Quick Start - Web Platform

This guide shows how to use the Plans web platform to view your scanned buildings and prepare data for energy certification export.

Requirements

• Chrome, Safari, Firefox, or Edge browser
• Internet connection
• At least one uploaded scan from the iOS app

Step 1: open the dashboard

1. Go to platform.plans.app in your browser

2. Sign in with your Plans account

3. The Projects Dashboard displays with all your projects

4. Click a project to open the project overview

Step 2: open the editor

1. In the project overview, locate your building

2. Click Edit or “Open Editor” to launch the editor

3. The editor loads with:

   • 3D viewer showing the building model (center-left)
   • Floor and room list (left panel)
   • Export tables (center-right)
   • Element properties panel (right)

Step 3: navigate the 3D viewer

Mouse controls

• Rotate: Left-click and drag
• Pan: Right-click and drag (or Shift + left-click)
• Zoom: Scroll wheel
• Focus: Double-click any surface

Select elements

1. Use the left panel to browse floors and rooms

2. Click a floor to expand and see rooms

3. Click a room to expand and see building elements

4. Click an element to select it

5. The element highlights in the 3D view

6. Properties display in the right panel

Step 4: view export tables

The Export pane shows tables with all building elements:

Walls, Floors & Ceilings Table

• Lists all building envelope elements
• Shows area, material, U-value, B-factor
• Assign materials via dropdowns in table rows
• Apply material proposals via dropdown

Doors & Windows Table

• Lists all openings
• Shows area, material, U-value

Other Tables

• BBR Areas - Building regulation area calculations
• Linear Transmittance - Thermal bridges
• Measured Areas Summary

Step 5: edit element properties

1. Select an element in the 3D view or left panel

2. The right panel shows Element Properties:

   • Area (square meters)
   • Orientation (N, NE, E, SE, S, SW, W, NW)
   • Inclination (angle from horizontal)
   • B-Factor (thermal reduction factor 0.0-1.0)
   • Material assignment

3. Edit values directly in the fields

4. Changes save automatically

Step 6: assign Materials

Materials are assigned via the Export tables, not in the 3D view.

1. Locate the element in the Walls, Floors & Ceilings table or Doors & Windows table

2. Click the material dropdown in the table row

3. Select a material from the list

4. The material is assigned to that element

5. U-value updates automatically

Step 7: use material Proposals

Material Proposals suggest better-performing materials:

1. In the Export table, find the Proposal dropdown column

2. Click the dropdown for an element

3. Select a proposal to apply

4. The proposed material overrides the current material for calculations

5. You can remove the proposal later to revert

Step 8: configure installations

Configure heating, ventilation, and other systems:

1. Click the Installations tab area

2. Select the installation type:

   • Heating Supply
   • Hot Water
   • Ventilation
   • Solar
   • Heat Pumps

3. Fill in the form fields for that system type

4. Data is included in the energy certification export

Step 9: view Notes

Notes created in the iOS app display in the editor:

1. Click Notes or the notes icon

2. The Notes pane opens showing all notes

3. Filter notes by type or status

4. Click a note to view details

5. Notes are linked to specific locations in the 3D model

Step 10: export for energy certification

1. Review all data in the Export tables

2. Verify materials are assigned

3. Check installations are configured

4. Click the Export button (top right)

5. The export file downloads to your computer

6. Open the file in the service you use to submit your completed Energy Performance Certificate to the Danish Energy Agency

Editor tools

The editor provides tools for adjusting the building model:

Selection Tool (Picker)

• Default tool
• Click to select elements

Ruler Tool

• Measure distances in the 3D view
• Click two points to measure

Split Tools

• Split surfaces vertically, horizontally, or freely
• Creates separate elements from one surface

Add Openings

• Place Windows, Doors, or Hatches
• Click on a surface to add

Edit points

• Adjust element geometry
• Move corner points to reshape

Move Element

• Relocate an element in 3D space

Create Surface

• Add new surfaces to the model

Layer controls

Control visibility of element types:

1. Click the Layer Controls icon

2. Toggle visibility for:

   • Walls
   • Floors
   • Ceilings
   • Doors
   • Windows
   • Hatches

3. Hidden elements are not shown in 3D view but remain in tables

Keyboard shortcuts

General shortcuts

Shortcut	Action
Cmd/Ctrl + K	Open command menu (search/navigation)
Cmd/Ctrl + S	Save project
Cmd/Ctrl + B	Toggle ruler tool
ESC	Cancel active tool

Selection shortcuts

Shortcut	Action
Left Click	Select element
Hold Shift + Click	Enable multi-select and toggle elements
Click empty space	Clear selection

Camera navigation

Shortcut	Action
Left-click and drag	Rotate view
Right-click and drag	Pan camera
Mouse wheel scroll	Zoom in/out

Tool shortcuts

Shortcut	Action
A (hold)	Open tools radial menu
S (hold)	Open layers/model radial menu
D (hold)	Open stories/levels menu
R (while placing doors/windows/hatches)	Rotate frame 90 degrees
Shift (while positioning)	Disable snapping to grid
Shift + Click (in place frame tool)	Place multiple frames in sequence
Enter	Confirm placement (in place frame tool)

Troubleshooting

Editor won’t load

• Check browser supports WebGL
• Update browser to latest version
• Try different browser
• Disable browser extensions
• Check internet connection

Can’t select elements

• Ensure selection tool (picker) is active
• Zoom in closer to the element
• Try clicking in a different spot on the surface
• Check element is not hidden via layer controls

Material assignments not saving

• Check internet connection
• Refresh the page and try again
• Verify you have Edit permissions

Export button doesn’t work

• Check all required fields are filled
• Verify materials are assigned to elements
• Check internet connection
• Try refreshing and exporting again

Next steps

• Workflow Overview - Complete workflow
• 3D Viewer Navigation - Detailed navigation guide
• Material Management - Material library
• Energy Certification Export - Export details