Plan Viewer

Step-by-Step guide to set up and use Plan Viewer

Overview

The Plan Viewer provides powerful seamless collaboration and accurate record-keeping throughout an asset’s lifecycle by integrating storage and display of historical photos, 360° images, documents and video uploads. This tool enables users to access site documentation, track project progress, and place Points of Interest (POI) Markers for enhanced navigation, improved comprehension and a more engaging user experience.

When to use it

• Project Progress Tracking: Capture and compare 360° photos over time to document site changes and validate construction milestones.
• Spatial Documentation: Place POIs with metadata like paint colours, supplier details, and installation records.
• Evidence & Compliance: Store warranties, insurance claims, and induction information for easy access and reference.
• Collaborative Planning: Share and review up-to-date site documentation with project teams and stakeholders.

By leveraging the Plan Viewer, users can gain a comprehensive visual record of their site, ensuring transparency, efficiency, and accuracy throughout the asset lifecycle.

How to use it

In the below guide we will cover off how to:

• Create a New Plan Viewer
• Using Coordinate Systems
• Managing Survey Markers
• Uploading Media: Single File
• Uploading Media: Multiple Files
• Editing & Deleting Media Files
• Moving Markers
• Image Viewer Guide
• Side-by-Side Viewer Guide

Create a New Plan Viewer

 

To Create a new Plan Viewer app, click Manage Asset on the Left Control Panel to drop-down the selection options then select Applications

Click on the green Add Application button. A Pop-Up screen will appear, name the application, then click the Plan Viewer icon. Once you're happy with the name, complete by clicking the Add Application button on the bottom right corner of the pop-up screen.

Next, use Map SAS URL to select what plan file you will use for the base Plan View this can be files such as a PDF, jpeg or png. This file can be selected from an already saved file in your VAULT File location, saved file or from a SAS URL File.

Next, select if you want the ability for images to automatically locate using their meta data by selecting the preferred Coordinate System. (Note: we will explain the Coordinate Systems further in the next section).

 

 

Show on Map You Also have the ability to select to hide from the platform map completely and have it only visible from the “Left Control Panel”.

Or, if you wish to show the Plan Viewer in a specific location on the map, you can select Specific Location Then input the Latitude and longitude coordinates

To complete select Create at the bottom of the screen.

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Coordinate System - GPS

In the following section we are going to explore utilising GPS as the Coordinate system. This will allow the Plan Viewer application to be presented on the map in the correct orientation. Also this will allow media files with GPS meta data to auto locate on the plan when uploaded.

Click on the Coordinate System box:

Then scroll down and select GPS. Also, ensure you select the same coordinate option in the Vertical Datum section (in this example it will be GPS)

Once complete click the Create button.

Once you select Create you will now see your newly created Plan Viewer application in the Left Control Panel.
Your next step will be to manage your Survey Markers. Survey Markers provide the GPS points of reference to automatically locate your image data on the base plan.

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Manage Survey Markers

To do this, first open the Plan Viewer Application by selecting the app on the Left Control Panel or the new PlanViewer App on the map.


Next, select the Edit Drawing button

Then select Geo-Location Settings.

A Pop-Up will appear the first time with a brief instruction note about Survey Markers. You can select to not show this again or just select OK for the next step.

Next, you will select Add Survey Marker. 

Then click the point of reference on the plan where you have the coordinate for.

Ensure you select Save when completing each Survey Marker. A Blue Marker will appear when saved.

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Uploading & Managing Media - Single File

Media files in Plan Viewer can be uploaded either individually or in bulk. A file needs to be located in a POI (Points of Interest) marker which can either be added at the time of upload or added to an existing location marker.

First, we will cover of Adding a new POI Marker and saving a media file:

To get Started 

First click the Edit Drawing Button,

then click Add Marker

Click where on the map you wish to place the marker, then in the pop-up. Give the Marker a name then click Insert.

You will see a Yellow POI Marker appear on the plan. You then need to select Add Content then you can choose to either Upload From Device or select a Pick from File Manager.  

Name the file, then confirm the file type. In this example we have selected a 360° image. You can then update the capture date & time by clicking the calendar icon. Then click on the Upload button.

To complete the upload task, click the Update Button

Finally click on the Save Settings button in top right hand of screen.

