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How to Upload for iGUIDE Managed Services

Updated

Overview

When you complete a site survey as part of an iGUIDE Managed Services project, your capture data needs to be uploaded to an iGUIDE that has already been set up for you on the iGUIDE Portal. Rather than creating a new iGUIDE, you’ll assign your PLANIX App project to this existing iGUIDE so the data goes to the right place.

This guide walks through how to publish your project from the PLANIX App, assign it to the correct existing iGUIDE, and confirm the upload has finished before closing the app.

In This Article

Before You Begin

  1. Complete the site survey before you start the upload.
  2. Have your iGUIDE Portal login ready. You may be asked to sign in during the process.
  3. Know which iGUIDE to upload to. Your Managed Services Project Coordinator can confirm this if you’re unsure.

Uploading Your Project

  1. Open Projects. Select the Projects menu at the bottom of the PLANIX App, then locate your project in the project list.
  2. Publish the project. Press the 3 dots on the right side of the project and select Publish new iGUIDE.
  3. Sign in to the iGUIDE Portal. A new screen will appear and may ask you to log in to your iGUIDE Portal account.
  4. Choose Existing. Once you’re logged in, the Assign Project to iGUIDE screen will appear. Select the Existing button.
    • If the Existing button can’t be selected, contact the Managed Services Project Coordinator for your project and ask them to enable the button.
  5. Select the correct iGUIDE. A list of available iGUIDEs will appear. Find the correct iGUIDE and select the upload button on its right-hand side to begin uploading.
  6. Keep the app open until the upload is complete. The data will be uploaded and verified. Once the project shows Uploaded, it’s safe to close the app.

 

Frequently Asked Questions

Q: Why can’t I select the Existing button?
A: The Existing option needs to be enabled for your project. Contact the Managed Services Project Coordinator for your project and ask them to enable it.

Q: Should I select New instead of Existing?
A: No. For Managed Services projects, always upload to the existing iGUIDE that has been set up for you. If you don’t see an Existing option, reach out to your Project Coordinator rather than creating a new iGUIDE.

Q: I don’t see the right iGUIDE in the list. What should I do?
A: Don’t upload to a different iGUIDE. Contact your Managed Services Project Coordinator to confirm which iGUIDE your data should go to.

Q: Can I close the app while the data uploads?
A: Keep the PLANIX App open until the project status says Uploaded. Closing the app earlier may interrupt the upload and verification.

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