Getting Started

Getting Started

• Navigating the PlanGrid Website

Creating a Project and Uploading Sheets

• Creating a New Project and Uploading Sheets
• Making Changes to Sheet Numbers
• Change Project Name or Other Information

Managing Your Project Team

• Add and Provision Users in the Admin Console
• Managing Your Project Team
• Add a Team Member to a Project
• Remove Yourself from a Project
• Creating Groups

Subscriptions and Passwords

• Upgrade your PlanGrid Subscription
• Reset your Password
• Update your Password

Mark-Ups and Comments

• Mentions
• Viewing and Adding Comments on Web and Mobile
• Creating, Editing, and Sharing Markups

FAQs and Other Help

• General FAQ
• Download Multiple Sheets from the Sheets Page
• Multi-Building and Multi-Unit Projects
• Uploading Revisions (old method)
• Targeted OCR: A New Option for Sheet Numbers and Titles