What Plans is for
Plans is the project's controlled register for drawings and models. Use it to keep file versions, drawing metadata, review status, links, and discussion together. A plan is not a task: link the plan to a task when a drawing or model is needed to complete that work.
Find and organise plans
- Table – review the code, name, type, status, file-version count, owner, tags, and last update.
- Type filter and search by code or name.
- New plan (add a plan) and Export index (export the register).
Review a plan and its versions
- Files panel – every file for the plan with its version (e.g. v1) and size; Add
to upload a new version.
- Viewer – an in-browser 3D/model viewer with controls (layers, fullscreen, zoom,
show/hide), showing model stats (elements, meshes, triangles) for IFC files.
- Details panel – status, owner, category, discipline, plan number, revision, scale, tags, and description.
- Linked / Comments tabs – connect the plan to tasks and discuss it.
- Copy link and Download latest (top right).
Add and progress a plan
- Select New plan, enter a consistent code and name, and upload the initial file.
- Add the category, discipline, drawing number, revision, scale, owner, and tags needed by your team.
- Review supported files in the browser and use comments to record feedback.
- Upload replacements with Add so the earlier versions remain in the history.
- Move the status from draft or review to approved according to your process.
- Link the plan to the tasks that depend on it.