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Editor Overview ​

This guide explains the main parts of the Roof Layout Studio editor: the toolbar, the canvas, and the side panels. Read this after creating your first project — it gives you the map you need before moving to detailed workflows.

The editor at a glance ​

The editor has three functional areas:

  • top toolbar — project, report, status, and account actions
  • canvas — the main work area where you see the plan and trace geometry
  • side panels — mode-specific tools for drawing, edges, and facets

Editor layout with top toolbar, canvas, and side panels highlighted

Top toolbar ​

The toolbar at the very top of the screen groups project-level actions.

Top toolbar

From left to right it typically includes:

  • New project, Save, Open — project lifecycle actions
  • Project information — name, address, preparer, status metadata
  • Status — mark the project as in progress or completed
  • Report — generate, preview, or download the PDF report
  • Documentation & Settings — this help center, language, and units
  • Logout — sign out of the account

Recommendation

Save the project regularly while tracing. Autosave runs in the background, but a manual save after a major change is a good habit.

Canvas ​

The canvas is the central work area. It shows the plan image, any traced geometry, and visual guides that help place points precisely.

What you interact with on the canvas:

  • nodes — points where edges meet
  • edges — lines between nodes
  • facets — closed polygons that form roof planes (detected automatically when loops of edges are closed)
  • scale indicator — a small panel in the bottom-right that shows current zoom and scale settings
  • Pan: left-mouse drag on empty canvas. In Move point sub-mode, use middle-mouse drag (or left-drag in empty areas).
  • Zoom: mouse wheel (or pinch on trackpad).
  • Rotate plan: use the rotate controls in the bottom-right view toolbar if the source is oriented incorrectly.

Side panels ​

On the right side the editor shows one of three panels, depending on the selected mode.

Draw panel ​

The entry point for creating and moving nodes and edges. Sub-modes:

  • Draw edge — click to place nodes and connect them with edges
  • Move point — drag existing nodes
  • Delete edge — click an edge to remove it

See: Draw edges

Edges panel ​

For classifying edges by type — eave, ridge, hip, valley, and so on. Each type has a color and is used to calculate slope factors and report measurements correctly.

See: Edge types and Classify edges

Facets panel ​

For assigning pitch to roof planes and editing slope direction. Facets are detected automatically from closed edge loops.

See: Edges and facets and Set pitch

Switching between modes ​

You can switch modes at any time:

  • click the mode icons in the top-right area (above the right panel)
  • or use keyboard shortcuts to jump into a specific tool: D enters Draw edge mode (opens the Draw panel), an edge-type letter like E/V/H/R opens the Edges panel with that type selected. The Facets panel has no hotkey — open it by clicking its icon. See Keyboard shortcuts for the full list.

Switching modes never loses your work — traced geometry stays on the canvas.

Layers ​

Layers are the vertical stacking order of the roof — Level 1 is the lowest, layers above it stack on top. Roof planes that overhang other planes must go on a higher layer than what they overhang; non-overhanging planes can share a layer. The layer list is shown in the top-left area of the editor.

See: Layers for when and how to use them.