Use these tips to work faster in New Plans & Specs.
Save views for your team
Set up the list the way you like it, then open the View menu and click Save Current View As.... To share a view, point to it under My Views, click the more (...) icon and choose Share with Team.... You can share with everyone in your company or with specific people.
Group and filter to find sheets fast
Use the grouping menu (it shows No Grouping by default) to group plans by Discipline, Status, Author or Version. Combine grouping with column filters or the Filters panel to narrow the list.
Publish, unpublish and rescan in bulk
Check several sheets in the Plans list and use the bar at the bottom of the page to Publish or Unpublish them all at once. During review, Re-Scan (any unpublished sheets) rescans every unpublished sheet in the upload. See RedTeam Flex - New Plans & Specs: Reviewing, Rescanning and Publishing Plans.
Check a sheet's history
Click the History (clock) icon next to a sheet to open its History Log. It lists every action taken on the sheet and its versions, who did it and when.
Compare versions
Open a sheet and click Compare, then choose Previous Version or Different Plan. Switch between Overlay and Side by Side, and use the Old Document, New Document and Comparison tabs to see what changed. 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.
