Add a floorplan to your project

Overview

How do I add and manage floorplans in CxPlanner?

The floorplan feature in the Files and Floorplan & Arrangements modules allows you to upload PDF floorplans, convert them for project use, and visually place, filter, and track assets, tasks, and QA/QC items directly on the plan, which is used for physical-location-based tracking on multi-zone construction and commissioning sites.

This guide covers uploading a floorplan, converting it for project use, viewing it through the tabs and filters in the Floorplan & Arrangements module, and placing an asset on multiple floorplans.

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

When and why to use this

Floorplans give commissioning teams a way to tie tasks, assets, and checklist items to their physical location on site, which matters most on large or multi-zone projects where a flat task list gets confusing.

When this action is needed - a team is coordinating work across multiple zones, floors, or areas and needs to see tasks, assets, or QA/QC items in physical context rather than as a list.
What the system does - once uploaded and converted, the floorplan becomes an interactive plan where assets, punchlist tasks, and QA/QC items can be placed, filtered, and reviewed by location.
Limitations - floorplans must be uploaded in PDF format; other formats are not supported.

Guide - Upload a floorplan

In the left sidebar, click Files.
Select the folder named Floorplans.
Click the Upload Files button.
Choose the PDF floorplans from your computer.

Please note that all floorplans must be uploaded as PDFs in order to be converted

Add/convert the floorplan to the project

When the floor plan has been uploaded, it needs to be added/converted to the project, so the system knows it's a floorplan and not just a "normal" file - this can be done in two ways.

Method A - Is the quickest and is recommended of you have 1-5 files that needs to be converted
Method B - Takes a little longer, but if you have multiple files that needs to be converted we recommend this option

Method A - Quick right-click

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

Method B – Use the Floorplan module

In the sidebar, go to Project setting.
Click Floorplan & Arrangements.
Select **Add Floorplan to Project **and choose the files you wish to convert.

Updating floorplans to new versions

Upload the new version of the file in the Files module.
Go to Project settings > Floorplans.
Click Update on the yellow button.

Behavior and results

Once added:

The floorplan appears in the Floorplan & Arrangements module.
You can start placing checklists and tasks visually on the plan.
Renaming the file later does not affect its link to the project.

Floorplan view tabs

After uploading a floorplan, the Floorplan & Arrangements module displays a row of view tabs above the plan image. Each tab overlays a different data layer on the same floorplan, so you can switch between tabs to inspect different aspects of the project without leaving the plan.

Tab	What it shows	Primary use
Floorplan & Arrangements	Asset pins and punchlist item markers placed on the plan	Primary working view - place and move assets and punchlist items
Tasks	Punchlist tasks displayed as pins or markers	Click a pin to open the task detail panel directly from the plan
Assets	All assets placed on this floorplan with status color indicators	Visual status overview of assets by location
Quality Assurance	QA items overlaid as pins on the plan	Review QA findings by physical location
Quality Control	QC items overlaid as pins on the plan	Review QC findings by physical location
Site inspection	Site inspection observations shown on the plan	Track and review inspection observations by location

The Floorplan & Arrangements tab is the default view when you open the module.

Filtering within floorplan tabs

Each tab includes a filter bar that narrows which items appear on the plan. The available filters are consistent across all tabs:

Status - filter by item or asset status.
User Status - filter by user-specific status assignment.
Category - filter by item category.
Assigned person - show only items assigned to a specific person.
Company - show only items linked to a specific company.

Apply filters to focus on a subset of items when the plan is crowded or when reviewing work assigned to a specific trade.

Place multiple assets on a floorplan at once

An asset can appear on more than one floorplan when it spans multiple floors or areas - for example, a cable tray that runs across two levels, or ductwork that appears on both a floor plan and a riser diagram.

To add an asset to an additional floorplan without removing it from the current one:

Open the Assets overview.
Select the assets you want to binde a floorplan to
Select Bulk actions in the top right corner.
Choose the option Mark on floorplan from the drop-down list.
Place the asset pin on the new plan.
Click OK to save.

Floorplan format requirement

Format	Supported	Notes
PDF	Yes	Required format
PNG	No	Not supported
DWG	No	Not supported

Troubleshooting

Problem	Cause	Solution
Can't upload floorplan	File is not a PDF	Convert the file to PDF and retry
Floorplan not visible in module	Floorplan not activated	Use Add as floorplan to enable it
Can't rename file	File is not uploaded yet	Ensure the upload is complete first
Converted the wrong file and need to remove it	Wrong file selected during conversion	Go to Project settings > Floorplan & Arrangements and click the trash can icon next to the filename

Quick facts

Requires: Project role Manager or higher to upload, convert, or edit floorplans and asset placements.
Location: Files module (upload) and Floorplan & Arrangements module under Project settings (convert, view, filter, place).
Affects: Visual placement of assets, tasks, and QA/QC items; physical-location-based reporting and review.

Updated on: 07/09/2026

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