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Knowledge Base

Managing Your Company and Account Settings

How do I update my company information?

Note: Only users designated as “Administrator” can add or edit company information.

  1. Click on the Account Icon  Account Icon  in the upper right hand corner of the app, and select “Manage Account” to bring up the Account Information Panel.
  2. Edit the company details as desired.
  3. When you are done, click “Save Changes” in the lower left-hand corner to save the updates, or choose “Cancel” to discard your changes.
How do I upgrade to more users on my account?

Run out of space on your existing Plantium account? No problem!

Just shoot an email with your company name and requirements to our friendly account management staff at sales@theplantium.com and they will get you set up with additional seats in no time!

How do I add, edit, or remove users in my company?

This article tells you how to manage users in your Plantium account. It includes information on how to add, edit, and remove users.

Note: Only “Admin” level users can add or remove users from a company account.

  1. Log in as an Admin level user.
  2. Click on the Account Icon  Account Icon  in the upper right hand corner of the app, and select “Manage Account” to bring up the Account Information Panel.
  3. The lower portion of the Account Information Panel displays all users on the account. Select the “Add Users” button to bring up the Add Users Dialogue, where you can input information for a new user and set their user privileges. To learn more about the various types of user privileges, click here.
  4. To edit or delete an existing user, click their name in the list of all company users to bring up the Edit User Dialogue. From here you can edit a user’s name, title, password, and privileges, as well as delete the user.

Don’t worry! Even if a user is deleted, any projects they have created along with other work they have done will still remain.

Users Types and Privileges

The Plantium User Types

The Plantium allows you to create three user types: Admins, Users, and Limited Users. Each user type has differing levels of access to account information or company projects.

 

Summary of the Admin User:

The Admin user has full access to all the features of The Plantium, and can see and edit any projects within the company account. You can have multiple admin users in your company.

In addition, the admin user has the following privileges, accessible from the account icon  Account Icon in the upper right corner of the dashboard:

  • Add or delete users.
  • Edit user information including passwords.
  • Alter the company information.
  • Alter the company subscription status.

 

Summary of the User:

The User has full access to all the features of The Plantium, and can see and edit any projects within the company account. The limited user CANNOT change account or payment information, or create additional users.

 

Summary of Limited User:

A limited user has full access to all the features of The Plantium, but they can only see projects created by their log-in, or added to their What I’m Working on Section.

Any “Admin” or “User” level users in a company can see and edit projects created by Limited Users.

To learn more about how to manage limited users and their projects, click here.

Limited Users

Lets get Familiar with Limited Users!

Limited users, explained below, are a great way to allow certain users access only to projects you designate. Each limited user will take up one seat of your total account.

Summary of Limited User:

A Limited User has full access to all the features of The Plantium, but they can only see projects created by their log-in or added to the “What I’m Working On” section of their dashboard.

Any “Admin” or “User” level users in a company can see and edit projects created by Limited User.

 

How to Create a Limited User and Assign Projects:

  1. Log in as an Admin user.
  2. Click the account icon  Account Icon in the upper right corner of the dashboard, and select “Manage Account.”
  3. Click the Add User button, enter the user information, and ASSIGN A USER LEVEL OF “USER.” Then click “Add New User” to save.
  4. Log out, and log back in as the new user. Move the project(s) you want them to see to the What I’m Working On section of their dashboard by clicking “Show On Dashboard” next to the project name.
  5. Log out, and log back in as an Admin user. Click the account icon  Account Icon, and select “Manage Account.”
  6. Click the name of the new user, and change their user level to “Limited User.” Then click “Update User” to save.
  7. You can now share the log-in information with your limited user. They will be able to see and edit the projects you have designated, but no other projects in your company,

Potential Uses of Limited User:

  • Create limited user log-ins for contractors, designers, or clients you would like to work with on plant selection. They can comment on your plants and lists and even choose substitutions right in The Plantium! (No more faxing highlighted plant lists, hooray!)
  • OR provide a limited user login to a contractor, designer, or nursery, and allow them to create projects themselves, knowing that you will be able to view and collaborate on any projects they create.
  • If it is a one-time collaboration, delete the limited user when the project is complete, thus freeing up the seat for others. Don’t worry, any projects they have created will stay in your system!

