Archives Docs

Installation Deployment for IT

As an IT admin, you can deploy the product across multiple machines using a license key, eliminating the need for users to enter the license key themselves. When using the MSI installer, include the ‘LICENSEKEY’ flag to apply a license…

Save and Open Settings

Marketing Plans allows you to save and open settings files.This helps maintain office standards, reduces setup time, and allows you to continue working at a later stage. Settings Files Contain: Design Layout: All sheet components and their properties Marketing Plans…

Design Layout

The Design Layout section allows you to set up and customize the sheets that will be generated for your marketing plans. To set up the layout, click Design Layout from the main Marketing Plans window. Design Layout Window Overview The…

Getting Started

Launching Marketing Plans To launch the Marketing Plans application, navigate to the Add-Ins toolbar in Revit and click Marketing Plans. Selecting Units To begin, select the units you want to include in your Marketing Plans. Click Select Areas in the…

Introduction

What Are Marketing Plans Marketing Plans, also referred to as Blacklines/Sales Plans, are presentation-ready floor plans used for marketing, as part of the Marketing packages for developers or real estate teams, sales & leasing brochures, and also for competitions or…

Video Tutorial

Full video Tutorial A short walkthrough video on how to use the Marketing Plans tool for Revit.

Installation

Supported Versions Marketing Plans supports Autodesk® Revit® versions 2025 – 2026 Installation The installation process is the same as any software windows installation. 1. Make sure Revit is closed. 2. Double click on the installer file. 3. Click ‘Next’ on the…

Export and Share

Export Image: To export a preview image from the 3D view, go to ‘File’→’Export’→’Image’→ ‘Preview’. To export a preview image of the analysis dashboard, go to ‘File’→’Export’→ ‘Image’→ ‘Analysis’. Export Excel Data File: When exporting the analytics, Planary will create…

Export and Share

Export masses: When exporting masses to Revit, Planary generates a mass for each building and places it at the exact location of the filled regions. 1. To export masses, go to ‘File’→’Export’→’Mass into Revit’.  2. In the popup window, type…

Troubleshooting

 Planary is being updated regularly, and issues are being fixed. Upgrade to the latest version here If you encounter any further issues, please reach out to us at: support@agileform.ca Issue: Inaccurate or Distorted Rendering When working in AutoCAD, you may…

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