> For the complete documentation index, see [llms.txt](https://help.visuary.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.visuary.com/guide-visuary-en/visuary-interface/the-plan-page.md).

# The plan page

### The Visuary project in 4 steps

Scan, Existing floor plan, Renovation floor plan and sharing

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2Ft1uFFzMqqWXHfHPQMGCW%2Fonboarding%20video%20V5.mp4?alt=media&token=26b722c8-1311-4031-8cd7-f482ae155ab3>" %}

<p align="center"><mark style="background-color:yellow;"><strong>Scan → Existing floor plan → Renovation floor plan → Sharing</strong></mark></p>

**Scan**\
The LiDAR scan automatically generates the existing floor plan on site. A 3D view of the scan remains available.

**Existing floor plan**\
Reflects the existing condition, the as-is state: basis for the quantity takeoff before work and field data.

**Renovation floor plan**\
Model your Renovation proposal (changes, finishes, equipment). Retrieve the proposal quantity takeoff and generate a cost estimate based on the differences with the existing floor plan. View and compare both plans with the Before/after view, create a Reference plan, etc.

**Sharing**\
Send in two clicks an interactive link, an annotated reference plan, or a PDF report to your client, colleagues, or contractors.

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>How to go from the Survey / Measurement to the Renovation proposal</td><td><a href="/pages/3efb1269bb9f6a8cf282859222e26e6b0dffcb1a">/pages/3efb1269bb9f6a8cf282859222e26e6b0dffcb1a</a></td></tr><tr><td>Create a diagnostic report or audit</td><td><a href="/pages/b1dd282e34e8dab8863037b381c84c2812b27040">/pages/b1dd282e34e8dab8863037b381c84c2812b27040</a></td></tr><tr><td>Painting: Survey / Measurement, Quantity takeoff and installation plan</td><td><a href="/pages/a0819577c817b1c7abc1692de1d3fef08982775f">/pages/a0819577c817b1c7abc1692de1d3fef08982775f</a></td></tr><tr><td>Tiling: Survey / Measurement, Quantity takeoff and installation plan</td><td><a href="/pages/0463811e74d5f5a3c70c90521a529efd4fe8ba79">/pages/0463811e74d5f5a3c70c90521a529efd4fe8ba79</a></td></tr><tr><td>Parquet: Survey / Measurement, Quantity takeoff and installation plan</td><td><a href="/pages/367feca015e5d53d500b5d3b42bbaf5b8bbf0045">/pages/367feca015e5d53d500b5d3b42bbaf5b8bbf0045</a></td></tr><tr><td>Share the plans, comments, Quantity takeoff or complete file</td><td><a href="/pages/311abbeaa13ce2a3e87834c12088dee56dc844b5">/pages/311abbeaa13ce2a3e87834c12088dee56dc844b5</a></td></tr></tbody></table>

### Better understand the distinction between the Existing floor plan and the Renovation floor plan

{% hint style="warning" %}
**The distinction between the existing floor plan and the renovation floor plan is essential**, especially to get a [cost estimate](/guide-visuary-en/data/the-cost-estimate.md) reliable one: it is the comparison between the state **before** and **after the work** that makes it possible to generate a precise and consistent cost estimate.
{% endhint %}

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FpKJc9CInbgKEVLOkainD%2FScreen%20Recording%202026-07-07%20at%2015.03.06.mp4?alt=media&token=ee15f26d-5216-4d5a-9b68-ab8f9b6e6659>" %}

If you've made changes to the **Existing floor plan** after starting to work on the **Renovation floor plan**, a button will appear at the top of the screen in the Renovation floor plan tab, with a blue location pin next to the save button. If you click it, the tool will suggest that you "**Update"** the plan.

<p align="center"><img src="/files/cfb2ec532fa92b8ebcdd59286b35fbe6e3b03c1b" alt=""></p>

This action allows the Renovation floor plan to take exactly the same base as the Existing floor plan, **without causing you to lose your renovation proposals**.

{% hint style="success" icon="lightbulb" %}
**Always start by completing the Existing floor plan before starting your renovation proposals** in the Renovation floor plan tab, so that you no longer modify the Existing floor plan.
{% endhint %}

### Rename a project from the plan page

#### Rename a project on a computer

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FB6IInz3X3p7Ryl3wZe5K%2Frenommer_projet_ordi.mp4?alt=media&token=ae2f3d3b-b70d-4401-ba3c-8bfc3290e138>" %}
Rename a project from a computer
{% endembed %}

To rename a project on a computer:&#x20;

1. **Click the project name at the top left of the screen** to edit it.

#### Rename a project on iPad or iPhone

{% columns %}
{% column width="41.66666666666667%" %}
{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FwTNtaBLxjicjzWMPhvcY%2Frenommer_app.mp4?alt=media&token=fe1e4c28-8f9f-427a-ab0b-30941141541d>" %}
Rename a project from the mobile app
{% endembed %}
{% endcolumn %}

{% column %}
To rename a project from the mobile app:

1. Click the **3 dots** at the top right of the screen
2. Click the**pencil icon:** you can then rename your project
3. Click on the "**Finish**"
4. Save the project to record the change
   {% endcolumn %}
   {% endcolumns %}

### **Save a project**

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FrHXuKmOH4eGnxQ7TsaMp%2Fsauvegarder_projet.mp4?alt=media&token=f35f3041-bbd0-42de-a1b4-1a7bf3576f6e>" %}
Save a project on Visuary
{% endembed %}

To save your project:&#x20;

1. A red dot appears on the save icon when the changes made have not yet been saved
2. **Click the save icon** to save your changes.&#x20;

{% hint style="warning" %}
**When the save icon blinks slowly, it means the save is in progress** but it is not finished. \
Make sure the icon turns completely black again before closing the project.
{% endhint %}

### Automatic saving

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZFcDkdPcFkKsLAju8DW3%2Fuploads%2FZZnuVM6sE2VPpmjraJlB%2Fsauvegarde_automatique.mp4?alt=media&token=3150abbb-9c01-4f3c-9527-6fdee572a69d>" %}
How automatic saving works
{% endembed %}

{% hint style="warning" %}
**Automatic saving is stored locally on the device from which the changes were made**.\
Therefore, if you open the same project from another device, the changes saved automatically cannot be restored.
{% endhint %}

To restore previously made changes:&#x20;

1. Click the button **"Restore"** which appears at the top of the screen
2. **Click the save icon** at the top right of the screen to permanently save the changes

If you do not want to restore the unsaved changes, click the button **"Ignore".**

{% hint style="success" icon="lightbulb" %}
If you use Visuary from a computer, you can **check that the saving was correctly** done by following the steps below:

1. Click the save icon to save your project.
2. Open a new tab in your browser and go to the same project.
3. Compare the content displayed in the two tabs.

**If the plan is identical in the two tabs, this means the save has been taken into account.**
{% endhint %}

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td>The projects page</td><td><a href="/pages/ea6accde2fa7f0e78894d0995ea6e7fb48e0160b">/pages/ea6accde2fa7f0e78894d0995ea6e7fb48e0160b</a></td></tr></tbody></table>


---

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