Lay out Planner pages, notes and callouts

Work inside the sheet

Planner uses an A4 sheet in portrait or landscape with a configurable safe margin. Position content inside that boundary so printers and PDF viewers do not crop important labels.

Notes

Notes can be moved and resized. Keep each note short and attach it visually to one idea. Use project notes for assumptions that apply everywhere; use page notes for what the reader should understand in that particular view.

Parts tables and drawing substeps

Generated material notes use a white table with Quantity, Name and Dimensions columns. Normal notes and callouts use the same plain white styling. The table content remains editable; preserve the tab-separated columns when changing a generated list. Quantities refer to the model parts shown in the chapter, not an approved purchase or cutting schedule.

Place longer explanations on the parent step and use a substep for a larger measured drawing. For gutters, fascia and bargeboards, retain the surrounding roof as context and highlight the relevant parts instead of presenting an isolated floating assembly.

Callouts

Create a callout and pick the target object in the viewport. Target only highlights the exact object. Same dimensions can match comparable objects when the intent is to identify a repeated member size. Always inspect the full highlighted set before relying on it.

Make pages readable

Use a consistent highlight palette and avoid overlapping notes, measurements and callouts. Duplicate a well-composed page when creating a related detail. Visit each page at the final PDF size—what looks spacious in the editor can become crowded on paper.