Workflows

See exactly how PlanOps gets the job done

Not a feature list - the actual steps to a finished outcome, with the heavy lifting done for you by AI assistants. Pick an outcome, follow the workflow, and see exactly which steps you do and which PlanOps runs for you.

Want to see the output before you sign up? The free RAMS review runs one of them in your browser - no account, no card.

15guided workflows

4outcome areas

45detailed guides linked

Getting Started~30 minutes2 steps4 one-time1 AI step

Connect SharePoint and put your documents to work

Your drawings, specs and reports already live in SharePoint. Connect it once and PlanOps keeps them in step — then reads them, so the project intelligence comes to you instead of you going hunting for it.

What you walk away with: SharePoint connected at organisation level, the right library or folder linked to your project, documents syncing on a schedule you chose, and the assistant already reviewing what came across — no migration, no duplicate filing.

Getting Started~30 minutes2 steps4 one-time1 AI step

Connect Trimble Viewpoint and put your documents to work

Your drawings, specs and reports already live in Trimble Viewpoint for Projects. Connect it once and PlanOps keeps them in step, then reads them, so the project intelligence comes to you instead of you going hunting for it.

What you walk away with: Trimble Viewpoint connected at organisation level, the right Viewpoint project linked to your PlanOps project, documents syncing on a schedule you chose, and the assistant already reviewing what came across, with no migration and no duplicate filing.

Getting Started~15 minutes4 steps

Get a new project ready for site

Go from an empty workspace to a project your whole team can work in — set up, populated and permissioned — in one sitting.

What you walk away with: A configured project with your team invited, roles assigned and access scoped correctly — ready for documents, drawings and site activity from day one.

Design & Change Control~10 minutes4 steps1 AI step

Assess the impact of a changed drawing

A revised drawing lands. Let PlanOps review it and raise the queries, then turn each change into a costed, owner-assigned record — before it becomes a disputed claim at final account.

What you walk away with: Every change from the revision captured as a typed event, costed with a confidence level, and linked back to the source drawing and its RFIs — defensible at final account.

Design & Change Control~5 minutes4 steps1 AI step

Compare two drawing revisions

A new revision of a drawing arrives. Get it into the project, see exactly what changed against the last version, and raise queries on anything unclear.

What you walk away with: The latest revision in the project, every difference against the previous version highlighted on the drawing, and any gaps or clashes raised as RFIs before they reach site.

Compliance & Assurance~10 minutes5 steps1 one-time2 AI steps

Assess a RAMS and link it to its package

Check a subcontractor's Risk Assessment and Method Statement against UK safety law and your project requirements, with the result held against a RAMS record tied to the subcontractor's work package.

What you walk away with: A subcontractor's RAMS checked against UK safety legislation and your activity requirements, with the gaps flagged and follow-up actions raised. The outcome is held against a RAMS lifecycle item linked to its work package and any temporary works, so the assessment is traceable and ready to defend at audit.

Compliance & Assurance~15 minutes7 steps1 AI step

Assess and create temporary works items

Work out what temporary works your project needs from the drawings and programme, then get a BS 5975 register entry raised for each one, ready to design-check, sign off and inspect.

What you walk away with: A temporary works schedule read out of your drawings and programme against UK guidance (BS 5975:2019, CIRIA, the TWf and HSE), with a compliant register entry created for each item. Every item carries its details, sign-offs under BS 5975, and links to the package and RAMS it belongs to, so the temporary works co-ordinator can see what needs designing, checking and inspecting — and you have a register you can defend at audit.

Compliance & Assurance~25 minutes4 steps1 AI step

Check project documents for compliance

Bring order to incoming documents and let AI check them against UK Building Regulations — so compliance gaps surface early, not at handover.

What you walk away with: Pending documents triaged and organised, analysed against the relevant regulations, with issues captured in a structured report you can act on and defend.

Compliance & Assurance~15 minutes3 steps1 AI step

Identify which activities need a RAMS

Screen your programme and work packages to find the activities that need a Risk Assessment and Method Statement before work starts, so nothing high-risk slips through unplanned.

What you walk away with: A screened programme with a RAMS lifecycle item raised for every activity that needs one — work at height, lifting, excavations, temporary works and the rest — each linked to its programme activity and work package. You know what RAMS to call for before work starts, with a record you can defend at audit.

Compliance & Assurance~25 minutes4 steps2 AI steps

Produce and accept a Construction Phase Plan

Turn the pre-construction information into a Construction Phase Health & Safety Plan, check it against CDM 2015, and accept the version the team works to.

What you walk away with: A Construction Phase Health & Safety Plan built from your project's documents, reviewed against CDM 2015 Regulation 12(2) with gaps closed, and marked as accepted so everyone knows it is the version to work to.

Compliance & Assurance~10 minutes to set up4 steps1 AI step

Review project documents each day

Run a daily document review so new and updated project documents are checked before the day starts. The report gives you a short record of what has changed and what needs attention.

What you walk away with: A repeatable morning check of the last day's new and updated documents, with an email alert when the review finishes and a report ready to discuss with the team.

Quality & Site Forms~5 minutes a day4 steps1 one-time1 AI step

Generate a daily site diary

Capture labour, plant, weather, progress and events on site each day, and let PlanOps turn every diary into a structured daily record — the feed that makes your monthly report write itself.

What you walk away with: A daily site diary captured on site — labour, plant, trades, weather, progress and events — and read automatically into a structured daily record, with any delays or issues flagged and follow-up actions raised. Do it every day and the month's record builds itself, so the monthly report pulls from real daily data instead of a memory scramble at month end.

Quality & Site Forms~15 minutes5 steps3 one-time1 AI step

Issue and close a hot works permit

Welding, cutting or grinding starting on site? Issue the permit, check the fire precautions, and close it out after the fire watch. Every permit gets a reference, a signature trail and a place in the register.

What you walk away with: A time-limited hot works permit with the fire precautions checked and signed before work starts, tracked while the work runs, and closed with the fire watch recorded - a complete record for the permit register and your insurer.

Quality & Site Forms~15 minutes to set up4 steps3 one-time1 AI step

Run a permit-to-work system on site

Put QR codes at the site office, let operatives request their own permits, and run the whole register from one dashboard - hot works, ladders and the rest, with a report at the end of each week.

What you walk away with: Operatives raise their own permit requests by scanning a QR code, site management approves with a signature, and every permit - open, expiring or closed - sits in one live register with a weekly report written for you.

Run your first workflow today

Every step you see here works on day one - included on all plans, with 50 free Intelligence Units to start. No credit card, no per-feature pricing.

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