Interactive Plans

Upload any plan image — a site layout, a P&ID, an electrical schematic or a supervision view — then draw clickable zones on it. A zone can open a piece of equipment, a location, a part, a parts list, or another plan, so a P&ID set with off-page connectors becomes something you can navigate by clicking. Zones linked to equipment or a location also show a live count of open work orders and turn red when work is overdue. Import your layout as a PDF or image (AutoCAD, Revit or Visio export — the first page of a PDF is converted automatically).

Availability

Viewing plans is available on every plan. Creating and editing them (uploading a plan, drawing zones) requires the Enterprise plan.

Key features

• Upload plans, P&IDs, schematics and supervision views
• Draw rectangle or free-form polygon zones, or place simple point markers
• A zone can open equipment, a location, a part, a parts list, or another plan
• Click a plan zone to drill down, with a breadcrumb trail back
• Live open work-order count and overdue colour on equipment and location zones
• Click a zone to preview work orders, stock levels or inspections
• Find a plan from the Plans tab on any asset or location
• Give each asset type its own symbol — set it once on the category, or override a single marker
• Colour markers by work status or by asset type, and filter the plan from its legend