Admin Tool User Guide
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Admin Tool user guide

The Admin Tool lets you upload 3D models, organize them into categories, and publish a custom catalog for use in Planner 5D. This guide walks you through every step.

Before you begin

Before a model can appear in your catalog, it goes through five steps. A model must be configured before it can be published.

1

Upload the model

Add your 3D model files from the Product List and let the system process them.

2

Review & configure

Adjust materials, size, and position, then submit the model for processing.

3

Organize your catalog

Build a three-level category structure in the Library.

4

Assign models

Move your ready models into the catalog categories.

5

Publish the catalog

Publish your changes to make the catalog available in Planner 5D.

How it works

The tool has two main areas, shown as tabs at the top of every screen:

Product List

Your full inventory of uploaded models — where you upload and configure each one.

Library

Where you organize ready models into the catalog categories your customers browse.

Add & prepare models

Step 1: Upload models

Upload one or more 3D model files from the Product List. Uploaded files are automatically processed by the system.

Upload a new model

  1. Open the Product List tab.
  2. Click Add Item.
  3. Select one or more 3D model files.
  4. Review the selected files.
  5. Click Upload. The uploaded files are automatically processed by the system.
Product List — click Add Item to start an upload
Product List — click Add Item to start an upload
Files Uploading window — select files and click Upload
Files Uploading window — select and upload files

Bulk submit

If you trust the uploaded models and do not need to review them individually:

  1. Select one or more models.
  2. Click Submit Models. The selected models are submitted without opening the editor.
Bulk submit — confirm to submit all selected models
Bulk submit — confirm to submit all selected models

Troubleshooting uploads

Upload limit reachedIf you see an Upload Limit Exceeded message, you have reached the maximum number of allowed models. Delete existing models before uploading additional files.
Upload failedFailed uploads are highlighted in red. You can retry processing, remove failed uploads, or select multiple failed uploads and click Retry Items.
Upload limit reached — the Files Uploading window shows the limit message
Upload limit reached — shown in the Files Uploading window
Upload failed — failed uploads are highlighted in red with Retry and Delete
Upload failed — highlighted in red with Retry / Delete
Add & prepare models

Step 2: Review and configure models

Models with the Review Required status must be reviewed before they can be published.

Open a model

  1. Locate a model with the Review Required status.
  2. Click Open to view the model in the editor.

Configure materials

Use the Materials tab to replace textures, change colors, and review applied materials.

Materials tab — replace textures and change colors
Materials tab — replace textures, change colors, review materials

Configure dimensions

Use the Size section to adjust Width, Height, and Depth.

Enable Lock Proportions to keep the model's original aspect ratio when resizing.

Size section — adjust width, height and depth
Size section — adjust width, height, and depth

Configure position

Use the Position section to rotate the model around the X, Y, and Z axes, and to change the pivot point used for rotation and scaling.

Change the pivot pointThe pivot point controls how the model rotates and scales. You can enter custom pivot coordinates, or reset the pivot to the center.
Position section — rotate on each axis, reset, and edit the pivot point
Position section — rotate, reset, and edit the pivot point

Set the thumbnail preview

The thumbnail preview is the image displayed for a model in the Product List and Library. Before publishing, you can adjust the model's orientation so the thumbnail shows the most representative view of the product.

  1. Open the Product List tab and locate the model you want to update.
  2. Click Open to launch the model editor.
  3. Select the Rotate tab.
  4. Rotate the model until it faces the desired direction. Use the blue (Z) axis as a reference for the front of the model, rotating around the X, Y, and Z axes until the product is shown from the angle you want.
  5. Check the Front View Preview in the lower-right corner of the preview area. It stays visible on the Rotate tab and updates automatically as you rotate.
  6. Click Submit to save the changes.

The Front View Preview defines both the generated model thumbnail and the default front view of the model in Planner 5D.

Rotate tab — rotate the model to set the front view
Rotate tab — rotate the model to set the front view
Front View Preview — shown in the lower-right corner of the preview area
Front View Preview — lower-right corner of the preview area

Apply position changes to the catalog

After saving, the new orientation and thumbnail appear in the Product List but are not yet available in the catalog.

After updating a model's orientation, you must publish the catalog for the changes to appear in Planner 5D. Open the Library tab and click Publish — the updated thumbnail and default orientation appear in the Planner 5D editor only after publishing.

