Import a plan

A plan is the reference document on which you place your annotations. On the dashboard you import as many as you need, by drag and drop.

Importing a PDF

1. In the project, click Add a plan.
2. Drag your PDF files into the area provided, or click Browse files.
3. Check the summary, then click Import.

You can drop several files at once. Each shows its progress: preparing, queued, uploading, finalising.

Tip

You can leave the window during the upload. If you close the tab while media is still uploading, the browser warns you before you go.

A multi-page PDF becomes several plans

This is the point that surprises people most often. A plan always corresponds to a single page.

When you import a multi-page PDF, PhotoReport splits it automatically: an 8-page PDF becomes 8 separate plans, in document order. The confirmation screen tells you before the import starts, for example:

This PDF contains 8 pages. It will be added as 8 separate plans, one per page. You can rename or reorder them afterwards.

If you drop several files and some have multiple pages, the summary details the total: how many files go in, how many plans come out.

This is the same behaviour as on iPhone, iPad and Android.

Creating a plan from a photo

The drop area only accepts PDFs. To start from an image, for example a photo of a paper plan pinned up on site, use Plan from photo and choose an image file.

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

Rename, reorder, delete

Each plan card has a ⋮ button (visible on hover with a mouse, always visible on a touch screen). It offers Open, Rename and Delete. Right-clicking 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: choose Rename and type the new name.
• Reorder: grab the drag handle and move the plan. 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? Click 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 for now	Use Plan from photo for an image
File too large	Shrink the PDF, or split it before importing
Storage quota exceeded	Free up space or change plan. See Storage

Note

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