Find your way around the Plans list in New Plans & Specs: switch views, choose columns, and sort, filter and group sheets. Most of these tools also appear on the Specs and Addendums tabs.
Understanding the layout
Tabs: Plans, Addendums and Specs each have their own tab at the top right.
Table view and grid view: Use the two buttons at the left of the toolbar to switch between a list and cards with sheet thumbnails.
Search: The search box searches across all columns, such as number, name, discipline and author. The record count shows how many sheets match. To jump to the search box, use the keyboard shortcut shown in it.
Row spacing: Choose Comfortable, Cozy or Compact with the three spacing buttons.
Arrange: Set the sheet order that external audiences see in the Online Planroom, attachments and bid forms.
Sets / Sheets: Upload plans. See RedTeam Flex - New Plans & Specs: Uploading Plans.
In grid view, each sheet shows as a card. Use the sort menu (for example Sheet # (A-Z)) to change the order.
Sorting, filtering and grouping
Sort: Click the arrows in a column header.
Filter: Click the filter icon on a column, or click Filters, add a filter for any column and click Apply.
Group: Open the grouping menu (it shows No Grouping by default) and choose Discipline, Status, Author or Version. Click the arrow next to a group to collapse or expand it.
Disciplines come from one standard list, so groups use the same names on every project. To group sheets your own way, such as by phase or building, add tags and filter by Tags. See RedTeam Flex - Plans & Specs: Disciplines and RedTeam Flex - Plans & Specs: Add and Use Tags.
Choosing columns
Click Columns to turn columns on or off, drag them into a new order, or pin them. Some columns, such as Tags, are off by default. Your changes apply when you close the panel.
Saving a view
Use the View menu to switch between saved table setups. To save your column layout, filters, sorting and spacing, set them up and choose Save Current View As....