Create and edit floor plans

Available with the ArcGIS Indoors Spaces extension.

With Indoors Floor Plan Editor, you can create floor plans and edit floor plan data to reflect real-world physical changes in the workplace.

You must have privileges associated with the default Publisher role or higher to create, open, and edit floor plans. If you're using a custom role, you must enable the Edit privilege for features in ArcGIS Online to open and edit floor plans.

New floor plans can be kept private or shared with your organization. You can also update the sharing level of existing floor plans at any time.

Create a floor plan

You can use Floor Plan Editor to make edits to existing floor plans, import CAD drawings of floor plans, or create floor plans from scratch by tracing over an image. All updates are made in a plan, which is a working copy of the indoor data. You can review the updates made in a plan with others and merge them to the default plan to make the updates available in the indoor data shared to your organization.

To create a plan in Floor Plan Editor, complete the following steps:

1. Verify that you are signed in to your ArcGIS organization and have privileges to create content.
2. Open the Floor Plan Editor app.
3. Click New Plan.

   The Create Plan panel appears.

4. In the Create Plan panel, provide a title, and optionally, add tags and a summary describing the plan.
5. Click the Save in Folder drop-down arrow and choose the folder where the plan will be saved.
6. Choose the appropriate Share With option:
   • Private—The plan is only visible to you.
   • Organization—The plan is visible to the organization.
7. Optionally, configure Group Sharing.
8. If the floor plan data contains more than 200,000 features, do the following:
   1. Click Next.
   2. Choose a plan type:
      • Blank Plan—Best for adding new facilities. No features are imported from the floor plan dataset.
      • Focused Plan—Best for working on a select number of facilities. Selected facilities and their associated features are imported from the floor plan dataset. When this plan type is selected, the Facilities drop-down menu appears with a list of facilities in the floor plan dataset. Select one or more facilities from the list to import their features.
      • Full Plan—Best for working on all indoors data. All features are imported from the floor plan dataset.
9. Click Create Plan.

   Note:

   Creating a plan can take up to a minute or longer if the floor plan data contains more than 100,000 features.

The new plan opens in Floor Plan Editor and is ready for floor plan editing.

Open an existing floor plan

In Floor Plan Editor, you can open floor plans created by others if the floor plan is shared with the organization.

After opening the Floor Plan Editor app, a list of available floor plans appears. You can open a floor plan from the list, or create a floor plan.

Note:

If you have trouble opening a floor plan, ensure that you have the necessary permissions. Contact your ArcGIS Online organization administrator to request access.

To delete a floor plan, click Delete next to the plan. You can only delete a floor plan if you created it, unless you are an administrator. Administrators can delete all plans. A plan cannot be deleted while it is open.

Tip:

Consider deleting floor plans that have been merged to manage file storage in your organization and lower storage credit costs.

Floor plan editing

After creating or opening a floor plan, you can access the navigation pane containing a variety of tools for editing floor plan data in a web browser.

Any saved changes to a floor plan exist only in that plan until they are pushed to the default floor plan.

The following functionality is available when editing floor plans:

• Plan—Create, delete, open, and update sharing of plans.
• Edit—Select a feature on the map, and access the editing tools by clicking Edit on the pop-up.

  Note:

  Editing feature attachments is not supported.

• Draw—Draw new units or walls, and set attributes.
• Split units—Split a unit into two units and insert a wall where you want to split the unit. Available options for the new wall are determined by the configuration option that defines walls.
• Add—Draw a new site, facility, or level and set its attributes.
• Place—Place entryways, windows, floor transitions, and furniture from the palette.
• Copy and paste—Copy and paste objects in the drawing.
• Merge—Merge multiple Units or Details features into a single feature.
• Manage plan—Push changes from the current plan to the default plan, or pull changes from the default plan to the current plan.
• Import CAD—Create floor plans by importing data from CAD drawings.
• Grid—Customize the grid spacing, rotation, and placement.
• Images—Add floor plan images and adjust their transparency to trace over while drawing features.

Note:

The accuracy of measurements and area calculations depends on the spatial reference of the web map.

Import CAD drawings

You can import CAD drawings to create floor plans. After a CAD drawing finishes loading, you can define room boundaries and doors. You can also define lines that represent detail features such as walls, windows, stairs, and furniture.

Note:

Only CAD drawings in the form of .dwg files are supported; .dgn files are not supported. You must have privileges associated with the default role of Publisher or higher to import a CAD drawing. The option to import CAD is available when choosing Full Plan.

To successfully import a CAD drawing, the drawing must meet certain requirements before being imported. If your CAD drawing has not been prepared for use in ArcGIS Indoors, you can use ArcGIS Indoors for AutoCAD to help prepare the drawing for import.

Learn more about preparing CAD drawings for ArcGIS Indoors

CAD drawings must be georeferenced so that they have a defined geographic location and appear in the correct location on the map after they are imported. You can georeference CAD drawings using Floor Plan Editor, ArcGIS for AutoCAD, or ArcGIS Pro.

Note:

You may have CAD drawings that have different spatial references depending on their geographic location. The imported floor plan data matches the spatial reference of the hosted feature layer that contains the Indoors data.

Georeference a CAD drawing using Floor Plan Editor

You can georeference a CAD drawing that is missing spatial reference information in Floor Plan Editor. Georeferencing involves placing control points to set the geographic location of the building.

