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
Access & Permissions
Plan approvals are available for Enterprise accounts.
Only in-house users have the permission to create approval requests for plans.
Subcontractors can receive approval requests on plans, but they don't have access to view the approval details of other reviewers.
Read more in Permissions.
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:
- Click Projects
- Open the project in your list of projects
- 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
- Click Create layers
- Select the Request approval checkbox
- Click Choose plan file (or drag & drop it) - create as many plan layers you need
- Click Save
-
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.
- Now click Request approval
Now complete and send the approval request which is the same process as for document approvals:
- Click Add reviewers
- Optional: enter new subject
- Optional: enter a message
- Click the date icon and set a due date
- 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.
- Select an existing layer
- Click Update plan dropdown
- Click Upload from my computer or from a cloud storage service
- Select the Request approval checkbox
- Click Save
-
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.
- 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:
- Click Cancel approval
- Select Skip the approval process and keep the plan version OR Discard the plan version
- 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
- Look for layers with status Pending
- Click Review new version
- Optional: Click Compare versions to review changes (close the old version's view afterwards)
- Click Approve OR Reject
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.
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