Working with Projects and Favorites Lists

How do I show or hide projects on my dashboard?

The What I’m Working On section of your dashboard shows all projects that you want to access regularly. The What Else is Going On section shows all the other projects at your company.

  1. You can move a project from What Else is Going On to What I am Working On by selecting “Show on Dashboard” to the right of the project name.
  2. You can remove projects from What I am Working On by selecting “Remove from Dashboard” to the right of the project name.
How do I create a new project?

1. From your dashboard click “New Project” in the upper left of the What I’m Working On panel.

FAQ_78

2. This will bring up the New Project Form where you can enter the project name and number (if applicable), as well as the address, description, and USDA Hardiness zone. The hardiness zone specified here will be applied to all searches started from the project or list pages.

3. New projects you create will automatically be added to your What I’m Working On panel.

How do I create a new list within a project?

There are two ways to create a new list within a project.

FROM THE DASHBOARD:

  1. Click “Add New List” to the right of the project name for any project displayed in What I am Working On to bring up the New Plant List Form where you can specify the list name, description, and list search defaults.
  2. Click “Add Plant List” to create the new list within your project, or select “Cancel.”

FROM THE PROJECT DETAILS PAGE:

  1. Click “Add Plants” just below the project information graphs to bring up the New Plant List Form.
How do I delete a list?
  1. Locate the list on the Project Details page.
  2. Click “Delete List” to the far right of the list name
  3. Click “Yes” to permanently delete the list, or “No” to cancel. BE AWARE THAT A LIST CANNOT BE RETRIEVED ONCE DELETED.
How do I delete a project?

Note: Projects displayed in the “What I’m Working On” section of your dashboard cannot be deleted. Move the project to the “What else is going on at…” section by using the “Hide from Dashboard” button.

  1. Locate the project in the “What else is going on at…” section of your dashboard.
  2. Select “Delete Project” to the right of the project name.
  3. Click “Yes” to permanently delete the project, or “No” to cancel.
  4. This will delete the project from the entire company. BE AWARE THAT A PROJECT CANNOT BE RETRIEVED ONCE DELETED.
How do I edit the information for a project?
  1. From the Project Details page, click on the Edit icon Edit Icon in the upper right corner.
  2. This will take you to the Edit Project Information form, where you can edit the name, number, location, or description for a project, as well as set the project USDA zone.
How do I edit the information for a plant list?
  1. From the List Details page, click on the Edit icon Edit Icon in the upper right corner.
  2. This will take you to the Edit List Information form, where you can edit the list name and description as well as add default search criteria.
How do I copy a list within a project?
  1. From the Project Details page, click “Copy List” to the right of the list you wish to duplicate.
  2. This will create a duplicate of that list in the same project called “Copy of [original list name]”.
  3. The list name can then be changed using the EditEdit Icon button in the top left of the List Details page.
How do I add a plant to my list?

ADD A SINGLE PLANT

  1. (In Grid View) Hover your mouse over the image of a plant on the Search Results page and click the “+”
  2. (In List View) Click “Add to List” in the search results tile.
  3. This will bring up the Add Plants dialogue, where you can choose the project and list to which the plant should be added.

OR

  1. From the Plant Details page, Click  “Add to Plant List”
  2. This will bring up the Add Plants dialogue, where you can choose the project and list to which the plant should be added.

 

ADD MULTIPLE PLANTS

  1. From the Search Results page, click the check boxes next to the names of plants you wish to add.
  2. Click “Add Selected to List” in the upper right-hand corner of the search results.
  3. This will bring up the Add Plants dialogue, where you can choose the project and list to which the plants should be added.
How do I delete a plant from a list?

