Design Plan: Creating tags on a design

Last Updated: July 27, 2022

You can interact with the 2D drawings on the Design Plan by dropping a pin in an area and pull up a Punch List, Change Order, or Design Clarification form. This makes it easier for Inspectors or Site Supervisors to notify the builder of any issues once a request is filed or an issue is spotted.

Dropping on the Design Plan is only applicable to the following forms:
Punch List
Change Order
Design Clarification

Go to the drawing where you want to submit any of the three forms mentioned above (Project Dashboard > Design Plan (Sidebar) > Drawing > [name of the drawing]).
Select which form you want to submit via the Design Plan: Punch List, Change Order, or Design Clarification.



Select the Add a Ticket tool.



Select an area in the drawing where you want to add a task and the form will automatically pull up.



Fill out the fields and click on Submit Ticket once done, then click Save on the the leftmost side of the drawing toolbar.

DESIGN PLAN ARTICLES:

Uploading a Drawing
Uploading a Revision

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Updated on: 27/07/2022