In order to leverage the power of the Field Report feature in Plangrid, you must know how to create your own custom Field Report templates. Jim describes how to quickly digitize any of your existing field reports for use in PlanGrid by uploading a PDF and using it as a digital form that can be completed and stored inside of PlanGrid, where that can be viewed by team members with the proper levels of report permissions.
- [Instructor] Ultimately, to make this…Field Reports feature really useful,…you're probably going to have to create…your own custom Field Report templates.…So, remember, to create a new report…from an existing template,…that's this button here, called New Report.…To add a new template, and create a new template,…that's this menu button here.…I'm going to click that.…It tells us we can Create a new template.…We can also create new folders to store those templates.…So I could have a folder for templates…that my superintendents use,…a folder for templates that my…subcontractors use, and so on.…
But, let's go ahead and click here to Create a new template.…Now, I've got two options.…We're going to come back to this Daily Report…option in the next video.…Right now, I want to look at Custom Reports.…And this allows us to upload your own editable PDF.…So, we'll click Next,…and notice that I don't have the option to…create a form from a document that's…already uploaded into PlanGrid,…it has to be on my computer,…so I'm going to click on From my Computer,…
Author
Jim Rogers
Updated
9/11/2020Released
12/7/2018- Using workspaces to connect teams
- Creating workspace tasks
- Creating custom reports
- Building an interactive daily progress report
- Completing reports on Android and iOS devices
- Using issues to track near misses and quality issues
- Visualizing your data
Skill Level Advanced
Duration
Views
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Introduction
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What you need to know1m 8s
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Exercise files1m 12s
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1. Communicate and Collaborate
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Create a Workspace4m 23s
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Adding team members3m 30s
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Creating Workspace tasks3m 47s
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Workspace solutions5m 47s
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2. Manage Field Reports
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Create Field Reports4m 46s
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Complete a report online6m 20s
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Create a custom report5m 15s
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Create a Daily Report4m 10s
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New report options in PlanGrid11m 43s
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3. Track Project Health
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Creating a project dashboard4m 13s
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Use issues to track quality2m 49s
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Visualize your data4m 23s
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Conclusion
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Next steps1m 2s
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Video: Create a custom report