View and manage plan sets

Modified on Fri, 25 Oct at 6:19 AM

The 'Plan Sets' lets you view, manage and publish the draft plans and plan sets that are uploaded to a project.  

To open the draft plan sets

  • Open the management console for the project
  • Click the app launcher  , then select 'Documents.'
  • Click' Plans' on the top and choose 'Plan Sets' on the left.

The 'Plan sets' screen shows the plan sets that were uploaded. You can add new plan sheets or a revised plan set to a set and publish them to share with the team.  

  • Click on a set to view the plan sheets in it, add new sheets, and publish the set

  • Click on the field for entering missing data or editing auto-fetched data and enter the details
  • Click 'Upload' to add new plan sheets or plan sets as PDF files.
  • Once you are done, click 'Publish Sheets' on the top to save the sheets to the project
  • If the plan set is no longer needed or uploaded inadvertently, click 'Delete Set' to remove the draft

You can remove only those planets in the 'Draft' state and cannot remove published sets.

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