> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Add a floorplan to your project

## Overview: add a floorplan

The floorplan feature lets you upload PDF floorplans, convert them for project use, and place, filter, and track assets, tasks, and QA/QC items on the plan, which is used for location-based tracking on multi-zone construction and commissioning sites.

* Your role must be **Manager** or higher.
* You can find the menu at **Files** - **Floorplans** (upload) and **Project settings** - **Floorplan and Arrangements** (convert, view, place).
* This changes which floorplans are available in the project and where assets, tasks, and QA/QC items can be placed.

||| Only users with the project role **Manager** or higher can add and link floorplans.

Floorplans must be uploaded as PDF. Other formats are not supported.

## How to add a floorplan

### Upload a floorplan
1. In the left sidebar, click **Files**.
2. Select the folder named **Floorplans**.
3. Click **Upload Files**.
4. Choose the PDF floorplans from your computer.

|| All floorplans must be uploaded as PDFs before they can be converted.

![Screenshot: Upload Files in the Floorplans folder](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_stxf5f.png)

### Convert the floorplan for project use

After upload, convert the file so CxPlanner treats it as a floorplan.

**Method A - quick right-click (recommended for 1-5 files)**

1. In the Floorplans folder, right-click the uploaded floorplan.
2. Click **Add as floorplan**.

![Screenshot: Right-click menu with Add as floorplan](https://storage.crisp.chat/users/helpdesk/website/ea2cfd7bb6130800/skaermbillede-2024-12-06-kl-11_nifogc.png)

**Method B - Floorplan and Arrangements module (better for many files)**

1. In the sidebar, go to **Project setting**.
2. Click **Floorplan and Arrangements**.
3. Select **Add Floorplan to Project** and choose the files to convert.

![Screenshot: Add Floorplan to Project in Floorplan and Arrangements](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_a413uy.png)

### Update a floorplan to a new version
1. Upload the new version of the file in the **Files** module.
2. Go to **Project settings** - **Floorplans**.
3. Click **Update** on the yellow button.

![Screenshot: Update button for a floorplan version](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_yo2m3d.png)

### Place assets on more than one floorplan
1. Open the **Assets overview**.
2. Select the assets you want to bind to a floorplan.
3. Select **Bulk actions** in the top right corner.
4. Choose **Mark on floorplan** from the drop-down list.
5. Place the asset pin on the new plan.
6. Click **OK** to save.

![Screenshot: Bulk Mark on floorplan for selected assets](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_65gan7.png)

## Results: floorplan views and filters

Once added, the floorplan appears in **Floorplan and Arrangements**. You can place checklists and tasks on the plan. Renaming the file later does not break its link to the project.

| Tab | What it shows |
|---|---|
| Floorplan and Arrangements | Asset pins and punch list item markers (default working view) |
| Tasks | Punch list tasks as pins; click a pin to open the task detail panel |
| Assets | Assets on this floorplan with status colour indicators |
| Quality Assurance | QA items as pins |
| Quality Control | QC items as pins |
| Site inspection | Site inspection observations on the plan |

Filter within any tab by **Status**, **User Status**, **Category**, **Assigned person**, or **Company**.

![Screenshot: Filter bar on a floorplan tab](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_wdc29w.png)

| Format | Supported |
|---|---|
| PDF | Yes - required |
| PNG | No |
| DWG | No |

## Troubleshooting: add a floorplan

| Problem | Cause | Solution |
|---|---|---|
| Cannot upload floorplan | File is not a PDF | Convert the file to PDF and upload again |
| Floorplan not visible in the module | File was uploaded but not converted | Right-click the file and click **Add as floorplan**, or use **Add Floorplan to Project** |
| Cannot rename file | Upload has not finished | Wait until the upload completes, then rename |
| Wrong file converted | Incorrect file selected during conversion | Go to **Project settings** - **Floorplan and Arrangements** and click the trash can icon next to the filename |