Plan Review And Approval With Task Tracking
Plan reviews conducted via email and using scattered file storage systems create a significant amount of work when it comes to version control, approvals and change tracking. Poolar.Project centralises the review process within the project workspace: plans and review instances are consolidated into review packages, review points are assigned, and approval steps are managed transparently. The actual plan review can be carried out flexibly using existing planning tools and then uploaded to Poolar.Project and stamped. It is even more convenient to carry out the review directly in the integrated online editor.
Poolar.Project
Digital Plan Review for Construction Projects:
Automated. Transparent. Flexibly Configurable.
Automation and Workflows
Audit-Proof
Transparency
Flexible Integration
and Customisation
Save Time, Reduce Communication Problems
„The planning review has proven to be incredibly helpful for us throughout the process. In our project, we were able to save time because everyone knew exactly who was responsible for reviewing what and when. There was no searching or unnecessary waiting – the step-by-step assignment happened automatically. The overview and logging of all review steps tie everything together and eliminate the need for additional documentation.“
Jens Esslinger, Projektleiter EEW Energy from Waste GmbH
Fully Integrated Plan Review:
Deadlines, Responsibilities, Comments and Documentation All in One System
A clearly structured review process forms the core of the digital plan review. It sets out which plans are to be reviewed, who is involved in the process, and which methodology is to be used. Our team’s many years of experience enable us to define the steps precisely:
Customised Modelling, Including All Reviewers
The type of review – single-stage or multi-stage, parallel or sequential – can be adapted to include additional review bodies or specialist planners. Our team sets everything up with ease.
Deadline Management
working days, calendar days and regional specifics are taken into account to ensure realistic processing times.
Colour Coding
each reviewer is assigned their own (stamp) colour, so that comments and approvals can be clearly attributed.
In digital plan review, review plans lay the foundation for all subsequent steps. Relevant documents – such as architectural or building services plans – are stored centrally and clearly versioned. This ensures that it is always possible to trace which version has been reviewed, what changes have been made and who made them.
Centralised File Storage
All plans are managed within a structure that provides clarity, so it is always obvious which version of the plan is currently being reviewed.
Integrated Display
The single-page view in the PDF viewer allows you to set review points and insert sketches or comments directly into the document.
Externally Reviewed File
Files reviewed using an external programme can also be integrated into the digital review process by attaching them as an annex to a review point.
poolarPROJECT’s digital workflows ensure that relevant information is accessible in a wide variety of formats. On the one hand, the system sends automated emails to the auditors at the touch of a button. On the other hand, audit processes can be summarised at any time in the form of audit-proof PDF meeting minutes:
Email Dispatch:
Emails are generated directly from the project workspace, ensuring that both recipients and message content remain clearly defined and traceable.
Additional Audit-Proof Documentation
All review steps and comments can be summarised in a standardised PDF at the touch of a button, if required.
Clarity in PDF Presentation
Basic project data, reviewers, status and approvals are listed in a structured manner to present even complex processes transparently across multiple pages.
The final PDF meeting minutes are suitable for internal coordination, external distribution or separate documentation.
Table
view A tabular display of all audit packages ensures consistent reporting, providing clarity even for large-scale projects.
Sorting and Filtering
Data can be grouped, sorted and filtered by status, creator, deadline or other criteria to find relevant information quickly.
Search
The integrated search function allows you to search through all entries, speeding up the process of finding what you need.
Direct Access
Clicking on the desired item takes you straight to the detailed information, making it easier to process audit comments and tasks.
Coordinate Test Runs More Easily With the Dashboard
Display and Traceability of Test Orders in the Dashboard
An Overview of the Current Status
All tasks arising from the plan review are displayed in real time on the dashboard, so you can always keep an eye on their current processing status.
Deadlines
Overdue tasks are highlighted in colour to clearly indicate priorities.
Direct Links
Links to the relevant plans or test packages allow direct access to the test process and reduce the time spent searching.
Project Coordination
Responsibilities are clearly assigned, which makes coordination within the project team easier.
Online Editor: Direct Review of Plans Using Useful Tools
Automation and Workflows
Automatically Generated Audit Stamps
PDF Comparison Viewer for Side-by-Side Comparison
Reliable Traceability
Identifying Potential Delays at an Early Stage
FAQs
Concise Answers to Questions About the Plan Review Function in Poolar.Project
Plan review involves the digital review, annotation, stamping and approval of drawings within the central project workspace. Drawing versions, review stages, deadlines and results are consolidated within a structured workflow, rather than being scattered across emails, individual documents and manual lists.
It reduces the coordination effort involved in dealing with plan versions, approvals and changes being sent back for revision. It provides planning, project management, the client and construction project management teams with a consistent overview of which plan has been checked, what comments have been made and what the current status is. The review can be carried out using either your own tools or the integrated online editor.
The plan review process combines version-controlled plan storage, a review workflow, task management and documentation within a single project workspace. As a result, the plan review becomes part of an end-to-end CDE process rather than being managed as a separate email or file storage process.
A test run determines which plans are to be checked, which stakeholders are involved, and the logic according to which the check is carried out. Depending on the project requirements, review steps can be set up as single-stage or multi-stage, and can run in parallel or sequentially. Traditional review using your own tools, without using the integrated online editor, is possible.
Review packages bring together the relevant plans and review stages into a clearly defined process. This makes it easier to manage, evaluate and document individual review processes – particularly in large-scale projects involving numerous plan versions and stakeholders.
Notes, sketches, comments and attachments can be added directly to the plan. This ensures that feedback remains technically accurate, clearly located and linked to the relevant plan version, which facilitates coordination between building design, specialist design and project management.
Inspection stamps can be generated automatically and assigned to the relevant inspection steps. Once stamps, comments and other inspection information have been entered, they are logged so that approvals and inspection decisions remain traceable at a later date.
Plan versions are identified using definable file-naming conventions and managed in a structured manner. The PDF comparison viewer also helps to highlight differences between two PDF versions and identify changes more quickly.
Tasks from the plan review are displayed on the dashboard and linked to their status, deadlines and responsibilities. List views, filters and search functions make it easier to locate outstanding review points, overdue tasks or specific review packages.
Yes. The integrated online editor allows you to edit documents directly within the PDF viewer. Checkpoints, markings, notes, sketches and supplementary attachments can be added directly to the document without having to take the review process out of the project workspace.