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ProPlans Help

Create a project

A project holds one job: its plans, documents, tasks, messages and the people working on it. Anyone with a ProPlans account can start one. The project is yours: you’re its owner, with Admin access.

Create it

Section titled “Create it”
  1. On the project list, tap the + button at the top (click it on a Mac). If you have no projects yet, you can tap Start in the middle of the screen instead.
  2. Read the steps on Let’s create a new project! and tap Start.
  3. Under Project Information, type the Project Name. Address, Owner (the homeowner or client) and Description are optional.
  4. Check the dates. Start Date is already today, and Completion Date reads No completion date until you pick one. Tap Continue.
  5. On Upload plans, tap Select Files and choose one or more PDFs of your plans. Then tap Upload.
  6. When each file says Sent. Its pages are being prepared in the background., tap Continue.
  7. On Verify Uploaded Sheets, tap Continue to give each sheet its name, number and discipline, as Upload plans explains, then tap Finish. Or tap SKIP to do it later.

The project opens with Invite People over it and the new project already picked, so you can bring your team in straight away. Close it to see your plans. You can invite people at any time.

Start without plans

Section titled “Start without plans”

On Upload plans, tap SKIP instead of choosing files. The project opens on a page inviting you to add plans: tap UPLOAD PLANS when you have them. Until then, Layers in the toolbar is dimmed and the project’s card shows no picture.

Good to know

Section titled “Good to know”
  • Creating a project needs an internet connection.
  • Each project on your list needs its own name. If you already have one by that name, the app says There is another project with this name.
  • The completion date can’t be before the start date. The owner can change both later in Edit Info.
  • Plans must be PDFs of up to 500 MB each, and every page becomes one sheet. On a Mac, Select Files opens the Mac’s own file window.
  • You don’t wait for every page to be ready. Each sheet’s picture fills in by itself, and within a minute the project’s card shows its first sheet.
  • Cancel on the checking screens asks before doing anything. Cancel project throws the new project away. On Android, the back button asks the same question.
  • When your storage is full, a new project has to wait until you free up space or upgrade. See Storage.
Section titled “Related”