Create, Review & Manage Plan Approval Requests

Overview

Plan approvals are part of the Document Management feature.

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
   
   

Now complete and send the approval request which is the same process as for document approvals:

1. Click Add reviewers
2. Optional: enter new subject
3. Optional: enter a message
4. Click the date icon and set a due date
5. Click Send 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 and continue with 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
   

Review a plan version

There are two ways to review plan approval requests.

Review a new plan version via Plans & layers

If you are a reviewer with access to Projects, you can go to Projects > select the project > Plans and Layers

Review a new plan version via Approval requests

If you are a reviewer, you can go to Documents > Approval requests and look for any requests pending your approval. This works the same way as for file approvals, see Review approval requests.

Permissions

Approval Request access can be controlled with specific role permissions as described for Document Versioning & Approvals

Apart from that all users with the Projects or Projects (only own projects) user permissions can request plan approvals for all projects in general.