Knowledge Base

Save Plans

In Plan Match, you can store floor plans based on Revit Areas and Rooms. Saved plans will be visible and accessible to everyone on the team according to the assigned permissions.

To save a plan from your Revit project:

1. Go to the ‘Add’ page.

Plan Match for Revit - Main Menu -Add

2. Under ‘Pick from Revit’ select ‘Area ‘ or ‘Room’.

Plan Match for Revit - Add Area Room

3. In the Revit view, select the areas or rooms you wish to save, and click ‘Finish’.

Plan Match for Revit - Add- Finish

4. After selecting the areas/rooms in Revit, Plan Match will present the plans for your final review before saving:

  • Preview: Including zoom in/out functionality.
  • General Information: Including area, file name, project name, and address.
  • Custom Properties: Including custom Revit parameters.
  • Tags: Add tags to help categorize the plan.
Plan Match for Revit - Add - Review Plan

6. Select the plans you wish to save.

Plan Match for Revit - Add -Check Plan

7. Select an existing category for the plans or type a new category.

Plan Match for Revit - Add - Plan Category

8. Click ‘Save to Library.’

Plan Match for Revit - Add - Save Plan to Library

9. Click ‘Done.’

Plan Match for Revit - Add - Done

The selected areas/rooms are now saved in Plan Match!

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