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

On a plan set, pick Markups in the dropdown next to the filename to switch to markup tools. This keeps the annotations sidebar open or hidden as it was; click Annotations on the right edge of the canvas to open the markup list. Regular PDFs and images open directly in markup mode without a mode dropdown.

Mark up a sheet

The default Navigate mouse tool lets you drag to pan around the pages and click a markup to select it. Choose Select to draw a selection box, move markups, or resize them.

  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.
    • Arrow — draw a straight line with an arrowhead to point something out.
    • Ellipse — draw a closed oval shape.
    • Cloud — draw a revision cloud around a change.

    The tool buttons are icon-only — hover one to see its name.

  2. Click on the plan to place points; double-click to complete a multi-point shape. Where offered, Finish in the floating bar also completes the drawing. Freehand draws while you drag, and Text places a note.

  3. Set the stroke Width in the toolbar before — or after selecting — a markup. Type a value or open the chevron for presets. Color is not a toolbar setting: draw the markup, then recolor it from the markup list.

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), then click Raise RFI. Foreman creates a numbered RFI, 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. You are taken to the project's conversation, where the selected participants can answer.

Layer markups into groups

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

  1. Click New folder at the bottom of the panel, then drag markups into it.
  2. Use a markup's eye toggle to hide it on the drawing — a folder's eye toggle hides everything inside it.
  3. Rename a markup or folder from its Options menu (clicking the name selects the row instead). Recolor a markup by clicking its colored shape icon, or from Change color in the same menu.

Manage sheets and plan files

Scroll down to move between sheets in the same file. Pinch, or hold Ctrl/Cmd while scrolling, to zoom around the pointer.

Click a sheet to make it the editing page. An unfinished drawing stays on its original sheet while you browse; scroll or use the page switcher to return to it, then finish or cancel it before starting on another sheet.

  • 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.
  • The page rail starts collapsed. On a multi-page set, use the floating page switcher at the top-left, or click its Show pages button to open thumbnails. Click any thumbnail to navigate, or narrow the rail with Search pages…. Hide pages collapses it again.
  • Rename a sheet from the rail: hover its row and click the pencil. Edit the single Sheet name field, then press Enter or click away to save; Escape cancels. Existing sheet numbers and titles are combined into that one name. While automatic naming is working, untitled rows read Naming sheets….
  • 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.

Return to pending AI takeoffs

Choose Takeoffs in the mode dropdown. When the open plan set has pending AI work, a small AI Takeoffs tab appears beneath Annotations. It remains available across the plan set's pages and when the sidebar is collapsed. Click it to reopen review; pending work is separate from the accepted takeoff list. AI review is part of takeoff mode, not a third choice in the tool dropdown.

Don’t see this?

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