Graphic Tool

The Graphic Tool is the built-in visual editor in Cloud BMS for creating and customizing floor plan, system, and device graphics. It provides features for placing devices, drawing zones, configuring smart markers, building system schematics, and managing layers.

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Access the Graphic Tool

Click Graphics in the left navigation bar to open the Graphics module. The module organizes graphics into three categories accessible from the secondary sidebar: Floor Plans, Devices, and Systems. You can also enter the Graphic Tool from within any existing graphic by clicking the edit (pencil) icon.

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Create a new graphic

Click New Graphic in the upper right corner. A dialog prompts you to configure the graphic details.

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The Graphic Tool workspace

The workspace consists of the canvas area on the right and a panel on the left with three tabs: Devices, Elements, and Basics. The bottom toolbar provides layer tabs and overlay controls.

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Top toolbar

The top toolbar provides canvas-level controls for editing and navigating the graphic. From left to right, the toolbar contains:

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Devices tab

The Devices tab lists all devices and points available for the selected area. Expand a device to see its points, then drag and drop them onto the canvas to place markers.

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Smart markers

Smart markers provide dynamic, color-coded visualizations that change appearance based on live point values. Unlike default markers that show a static icon and value, smart markers apply rules and ranges to reflect the current state of a point. For each marker, you select a point and a smart marker configuration. The rules that determine how the marker changes color are managed in the Graphic Tool settings.

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Smart marker display options

Enable the Smart Marker toggle on any marker to access smart marker configuration. The following options control how the marker renders on the canvas:

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Marker style options

Each marker’s visual appearance is configurable through the lower section of the Markers panel: Click Save Style to apply changes or Reset Style to revert to the default appearance.

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Difference from setpoint markers

Difference from setpoint markers compare the current value against the device’s setpoint. Configure a tolerated deviation (as an absolute value or percentage), and the marker changes color when the value drifts outside the acceptable range.

• Green markers indicate the current value is within the configured tolerance of the setpoint
• Red markers indicate the value has drifted beyond the tolerated deviation
• The bell icon on a marker indicates that the point has an active alarm generated by FDD
• Hovering over a marker reveals the device name, current value, and effective setpoint

These markers support dual setpoints for devices with separate heating and cooling modes, and can optionally display the delta value.

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Hover-over markers

Hover-over markers allow you to reference multiple points on a single marker while showing only one value by default. Additional points appear when the user hovers over the marker.

• Works with both smart markers and default markers
• Marker headers and labels can be hidden until hover
• When used with smart markers, hovering reveals the device name with a link to device details

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System markers

System markers act as navigation links between graphics. Drag a system from the Systems panel in the left-hand elements menu onto any graphic to create a clickable marker that navigates to that system’s graphic view. System markers are useful for:

• Linking related system graphics (for example, AHU graphic to chiller plant graphic)
• Navigating from floor plans to system schematics
• Creating a connected network of visual interfaces

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Point statuses and states

All markers on graphics display real-time status indicators next to point values: Status icons are enabled by default on smart markers.

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Batch editing and alignment

Select multiple markers by dragging the mouse over them or by holding Shift and clicking individually. Perform batch updates to marker properties, move all selected markers as a group, or delete them in bulk. Align multiple selected elements using the alignment toolbar:

• Left, Right, Top, Bottom alignment
• Middle vertically and Middle horizontally centering

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Right-click context menu

Right-click any marker or element on the canvas to access the following actions:

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Elements tab

The Elements tab lists all items placed on the current graphic, including devices, markers, zones, and other elements. Use this tab to locate, select, and manage individual items. Hover over an item to reveal the lock and eye icons for that element. Hold Shift and click to select multiple items, then batch-apply lock or visibility changes to the entire selection.

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Basics tab

The Basics tab provides shapes, device widgets, uploaded files, and a library of pre-built drawing components for annotating and building graphics.

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Shapes

Drag shapes onto the canvas to annotate or highlight areas. Available shapes include rectangle, circle, triangle, polygon, drop, line, arrow, and text.

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Shape style

Select a shape on the canvas to open the Shape Style panel on the right.

• Format — set the Width, Height, and Corners (border radius) in pixels. Toggle Aspect Ratio to maintain proportions when resizing.
• Fill — choose a Fill Color and optionally apply a Hatching Combinations pattern.
• Stroke — toggle stroke visibility, set the Fill Color and stroke width in pixels.
• Navigation — make the shape interactive by selecting Insert URL to link to an external page, or Link a Device, Area or System to navigate to a Cloud BMS resource when clicked.

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Device widgets

The Device Widgets section contains three drag-and-drop tools for displaying device data on the canvas.

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Device table

Table views display point values from one or more devices directly within a graphic. Drag the Device Table widget onto the canvas, or click it to open the creation dialog. Expand a device to see its points with current values. Check the points you want to include, then click Save. The table appears as a single element on the canvas that you can move and resize. Table style Select a table on the canvas to open the Table Style panel. The following sections control the table’s appearance:

• Layout — choose a layout preset (Default or alignment variants) for content arrangement within the table
• Table Header — configure the header text, font size, bold formatting, text color, and Header Color background. Toggle Wrap text to allow long headers to wrap to multiple lines.
• Borders — toggle border visibility and customize border appearance
• Point Label — set the Column Width in pixels for the point name column and toggle Wrap Text
• Rows — configure the row font size, bold formatting, text color, and Row Color background
• Point Value — set the Column Width in pixels for the value column and toggle Wrap Text
• Point Configuration — reorder points using the draggable Point Order list. Click the edit icon next to a point to rename its label in the table.
• States Configuration — define color states for table rows based on point values, similar to zone states. Click + Add state to create value-to-color mappings. Setpoint highlighting

Highlight a specific setpoint value on a table to draw attention to the target alongside the current reading. Enable the Highlight Setpoint toggle in the Properties section of the style panel to configure it.

