ForemanFOREMAN

Plan markup and management

Mark up plan sheets with shapes, clouds, arrows, and text on layered groups — and manage multiple sheets and plan files in one editor.

The same editor that measures plans also marks them up. Switch to markup mode to draw notes on the drawing without touching your takeoffs.

Switch to markup mode

Pick Markups in the dropdown next to the filename — it slides open the Markups panel on the right and swaps the toolbar to the markup tools.

Mark up a sheet

  1. Pick a tool in the toolbar at the top of the editor:
    • Polygon — outline an area.
    • Freehand — sketch freely.
    • Text — drop a text note.
    • Line — draw a straight line.
    • Cloud — draw a revision cloud around a change.
  2. Click on the plan to place points; double-click (or press Finish) to complete a multi-point shape.
  3. Set the color and stroke Width in the toolbar before — or after selecting — a markup.

Note

Select a markup and click Create RFI in the bar above the plan to raise a numbered question about that spot. In the New RFI dialog, add the people in To, adjust the pre-filled Subject, and type your Question (optional) — Foreman numbers it (RFI-001, RFI-002, … per project), starts its conversation thread, and pins the region to the opening message. The region is a snapshot, so later markup edits never change what the people you asked see. The RFI shows up under Messages → About, and whoever you asked can answer it there — even if they're an outside architect or engineer.

Layer markups into groups

Markups live in the Markups panel on the right, organized into groups so you can show, hide, or color a whole set at once.

  1. Add a group and drag markups into it.
  2. Use a markup's eye toggle to hide it on the drawing.
  3. Rename or recolor a markup or group inline.

Manage sheets and plan files

  • Organize markups and takeoffs into folders in the right panel — group them however you like, and nest folders to keep separate sets on the same plan.
  • Use the sheet rail down the left to move across pages of a multi-page set — click any page thumbnail. Collapse the rail to free up space, and a floating page switcher appears at the top-left to step through pages.
  • Each plan file is its own upload in the project's Files — open any of them in the editor, and a takeoff can even span shapes across different plan files.

Don’t see this?

Markup and takeoff tools are for internal team members. External collaborators see the file but not the editor tools.