User manual · October 2026
From site to decision, step by step.
URBN Strategy helps development teams test what can be built on a site, what it would earn and which option to take — with every number traceable to its source. This manual walks you through each feature with annotated screenshots. The numbered orange markers in each screenshot match the numbered steps beside it.
1. Getting started
Sign in, or create your organisation's workspace in a minute.
Sign in
- Enter your Email address.
- Enter your Password.
- Select Sign in. You arrive in your last workspace.
- No account yet? Select Create an account.
- Forgotten your password? Select Forgot password? under the password field (see Reset or change a password).
Create an account and organisation
- Type Your name.
- Type your Organisation name — usually your company or team.
- Type your work Email address.
- Choose a Password of 15–128 characters; a long passphrase works well.
- Tick I agree to the terms of service and the privacy notice.
- Select Create account.
Reset or change a password
- Forgotten your password? Select Forgot password? on the sign-in page and follow the steps shown. Where the page offers Send reset link, enter your email address and select it; the emailed link works once for 60 minutes. Otherwise contact us through the website and we will restore your access.
- With a reset link, choose a new password of 15–128 characters and select Set new password. Every session on every device is signed out; sign in again with the new password.
- To change a password you know, open Account and organisation, expand Change password, enter the current and the new password and select Change password. You stay signed in here; other sessions are signed out.
2. The workspace at a glance
One screen holds your project, the working canvas and the evidence behind it.
- Header. Pick the project and the scenario you are working on. The header also holds Compare, Review, Export, the Workspace guide (?) and your Account and organisation menu.
- Project navigator. Open the project, its Site & context, Scenarios, assumption groups, Sources & evidence and Change history.
- Canvas views. Switch between 2D Map, Layouts, 3D Massing, Programme, Financials, Alternatives, Compare, Advisor and Exports.
- Inspector. Record the inputs for the selected scenario in the Planning, Market, Costs, Finance and Sources tabs.
- Results strip. The scenario's headline numbers — GFA, units, parking, CAPEX, GDV, IRR, NPV and warnings — each marked Ready, Stale or Not calculated.
Layout controls
The sliders icon beside the canvas heading opens Display options: set the navigator (200–280 px) and inspector (300–380 px) widths for this session. The expand icon at the end of the canvas tabs focuses the canvas by hiding both side panels, and the icon beside Project navigator collapses the navigator. On screens narrower than 1,050 px the inspector opens from an Open inspector button.
Keyboard
Tab moves between controls, ←/→ switch tabs, Home/End jump to the first or last tab, and Esc closes dialogs and drawers. With the map focused, arrow keys pan, +/− zoom and Shift+arrows rotate and tilt.
Links you can share
The address bar keeps your selected organisation, project, site and scenario, so a copied link opens colleagues (with access) at the same place.
The workspace guide
- Open the user manual brings you back to this page.
Phones and small screens
3. Tutorial 1 · Your first feasibility study
In this tutorial you set up a fictional 100 × 80 m mixed-use parcel in Dubai, record its planning controls and assumptions, then calculate the programme, massing and finance. About 20 minutes.
3.1 Create a project
- Select Choose a project, then New project. The first screen asks What's the job?: choose Single development for one site, Master plan for several plots or developments (each plot is a site in the workbench), or Fit-out of an existing building.
- The second screen asks What will it contain?: select one use for a single-use project, or several. With two or more you can give a rough split: a whole percentage from 1 to 100 for every use, adding up to 100 %, or leave them all empty. A fit-out's building type is Office.
- On Project details, type the Project name and the Location, then the three-letter reporting Currency code (for example AED). All amounts use this currency; nothing is converted automatically.
- Choose Default units (metric or imperial). Optionally add a client or reference and a portfolio. The summary says what will open.
- Select Create project.
The job can be changed later only between single development and master plan. With a rough split, the empty Programme offers Start from your setup, which fills the uses and their shares as placeholder assumptions for you to complete. The programme doesn't model an other use yet, so spread its share across the other uses before saving.
3.2 Add a site
- Type the Site name.
- Optionally add the Address or location.
- Record useful context in Site notes.
- Select Create site. The canvas heading shows the site.
A project can hold several sites. In the same dialog, select a site to switch to it, use the pencil to edit it, or archive and restore it.
3.3 Create a scenario
- Navigator → Scenarios → New scenario, then type a Scenario name.
- Select Create scenario.
3.4 Fill in the first inputs, on screen or in Excel
A new site and a new scenario start empty, so the workspace opens a window for each input in turn: the plot boundary, then the scenario's planning controls, then its commercial inputs (programme, market, costs and finance). Each window offers the same two ways in.
- Enter it here opens a short form with the same fields as the template.
- Use the Excel template gives you a workbook to fill in offline, or to send to a surveyor, planner or market researcher, and upload in the same window.
- Skip for now closes the window. Each window opens once per site or scenario.
- Choose whether the coordinates are longitude and latitude (WGS84) or UTM eastings and northings. For UTM, give the zone's EPSG code, such as EPSG:32640 for Dubai.
- Type one corner per row, in order around the plot. The boundary closes itself; Add corners gives more rows.
- Select Check and review. Anything that needs fixing is listed, and marked at its field; nothing is saved until it is fixed.
Check the outline, area and perimeter, then select Save plot boundary. The next window opens when you continue.
- Download the template. Anything already saved, or typed in the form, comes pre-filled.
- Fill in the yellow cells. Drop-down lists hold the allowed choices, and the Read me sheet explains each part. Enter percentages as numbers: 35 means 35%.
- Upload the saved .xlsx file in the same window. It is checked straight away. Problems are listed by sheet and cell; fix them on screen or upload a corrected file.
Each value you save records the workbook's source rows (title, reference, type and confidence), so you can trace it later under Sources & evidence. Values that match what is already saved are left as they are, with their original sources.
3.5 Add the site boundary
You can import a boundary file, draw it on the map, or type coordinates.
- Paste a GeoJSON Polygon or MultiPolygon, or choose a file (up to 192 KiB and 1,000 vertices, counting each ring's closing point).
- Set the Source CRS of the file — EPSG:4326 for longitude/latitude, or a UTM zone such as EPSG:32640 for Dubai. Leave Working CRS blank for automatic UTM.
- Select Validate and review.
- Review the measurement: the site area and perimeter in projected metres (8,000 m² and 360 m here) and the working CRS chosen for you.
- Optionally give a reason, then select Save boundary. The badge changes to Revision 1.
- Draw boundary: click the map to add corners, or type longitude and latitude and select Add point; Finish drawing needs at least three points.
- Edit vertices: drag corners, or Tab to a corner and nudge it with the arrow keys (hold Shift for bigger steps), or open Coordinate inputs; then Validate boundary and Save boundary.
- Import GeoJSON: import or replace from a file.
- Coordinates or Excel: type the corners in a table, or fill in the Excel template (see 3.4).
- Go to coordinates (crosshair icon): move the map to a longitude and latitude.
- Boundary details: see the source and working CRS, the measurement engine and the saved GeoJSON.
Untick Street map to hide the background tiles; the zoom buttons sit at the bottom right.
3.6 Record the planning controls
The inspector's Planning tab lists 16 controls in four groups: capacity (plot ratio / FAR, site coverage, maximum floors, maximum height, floor-to-floor height), setbacks & open space (front, side, rear and general setbacks, minimum open space), uses & parking (permitted uses; residential, office, retail and hotel parking) and planning notes. Record the ones that apply; every value needs a source.
- Enter the Jurisdiction — the authority or planning area. It is fixed for the scenario once the first control is saved.
- Choose the Treatment: Hard constraint (must be met) or Soft assumption.
- Enter the Value (a FAR of 3 here).
- Describe the source: Source label, Source type and a Source link or reference, plus geography, asset scope, version and dates if known.
- Set the Confidence honestly: user supplied (the default), interpreted, verified or illustrative. The platform records it; it does not verify regulations for you.
- Select Save control.
- Select a value to change it. Changing a recorded control asks for an Override reason; the original value and source are kept.
- The book icon opens the control's source and history.
- The current value with its full source record.
- The Original value with its source, and the Override history — who changed it, when, why, and the before and after values.
3.7 Enter the commercial assumptions
Use the inspector's Market, Costs and Finance tabs. Each form records its currency and supporting evidence; saving a change asks for a reason and marks the programme stale.
- The Currency must match the project currency.
- Pick the Revenue / valuation method: sale, or rent cap (rent, occupancy, operating cost and cap rate). Hotels use adr occupancy (average daily rate and occupancy) or value per key.
- Enter the rates — for a sale, the Sale price per NSA (16,500 AED/m² here).
Costs. Costs → Edit costs assumptions: land acquisition, hard cost per GFA, soft costs and contingency as a percentage of hard cost, and an infrastructure allowance.
- Cash-flow timing: Quarter-end flows · uniform construction costs.
- Income cash-flow method: Exit value only (sell) or Stabilised operations and exit (hold, then sell).
- Financing method: No financing, or Interest-only debt with final repayment with a loan-to-cost target, annual interest rate, debt fee per draw and interest convention.
Also set the timing in quarters (construction duration, sales start and duration, stabilisation, valuation), the annual effective discount rate used for NPV, the Residual land value target (unlevered margin on cost or unlevered project IRR, with its target and a land-value search upper bound) and the price, cost and timing sensitivity steps.
3.8 Define and calculate the programme
- Enter the Total proposed GFA to test (24,000 m² here).
- For each use, set its GFA share and net efficiency. GFA shares must total exactly 100%; so must each residential unit mix or hotel room mix.
- Add more uses with Add residential, Add office, Add retail or Add hotel. Save with Save programme inputs.
- Select Calculate programme; recalculate whenever inputs change.
- Read the GFA, net area (NSA, NLA or GLA), units or keys and parking for each use. Here: 106 residential units and 310 parking spaces. Use Calculation history for earlier versions and the trace buttons for the full working.
3.9 Generate the 3D massing
Massing tests whether the programme physically fits within the controls. First save the massing inputs with Edit massing inputs:
- Massing mode: Generate orthogonal masses within the controls, or Validate manual footprints for up to 20 buildings you define (Copy saved result footprints starts from the last generated result).
- The floor-to-floor height and a Design floor ceiling — your own limit, which hard planning controls may reduce further.
- Up to 10 exclusions or hardscape areas, such as easements or paved courts.
