PlanGrid Setup

Part 1: PlanGrid Registration

A registered PlanGrid account is required to retrieve the API key for authentication; or if a PlanGrid customer already exists, ask the account representative for the key.

Part 2: CMiC Setup

Step 1: Launch CMiC-PlanGrid Connect

Launch the CMiC-PlanGrid Connect application to complete the following three steps, which is launched using a URL in the following format:

<server>:<port>/<environment>/CmicPlanGridConnect/CmicPlanGridSync.jsp

Step 2: Enter API Key from PlanGrid

On the System Info section, enter the required information. Click [Save System Info] when finished.

NOTE: Before using the [Check Key] button, please ensure that PlanGrid certificates have been installed on the application server. The key validation procedure uses the information from the certificates.

Step 3: Create System Defaults

Under the Default Values section, shown above, enter the following:

  • The project role names to be created and assigned to project contacts to work with PlanGrid.

  • The issue default values to be used when the sync process creates issues in CMiC.

  • A value for the Attachment Status field for attachments that are coming over from PlanGrid.

Click [Save Default Values] when finished.

Under the Approved Submittal Status section, enter the statuses for submittals to be synced by selecting a status from the drop-down menu and clicking [Add Status]. Statuses can be deleted by clicking on the Delete () icon.

Step 4: Create PM Roles for PlanGrid

Create CMiC project roles with the same names entered in step 3 (see screenshot above) and assign them to the relevant users who will work with PlanGrid.

Comparative PlanGrid roles: