Tips & Techniques

Project Bulletins and Custom Reports

Construction Associations online planrooms provide the public with hundreds of project opportunities.  Using the tools within planrooms using PlanSource,  you can create a custom Bulletins and Reports of the projects you are interested in.

Click Here to view the User Guide for creating your own Project Bulletins and Custom Reports.

 



Online Planroom Opportunity Matching

Are you a member of a Construction Associations online planroom?  Searching through their large database of projects for one that suits your discipline can take hours.  Type your keywords into our Opportunity Matching system and let the planroom do the searching for you.  Built in notifications keep you up-to-date with relevant projects.

Click Here to view the User Guide for setting up your own opportunity notifications.

 



Electronic Mark-ups and Annotations 

The PlanSource online viewer provides you with 9 different annotating and mark-up tools so you can redline your documents online.

Click Here to view the User Guide for adding mark-ups to your project documents.

 



Print Ordering 

Do you ever need to have a hard copy of project documents on hand? Using the Print Ordering feature in the SourceViewer allows you to order a copy of some or all project documents.

Click Here to view the User Guide for Ordering Prints of Documents.

 



Downloading Documents 

Do you ever need to have a copy of project documents on your hard drive or network? Using the Download Documents feature in the SourceViewer allows you to save a copy of some or all project documents.

Click Here to view the User Guide for Downloading Documents.

 



Viewing PDF Documents 

You now have 2 options when viewing PDF documents in PlanSource.  You can view them online using the built-in SourceViewer, or you can choose to open PDF's locally in Adobe Acrobat Reader.

Click Here to view the User Guide for setting your PDF Viewing preferences.

 



Key Word Search 

PlanSource has made it possible to determine the exact location of a word or phrase in a spec book in seconds with the easy to use Key Word search in the SourceViewer.

Click Here to view the Key Word Search User Guide.

 



Print a Detail 

Did you know that you can zoom in and print a single detail to scale using our built-in SourceViewer? Zoom in on a detail and use Print Preview to print a scale copy on your office printer.

Click Here to view the User Guide for Printing and Annotating a Detail.

 



Print to Scale 

Printing a drawing to scale is easy using the PlanSource viewer. Click on the document to print and using the Print Preview, select the scale and click print!

Click Here to view the User Guide for Printing Drawings to Scale.

 



Online Take-Off 

Did you know that you can use PlanSource to do your take-offs? The measuring tools allow you to measure length, multi-segments and area and the counting tool helps you easily count objects without losing track of what you've already counted. Once you have finished, export all of your work into an easy to use spreadsheet.

Click Here to view the User Guide for the Online Take-Off Tools.