What you should know - PlanGrid Tutorial

- In this course, I'll be teaching you how to use PlanGrid to manage the submittals that we get on a construction project. Now managing submittals through PlanGrid is only possible when you purchase one or two add-on features to PlanGrid called Submittals and Automatic Submittal Log. So it's important to understand that in order to get these features, you have to first have a PlanGrid organizational account, then you have to contact PlanGrid customer support and purchase these additional add-on licenses and then they can enable them within your organization account. They also need to know a couple more things. One, once these features are enabled within your organization's account, you have to have admin privileges on the PlanGrid project in order to set these features up on each particular project. And two, you need to understand that the submittals features are only available in the web version of PlanGrid, so the PlanGrid web app. If you do need some more information on how to set up PlanGrid and establish projects within the PlanGrid app, I would encourage you to head on over to my other course here in the online library called Learning PlanGrid: Digital Construction Drawings. Once you've had the submittals feature enabled in your PlanGrid account, then you're able to actually start managing submittals within the PlanGrid app itself. Now what I want you to understand is there's actually two different add-on features. One called Submittals and one called Automatic Submittal Logs. These features can be purchased separately or together and embedded in your PlanGrid app. So I just want to make sure you understand how that all works together as a unit. When you purchase Submittals and you enable that in your PlanGrid project, you're actually able to manage the process and the workflow of assigning submittal packages, creating submittal items, having those reviewed and approved, and then publishing them to the project. And that's the process that I'll go in-depth in in this particular course. You can also purchase and enable automatic submittal log features. That's the process that allows you to take a project specification book, import that into PlanGrid, and then the automatic submittal log will create your submittal items within the submittals feature in PlanGrid itself. Now again, you can purchase these together or you can purchase them separately as standalone products. If you only purchase the Automatic Submittal Log product, then you'll be able to import your spec book and create items, but you'll create them as items that get listed in a spreadsheet and then you'll manage those submittals outside of the PlanGrid app. What we're going to talk about here in this course is using that and then managing those items and processing those items here within the PlanGrid app itself. Alright, now that we've got all that information out of the way, let's get started.