Buildingplan Documentation
website·Indexed 31 days ago
https://docs.buildingplan.de/User and administrator documentation for Buildingplan, covering project creation, structure organization, component assignment, and measurement (Aufmaß). Includes guides on managing users, customers, and components in the admin area, as well as instructions for using the offline mode for construction sites.
What's inside Buildingplan
- To assign technicians to a project, navigate to the 'Monteure' (Technicians) tile in the Project Overview. Click the 'hinzufügen' (add) button. You can then filter technicians by name using the search field and select multiple technicians from the list. Finalize the assignment by clicking the green 'Monteure zuweisen' (Assign technicians) button.
Sort projects in the buildingplan overview
In the buildingplan project overview table, you can sort the list by clicking on the column headers. Available sortable columns include Project Number (#), Project Name, Order Number, Customer, and Last Modified date. A small arrow (e.g., ↓) indicates whether the current sort order is ascending or descending.Search and filter projects in the buildingplan overview
Use the search field located above the project table to filter your project list in real-time. The search functionality scans the Project Name, Order Number, and Customer columns.Create a new project in BuildingPlan
To create a new project, navigate to the Project Overview (Projektübersicht) and click the '+ Projekt anlegen' (+ Create Project) button located in the top right corner. A dialog window will appear where you must provide the project details. Required fields are marked with an asterisk (*).Use measurement suggestions for components
Depending on the component type configuration, the system provides measurement suggestions based on previously recorded measurements of the same component type. Click a suggestion to automatically apply those values to the current component.Create a new customer in BuildingPlan
To create a new customer, navigate to the 'Kunden' (Customers) section in the Admin area and click the orange 'Kunden anlegen' button located in the top right. A dialog window will appear requiring the following information:
- Firma (Company) - Required field
- Vorname (First Name)
- Nachname (Last Name)
- Adresse (Address)
- Kundennummer (Customer Number)
Transfer components and measurements between positions
You can copy the configuration of one position to others using the curved arrow button. After configuring the source position, click the curved arrow and select the target positions.
Warning: Transferring measurements overwrites all existing components of the target position, creating an exact copy of the source configuration and discarding all previous data at the target.
Assign technicians (Monteure) to a project
Technicians can be assigned to a project via the menu located on the right half of the project view.Remove technicians from a project
To remove a technician from a project, click the trash can icon located under the 'Aktionen' (Actions) column. Confirm the removal when prompted. This action can be reversed by adding the technician back to the project using the add technician workflow.Edit or delete users in the Admin area
Existing users can be managed via the 'Aktionen' (Actions) column in the user table:
- To edit a user: Click the pencil icon to open a dialog window and update the user's information.
- To delete a user: Click the red trash can icon.
Configure components and measurements for a position
When configuring positions during the measurement process, use the following controls in the sidebar:
- Component Selection: Use the drop-down list to select the component to be configured.
- Data Entry: Fill in the component-specific input mask with the required measurements.
- Add/Delete: Click the plus (+) icon to add a new component. Click the trash can icon in the drop-down list to delete a component.
- Navigation: Use the 'Weiter' (Next) button to move to the next position, click a position directly in the Bauplan, or use the three dots next to the progress bar and select 'Liste anzeigen' (Show list) to navigate to a specific position.
Assign components to multiple positions simultaneously
To equip multiple positions at once:
- Select the desired positions using the checkboxes in the sidebar list or by selecting them directly on the building plan.
- Click the Komponententypen zuweisen button (bottom right).
- In the dialog window, manage component assignments based on the following status icons:
- Checkmark: The component type exists at all selected positions.
- Minus sign: The component type exists at some, but not all, selected positions. You can choose to keep the selection, assign it to all, or remove it from all.
- No icon: The component type is not present at any selected position.