- Read the Modelling policies and tick Use these policies for this calculation.
- Select Generate massing (Validate manual massing in manual mode). The badge shows Physical fit verified, Physically infeasible or Physical fit unknown.
- Switch between 3D buildings and 2D footprints.
- Drag to orbit and scroll to zoom; Reset 3D view and View from above restore standard views.
- Every recorded control — FAR, coverage, floors, height, setbacks, open space and uses — is checked against the model, with its source.
Shape the massing yourself
Open modeller opens a full-screen modelling workspace on the saved site, starting from the saved masses. Draw and reshape footprints directly, in plan or in 3D, and see the checks change as you work.
- Pick a tool: Select and move (V), Push and pull (P), Rotate (R), Edit corners (E), Rectangle (B), Polygon (L), Split (S) or Navigate (H). With any tool, right-drag orbits, middle-drag pans and the wheel zooms.
- Live checks update as you model: GFA against the programme target, FAR, coverage, open space, height, setbacks, overlaps, and whether each mass stays inside the dashed buildable line. Select a failing check to select the masses involved. Fit to target GFA resizes a mass so the model meets the programme exactly.
- Save and calculate stores the footprints as manual massing inputs, with a reason once inputs exist, and runs the platform's calculation, which stays the record.
- Masses snap to corners, edges and the grid; hold Alt to place freely. Rotation lines up with site edges and 5° steps; hold Shift to turn freely.
- Envelope shows the zoning envelope: the buildable area raised to the height the controls allow, the lower of the maximum height and the maximum floors. It shows while you model and hides in the rendered look unless you switch it on; the panel's Tallest figure shows the limit.
- Ctrl+Z and Ctrl+Shift+Z undo and redo; Ctrl+D duplicates, J merges touching masses and Delete removes the selection.
- Arrow keys move the selection 1 m (Shift 10 m, Alt 0.1 m); + and − change its floors; 1 and 2 switch plan and 3D; F fits the site in view.
Bring footprints from CAD
Footprints drawn in AutoCAD, Rhino or another CAD tool come in from a DXF. The import reads the drawing's closed polylines, lets you choose the layers (building layers are chosen first) and the floors, and adds the outlines as masses you can then edit. A drawing on the site's grid lands in place; any other is centred on the site. An outline inside another becomes a courtyard, and one drawn at a height becomes a stacked mass. Save a DWG as DXF first.
Towers on podiums
Every mass has a Base floor: the floors beneath it. A tower drawn over a podium overlaps it on the same floors until you press Stack on what's below, which stands it on the podium's roof; the stepper sets the base by hand.
- Masses may share plan area only on different floors. A stacked mass must stand wholly on the masses beneath it; the Stacked masses supported check names any part left hanging.
- Height and the floor limit count to the top of the stack; coverage and open space count the shared footprint once.
- With a mixed programme, the Uses chips choose what the selected building holds: a retail podium under offices or homes. The Use mix check warns when the buildings deliver a different mix from the programme.
Sun, shadows and images
- Render swaps the working colours for pale masses on a stone ground under a soft sky. Select it again to return.
- Under Sun and shadows, the sun follows the site's real position: choose the Date (the 21st of each month), the Time zone (proposed from the site) and drag the Time. The panel says how high the sun is and where it comes from. Clear Cast shadows for a flat light.
- The image button saves the current view as a PNG at about twice the screen's size, without selection handles: ready for a report or a client pack.
- Shadow study (PNG) renders the site from above in the rendered look with the sun at 09:00, 12:00 and 15:00 on the March equinox and both solstices, in the chosen time zone, and saves the nine views as one labelled sheet with a true north arrow: the diagram planning submissions ask for.
3.10 Calculate the finance
- Select Calculate finance. It needs a current programme.
- Read the unlevered returns: CAPEX (247 M AED here), GDV (≈ 311 M AED), profit, margin on cost (≈ 30%), project IRR (≈ 12.3% a year) and NPV (≈ 11 M AED). The residual land value follows.
- Switch between Project cash flow, Cost schedule and Financing schedule.
- Every quarter from Q0 (land) onwards, with discounted values.
- Price or rent, hard cost, land cost, development timing and absorption, each stressed down and up by your chosen step. These are stresses you choose, not forecasts.
4. Tutorial 2 · Generate and compare alternatives
Let the platform search use mixes for you, then compare the shortlist side by side.
4.1 Generate alternatives
- Choose the Ranking objective: Project IRR, Project NPV (the default), Residual land value, Gross development value, Fewest adverse checks or Weighted score.
- Choose the Shortlist size: 3, 4 or 5 scenarios.
- Set the minimum and maximum share for each use, and mark uses as mandatory. Advanced generation settings hold the Use share increment (10 or 5 percentage points), the Minimum mix difference (%) between options (default 20) and the Maximum candidate count (up to 50). Add the settings evidence, then select Generate alternatives.
- The shortlist, best first, with its mix, fit status, NPV and IRR. Open scenario opens an option as a normal scenario.
- Inspect candidate shows why it passed or failed each stage and how it scored.
4.2 Compare scenarios
- Tick two to ten scenarios under Scenarios to compare.
- Choose the Base scenario; differences are measured from it.
- Choose the Comparison objective used for ranking.
