Pin Existing Items to Redline Sheets

OBJECTIVE

To Pin Existing Items to Redline Sheets

BACKGROUND

Redline is one of the most powerful tools offered in ConstructionOnline. With Redline, users have the ability to annotate and markup plans, drawings, images and other files in projects. Pinning existing items to Redline Sheets allows you to have more relevant Sheets with a few simple clicks.

THINGS TO CONSIDER

• Company users must have permissions to access Redline Planroom.
• Enable the Redline Planroom settings for ClientLink and TeamLink users to view shared folders and plans.
• Review the Redline Sheet Requirements to ensure your plans are scanned correctly.

STEPS TO PIN EXISTING ITEMS TO REDLINE SHEETS

1. Navigate to the desired project via the Left Sidebar 
2. Select the Redline Planroom tab
3. Open the Sheet you wish to edit
4. Locate the Right Toolbar
   1. The Right Toolbar holds all existing items created in the Project
5. On the flyout menu, choose the icon correlating with the tab of your desired item

6. Hover over the tab and select the desired Category
   
    

7. Click and Drag the Pin to the Sheet
   
   

8. Once you release the click, the pinned Icon will appear on the Sheet

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQs) about Redline Planroom can be found in the article FAQ: Redline Planroom. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.