Upload and Configure a Reference Plan

Reference plans provide positioning and functional context for captures and SiteViews on each level of a building. Some examples of reference plans include floor plans, MEP plans, millwork drawings, and reflective ceiling plans.

Users are able to upload as many reference plans to a level as needed, and once published they can be viewed in SiteView alongside the as-built digital twins.

Video: To see this process in action, check out our video Reference Plan Upload and Setup.


Select the Reference Plan File

Reference plans can be in different file formats or stored in various construction management software. CupixWorks accepts the following files as reference plans:

  • Images
  • New PDFs
  • PDFs stored in CupixWorks
  • Upcoming - Imported from BIM 360 Docs
  • Upcoming - Imported from Procore

To add a new reference plan, you must first select the type of reference plan file. Follow the instructions below that correspond to the type of file you will be uploading:

Upload Image

CupixWorks accepts JPEG or PNG images as reference plan files. To upload an image:

  1. Navigate to the Project Center of the project you want to upload a reference plan to, then click Template > Reference Plans.
  2. Click New Reference Plan > Upload Image.
  3. From the file explorer, select the image you want to upload, then click Open.
  4. Continue setting up the reference plan by following the steps below under Configure the Reference Plan.

Upload PDF

Users can upload a PDF file and convert each page to a reference plan one at a time. To upload a PDF containing a reference plan image:

  1. Navigate to the Project Center of the project you want to upload a reference plan to, then click Template > Reference Plans.
  2. Click New Reference Plan > Upload PDF.
  3. From the file explorer, select the PDF file you want to upload, then click Open.
  4. From the PDF viewer displayed in the New Reference Plan wizard, select the page containing the reference plan you want to upload, then click Next.
  5. Continue setting up the reference plan by following the steps below under Configure the Reference Plan.

Select Stored PDF

Once a PDF has been uploaded, it remains stored on the CupixWorks cloud. Users can select a previously uploaded PDF file and convert each page to reference plans.

  1. Navigate to the Project Center of the project you want to upload a reference plan to, then click Template > Reference Plans.
  2. Click New Reference Plan > Select Stored PDF.
  3. Click the name of the PDF that contains the reference plan, then click Select.
  4. From the PDF viewer displayed in the New Reference Plan wizard, select the page containing the reference plan you want to upload, then click Next.
  5. Continue setting up the reference plan by following the steps below under Configure the Reference Plan.

Configure the Reference Plan

After selecting the file, you will need to define the reference plan name and associated level, and set the origin point and scale with a real world dimension prior to using it with the Cupix Capture App or making it available in SiteView. Doing so will automatically publish the reference plan once it is uploaded. By publishing the reference plan, jobsite engineers can use the plan to guide their captures, and collaborators can view the plan in SiteView.

  1. Name and Level

    In the New Reference Plan window, you can set the name of the reference plan and level from Details:

    1. Type in the name of the reference plan in the field under Display Name.
    2. Click the drop down menu next to Select Level and click the name of the reference plan's associated level.
    3. Click Next to continue.
  2. Rotate Plan

    The reference plan wizard offers users the option to rotate the reference plan prior to uploading. If the selected reference plan is not oriented correctly, you can set the orientation from Rotate:

    • From the left menu, enter the degree the reference plan needs to be rotated in the degree field.
    • Click the up and down arrows to adjust the angle of rotation by 1° clockwise or counterclockwise, respectively.
    • Click the dial icon to the left of the degree value to rotate the plan by 90° clockwise each time.
    • Click and drag the dial to manually rotate the reference plan.
    • Once you are finished, Click Next to continue.

  3. Set Scale (Required)

    Scale the reference plan using accurate onsite measurements to allow SiteView users to take other measurements directly from the digital twin.

    Tip: Refer to Making Onsite Measurements to learn how to pick useful onsite dimensions and measuring tools.

    For best results, all reference plans on a level must use the same scaling dimension.

    To set the scale using a reference dimension:

    1. Click Custom on the left menu.
    2. Click and drag the image to move the reference plan, and use the mouse scroll wheel to zoom in on the starting point of the scaling dimension.
      Note: Use the pink dashed crosshairs that appear when your mouse pointer is on the reference plan to align the start and end points of the dimension.
    3. Click on the starting point of the dimension that will correspond to the onsite measurement.
      Note: A blue ruler will appear on the reference plan with one end anchored to the selected starting point.


      Tip: To lock the dimension horizontally or vertically, hold SHIFT while moving the mouse pointer left and right or up and down, respectively.
    4. Click on the end point of the dimension that will correspond to the onsite measurement.
    5. In the 'Enter the real-world distance' box, enter the real world value of the dimension in the Real Distance field and click Apply.
      Note: Make sure the unit is correct.
    6. Click Next to continue.
  4. Set Origin (Required)

    Set the origin point to prepare the reference plan for alignment with captures and BIM.

    To set the origin point:

    1. Click and drag the image to move the reference plan, and use the mouse scroll wheel to zoom in on the origin point.
      Note: Use the pink dashed crosshairs that appear when your mouse pointer is on the reference plan to align the origin point.
    2. Click the point on the reference plan you want to set as the origin.
    3. In the Set Coordinate wizard, enter 0 for both the X and Y values and click Apply.
    4. Use the mouse scroll wheel to zoom out and verify that the X axis (red) and Y axis (green) now intersect at the selected origin point.
    5. Click Next to continue.
  5. Mask Plan

    The reference plan wizard offers users the option to use the mask tool to hide areas of the reference plan they do not want to show in SiteView or the Capture app.  Masking parts of the reference plan behaves like a cropping tool, however no permanent changes are made to the image.  You will still be able to view and include areas hidden by the mask if you edit the reference plan at a later time.
    To mask areas of the reference plan:

    1. Click and drag the image to move the reference plan, and use the mouse scroll wheel to zoom in or out until the entire portion of the reference plan you want to keep is displayed in the window.
    2. Click Edit Mask on the left menu.
    3. Define the area to show on the reference plan by clicking and dragging the corners or the sides of the masking rectangle.
      Note: The shaded areas outside of the rectangle will not be displayed.
    4. Once the correct area has been selected, click Done, and only the highlighted area remains.
    5. Click Next to continue.
  6. Verify and Save

    Check that the reference plan information is correct from Done:

    1. Under Summary, verify that the displayed name of the reference plan and the associated level are correct, and that the scale and origin have been set.
    2. Click Next to finish uploading the reference plan.