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SmartPlans Tutorials
SmartPlans Tutorials

A collection of help content for working with SmartPlans & construction drawings.

John Chun avatar
By John1 author22 articles

Getting Started with SmartPlans


How to Create a Project and Generate a Submittal Log
Navigating in SmartPlans
Sharing the Project with Team Members

The Smart Register


Filtering & Searching the Submittal Log
How to Add & Delete Submittals in the Smart Register
Editing Submittals in the Smart Register
Making Copies of Submittals
How to Reset the Submittal Numbers
Rerunning a Set of Plans
Exporting the Submittal Log in Excel or .CSV Format

Working with PlanView


Navigating & Filtering the Sheets
Viewing Submittals & Schedules
Adding, Deleting, Editing, & Copying Submittals
Using the Toolbar
Selecting Text for Export & Addition to the Submittal Log
How to Export Product & Equipment Schedules
Editing Sheet Names & Numbers

Product & Equipment Schedules


Locating the Product & Equipment Schedules in PlanView
How to Export Product & Equipment Schedules

Exporting & Integrations


Exporting the Submittal Log
Exporting Product & Equipment Schedules
How to Export Submittals to Procore
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