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Learning Path Courses:

  • 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

  • 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?
    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

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