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Bronze 3 : Plan Basics

Welcome to one of the most powerful (and underrated) parts of the platform - Plans.

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This module will teach you how to upload and organize architectural plans, create structured rooms and spaces directly from the drawings, and link them to your finish schedule - all in a few clicks.

What You'll Learn

By the end of this module, you’ll be able to:

  • Upload and manage architectural plan sets

  • Tag pages and set plan types (e.g., floor plans, cover pages)

  • Define rooms, spaces, areas amd locations while viewing the plans

  • Apply plan scale and verify accuracy

  • Use snippets to generate images for presentation

Plan Basics

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