Review model analytics

The Analytics section displays metrics you can use to evaluate model quality and complexity:

Triangle count Number of materials Number of textures Overall model dimensions

Add product information

Optionally add: SKU, product name, product URL, image URL, price, and additional information.

Submit the model

When the review is complete, click Submit. The model continues to the final processing stage.

Add & prepare models

Update product information using CSV

If you have product information stored in a spreadsheet, you can update multiple models at once using a CSV file. The import updates metadata for existing models in the Product List — it does not upload new 3D models.

Prepare the CSV file

The CSV file must contain the following columns in the specified order.

Column Field Description
A SKU Number Unique product identifier used to match the CSV row with an existing model.
B SKU Article (Name) Product name displayed in the catalog.
C Product Link Link to the product page. The system can use this page to retrieve product images and dimensions.
D Short Description Product description. You can enter text or provide a link to a page containing the description.
E Price Product price. You can enter the price directly or provide a link from which the price can be retrieved automatically.
F Picture Direct link to the product image.
G Availability Product availability status. 1 = available (in stock); 0 = not available (hidden from the editor for new projects).
H Category ID Identifier of the catalog category to which the product should be assigned.

Example

A B C D E F G H
CH-001 Dining Chair Oak example.com/chair Solid oak dining chair 149.99 example.com/chair.jpg 1 15

Assign products to categories

You can assign a product directly to one or more catalog categories using the Category ID column. To find a category ID:

  1. Open the Library.
  2. Locate the required category.
  3. Use Copy ID from the category menu.
  4. Paste the ID into column H.

A single product can be assigned to multiple categories — enter category IDs separated by commas, for example 123123, 456789, 987654. The product will be added to all specified categories during import.

Category IDs in column H must belong to a Level 3 category. Products cannot be assigned to Level 1 or Level 2 categories through CSV import. IDs must already exist in the catalog — invalid or unknown IDs are ignored during import.

Notes

  • The CSV import updates metadata for existing models. The 3D model files are not modified.
  • Models are matched using the SKU Number from column A.
  • If the Product Link (column C) contains product images and dimensions, you can leave columns F (Picture), G (Availability), and H (Category ID) empty.

Upload a CSV file

  1. Open the Product List tab.
  2. Click Upload CSV.
  3. Select the CSV file from your computer.
  4. Confirm the import. The system matches records in the CSV to existing models and updates their metadata.
Product List — the Upload CSV button
Product List — the Upload CSV button
Upload CSV — drop the file to match products by SKU
Upload CSV — drop the file to match products by SKU

Export a CSV file

You can export the metadata of all products in your catalog to a CSV file.

  1. Open the Product List tab.
  2. Click Export CSV.

The exported file contains the current product metadata — SKU, product name, URLs, price, availability, and category assignments. Use it to review your catalog data, make bulk updates in a spreadsheet, or re-import the updated file with Upload CSV.

Product List — the Export CSV button
Product List — the Export CSV button
Build your catalog

Step 3: Organize your catalog

Open the Library tab to organize models into categories.

Create categories

  1. Click + Add.
  2. Enter a category name.
  3. Click Save.

Categories can also contain subcategories.

Library — create and manage categories
Library — create and manage categories

Manage categories

Rename a categoryDouble-click the category name and enter a new name.
Reorder categoriesDrag and drop categories into the desired position.
Copy category IDCopy the category ID to paste it into the CSV file.
Delete a categoryDeleting a category also deletes all of its subcategories.
Category menu — Copy ID, New subfolder, Delete
Category menu — Copy ID, New subfolder, Delete

Add an icon to a category

You can assign icons to a catalog category. Click the Icons menu near a category, then select an icon from the list or upload your own. To remove a custom icon, open the icon list, hover over the icon, and click Delete (×).

Icons must be SVG and no larger than 24×24 px. Use currentColor for color values to ensure proper integration.

Icon menu — pick from the list or upload a custom SVG
Icon menu — pick from the list or upload a custom SVG
Remove a custom icon — hover and click Delete (×)
Remove a custom icon — hover and click Delete (×)
Build your catalog

Category structure

The catalog uses a three-level category structure.

1
Level 1 — Root categoryExample: Interior, Exterior
2
Level 2 — Secondary categoryExample: Furniture, Lighting, Decoration
3
Level 3 — Product categoryExample: Sofas, Dining Chairs, Floor Lamps

Products can only be assigned to Level 3 categories. You cannot add products directly to Level 1 (root) or Level 2 categories — products must always be placed inside a Level 3 category.

