Plans, networks, and shared documentation

Plans represent floors, areas, workstations, and connections inside a library. They can be drawn from scratch or use a private image as a background. The same document can be shared in a controlled way with a linked customer or provider Company.

Availability: Professional and Company organizations can create plans; sharing requires Company mode, a linked counterpart, and Share documentation permission. Level: Advanced.

Purpose

Use a plan to record physical layout and operational relationships: boundaries, zones, labels, approximate dimensions, workstations, and networks. Every revision preserves a structured scene, so a specific object can be discussed or restored without flattening everything into one image.

Sharing supports review or maintenance with one specific Company without opening the full library or creating a public link. The authoring organization keeps ownership and is the only one that can publish.

Requirements

Edit documentation permission and Edit access in the category to create or change a plan.
A JPEG, PNG, or WebP background of up to 20 MiB and 50 megapixels, when starting from an image.
To share: a Company organization, Share documentation permission, and an already linked Related company.
The recipient Company must accept and assign access to one or more of its roles.

A symbolic Related company can have internal plans. It must first complete linking before it can receive a shared resource.

Create a plan

Under Documentation, choose a library and category.
Select New plan and enter its name.
Add a floor and configure its name, grid, and approximate scale.
Import a background image or drag boundaries and zones from scratch.
Add labels, dimensions, and the required objects.
Take the editing turn, save, and create a version before publishing.

A plan accepts up to 25 floors. You can hide or show them to work in layers and use vertical links to represent risers or connections between levels.

Work in the floor plan workspace

The canvas uses all available width and panels no longer take permanent space away from it. Use Structure to open floors, layers, objects, and resources over the left side. Selecting an object no longer opens another panel or covers the plan: direct editing appears first, while Properties remains available for exact values. That panel only presents data that fits the selection; for example, a zone has position and size, while ports and network type belong exclusively to a node.

The top bar keeps drawing tools in one scrollable line. Fit floor plan calculates visible bounds and frames the content with a short, even margin. Wheel zoom stays anchored to the point under the cursor, while the zoom buttons use the center of the view. For detailed work, Expand workspace turns the editor into a focused surface that fills the window and keeps keyboard focus inside the floor plan. Press Escape to close an open panel first and then leave expanded mode.

On phones and tablets, the canvas appears before configuration. Structure and Properties become bottom sheets with touch-sized controls; close them with their button, by tapping the backdrop, or with Escape. The same actions, floors, and layers remain available without pushing the plan several sections down the page.

Draw and correct objects

Choose Boundary, Zone, or Dimension and drag from the starting point to the endpoint. A click without travel is discarded: it leaves no point or tiny shape in the working copy. The lower status bar guides the gesture and reports pending changes; Escape cancels the current operation. A hidden or locked layer prevents creating, moving, resizing, changing properties, or deleting its objects, and explains how to fix it under Structure.

With Select, drag an object's body to move it. Boundaries and dimensions show one handle at each endpoint; zones show handles on all four edges and four corners. These controls resize the shape directly with a mouse, pen, or touch. They also accept the keyboard arrow keys; Shift accelerates the adjustment. Properties provides the same coordinates for precise numeric correction.

How to use opens a permanent in-editor guide with gestures, shortcuts, and a link to this article. Help remains available even after the contextual tour has been completed.

Add workstations and networks

The workstation selector shows assets owned by the authoring organization that match the library subject. The organization's own library shows workstations without a customer; a counterpart library shows those linked to that customer.

Each marker preserves the workstation name, operational code, icon, and status as a reference for that revision. If the workstation is later archived, the plan keeps its marker and displays a warning.

For networks, add nodes and ports and join them with straight or orthogonal lines. The first click sets the source and the second sets the destination; only network nodes and vertical links act as endpoints for new connections. Older plans keep historical connectors to other object types visible, but cannot create more of them. Cross-floor links represent continuity, but ReportArea does not discover devices or calculate routes automatically.

Share with another Company

Open the document and select Share.
Choose the linked Company, maximum level, and optional expiration.
Decide whether downloading, printing, and exporting are allowed.
The recipient Company accepts the invitation.
One of its managers assigns levels to its own roles without exceeding the received maximum.

The levels are View, Comment, and Edit. View shows the latest exposed published revision. Comment adds review revisions and shared discussions. Edit allows work on the working copy through turns, child creation, and file attachments within the granted scope.

If the document is about a counterpart, it can only be shared with that same Company. A document about the authoring organization can be shared separately with several linked counterparts. No recipient can forward it to a third organization.

Review as a team

Comments can target the document, a text range, or a specific object and floor. Choose the shared audience only for discussions the counterpart should see; internal comments remain inside the authoring organization.

A suggestion proposes a structured change. Applying it requires an editing turn and records activity in the working copy. The recipient Company cannot change the library, category, internal permissions, publishing, archiving, or the shared resource's rules.

Access can expire or be revoked. If linking between the Companies ends, ReportArea revokes the resource and releases external turns. Restoring the relationship does not reopen it: the author must create a new access grant and the recipient must accept it.

Export

A plan can be exported as SVG, PNG, JSON, or a print view. JSON can be reimported in the same tenant when its referenced backgrounds and workstations are still available. A page can be exported as Markdown and a manual as a combined print view or concatenated Markdown.

The shared resource's download option also controls printing, source access, and exports. When disabled, the recipient Company can only use the authorized view.

Practical example

Infrastructure documents two floors at a customer branch, places workstations, and draws links to the rack. It shares the plan with the customer at Comment level and without downloads. The customer assigns access to its Security role, which marks a zone and suggests moving a label. Infrastructure applies the suggestion during its turn and publishes a new revision.

Current limits

The editor is not CAD or BIM and its scale is approximate.
It does not rasterize PDF, import DWG, or calculate materials, power, IP addressing, or automatic cable routes.
It accepts 2,000 objects per floor, 10,000 per plan, and 100 points per object.
PNG export accepts up to 8,192 pixels per side.
There is no offline editing or simultaneous coediting of the same plan.