Creating Your First Plan

Welcome to PlanStudio! Let’s get you setup with your first plan 😊

Create a Campus

Start off by adding in a new campus to a existing or new client in your partnership. To create new clients, campuses building and floorplans click the pink Plus Button in the bottom right hand corner of your Plan Manager.

Campus Details

With a new campus created start filling out the details by editing the name of the campus at the top of the page. Next add in an image if you have an existing photo from the site or have something you want to use such as a client or business logo, alternatively leave this blank. Then click on the Locate Campus Button, this will take you into a satellite view where we can use the search bar up the top left corner to search for a business name or the address for the site you are working on.

Locate the Campus

With the correct site located, move white crosshairs so they are pointing at the building or buildings you want to include on the campus, ensure the whole site is roughly encapsulated within the area shown. You can do this by dragging the screen with your left mouse button or with your fingers on a touch screen device, you can also zoom in and out with either your scroll wheel or by pinching with your fingers on your touch screen. Clicking save will now put you back in the Campus Creation Screen.

The address for the campus will now be copied into the address bar, where you can edit or make any changes required, when you have the address set, this can be a good time to copy the address so you can use it again for your building details on the next step. When you are ready, click the Add Campus Button, which will then take you to the Campus Page where you have the options to edit and delete the campus you just created, as well as two tabs where you can change between viewing either all of the plans or all of the diagram’s setup in the campus.

Diagrams

The Diagrams Tab will show all the different diagrams and drawings you have setup so you can publish them all in one go as well as save and download any PDFs for diagrams. This will be empty for new users. In the Plans Tab we now have the option to go to our site plan or start setting up our buildings.

Add a Building

A campus can contain multiple buildings that each share the same site, each building could have many levels and floorplans, or a campus can simply be a single building with only one floor. To create your first building click the Pink Plus Button in the bottom corner, then fill the building name, address, and any other relevant details for your job.

Tip: If it is the same paste in the address you used from the campus.

You can then choose to upload a photo of the building if you already have one, if not leave this until you have visited the site and take a photo.

Adding a Floorplan

With the building created you can then start adding in your floorplans, again click the pink Plus Button, name the floor and then click the Add Floor Button.

In the new Floorplans Page you will then be given a few options on how you want to start your floorplan. You have the option to create it from scratch (this will create a plan with no geospatial data setup) which is only recommended for experimentation. You can import a PKF file that you have exported from another job, if for example you are moving a plan from one campus to another. You can also start by duplicating an existing floorplan from the building, this is the preferred option for setting up your plans in multi-story buildings once one floor has been drafted. The final option is the create from site plan option shown in the tutorial video above.

You are then be given the option to choose what type of site plan you want to use;

• You can choose to import a georeferenced image if you have one from a different map provider.
• You can use the capture street maps option which will import open street maps data which can be a good starting off point if you are going to be drawing your own site plan.

Recommended:

• Or use the satellite layer. This will then allow you to choose from a list of satellite providers available to you depending on your location, Bing maps will be selected by default
  • Choose your imagery provider then press the Next button.

Site Plan Setup

You are now taken into the Setup Site Plan Page where you can rotate the site plan image, so it lines up with your screen. To do this start by drawing a line along what you would like to be the bottom of your building, this will then rotate the screen allowing you to fine tune the angle by either entering a numerical value, resetting to the default rotation with north at the top of the screen, or rotating by 90 degrees. You can then also fine tune the rotation with these arrows on the side, when you are happy with the angle press the Done Button.

You will now be in the Plan Editor with the satellite image available in the background, the Plan Editor is the main drawing page Inside PlanStudio. Learn how to use the Plan Editor!