Floor Plans

Floor plans are the heart of CO2 Asset Management. This is where spreadsheet-style asset tracking becomes something visual and useful - assets placed exactly where they are in the real world.

Why Floor Plans Matter

Without floor plans, your asset database is just a list. With floor plans:

Without Floor Plans	With Floor Plans
”50 fire extinguishers somewhere”	Click to see exactly where each one is
”HVAC unit in Building A”	See it on Floor 2, northwest corner
Manual location descriptions	Interactive, clickable map
Impossible to hand off knowledge	Anyone can find anything

For carbon tracking, floor plans let you see energy-consuming assets in context - which areas have the most impact, where improvements would be most effective.

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Uploading Your First Floor Plan

1. Navigate to your Site (through Estate → Site)
2. Click Add Building if you haven’t already (name it after your building)
3. Open the Building and click Add Floor
4. Name the floor (e.g., “Ground Floor”, “Level 1”)
5. Click Upload Floor Plan
6. Select your file (PNG, JPG, WEBP, or PDF)
7. Click Upload

Your floor plan appears in the editor, ready for asset placement.

Tips for Good Floor Plans

• Use high-resolution images - You’ll be zooming in to place assets precisely
• Clean drawings work best - CAD exports, architectural drawings, or clear scans
• Multi-page PDFs - Each page becomes a separate floor automatically
• Scanned documents - Work fine, but cleaner is better

Tip

Don’t have professional floor plans? Even a hand-drawn sketch photographed with your phone works. You can always replace it later with something better.

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The Drawing Canvas

Once uploaded, the drawing canvas is your main workspace. This is where you’ll spend most of your time.

Canvas Navigation

Action	How
Zoom in/out	Mouse wheel, pinch on trackpad, or zoom buttons (bottom-right)
Pan around	Click and drag on empty canvas space
Reset view	Double-click on empty space, or use zoom controls
Switch floors	Floor selector in the header

The canvas supports zoom levels from 0.1x (very zoomed out) to 5.0x (very zoomed in).

The Toolbar (Top-Left)

The toolbar shows contextual controls based on what you’re doing:

• Drawing name - Click to access the drawing menu (including Rescale)
• Display options - Filter and customize what’s visible (see below)
• Undo/Redo - Step backward and forward through changes
• Selection chip - Shows what’s currently selected

The Catalogue Panel

The Catalogue panel on the left side is your asset library. Toggle it open/closed with the button at the bottom-left corner.

Browse categories, search for equipment, and drag items onto the floor plan.

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Display Options and Filtering

Click the display options button (visibility icon) in the toolbar to customize what appears on the canvas.

Toggle Visibility

Option	What it does
Asset Labels	Show/hide text labels on assets
Asset Icons	Show/hide icon markers
Grid Overlay	Show/hide reference grid for alignment
Regions	Show/hide zone and room boundaries

Filter by Category

Expand the taxonomy tree to show or hide specific asset types:

• Uncheck a category to hide all assets of that type
• Check “Show All” to reset and show everything
• Useful for focusing on specific equipment (e.g., just fire safety or just HVAC)

Tip

The display options button shows an orange border when any filters are active. This reminds you that some assets may be hidden.

Asset Render Mode

Choose how assets appear on the canvas:

Mode	Description	Best for
Semantic (default)	Assets shown as uniform icons	Overview, asset inventory
Physical	Assets rendered to actual dimensions	Space planning, layout validation

In Physical mode, a 1.2m × 0.8m HVAC unit appears as a rectangle of that size on the floor plan. This is useful when you need to see how much space equipment actually takes up.

