Version Names vs Project Tags
What's the difference between version names and project tags?
Versions help you keep track of multiple issuances of the same drawing. When you upload your plans, you should include all plans of every discipline within the same version. Architectural, electrical, mechanical, etc., would go under the same version name. The version name is added during the publishing step, shown here:
Examples of common version names include things like "60% Design Development Set", "90% Design Development Set", "GMP Drawings Set", and "City Permit Drawings Set".
Project tags, on the other hand, help you organize your sheets by discipline, similar to folders. If you want to view only electrical sheets, you can filter by that tag to display and navigate through that section. After you've uploaded the first version of your plans, tag the sheets using the instructions here.
Project tags are global, and can be accessed by all collaborators on a project, from both the mobile app and the web app.
If you've added project tags to the first version of your sheets, there's no need to re-tag when you upload another version. As long as we can automatically detect your sheet names, your tags will be transferred to the current set.
Viewing on the Web:
You can view older versions on the website by clicking the filter button at the top right corner of the Sheets tab. If no version is selected, then the most recent version of the sheets are shown.
Viewing older versions on the iPad:
You can also view older versions on your iPad by clicking on the file cabinet (figure 2) or by swiping up on your screen (figure 3). The older version will be marked as "Not Current."
Figure 2. Tap the file cabinet and select "Versions" to view older versions of a sheet.
Figure 3. You can also swipe up to load an older version
Viewing older versions on Android:
Note: Swiping on sheets to view previous versions is not supported on Android at this time.
1. When viewing a sheet, tap the android menu button. Your menu and menu button may not be in the upper right corner, click here if you're not sure where the menu button for your device is. With the menu open, select "Versions."
2. Select the version you wish to view.
If a version is not the current one, the "Not Current" badge will appear along the bottom of the screen.
3. While in GridView in the Android app, you can also tap the tag icon, and then filter by the version in the filter list. Use this method to browse all the sheets of a specific version.
Changing a Version Name
***For instructions on re-naming a version of a project you created on or after 11/29/16, click here.
To rename a version:
1. First, to edit any sheet attributes, you must be in list view in the sheets icon (click the button indicated in the picture below to switch between grid and list view).
2. Once in list view, click on the Filter button at the top right, then click in the Version field to select the name of the version you'd like to change. This will filter the list to only show sheets from that version.
3. Once the version is selected, click on the checkbox at the very top of the checkbox column to select all the sheets that were filtered.
4. Once all sheets are selected, click the "Edit" button at the top left. And, in the "Edit Sheets" window that pops up, enter the new version name, click on "Create Version..." to create the version, and click "Save Changes" to rename the version.
Deleting a Version
***For instructions on deleting a version of a project you created on or after 11/29/16 (or if Slip-ins was manually enabled by PlanGrid Support) click here.
Note: Please be careful when deleting a version. Deletions cannot be undone by PlanGrid Support, and deleting a version requires you to carefully select only the sheets in that version.
1. Under the sheets icon, click the “List View” button.
2. Next, click the Filter button at the top right, and select the version you'd like to remove. Be sure there are no tags selected if you need to delete all the sheets in one version.
3. At the top of the list, click “Select Filtered.” This will select all of the sheets of just the version shown.
4. Finally, click the “Delete” button at the top of the list. The delete option will only be active if your account has Administrator access.
Before confirming to delete the version, make sure the version is still selected (see step #2). If you’ve selected a different version, or need to change something about your selection, don't confirm the deletion.
5. The last step will have you confirm by entering the number of sheets you are deleting. Make sure you enter the number in numeric format only.