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Redline™ Planroom
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Workflows
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
FAQ: Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Purchasing
Purchase Orders
Bills
Expenses & Receipts
Payments
Invoicing
FAQ: Invoicing
Items Database & Costbooks
FAQ: Items Database & Costbooks
Accounting Integrations
FAQ: Accounting Integrations
Integrating with QuickBooks Online
FAQ: Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
FAQ: Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
To Do Lists
Creating To Do Lists
Managing To Do Lists
Customizing To Do List Interfaces
FAQ: To Dos
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
GamePlan™
FAQ: GamePlan™
Time Tracking
FAQ: Time Tracking
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
FAQ: Call Logs
RFIs
FAQ: RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
Company Reporting
Employee ScoreCard™
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
CO™ Mobile App
App Preferences
App Navigation
App Usage
ConstructionOnline API
FAQ: ConstructionOnline API
Back to home
ConstructionOnline Knowledge Base
Redline™ Planroom
Getting Started
For Company Users
For Clients & Subcontractors
FAQs
Workflows
Manage Account
Account Settings
Company Settings
Financial Settings
Company Cost Codes
FAQ: Company Cost Codes
Public Profile & Portals
Service & Support
FAQ: System Requirements
Manage Company Users
FAQ: Company Contacts
FAQ: Company Employee Permissions
Contacts
FAQ: Contacts
ClientLink™ and TeamLink™ Contacts
FAQ: Managing ClientLink and TeamLink Contacts
Lead Tracking
Lead Tracking
FAQ: Lead Tracking
Opportunities
FAQ: Opportunities
Projects
Creating & Setting Up Projects
Working with Project Templates
Managing Company Projects
FAQ: Projects
Estimating
Creating OnCost™ Estimates
Working with Estimate Templates
Estimating Navigation
Managing OnCost™ Estimates
Financial Reports: Estimating
FAQ: Estimating
Change Orders
Creating Change Orders
Managing Change Orders
Financial Reports: Change Orders
FAQ: Change Orders
Client Selections
Creating Client Selections
Managing Client Selections
Financial Reports: Client Selections
FAQ: Client Selections
Purchasing
Purchase Orders
Bills
Expenses & Receipts
Payments
Invoicing
FAQ: Invoicing
Items Database & Costbooks
FAQ: Items Database & Costbooks
Accounting Integrations
FAQ: Accounting Integrations
Integrating with QuickBooks Online
FAQ: Integrating with QuickBooks Online
Integrating with QuickBooks Desktop
FAQ: Integrating with QuickBooks Desktop
Scheduling
Creating Schedules
Working with Schedule Templates
Schedule Navigation
Managing OnPlan™ Schedules
Scheduling Reports
FAQ: Scheduling
Calendars
FAQ: Calendars
To Do Lists
Creating To Do Lists
Managing To Do Lists
Customizing To Do List Interfaces
FAQ: To Dos
Punch Lists
FAQ: Punch Lists
Checklists
FAQ: Checklists
Daily Logs
Project Tracking Reports: Daily Logs
FAQ: Daily Logs
GamePlan™
FAQ: GamePlan™
Time Tracking
FAQ: Time Tracking
Communication
Envoy™ Chat
FAQ: Envoy™ Chat
Messages
FAQ: Messages
Inbound Emails
FAQ: Inbound Emails
Announcements
FAQ: Announcements
Call Logs
FAQ: Call Logs
RFIs
FAQ: RFIs
Submittals
FAQ: Submittals
Transmittals
FAQ: Transmittals
Redline™ Takeoff
FAQ: Redline Takeoff
Redline™ Planroom
FAQ: Redline Planroom
Files & Photos
Add, Edit, or Delete
Share, Copy, or Move
Cloud Integrations
FAQ: Files & Photos
Company Reporting
Employee ScoreCard™
CO™ Drive
Using the ClientLink™ Portal
FAQ: ClientLink
Using the TeamLink™ Portal
FAQ: TeamLink
SuiteLink
FAQ: SuiteLink, Connecting ConstructionSuite & ConstructionOnline
CO™ Mobile App
App Preferences
App Navigation
App Usage
ConstructionOnline API
FAQ: ConstructionOnline API
Redline™ Planroom
Redline Planroom Sheet Requirements
Adding Sheets to Redline Planroom
Reviewing Redline Sheets
Adjust Redline Sheet Settings
Using Redline Planroom Calibrator
Understanding Redline Measurement Tools
Adjust Rotation in Redline
Pin New Items to Redline Sheets
Pin Existing Items to Redline Sheets
Assign a Contact to a Markup
Add Comments to a Redline Sheet
Change Markup Stroke in Redline
Change Font in Redline
Turn on Public Drawing Mode in Redline
Jump to Another Sheet in Redline Planroom
Create a New Blank Page in Redline Planroom
Edit Redline Planroom Sheet Information
Edit Redline Sheet Measurements
Cut, Copy and Paste Sheet Markups on Redline
How to Undo/Redo Changes in Redline
Create a Redline Planroom Sheet Revision
Create a New Version Set
Rename Redline Planroom Sheets
Filter Redline Sheets by Tag
Filter Redline Sheets by Version Set
Clear Redline Filters
View Session History in Redline
Email Redline Sheets
Share Redline Sheets with ClientLink or TeamLink
Print Redline Sheets
Upload Plans to your Cloud Storage
Download Redline Sheets
Delete Redline Sheets
Delete a Version Set
Troubleshooting Redline™ Planroom Uploads
FAQ: Redline Planroom
What does the process of uploading, reviewing, and publishing plans in ConstructionOnline look like?
Are there specific guidelines I should follow when uploading my plans?
How long do plans take to upload?
What should I do if my plans fail to upload?
Can I change my Redline Planroom sheet number?
What tools are available in Redline Planroom?
I want to share plans with my clients and/or subs. How can I do this?
My client/sub can't see their plans in the Portal. How can I fix this?
I want to view plans from one specific plan set. How can I do this?
Can I compare revisions of my plans?
I uploaded my blueprint plans to Files. How can I mark them up and share them?
Who can see markup on plans?
Can subs mark on plans through Redline Planroom?
Is there a way I can keep my original sheet without the markup?
How do I upload sheets to Redline Planroom?
How do I upload revised sheets to Redline Planroom?
How can I show where a To Do, RFI, Change Order, etc. is on my plan?
Can I pin an existing RFI, Punch List Item, Change Order, etc. to my plan?
Does Redline Planroom offer automatic callout scanning?
Can I lay one sheet on top of another?
How do I compare two different sheets?
How do I sort plans in Redline Planroom?
How do I add tags to Redline sheets?
Can I recalibrate my sheets in Redline Planroom?
How do I print a sheet from Redline Planroom?
How do I share a sheet from Redline Planroom?
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