Import a plan

A plan is the reference document on which you place your viewpoints.

Importing a PDF

1. In the project, tap Add a plan.
2. Choose Import a PDF.
3. Select one or more files.
4. Check the summary, then tap Import.

Each file shows its progress. The import continues if you move to another screen.

A multi-page PDF becomes several plans

A plan always corresponds to a single page. So an 8-page PDF becomes 8 separate plans, in document order.

The confirmation screen tells you before the import starts, and you can rename and reorder the plans afterwards. This is the same behaviour as on iPhone, iPad and in the browser.

Photographing a paper plan

This is the most common case in the field: the plan is pinned to the site office wall and you do not have the file.

1. Tap Add a plan.
2. Choose Take photo, or Plan from photo to start from an image in your gallery.
3. Frame the plan flat on and shoot.

The plan is created under the name “Photo plan”, which you can rename right away.

Tip

Shoot square on and with good light: this is the background on which you will place every viewpoint, and a skewed plan makes locating things painful. If you get the PDF later, nothing is lost: import it as a new plan.

Rename, reorder, delete

Each plan card has a ⋮ button offering Open, Rename and Delete. Pressing and holding the card opens the same menu. The plan’s row in the project sidebar has its own ⋮ with Rename and Delete, and so does the Plan settings menu of an open plan.

• Rename the plan.
• Reorder by dragging. The order is the one your reports will use.
• Delete: the confirmation tells you what goes with the plan (its viewpoints, photos and audio notes). Changed your mind? Tap Undo in the bar that shows for 8 seconds, or restore the plan within 7 days from Project settings > Recently deleted. See Recently deleted.

If the import fails

Message	What to do
Only PDF files are accepted	Use Plan from photo for an image
File too large	Shrink or split the PDF before importing
Storage quota exceeded	Free up space or change plan. See Storage

Importing a plan needs a connection. Without a network the action is marked unavailable.

Note

Replacing a plan with a new version, keeping the viewpoints already placed, exists only in the iOS app. See Replace a plan.