CupixWorks Support Center

Advanced: Upload and Configure Reference Plans

Advanced: Upload and Configure Reference Plans

TABLE OF CONTENTS

For basic PDF and BIM file uploads, please read Upload Reference Plans. For experienced Admins interested in more advanced upload options, please read on.


Select an Advanced Upload Option

To get to the advanced upload options while in a Project:

  1. Under Template, click on Reference Plans.
  2. Click on Upload Reference Plan.
  3. Click on Show Advanced Options  .
  4. Choose from one or more of the three options:
    • Upload & Configure Image
    • Advanced PDF Setup
    • Import BIM 360 Plans


Upload & Configure Image

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

  1. Click on Upload & Configure Image. (We support JPEG/ JPG, PNG and TIFF file formats.)
  2. From the file explorer, select the image you want to upload, then click Open.
  3. Continue setting up the reference plan by following the steps below in Configure the Reference Plan.


Advanced PDF Setup

Choose between uploading a new PDF or configuring an existing PDF stored in CupixWorks.


Upload & Configure 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. Click on Upload & Configure PDF.
  2. From the file explorer, select the PDF file you want to upload, then click Open.
  3. In the PDF viewer, select the page containing the reference plan you want to upload, then click Next.
  4. Continue setting up the reference plan by following the steps below in Configure the Reference Plan.


Configure Existing 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. Click on Configure Existing PDF.
  2. Choose the PDF file that contains the reference plan, then click Select. (You can also delete a PDF here as well.)
  3. In the PDF viewer, select the page containing the reference plan you want to upload, then click Next.
  4. Continue setting up the reference plan by following the steps below in Configure the Reference Plan.


Import BIM 360 Plans

Refer to the article Import Reference Plans from BIM 360.


Configure the Reference Plan

After selecting the file to upload, you will need to add details about the reference plan. Once the following process is completed, the reference plan will be automatically published.
Note:

  • Providing accurately measured reference plans allows collaborators to take measurements inside the Plan Viewer while in the SiteView.
  • Publishing the reference plan beforehand lets the person capturing a site use it as a guide within the Cupix Capture App.


1. Details

Set the display name of the reference plan and a level associated with the reference plan:

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

2. Rotate (Optional)

Rotate the reference plan in the X-Y plane as needed. To set the orientation:

  1. Under Rotate the image, choose the method that works best for you: 
    • Enter the degree of rotation.
    • 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.
  2. Click Next to continue.

3. Scale

Scale the reference plan by picking two points and setting the real-world distance between those points.

Some tips for success:
  • Refer to Taking 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 dimensions.

Depending on the file format, this wizard will have different scaling options available:

  • For images, you pick two points.
  • For PDFs, you can choose from predefined imperial/ metric measurements or pick two points.

To set the scale by picking two points as a reference dimension:

  1. Move the reference plan as needed to find a good starting point.
    • Left click and drag the image to move the reference plan.
    • Use the mouse scroll wheel or + -buttons to zoom in on the starting point of the scaling dimension.
    • 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.
  2. Click on the starting point of the dimension.
    • A ruler will appear with the distance shown in blue text.
    • To lock the dimension horizontally or vertically, hold SHIFT while moving the mouse pointer left and right or up and down, respectively.
  3. Click on the end point of the dimension.
  4. In the Enter the real-world distance wizard, enter the real-world value of the dimension in the Real Distance field and click Apply.
  5. Click Next to continue.

4. Origin

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

To set the origin point:

  1. Move the reference plan as needed to find a good origin point.
    • Left click and drag the image to move the reference plan.
    • Use the mouse scroll wheel or + - buttons to zoom in on the origin point.
    • 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 Coordinates 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 (Optional)

Use a Mask to hide areas of the reference plan you do not want to show in the Capture app or SiteView. Masking parts of the reference plan behaves like a cropping tool without permanent changes to the file. 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. Move the reference plan as needed to position it for masking.
    • Left click and drag the image to move the reference plan.
    • Use the mouse scroll wheel or + - buttons to zoom in on the plan 
  2. Once the view shows the portion you want to keep, click on Edit Mask.
  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 area 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. Done

Check that the reference plan information is correct:

  1. Under Summary, verify the information listed as correct or not.
  2. Click Save and Close to finish or Back to make changes.
M
Matt is the author of this solution article.

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