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:
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The project role names to be created and assigned to project contacts to work with PlanGrid.
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The issue default values to be used when the sync process creates issues in CMiC.
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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: