Create a New Review

Review Planner

To create a new review, first enter a project. Once in a project, click the ‘Reviews’ button (Review Planner) on the left sidebar.


This opens the ‘Review Planner’ pane. To create a new review, click the ‘+’ button (Create New Review) in the top right corner of the review pane.



Next, select what type of Review you’d like to create. 



Add review details including Review Title, Due Date, Description, and add Assignees. For Documents & Drawings reviews, once you add the review details, click ‘Next’ and then you can select the pre-uploaded documents and/or drawings you wish to review. Once you’ve selected your documents for review, click ‘Finish’ to create your review.