SmartPlans Tutorials

Getting Started with SmartPlans

How to Create a Project and Generate a Submittal Log

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

Written by Joshua Matheny
Updated over a week ago

Navigating in SmartPlans

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

Written by Joshua Matheny
Updated over a week ago

Sharing the Project with Team Members

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

Written by Joshua Matheny
Updated over a week ago

The Smart Register

Filtering & Searching the Submittal Log

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

Written by Joshua Matheny
Updated over a week ago

How to Add & Delete Submittals in the Smart Register

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

Written by Joshua Matheny
Updated over a week ago

Editing Submittals in the Smart Register

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

Written by Joshua Matheny
Updated over a week ago

Making Copies of Submittals

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

Written by Joshua Matheny
Updated over a week ago

How to Reset the Submittal Numbers

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

Written by Joshua Matheny
Updated over a week ago

Rerunning a Set of Plans

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

Written by Joshua Matheny
Updated over a week ago

Exporting the Submittal Log in Excel or .CSV Format

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

Written by Joshua Matheny
Updated over a week ago

Working with PlanView

Navigating & Filtering the Sheets

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

Written by Joshua Matheny
Updated over a week ago

Viewing Submittals & Schedules

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

Written by Joshua Matheny
Updated over a week ago

Adding, Deleting, Editing, & Copying Submittals

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

Written by Joshua Matheny
Updated over a week ago

Using the Toolbar

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

Written by Joshua Matheny
Updated over a week ago

Selecting Text for Export & Addition to the Submittal Log

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

Written by Joshua Matheny
Updated over a week ago

How to Export Product & Equipment Schedules

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

Written by Joshua Matheny
Updated over a week ago

Editing Sheet Names & Numbers

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

Written by Joshua Matheny
Updated over a week ago

Product & Equipment Schedules

Locating the Product & Equipment Schedules in PlanView

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

Written by Joshua Matheny
Updated over a week ago

How to Export Product & Equipment Schedules

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

Written by Joshua Matheny
Updated over a week ago

Exporting & Integrations

Exporting the Submittal Log

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

Written by Joshua Matheny
Updated over a week ago

Exporting Product & Equipment Schedules

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

Written by Joshua Matheny
Updated over a week ago

How to Export Submittals to Procore

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

Written by Joshua Matheny
Updated over a week ago