This is a step by step training tutorial covering 8 main chapters with the main functionality. Plantview has two working areas, Plantview Administration and Plantview Workspace.
Plantview Administration is a web application to manage accounts, projects and shares.
Plantview Workspace is a desktop application to edit and view your projects

This section shows how to register your account and view a shared project

Use Plantview Workspace

1 You have received an email invitation to register. Make a note of the communication code4 and press the link to register. Alternatively, you can create a free account by going here
2 Fill up the registration form using the communication code4 given
3 After successful registration you will be forwarded to your Administration section where you can see your profile information. Here you can download the Plantview Workspace. Press download
4 Install the Plantview Workspace on your computer
5 Start the Plantview Workspace and login
6 The shared project is visible in the Project List. Press Choose Project Data Path
7 Choose the directory on your computer where the data should be placed
8 Press Download from Storage
9 Press Download and then Smart Download
10 When download is completed Press Menu/Navigate to view the project
11 You can also view the project from the Project list by pressing Navigate
12 The project data has now been downloaded to the project data path directory

To Navigate in the project, see chapter 6

In this step you create your project and define the main properties

Use Plantview Administration

1.1 Press on New Project
1.2 Enter the project name and folder name for the project and accept with the Create button

The folder name is the name of the directory where the data will be located on your computer

In this step you create the project directory on your computer, gather all data and place it in the project directory to be analyzed

Use Plantview Workspace

Enter the Plantview Workspace and refresh the project list (browser refresh or F5)

2.1 Press the Enable Edit Mode button
2.2 Choose where the project data folder shall be created
2.3 To the left of the Project press + to open the Project Details
2.4 Press on the Data Path link to open the Project data folder in windows explorer
2.5 Place your data here organized in folders. Do not use sub folders and ignore the hidden system .cache folder

Analyze is the operation that inserts data into Plantview Workspace. Every time you add, delete or edit data in the project data folder a new analyze is required

Use Plantview Workspace

3.1-3.2 Press Edit/Analyze on the project list to activate the analysis operation. Refresh the browser (F5) to see the updated analysis percentage status. Depending on the project size processing may take some time to complete
3.3-3.4 Press Edit/Repository to see the data that has been inserted into Plantview Workspace through the analysis

In this section, you create the structure for your project. The Build Tree section is divided in 3 parts.
On the left side is the Repository that contains the analyzed data.
On the right is the created project structure tree.
In the center is the active selected tree node (layer) with its content

Use Plantview Workspace

4.1 From the Project list press Edit/Build Tree to enter the Build tree section
4.2 Select an image from the Repository and transfer it to the active node to create a layer. Once transferred it will appear in the tree structure
4.3 Enter the layer by double clicking on the tree
4.4 You can repeat the same procedure to add more layers or multiple documents

In this section, you position the elements on the layer

Use Plantview Workspace

5.1 From the Project list press Edit/Position Data
5.2 Select the layer
5.3 Switch to the content of the layer. Select the element to be placed from the list and position on the layer. The element now turns in color to indicate it is positioned
5.4 The orientation for still Images is set through the dial under the preview
5.5 Scans can be placed automatically by defining two known scan points on the layer
5.6 Scans can be placed by inserting the coordinates for two known points

In this section, you can view your project and add intelligence to it

Use Plantview Workspace

6.1 From the Project list press Navigate
6.2 You can view the project content by pressing on the tree structure or on the layer or by pressing on the preview
6.3 Use the search function to find any document or information like tags or revisions (chapter 7)
6.4 Open Panoramas or scan panoramas and use hotlinks to move from one position to the next (virtual tour)
6.5 To set the north direction turn the panorama to point to the north (vertical orange line) and press Set North. The radar appears
6.6 The north radar is set automatically for scans (vertical red line). The layer needs to be correctly oriented
6.7 Add/View hotspots with rich text and attach documents using the hotspot side panel of the panorama. Hotspots for scans are placed in the scan panorama viewer as well
6.8 Add/View hotspots on images by opening the image in the hotspot viewer/editor by pressing on the preview image with the red arrow. The functionality is identical to panoramas or scans

Plantview elements can be organized with Categories (revisions and tags) to best find and structure your project

Use Plantview Workspace

7.1 From the Project list press Edit/Categories
7.2 Create Revisions and Tags to assign to elements
7.3 Assign categories (revisions and tags)
7.4 Press Menu/Navigate to return to Navigate and Filter or Search categories (revisions and tags)

This section shows how to communicate and share your projects with others

Use Plantview Workspace

8.1 From the Project list press Publish to publish the project structure1 to the Plantview Server2
8.2 Your storage3 needs to be configured in the Plantview Administration before proceeding
From the Project List press Upload to Storage
8.3 Press Upload and then Smart Upload to activate the action
8.4 The Project Data will now be synced to your storage

Use Plantview Administration

In case your partner has an activated Plantview account you can skip to point 8.8
8.5 Go to other Accounts and press +New Account
8.6 Add a description and Save the Account
8.7 Activate the account by pressing the blue inactive/active button, enter the email for the invitation and the type of account. The user will receive an invitation to register
8.8 Once the user has registered you can proceed to share the project. Users you have invited will automatically appear in your Other Accounts list. If your partner is not in your Other Accounts list you can link it by pressing on the Link an Account button and using the given communication code4
8.9 Go to My Projects and select the Edit button
8.10 From the dropdown list choose the account you want to share to and press Share

The project has now been shared to the new account

Plantview differentiates between the project structure and the project data. The reason for this is to keep the data always in your possession without Plantview having any access to it.

1. The Project Structure is created on your workspace and resides on your computer until published on the Plantview Server. It includes the definition of the project tree structure, positions, hotspot definitions, category definitions.
2. The Plantview Server manages licensing, sharing information and stores the project structure once published.
3. Storage is the location where data is placed to synchronize with other users. This can be your own FTP or your own Dropbox account. Data synchronization occurs between the Workspace computer and Storage directly. Storage can be configured in Plantview Administration.

4. The Communication code is a unique identifier for every user.

Plantview Workspace uses the embedded Firefox browser as default.
Plantview Workspace can work completely offline without the use of an account (Viewer). Functionality is limited in this case.
Plantview Administration can be accessed from the Plantview Workspace or directly under An Internet connection is required.

Technical Requirements

Documents Supported

Videos, Autodesk, Microstation, Office, notes and compressed files open with the default windows application