- Select Compare selected.
- Each column shows the rank, a 2D thumbnail, status and physical fit, with Open scenario and Review.
- Δ values are differences from the base (percentage points for rates).
- Why this rank? explains the ranking; Inspect evidence lists warnings, risk checks and input differences.
Above the matrix, Column order sorts the columns by objective rank or scenario name, Show exact stored values switches off rounding and Refresh saved results reloads them after recalculating. View input comparison sets the inputs side by side.
5. Tutorial 3 · Review, approve and export
Freeze the evidence, record the decision, and share a stamped memo and workbook.
5.1 Save a decision summary and review
- Save decision summary freezes the current programme, massing and finance results into an immutable summary.
- Mark reviewed: enter a Decision reason, then Save review.
- Approve scenario: enter a reason, then Confirm approval.
- Approved revisions are locked. To change them, clone the scenario.
- The review and approval history records who decided what, when and why.
5.2 Export a PDF memo and an Excel workbook
- Optionally tick up to nine other scenarios to include a comparison; this scenario is the base. Choose the ranking objective (here Fewest adverse checks replaces the risk proxy).
- Generate PDF memo: an A4 decision memo with outcomes, drawings, programme, controls, finance, sensitivities, comparison, sources, every unresolved warning and a version stamp.
- Generate Excel workbook: the same evidence as formulas that reconcile to the saved results, including a Reconciliation sheet.
- Each export records the scenario version, decision summary, warning count and SHA-256 checksum. Exports are never changed after creation.
- Download any export again at any time.
See a sample decision memo generated from this tutorial's fictional study. Viewers can download exports; editors and owners create them.
5.3 Draw the massing and hand it on
Massing drawings and models draws the saved massing on an A3 sheet to print, or writes it as a file for the next tool: the site, envelope, every building from its base to its top, each floor and the export record, with the evidence digest.
- Drawing sheet (A3 PDF): the site plan and four elevations at standard scales, with the area schedule, programme, planning controls and a title block. Print it at 100% to measure from it. See a sample drawing sheet.
- AutoCAD (DXF): layered outlines, floor and roof outlines at their heights and 3D masses, in the site's grid coordinates.
- BIM (IFC): a storey per floor with each building's floors, areas and properties, for Revit, ArchiCAD and BIM viewers.
- Rhino (3DM): closed solids on a layer per building with their figures as user text, plus floor curves.
- Rendering (glTF): lightweight 3D for Blender, Twinmotion, D5 and web viewers.
6. The Advisor
Ask structured questions about your project and preview planning changes before applying them. The Advisor runs in Guided mode: answers and previews come from the platform's own calculations. The Advisor does not call an AI provider.
- Under Ask the project, pick a guided question: Project overview, Explain this scenario, Warnings & checks or Sources & provenance.
- Or, under Why does one option perform better?, choose an Alternative scenario and an objective, then select Explain comparison.
- Answers cite the saved results and record IDs they come from, and label stale evidence.
Preview a FAR change
- Enter a Proposed FAR and a Reason for proposed change, then select Preview FAR change. The preview reads Proposal only — no rule changed.
- Review the before-and-after planning allowance and programme checks. To apply it, tick I reviewed this exact change… and select Confirm & apply FAR change; otherwise Discard proposal. Proposals expire after 30 minutes. After applying, recalculate programme, massing and finance.
7. Tutorial 4 · Office floor planning
Plan measured office floors with rooms, furniture, doors and windows, check them, view them in 3D and export CAD drawings. No site or scenario is needed — just a project. Open Layouts, then Office: the tab lists an entry for each use of the project. The residential entry draws each building of the scenario's 3D massing floor by floor as dwellings, with the unit schedule and the area statement; the hotel and retail entries say what their layouts will draw and what covers them until then.
- New floor starts an empty 36 × 24 m floor.
- Use demonstration opens Studio 36 · office demonstration, a furnished, fictional 36 × 24 m (864 m²) floor you can edit.
Editors see these buttons; viewers can open saved plans. Saved plans are listed in the picker beside them.
- Switch between 2D plan, 3D preview, Architectural drawing and Building levels.
- Pick a space type and select Add space (or Draw space to draw it), pick furniture and select Place furniture, add + Door, + Window and + Entrance, and use + Fixed element for a column, lift / stair core or service zone.
- Drag objects on the plan; switch between Select, Pan and Draw partition, and use the zoom controls or Fit plan. Esc cancels a drawing.
- Set exact names, room types, sizes, positions, rotation and seats in Properties. Values apply when you press Enter or leave the field; invalid values revert. Choose Floor (or Floor & settings in the object list) to edit the floor outline, Ceiling (m), Snap (m), Design targets and a PNG or JPEG reference image of up to 350 KB.
- Save plan keeps an immutable version. Later saves record a Save reason (under Files & versions). Undo and Redo cover the last 50 steps.
- Floor area, workstations, meeting seats, declared seats, circulation and unallocated area, plus findings on geometry, overlaps, door access and clearances. Select a finding to jump to the object. Checks are design guidance, not certification of egress, accessibility or building code compliance.
- Switch between cutaway and Full-height walls.
- Tick Space colours to colour rooms by type.
- Drag to orbit and scroll to zoom. Reset office view and View floor from above restore standard views.