Plants can only be deleted from the List Details page. From this page there are multiple ways to remove a plant:

Remove Plant Using Graph Interface

  1. On the List Details page, click on any portion of a graph, or click on the headings to the right of the graph.
  2. Click the red “x” Remove Plant Icon next to the plant name.
  3. This will remove the plant from the list and automatically update all graphs.

Remove Plant Using Delete Function

  1. On the List Details page, click “Delete” next to the name of the plant you wish to remove.
  2. To delete multiple plants at once, click the checkboxes next to the plants to be removed,then click “Delete Selected” at the top of the plant list section.
How do I add a plant to my Favorites?
  1. (In Grid View) Hover your mouse over the image of a plant on the Search Results page and click the heart.
  2. (In List View) Click “Add to Favorites” in the search results tile.
  3. This will bring up the Add to Favorites dialogue, where you can choose the project and list to which the plant should be added.

OR

  1. From the Plant Details page, Click  “Add to Favorites”.
  2. This will bring up the Add to Favorites dialogue, where you can choose the project and list to which the plant should be added.

The Plantium for Educators

How do I Get a Free Plantium Account for my University?

We are proud to offer students and educational institutions full access to The Plantium app for free!

To create a free account for your organization, please use this form to contact us.

Searching Plants/ Search Tips and Tricks

Searching by Plant Name

When searching for plants by name ENTER LESS OF THE NAME RATHER THAN MORE. The Plantium is powered by a large database of plants, but if it cannot find an EXACT match to what you have entered it will return no results.

Examples:

  • Instead of searching “Big Sky Echinacea Harvest Moon” just search for “Big Sky”
  • Instead of searching for “Summer Wine Ninebark” just search for “Summer Wine”

 

If you are unsure how to spell the name of a plant, you can enter any portion of the name.

Example:

  • If you are searching for Symphyotrichum novi-belgii ‘Wood’s Light Blue’, but are unsure of the spelling, you can enter any portion of the name to access the plant
    • Light Blue”
    • “novi-belgii”
    • Even just “Symp”
Searching by Criteria

The Plantium lets you search for plants using over 70 different criteria. While versatile, this can sometimes be overwhelming. Here are some tips to streamline criteria-based plant searching!

Start with Environment

Before you start selecting aesthetic or other search criteria, it is often a good idea to select all pertinent environmental criteria. This usually includes:

  • USDA Zone
  • Exposure
  • Water use

Search by Other Criteria in Order of Importance

Is height, leaf size, or fall color the most crucial aspect of the plant you are searching for? After you filter by environmental needs, narrow your results by choosing search criteria in the order of their importance to your envisioned design. This will more quickly lead you to a manageable set of great results!

Setting Project and List Search Defaults

The Plantium allows you to associate search criteria with your projects and lists. All searches executed from a project or list interface will automatically include those criteria.

You can add these criteria in the dialogue boxes when you create a new project or list, or you can add/edit them later.

To add or change the USDA zone saved to a project:

  1. From the Project Details page, click on the Edit icon Edit Icon in the upper right corner.
  2. This will take you to the Edit Project Information form, where you can set or edit the project USDA zone.

To add or change the exposure, water use, or plant type search presets for a plant list:

  1. From the List Details page, click on the Edit icon Edit Icon in the upper right corner.
  2. This will take you to the Edit List Information form, where you can set or edit the exposure, water use, and plant type search presets.
How do I save a search? (Create a Quick Search)

The Plantium allows you to save sets of search criteria for quick re-use in the future.

  1. Select all the search criteria you wish to save via the Search Criteria panel.
  2. Click the Quick Search icon Edit Icon in the upper right corner of the search results window.
  3. Enter a name to help you identify the search for later use.
  4. The search will now appear in the Quick Search Pane of your Dashboard. Simply click the search name to re-execute the search using the saved criteria.

 

How do I compare plants?

The Plantium allows you to compare up to 8 plants side by side.

