.

To create a folder:

1. Select the folder you want to create it in.
2. Click Add new item.
3. Click New folder.
4. Type the folder name.
5. Click Create.

To show or hide the subfolders of a folder, click the arrow next to it. To do it for the whole tree at once, open the More menu above the tree and click Expand all or Collapse all.

To move a folder or a plan somewhere else in the tree, drag it by its handle and drop it on the folder it belongs in. Any tickets on the item travel with it.

To put the tree in alphabetical order:

1. Open the More menu above the tree.
2. Click Sort ascending (0-9, A-Z) or Sort descending (Z-A,9-0).
3. Confirm the dialog.

Find a Plan

The tree has its own search. Type at least three characters into it and the results appear as you type, from anywhere in the project — each result shows the folder path it sits in, so you can tell two plans with similar names apart. Click x to leave the search and see the full tree again.

In the plan list you can also click a column header to sort by it. Clicking it again sorts the other way, and a third click returns the list to the manual order the items were dragged into. Names with numbers sort in number order — Level 2 comes before Level 10.

To sort the list and the grid by the order you dragged items into in the tree:

1. Open the More menu above the list.
2. Under Sort by, click Manual order.

Manual order is the default until you choose another sort order. PlanRadar remembers your choice.

Filter Plans

Filters narrow the plan list down to the plans you need — for example all plans that wait for approval, or all plans created last week.

To filter plans:

1. Select the folder you want to filter.
2. Click the filter icon in the toolbar.
3. Click a filter, for example Status.
4. Select the values you are looking for.

Type, Status and Approval state are always shown. To filter by something else, click Add and select Scale calibrated, North calibrated, Created on, Created by, Has markups, Last modified on or Last modified by. If you set several filters, only the plans that match all of them are shown.

While a filter is set, the filter icon is highlighted and the first chip in the bar shows where PlanRadar searches:

• + subfolders — the selected folder and all folders inside it (default)
• Only — the selected folder only
• All folders — the whole project

The results are shown as one list without folders. When they come from several folders, each plan shows the folder it sits in. Click Clear to remove all filters.

PlanRadar remembers your filters for the project, also when you come back later.

Go to the Next or Previous Plan

When a plan is open in the full-screen plan viewer, you can page through the plans of its folder without closing it. Click ‹ or › next to the plan name, or press the left or right arrow key.

The viewer follows the order of the plan list and skips folders. If the plan details are open, they switch to the next plan too.

Manage Plans and Folders

Open the More menu on a plan or folder for everything you can do with it:

• Open in new tab
• Move
• Mark as favourite
• Tickets plan viewer
• Details
• Rename
• Calibrate scale
• Calibrate north
• Download
• Upload new version
• Versions
• Delete

A folder has the entries that apply to it, plus Activity. The same actions are available for the folder you are currently in from the breadcrumb above the list.

Move a Plan or Folder

Besides dragging items in the tree, you can move them through a dialog.

To move an item:

1. Open the More menu on the item.
2. Click Move.
3. Select the folder it should go to.
4. Click Move here.

Tickets and attribute values stay on the plan or folder you moved, so nothing is lost.

Rename a Plan or Folder

To rename an item:

1. Open the More menu on the item.
2. Click Rename.
3. Type the new name.
4. Click Rename.

Plan names carry no file extension, and two items may have the same name — the original filename and the version number still tell them apart. Plan names may contain characters such as / : ? *. When you download plans as a ZIP file, these characters are replaced with _ in the file names.

Mark a Plan as Favourite

Favourites give you a flat list of the plans you work on most, without navigating the tree. They are yours alone and apply to one project.

To add a plan to your favourites:

1. Open the More menu on the plan.
2. Click Mark as favourite.

Or click the star next to the plan. It then appears under Favourites in the sidebar.

To take a plan out of your favourites:

1. Open the More menu on the plan.
2. Click Remove from favourites.

Or click the star a second time.

Download a Plan or Folder

To download an item:

1. Open the More menu on the item.
2. Click Download.

For a plan you get the original file it was uploaded from. For a folder you get a ZIP file with the current version of everything inside it.

Delete a Plan or Folder

To delete an item:

1. Open the More menu on the item.
2. Click Delete.
3. Click Delete to confirm.

Work With Several Items at Once

To act on more than one plan or folder:

1. Select the checkbox of each item you want, or click Select all.
2. Click Bulk actions.
3. Click Download, Request approval, Move or Delete.

To select many items faster, select the first one, then hold Shift and click the last one — everything in between is selected too. Hold Ctrl (Windows) or Cmd (Mac) and click an item to add it to the selection or take it out. This works in the list and in the grid.

Working With the Plan List

The contents of a folder are shown as a list by default. Click the view toggle in the toolbar for cards with plan thumbnails instead. Your choice is remembered across all your projects.

Under Show folders in the More menu you can keep folders On top of the list, or Mixed with files so everything sorts together.

The list has a column for Name, Version, Status, Approval State, Last modified on and by, Created on and by, Scale calibrated and North calibrated. If your project uses attributes, each attribute has a column too. Click the gear icon above the list to show and hide columns, drag them into the order you want, and resize them. PlanRadar remembers your columns for the next time.

Plans also carry their state, in the Status column of the list and as an icon in the tree. An error icon also shows on the folders above the plan, so you can find it in a large tree.

Read more in Plans & Folders.

Plan Quota

If your account has a plan limit, the toolbar above the plan list counts your plans against it, for example 3/50 plans, with a bar that turns red when the limit is reached. The count is account-wide, not per project, and every version of a plan counts. It updates when a plan has finished processing or is deleted. Accounts without a plan limit show no counter.

When the limit is reached, only New folder stays available — the other Add new item entries are greyed out with the tooltip Plan limit reached and dragging files in is disabled — until you delete plans or old versions. BIM models have a limit of their own: reaching one does not block the other, and an IFC file dropped into the uploader at the BIM limit is refused with BIM model limit reached.