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Learning Path Courses:

• Managing Photos and Attachments for PlanGrid

  
  
  
  

  
  

  The material presented in this course helps you gain an understanding of the following topics:

  · Add and manage your progress photos in PlanGrid

  · Use the snapshots tool

  · Data associated with photos

  · Upload and manage documents

   

  Approximate Duration:  10 minutes

   

   

  
  

• Navigating the Mobile PlanGrid App in the Field

  
  
  
  

  
  

  The material presented in this course helps you gain an understanding of the following topics:

  · Managing the PlanGrid Mobile App for iOS Devices

  · Navigating the PlanGrid Mobile App

  · Accessing Projects on Mobile Devices for PlanGrid

  · Viewing and Marking Up Documents on PlanGrid Mobile App

  · Locking the Markup Tool for PlanGrid on iOS

  · Viewing and Adding Comments on PlanGrid Mobile App

   

  Approximate Duration:  10 minutes

   

   

  
  

• Getting Started in PlanGrid

  
  
  
  

  
  

  The material presented in this course helps you gain an understanding of the following topics:

  · What is PlanGrid?

  o Learn about the basic features and functions of the construction productivity software at a high-level

  · Create a user account

  · Log-in to PlanGrid

   

  Approximate Duration:  2 minutes

   

   

  
  

• Managing Your PlanGrid Projects

  
  
  
  

  
  

  The material presented in this course helps you gain an understanding of the following topics:

  · Create a new project in PlanGrid

  · How to include your company logo on projects

  · Change a project name or other information in PlanGrid

   

  Approximate Duration:  4 minutes

   

   

  
  

• Project Settings in PlanGrid

  
  
  
  

  
  

  The material presented in this course helps you gain an understanding of the following topics:

  · Generating as-builts, drawing logs and document logs

  · Creating a project duplicate

   

  Approximate Duration:  10 minutes

   

   

  
  

• Managing Sheets and Versions in PlanGrid

  
  
  
  

  
  

  The material presented in this course helps you gain an understanding of the following topics:

  · Upload Process for Sheets and Version Management

  · Get to know the Web Sheet Viewer

  · How to overlay sheets

  · Share (export), save and print sheets

  · Search and filter sheets

  · Download multiple sheets from the sheets page

  · Mark-up, view and add comments to sheets

  · Learn how to utilize Mentions

  · Use the Measurement Tool

  · Hyperlinking

   

  Approximate Duration:  10 minutes

   

   

  
  

• Enabling BIM in PlanGrid

  The material presented in this course helps you gain an understanding of the following topics:
  What is BIM for the Field?
  Accessing the Revit plugin for PlanGrid
  Utilizing the BIM 2D Viewer
  Utilizing the BIM 3D Viewer

  AIA (USA) Accreditation
  Eagle Point Software AIA CE Provider Number 404109445.
  Course Number EBP001 – Enabling BIM in PlanGrid AIA (USA) – Earn 1 AIA (USA) LU. This course is eligible for AIA Continuing Education Credits. 

  Approximate Duration: 10 minutes

• Team Management in PlanGrid

  
  
  
  

  
  

  The material presented in this course helps you gain an understanding of the following topics:

  · How to best manage your team in PlanGrid

  · Add a new team member to a project

  · Remove yourself from a project

  · Create Groups

   

  Approximate Duration:  10 minutes

   

   

  
  

• Field Reports in PlanGrid

  The material presented in this course helps you gain an understanding of the following topics:
  Fill out, edit, sort and submit reports
  Daily Reports
  Automatic Weather Reporting
  Exports, download and print Field Reports
  Understand field report permissions and daily reminder emails
  Optimize your forms
  PlanGrid Smart Fields
  Generate a Field Reports Log
  Archive Submitted Reports

  AIA (USA) Accreditation
  Eagle Point Software AIA CE Provider Number 404109445.
  Course Number FRP001 – Field Reports in PlanGrid AIA (USA) – Earn 1 AIA (USA) LU. This course is eligible for AIA Continuing Education Credits. 

  Approximate Duration: 15 minutes

• Advanced RFIs for PlanGrid

  The material presented in this course helps you gain an understanding of the following topics:
  Roles used in RFIs
  Drafting RFIs
  Sending, Answering and Distributing RFIs
  Select RFI Defaults

  AIA (USA) Accreditation
  Eagle Point Software AIA CE Provider Number 404109445.
  Course Number ARP001 – Advanced RFIs for PlanGrid AIA (USA) – Earn 1 AIA (USA) LU. This course is eligible for AIA Continuing Education Credits. 

  Approximate Duration: 5 minutes

• Submittals for PlanGrid

  The material presented in this course helps you gain an understanding of the following topics:
  Roles Used in Submittals
  Automatic Submittal Log
  Create and Review Submittals
  Assign Groups in Submittals
  Understand Markups for Submittals
  Create custom PDF Submittal Reports

  AIA (USA) Accreditation
  Eagle Point Software AIA CE Provider Number 404109445.
  Course Number SPG001 – Submittals for PlanGrid AIA (USA) – Earn 1 AIA (USA) LU. This course is eligible for AIA Continuing Education Credits. 

   
  Approximate Duration: 10 minutes

• Using Tasks for PlanGrid

  
  
  
  

  
  

  The material presented in this course helps you gain an understanding of the following topics:

  · View, create and edit Tasks

  · Tasks Lists

  · Customize Your Task Stamps

  · Create Detailed Task Reports

  · Import Tasks in Bulk

  · Delete and Archive Tasks

   

  Approximate Duration:  10 minutes