- Choose the Drawing scale — Fit to A3 picks the largest scale that fits — and set the Drawing number and Drawing date.
- Export CAD DXF: editable, layered 2D linework in metres for CAD software.
- Export drawing SVG: the vector sheet.
- Print / Save PDF: print at 100% with browser headers and footers turned off.
- Under Current floor placement, choose a Building group — or open Create a building group, name it and select Assign to new building — then set the Finished floor elevation (m) and Floor slab thickness (m). Save the plan.
- Add level from this floor creates an editable copy one level above; save it to add it to the building.
- Every saved floor at its elevation. Select a floor, then Isolate active floor, or return with Show all floors.
- Exploded view separates floors so you can inspect each one.
8. Tutorial 5 · An office fit-out
From the client’s pack to a test fit drawn on the landlord’s plate: the brief, the area programme, the building and the test fit, each a step of one project.
- New project starts a fit-out or a site feasibility study.
- New to fit-outs? Start with a sample fit-out makes a complete project from fictional data, and Getting started walks you through nine steps on it, each ticked as you do it. Dismiss hides the guide; Account and organisation shows it again.
- Each fit-out shows six progress dots and opens on the step you last used.
8.1 Create the project
- Choose Fit-out of an existing building. The building type is Office.
- Select Continue, then type the Project name, the Location and, if you like, the Client: a project code is proposed from the client’s name. Select Create project. The project opens on its Brief.
8.2 The brief: the client’s pack
- Drop the client’s files on Drop the client’s files: Excel, Word, PowerPoint, PDF, PNG, JPEG and DXF, up to 24 MB each. Upload only files your client allows you to store with us; each is stored encrypted.
- Each file gets a card and is read on the server: spreadsheets and the brief template by our own parsers, row by row, with the place of every value in the file. The facts found wait for you to confirm them; where two documents disagree, a conflict card shows both with their sources and a suggestion.
- The stepper above shows each step’s state: the Brief, the Building, the Programme and the Test fit are live.
Confirm the facts with Confirm all or one by one, settle each conflict and range, then Accept suggested choices. Add a fact records a requirement the documents do not state. Every decision is listed in the decision log, and the Brief’s downloads include the clarification log of open questions for the client.
8.3 Read the pack with Claude
- With document reading switched on and the client’s consent recorded (see Reading documents with Claude), select Read with Claude. The preview shows what would be sent, the tokens and the estimated cost, worked out here without sending anything.
- The same estimate in credits, with what your organisation has available (see Credits). When the balance cannot cover it, Read is replaced by Recharge for owners; editors are asked to find an owner.
- Select Read. The read’s actual cost is taken from your credits as it goes.
- Each fact shows the words around its quote, with the quote and the value marked.
- Our own code checks that the quote is in its document and the number in its quote.
- Press Y to confirm, E to correct it with Add a fact, or N to reject it.
8.4 The area programme and its workbook
- Once the brief is confirmed, the area programme is worked out: By function, By floor (with the stacking and the washroom check) and the Requirements check. Open Details for the trace behind any number, the standards used and the layout choices; changing a standard for this project asks for a reason.
- Download workbook makes the programme workbook with a revision label you choose; Download space need gives the building area each target needs. Before a building is typed, the Programme shows only that space need.
- Generate test fit draws the programme on the plate (see 8.6).
8.5 The building: the landlord’s plate
- The floors of the building, each with where its plate came from: typed, CAD or Scaled. A plate can be typed by hand: its size, the column grid, the core and the floors.
- Better, bring the landlord’s drawing in: Choose the landlord’s DXF (save a DWG as DXF in your CAD software first)…
- …or Choose the PDF plan, a vector PDF plotted from CAD.
- Each layer gets a role (wall, column, core, window, ignore…); change one and select Read again with these roles.
- What was found is drawn over the drawing, so you can check it. Choose where it goes under Use it for and select Confirm and use this plate: nothing becomes part of the building until you confirm. The area reconciliation then sets the measured areas beside the drawing’s labels and the landlord’s figures, and asks you to record the area basis when they differ by more than 2%.
- The scales the sheet states are suggested: select Use this scale.
- Or calibrate it: click two points a known distance apart and type that distance. Measure on the sheet then checks any length against the calibration.
8.6 The test fit
- Every floor, top floor first, with the operations seats drawn and the programme’s in brackets; a floor short of seats shows in red.
- The plan: rooms, corridors, the core, columns, doors and every desk. Pan and zoom; select anything to inspect it. Switch to 3D to see one floor or the whole building.
- Drawing shows the floor as a sheet of the A3 set: black linework on white, with the title block (floor, level, revision and status), the scale and scale bar, the north point, dimension strings, walls and doors with their swings, furniture symbols, room names with areas, a legend and the set's notes (a test fit is indicative and not for construction). It takes the set's scale: an apartment floor too long for 1:200 is drawn in parts, a sheet each, with match lines and a key plan (choose Sheet A, Sheet B). A name with no room for it on the plan carries a number, given in the room key. Zoom in with the buttons, a pinch, or Ctrl and the mouse wheel, drag to move round the sheet, jump to the title block, Print it on A3, or Download A3 set. The Services step has the same view, with the mechanical or electrical layers over the plan.