Example

Interior            (Level 1)
└── Furniture       (Level 2)
    ├── Sofas       (Level 3) ✓ Products can be assigned here
    ├── Chairs      (Level 3) ✓ Products can be assigned here
    └── Tables      (Level 3) ✓ Products can be assigned here

Exterior            (Level 1)
└── Outdoor Furniture (Level 2)
    ├── Benches     (Level 3) ✓ Products can be assigned here
    └── Patio Sets  (Level 3) ✓ Products can be assigned here
Build your catalog

Step 4: Assign models to categories

The Library workspace contains two configurable lists. Each list can display a catalog category, the Product List, or another category — making it easy to move models between categories.

Library workspace — two configurable lists side by side
Library workspace — two configurable lists side by side

Add models to a category

Products can only be assigned to Level 3 categories. See Category structure for more details.

  1. Select the destination category.
  2. Select one or more models.
  3. Drag the models from one list to another — or use the Move button.
  4. Verify that the models appear in the destination category.

A model can belong to multiple categories.

Remove models from a category

  1. Select one or more models in the category.
  2. Drag them to another category or back to the Product List.

Set up model and category settings

You can define what settings should be available for a model or category of models in the editor. Available settings are:

MaterialsPositionRotationSizeBuilt (styles)Show in catalog
Category and model settings panel
Category and model settings panel
Default category settingsWhen a model is added to a category, it automatically inherits that category's settings. For example, if a category has material editing disabled, newly added items receive the same setting by default.
Override settings for individual itemsCategory settings act as defaults only. You can change settings for an individual item after it has been added. Once modified, the item's settings override the category defaults.

Update settings for multiple items

  1. Open a category.
  2. Select one or more items.
  3. Change the required settings.
  4. Apply the changes. The updated settings are applied to all selected items.

This is useful when you need to enable or disable the same functionality for many products at once.

Search and sort

Each list includes a search field, sorting controls, and a model count.

Build your catalog

Step 5: Publish your catalog

Changes made in the Library are not applied immediately. To make your catalog updates available:

  1. Review your category structure.
  2. Review model assignments and any model updates, including rotation changes.
  3. Click Publish.

Publishing applies all pending catalog changes, including updated model information, thumbnails, and default orientations.

If you leave the Library without publishing, your changes will be lost. Always click Publish before leaving the page.

After publishing, the updated catalog becomes available for use in Planner 5D.

Reference

Troubleshooting & FAQ

Common issues and how to resolve them. If a problem persists after following these steps, contact support.

My model upload failed

Possible reasons: the file is corrupted, the file format is not supported, the upload was interrupted by a network issue, or the model does not contain valid 3D geometry.

  1. Verify that the file opens correctly in your 3D software.
  2. Check that the file format is supported.
  3. Upload the file again.
  4. If the problem persists, contact support.
The model is stuck in Processing

Large or complex models may require additional processing time.

  1. Wait a few minutes and refresh the page.
  2. Check whether the status changes automatically.
  3. If the model remains in Processing for an extended period, contact support.
The model is marked as Error

An error occurred during model conversion or validation.

  1. Select the model.
  2. Click Retry Items.
  3. If the error continues, review the source model and upload it again.
I cannot upload more models

You have reached the maximum number of models allowed for your account. Delete unused models and try again.

Textures are missing after upload

The uploaded model may contain broken texture references.

  1. Open the model in the editor.
  2. Review the Materials tab.
  3. Replace missing textures manually if needed.
  4. Re-export the source model with embedded textures and upload it again.
The model size looks incorrect

The model may have been exported using different measurement units.

  1. Open the model editor.
  2. Adjust the Width, Height, and Depth values.
  3. Verify that the model matches the real-world dimensions.
The model rotates incorrectly

The pivot point may be positioned incorrectly.

  1. Open the Position section.
  2. Review the pivot coordinates.
  3. Reset the pivot to the center or set a custom pivot point.
I cannot find a model in the catalog

The model may not have been published yet. Verify that:

  • The model status is Ready.
  • The model has been assigned to at least one category.
  • The catalog changes have been published.
My category changes disappeared

Changes in the Library are saved only after publishing. After modifying categories or model assignments, always click Publish before leaving the page.