How do I upload sheets to Redline Planroom?

Uploading plans to Redline Planroom is a two step process—plans are manually added by the user to ConstructionOnline, then automatically processed by Redline Planroom.

⭐ Best Practice: Before uploading any sheets, we highly recommend you read over Redline Planroom's sheet requirements to ensure your plans follow the formatting requirements.

1. Within Redline Planroom, click the green (+) Add New button.
2. Select the "Upload Plans" option.
3. Choose your desired upload method. Select the option "Create a New Set" to create a brand new plan set.
   1. Instructions for the upload method "Add Updated or Revised Sheets" can be found here.
4. Enter a name and date for the version set. Note that the current date is automatically selected.
5. Within the Upload Plans(s) window, choose how you would like to upload your sheets. Sheets can be uploaded from your computer, ConstructionOnline, or an integrated Cloud Storage Platform.
   1. ⭐ Best Practice: We recommend uploading sheets from your computer or ConstructionOnline Files. If sheets are uploaded from a shared drive or folder, there is a chance the upload will fail as Redline Planroom cannot access locked or protected content.
6. After uploading your sheets, the "Processing Plans..." window will appear and notify you that Redline Planroom is processing your plan upload. You will receive an email when the sheets have finished processing and are ready for review. Click the "Close" button to exit out of the window.
7. You can see if your sheets have successfully processed by:
   1. Checking your email inbox for an email with the subject "Sheet processing for your recent upload is complete" or
   2. Periodically refreshing your Planroom Publish Log to see if it contains the set with a publish status of "Pending Review".

Once your sheets have processed, you will be ready to review and publish your sheets!

Click here for more frequently asked questions (FAQs) regarding Redline Planroom.