Download PDF β AddingandEditLayoutPins.pdf
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How to Add and Edit Pins to Layouts
Accessing Layouts Tab
Go to the layouts tab in global settings after uploading layouts.
Exploring Pin Templates and Categories
Filter through pin templates like athletic fields, classroom desks, etc.
Add pin categories for better organization (e.g., HVAC, classrooms).
Adding Pins to Layouts
Click on the desired layout to add pins.
Options include moving and resizing shapes, drawing shapes, adding text.
Editing Pins
Click into a pin to access edit options like resizing, duplicating, and associating with locations, equipment, or projects.
Associating Pins
Choose to associate pins with locations, equipment, or projects.
Name the pin, add descriptions, and update details as needed.
Deleting Pins
To delete a pin, click on the edit section, then hit delete.
Confirm deletion to permanently remove the pin.
Finalizing and Viewing Pins
Save changes and close the editing window.
View all added pins in the layouts view for easy access and reference.