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Placing Assets

This is where it gets satisfying. To place an asset:

1. Open the Catalogue Panel (toggle button at bottom-left)
2. Find the asset type you want (browse or search)
3. Drag it onto the floor plan
4. Drop it at the exact location

The asset is created and placed in one action. Learn more about adding assets →

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Selecting and Moving Assets

Single Selection

• Click an asset to select it
• The asset highlights and appears in the selection chip (top-left)
• Click on empty canvas to deselect

Multi-Selection

Select multiple assets to move or operate on them together:

• Click an asset to select it, then click another to add to selection
• Or drag a rectangle around multiple assets to select them all at once
• The selection chip shows the count (e.g., “5 assets selected”)

Moving Assets

• Drag any selected asset to move it
• If multiple assets are selected, they all move together
• Press Cmd+Z (Mac) or Ctrl+Z (Windows) to undo

Deleting Assets

1. Select the asset(s) you want to delete
2. Press Delete or Backspace
3. Confirm the deletion

Caution

Deletion removes the asset from your database. You can Undo immediately, but once you navigate away, the deletion is permanent.

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Rescaling Your Floor Plan

If you need accurate real-world measurements (distances between assets, room sizes), rescale your floor plan to match physical dimensions.

How to Rescale

1. Click on the drawing name in the top-left toolbar
2. Select Rescale Drawing from the dropdown menu
3. Click on the floor plan to place Point 1 (blue marker)
4. Click again to place Point 2 (green marker)
5. An orange dashed line shows the distance you’re measuring
6. Enter the actual distance between the points (in meters)
7. Click Apply

The system calculates the scale and adjusts everything proportionally.

What Gets Rescaled

When you apply a new scale:

• The drawing image updates to correct physical dimensions
• All assets on this drawing reposition and resize proportionally
• Measurements and distances become accurate

Note

Calibration is optional. If you just want to track assets without precise measurements, skip this step entirely. You can always rescale later.

Tips for Accurate Rescaling

• Pick measurable points - Door widths, room lengths, or marked dimensions on the original drawing
• Measure twice - Verify your real-world measurement before applying
• Two points is enough - The system calculates scale from any two points

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Working with Multiple Floors

Most buildings have more than one floor. Each floor needs its own floor plan.

Adding Floors

1. Open the Building
2. Click Add Floor or the + button
3. Upload the floor plan image
4. Name it appropriately (“Ground Floor”, “First Floor”, “Basement”)

Floor Order

Floors are ordered from bottom to top (Basement → Ground → First). You can reorder them if needed.

Switching Between Floors

Use the floor selector in the header to switch between floors. Your zoom level and pan position reset when switching.

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Drawing Boundaries

Besides assets, you can draw boundaries on floor plans:

• Rooms - Define spaces that assets belong to
• Zones - Group areas for reporting (fire zones, responsibility areas)
• Custom boundaries - Any area you want to define

Boundaries help organize assets and enable area-based reporting.

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Exporting Data

Note

Coming Soon: The export panel will let you download drawing data in multiple formats including CSV with asset summaries, grouped by listing or category. This feature is currently in development.

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Error States

What If Something Goes Wrong?

Issue	What You’ll See	What to Do
Drawing won’t load	”Failed to load drawing image”	Check your internet connection, try refreshing
No image uploaded	”Drawing has no attached image”	Upload a floor plan image
Topology error	”Failed to load topology”	Contact support - this is a data issue

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Floor Plan Settings

Click the Settings icon on a floor plan to:

Setting	What it does
Rename	Change the floor name
Replace image	Upload a new floor plan image
Adjust calibration	Update scale and rotation
Delete	Remove the floor (and all assets on it)

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Keyboard Shortcuts

Shortcut	Action
Cmd+Z / Ctrl+Z	Undo
Cmd+Shift+Z / Ctrl+Shift+Z	Redo
Delete / Backspace	Delete selected asset(s)
Escape	Clear selection / Exit mode

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Troubleshooting

Floor plan looks blurry

Upload a higher resolution image. For best results, use the original CAD export or a high-DPI scan.

Can’t find the upload option

You need to create a Building and Floor first. The hierarchy is: Site → Building → Floor → Floor Plan.

Assets are in the wrong place

Click and drag them to move. Or press Cmd+Z to undo and try again.

PDF shows only one page

Multi-page PDFs should auto-convert to multiple floors. If not, try uploading pages separately.

Some assets are missing

Check the display options - you may have filtered them out. Look for the orange border on the display options button indicating active filters.

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What’s Next?

• Adding Assets - Deep dive into asset placement
• Understanding Catalogues - Where asset types come from
• Undo & History - Never worry about mistakes