- The floor’s key figures, drawn against the programme; select one for the trace behind it.
- Where the seats go explains any shortfall or surplus, followed by the moves that would gain seats, the room schedule, other arrangements found, the checks and the notes.
- Clearances sets the clash rule: as in your drawings (chairs tucked in, 450 mm; desks may sit next to columns) or strict (750 mm chair zone, 100 mm from columns). Meeting rooms can be sized to the programme’s area. A change marks the test fit out of date: Update test fit redraws only what changed.
- A floor the layout cannot draw by itself, such as one with its core against a facade, reads Draw zones.
- Select Draw open-plan zone and drag rectangles on the plan (they snap to the facade, the core and the columns), then Done drawing.
- Update test fit fills the zones with desks.
- Type the Revision and, if you like, a Status: they appear on every sheet.
- A3 set (.pdf), Room schedule (.xlsx), DXF per floor (.zip) in the landlord’s coordinates and 3D model (.glb). Each is drawn on the server and saved when ready.
- Every file made is listed with the version it was drawn from, to download again.
9. Tutorial 6 · Edit, review and estimate the test fit
Adjust the drawn plan by hand, mark it up with your team, compare versions and price it.
- Select (V) a room to move it (drag it) or resize it (drag an edge); select a desk and press Delete to drop it, or restore a dropped one. Lock (L) keeps a room as it is.
- Undo and redo (Ctrl+Z, Ctrl+Shift+Z).
- Regenerate redraws the floor around your locks. A preview lists, floor by floor, what would change, the seats and any new failing check, and names a lock that now conflicts; nothing is written until you select Apply the update. Undo does not reach back past an applied update.
- Desks that a moved room now overlaps are dropped, shown dashed, never squeezed.
- Mark up the plan: cloud (C), text (T), arrow and highlight, or measure a length (M), an area (A) or an angle and keep it as a markup. Layers shows, hides or locks what is drawn.
- Each markup has a status (Open, Accepted, Resolved, Rejected), a comment and replies, and knows the room it sits in.
- Markups lists them all with search and filters, steps from one to the next, and exports them to CSV or Excel.
- Compare, then choose the version to compare Against.
- The plan shows what was added, moved or removed, with a count of each.
- Under Estimate, quantities are taken from the plan: partitions, doors, desks, chairs, lockers, floor finishes and ceilings. Your organisation’s rates price them (edit them with Edit the organisation’s rates; a project can override a rate with a reason). Select Make estimate.
- Download it as Excel or CSV; every line keeps its trace.
- Estimates exclude tax and are not quotations.
- Ctrl+K (Cmd+K on a Mac), or Actions in the top bar, lists every action of the step with its shortcut. Type to search and press Enter.
10. Team, evidence and history
Organisations and members
Account and organisation (the person icon in the header) holds your organisation’s plan and credits, document reading with Claude, its members and your sign-in. If you belong to several organisations, switch the Active organisation at the top.
- Owners grant access under Add an existing user: enter the person's email (they need an account first)…
- …choose Viewer — read only or Editor — create and edit, then select Grant access. Revoke removes access.
- Sign out ends your session. Create another organisation and Change password are just above it.
Plan and billing
- Plan and billing in the same dialog shows the active organisation's plan, seats and renewal date to every member.
- Where the section offers Choose Solo and Choose Team with their prices, an owner picks monthly or annual billing and pays on Stripe’s page; afterwards Manage billing changes seats, cards or the plan, or cancels. A change of seats is invoiced straight away, and Team keeps between 3 and 200 seats.
- During free access from a code, the section says until when and for how many seats. Choose a plan to continue afterwards.
- Otherwise, to subscribe or to change your plan or number of seats, contact us through the website. We confirm your plan and number of users in writing, set it up for your organisation and send the invoice.
| Role | Can do |
|---|---|
| Owner | Everything an editor can, plus add and revoke members, switch document reading with Claude on or off and record a client’s consent. An organisation always keeps at least one owner. |
| Editor | Create and edit projects, sites, scenarios, inputs and office plans; calculate, generate, review, approve and create exports. |
| Viewer | Read everything, open sources and history, compare scenarios, ask the Advisor's guided questions and download existing exports. |
Credits for reading with Claude and for renders
Reading documents with Claude and renders use credits. One credit covers one US cent of the AI cost, so a read whose cost is estimated at About $0.32 to $0.75 shows About 32 to 75 credits, and a standard render uses at most 4 credits (8 at high quality).
The account menu shows the organisation’s balance and this month’s allowance, with the day it renews, to every member.
- Every member sees the organisation’s balance and this month’s allowance. Credits held by a read or a render that is running are shown apart until it ends. Under Usage every member sees the credits used by reads and by renders, project by project, for this month or any of the five months before it.
- A member who is not an owner can select Ask an owner to top up: the owners see the request in their Credits section for 14 days and, where this workspace sends email, receive an email with a link to the packs. A member can ask once a day.
- Owners also see this month’s allowance (included with the plan for each seat, renewed on the 1st of each month and not carried over), the credits bought and when the earliest expire, welcome and code credits, free access and the seats used against the seats paid. Seats count for the allowance once their invoice is paid; seats added or removed during a month add or take back the allowance for the rest of that month. Welcome credits are given once per person, to the first organisation they own, once they have confirmed their email address.
