Upload a plan
Plans are PDF files. Each file can be up to 50 MB. You choose which pages of the PDF to upload, and each page becomes its own plan.- Phone
- Computer
1
Open the project's details
Tap the project’s name at the top of the screen. Scroll down to the key plans list.
2
Pick your PDFs
Tap Add new plan and choose one or more PDF files.
3
Choose pages
Under Select pages, tick the pages you want, then tap Continue.
4
Name your sheets
Give each sheet a name. Hold the grip and drag to change the order. Tap Upload.
Each plan needs its own name. OnSite marks any name that’s already used in the project. Change it before you upload.
Manage plans
This is phone only. In the project’s details, the key plans list shows every plan.- Preview a plan: tap it. Tap View full screen to open it in the Keyplans tab.
- Change the order: tap Edit order, drag the plans, then tap Done.
- Rename, replace or delete: tap … next to a plan, then choose Rename, Replace or Delete key plan.
View a plan
- Phone
- Computer
Open the Keyplans tab. The plan’s name shows at the top. Tap the arrow next to it to switch plans. You can search by name with Search plans.Pinch to zoom and drag to move around the plan.
Open a pin
There are two kinds of pin: photo pins and task pins.- Phone
- Computer
Tap a pin. A photo pin opens Photo details, with who took the photo and when. Tap the photo to see it full screen. A task pin opens Task details.
Pin a photo to a plan
You can pin photos, but not videos.- Phone
- Computer
When you send a photo. Take or choose a photo in a chat. If the project has plans, they show at the top under Pin Image to Plan. Tap a plan, tap the spot on the plan, then confirm. A small plan appears on the photo. Tap it to open Manage Pin, where you can Edit pin location on plan or Delete the pin. Then send the photo.A photo that’s already shared. Open the photo full screen and tap Pin to Plan. Choose a plan, tap the spot, then confirm. You can pin a photo you sent. Project admins can pin anyone’s photo.
Give a task a location
A task’s location is a pin on one of the project’s plans.- Phone
- Computer
Open the task and tap Location. Choose a plan, tap the spot, then tap Save.If you create a task from a pinned photo, the task gets the photo’s location. See Tasks.