Guides

Deep-dive guides that walk you through Planscape concept by concept. New to the platform? Start with Getting started.

🚀 Getting started

START HERE Getting started with Planscape
Create your tenant, invite your team, set up your first project. 10-minute read.
Installing the Revit plugin
Download, install, license-bind. Works on Revit 2025 / 2026 / 2027.
Mobile app onboarding
Install from the App Store / Play, log in, sync your first project.
Inviting your team
Roles, permissions, external clients, removing users.

🏗️ Project setup

Creating your first project
Project metadata, GPS coordinates, ISO 19650 vocabulary, RIBA stages.
ISO 19650 workflow setup
BEP, MIDP, naming conventions, suitability codes, CDE container model.
Sharing projects with clients
External members, viewer-only access, transmittal recipients, secure links.

📱 Site coordination

Using the GPS site map
Centre the map on your project, drop pins, share live location with the team.
Raising and resolving issues
RFIs, NCRs, snag lists, assignment, status workflow, comment threads.
Capturing site photos
Camera + gallery, geotagging, attaching to elements, offline queueing.
Working offline
What syncs, what doesn't, how the replay queue handles conflicts.

🧊 Revit plugin

ISO 19650 auto-tagging
Tag 30,000 elements in <1s. Configure discipline / system / product codes per project.
Drawing Template Manager
90 drawing types, 22 view style packs, healthcare/MEP/architectural profiles.
Clash detection workflow
Run clash, triage by priority, push to BCF, resolve in source model, re-check.
COBie 2.4 export
22 project-type presets, 19 worksheets, validation, handover packaging.

🏥 Healthcare pack

Healthcare pack overview
HTM / HBN / FGI / NFPA 99 / NCRP 147 — what's covered, what to set up.
Medical gas (HTM 02-01)
12-step verification log, manifold sizing, terminal unit count, alarm panels.
Pressure regimes (HTM 03-01)
Pressure cascade audit, isolation cubicles, positive/negative room mapping.
Anti-ligature audit
Mental-health fittings audit, observation lines, compliance matrix.

💳 Billing & account

Billing & the free trial
30-day trial, upgrading, downgrading, mobile money, FX, invoices.
Changing your billing currency
9 currencies supported, how exchange rates work, cycle alignment.
Cancelling & exporting data
How to cancel, what we keep, how to export everything.

🛠️ Admin & IT

Setting up SSO
SAML 2.0 + OIDC. Azure AD, Google Workspace, Okta walk-throughs.
Two-factor authentication
Enable TOTP per user, enforce 2FA per tenant, recovery codes.
Audit logs & hash chain
What gets logged, how to verify the chain, exporting for compliance.
Self-hosting Planscape
Docker Compose, hardware requirements, backup, monitoring, upgrades.

🔌 Integrations

Autodesk Construction Cloud sync
Connect ACC, scope what syncs, conflict handling, migration from ACC.
SharePoint integration
Deliverable export to SharePoint CDE folders. M365 tenant binding.
BCF 2.1 round-trip
Import from Navisworks / Solibri / BIM Track. Export to any BCF tool.
Excel bidirectional sync
Export schedule, edit in Excel, re-import, conflict resolution.

Looking for a hands-on walkthrough?

Tutorials show you exactly how to use each feature, step by step.

Browse tutorials