Plangrid
PlanGrid is a field-first tool that allows users to access plan sheets, documents, and models in a mobile or desktop environment. It includes the ability to perform task tracking and fillable forms for inspections and checklists from the field. PlanGrid users can access their project data including Tasks, RFIs, submittals, projects, and stay up to date with project tasks, deadlines, and the person responsible for such tasks in an easy-to-understand way.
With the PlanGrid connector, Toric users can:
- Process, filter, enrich, clean, and join PlanGrid data with other sources to efficiently track project and business progress
- Create automations to ingest PlanGrid data on a time or change basis, and achieve real-time data in dashboards and reports
- Group RFI’s by schedule, cost, and person, or filter data like tasks by deadlines to prioritize decisions accordingly
Configuration guide
Use our Configuration Guide to configure the PlanGrid connector in Toric.
Setup time: 30 seconds
Requirements
- Toric Subscription
- PlanGrid Subscription
- Web Browser (Safari, Chrome, Edge, Firefox)
APIs
API | Supported | Notes |
Tasks | ||
RFIs | ||
Submittals | ||
Sheets | ||
Users |
Don't see endpoints you are looking for? We're always happy to make new endpoints available. Request an endpoint here!
Integration Capabilities Supported by the Connector
Toric ingests data from PlanGrid via APIs, and we currently support data access to 5 endpoints including Tasks, RFIs, and Submittals. Please reference the data access table above for a full list.
Related articles
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Questions?
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Missing Documentation:
Security and Permissions
Specify permissions needed for Toric to access the connector's data
Permission | Description | Consent Required |
Diagrams and Flowcharts
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