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Uploading & Managing Media - Bulk Upload

Media files in Plan Viewer can be uploaded either individually or in bulk. A file needs to be located in a marker which can either be added at time of upload or added to an existing location marker.

In this section we will cover of uploading images in Bulk

To get Started 

First click the Edit Drawing Button,

Next, Select the Bulk Upload Photos button. 

Now you have the option to either drag and drop or search your device.

Once the Image files have been uploaded you need to confirm the file type. In this example we have uploaded 360° images so ensure you select 360 Photo, then select NEXT

The Map Screen will now appear with POI Markers in Yellow.  

To relocate any of the draft POI Markers due to incorrect position, select Move Marker and in the black Banner Step-by-Step instructions will appear. The first one is to “select a marker to move”, so in this step click on one of the yellow markers to get started. Then “click anywhere on the map to place the marker at that location”.

Once you are happy with the placement of each POI Marker, select Save Settings. Finally click the Exit button next to the Save Settings button. Then click Exit again on the next screen.

The POI Markers will turn Green, finally click the Exit button next to the Save Settings button. 

Now you will have the Plan Viewer open you have been working on. All the recently moved and saved POI markers are in Green and available to be selected to view either by clicking on a POI marker on the plan or by selecting from the content list on the right-hand panel.

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Editing & Deleting Media Files

To edit a media file:

Click on a POI Marker in the Edit Drawing section.
 

Select a marker you want to make the change to, then in the file line in the list click on the Edit icon.



Rename your media file by typing into the Input box or select a different File Type and/or change the Capture Date & Time. Then click the update button

then select Update again on the Marker View tofinalise the change.

 To Delete a Media file:
Click on a POI Marker in the Edit Drawing section.

Select a POI Marker you want to make the change to, then in the file line in the list click on the Trash Can icon.

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Moving POI (Points of Interest) Markers

POI Markers can be relocated. Begin by selecting Edit Drawing.

Next, select Move Marker and in the black Banner Step-by-Step instructions will appear. The first one is to “select a marker to move”, so in this step click on one of the markers to get started. Then “click anywhere on the map to place the marker at that location”.

Once you are satisfied with the placement of each POI marker, select Save Settings. Finally click the Exit button next to the Save Settings button. 

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Image Viewer Guide

Plan Viewer’s Image Viewer screen provides a powerful interface for exploring site imagery, including 360° photos. Below are step-by-step instructions to help you navigate and utilise each feature effectively

 Instructions

Instructions

1. Pan Around a 360° Photo

   • Action: Left-click and drag your mouse or use your touchpad.

2. Select Other Photos

   • Action: Click the left or right arrows to browse through other photos linked to the same marker.

3. Access Multiple Photos from a Marker

   • Action: Click the dropdown menu to see all photos uploaded to the selected marker.

4. Download the Current Photo

   • Action: Click the Download icon.

5. Share via Microsoft Teams

   • Action: Click the Teams icon.

   • Purpose: Instantly share a link to the photo with your team for collaboration.

6. Compare Historic Photos

   • Action: Click the Split icon.

   • Purpose: View two photos side by side to compare site conditions over time.

7. Change 360° Photo Quality

   • Action: Click the Settings (Wheel) icon.

   • Purpose: Adjust the image quality for better performance or clarity.

8. View in Full Screen

   • Action: Click the Full Screen icon.

9. Zoom In and Out

   • Action: Use the Plus (+) and Minus (–) icons.

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Side-by-Side View Guide

Plan Viewer’s Split Screen mode allows users to visually compare two 360° images of the same location, captured at different times. This is especially useful for tracking progress, identifying changes, and reviewing completed work against earlier construction stages.

Instructions

1. Activate Split Screen Mode

   • Action: Click the Split icon.
   • Purpose: Enables side-by-side comparison of two historic images. Click the icon again to exit Split Screen mode.

2. Select the First Image

   • Action: Use the left drop-down menu to choose the first image.
   • Purpose: Load the initial view for comparison.

3. Select the Second Image

   • Action: Use the right drop-down menu to choose the second image.
   • Purpose: Load the second view to compare against the first.

4. Align the Views

   • Action: Click and hold the left or right mouse button, then move the cursor.
   • Purpose: Adjust the angle and position of each image for better alignment.

5. Lock the Screens

   • Action: Enable the Lock Screen option.
   • Purpose: Synchronise movement between both images—pan, zoom, and rotate in unison.

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