MasterPlan overview

Introduction to MasterPlan

MasterPlan overview
Search, filter and manage publications, users and more with MasterPlan Online

MasterPlan from Circular Software is simple yet powerful software that connects everyone involved in creating, producing and distributing your illustrated publications.

MasterPlan Online

Allows authors, creatives and production coworkers as well as marketing and sales staff to see and securely share a single page overview of a publication then also open a retina quality, up-to-date view of every spread of every title as they evolve and are produced.

New MasterPlan jobs can easily be created from any PDF or EPUB.

MasterPlan Desktop App

Users can automatically update the MasterPlan Online pages whilst they work in InDesign.

Client Page

The Client Page is a top level view of all jobs that can be viewed directly in any modern browser. From this one page you see the title, job info, cover image and status of all the spreads within the publication.

Job Page

In WORK mode, the Job Page is a living flat plan that shows spread status count and an up-to-date thumbnail view of all spreads for a MasterPlan WORK job. Hovering or tapping on a spread thumbnail shows information on when the spread was last updated and a button to Viewing & Commenting.

In LIVE mode, the Job Page shows a thumbnail preview of every spread in the publication available publicly or to the current logged-in user.

Spread Statuses

Each spread of a MasterPlan WORK job has a colour coded status applied. Use your own agreed statuses to indicate the position of your spread in your workflow such as “Text Editing” or “Proofed”.

Status bars are shown at the top right of the MasterPlan WORK Job Page, and also on the Client Page, showing the status name, colour and a total and percentage of spreads that have that status for the job.

Spread Thumbnails

Retina quality thumbnails for each spread are displayed on the Job Page. The spread number is shown in bottom left corner of each spread. In WORK mode, other quick visual information is also added. A coloured line on the left of the thumbnail indicates its status.

Spread Info

In WORK mode, hovering over a thumbnail in the Job Page (or tapping on a touch screen device) reveals more information about that spread.

Job Admin

Job Admin Users can specify Publication and Viewer Type, control access and sharing options for the publication, create and add cover files, enable watermarking and more.

Client Admin

Client Admin Users can manage jobs and users centrally in the admin area of MasterPlan Online.

Clients can easily invite new users, including freelancers, to join them in MasterPlan without the end user needing to arrange their own subscription.

Client Admin users also have extra power to manage users, choose who can view and comment, alter status labels, create Embed Codes and more.

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MasterPlan overview

MasterPlan Desktop App

MasterPlan overview
Overview of working with the MasterPlan Desktop App in conjunction with MasterPlan Online and Adobe InDesign

The MasterPlan Desktop App allows users to automatically update the MasterPlan Online pages either whilst they work in InDesign or from final PDFs and EPUBs.

Whilst Masterplan Online is the place where everyone can come together to view, share and comment on the spreads for your jobs, the MasterPlan Desktop App is the tool that:

  • creates the jobs
  • uploads thumbnails and previews
  • pulls down comments back to the InDesign spread
  • and more.

The MasterPlan desktop app runs alongside Adobe InDesign (we have tested with all versions CS6 and later) and requires a Mac running OS X10.6 or later.

All MasterPlan desktop app subscribers can receive free email support by emailing help@circularsoftware.com

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MasterPlan overview

MasterPlan LIVE

MasterPlan overview
Control the viewing, searching and secure social media sharing of your publications’ spreads from any chosen website with MasterPlan LIVE

MasterPlan LIVE enables the searching and secure social media sharing of any spread of any publication to any website.

MasterPlan LIVE is a secure service to place searchable high-quality previews from the inside pages of your publications into websites of your choice.

From there you have complete control to select which spreads can be previewed and easy links for allowing social sharing.

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MasterPlan overview

MasterPlan Online Login

MasterPlan overview
Log in to MasterPlan Online to view, manage, upload MasterPlan jobs and more

Without logging in, MasterPlan allows guests to view, search, share and add comments to MasterPlan jobs as allowed.

Individual MasterPlan jobs and even entire clients can be restricted to require users to log in before accessing.

Users log in to MasterPlan Online using their Circular Software account details at masterplan.circularsoftware.com

The MasterPlan login page offering options to Sign in or Sign Up

Registered users can click the Sign in with Circular Software button to enter their email address and receive an access code.

Unregistered users can Sign up as a Circular Software member

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MasterPlan overview