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12.02 Adding a Revision (Addenda) Set

Last Updated: 2022-06-13 15:04

We assume you added an initial (Original) Plan Set to your project when you created it, see Related articles if you need a refresher on adding the initial Plan Set.

As you work a project, you may be provided "revision" sets of plans - plans that update previously issued project files. This article covers how to add that Plan Set, and the next article covers the critical step of matching those revisions.

 

Over the course of a project, you may receive additional, updated Plan Sets, often more complete/finalized, that may include changes from the initial set or may be options to the initial Plan Set. These "revisions" to a Plan are related to the Original Plan, so you'll want to organize them accordingly. Below, we walk you through adding additional Plan Sets so we can demonstrate how you match updated drawings (Revisions) to early versions of drawings.

On the Project and Bids List, expand the Project to which you want to add a Plan Set

Click on the Plan Organizer button for the Bid to which you want to add the Plan Set. The Plan Organizer opens (we made the Plan Organizer wider so we could see all the columns).

Shared Plan Sets
As a reminder, any Plan Set you add to any Bid in a Project is available to every other Bid in the Project, but it does not necessarily have to be active in every Bid in the Project. See Related Articles for more information how all the Bids in a Project share the same Plan Sets.

The Plan Organizer opens in "locked" mode, click the Edit Plan Organizer button in the lower-right corner to unlock it.

Project and Bids List with Plan Organizer Open

As you can see, there is only one Plan Set in this project. Remember, all bids under a project share access to the same Plan Sets although every Plan Set does not need to be "active" in each bid. This is why the Plan Organizer button is associated with the bids, not the project - because when you add a Plan Set, it automatically is activated for the bid from which you opened the Plan Organizer, but not for other bids in the project.

Click the Add Set button Add Plan Set button in the toolbar at the top of the Plan Organizer.

In the Plan Set Editor screen, click the Select Folder button (the program displays a prompt pointing to the button), the Browse for Folder dialog box opens.

Plan Set Editor with browser for folder dialog box open

Browse to where your Addendum files are located - be sure to select the folder whose entire contents you want to add.

The program imports the addendum plans - in our example, there are only two plans in this Set.

Plan Set Editor showing two new Plans

Caution
When you add Revision Sets, you need to rotate them to match the existing Plans. Once a Plan Set is saved, you can rotate the entire Page on the Takeoff Tab, which includes all the takeoff and annotation on the Page in 90 increments° , and you can rotate the Plan (the underlying drawing) 180° or flip it - you cannot adjust a Plan's orientation after it is saved.

stop sign Do not click OK! You need to match these Plans to their existing, previous versions or the program will create new Pages for them.

Because both plans in our new Plan Set are revisions of existing plans in our project, we do not have to update their names or Sheet Numbers. If we were creating new Pages, we would want to do that. See Related Articles for details on why it is important to name your Pages properly.

previous article arrow Editing an Existing Plan SetMatching Revisions When Adding the Revision Set next article arrow



 

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