Use Plans and Drawings

The Plans and Drawings solution delivers a set of capabilities that help you index record drawings, associate a geographic extent with each drawing, and provide access to a catalog of plans and drawings in the office or the field.

In this topic, you’ll learn how to use the solution by assuming the role of a user and performing the workflows below.

Note:

Use your organization's data or configured apps to follow these workflows.

Index plans and drawings

First, you will assume the role of a public works engineer. You need to index a record drawing submitted for a recent project.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Plan Index app.
2. To create a new plan, click the Plans and Drawings template.
3. Click the map to draw the geographic extent around the project location, and then double-click to finish drawing the polygon.

   Note:

   You can use the Search widget to quickly update the map extent to desired addresses, place-names, or locations of existing projects.

4. After you draw the geographic extent, you are prompted with a Plans Index form.
5. Complete the form with as much information as possible.

   Tip:

   In the Document Path text box, type a URL or other resolvable file path to your organization's existing document repository solution.

   In the Document Location Description text box, describe the physical location if documents are not stored in a digital format with a resolvable document path, link, or URL. For example, type Public Works Building, 2nd Floor in the 2022 Projects cabinet.

6. Scroll to the Attachments option.

   Note:

   The Attachments option is useful for uploading before-and-after photos related to the project and other relevant project media.

7. Optionally, add attachments.
8. Click Create to complete the indexing workflow.

View plans and drawings

After they are indexed, record drawings can be accessed from the office or the field. Now, you will assume the role of an engineer at a local utility who needs to access pertinent plans and drawings while in the field on a site visit to a new infrastructure project.

1. In a browser, sign in to your ArcGIS organization, and then browse to the Plan Catalog app.

   Note:

   You can use the Search widget to quickly update the map extent to desired addresses, place-names, or locations of existing projects.

2. On the map, click a project extent.

   A pop-up with more information about the project appears. In addition to providing project information, the pop-up includes a Document ID link, if available.

3. If available, click the Document ID link to open the referenced plan or drawing associated with this project.

   The link opens in a new browser tab.