Helpful Hint: RFIs that are already imported into Projectmates will display with an Open link. Click Fetch RFIs link to get a list of RFIs from PlanGrid.Helpful Hint: Alternatively, you can type the name of your project in PlanGrid and select the autofill from the drop-down list. Click Select Project and choose from the drop-down list.After successful login, your user profile will show that your Projectmates account is connected to PlanGrid account. Helpful Hint: If this is your first time to connect PlanGrid to Projectmates, you will receive a prompt to login to your PlanGrid account. Click the Import… button and select PlanGrid.Click All Items to access the RFI log page.Access the RFI instance where you want to add Procore RFI items.Click on Const Mgmt tab to access the RFI tool.Drill into the project where you are working in Projectmates.How to import RFI items from PlanGrid into Projectmates: Step 1: Log into Projectmates. Helpful Hint: Once linked, you don't need to relink the accounts. Successfully logging in will establish a link between both accounts for importing. You will be prompted to login with your PlanGrid account. Click Get Access Token next to the PlanGrid option.In your Edit User Profile menu, click the External Credentials Tab.If you are already inside of a project, click on My Team > My Profile. This can be done by clicking My Profile if you are currently in the My Work or My Projects page. Linking your PlanGrid account to your Projectmates account:īefore you can begin importing items from PlanGrid into Projectmates, you must first link both of the accounts: Your browser does not support the video tag. To minimize double data entry, the PlanGrid integration will allow you to import RFIs and sheets into Projectmates. However, we understand that many owners, architects and contractors are also utilizing PlanGrid along with Projectmates. If you have markups waiting to sync when you choose to log out, you will receive a warning message.įor more information on sync errors and how to resolve them, please go here.Projectmates is an owner-focused construction program management software with a comprehensive set of tools to manage all aspects of a project. Please note: Logging out deletes all pending sync items. Keeping these markups while you continue working will prevent any following changes from syncing as well, so it isn't recommended. This is only recommended if you've reached out to Support for help and are waiting for assistance. Selecting "Cancel" will keep the errorred markup in your project. Click the blue "?" in the lower left for more troubleshooting assistance.ģ. This will erase any changes made to the project that are causing this error.Ģ. Discard the changes that are causing the error. If you are encountering a sync error in your PlanGrid for Windows app, you will have three options:ġ. Help! My Windows App is giving me a sync error! If your project has been updated, you will see an “Update” red badge on the project title. If you do not log out between sessions, the next time you open the app, you will be taken directly to your project list view. The app will not automatically log you out when closed, only when you manually choose to log out. Logging out of the desktop app is optional. To log out, click on the Settings icon in the lower left, and then click "Logout".Ģ. Once set up is complete click Launch, and log in as usual using your PlanGrid credentials.ġ. PlanGrid will then launch the setup process.Ħ. This will not jeopardize any of your work.ĥ. PlanGrid will ask you to uninstall the current version of the app, click OK. Run the PlanGridSetup.exe installer file, follow the prompts, and accept our terms and conditions to continue.Ĥ. Click here to download the latest version of the app.ģ. To install the latest version of PlanGrid for Windows, make sure PlanGrid is not currently open in any window.Ģ. Once downloaded, you can create a shortcut to PlanGrid on your desktop for easy access.ġ. If this is the case, please contact your IT department to have the PlanGrid Windows Desktop app installed on your computer.ģ. Please note: If your computer or tablet is managed by your company's IT, you may be blocked from installing the app. Click here to download the Windows app to your computer. The Surface Pro X is not supported at this time this device runs on the Microsoft SQ1 ARM processor rather than a standard 圆4 processor.Ĭlick here to see our storage recommendations for use with PlanGrid.ġ. To download successfully, These devices must be running a 64 bit processor. PlanGrid for Windows works great on any laptops, desktop computers, and tablets (including Surfaces) that are running Windows 10 or later (not compatible with Windows RT devices or Windows phones). User Account Control / Administrator Installations Downloading the PlanGrid for Windows Desktop App
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