Name, number and order sheets
Who canAdminManager
Every sheet has a number (such as A-1), a name, and a discipline: Architectural, Civil, Electrical, General, Landscape, Mechanical, Plumbing, Structural or Others. They’re how people find sheets in All Plans. Admins and Managers can change them; everyone else can open and share sheets.
Change a sheet’s details
Section titled “Change a sheet’s details”- Open All Plans by tapping the sheet counter at the bottom of a sheet.
- Open the sheet’s menu: press and hold the sheet. On a tablet you can tap ••• beside its number instead, and on a Mac click ••• or right-click the sheet.
- Choose Edit Sheet Information.
- In Sheet Details, change the Discipline, SHEET NUMBER or Sheet Name.
- Tap Save.
Changes Saved appears, and the sheet you had open stays open.
To turn a sheet, use the rotate buttons above the preview in Sheet Details: each turns it a quarter, and everyone sees it turned once you save. A sheet with markups or notes on it can’t be turned.
Upload a new version
Section titled “Upload a new version”When a revised sheet comes in, give it the old sheet’s number.
- Upload the revised PDF, and open its sheet in Sheet Details.
- Type the number of the sheet it replaces. A red message says that sheet already exists, and a New version notes box appears.
- Type what changed, or paste the notes that came from the architect or engineer, and tap Save.
Both versions stay in All Plans. A sheet linked in a message, note or task opens on the newest one. If it isn’t a new version, change the number and the notes box goes away.
The same works from Edit Sheet Information: change a sheet’s number to another sheet’s.
Put sheets in order
Section titled “Put sheets in order”The order is the one All Plans and the arrows on a sheet follow, and the first sheet is the picture on the project’s card.
- In All Plans, tap ⋮ at the top and choose Rearrange, Share or Delete.
- Press and hold a sheet, drag it to its new place and let go. Hold it near the top or bottom edge to scroll the list.
- Tap Save.
- In All Plans, click ⋮ at the top and choose Rearrange, Share or Delete.
- Click the arrow buttons on a sheet to move it one place earlier or later.
- Click Save.
Delete sheets
Section titled “Delete sheets”- One sheet: open its menu in All Plans and choose Delete Sheet. You can’t delete the sheet you have open this way; open another one first.
- Several: in Rearrange, Share or Delete, tick the sheets, tap Delete, then Save.
A deleted sheet can’t be brought back.
Good to know
Section titled “Good to know”- Saving a new order and deleting sheets need an internet connection.
- Closing Rearrange, Share or Delete with changes not saved asks first.
- While you check newly uploaded sheets, Sheet Details has a red bin for throwing away a sheet you don’t want.
- Crew and Viewers see Share Sheet in place of Rearrange, Share or Delete: they can share, download and print sheets, but not change them.