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Setting up PlanRadar
Account Management
Project Setup
- Create & Edit a Project
- Manage Project Details
- Manage Forms of a Project
- Manage Layers of a Project
- Upload Plans to Layers
- Update Plans
- Upload & Manage BIM Models in the Webapp
- Delete Old Plan Versions in the Webapp
- View & Compare Plan Versions
- Manage Users of a Project
- Manage Groups of a Project
- Configure Working Days in the Webapp
- Customise Project Detail Fields
- Delete Projects in the Webapp
- Use Project Templates in the Webapp
- Duplicate a Project in the Webapp
- Archive a Project in the Webapp
- Export a List of All Projects in the Webapp
- Export a Project in the Webapp
User Management
Forms
Lists
Approval Workflows
Ticket Report Templates
- Create Basic Ticket Report Templates
- Add Replacement Tokens to Ticket Reports
- Manage Ticket Report Templates
- Restrict Ticket Report Templates to Specific Projects
- Create Advanced Ticket Report Templates
- Manage Pages in Ticket Reports (Advanced)
- Formatting Text in Ticket Reports (Advanced)
- Add Dynamic Attributes to Ticket Reports (Advanced)
- Add Ticket Tables to Ticket Reports (Advanced)
- Use Sample Ticket Report Templates (Advanced)
- Create Excel Templates for Exporting Tickets