  1. Select at least 2 or up to 8 plants using the check boxes in the upper left corner of the Search Results Tile.
  2. Click the “Compare Plants” button in the upper right corner of the search results window.
  3. This will display the plant compare window showing specific characteristics of the plant side by side in table format.
  4. Use the icons above the plant name next to remove a plant from comparison, add a plant to a favorites list, or add a plant to a project.

 

 

How do I view detailed information for a plant?

The Plantium allows you to view a quick summary of the most important information about a plant on the search results page, and also has a Plant Details Page where you can see all the information The Plantium houses for that plant.

To access the plant details page from the image tile search results:

  1. Hover your mouse over the image and click the “i” that appears in the upper right corner.

To access the plant details page from the list-style search results:

  1. Click on the “View Details” link to the right of the plant name.
  2. OR click on the plant image.

Exporting Lists and Plants

How do I export my plant lists and charts?

All Lists in a Project, and Project-Level Charts

  1. Click the Export button on the Project Details or List Details page.
  2. You can export your project lists in the following formats:
  • Detailed Spreadsheet: This export creates a .csv file that contains a summary of all plants in all lists as well as a set of pertinent plant data. Plants in this export are grouped by plant list or by type depending on whether you are exporting a whole project or just a plant list. The .CSV file is openable with Microsoft Excel and similar programs.
  • Availability Spreadsheet: This export creates a .csv file that includes just the common name, scientific name of all the plants in all the lists and detailed information on which nurseries may have this plant in stock. If no nurseries are listed then this plant may not be available in your area.
  • Plant List Photos: This export creates a pdf printable layout of all the plants in your list, including the scientific name, common name(s) and images.
  • Plant Cutsheets (Summary or Detailed): This export creates a printable layout for all the plants in your list that includes all the detailed plant information you choose from the check boxes.
  • Charts/Graphs: This export creates a printable layout of your project charts, as well as a summary of plants shown in the charts.

Single List Export and List-Level Charts

  1. Click the Export button on the List Details page.
  2. The same export formats as listed above are available, but include information for that list.
Why can’t I see the images when I export?

To make the images display when you export your projects or lists from The Plantium, you sometimes have to select an additional option in the Print or Page Setup window.

Chrome:

  1. Select the export option you would like.
  2. In the left hand pane of the print window that opens you will see several print options.
  3. Select “More Settings” (near the bottom in small font)
  4. Check the box next to “Background Graphics” to display the images in the preview document.

 

Internet Explorer 11:

  1. Right click above the address bar, and select “Menu” to display the menu bar
  2. Select File>Page Setup…
  3. Check the box next to “Print Background Colors and Images”
  4. Click “OK”

 

Firefox:

  1. At the top of the Firefox window, click on the Firefox button
  2. Select Print… (File in Windows XP), then select Page Setup….
  3. Select the Format & Options tab, and check the “Print Background (colors & images)” box under Options

 

Minimum System Requirements


The Plantium is a browser based online application that works on any desktop or tablet OS with an internet connection. There are no additional files to download/install! You can access The Plantium just as you would any other webpage.
The Plantium supports the following internet browsers, and performs best when you browser is up-to-date. Click the links below to see if you need to update your browser!
Chrome
Internet Explorer
Firefox

Screen resolutions of 1024px or wider is recommended.

 

** Temporary Technical Issue **


Due to changes made to the Apple iOS, some mobile iOS users are experiencing difficulty in logging into The Plantium application.  The Plantium Support team is aware of the issue and hope to have resolved asap.

Video Tutorials


Intro To The Dashboard

Learn how The Plantium Dashboard is structured, and familiarize yourself with some of the functions of the application.

How-To: Manage Projects

Projects and plant lists are the backbone of The Plantium. Learn how to use all the many functions associated with Plantium projects.

How-To: Search Plants

Learn how to efficiently tackle any plant selection challenge with the Plantium’s plant search and selection tools.


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