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Enable PlanGrid in eSUB

Overview

eSUB Executive Administrators can enable PlanGrid with their eSUB account.

PlanGrid Integration allows users to:

  • Attach PlanGrid snapshots to eSUB documents
  • (optional) Synchronize PlanGrid and eSUB RFI's

Requirements for PlanGrid Integration:

  • Active PlanGrid subscription
  • PlanGrid API Key
  • eSUB Executive Administrator user level
Table of Contents

Enable PlanGrid Integration

  1. Go to Navigate > Administration > Company Setup > Company Preferences > PlanGrid
  2. Select the Enable PlanGrid check-box
  3. Enter your PlanGrid API Key in the API Key field
  4. (optional) Select the Enable RFI Synchronization check-box
  5. Select Save Data 

Associate eSUB Project to PlanGrid Project

User must enable PlanGrid Integration before proceeding.

  1. Go to Navigate > Administration > Company Setup > Company Preferences > PlanGrid
  2. Select Project Mappings
  3. Select the desired eSUB project in the eSUB Project drop-down menu
  4. Select the desired PlanGrid project in the PlanGrid Project drop-down menu
  5. Select Associate 

Attach PlanGrid Snapshot to eSUB Document

  1. Select the Attach (paperclip) icon on any document that supports attachments 
  2. Select PlanGrid 
  3. Select the check box on the desired snapshot(s)
  4. Select Attach Snapshots 

Enable PlanGrid RFI Integration

Click Here to view the associated Help Center article

Launch PlanGrid from eSUB

Select the project, then:

A. Select PlanGrid from the top menu bar

OR

B. Select the PlanGrid icon

 

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