Manage Plan Markups

Modified on Mon, 27 Jul at 2:52 AM

The 'Plan Markups' screen provides a consolidated, list-based view of all markups you have created, as well as those shared with you across the platform. From here, you can open and review markups, adjust access permissions, and delete any markups you no longer need.

You can access the following types of markups:

Markups created by you
Markups created by others that you have permission to view
Markups added to plan sheets as supporting attachments for items such as RFIs, Submittals, Punch List items, T&M work, etc.

Use the links below to navigate to the section you need:

Open and View a Markup
Set up Access Permissions for a Markup
Remove a Markup

View Project's Plan Markups

Ensure you are in the Plans module. If not,
- Click the main menu at the top-left
- Select 'Plan Sheets' under 'Documentation'

Tip: Hold the 'Cmd' (Mac) or 'Ctrl' (Windows) key in your keyboard to open the module in a new browser tab

Choose 'Markups' from the left

The table displays a comprehensive list of owned and shared markups.

Markup Name - The label to identify the markup. Click the name to open the plan sheet with the markup.
Sheet Number - The identification number of the plan sheet. Click the number to open the plan sheet without any markups loaded. You can load any previous markups or create new markups from the draft version.
Sheet Name - The sheet number of the plan that bears the markup.
Sheet Version - The revision number of the sheet
Created By - The team member who created the markup
Date Created - The date at which the markup was added
Access- The access permissions set for the markup. The team members can access the markup depending on the access set to it. The possible values are:
- Public - Viewable by all users belonging to all companies participating in the project
- Restricted - Viewable only by users belonging to selected companies participating in the project
- Private - Viewable only by selected persons from your company who participate in the project. This includes, for example, fellow project managers, construction managers, project directors, etc.

The controls on the right enable you to manage the markup. You can change the access permission of markup from this interface, overriding the permission set while sharing the markup.

Search, Filter, and Sorting Options
Click the magnifier icon and use the 'Search' box at the top left to find an entry using any value from the table as search criteria 
Click any column header to sort the rows in ascending or descending order based on that column's data.
Click the cog wheel icon at the top right to adjust the display density and customize the display and order of the columns 
The options at the top left allow you to filter the entries, create nested groups of entries, highlight cells and manage personalized and customized views of the table. Use the links below to learn more:Customize Columns in List Views
Filter Options in List Views
Highlight Cells in List Views
Group and Organize Items in a List View
Manage Custom List Views
Download as Excel Sheet
Click the 'Download' button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details

Open and View a Markup

Click the markup's name to view the plan sheet with the markup.

An example is shown below:

Use the 'Load Markups' to select and view multiple annotations in addition to the one already on screen. See View Markups for detailed guidance.

Set up Access Permissions for a Markup

By default, all markups you create are set to 'Private' and are only visible to you. You can adjust the sharing settings at any time to grant access to other team members.

Note: You can only manage access rights for markups that you created.

To set up access

Open the 'Plan Markups' screen
Click the icon in the row of the markup to set its visibility
There are three types of access restrictions applicable to the markups:
- Public - Viewable by all users belonging to all companies participating in the project
- Restricted- Viewable only by users belonging to selected companies participating in the project
  - Select the companies from the next pop-up and click 'Select'
- Private- Viewable only by selected persons from your company who participate in the project. This includes, for example, fellow project managers, construction managers, project directors, etc.
  - Select the project members belonging to your company in the next pop-up and click 'Select'

The markup access is set. Only the selected persons can view the markup on their project management consoles and mobile apps. The access rights will take effect only on the markup made on that version you chose from the list.

Remove a Markup

Note:You can remove only those markups for which you are the owner, i.e. the markups that you created

Open the 'Plan Markups' screen
Click the icon in the row of the markup to remove it

Click 'Delete' in the confirmation dialog

The markup is removed only from the selected version of the plan drawing. If the markup has been inherited from the chosen version to the later versions of the same drawing, those won't get affected. If you want to delete a markup on all versions, you have to do it for each version one by one.