Plans store shared details and media that are reused when creating properties, helping ensure consistency and accuracy across your portfolio.
Plans are managed in Advanced and can be associated with one or more communities.
Create a New Plan
Plan details control the default information used when creating new properties.
Open Advanced
From the main navigation, select Advanced.Click Add New
Click Add New to create a new planInput Required Plan Details
Fill out plan details such as Name, Sq Ft, Bedrooms, Bathrooms, and GarageCreate Plan
Click Create
Edit Plan
Open Advanced
From the main navigation, select Advanced.Open Plans
Select Plans to view the full plan library.Select a plan
Click the plan you want to edit.Edit
Click Edit.Update plan details
Plan Name
Description
Statistics (square footage, bedrooms, bathrooms, garage)
Save changes
Click Save Changes.
All future properties created with this plan will reflect the updated information.
Add Media to a Plan
Media added to a plan becomes the default gallery for all properties created with that plan.
Select a plan
Navigate to Advanced → Plans and open the plan.Open Media
Locate the media section on the plan details page.Add media
Click Add Photos and Videos
Drag and drop files, or
Browse your device to select files
Confirm upload
Complete the upload.
How plan media works
Plan media is automatically copied to new properties created with that plan
Property-level media can be added later for lot- or home-specific photos
Updating plan media does not remove existing media from properties already created
Add plans from a community
Plans must be associated with a community before they can be selected when creating properties.
Open Communities
Go to Advanced → Communities.Select a community
Click the community you want to update.Manage plans
In the Setup section, locate Plans.Add plans
Click Add Plan
Search for existing plans or create a new one
Select the plans to make available in this community
Save changes
Click Save Changes.
Only the selected plans will be available when creating properties in this community.
Add a community from a plan (alternative)
You can also associate plans with communities from the plan itself.
Open Plans
Navigate to Advanced → Plans.Select a plan
Open the plan you want to update.Edit communities
In the Communities section, click Edit.Select communities
Choose one or more communities from the list.Save changes
Click Save Changes.
This method is useful when assigning a single plan to multiple communities.
Key Notes
Plans store shared details and media used across properties
Plans must be linked to a community before use
Community-level plan selection prevents incorrect plan assignments
Plan changes affect future properties, not existing ones