Request Approval for Plans

Overview

PlanRadar supports requesting approvals on new plan versions uploaded to a project, similar to document approvals. Approval requests for plan versions are created in Project > Plans & layers.

Plan approvals can be requested when:

• Creating one or more new plan layers
• Updating the plan of a layer

The account setting Enable plan versions is required for plan approvals.
To enable it go to Settings > Account > Account settings.

How to access Plans and Layers of a Project

Plan approval requests can be created when uploading plans in Plans and layers of a project. To get there:

1. Click Projects
2. Open the project in your list of projects
   
3. Click Plans and layers
   

Request Plan Approvals

As long as a new plan version has not been approved yet, all users still work with the current plan version. Once a new plan version is approved, it becomes the new current version.

Request Approval when Creating a New Plan Layer

1. Click Create layers
2. Select the Request approval checkbox
3. Click Choose plan file (or drag & drop it) - create as many plan layers you need
4. Click Save
   

5. Wait until your plan has been processed.

   The Request approval checkbox does not yet create the approval request. You will have to create the request once your plan has been processed successfully.

6. Now click Request approval
   
7. Continue as described in Request Approval for Documents > Fill and Send an Approval Request.

Request Approval for a Plan Update

You can update an existing plan with a new version. First, access Plans & layers of your project.

1. Select an existing layer
2. Click Update plan dropdown
3. Click Upload from my computer or from a cloud storage service
   
4. Select the Request approval checkbox
5. Click Save
   
    

6. Wait until your new plan version has been processed.

   The Request approval checkbox does not yet create the approval request. You will have to create the request once your plan has been processed successfully.

7. Click Request approval
8. Continue as described in Request Approval for Documents > Fill and Send an Approval Request.

After a plan approval request has been sent it has the status Pending and can be reviewed. All reviewers will get an email notification.

Cancel an Incomplete Plan Approval Request

If you uploaded a plan with the Request approval checkbox selected, after the plan is processed, you can choose to cancel the approval request. You have decide to either:

1. Click Cancel approval
   
2. Select Skip the approval process and keep the plan version OR Discard the plan version
3. Click Continue