01
Pin the location
Place the note directly on the relevant point of the DWG layout or PDF sheet.
Plan-linked field evidenceDWG + PDF
Keep every site note attached to the place it describes.
Place the observation on the drawing, add the written context and photo evidence, then keep the plan and note together. The recipient sees the location before reading a vague room description.
01Notes pinned to plans
02Photo evidence
03Statuses and annotation layers
04Observation reports
Why it matters
A photo without a location becomes another search problem.
Field photos often end up in a camera roll, message thread, or folder whose name no longer explains which wall, room, or detail was captured.
Plan-linked notes preserve the relationship between the observation and the drawing. They are designed for focused documentation, not for replacing a full project-management platform.
Capabilities
Build context while the site is in front of you
02
Add evidence
Attach written context and photos so the recipient can see both condition and location.
03
Prepare the report
Turn plan-linked observations into a structured handoff instead of rebuilding the story later.
DWG and PDF
Notes belong to the review, not the file extension
CAD / DWG
Notes on DWG plans
Keep the layout and layer context visible while the observation remains an independent review object.
PDF / PLANS
Notes on PDF sheets
Attach the note to the relevant page and location in a multipage plan set without changing the source PDF content.
Workflow
Capture the observation in four deliberate steps
- STEP / 01
Open the right plan location
Choose the current sheet or layout and zoom into the affected zone.
- STEP / 02
Place the note
Pin the observation exactly where the recipient should look first.
- STEP / 03
Add text and photos
Record what was found, why it matters, and the available visual evidence.
- STEP / 04
Export a readable report
Share the plan context and indexed observations as a clean handoff.
Product views
Location, evidence, and handoff stay connected
Verified boundaries
Focused field documentation, not team management
- PlanInspect does not provide live multi-user issue assignment.
- It does not automatically sync projects through a required cloud workspace.
- A note records review context; it is not an automated compliance decision.
FAQ / Site notes & photos
Common questions
Can I attach a photo to a note on a plan?
Yes. Professional note workflows can include photo evidence tied to the plan location.
Does this work with both DWG and PDF?
Yes. Notes and markups can be used in the review workflow for supported DWG drawings and PDF plan pages.
Can I create a report from the observations?
Yes. Report and export options turn the reviewed observations into a shareable handoff, depending on platform and access.
Is PlanInspect a full punch-list management platform?
No. It is a focused plan-review and field-documentation app without live team assignment or automatic cloud collaboration.
Practical guides
Pin the evidence before the context disappears.
Use the plan as the index for your next site observation.