Managing and Using Tags

You can create your own tag groups and tags to get a personalized overview of the Masterplan. Tags allow you to categorize projects, placeholders, notes, and drill stops based on department or other criteria.

Managing Tag Groups and Tags

An Admin page is available for managing tag groups and tags (accessible to editors only).

You can:

• Create, update, and delete tag groups
• Create, update, and delete tags within each group

Each tag includes a title and a unique color per group. Deleting a tag group will also delete all its associated tags.

Assigning Tags to Items

A Tags tab is available for projects, placeholders, notes, and drill stops.

• Tags can be assigned per group, only one tag per group is allowed.
• Tags are optional and can be changed or removed.
• Deleted tags or tag groups are automatically unassigned from all items.
• All tag assignments and updates are tracked in the project history.
• Viewers can see all assigned tags.
• This feature works in both the main Masterplan and draft versions.

Color Coding by Tag Group

You can select a tag group to color the Masterplan view, making it easier to distinguish projects by department or category.

• The default coloring is based on crew.
• The legend updates automatically to reflect the selected tag group.
• Items without a tag in the selected group are marked as “Not tagged.”

Updated on: 07/01/2026