What makes Planfix good for BIM/CAD review?

Planfix combines task management, document flow, and controlled external access. Incoming files from email or messengers are converted into tasks, comments become actionable work, and approvals are logged. This gives BIM/CAD teams an end-to-end view of the review cycle, not just storage of drawings.

Can external partners leave comments safely?

Yes. You can give clients or contractors a Client’s Dashboard or a restricted interface. They will see only the tasks, drawings, and comments shared with them. Their replies land in the right task thread, so there is no need to forward emails or paste screenshots.

Can we reuse the same review flow across projects?

Capture all review requests, add version context with custom fields, break comments into subtasks, and publish the final drawing. Save that configuration as a template and reuse it for each new project or studio. This keeps teams working the same way and makes reporting easier.

How does Planfix help with audit and approvals?

Planfix supports granular roles, audit logs, and access to contacts and tasks. You can see who uploaded or approved a file, apply company structure for permissions, and store data on secure servers. This helps you prove who signed off which revision when clients ask for it.

BIM and CAD Review Management Software for Studios

Keep Reviews Structured and Auditable

Models, drawings, and PDFs arrive from email, messengers, and partners. Planfix turns each of them into a tracked task, breaks feedback into work items, and gives role-based access so project teams and external parties stay aligned.

Turn channels into tasks

Capture Every Update

New drawings and models become tasks with files attached for review.

Turn Comments into Issues

Long review threads become subtasks or checklist items for modelers.

Route to the Right Person

Planner lists and status rules send work to the right discipline.

Publish Approved Versions

Share final drawings through a client dashboard with audit trail.

Quick Win to Start

Take the next “updated drawings” email, let Planfix create a task, and place it on a Planner board in the “Needs review” list. From there it is tracked, assigned, and visible to the team.

Use Planner

For Capturing Reviews

For Breaking Down Comments

For Executing Fixes

For Publishing Versions

For Capturing Reviews

Every change is recorded and timestamped against the right project.

Files stay linked to tasks, not buried in chats.

Status history proves who did what and when.

See document tools

For Breaking Down Comments

Turn long markups into checklist items or subtasks.

Assign each item to a modeler with due dates.

Report by issue type or discipline later.

Checklists in Planfix

For Executing Fixes

Modelers see only their tasks with calendar-based deadlines.

Moving between lists can reassign to another specialist.

Second reviewer can confirm the fix before publish.

Work schedules

For Publishing Versions

Attach the final model or drawing to the task.

Set status to approved and notify partners.

Share through Client’s Dashboard safely.

Share externally

How the Flow Works in Planfix

Capture the review request, add version context, break feedback into tasks, route to executors, and publish the approved version. Save the setup as a template and reuse it across projects and studios.

Reuse as template

Review workflow steps

1. Capture request

Email, messenger, or webform creates a task with the attached file.

2. Add version context

Custom fields store project, discipline, revision, and supersedes links.

3. Break into tasks

Comments and screenshots become subtasks or checklist work items.

4. Route and validate

Planner lists reassign; calendars set due dates; second reviewer checks.

5. Publish version

Attach final file, set status to approved, and share to partners.

What the Finished Setup Looks Like

You have one system where every model or drawing update lands. Review cycles are visible, issues are structured, assignments are automatic, and approved versions are clearly marked. Reports show throughput by discipline and project.

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