• Point Label — select which point to use as the setpoint reference
• Text — choose the display format for the highlighted value
• Setpoint color — set the color used to highlight the setpoint value on the table

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Zone tool

Zone drawings define colored regions on a graphic that change appearance based on aggregated live data from devices within the zone. Click the Zone Tool widget, then click on the floor plan to draw the zone outline. Each click places a point that defines a start and end line of the zone boundary. Close the shape to complete the zone. Select a zone to open the Zones Configuration panel on the right. Properties States The States section defines how the zone changes color based on live values. Select a Smart Configuration to use a pre-built smart marker configuration, or define custom value ranges manually. Click + Add state to define additional ranges. Each state supports comparison operators (Between, Greater than, Less than) with a corresponding color. Style Referenced Space Use Referenced Space to connect a zone drawing to the spaces model:

• Assign Space — link the selected zone to an existing space
• Create Space from Zone — create a new space record from the zone
• Add more / Remove — manage functionally linked devices in the referenced space context

Navigation Make the zone interactive by selecting Insert URL to link to an external page, or Link a Device, Area or System to navigate to a Cloud BMS resource when clicked.

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Pivot table

Pivot tables display devices as rows and points as columns, creating a matrix view of multiple devices side by side. Drag the Pivot Table widget onto the canvas. The creation flow has two steps:

1. Select devices — choose up to 50 devices to appear as rows. Use the search bar or filter by type. Check Create without points to add devices with no point columns.
2. Select points — choose up to 10 points to appear as columns. The number next to each point indicates how many of the selected devices have that point.

Pivot table style Select a pivot table on the canvas to open the Pivot Table Style panel:

• Layout — choose a layout preset (Default or alignment variants)
• Borders — toggle border visibility and customize border appearance
• Devices > Column Header — configure the font size, bold formatting, text color, Cell color, and Wrap text for the device name column header
• Devices > Column — configure the font size, bold formatting, text color, and Cell color for device name cells
• Points > Column Header — configure the same style properties for the point column headers
• Points > Column — configure style properties for point value cells

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Uploads

Upload images from your computer to use as backgrounds, overlays, or visual elements on the graphic. Click + to add a new file.

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Drawings

A library of pre-built drawing components provided by Cloud BMS for building system schematics and graphic layouts. Components are organized by category (sensors, fans, cooling and heating coils, valves, pipes, and more). Expand a category to browse, then drag components onto the canvas.

• Resize and rotate each component
• Group components into sub-assemblies for easier manipulation
• Creating the drawing is separate from placing markers, which you do as a second step

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Layers

Layers organize a graphic into multiple views so that a single graphic can present different data sets without visual clutter. Each layer displays its own set of markers, tables, and points. Switch between layers using the tabs in the bottom toolbar. Click + Add Layer to create a new layer. To reorder layers, click the Arrange Layers button in the bottom toolbar. Drag layers into the desired sequence. Layers apply to floor plans, device graphics, and system graphics.

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Overlays

Overlays are visual elements that render on top of the floor plan and can be toggled on or off independently from layers. Use overlays to display infrastructure layouts such as ductwork, piping, or wiring paths without cluttering the primary graphic view. Click + Add Overlay in the bottom toolbar to create a new overlay. Each overlay supports its own set of visual elements from the Elements tab. Toggle overlay visibility using the eye icon in the bottom toolbar.

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Keyboard shortcuts

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Settings

Access the Graphic Tool settings by clicking Settings in the lower left corner of the Graphic Tool module. The settings page has four tabs: Layers, Smart Markers, Icons, and Files.

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Layers

Pre-configure layers so that devices placed on a graphic automatically attach the correct points. Click + next to the search bar to create a new layer configuration. Preferences Set display preferences for markers placed on this layer:

• Show smart marker icons when placed — display only the icon
• Show smart marker values when placed — display only the value
• Show smart marker icons and values when placed — display both

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Smart markers

Create and manage smart marker configurations. Click + to create a new configuration and choose between two types: Static Ranges or Difference from Setpoint. Static Ranges define fixed value ranges with corresponding colors and icons. Define value ranges by clicking + next to each row. Each range has a label, From and To boundaries, an icon, and a color. Click the edit icon next to a label to rename it. Difference from Setpoint markers compare current values against the device setpoint. Pre-configured smart markers based on common use cases are available in the library. Use the three-dot menu next to any configuration to duplicate it or move it to a different category.

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Icons

The Icons tab provides two icon sources for use in graphics.

• Kode Library — browse and search the built-in icon library with icons for common building equipment types
• Uploaded — view and manage custom icons uploaded by your organization. Click Upload Icon to add a new icon. Custom icons must be SVG or PNG format with a maximum size of 2 MB.

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Files

Manage uploaded graphic files used across floor plans, devices, and systems. Files are organized by category: Floor Plans, Devices, and Systems. Click Upload to add a new file. Use the search bar to find existing files.

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Next steps