Using PlanGrid Integration with SiteView

TABLE OF CONTENTS

• Introduction
• Create PlanGrid Task from SiteView
• Create PlanGrid RFI from SiteView
• Access SiteView from PlanGrid Task or RFI
• Open Task or RFI in PlanGrid from SiteView
• Delete PlanGrid Tasks and RFIs from SiteView

Introduction

After linking corresponding PlanGrid and CupixWorks projects, you can:

• Create new PlanGrid RFIs or tasks and attach markups from SiteView
• Look up RFIs and tasks in PlanGrid and navigate to the exact SiteView location where they were created

Create PlanGrid Task from SiteView

To create a new PlanGrid task from SiteView:

1. From the annotations menu on the left, click the name of the annotation group you would like to add the PlanGrid task to > Add Annotation > PlanGrid > Task.
   Note: You must have an annotation group to create PlanGrid tasks. If there are no appropriate annotation groups in SiteView, you can add a new annotation group.
2. In the New PlanGrid Task window, enter the Title of the task and fill out all necessary fields.
3. Click Next to automatically create the task in PlanGrid and SiteView.

Create PlanGrid RFI from SiteView

To create a new PlanGrid RFI from SiteView:

1. From the annotations menu on the left, click the name of the annotation group to add the PlanGrid RFI to > Add Annotation > PlanGrid > RFI.
   Note: You must have an annotation group to create PlanGrid RFIs. If there are no appropriate annotation groups in SiteView, you can add a new annotation group.
2. In the New PlanGrid RFI window, enter the Title of the RFI and fill out all necessary fields.
3. Click Next to create the RFI in PlanGrid and SiteView.

Access SiteView from PlanGrid Task or RFI

Once a PlanGrid task or RFI is created from within SiteView, you can access the exact date and location of the SiteView where the annotation was generated to see the associated spatial context. You can do so by accessing SiteView from that specific PlanGrid task or RFI:

1. Within PlanGrid, navigate to and open the PlanGrid task or RFI of interest.
2. Open the SiteView deep link within the task or RFI.
   • For RFIs, this deep link will be located in the Question field by default.
   • For tasks, this deep link will be located in the Description field by default.

By following the deep link, the SiteView will open and initialize with the capture window and reference plan displaying the pano where the PlanGrid task or RFI was created.

Note: By default, this deep link leads to the exact SiteView geolocation and view direction where the PlanGrid task or RFI was created. If a new view is saved, the deep link will initialize with the newly set location and pano view.

Open Task or RFI in PlanGrid from SiteView

Just like how you can access SiteView from a PlanGrid task or RFI, you can select a PlanGrid annotation in SiteView and open it within PlanGrid.
To open a PlanGrid task or RFI in PlanGrid from SiteView:

1. From the annotations menu on the left, click on the PlanGrid annotation you are interested in, and click Open in PlanGrid.
   PlanGrid will open in a new tab, and you can select the task or RFI from the list with the issue displayed.

Delete PlanGrid Tasks and RFIs from SiteView

Users can delete PlanGrid tasks and RFIs from SiteView without removing them from PlanGrid itself.

To delete a PlanGrid task or RFI in SiteView:

1. From the annotations menu on the left, click the group name that contains the PlanGrid task or RFI you want to delete.
2. Click the name of the PlanGrid task or RFI > More > Remove from SiteView > Delete.