Site Survey Workspace
A dedicated workspace for capturing site observations — photos, existing trees, soil notes, obstacles, and the site boundary — before you start the design.
Site Survey records existing conditions separately from the proposed drawing: observations, trees, soil samples, boundaries, measurements and photos. The survey is project data, with its own record visibility and review views. Capturing a record does not automatically create the corresponding design object.
Open Survey
Choose the survey section in the shared navigation. Use the top-bar 2D, 3D and Table modes to inspect the same records in different ways. The right sidebar has Selected, Tool Guide and Photos tabs; there is no separate Survey Layers tab.
Choose a record tool
Open Tool Guide to see Add to survey. Boundaries & zones offers Site boundary, Zone boundary, Microclimate, Obstacle, Block view here and Sight-line required. Survey points offers Soil sample, Existing tree and Observation. Measurements offers Field measurement and Field measurement path. Choose Add photo for an image record.
Place and edit the record
Use the chosen tool’s instructions. Area tools offer Polygon and Freehand input. Select a record and use Selected to edit its type-specific properties and provenance. Fields distinguish recorded facts, estimates and confidence; a stored value is not a certification of measurement accuracy.
Check coordinates and context
X/Y fields are plan coordinates in the project’s displayed units. Photo GPS can be projected only when a valid site transform exists; otherwise photo insertion falls back to the canvas center. Check placement against known references rather than assuming a file’s GPS makes the drawing survey-accurate.
Control the view
Use the top-bar Display menu for record-kind visibility under Records, plus survey reference and photo-beam options. Select a record for its individual Locked and Visible controls. These are survey filters and record properties, not eleven editable drawing layers.
Review the record set
Use Table for grouped records and their recorded date, reporter, status, confidence and source fields. Sort by a column heading. Activate a row to return to the preceding 2D or 3D mode with that record selected. Photos provides the gallery and photo-board export.
Continue with the design
Return to the drawing section when you are ready to design. Survey records stay in the project. A survey tree, boundary or obstacle is not automatically transferred into an editable proposal object, and the survey GUI does not offer a general Promote-to-plan command.