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Manage Layers of a Project

Tobias Patek
  • Updated

Overview

Each project requires at least one layer to organise all your tickets in PlanRadar. You can create a hierarchy of layers to organise your project into buildings, floors, type of work, and other aspects.

You can create, delete, rename and rearrange layers in both, webapp and mobile apps. In the webapp you can also sort them alphabetically as a one-time operation.

Read more about Layers.

Access & Permissions

To manage the layers of a project, you need an in-house user with the user permission 'Projects'.
Read more in Permissions.

How to access

To manage the layers of a project:

  1. Click Projects
  2. Click on the project to open it
  3. Click Plans and layers
  1. Select the project e.g. Office Complex 11
  2. Tap Tickets
  3. Open the layer selector
  4. Open the More menu
  5. Tap Manage Layers
  6. See the manage layers screen

Create a Layer

You can structure your layers in a hierarchy of layers and sub-layers.

Be aware that you can upload plans to existing layers or create layers while uploading plans as described in Upload Plans to Layers.

To create a layer on the first level of your structure:

  1. Click Create layer
  2. Enter the Layer name
  3. Click X to remove the parent layer (only required if a layer is currently selected in the tree)
  4. Click Save

To create a sub-layer:

  1. Optional: Select a parent-layer under which you want to create a sub-layer e.g. Building B
  2. Click Create layer
  3. Enter the Layer name
  4. Optional: Select a different parent-layer in the drop-down
  5. Click Save

To create additional layers without a plan:

  1. Click Create layer without plan
  2. An additional line is added each time where you can enter a layer name and change the parent-layer as described above.

To create a layer or sub-layer without a plan:

  1. Tap Create layer
  2. Enter a Layer name e.g Ground Floor
  3. Optional: Tap Select parent layer
  4. Optional: Select a parent layer e.g. Building B
  5. Tap Create layer

Navigate the Layer Hierarchy

Collapse/Expand Sub-Layers

To collapse and hide the sub-layers of a parent-layer:

  1. Click the - icon

To expand and show the sub-layers of a parent-layer:

  1. Click the + icon

Navigate to Sub-Layers and Back

To view the sub-layers of a parent-layer:

  1. Tap the arrow button next to the parent-layer
  2. See the name of the current layer
  3. See the list of sub-layers

To go one level up in the hierarchy:

  1. Tap Go one level up

View Layer Details

To view the details of a layer:

  1. Tap on the layer
  2. See the Layer details

Rearrange Layers

To change the hierarchy or order of a layer with drag and drop:

  1. Drag the order icon of the layer you want to move.
  2. Drag it up or down to change the order.
  3. Drag it left or right to change the hierarchy level.
    If you move it further to the left, you see the blue arrow indicating it will be placed on the same level as the layer above it, instead of as a sub-layer as in step two.
  4. Drop it on the desired position by releasing the mouse button.

Change or Remove the Parent Layer

Besides using drag & drop, you can set the parent layer via the parent layer dropdown:

  1. Select the layer
  2. Select a new Parent layer in the drop-down

To remove the parent layer and move the layer to the first level of the hierarchy:

  1. Select the layer
  2. Click X in the Parent layer drop-down

To change to order of layers on the first level of the hierarchy:

  1. Tap Rearrange layers
  2. Drag and drop the layers to the desired position

To change to order of sub-layers of a specific parent-layer:

  1. Navigate to the parent-layer as described above in Navigate the Layer Hierarchy.
  2. Tap Rearrange layers
  3. Drag and drop the layers to the desired position

Sort Layers

To apply a one-time alphabetic sort on all layers while keeping the hierarchy unchanged (only in the Webapp):

  1. Click the Sort icon
  2. Click Sort ascending (0-9, A-Z)
  3. OR click Sort descending (Z-A, 9-0)
  4. In this example, this would be the result of an ascending sort:

Rename a Layer

To rename a layer:

  1. Select the layer
  2. Enter a new Layer name
  1. Navigate to the layer and view the layer details as described above in Navigate the Layer Hierarchy.
  2. Tap on the layer name to enter a new name.

Delete a Layer

It is not possible to delete a layer that contains tickets. If you are using Documents by Layers it is also not possible to delete a layer that contains documents.

Deleted layers cannot be restored. If they contain plans or BIM models, these will also be deleted.

To delete a layer including all its plan versions:

  1. Select the layer
  2. Open the More menu
  3. Click Delete layer
  4. Click Delete layer to confirm
  1. Navigate to the layer and view the layer details as described above in Navigate the Layer Hierarchy.
  2. Tap Delete layer
  3. Tap Yes

Search for Layers

Use search to show only layers that match a specific term.

To search for layers:

  1. Enter your search term
  2. See the list of layers found
  3. See the number of layers found

To clear the search and see all layers again:

  1. Remove your search term by pressing Backspace or Delete on your keyboard
  1. Tap search
  2. Enter your search term

Note that only the currently displayed layers are searched (sub-layers not included).

To clear the search and see all layers again:

  1. Tap the X button

To cancel search and text input:

  1. Tap Cancel

Layer Icons

Icons quickly indicate whether a layer contains a plan or BIM model (only in the Webapp).

  1. Layer has a 2D plan
  2. Layer has a 3D BIM model
  3. Layer has no plan or BIM model

 

 

 

 

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