Pin New Items to Redline Sheets

OBJECTIVE

To Pin New 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 NEW ITEMS TO A REDLINE SHEET

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 Left Toolbar
   1. The Left Toolbar is where new markups and items can be created
      
5. Hover over the Pin icon at the bottom of the Left Toolbar 
   
   
6. Select the desired item from the flyout menu
   1. From top left, clockwise: To Dos, Punch List, Change Order, RFI, Daily Log, Calendar Event, Lead, Transmittal, Submittal, Selection
7. Click a location on the Sheet where you would like to place the new item
   1. This will open the appropriate window to create your item
8. Fill out the fields within the window with desired information
9. Click Create

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.