Overview of the New Experience
What is the New Plans & Specifications Experience?
The new Plans & Specifications Experience in RedTeam Flex introduces a more modern, efficient, and user-friendly way to manage project drawings and specifications. Built on the same grid-based interface as the updated Projects menu, this experience allows users to sort, filter, group, and manage files with greater flexibility and speed.
How to Access the New Experience
During the beta period, you can access the new experience from within a project:
Navigate to a project in Draft or Request status
Open the Project Setup Form
Go to Step 3: Plans & Specifications
Click “Try New Experience” in the top-right corner
Navigating the Plans & Specs Interface
Understanding the Layout
The new Plans & Specs interface is designed to be intuitive and customizable:
Separate Tabs: Plans, Specs, & Addendums each reside in dedicated tabs
Table View: Traditional list format
Grid View: Visual layout with plan thumbnails
Search Bar: Search across all columns
Column Controls: Sort, filter, and rearrange columns
Sorting, Filtering, and Grouping
Click the arrows in column headers to sort data
Use filter icons on each column to narrow results and view all applied filters by clicking the Filter button at the top of the list
Use the Group By dropdown to organize plans by:
Discipline
Status
Author
Version
Customizing and Sharing Views
Creating Custom Views
You can save personalized views of your Plans or Specifications tabs:
Adjust filters, grouping, or columns
Click “Save Current View As”
Enter a name and optional description
(Optional) Set as your default view
Managing and Sharing Views
Access saved views from the View dropdown
Use the ellipsis menu to:
Rename
Update
Share with team members
Uploading Plans and Specifications
Uploading Plans
Go to the Sets/Sheets button
Click the Sets/Sheets button
Drag and drop or select a PDF file (OCR or page splitting applied)
Uploading Specifications
Switch to the Specs tab
Click Specs button
Upload files (no OCR or page splitting applied)
What Happens After Upload
Files appear as Draft items
You can open and review them by returning to the Add (+) flyout or edit basic details by clicking the pencil icon next to a sheet
Edit details such as:
Name
Author
Version
Notes
Reviewing, Rescanning, and Confirming Plans
Reviewing Uploaded Sheets
The new review window allows you to:
Scroll through sheets using the left panel
Edit names and numbers manually
Preview all uploaded sheets in one place
Rescanning Sheets
If OCR results are incorrect:
Click Rescan
Choose to rescan Just This Sheet or All Unconfirmed Sheets:
Sheet name
Sheet number
Use the Sheet Name and Sheet Number highlights tools to drag over the areas to re-scan
Select Start Re-Scan button
Reviewing and Committing Plans
Confirm individual sheets in the review window, or use the bulk selection tools to commit multiple sheets at once from the grid (see Bulk Selecting and Managing Sheets below)
Once confirmed, plans move from Draft → Committed status
Only the latest version displays in the main view
Fields on a committed sheet are locked — to make changes, uncommit the sheet first
⚠️ Note: During review, a warning message prompts you to verify sheet data carefully before confirming. A Select All checkbox lets you confirm all unconfirmed sheets in a single step.
Bulk Selecting and Managing Sheets
You can select multiple sheets at once to commit or uncommit them in bulk:
Use the checkbox column on the left side of the Plans or Specifications grid to select one or more items
Once a selection is made, a bulk action toolbar appears at the top of the grid
Available bulk actions include:
Commit — commit all selected Draft sheets at once
Uncommit — revert committed sheets back to Draft status
If an action is unavailable for your current selection, the button will appear disabled with a tooltip explaining why
Managing Versions and Addendums
Automatic Addendums
When a new sheet is recognized by OCR to have the same number as an existing sheet, the new sheet automatically replaces the existing one. When reviewing the sheet, the “Create Addendum” option will be pre-selected automatically. This option can also be used manually as needed.
Viewing Addendums
Navigate to the Addendums tab
Download linked documents
Track superseded versions
Plan Actions and Markups
Available Actions
Each plan includes quick action button on the right hand side of the table view:
View
Download
Commit / Uncommit
Edit (Draft only)
Compare — compare this sheet against a previous version or another sheet
History — view a full log of actions taken on this sheet
Markups and RFIs
Inside a plan:
Add annotations (redlines)
Save markups permanently
Create an RFI directly from the drawing
Comparing Versions and Sheets
You can compare plan sheets side by side to identify changes between versions or across drawings:
Open a plan sheet and click the Compare button
Choose to compare:
A previous version of the same sheet
A different sheet in the project
Use the overlay controls to toggle between views and highlight differences
Viewing Sheet History
Every plan sheet includes a full history log of actions taken on it:
Open a sheet and navigate to the History tab or section
The log displays all activity in reverse chronological order, including uploads, confirmations, commits, uncommits, and edits
Use the history log to audit changes or track when a version was last updated
Switching Between New and Legacy Experience
Switching Back to Legacy
You can return to the legacy experience at any time:
Click “Legacy View” in the top right corner of the screen
Provide optional feedback
Important Notes
Files uploaded in the new experience do not appear in legacy view
You must re-upload files if switching back during beta
All data remains available when returning to the new experience
Tips for Getting the Most Out of the New Experience
Use saved views to standardize workflows across your team
Leverage grouping and filters to quickly find relevant plans
Use bulk commit, uncommit, and rescan tools to save time during uploads
Use the History log to audit changes and track version activity on individual sheets
Use Compare to quickly identify what changed between sheet versions