Planning Review with poolarPROJECT
Establish Better Workflows for the Plan Review
Planning reviews, which are mainly based on emails and isolated file storage, cause manual coordination effort for plan versions, release processes and change logs.
The poolarPROJECT planning review digitally maps the entire inspection process in the central project space; plans and inspection instances are summarised in standardised inspection packages. Multi-stage processes enable precise allocation of the test points. The sequence of inspection steps can be set up in parallel or one after the other, depending on the project requirements.
Concept
Digital Planning Review for Construction Projects:
Automated. Transparent. Flexibly Definable.
Automation and
Workflows
Audit-proof
Transparency
Flexible Integration
and Customisability
Digital Workflow
Fully Integrated Planning Review:
Deadlines, Responsibilities, Comments and Documentation in One System
A clearly structured test run forms the centrepiece of the digital planning review. It specifies which plans are to be reviewed, who is involved in the process and which methodology is to be used. Our team’s many years of experience enable us to define the logic and test run steps individually and precisely – from the initial setup to the ongoing optimisation of the inspection process:
Individual modelling including all inspectors
The type of inspection – single-stage or multi-stage, parallel or sequential – can be flexibly customised and, if required, expanded to include additional inspection instances or specialist planners. Our team will set everything up with ease.
Deadline management
Working days, calendar days and regional characteristics are taken into account to enable realistic processing times.
Colour coding
Each inspector is given their own (stamp) colour so that comments and approvals can be clearly assigned.
In the digital planning review, test plans lay the foundation for all further steps. Relevant documents – such as architectural or TGA plans – are stored centrally and clearly versioned. This means that it is always possible to trace which status has been checked, which changes have been made and who made them.
Central file storage
All plans are managed in a clearly organised structure so that it is always clear which plan status is currently being checked.
Integrated display
The single view in the PDF viewer allows you to set test points and insert sketches or comments directly in the document.
Externally checked file
Files checked with an external programme can also be integrated into the digital test run by adding them as an attachment to a test point.
The digital workflows of poolarPROJECT ensure that relevant information is accessible in a wide variety of forms. On the one hand, the system sends automated emails to the inspectors at the touch of a button. On the other hand, test processes can be summarised at any time in the form of audit-proof PDF logs:
Email dispatch
Emails are generated from the project space, which means that both recipients and message content remain clearly defined and traceable.
Additional audit-proof documentation
All inspection steps and comments can be summarised in a standardised PDF at the touch of a button.
Clear PDF presentation
Basic project data, reviewers, status and approvals are listed in a structured manner in order to present even complex processes transparently on multiple pages.
The final PDF protocols are suitable for internal coordination or external dissemination or separate documentation.
Online Editor
Direct Checking of Plans with Useful Tools
Flexible Test Points with Text, Sketch and Appendix
Colours
Each reviewer is given their own colour so that all comments and approvals can be assigned immediately.
Drawing tools
Simple drawing tools allow you to add markers or notes directly on the plan to visually highlight critical areas.
Attachments
Additional documents or images can be added to each test point so that relevant information is available in a central location.
Automatically Generated Inspection Stamps
Stamp texts
The stamp text can either be standardised or adapted as required for each inspection step.
Stamp colour
The individual colour of the inspector is not only reflected in the respective test points, but also in the inspection stamp itself.
Logging
Once stamps have been set, they are recorded unalterably and thus contribute to a transparent and traceable inspection history.
PDF Difference Viewer for PDF Comparison
Visual support
Differences between two PDF versions are highlighted in colour so that changes are immediately visible. This makes it easier to identify critical points or potential planning errors.
PDF comparison
Two documents can be viewed simultaneously to avoid time-consuming switching back and forth.
Centralised plan and file storage
The viewer directly accesses the plans and versions stored in the project space.
The Planning Review proved to be enormously helpful for us throughout. In our project, we were able to save time because everyone knew exactly who had to check what and when. There was no searching or unnecessary waiting – the step-by-step allocation was automatic. The overview and logging of all inspection steps makes the whole thing complete and requires no further documentation. Jens Esslinger, Project Manager EEW Energy from Waste GmbH
Tasks and Transparency
Coordinate Test Runs More Easily
Save time, reduce communication problems and identify potential delays as early as possible – advanced tools reduce administrative effort and optimise project coordination.
Presentation and Traceability
of Tasks in the Dashboard
Current status at a glance
All tasks derived from the planning review are displayed in real time in the dashboard so that the current processing status is always visible.
Deadlines
Overdue tasks are highlighted in colour to clearly indicate priorities.
Direct links
Links to the respective plans or inspection packages enable direct access to the inspection process and reduce search efforts.
Project coordination
Responsibilities are clearly assigned, which facilitates coordination within the project team.
List View, Filters
and Search
Table view
A tabular display of all inspection packages ensures standardised reporting that provides transparency even for extensive projects.
Sort and filter
Data can be grouped, sorted and filtered according to status, creator, deadline or other criteria in order to find relevant information quickly.
Search
The integrated search function allows you to search through all entries, which speeds up the search.
Direct access
A click on the desired element leads directly to the detailed information, which facilitates the processing of inspection notes and tasks.
Reliable Traceability
Versioning
Plan versions are recognised according to flexibly definable file naming conventions and indexed so that it is possible to trace and compare which version was the most recent.
Seamless Recording
Processes completed by the auditor are recorded with date, processor and change content, so that a transparent and traceable change log is created.
Audit-proof
Logged processes (inspection steps with stamps, annotations, etc.) are logged in an audit-proof manner, i.e. stored unalterably and archived at the same time.
A Flexible Solution
Discover the Comprehensive Possibilities of poolarPROJECT
Monitor project cost trends, tasks, and progress in real time. Generate clear tables and lists at the push of a button. Work from your smartphone or at the office.
Basic Modules
The digital Workspace, with its structured Plan and File Storage, forms the centerpiece of collaboration in construction projects between all project participants. The Workspace follows the principle of a Common Data Environment (CDE) – a centralized platform for project-related information.
Digital, transparent, and structured review of plans, either directly in the online editor or via your own PDF files, including task and deadline tracking.
Efficient creation, linking, and tracking of meeting items and tasks with specific areas for different types of minutes.
Centralized collection of open and finalized decisions. The module ensures transparency of responsibilities and enables clear workflows instead of sprawling email chains across multiple approval levels.
Additional Modules
Digital review, commenting, and approval of invoices, change orders, and hourly work in structured steps – with clear status indicators, deadline tracking, and complete documentation of the approval processes.
Issue Manager according to BCF standards: Distribution, organization, and evaluation of BCF issues directly in the 3D model – regardless of the BIM software used.
Centralized collection, structuring, and maintenance of space-related information—including technical requirements, equipment features, and other project-specific parameters that can be freely configured.
Construction Site Tools
Recording, locating, and processing defects directly on the construction site—including photos, status tracking, and notification of the responsible trades.
Centralized, cross-trade documentation of construction progress – mobile recording and audit-proof storage, including weather data, photo documentation, and automated PDF reports.
Capture, tag, and manage photos—with a structured image database and powerful search and filter logic.
In addition to the browser version, some modules are also optimized for mobile use in the app of the same name, poolarPROJECT.