Overview
Plans are able to be uploaded and stored against Clients and Projects. As plans are altered different versions are able to be saved while archived versions are saved.
How to create a plan
Navigate to Plans/Permits on the left-hand tab bar
This will open the Plans section
Click +New
Select the Client from the drop-down menu
Optionally select the corresponding project
Choose the Plan Type. Clicking the + button will allow you to create a new plan type.
Enter the Plan code or Abbreviation
Create
Attach the document using the drop and drag box
Upload
This will become the new Active Document
Save