Solve Construction Workflow Issues with PlanGrid

17 October 2019All, PlanGrid



We who are involved in the construction industry are familiar with workflow issues. For example, we couldn’t access all of the sometimes thousands of project drawings from one place. That had to be done (ideally) in the office, but sometimes (less than ideal) using a giant roll of plans kept in someone’s pickup truck. Most of the time, there was no way to know what the most current information was when working on drawings unless someone went through the drawings every day to make sure the latest information was on top of the pile. And finally, it could be a desperate scramble if someone with loads of experience left, and a new person was brought on board mid-project. Bringing a new employee up to speed on the project was tough under the best of circumstances – for instance, if they also had loads of experience. And if they didn’t, the onboarding process was painful, to say the least. To read more about the construction labor situation, see the recent eVolve MEP blog article, “6 Ways Emerging Technology is Addressing the Construction Industry Labor Shortage.”

All of these issues that we historically dealt with had a way of slowing down workflows on the job, but there is a solution. PlanGrid, a newly acquired Autodesk company, is a cloud-based single source of truth that’s user friendly and available on multiple platforms. It is designed to eliminate the tedious tasks in the office that take you away from other tasks that are most important: making sure your field personnel have everything they need when they need it.

There are five features of PlanGrid that provide ways to accelerate job workflows:

  1. Get the most out of the sheets feature – With the sheets feature in PlanGrid, you can upload and access thousands of drawings in the project from wherever you are. Link to submittals, specs or any other PDF within the project, so people in the field can pull up related documentation in two clicks. When uploading sheets, hyperlinks are automatically generated for any section or detail callout. You can even upload a spool map/corresponding spools and the automatic hyperlink works. Users in the field or office can do sheet compare with older versions of the drawing or related drawings. The sheet tags feature is the feature that sets PlanGrid apart from the rest, making it easier to find exactly the drawing you need quickly.
  2. Create and close out RFIs – With PlanGrid, many of the steps in the old fashioned RFI process are eliminated. PlanGrid can house your entire RFI workflow within the program and manage/store all information related to your RFI. PlanGrid can also generate reports of all RFIs in your system or by RFI status.
  3. Generate and close out tasks in the field – Tasks can be used for pre-punch, punch, or to make sure your field team is held accountable on certain tasks that need to be completed prior to a certain date. Create a task on your mobile device and assign it to the responsible party, give a due date, take a picture, and track that task, all within the app. Once the task is created, the person to whom it is assigned is notified. There are built in stamps to choose from, or you can create custom stamps to denote the type of task. Users can generate a report of tasks in PDF that includes photos and even the location on the plan sheet.
  4. Fill out custom field reports digitally in the field – This previously manual process can be replaced by the PlanGrid workflow. PlanGrid is set apart from the competition because you don’t have to change the field reports that you already use. You can upload any fillable PDF to PlanGrid and use it in the field through the app. This goes for safety, QA/QC, daily reports, and even timesheets. If you do not want to upload your own reports, you can create custom reports within PlanGrid. Reports can be organized by QA/QC, safety, daily, equipment, and others.
  5. View the BIM model in the field – This Revit plug-in is the first integration between Autodesk products and PlanGrid. It pushes sheets from Revit directly to PlanGrid without losing BIM data. The PlanGrid BIM mode highlights all BIM data on a 2D sheet, and from there you can click on an element and go straight to the 3D model. This can be done on the web browser as well as in the field on the mobile app.

Follow this link to register and watch the Applied Software on-demand webinar 6 Ways to Accelerate Your Day with PlanGrid with Jackson Sensat.

PlanGrid is easy to train new employees on so they can spend more time installing work instead of learning software. Your teams can access all of your project’s drawings from anywhere. In addition, they can know if they are working on the most current information in the project drawings.

Sure, we are all familiar with workflow issues in the construction industry. But that doesn’t mean we have to put up with them any longer. If your firm is ready to put PlanGrid to work on your next job, contact Applied Software today for a discovery call. Find out how easy it is to adopt PlanGrid and solve your workflow issues.



New call-to-action

System Requirements for Bluebeam Revu 21

15 January 2024All, BluebeamRick Kremer

following are minimum and recommended requirements when using Bluebeam Revu with office documents and construction project documents

System Requirements for Autodesk Revit 2024

10 April 2023All, Architecture and Engineering, autodesk, Digital Transformation, MEP, RevitEric Daniel

List of system requirements for using Autodesk Revit 2024 and Revit LT 2024, entry level and performance level, plus Citrix,…

Important Bluebeam Announcement

4 April 2023All, Bluebeam, IT Services, Services & SupportDiana Ramirez

Bluebeam has announced the updated End of Life (EOL) date for Bluebeam Revu 2019 and older versions will now be…