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How do I set up a logistics plan (site plan/logistics manual)?
- Before you start
- A construction site role with the Can create logistics files (incl. site plan) permission
- Where to find it
- Settings → Logistics → Files (site plan/logistics manual) → Add file
- How to check the result
- The saved file is stored as a logistics file; its display follows the selected display setting.
On this page
Quick answer
| Step | Description |
|---|---|
| 1 | Go to “Settings” in the left-hand navigation |
| 2 | Select the “Logistics” entry below it |
| 3 | Select the “Files” tab and click “New file” |
| 4 | Enter a name, choose the display location and upload the file |
| 5 | Confirm the upload by clicking “Save” |
Requirements
You need a role on the construction site with the permission Can upload logistics files and site plans.
Note: The Files tab is available with appropriate management permissions for logistics files. Read-only access to files is not enough to open the settings page. You can also upload general logistics files under Deliveries → Overview in the Files box via Add file.
Step 1: Open “Settings” in the left-hand navigation
Go to “Settings” in the left-hand navigation.
Step 2: Select the “Logistics” entry
In the left-hand navigation, select the “Logistics” entry under “Settings”.
Step 3: Select the “Files” tab
Select the “Files” tab and click “New file”.
Step 4: Enter name, display location and file
Enter a Name and choose the Display location. Then drag the file into the File field or click “Click to upload or drop here”. PDF, image and Office files are allowed.
Step 5: Save
Confirm the upload by clicking “Save”.
Important note
- Display location “Deliveries > Overview”: The file appears on the Deliveries → Overview page in the Files box.
- Display location “Deliveries > New booking > Site plan preview”: The file is shown as a site plan preview when a delivery booking is created. Only one site plan can be shown as a preview at a time; a new one replaces the previous one.
- The shared site plan with storage areas and markers is set up under Settings → Site plan via Upload site plan.
Need further help?
If you need further assistance with setting up logistics plans, our support team is happy to help.