Overview
Use the tickets plan view to see where tickets are located on the plan.
Also read about Plans and Tickets.
Access & Permissions
You need an in-house user with the user permission 'Tickets & Project Reports'. Read more in Permissions.
Subcontractors and watchers always have access. Read more in User Types.
How to access Tickets Plan View
- Click Tickets
- Open the Project menu
- Click on a layer e.g. Ground Floor
The Plan view is not available while All layers is selected.
- In the View drop-down select Plan
Read more about the Tickets Toolbar, which is shared by the plan view, list view and calendar view.
- Tap Tickets in the main menu
- Select a layer e.g. Ground Floor
The Plan view is not available while All layers is selected. - Tap Plan
Tickets Plan View
In the toolbar you select the project, layer, form, and filter to define which tickets are displayed in the tickets plan view.
Read more in View Tickets of a Project, Layer or Form in the Webapp.
If your active layer has a BIM model instead of a 2D plan, then the plan view is replaced by the BIM viewer.
Read more in BIM Viewer.
Show/Hide Ticket List
The ticket list is shown by default. To hide it:
- Click the arrow button
To show the ticket list:
- Click the arrow button
Selecting a layer works the same for plan view and list view.
Read more in View Tickets of a Layer in the Mobile App
If your active layer has a BIM model instead of a 2D plan, then the plan view gets replaced by the BIM viewer.
Read more in BIM Viewer.
Open a Ticket
Open a ticket to view it's details or edit it:
- Click on the ticket in the ticket list to automatically show the ticket pin on the plan and open the ticket preview.
- OR click on the ticket pin on the plan to open the ticket preview.
- Click Open to view all details of the ticket.
- Tap on a ticket pin
- Tap on the ticket ID / title
Read more in View & Edit a Ticket.
Navigate through the Plan
Panning
To move the displayed part of the plan:
- Use drag & drop
- Use one-finger drag
Zooming
There are different ways to zoom in and out on the plan:
- Use your mouse wheel anywhere on the plan
- Click the + or - buttons
- Click the zoom to fit screen button to view the whole plan at once:
Full-screen mode
To open the plan in full screen in the Webapp:
- Click Toggle full screen mode button
To exit full screen:
- Click Toggle full screen mode button
- OR press Esc on your keyboard
- Pinch two fingers to zoom in
- Spread two fingers to zoom out
- Tap the magnifying glass to zoom out until the whole plan is visible
- On iOS: Tap the pin button to zoom in on the selected ticket pin
Plan Versions
It is possible to upload new versions of a plan. The latest version is always displayed as the current version.
If a layer has only one plan version, the plan version button is disabled.
To view all versions of a plan:
- Click View versions
- Select a plan version in the drop-down.
-
Optional: Select the Show tickets checkbox to show the ticket pins on the plan.
- Tap Plan versions
- Tap on the plan version e.g. Ground_Floor.pdf
-
Optional: Tap the pin button to show/hide ticket pins
- Tap Plan versions
- Tap on the plan version e.g. Ground_Floor.pdf
-
Optional: Tap the pin button to hide/show ticket pins
You can Create, Review & Manage Plan Approval Requests in Document Management to manage updating new plan versions.
Compare Plan Versions
Compare plan versions to highlight the differences between versions.
Read more in View & Compare Plan Versions.
Download Plan
Download a plan as PDF file with or without ticket pins.
Read more in Download Plan with Ticket Pins.
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