Knowledge Base

Presentation View

In Planary, you can create an interactive, live presentation view that links directly to your project. This allows you to organize and display visuals and metrics clearly and effectively.

Creating a New Presentation View

To create a new presentation view:

  1. Click the ‘+’ icon in the project tabs.
  2. Select New Sheet from the menu.

A new presentation tab will be created.

Click on the tab name to rename the presentation view.

Planary Version 5.0 - New Sheet

Double-click on the tab name to rename the presentation view.

Planary Version 5.0 -Sheet Rename
Toolbar Overview

On the left side of the screen, you’ll find a set of tools used to place and build your presentation.

Planary Version 5.0 -Sheet Toolbar
Planary_Zoom All

Zoom to Fit 

 Zoom to all elements in the view.

Planary_Boards - Camera

Insert Interactive Camera

  1. Draw a box to define where the camera view will be placed.
  2. In the top-right corner of the box, click the camera selection icon, then choose a saved camera from the drop-down menu.
Planary Version 5.0 - Interactive Camera
Planary_Boards - Metrics

Insert Interactive Metrics

  1. Draw a box to place the metrics view.
  2. In the top-right corner of the box, click the metrics icon, then select a metrics view from your project.

When you double-click on the metrics, you can adjust the view and switch between the sections of the Metrics panel.

Planary Version 5.0 - Interactive Metrics
Planary_Boards - Metrics

Insert Image

  1. Draw a box to define the image area.
  2. Click Choose File (JPG/PNG) and select an image file. 
Planary Version 5.0 - Place an Image File

When you hover over the image, a floating toolbar appears. Use it to set a frame colour and width.

Planary Version 5.0 - Floating Toolbar
Planary_Boards - Text

Insert Text

Click to place text in the view.

When hovering over the text, a floating toolbar appears allowing you to change the font, color, size, style, and alignment.

Planary_Boards - Rectangle

Draw Rectangle

Click and drag to draw a rectangle.

When hovering over it, use the floating toolbar to change the fill colour, stroke colour, and stroke width.

Planary_Boards - Arrow

Draw Arrow

Click to set the start point, then drag to set the end point.

When hovering over the arrow, use the floating toolbar to adjust the stroke colour and width.

Planary_Boards - Line

Draw Line

Click to set the start point, then drag to define the direction and length.

Hover over the line to access the floating toolbar and adjust the stroke colour and width.

Right-Click Menu

When you right-click on an element in the view, the following actions are available:

Change Element Order: Move the element to the back or bring it to the front.

Duplicate Element: Create a copy of the selected element.

Lock / Unlock Element: Fix the element in place to prevent changes to its position or settings.

Delete Element: Remove the element from the view.

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