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Using PlanRadar
AI Features
- Use the AI Assistant
- Fill Ticket Fields with Voice
- Create and Edit Forms with AI
- Create & Edit Ticket Report Templates with AI
- Get Document Insights with AI Assistant
- Search for Tickets with AI Assistant
- Create Ticket Filters with AI Assistant
- Search for Documents with AI Assistant
- Generate an AI Project Summary
- Privacy & Security for AI Features
Overview & Navigation
Create & Manage Tickets
- Create a Ticket
- Fill in the Form of a Ticket
- Set the Assignee & Receivers of a Ticket
- Set Status & Progress of a Ticket
- Set a Due Date or Extension Date for a Ticket
- Set, Change or Delete the Plan Position of a Ticket
- Change the Layer of a Ticket
- Comment a Ticket
- Lock a Ticket
- Sign a Ticket
- Use Sub-Tickets
- Quick Edit Tickets in Plan View in the Webapp
- Quick Edit Tickets in List View in the Webapp
- Edit Multiple Tickets at once in the Webapp
- Duplicate Tickets in the Webapp
- Copy & Paste Tickets
- Delete Tickets
- Dictate Text when Creating Tickets in the Mobile App
View & Find Tickets
- Tickets Plan View
- Tickets List View
- Tickets Calendar View
- Tickets Toolbar
- View Tickets of a Project, Layer or Form in the Webapp
- View Tickets of a Layer in the Mobile App
- View Tickets of a Favourite Form via the Quick Access Menu
- View & Edit a Ticket
- Track Activity on a Ticket in the Journal
- Search Tickets
- Filter Tickets
- Hide Closed Tickets
- View Read Receipts of Tickets
Ticket Attachments
Advanced Ticket Features
Ticket Reports
Project Reports
SiteView
- SiteView
- SiteView Quick Start Guide
- Activate SiteView in the Webapp
- SiteView Video Recording Time
- SiteView Hardware Requirements
- SiteView Plan Requirements
- Create a Run with the PlanRadar Mobile App
- View & Manage Runs
- View & Navigate 360° Images
- SiteView 360° Still Images
- Add Tickets to 360° Images in the Webapp
- Record a Run with the Insta360 App
- Upload a Run in the Webapp
Project Schedules
- Schedules
- View & Navigate a Schedule
- Create a Schedule
- Set or Change the Schedule Start Date
- Create, Edit or Delete a Phase
- Create, Add or Remove Tickets from a Schedule
- Create, Edit or Delete Dependencies
- Resolve Scheduling Conflicts
- Export Schedule as PDF
- Import & Export a Schedule from/to Microsoft Project and Other Software
Document Management
- Document Management
- Add & Manage Files/Folders
- View & Find Files/Folders
- Attach Documents to Tickets via Document Management in the Webapp
- View & Manage Favourite Files/Folders
- View & Filter Attachments of All Tickets in the Webapp
- View Activity Log for Files & Folders in the Webapp
- File/Folder Access Control
- Create & Manage File Versions
- Create & Edit Microsoft Office Documents in the Webapp
- Make Files Available Offline in the Mobile App
- Share Files with other Mobile Apps
- Documents by Layers