Create Plan Revision Entries

The Plan Revisions section allows you to add information for tracking project plans based on revision number, title, and category. It also provides a dedicated space for entering comments.

• Required User Permissions:

  • To create entries: 'Standard' or 'Admin' level permissions on the project's Daily Log tool.

  • To create pending entries as a collaborator: 'Read Only' or 'Standard' permissions to the project's Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template.

• Additional Information:

  • Use the Drawings tool to track plan revisions and project drawing changes (recommended).

1. Navigate to the project's Daily Log tool.

2. Scroll to the Plan Revisions section.
   You can also use the left navigation menu to quickly navigate to the Plan Revisions section.

3. To create an entry, add information to the fields.

   Note: Click the caret icon > to expand and v to collapse the field names and their descriptions below.

   Plan Revisions - Field Names and Descriptions

   • Company: Select the company name for which you are creating this log entry.

   • Plan: Enter the number that appears on the plan submitted.

   • Revision: Enter the revision number of the plan.

   • Title: Enter the title of the plan.

   • Category: Enter the category of discipline that appears in the revision.

   • Location: Select the exact project location specific to the plan.

   • Comments: Enter any comments or additional information that further describes the entry (if required).

   • Attachments: Attach any additional files to the entry. To attach the files, do one of the following:

     • Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area.
       OR

     • Click Upload Files to select a file from your computer.

4. Click Create.
   The log entry is created or added.