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Getting Started

Use this checklist to launch PlanSync with your team.

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1) Create or join a workspace

• Sign in through your PlanSync app URL
• Create a workspace or accept an invite link
• Confirm your email when prompted

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2) Create your first project

In the workspace, create a project and set:

• Project name and location
• Currency and measurement system
• Stage and delivery dates
• Operations mode (if your team uses O&M features)

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3) Add team members

Invite internal and external collaborators:

• SUPER_ADMIN: full workspace administration
• ADMIN: project/workspace management
• MEMBER: standard project access

For scoped access, assign members to specific projects.

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4) Upload drawings and files

• Create folder structures or apply templates
• Upload sheets/documents
• Open files in the viewer and start markup/collaboration

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5) Enable the right modules

Based on your plan and project setup, turn on modules your team needs:

• Issues
• RFIs
• Punch lists
• Field reports
• Takeoff
• Proposals
• O&M (assets, maintenance, inspections, occupant workflows)

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6) Invite clients to portal views

When ready, share project data using client and proposal portals, and occupant reporting links where applicable. Continue with Workspaces and Projects for setup details.