Projectmates is an owner-focused construction program management software with a comprehensive set of tools to manage all aspects of a project. However, we understand that many owners, architects and contractors are also utilizing PlanGrid along with Projectmates. To minimize double data entry, the PlanGrid connector will allow you to import RFIs and sheets into Projectmates from your existing PlanGrid account. 

Linking your PlanGrid account to your Projectmates account:

Before you can begin importing items from PlanGrid into Projectmates, you must first link both of the accounts:

1. Log in to Projectmates.
2. Click your name in the top-right corner and select My Profile.

   Helpful Hint: If you are already inside of a project, click on My Team > My Profile.

3. In your Edit User Profile menu, click the External Credentials Tab.
4. Click Get Access Token next to the PlanGrid option. You will be prompted to login with your PlanGrid account. Successfully logging in will establish a link between both accounts for importing.

   Helpful Hint: Once linked, you don't need to relink the accounts.

To import RFI items from PlanGrid into Projectmates:

1. Log into Projectmates and open the project you wish to import to.
2. Click Const Mgmt on the left-hand menu.
3. Click RFI and select the thread where you want to add PlanGrid RFI items.
4. Click More and select PlanGrid Import.

   Helpful Hint: If this is your first time to connect PlanGrid to Projectmates, you will receive a prompt to login to your PlanGrid account. After successful login, your user profile will show that your Projectmates account is connected to PlanGrid account.

5. Click Select Projectand choose from the drop-down list.

   Helpful Hint: Alternatively, you can type the name of your project in PlanGrid and select the autofill from the drop-down list.

6. Click Fetch RFIs link to get a list of RFIs from PlanGrid.

   Helpful Hint: RFIs that are already imported into Projectmates will display with an Open link.

7. Click the Import link next to the desired RFIs to pull it into Projectmates.
8. Imported RFIs are saved in Draft mode. Open the RFI, complete any required fields that were not imported and click Save & Finalize.
9. Once an RFI has been closed, you can post a response back to PlanGrid by accessing the RFI and clicking Post Response to PlanGrid.

How to import sheets from PlanGrid into Projectmates:

1. Log into Projectmates and open the project you wish to import to.
2. Click on Documents.
3. Click the Document Group, and then the applicable Thread/Left-Side menu.
4. Click to open the that contains the folder, or sub-folder, you want to import to.
5. Click the PlanGrid button in the top-right corner.
   
6. Click Actions, then click Import Sheets from PlanGrid in the drop-down menu.
7. Select a project, then click Fetch Sheets.
8. Check the box next to any sheets you want to import in. Checking multiple boxes will compress all of the sheets into a single PDF in Projectmates. 
9. Click Import after selecting your desired sheets.
10. A PDF of your import can now be found in that subfolder with date and time appended to the file. Click the pencil icon next to the file to edit its name in Projectmates, if desired.