Skip to content

Upload plans

Who canAdminManager

Plans go into a project as PDF files, and every page becomes a sheet. Upload them when you create a project, or add more at any time: another set, or a revised sheet.

  1. In the project, tap the sheet counter at the bottom of the screen (click it on a Mac) to open All Plans.
  2. Tap ⋮ at the top of All Plans and choose Upload more sheets.
  3. Tap Select Files and choose one or more PDFs. To take one off the list, tap the bin beside it.
  4. Tap Upload.

Each file says Sending… with a bar as it goes up, then Processing plans… for a few seconds, then Sent. Its pages are being prepared in the background. The app moves on to checking the new sheets without waiting for every page.

In a project with no plans yet, tap UPLOAD PLANS in the middle of the screen instead of steps 1 and 2.

A number, a name and a discipline for each sheet make it easy to find in All Plans.

  1. On Verify Uploaded Sheets, tap Continue.
  2. On Verify Sheets, tap a sheet’s picture. To see one file’s sheets at a time, pick the file from View all uploaded files.
  3. In Sheet Details, choose the Discipline, type the SHEET NUMBER (such as A-1) and the Sheet Name, and tap Save. If the page is on its side, turn it with the rotate buttons.
  4. Do the same for each sheet, then tap Finish.

Plans uploaded appears, and the sheets are in All Plans.

A sheet you don’t check, or every sheet when you tap SKIP, is named Untitled #1, Untitled #2 and on, numbered U1, U2 and on, with the discipline General. You can change them later.

  • Only PDFs of up to 500 MB each can go up. A file that’s too big, or isn’t a PDF, is named and left out before anything is sent.
  • If one file of several fails, it’s tried again by itself. If it still can’t go, only that file is left out; the rest become sheets.
  • On a phone or tablet you can put the device down: the upload carries on with the screen locked, and on Android a notice says Uploading plans. If the app is closed while sending, the upload picks itself up when you open it again.
  • Once a file says Processing plans…, you can’t cancel or leave the screen until it’s done. Delete any sheets you didn’t want afterwards.
  • A sheet whose picture isn’t ready yet says Preparing page… and fills in by itself. One opened too early says This sheet is still being prepared. and opens once it is.
  • Cancel on the checking screens asks first. Cancel upload leaves the new sheets out. On Android, the back button asks the same.
  • A sheet number already in the project makes a new version of that sheet. See Upload a new version.
  • Uploading needs an internet connection, and room in the project owner’s storage.