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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

StepDescription
1Go to “Settings” in the left-hand navigation
2Switch to the “Logistics” tab in the top bar
3Scroll down to the “Files (site plan/logistics manual)” section and open the “Add file” field
4Either drag and drop your file or use the “Select file” button
5Confirm the upload by clicking “Save”

Requirements

You need a role on the construction site with the permission Can create logistics files (incl. site plan).

Step 1: Open “Settings” in the left-hand navigation

Go to “Settings” in the left-hand navigation.

Settings navigation

Step 2: Select the “Logistics” tab at the top

Switch to the “Logistics” tab in the top bar.

Select Logistics tab

Step 3: Scroll to the “Files (site plan/logistics manual)” section

Scroll down to the “Files (site plan/logistics manual)” section and open the “Add file” field.

Files for logistics

Step 4: Upload the file (drag and drop or “Select file”)

Either drag and drop your file or use the “Select file” button.

Upload file

Step 5: Save

Confirm the upload by clicking “Save”.

Important note

  • If you want the file to be shown as a preview when a new delivery is created, change its display location here
  • Storage areas are uploaded separately

Need further help?

If you need further assistance with setting up logistics plans, our support team is happy to help.

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