Edit Plan – Workspace Overview

Created by Emily A, Modified on Mon, 23 Feb at 2:02 PM by Emily A

The Edit Plan screen is where all takeoff actions happen.


What You’ll See

  • Back navigation button

  • Page dropdown (for multi-page PDFs)

  • Upload PDF option (add more pages later)

  • Set scale field

  • Sections & Groups panel dropdown (right side)

  • AI button (Ask zyra to generate shapes)

  • Drawing tools:

    • Line

    • Square

    • Polygon

    • Circle

    • Measure

    • Add Count

    • Add Annotation

    • Select & Move

    • Delete shape

    • Undo / Redo

    • Zoom In / Zoom Out


Plan Movement

When working with your 2D plan, you can easily move the entire plan by clicking and dragging anywhere within the workspace. This pan mode allows you to reposition the plan as needed, making it more flexible when working with large or zoomed-in drawings. Additionally, you can also use the navigation keys (arrow keys) on your keyboard to nudge the plan in small increments, providing a precise way to adjust its position.



Reshaping and Editing Shape Edges


The updated shape edges UI allows for easier reshaping and repositioning of shapes. You can now move and resize shapes with more control, making it simpler to adjust dimensions. Additionally, for AI-detected shapes, you can add polygon points by double-clicking on the shape's edges, enabling precise control over the shape’s area coverage. This makes it easier to adapt shapes to fit the specific areas in your 2D plan. 


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