--- title: Create your first Load Plan description: From an empty organization to a Share Link or a Loading Report. --- A Project holds one cargo list and one or more Load Plans. This is the path from an empty organization to a plan the warehouse can use. 1. ### Create a Project Open Projects and create a Project. Add the customer, destination, and reference when you have them. A Project is one piece of work, not a folder. You can also set the transport mode to Sea or Road, or leave it not set. The mode only decides which equipment a new Load Plan starts with: Sea preselects the 20 ft, 40 ft, and 40 ft high cube containers, Road preselects the EU curtain trailer and the megatrailer, and with no mode nothing is preselected. It is not a restriction. Any Load Plan can still use any equipment, for example a road pre-carriage beside the sea containers. Change the mode later in the Project details. 2. ### Add Cargo Lines A Cargo Line is one entry on that cargo list: quantity, dimensions, weight, and loading rules. Type it in, pick a Library Item, or import a spreadsheet. The line is a snapshot. Later edits to the library do not change it. To keep one customer's or one delivery's cargo together, give those Cargo Lines the same group. A group is a hard rule: all its pieces go into one Unit as one block, and no other cargo sits inside that block. Other cargo may stand beside or on top of it. If the whole group does not fit into one Unit, none of it is loaded, and it shows as Unloaded with the reason that its group does not fit. Loading priority still applies inside and between groups. Library Items carry no group; set it on the Cargo Line. If the truck delivers to several places, give each Cargo Line a Stop, a number from 1 to 99. Stop 1 is unloaded first, so later Stops are loaded deeper, nearest the front wall. A line without a Stop is unloaded after every Stop. Within a Stop, a higher loading priority is unloaded first. Name the Stops (for example "Hamburg") in the **Stops** dialog of the cargo panel. The names belong to the Project, are shared by all its Load Plans, and are labels only. Renaming a Stop does not mark Load Plans stale; changing a line's Stop does. The solver orders the cargo by Stop and tries to avoid blocking. If a Stop's cargo still has later-Stop or no-Stop cargo above it, or in front of every opening it could leave through, the Load Plan shows a "stop-blocked" warning. It is a warning, not a hard rule. Calculate is never refused for it, and manual edits can cause it. Library Items carry no Stop. When you import a spreadsheet, the headers "Stop", "Drop", "Stop no", "Drop sequence", and "Unload stop" map to the Stop. A value that is not a whole number from 1 to 99 flags the cell. The CSV and XLSX cargo export ends with a "Stop" column. By default a piece above the floor must rest on cargo with its whole base. Cargo that overhangs a little, such as a 1,200 × 1,000 pallet on a 1,200 × 800 one, can set a **Minimum support** (%) on its Cargo Line or Library Item: the share of its base, from 50.1 to 100, that must rest on cargo directly below. Blank means 100, full support. A piece on the floor is always fully supported. The setting governs only where that line's own pieces may sit; it does not change what may rest on them, and the weight limits still count a piece's full weight. When you import a spreadsheet, the headers "Min support", "Minimum support", "Support %", and "Degree of support" map to it, and the values are percent; a value outside 50.1 to 100 flags the cell. The CSV and XLSX cargo export has a "Minimum support (%)" column. 3. ### Create a Load Plan A Load Plan is one named way to carry that cargo. Choose the equipment you can actually use; the first Load Plan starts with the defaults of the Project's transport mode, and later ones start with the equipment of the most recently changed Load Plan. A Project can hold several Load Plans so you can compare them, for example three 40 ft containers against two 40 ft containers and one 20 ft. 4. ### Calculate Calculate places the cargo into Units. A Unit is one container, trailer, or van in that Load Plan. Cargo that does not fit stays visible as Unloaded. The Load Plan is still valid. 5. ### Review Look at each Unit. Lock a placement you want to keep, then Recalculate if the cargo list changes. Locked placements stay. Everything unlocked is solved again. Locking a stacked item also locks the items it stands on, so the stack stays together; unlocking an item also unlocks the locked items on top of it. A group is locked and unlocked as a whole. 6. ### Hand it off Create a Share Link so the warehouse can open the Load Plan without an account, or download the Loading Report. No visitor can change the Load Plan: visitors see the warehouse checklist and can download the Loading Report, but cannot move placements, calculate, edit Cargo Lines, or open libraries. You can pause or revoke a link. Both show step-by-step loading for each Unit. Each step places pieces of one Cargo Line side by side at one depth, for example "Place 4 × Euro pallet", with the orientation, the position (from the front, from the left side, on the floor or on cargo already loaded), and a 3D image with the new pieces highlighted. The Loading Report prints the steps on their own pages; on the Share Link the warehouse checklist lists them so loaders can tick them off. ### Loader Links A Share Link has one of two permissions. **View only** is the default: ticks stay in the visitor's browser, and a reload clears them. **Loader** is for the people loading the Unit. Pick it under **Advanced** when you create a link, or change an existing link's permission. On a Loader Link, ticks are saved: they survive a reload, show up live in your **Loading steps** tab and on every other phone with a Loader Link to the plan, and you can tick or untick steps from the office too. The loader opens **Step-by-step mode** and taps **Done, next step** at each step; the header shows whether the ticks are saved. A Loader Link always shows step-by-step loading, so its **Show step-by-step loading** switch stays on. Visitors still cannot change the Load Plan; ticking is the only thing a Loader Link can do. Ticks follow the cargo: when a recalculation or edit changes a step, that step and every later step in its Unit start unticked, and the steps before it keep their ticks. While you have unsaved changes to the arrangement, your **Loading steps** tab ticks only in your browser, because the warehouse is loading the saved plan. Changing a Loader Link back to View only, or pausing it, stops the ticking at once. The order starts at the front wall and works toward the door, bottom to top, and loads cargo that is unloaded first last. Every step is checked against the saved Load Plan: each piece stands on the floor or fully on cargo already loaded, and can be pushed straight in from the door without passing cargo already loaded. The steps do not check door-frame or forklift clearances, load securing, or axle loads while loading; the axle loads of the finished load are checked when the equipment has an axle profile (see [Axle loads](/guides/axle-loads)). If manual edits leave a Unit with overlapping, unsupported, or interlocked pieces, the report and the checklist say so instead of showing steps; fix the arrangement and they come back. The placement list and the CSV manifest follow the same order and name each piece's step. Not everyone needs the steps. In **Share & export**, clear **Include step-by-step loading** to leave the step pages, their images, and the loading step column out of the Loading Report and the CSV manifest; the report also builds faster. The choice is remembered in your browser. Each Share Link has its own **Show step-by-step loading** switch. Turned off, the share page shows neither the steps, step-by-step mode, nor the placement list, and the report and CSV visitors download leave out the step pages, their images, and the loading step column. The switch changes what visitors see, not what the link gives them: the report keeps its placement list, the report and CSV still list placements in loading order, and the shared plan data still holds the full result, so the loading order is not confidential. In the planner, **Hide step-by-step loading** hides the list in the **Loading steps** tab. A Unit without a feasible loading order still shows its warning in every case, because it is about the arrangement, not a step. Start with one Project and one Load Plan. Add a second Load Plan only when the first one is clear.