In 2016 PlanGrid introduced the ability to easily add or move sheets between version sets, which we refer to as a “Slip-In”. Unfortunately some projects created before the introduction of this feature are unable to take advantage of Slip-Ins.
If your project was created before November 11, 2016 (or cloned from a project created before then) the project’s sheets must be upgraded before taking advantage of Slip-Ins.
This upgrade process is simple and automated. It will happen for all projects that have not yet been upgraded after March 26, 2019. There is nothing you need to do before or after that date.
Why is PlanGrid doing this?
Projects created before November 11, 2016 are essentially on a different version of the software that handles Sheets in your projects. This makes it challenging to provide you with the best experience within PlanGrid, but also introduces challenges in supporting your use of PlanGrid in the future if projects are on prior versions.
While being able to add or move sheets between version sets might not be important to you right now, any additional enhancements we make to sheets in the future won’t be applied to your projects if they were created before November 11, 2016. Additionally, PlanGrid would be not be able to provide optimal product support for such projects.
What do I need to do?
There is nothing you need to do right now, PlanGrid will automatically begin upgrading your projects after March 26, 2019.
If you would like to take advantage of “Slip-ins” for your projects right now, then you can go through the upgrade process yourself. Otherwise, expect your project to be upgraded by PlanGrid after March 26, 2019.
Which of my projects will be upgraded?
When viewing the Project Overview page on PlanGrid Web we have highlighted any project that will be upgraded.
Only Project Admins will see these flags, and only if the Project requires upgrading.
These flags will disappear after March 26, 2019 or when the project has been upgraded manually, whichever occurs first.
What happens during the upgrade?
During the upgrade, PlanGrid performs a number of checks on your sheets to ensure we can upgrade them for you. This means PlanGrid may make some minor changes to Sheets and Version Sets in your Project.
PlanGrid will show you what has been done to your Project’s Sheets or Version Sets, if anything, after the upgrade has finished.
Please note: Anything PlanGrid changes can be further amended by you, after the upgrade process is done.
Empty spaces were removed from Sheet or Version Set names
If the names of your sheets contained any empty spaces, specifically spaces with no letters or numbers at the beginning or end of their names, they will be stripped out. This should have no impact on the order in which those Sheets or Version Sets appear; it is a purely cosmetic change.
Sheets and Version Sets were given names
Sheets and Version Set names used to be optional. You may have skipped over naming some Sheets or Version Sets, so PlanGrid will fix those for you.
You may expect to find Sheets that previously had no name now appear as “Unknown Sheet 1”, “Unknown Sheet 2” and so on. If you don’t like this naming scheme, you can simply change it after the upgrade.
Sheet and Version Sets had their names changed
Sheets could previously share names, for example every Sheet in a project could have been named “Sheet”. This is no longer allowed, so PlanGrid will fix these for you.
You may expect to find some sheets have parenthesis added to their existing names, such as “Sheet (1)”, “Sheet (2)”, etc. This is similar to downloading files with the same name on your PC or Laptop - your operating system will usually add a parenthesis to additional, same name files.
If you find PlanGrid has named sheets in a manner you don’t like, you can simply change the names after the upgrade.
Sort order of Sheets or Version Sets changed
In some cases some sheets or version sets may have been reordered. This may happen to your project if Sheets or Version Set names are non-unique, as PlanGrid is unsure what the correct order should be, so will base the order on the version date.
If you find Sheets in your Project have been ordered in a manner you don’t like, you can simply reorder them after the upgrade.
Do I have to upgrade?
While you do not have to upgrade projects yourself, the upgrade will happen to your projects regardless, after March 26, 2019.
Can I upgrade a project myself?
If you are an admin on a project that has not been upgraded, and you would like to move sheets between version sets right now, you can go ahead and upgrade the project yourself.
1. On our website, navigate to the Settings page of the project you wish to upgrade.
2. Under the heading “Workspace Actions” click on “Upgrade Sheets in this Project”.
Please Note: if the link instead says “View Results of Sheets Upgrade” then the project is already upgraded. If the link is not present at all, this project does not need to be upgraded; you can move sheets between version sets right now in that project.
3. You should now see a page titled “Upgrade Sheets in this Project”, we suggest reading through before proceeding.
4. If you would like to proceed with the upgrade, click “Upgrade Now”
5. You should now see a page informing you that the upgrade is proceeding, with “Checking your sheets” or “Upgrading your sheets” being clearly visible.
Please Note: During this process we strongly discourage making updates to the project. The process should only take a few minutes at the most, but updating your project during the the upgrade will considerably increase the amount of time it takes.
6. Once the upgrade is complete, you will see a confirmation message. You can view the results of the upgrade by clicking “View Upgrade Report”, or immediately begin adding or moving sheets between version sets in this project.
If you have more projects you would like to upgrade, simply repeat this process for them.