1	PLAN CENTRAL Project Administrator Guide
2	Effective Use of Plan Central This slideshow will demonstrate effective usage of the Plan Central Online Plan Room from the aspect of a Project Administrator.
3	Inviting users to view plans There are 2 effective ways to invite your subs to view plans and specs online. 1. send an invitation via Plan Central. 2. send a mass invitation providing all of the subs with the same username and password. IE: Username: subs@yourcompany.com Password: XXXXXXX
4	Invitation via Plan Central Log on to your account. Navigate to the project folder. Click permissions at the bottom. Under invite new user type the subs first and last names and their e-mail address. Click invite. An e-mail is automatically generated and sent to the address you entered with a username and a password. This user is automatically granted access to the project. If the user/sub already has an account set up select them from the list of current users and click grant access. An email is also automatically sent telling them that they have been invited to view a new project.
5	Mass Invitation Setup a generic account for your company on plan central and grant that account access to the project that you are bidding. Take note of the username and password for your new generic account. Send your invitation following your standard operating procedures for inviting subs to bid on a project and include the following: Username and password of your generic account Address of the plan central site http://repro.basicblueprint.com
6	Benefits and Drawbacks Via Plan Central When you invite subs via Plan Central everyone will have their own account which helps with the ordering process. You have to enter new users first name, last name and email address. Mass Invitation If subs are invited via Mass Invitation the subs can see the names and addresses of other users that have ordered drawings. Ordering may cause confusion in regards to who will pay for the prints since the sub is ordering the prints under your account they may expect that your company is paying for their prints/specs.
7	Permissions Screen for inviting users via Plan Central
8	Benefits and Drawbacks Via Plan Central When you invite subs via Plan Central everyone will have their own account which helps with the ordering process. You have to enter new users first name, last name and email address. Mass Invitation If subs are invited via Mass Invitation the subs can see the names and addresses of other users that have ordered drawings. Ordering may cause confusion in regards to who will pay for the prints since the sub is ordering the prints under your account they may expect that your company is paying for their prints/specs.
9	Revoking a users access If you need to remove someone from viewing a project you can do so by following these steps. Log-in to your Plan Central account. Navigate to the project’s folder. Click permissions. Select their name/email address from the revoke users list and click revoke access.
10	Info on the Permission Manager Some things to remember when you are in the permission manager are as follows: The folder that you are viewing before you hit permissions is the one that you will be granting users access to or revoking the access to. This includes any folder(s) that are listed underneath that folder. Plain and simple that means that if you are in xyz project and there are 5 other folder inside of xzy project then whomever you grant access to the xyz project will automatically have access to the 5 folders inside of xyz project. If you want all of your subs to view all of your projects just click on the folder that is your company’s name and then click permissions and grant or revoke access from there. If you forget what folder you were in when you clicked permissions you can find out from the permissions screen. At the top of the permissions screen there is red text that will tell you what folder you are in.
11	Project Information Page Screen
12	Project Information Page For each project you have you can create a project information page with pertinent bid information and/or scope of work. All that you have to do is create a word document. Enter the pertinent information and save this document as project.doc. Email the word document to dyoung@basicblueprint.com and advise what project it is for. If you prefer we have a template for the project.doc that you can use to enter the project information. Just request it via phone or email and I will send it to you. Feel free to replace our logo with your company logo at the top of the page.
13	Plan Holders List
14	Plan Holders List For each project you have the option of adding a plan holders list and making it visible or not visible. To activate the plan holders list you have to have the project information page active for that project. Then click on the notebook icon to the right of the main project folder. If you want to add a user to the list just click the add user + symbol and select that company from the list. You can also grant or deny users access to the Plan Holders List. To do this click manage users and find the users that you want to grant or deny then click the grant or deny button. To make the Plan Holders List visible to project administrators only click the manage project + symbol. Click Show Plan Holders List or Hide Plan Holders List.