Customize Plan Room Settings

Customizing plan room settings serves multiple purposes. In this procedure, the following tasks are being accomplished:

  • Select the folder path where relationship documents will reside. Relationship documents are Microsoft Excel® spreadsheets that define document relationships.
  • Define the Jump-To menus that will display in the plan room viewer, which allows users to “jump” between custom field values (i.e. Trade, Zone, Floor) within the selected document type.
  • Define the groups of information and order by which users will navigate to the files they need.
  • Enable relationships files so that the relationship document is active.

To customize plan room settings

  1. Go to the documents settings.

    2. For more information, see Access Documents Settings.

  2. Click the Plan Room Settings link.

    3. The Plan Room Settings page is displayed.

  3. Click the Menu Custom Field drop-down arrow and select the field you want to configure.
  4. Click Lookup to choose the folder where your relationship documents will reside.
  5. Select the Enabled check box to make this menu custom field available in the plan room.

    6. Update your document template to include the folder that will house the project relationship documents. This way you will not have to manually add these folders every time a project is created. Set the permissions of this folder to be accessible by the e-Builder Administrators and Document Controller role only.

  6. Define the Jump To menus by selecting three document custom fields from the drop-down arrows.
    7. Jump To Drop-Downs
  7. Define groupings by selecting three document custom fields from the drop-down arrows.

    8. The order in which you select the groupings matter. The top grouping will be the first grouping that the users see to navigate further to find the files they are looking for.

    Jump To Groupings
  8. In the Defined Relationships section, select the Enabled check box for each relationship file.

    9. For a detailed description of all the fields located on the Plan Room Setting Page, see Plan Room Settings Page Overview.

*This is procedure 3 of 7 in setting up the plan room. The next procedure is Define Project Access.