Baseplan

Create your first plan

8 min read

Who can use this

Available to:
Workspace members who can create plans; guests cannot
You will need:
A clear plan name and the site's postcode or place
Starts with:
Core Assets or an active workspace asset library
Best for:
New event sites and repeatable operational layouts

A Baseplan plan is the shared working map for one event or site. It keeps the real location, approved planning assets and operational layout together, so your team can build on the same version instead of starting again each time.

In this guide
  1. How plans work
  2. Create the plan
  3. Add your first asset
  4. Build a useful first pass
  5. Frequently asked questions

How plans work

A plan keeps the real site, approved assets and operational layout in one shared workspace.

A plan combines a real map location with one or more levels. Each level uses an asset library, so you can place approved assets, markers, lines and zones without rebuilding your standards every time.

Create the plan

Set the plan up once, then move straight into the planner.

  1. Create the plan

    In the workspace that should own the plan, open Plans and choose Create plan. Give it a clear name, choose the correct place or postcode, and select Core Assets or an active workspace asset library. Choose Create plan again to open the first level in the planner.

    Choose the real site and the library your team should use before opening the planner.

Add your first asset

Use one approved item to learn the essential loop: find, place, adjust and find it again.

  1. Orient yourself on the map

    Choose Start planning, or take the short product tour if you want Baseplan to point out the main controls. Check that the map is centred on the correct site and use the map controls to choose a useful view before placing anything.

  2. Find an approved asset

    Open a category in the left-hand library or choose Search library. Search for the item you need; the current level's asset library controls which approved items are available.

    Search across the current library when you know what you want to place.

  3. Place it on the map

    Choose an asset and then click the point on the map where it belongs, or drag the asset from the library onto the map. Use the real site as your reference and place the item close to its intended position.

  4. Position and adjust it

    Select the asset, then drag it to move it and use the on-map handles to resize or rotate it. Double-click the asset to open its details when you need to check or change exact values.

  5. Use object actions when needed

    Right-click the asset for actions such as hiding, locking, labelling, duplicating or deleting it. Labels are available only for supported asset types, and a locked asset is useful once a fixed item is in the right place.

  6. Find placed work again

    Open Site items to see everything on the current level. Search for an object and select it from the list when it is difficult to find on the map.

    Site items keeps assets, lines and zones easy to find as the plan grows.

Build a useful first pass

Add the fixed site structure first, then layer in the temporary event layout.

  1. Add the fixed site details

    Place the boundaries, entrances, access routes and permanent facilities that every later decision depends on. Lock fixed items once their position is correct so they are not moved accidentally.

  2. Add zones, lines and markers

    Use zones for areas, lines for routes or boundaries, and markers for points such as entrances or emergency equipment. Keep labels short and operational so another person can understand the plan quickly.

  3. Use levels deliberately

    Add another level for a genuinely separate floor, zone or operating layout. Keep related work on the same level when people need to understand it together.

Frequently asked questions

Choose Core Assets for the shared baseline, or an active workspace library when your team has approved sizes, colours and locking rules it wants every planner to follow.

Keep learning