- Owners buy a pack under Top up: select Buy beside a pack, pay on Stripe’s page, and the credits arrive as soon as Stripe confirms the payment. Bought credits last 12 months and are used after the monthly allowance. Where no pack is offered, contact us to arrange credits.
Before each read, Read with Claude shows its estimate in credits and what is available. When the balance cannot cover the estimate, owners see Recharge, which opens Plan and billing at the packs; after paying, Stripe brings them back to the project’s Brief. Other members are asked to find an owner. Once the read ends, its actual cost is taken, never more than it cost.
Codes
- Owners enter a code we have given them under Have a code? and select Apply code. Capitals, spaces and the hyphen do not matter. A code gives free access for some days, for the number of seats it states, and sometimes credits; an organisation uses each code once. Opening a link with a code while signed in opens Plan and billing with the code filled in.
- History lists every allowance, purchase, code and read with its credits (one line for each read, however many requests it made to Claude), and Receipts every pack bought with Stripe’s receipt.
- A link ending in ?code= and the code opens the sign-up form with the code shown. It is applied to your new organisation as soon as the account is created, and the result is shown before you open the workspace. If it cannot be applied, the account is still created and an owner can enter the code later in Plan and billing.
Discount codes for plans are entered on Stripe’s checkout page, under Add promotion code.
Reading documents with Claude
On a fit-out project, Claude, an AI model made by Anthropic, can read the client’s minutes, recaps, PDFs and spreadsheets and suggest the requirements they state. It reads only when you ask it to, and every fact it suggests stays a candidate until you confirm it.
- An owner opens Account and organisation, reads Document reading with Claude (what is sent, to whom, and what Anthropic does with it) and switches it on. Until then nothing is sent, on any project.
- On the project, an owner opens the project menu (⋯) → Client consent and records the date the client agreed and a reference, such as the subject of their email. Text documents then become allowed for AI; pictures and private documents never are, and bills of quantities and commercial documents only when an editor allows them on their card. A document’s card can mark it as not to be sent to AI, and recording the consent again keeps that mark. A PDF page without text is sent as an image only when it holds no picture; tick Also send its pages that hold a picture on a scanned document’s card to send its scans.
- On the Brief, an editor presses Read with Claude. A preview shows how many documents will be read, the tokens and the estimated cost, worked out here without sending anything, and the same estimate in credits (see Credits); nothing is sent until you choose Read. A document read before with the same text is not sent again, and a read cut short (by the hour it may take, or a document read only in part) continues from where it stopped when you press it again.
- Claude’s facts arrive checked by our own code: each quote must be in its document and each number in its quote. Open Review Claude’s facts and go through them one at a time: the words around each quote with the quote and the value marked, every place Claude read the same value, how it was read, and the checks. Values Claude read are confirmed here only. Press Y to confirm, E to correct it with Add a fact, or N to reject it.
- When Claude finds that one document replaces another, the Brief proposes it; nothing changes until you choose Mark as replaced.
- Download the Clarification log from the Brief’s downloads: every open question with what the documents say, ready to send the client.
Anthropic does not use data sent through its API to train its models, and keeps what it receives only for the period its commercial terms set. To stop sending, an owner switches document reading off, or records on the project that the client withdrew their consent. See the privacy notice for the details.
Renders with Higgsfield
A render turns a picture of a 3D view into a photoreal image. The Photoreal render button sits on the massing modeller’s toolbar, above the fit-out test fit’s 3D view (one floor, or every floor at its level) and in the stacked floors of an office building. Higgsfield, an image generation service, makes the image as our sub-processor.
- An owner switches renders on in Account and organisation → AI, after reading what they send. An organisation that switched document reading on before renders existed reads and accepts the updated wording first.
- On a fit-out project the client’s consent to renders must be recorded: in the project menu → Client consent, tick The client also agreed to renders by Higgsfield when you record it. A consent recorded for reading with Claude alone does not cover renders; record it again with the tick.
- An editor turns the 3D view to the angle they want and selects Photoreal render. The dialog shows the picture that will be sent, a style (daylight or dusk exterior, aerial, bright or warm interior, presentation model) with its description, which you can edit, and the quality with the credits it uses at most.
- Select Render. The image usually arrives within a minute; download it from the dialog. Earlier renders of the project are listed below it.
Only the picture of the view and the description are sent: no document, file name, project name, client name or account detail. We delete each request at Higgsfield as soon as the image is back; the uploaded picture is marked temporary and Higgsfield deletes it within seven days. A render that Higgsfield declines, or that fails, costs nothing. After a render, Render again makes another with a different style, description or quality. When the balance cannot cover a render, owners see Top up; other members ask an owner. If renders are not available yet in your workspace, the dialog says Renders are not set up yet.
Sources and evidence
- Every planning control and assumption section with evidence is listed; View opens the full source record. The inspector's Sources tab shows the same register.
Change history
- Every saved change — calculations, controls, reviews, exports and more — with the person, time, reason, and the values before and after.
Delete, restore and erase a project
- The project's admin (whoever started it) or an organisation owner opens Project details and selects Delete project…. Type the project name to confirm. Everyone loses access straight away.
- To bring it back within 7 days, open the project picker, select Deleted projects, then Restore.