To georeference a CAD drawing using the Floor Plan Editor app, complete the following steps:

1. Upload the CAD file.
2. Click Set Geographic Location, then click Georeference.

   A split screen view opens, displaying the CAD Preview window and the map.

3. Add the first control point in the CAD preview on a corner of the level.

   Tip:

   You can snap to lines in the CAD Preview to help with placing a control point.

4. Add the first control point on the map which represents the same corner of the level chosen from the CAD preview.

   Tip:

   You can search for an address using the Search tool on the map to find the facility you want to import floor plans for. If you are importing floor plans of the ground floor of a facility, you can use the basemap to identify the facility boundary, and use it to place the control points.

5. Add a second control point in the CAD Preview on a different corner of the chosen level.

   Note:

   It is recommended to place the second control point on an opposite and diagonal corner for increased georeferencing accuracy.

6. Add a second control point on the map matching the location of the level's second control point from the CAD preview.
7. Click Apply.

   You can click Undo to make corrections as needed.

The CAD preview now appears on the map at the location specified by the control points and is ready to continue the import process.

Georeference a CAD drawing using ArcGIS for AutoCAD

To georeference a CAD drawing using ArcGIS for AutoCAD, perform the following steps:

1. Download and install the ArcGIS for AutoCAD plug-in for Autodesk AutoCAD.
2. Set the coordinate system for the CAD drawing.
3. Save the CAD drawing.

You can use the CAD drawing to import floor plan data in Floor Plan Editor.

Georeference a CAD drawing using ArcGIS Pro

To georeference a CAD drawing using ArcGIS Pro, perform the following steps:

1. Add the CAD drawing to a map in ArcGIS Pro.
2. Georeference the CAD drawing.
3. Save the transformation.

Associated .prj and .wld3 files are created by ArcGIS Pro in the same folder location as the CAD drawing as part of the georeferencing process. When importing CAD drawings georeferenced using ArcGIS Pro, be sure to upload these associated .prj and .wld or .wld3 files with the CAD file.

When uploading the CAD drawing georeferenced using ArcGIS Pro, the .dwg and the associated .prj and .wld or .wld3 files are also uploaded in a zip file as an item in your ArcGIS organization. After uploading the CAD file, a preview is generated that you can edit before importing. You can come back later and open the saved preview again to continue making edits in a later session.

Caution:

Closing the browser window during the import process causes the import to fail, and uploaded items associated with the import process remain in the organization. Ensure any extraneous items are deleted to avoid increased credit costs associated with data storage.

If you have a Sites layer in your map, you must draw a site before importing a CAD drawing to ensure that all facilities are accessible using the floor filter. The site can be a general boundary that contains the buildings planned for import. Some common site examples include a university campus or a hospital, which include a large area containing multiple facilities.

Note:

After importing a CAD drawing in the current plan, use the Manage Plan panel to push your changes before importing other CAD drawings to ensure your changes are committed.

Update floor plan symbology with feature templates

The indoor map used in Floor Plan Editor includes a set of values for different types of indoor spaces, such as Classroom, Restroom, and Kitchen, as well as a unique symbol color associated to each value. Assigning a symbol color to similar types of spaces can provide more visual context to the floor plan. You can create new values or modify existing values for indoor space types.

Note:

The symbology of the floor plan, specifically for Units and Details, is associated with the USE_TYPE attribute.

To update the symbology of your floor plans with feature templates, perform the following steps:

1. Sign in to your ArcGIS Organization.
2. Open the item page for the web map used in Floor Plan Editor.
3. Click Open in Map Viewer.

   The Floor Plan Editor web map opens in Map Viewer.

4. Select the Units or Details layer in the layer list.

   The Properties pane opens and displays the symbology settings of the layer.

5. Under the Symbology section, click Edit Layer Style.

   Note:

   Editing the layer style of the web map and saving changes is only available to the owner of the feature layer or administrators of the organization.

   The Styles pane opens.

6. Under Pick a style, click Types (unique symbols).
7. Add all existing values with the following steps:
   1. Click Options next to the Other category.
   2. Click Select all Values.
   3. Click Move to group and click Use Type.

      All unassigned values are added to the map symbology as use type values, and a random color is assigned to each new use type. You can change the color assigned to any use type value.

      Tip:

      To add a new value from scratch, you can click Options and click Add value.

   4. Click Done.
8. Update existing templates with the following steps:
   1. Click Configure Editing , then click Templates.
   2. If a warning is displayed for templates being out of sync with the layer's style, click Update in the warning message.
   3. Click OK.
9. Save the web map.
10. Create a new plan in Floor Plan Editor.

In the new plan, use types with an updated symbol color are visible in the map and available to use for creating and editing features.

Note:

Editing templates is not available for creating and editing features in plans created before the updates.

Credit usage

Creating a floor plan in Floor Plan Editor creates a copy of the indoor data in your organization content, which adds storage credit costs. Feature layer settings, such as Enable Sync and Keep track of created and updated features can increase storage size and costs over time. For example, a plan with 100,000 features could be approximately 75 MB in size and consume approximately 18 credits for a given month.

Saving previews created while importing CAD files also consumes storage credits. Consider deleting previews that are no longer needed to lower storage credit costs.

Learn more about credits by capability