Plans belong to the project, so every meeting on the project uses the same drawings. Each pin is a numbered callout on a plan. It can be a Snag / defect, a Note, an Instruction or a Question / RFI.
Add a plan
- Open the project and choose the Plans tile.
- Press Add plan, then Choose PDF or image. You can use a PDF drawing or an image of a plan (PNG or JPEG work in every browser), up to 50 MB.
- If the PDF has more than one page, choose the Page you want. To use other pages, add the same PDF again and pick another page.
- Type a Plan name, for example "Ground floor plan".
- Check the preview and press Add plan to project.
A password-protected PDF can't be used. Save an unprotected copy and add that instead. Drawings in DWG format: export them to PDF first.
Add a pin
- Open a plan. Drag to move around; scroll or pinch to zoom. The Fit button shows the whole plan again.
- Choose Raise new pins in a meeting if the pins belong to one, for example "New pins raised in V08-SM-03".
- Press Add pin, then click or tap the spot on the plan. The pin gets the next number on the plan.
- Fill in the pin (see below) and press Save pin.
- Keep clicking to add more pins. Press Done adding when you have finished (or Esc on a keyboard).
The pin details
| Field | What to enter |
|---|---|
| Description | What is wrong or what is needed |
| Detail | Location, dimensions, anything else |
| Category | Snag / defect, Note, Instruction or Question / RFI |
| Responsible | The company or party |
| Status | Open, Ongoing or Closed. The date it was closed is recorded. |
| Raised in meeting | The meeting the pin was raised in |
To put a pin somewhere else, press Move pin and click the new spot.
To delete a pin, press Delete…, then Delete pin. The pin leaves the plan and the snag register, but its photos stay in their meeting. It is usually better to set it to Closed, so the record stays.
The snag register
The snag register lists every pin on every plan of the project. Open it with the Snags tile on the project, or press Snag register on a plan.
- Filter by Status (Open & ongoing, Open, Ongoing, Closed or All), by Category, by Responsible and by Plan.
- Each row shows the pin, its plan and grid reference, who is responsible and its status.
- Tap the status mark to move it along: Open → Ongoing → Closed.
- Tap a row to open the pin on its plan.
Carry-over from meeting to meeting
You don't copy snags forward. Because pins belong to the plan, an open snag stays on the plan and in the register at every following meeting until you set it to Closed. Open snags are listed on the printed agenda of the next meeting and in the minutes.
Rename or delete a plan
In Plans, press Rename on a plan card. It changes only the name, not the file or the pins.
Delete… also deletes every pin on it and removes them from the snag register. The drawing files stay in storage.