Pype

Joshua Matheny

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

SmartPlans Tutorials

A guide to uploading drawings to SmartPlans in order to create a submittal log.

How to Create a Project and Generate a Submittal Log

A tutorial on how to quickly utilize SmartPlans to generate a submittal log and review the data contained on drawings.

Navigating in SmartPlans

How to share the project in SmartPlans with other members of your project team.

Sharing the Project with Team Members

Getting Started with SmartPlans

How to filter and search through the submittal log while using the Smart Register.

Filtering & Searching the Submittal Log

A guide on how to add and delete submittals created from drawings in SmartPlans.

How to Add & Delete Submittals in the Smart Register

How to edit the data contained in a submittal within SmartPlans.

Editing Submittals in the Smart Register

How to create a single or multiple copies of the submittals generated by SmartPlans.

Making Copies of Submittals

A guide to resetting the number assigned to a submittal in SmartPlans so that they are in sequential order after editing.

How to Reset the Submittal Numbers

How to upload and rerun a new set of drawings/plans that have been issued by the architect.

Rerunning a Set of Plans

How to export the submittal log from SmartPlans so that it can be imported into the project management software being used on the project.

Exporting the Submittal Log in Excel or .CSV Format

The Smart Register

How to find specific drawing sheets in PlanView and view the data contained on each sheet.

Navigating & Filtering the Sheets

How to view the submittals, product schedules, & equipment schedules found on a drawing set.

Viewing Submittals & Schedules

How to add, delete, edit, or copy submittals while working in the PlanView module of SmartPlans.

Adding, Deleting, Editing, & Copying Submittals

How to utilize the toolbar available in PlanView to carry out specific tasks with the plans and drawings, including capturing text.

Using the Toolbar

How to highlight & select text contained in schedules in order to export them to Excel or a project management software.

Selecting Text for Export & Addition to the Submittal Log

How to export the product and equipment schedules located on a set of drawings quickly and easily export to Excel.

How to Export Product & Equipment Schedules

How to edit the names of the drawing sheets from within the PlanView module of SmartPlans.

Editing Sheet Names & Numbers

Working with PlanView

How to use the PlanView module to locate the product and equipment schedules contained on drawings.

Locating the Product & Equipment Schedules in PlanView

How to export the product and equipment schedules found on drawings in Excel and PDF format.

Product & Equipment Schedules

How to export the submittal log generated from drawings within SmartPlans.

Exporting the Submittal Log

How to quickly and easily export the product and equipment schedules identified on a drawing set.

Exporting Product & Equipment Schedules

A guide to exporting the submittals located on drawings with SmartPlans to Procore using the direct integration.

How to Export Submittals to Procore

Exporting & Integrations

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