The Design & Engineering feature is where the items added in Proposal Designer can be overlaid on to a building schematic for a visual representation of a proposal.

Design & Engineering is located in the bottom right corner of the Proposal Info tab. It’s marked by a pencil and ruler icon.
If you aren’t seeing the icon, head to settings > module settings > beta and check the box labeled Design & Engineering

First Steps

To start using the D&E feature, we need to add all our items to the Designer.
After that, we can click on the D&E icon and add our building schematic. We add them by simply dragging and dropping them into the D&E where it says “Drop Here to Add”. You can use a pdf or image file. Make sure to hit Save Image after adding a file. Add them one at a time if it’s multiple pages. They will appear right below that where it says “Background Images/Plans”. You won’t need to upload them again as they will be saved with the proposal.

Initial Setup In Browser

The next step is to open Design & Engineering by clicking the button labeled “Open D&E”. This will open up in a web browser page.
Navigate to the right side of the screen and select the correct background image. Make sure to select the right paper size from the drop down menu. You can always use the custom size option to make sure the grid is big enough for the selected background image.

If you’re adding multiple floors or background images, you’ll want to press the + button at the bottom of the screen, select the correct background image, and label them accordingly.

Nav Bar

This is the Navigation Bar located at the top of the screen. This is where we can zoom in and out, undo and redo, etc. You can also see the hotkeys by hovering over the desired action. For example, the hotkey for undo is CTRL + Z.
There are four different drawings that can be used in D&E. Those types of drawings are:

  • Plan Drawing – Good mode to use for pre-wires and rough-ins to show where cameras, wall plates, etc will be located.
  • Line Drawing – Good way to show basic connections (Ex: Speaker layout in a 5.1 system).
  • Elevation Drawing – You can use this to build out A/V racks and network panels.
  • Schematic Drawing – This is where you can add detailed connections (Ex: Apple TV plugs into HDMI 1 on the Samsung TV in the Living Room).


1. Make sure that you are using the correct file type(an image or pdf).
2. Make sure that the paper size is big enough to cover the whole background image that’s been uploaded. Items will shift on the page if the paper size is too small.
3. Make sure to save your changes as you progress throughout the design process.

Last modified: 18 Aug 2022

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