In this video Jim explains the PlanGrid issues list and discusses ways to customize the list to fit the way you manage a construction project, including creating custom issue stamps that can be used for things like punch lists and safety observations.
- [Instructor] The final topic that I'll cover related…to setting up your project in PlanGrid deals…with establishing your issues list.…Let's take a look.…We'll go ahead and click on Issues…on the left side of the screen,…and that opens up our Issues Overview list.…Now, this list contains categories that are pre-established…any time you set up a new project.…So these seven topics here,…Unlisted issues, Constructability Reviews,…Damage, Design Items, et cetera,…these eight items are all put in here…any time you start a new PlanGrid project.…
You can add, delete, edit, do anything you want to these.…And you're gonna wanna do that…to create an issues list that works for your workflow…and the way you manage projects.…Now, first of all, I wanna go ahead and break this topic…really into two separate issues.…One is creating our lists,…and the other one is customizing…and creating our issue stamps.…So to explain that a little bit,…when we move on into the next chapter in just a few minutes,…we're gonna look at using PlanGrid on mobile devices…
Author
Released
7/16/2018This course shows construction professionals how to leverage the power of digital construction documents using the PlanGrid platform, from initial setup in the office using its web-based interface to use in the field on tablets and smartphones.
- How PlanGrid works
- Creating a new project
- Adding construction drawings
- Processing plan sheets
- Navigating through construction drawings in PlanGrid
- Setting up the issues list
- Inserting plan revisions
- Staying in sync in Windows and the mobile apps
- Marking up construction plan sheets
- Adding, managing, and exporting issues
- Using the mobile apps
- Closing a project
Skill Level Beginner
Duration
Views
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Introduction
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What you need to know1m 11s
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Exercise files1m 13s
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1. Getting Started with PlanGrid
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User accounts and settings5m 56s
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Project users and settings6m 26s
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2. Setting Up a Project
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Create a new project1m 54s
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Processing plan sheets11m 50s
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Adding project documents6m 25s
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Adding hyperlinks9m 45s
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Setting up the issues list6m 45s
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3. Maintaining the Project
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Inserting plan revisions9m 38s
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Staying in sync in Windows5m 21s
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Comparing sheets5m 56s
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4. Working on the Project
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Adding measurements4m 30s
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Adding photos3m 14s
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Adding issues8m 52s
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Managing issues7m 47s
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Exporting issues5m 54s
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5. Using the Mobile Apps
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Navigating with on iPad5m 13s
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6. Closing the Project
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Download logs2m 51s
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Download RFI report4m 22s
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Remove, delete, or clone4m 17s
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Next steps59s
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Conclusion
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Conclusion1m 6s
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Video: Setting up the issues list