--- title: Plan hub description: Plan Hub allows users to share specific files from a project with external stakeholders via a public link. This guide provides an overview of how to enable and configure Plan Hub --- [Skip to content](https://help.ressiosoftware.com/plan-hub#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Bid Management](https://help.ressiosoftware.com/feature-guides?hsLang=en#bid-management) # Plan hub ## Easily share project files, plan, and specs with vendors, field users or anyone using Plan Hub links or QR codes — no login needed, just organized access and full control. ### Overview Plan Hub allows users to share specific files from a project with external stakeholders via a public link or QR code. This guide provides an overview of how to enable and configure plan hub, enable specifications, control file visibility, and manage bid requests associated with plan hub links. --- #### Table of contents 1. [Enabling plan hub](https://help.ressiosoftware.com/plan-hub#Enabling) 1. [Add Descriptions or notes](https://help.ressiosoftware.com/plan-hub#add-descriptions-or-notes) 2. [Adding files to plan hub](https://help.ressiosoftware.com/plan-hub#Adding) 1. [Uploading files with a a tag](https://help.ressiosoftware.com/plan-hub#uploading-files-with-a-tag) 3. [Viewing and sharing plan hub](https://help.ressiosoftware.com/plan-hub#Viewing) 4. [Enabling Specifications](https://help.ressiosoftware.com/plan-hub#enabling-plan-hub) --- #### Enabling Plan Hub Enabling plan hub allows the plan hub to be visible by anyone who can access the public URL. To get started, navigate to the ***Project settings*** page within a job and select the ***Sharing*** tab. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/271f73de-bbdc-4d57-8fd9-3d7be3b08d9c/598fae2d-7a1e-4345-b308-8fa84377662c/images/49d0d42c-7155-44b3-a7b5-560915337bd7.png) ![Screenshot 2026-01-16 at 1.09.10 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-16%20at%201.09.10%20PM.png?width=670&height=420&name=Screenshot%202026-01-16%20at%201.09.10%20PM.png) Toggle on ***Plan hub*** to enable Plan Hub. 🎗️Plan hub is toggled OFF by default [\[back-to-top\]](https://help.ressiosoftware.com/plan-hub#back-to-top) --- #### Add Descriptions or Notes - Use the description section to provide job details or special instructions. - Click **Open in Rich Text Editor** to format your notes and make them easy to read. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/271f73de-bbdc-4d57-8fd9-3d7be3b08d9c/598fae2d-7a1e-4345-b308-8fa84377662c/images/d49efb9b-169e-489a-815d-e4e890aad8a6.gif) [\[back-to-top\]](https://help.ressiosoftware.com/plan-hub#back-to-top) --- #### Adding files to plan hub The files you add to plan hub are controlled with tags. Any amount of tags can be configured to be shared as part of plan hub. - **Manage Tags**: - Tags determine which files are shared via plan hub. - Navigate to the ***Company settings \>\> Tags*** page to manage your file tags - **Enable / disable tag sharing**: - For each tag, toggle the Plan hub sharing option: - **Enabled**: All files tagged will be included in Plan Hub. - **Disabled**: Tagged files will no longer be shared publicly. **![ezgif.com-video-to-gif-converter (5)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/ezgif.com-video-to-gif-converter%20(5).gif?width=670&height=377&name=ezgif.com-video-to-gif-converter%20(5).gif)** 🎗️There’s no requirement to include “Plan hub” in the tag name. Simply select or create relevant tags and enable them as needed. [\[back-to-top\]](https://help.ressiosoftware.com/plan-hub#back-to-top) --- Uploading Files with a Tag - Go to your ***Files*** tab. - Upload documents you want vendors to see (e.g., project plans, drawings, specs). - Tag these files with **Plan Hub** to ensure they appear automatically in the shared link. ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/271f73de-bbdc-4d57-8fd9-3d7be3b08d9c/598fae2d-7a1e-4345-b308-8fa84377662c/images/b6099f7b-342b-4271-8d2c-007b1635a63b.gif) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/271f73de-bbdc-4d57-8fd9-3d7be3b08d9c/598fae2d-7a1e-4345-b308-8fa84377662c/images/f851a29f-b198-4d9b-bc25-767c46953ff9.png) ![](https://usercontent.us.prod.clueso.io/21a483d2-7875-446b-939d-2666093fd4d7/271f73de-bbdc-4d57-8fd9-3d7be3b08d9c/598fae2d-7a1e-4345-b308-8fa84377662c/images/6cf07a59-98dd-450c-b381-5d4bc5589e2b.png) [\[back-to-top\]](https://help.ressiosoftware.com/plan-hub#back-to-top) --- #### **Viewing and sharing plan hub** After enabling plan hub, it can be viewed and shared at anytime by using the public URL / link or generating a QR code.  - **View plan hub:** After enabling Plan Hub, click the***View plan hub*** button to access the public page. - **Copy public link:** Use the provided ***Copy*** button to copy the public link for sharing ![Screenshot 2026-01-16 at 11.41.10 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-16%20at%2011.41.10%20AM.png?width=482&height=183&name=Screenshot%202026-01-16%20at%2011.41.10%20AM.png) ![Screenshot 2026-01-16 at 1.17.31 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-16%20at%201.17.31%20PM.png?width=670&height=230&name=Screenshot%202026-01-16%20at%201.17.31%20PM.png) ![Screenshot 2026-01-16 at 1.15.12 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-16%20at%201.15.12%20PM.png?width=496&height=223&name=Screenshot%202026-01-16%20at%201.15.12%20PM.png) 🎓 To learn more about generating a Plan Hub QR code, read and watch [Generating a Plan Hub QR Code for a Project.](https://help.ressiosoftware.com/how-to-generate-a-plan-hub-qr-code-for-a-project?hsLang=en) [\[back-to-top\]](https://help.ressiosoftware.com/plan-hub#back-to-top) --- #### Enabling Specifications Underneath the '**Plan Hub'** toggle, there is a option to enable Specifications. This allows for specification the project accessible to the public through the Plan Hub and the QR code. Hit the toggle to enable, by default specifications is off.  ![Screenshot 2026-01-16 at 11.28.38 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-16%20at%2011.28.38%20AM.png?width=670&height=408&name=Screenshot%202026-01-16%20at%2011.28.38%20AM.png) ❗The '**Specifications'** toggle will **not** appear unless the '**Plan Hub' is enabled**. Once Plan Hub is enabled, you will have the option of sharing specifications.  **Viewing the Specifications in Plan Hub** Specifications can be viewed through the plan hub once enabled. Hit the 'View Plan Hub' button to see what will be seen publicly.  ![Screenshot 2026-01-16 at 1.16.20 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-16%20at%201.16.20%20PM.png?width=670&height=296&name=Screenshot%202026-01-16%20at%201.16.20%20PM.png) Next to the '**Files'** tab will be a '**Specifications'** tab.  ![Screenshot 2026-01-16 at 1.35.30 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-01-16%20at%201.35.30%20PM.png?width=670&height=294&name=Screenshot%202026-01-16%20at%201.35.30%20PM.png) All information will be **READ ONLY** for the public and no financial information will be shared.  What is available for external stakeholders: - Searching - Filtering - Expand collapsing specifications - Ability to view files attached to choices   📹 To watch a quick video enabling selections, watch [Specifications Page in Plan Hub](https://youtu.be/L1UrHZ6IshY).    🎓 You can also generate unique QR codes from the Specifications tab based on filtering. To learn more read "[Generating a Plan Hub QR Code for a Project](https://help.ressiosoftware.com/how-to-generate-a-plan-hub-qr-code-for-a-project?hsLang=en)". ![download (15)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/download%20(15).png?width=670&height=306&name=download%20(15).png)   --- If you have any questions or need further assistance, contact our support team at **support@ressiosoftware.com**. 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