Reviewing Redline Sheets

OBJECTIVE

To review and publish Sheets in Redline Planroom

BACKGROUND

Redline™ Planroom for ConstructionOnline offers plan-centric project management, allowing construction teams to upload, markup, and collaborate directly to construction drawings. When uploading plans to Redline™ Planroom, UDA's proprietary machine learning technology automatically detects sheet numbers, sheet names, and callouts within the plan set. This powerful automation saves construction pros hours and eliminates tedious data entry - all that's left to do is review the information for accuracy and completion!

THINGS TO CONSIDER

• Permissions: ConstructionOnline™ Company Users must have Redline Planroom permissions set to "Can Add & Update Plans" to upload and/or review plan sets. 
  • ClientLink™ and TeamLink™ Users can view plans that have been shared with them when access to Redline Planroom has been enabled within ClientLink™ and/or TeamLink™ Settings.   
• Mobile App:  Published plan sets can be access via CO™ Mobile. 

• Review the Redline Sheet Requirements to ensure your plans are scanned correctly.

STEPS TO ADD DRAWINGS IN REDLINE PLANROOM

1. Navigate to the desired project via the Left Sidebar
2. Select the Redline Planroom tab 
3. Upload Sheets to Redline
4. Choose the Publish Log category
   1. All drawings pending review will be stored in the Publish Log
5. Select Review & Publish Sheets
   1. If multiple Sheets were included in an upload, click the top Sheet to review, all Sheets associated with the upload will be included
6. UDAi will scan all Sheets, click Review Sheet Numbers when this process is complete
7. Review & edit Sheet Numbers
   1. UDAi will locate Sheet Numbers that have been formatted in accordance with
   2. If editing of the Sheet Numbers is needed, click on the right thumbnail to to scan the appropriate location
      1. Zoom and adjust the Sheet to the Sheet Number location
      2. Click Select Scan Area
         
      3. Click & drag around the Sheet Number to select the appropriate area
      4. Be sure to highlight only the characters you want included in the Sheet Number
      5. Click Choose Selected Scan Area when satisfied with the selection
         
         
      6. Confirm the Sheet Number Scan Area by selecting if this selection should apply only to 1 Sheet or all Sheets
         
         
8. Edit any non-unique Sheet Numbers highlighted in red
9. When satisfied, click My Sheet Numbers Are Correct
   1. Here you can also check the box to Skip Sheet Name Scanning
      
      

10. UDAi will scan all Sheets, click Review Sheet Numbers when this process is complete

    
11. Review & edit Sheet Names
    1. UDAi will locate Sheet Names that have been formatted in accordance with
       
       
    2. If editing of the Sheet Names is needed, click on the right thumbnail to to scan the appropriate location
       
       
       1. Zoom and adjust the Sheet to the Sheet Number location
       2. Click Select Scan Area
          
       3. Click & drag around the Sheet Number to select the appropriate area
       4. Be sure to highlight only the characters you want included in the Sheet Number
       5. Click Choose Selected Scan Area when satisfied with the selection
          
          
       6. Confirm the Sheet Number Scan Area by selecting if this selection should apply only to 1 Sheet or all Sheets
          
          
12. When satisfied, click My Sheet Names Are Correct
    
    
13. UDAi will scan all Sheets for Callouts, when complete, click View Published Sheets
    
    

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.