- After 7 days the project is erased. A feasibility project's sites, scenarios, results, layouts and exports are deleted; a fit-out project's client documents and records become unreadable. An owner can erase it at once from Deleted projects with Erase now…, the project name and their password. A fit-out project is erased straight away; a feasibility project shows being erased now and leaves the list within a few minutes.
- Owners find every project erased in the last 30 days under Erased in the last 30 days in Deleted projects: the kind of project, who deleted and erased it and when, and what was removed. Its name is not kept.
Owners can keep a project with Keep until… (a retention hold), which stops it being deleted or erased until that date. Copies in backups remain until those backups expire; files people already downloaded are not affected.
11. Reference and glossary
Scenario statuses
| Status | Meaning |
|---|---|
| draft | Being edited; results may be missing or stale. Any input change returns a scenario to draft. |
| calculated | A decision summary has been saved from current results. Running calculations alone does not change the status. |
| reviewed | The exact summary revision has been reviewed, with a reason. |
| approved | Approved and locked. Clone it to explore changes. |
| archived | Kept for the record; read-only. |
The status bar under the canvas shows the status and version, for example draft · Version 3.
Glossary
| Term | Meaning |
|---|---|
| GFA | Gross floor area: the total built floor area tested by the programme. |
| NSA · NLA · GLA | Net saleable area (residential), net lettable area (office), gross lettable area (retail) — the areas that earn revenue. |
| FAR (plot ratio) | Maximum GFA divided by site area. FAR 3 on 8,000 m² allows 24,000 m². |
| Coverage | Building footprint as a percentage of the site area. |
| Setback | Minimum distance from the boundary. Massing applies the largest recorded hard setback to every edge. |
| Hard / soft | A hard constraint must be met; a soft assumption is recorded but not enforced. |
| GDV | Gross development value: sales plus capitalised terminal values. |
| CAPEX | Land, hard, soft, contingency and infrastructure costs, before financing. |
| Margin on cost | Profit as a percentage of unlevered CAPEX. |
| IRR | Project internal rate of return on unlevered quarterly cash flows, stated as an annual effective rate. |
| NPV | Net present value of the project cash flows at your annual discount rate. |
| RLV | Residual land value: the land price that exactly meets your target margin or IRR. |
| Cap rate | Annual NOI divided by value; used to capitalise rental income. |
| LTC | Loan-to-cost: the share of each cost funded by debt. |
| Stale | A saved result whose inputs have since changed. Recalculate before relying on it. |
| CRS / EPSG | Coordinate reference system. EPSG:4326 is longitude/latitude; UTM zones (such as EPSG:32640) measure in metres. |
| BUA · NUA | On a fit-out, built-up area: a floor measured to the outside of its facade zone; net usable area: the floor inside the facade, less the core. The programme fills the NUA. |
| Test fit | A layout of the area programme drawn on the landlord’s floor plates, to check the brief fits. It is indicative and not for construction. |
| Credit | One US cent of the AI cost of reading documents with Claude. |
Good practice
- Record a real source for every input, and set its confidence honestly.
- Clone scenarios to explore options instead of overwriting them.
- Recalculate programme, massing and finance after any input change, then save a new decision summary.
- Keep exported memos with their checksums as your decision record.
12. Troubleshooting
| You see | What to do |
|---|---|
| Recalculation required, Further calculations pending or Stale | An input changed. Recalculate the listed stages in order: programme, massing, finance, then save a new summary. |
| This record has changed since you opened it | Someone saved first. Your edits are still in the form: close and reopen it to load the latest version, then apply your changes again. |
| Selection unavailable | The link points to a record you cannot access or that was archived. Choose another project, or ask an owner for access. |
| Buttons are disabled | You may be a viewer, or the scenario, site or project is approved or archived. Clone the scenario or ask an owner. |
| You are back at the sign-in page | Sign-ins last 8 hours. Sign in again: the link restores your selection, but unsaved form input is lost. |
| Unable to sign in. Try again later. | Five failed attempts in 15 minutes pause sign-in for 15 minutes. Wait, then try again. |
| Street tiles are unavailable | The background map could not load. Your boundary and coordinate tools remain available. |
| 3D view unavailable | Your browser blocked 3D graphics. The 2D views, metrics and checks remain available; try another browser. |
| Exports are busy; retry shortly or Generation is busy; retry shortly | Other exports or generation runs are in progress. Wait a few seconds and try again. |
| A fit-out step reads Out of date | Something it was drawn from changed, such as the brief, the building or the clearances. On the Test fit, select Update test fit; on the Programme, settle what the Brief lists. |
| A floor reads Draw zones | The layout cannot place desks on that floor’s shape by itself. Draw open-plan zones on it (see The test fit), then update the test fit. |
| Not enough credits for this read | An owner recharges in Plan and billing (or contacts us), then select Read with Claude again for a new estimate. |
| Ask for a new estimate first | The estimate shown is more than 15 minutes old, or the documents changed. Select Read with Claude again. |
| Code not applied | The message says why: the code is not valid, has been used up or has expired, or your organisation has already used it. Codes are tried a limited number of times an hour. |
| Commercial currency needs review | The project currency changed. Select Review commercial currency and reconcile the market, cost and finance assumptions. |