Working with Plans in the TeamLink™ Portal 

BACKGROUND

The ConstructionOnline Portal gives subcontractors more than just a view of the latest construction plans—it provides a full plan review experience powered by Redline Planroom. When a general contractor shares plans through the Portal, TeamLink Users with the appropriate access can open and download Sheets, add markup and annotations, leave Comments and send Messages tied directly to relevant plans, and more, all without ever leaving the Portal. 

THINGS TO CONSIDER 

• Access to Redline Planroom via the Portal requires an existing TeamLink™ User account. If you do not currently have access, contact the builder to be added as the appropriate Portal user. 
• Plans displayed in the Portal reflect only those shared; not all project plans may be visible.
• Portal users cannot upload or delete plan sheets.
• TeamLink Users invited to a Bid Package can also access associated plan sheets through the Bid Tracking section of the Portal, with the option to download sheets for reference during the bidding process. See Viewing Plans via Bid Tracking below for more information.  

From the Portal Planroom, you can:

• Filter Sheets to quickly locate specific plans 
• Open and review individual Sheets in Redline PM
• Mark up and annotate Sheets
• Post Comments and send Messages tied directly to relevant Sheets 
• Print Sheets
• Share Sheets via email
• Download individual Sheets or the full Current Set 
• Access and download Sheets associated with a Bid Package (when applicable) 

HOW TO USE PLANROOM IN THE PORTAL 

Access Planroom:

1. Navigate to the desired project's Current Set from within the Portal. 

   1. This will open the Planroom feature, displaying the current set of plans shared with you. 
   2. From this view, sheets can be opened, printed, emailed, or downloaded directly.

Filter Plans:  

1. Click "Filters" in the upper right corner of the Planroom to expand the Filters panel.
   
    
2. Filter available plan sheets by Version Set or Tag to narrow the list to the sheets most relevant to your work. 
   
   
   
   1. Select the blue "Clear Filters" text to remove any active filters and return to the full sheet list. 

View a Plan Sheet:  

1. Click on a Sheet from the Current Set list to open it in Redline PM. 
   1. Use the navigation arrows at the bottom of the screen to move between sheets, or use the sheet tabs along the bottoSm to jump to a specific sheet. 
      
      

Mark Up a Plan Sheet:  

1. With a Sheet open in Redline PM, use the Markup toolbar on the left side of the screen to access annotation tools, including drawing tools, text, shapes, and more.
   
   
   1. You can manage the visibility of your markup directly from the markup "Details" panel, setting the markup as Public to share with all team members with access to the Sheet, or Private to keep it visible only to you. 
2. Use the Informational panel on the right to review Sheet details, manage Attachments, and view or add Comments. 
   
   
   
   🗒️ Note: Available options within the Information panel may vary based on your Portal permissions.

Post Comments and Send Messages:  

1. With a Sheet open in Redline PM, expand the Information panel on the right side of the screen. 
   1. Use the Comments section in the Information tab to post notes or observations associated with the Sheet. 
      
      
   2. Use the Messages tab to compose and send Messages within the context of the Sheet. 
      
      
      
      

Print a Sheet:  

1. With a Sheet open, select Print from the toolbar in the upper right corner of the screen.
    
   
2. Choose a Print Option and click Next:
   
     
   1. Print Sheet Only — Prints the Sheet with markup. 
   2. Print Sheet & Report — Prints the Sheet with markup, pinned items, and descriptions. 
3. Configure Sheet Settings as needed, then press the blue "Print" button. 

Share a Sheet:  

1. With a Sheet open, select Share from the toolbar in the upper right corner of the screen. 
   
   
2. Configure Share Sheet(s) settings as needed, then click the blue "Share" button to send the Sheet via email or copy the link to share directly. 

Download Sheets:  

1. To download an individual Sheet — Right-click the desired Sheet from the Current Set list and select Download.
   
   
2. To download the full Current Set — Click the blue "Download Current Set" text in the upper right corner of the Current Set list to download all available Sheets at once. 
   
   

🗒️ Note: ConstructionOnline will generate and automatically download the Sheet(s) document to your device as a PDF (.pdf) file.

 

View Sheets via Bid Tracking:  

Portal users invited to a Bid Package can access associated Sheets through the Bid Tracking section of the Portal. 

1. From within the Portal, navigate to the Bid Tracking feature and open the relevant Bid Package. 
2. Select the Planroom tab to view Sheets associated with the Bid Package.
   
    
3. Click on a Sheet to open the Plan Preview panel, where Sheet Number, Name, Revision, and Version Set are displayed. 
   
   
4. Click Download Sheet to download the Sheet directly. 

ADDITIONAL INFORMATION 

• Permissions: TeamLink Portal permissions are managed by ConstructionOnline Company Users. If you have questions about your level of access within the Portal, contact the general contractor directly. 
• CO™ Mobile App: Redline Planroom is available via the mobile app. 

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) for TeamLink Users can be found in the article FAQ: TeamLink. 
• 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 more options.