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RedTeam Flex - New Plans & Specs: Plan Actions and Markups

Use the quick actions on plan sheets, add markups and RFIs, compare versions or sheets, and check a sheet's history.

This article covers the actions available on plan sheets in New Plans & Specs: quick actions in the list, markups and RFIs, comparing, and history.

Available actions

Each plan has quick action icons in the Actions column of the Plans list. The icons shown depend on the sheet's status:

  • View (eye) opens the sheet in the Plan Viewer.

  • Download saves the sheet.

  • Publish (check mark) or Unpublish (arrow).

  • Edit, for sheets that are Pending Review.

  • History (clock) opens the sheet's history log.

Markups and RFIs

Inside a plan, in the Plan Viewer:

  • Use the markup toolbar to add annotations (redlines).

  • Click Save to keep your markups.

  • Click Create RFI to start an RFI directly from the drawing.

Compare versions and sheets

You can compare plan sheets to find changes between versions or across drawings.

Step 1: Open a plan sheet and click Compare, then choose Previous Version or Different Plan.

Step 2: For a previous version, the Version History panel opens. Click Compare on the version you want to compare with the current one.

Step 3: Switch between Overlay and Side by Side. In Overlay, use the Old Document, New Document and Comparison tabs. Click Exit Compare when you're done.

When you compare two versions of the same sheet, the newer version is blue and the older version is red. In the overlay, anything only in blue was added and anything only in red was removed. When you compare two different sheets, the sheet you have open is red and the sheet you pick is blue, and Side by Side labels each side with its sheet name.

View sheet history

Every plan sheet has a full history log:

Step 1: Click the History (clock) icon next to the sheet in the Plans list, or click History in the Plan Viewer.

Step 2: The History Log lists all activity, newest first, including uploads, commits, superseded versions and edits, with who did it and when.

Use the history log to audit changes or to see when a version was last updated.

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