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Plan Studio · Getting started

Getting Started with A1OSIS Plan Studio

Set up your company profile, create the first customer project, load a plan, confirm scale and save a reusable Plan Studio workspace.

8 minutes5 stepsVisual + written guide

BEFORE YOU START

  • Your company name and logo
  • A customer or project name
  • A PDF, image or service address

WHAT THIS IMPROVES

  • Consistent company branding
  • Accurate project identity and scale
  • A saved workspace ready for equipment placement
Open Plan Studio demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Open Company Profile

Enter the company name, contact information and default plan footer. Upload a clear horizontal or square logo that remains legible when exported.

Why this mattersThese details automatically brand plans, legends and customer-facing exports so the information does not need to be rebuilt for every project.

Field note: Use the legal or customer-facing company name you want printed on every deliverable.

PLAN STUDIO
AccountCompany profileSave company standard
TOOL SHOWNCompany profileSave company standard
PropertiesLabelQuantityNotesStatus
Company profileThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Create the customer project

Select New, name the project, enter the customer and service address, then identify the floor or site area you are designing.

Why this mattersPlan Studio connects equipment, routes and later proposals through the same customer and project record.
PLAN STUDIO
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Choose the baseline source

Upload an existing PDF or image when one is available. If the customer has no plan, use the address-based site baseline workflow instead.

Why this mattersStarting with the best available source reduces field corrections and keeps device placement understandable.
PLAN STUDIO
AccountCompany profileGenerate baseline
TOOL SHOWNSite referenceGenerate baseline
PropertiesLabelQuantityNotesStatus
Site referenceThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Confirm dimensions and scale

Enter known plan width and height or calibrate against a known distance. Use Fit Full Plan before placing equipment.

Why this mattersCable lengths and the size relationship between devices depend on the full-plan scale.
PLAN STUDIO
AccountCompany profileFit full plan
TOOL SHOWNScale & focusFit full plan
PropertiesLabelQuantityNotesStatus
Scale & focusThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Save the first draft

Use Save Draft and confirm the success message beneath the action. The project can now be reopened from the dashboard or carried into another workspace.

Why this mattersSaving early protects the initial setup and creates the customer/project connection used throughout the platform.
PLAN STUDIO
AccountCompany profileSave draft
TOOL SHOWNWorkspace actionsSave draft
PropertiesLabelQuantityNotesStatus
Workspace actionsThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • Company name and logo appear in the plan header
  • Customer, address and floor are correct
  • Plan dimensions reflect the full site
  • Draft appears in the project dashboard

NEXT TUTORIAL

Create a Site Baseline from a Property Address

Use an address and satellite reference to frame a property, isolate the working area and produce a measured black-and-white site baseline.

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