file-text Layouts are predefined configurations of annotations (charts/graphs) connected by leader lines to feature markers on a 3D model in a central viewer area. Changes to data selection or model adjustment result in immediate updates to the layout contents, including redrawing of leader lines and annotation ordering. The type/style of the annotations in the layout is determined by the selected Annotation Set.


Layouts in CM4D Peruse are comparable to Auto Reports in CM4D Classic and Reports in CM4D Interactive, but with some functional differences.

Auto Reports in CM4D Classic

Reports in CM4D Interactive

Layouts in CM4D Peruse


Layouts can vary in number of annotations, where the annotations are drawn and how the annotation are arranged from page to page. Layouts only determine the placement or sizing of annotations. The annotation type or style is determined by what is currently selected in the Annotation Set dropdown menu. Other behavior options can be configured that determine how the annotations are organized within the screen area or how the layout effects the 3D model. A built-in option called 'Fullscreen' is available without any Admin Configuration, which shows only the 3D Viewer without any annotations.

See also:

Annotation Sets Configuration

Layout Properties

Layout Configurations in CM4D Peruse

Layouts in Peruse

Layouts are configured by defining the placement and number of annotations on each side of the 3D viewer, along with some options related to orienting the 3D model to best display feature markers for the loaded annotations.

Action Click the three dots more-vertical to open the menu of available actions for the selected row.
  • check-circle Open - Opens the Properties tabbed blade for the Layout.
  • trash Delete - Deletes the Layout.
Description An optional description field for the Layout. This could be used to give a brief summary of the properties selected. The description is only used in this grid.
Name The label of the Layout. This label appears in the Layouts dropdown menu in CM4D Peruse, so it should be identifiable to end users.

Add Layout

New Layouts can be created by clicking the  plus Add button in the top right of the Layouts card. The Layout Properties blade is opened.

  1. Click Add to create a new Layout.
  2. In the Properties blade, set the required fields:
    1. Name - Enter a name for the layout. This label appears in the Layout menu in CM4D Peruse.
    2. Select Single or Multiple page. 
      1. If selecting Single, set the Maximum Number of pages.
      2. If selecting Multiple, set the page area(s) and the number of annotation to show in each area.
    3. Optionally, set the following:
      1. Uncross Leader Lines
      2. Hide Unused Features
      3. Auto Orient
      4. Zoom to Features
      5. Keep Feature Characteristics Together
  3. Click Save.
  4. Go to Peruse, load a Routine and select the new Layout from the dropdown.

Layout Properties

The Layout Properties blade contains the options for defining the Layout. To close the properties without saving, close the property blade.

Name The label of the Layout. This label appears in the Layouts dropdown menu in CM4D Peruse, so it should be identifiable to end users.
Description An optional description field for the Layout. This could be used to give a brief summary of the properties selected. The description is only used in this grid.
Set this layout as default Enable to make the layout load automatically when a user first loads data in CM4D Peruse. If none of your configured layouts are set as the default, then the system loads the built-in layout Fullscreen.
Pages The total number of pages is determined by the number of annotations required to load the current data. Annotations are automatically resized and distributed to fit the defined layout specifications of the page. Single page reports have one option to set the number of annotations to be shown on each page. Multiple pages are more flexible and allow you to choose the screen areas and the number of annotation per area.
Maximum Number This option only applies to Single Page layouts. The highest number of annotations (up to 40) displayed on each page. Annotations exceeding this number are loaded as additional pages to include all loaded data.
Layout Screen Areas The layout screen areas only apply to Multiple page layouts. Set the area of the page where annotation may be displayed around the 3D model. Set the maximum number of annotation per row (Top) or column (Left, Right) within the layout settings.
Uncross Leader Lines Leader lines attached to the 3D model are automatically uncrossed each time the 3D View is resolved. Annotations in the Layout are reorganized to accommodate the leaders in the optimal formation to prevent as many crossed lines as possible. This provides an unobstructed view of the 3D model and makes it easier to see which annotation relates to a feature marker.
Hide Unused Features Any features for the 3D model that do not have corresponding annotation on the Layout page are hidden. This is useful for multiple page layouts because only the relevant feature markers are shown on each page.
Auto Orient Automatically orients the 3D model to an optimal position based on the loaded features relative to the annotations in the Layout. The orientation can be done by Plane (XYZ) or by Vector (IJK).
Zoom to Features Automatically adjusts the zoom of the 3D model so the currently displayed feature markers fill the 3D Viewer area. Each page of the layout provides a best-fit zoom to optimize the view area to highlight the features displayed in the annotations.
Keep Feature Characteristics Together Characteristics belonging to one feature are displayed on a single page, preventing the separation of characteristics across different pages. There are some cases where splitting up characteristics between pages cannot be avoided. Layouts with this option disabled have no strict requirement to display all characteristics from one feature on a single page, although the data ordering may result in some characteristics appearing on the same page.

Layout Configurations in CM4D Peruse

This section provides further explanation and examples of the various layout properties as they appear in CM4D Peruse.

Pages - Single or Multiple

The total number of pages is determined by the number of annotations required to load the current data. Annotations are automatically resized and distributed to fit the defined layout specifications of the page. Single page reports have one option to set the number of annotations to be shown on each page. Multiple pages are more flexible and allow you to choose the screen areas and the number of annotation per area.

Single Page

Annotations are automatically resized to show the Maximum Number of annotations on each page and are organized around the four sides of the 3D Viewer. Annotations exceeding the set maximum number are loaded on additional pages as needed to accommodate the remainder of the loaded data.

Single Page - Maximum Number: 9

Single Page - Maximum Number: 25

Single Page - Maximum Number: 40

Multiple Pages

Annotation are automatically resized and distributed to show the specified number of annotation in one or more of the three available areas around the 3D Viewer (Top, Left, Right).

Multiple Page - Left 3x1, Right 3x1

Multiple Page - Top 4x1, Left 4x1, Right 4x1

Multiple Page - Left 5x3, Right 5x3

Multiple Page - Top 7x2

Multiple Page - Left 7x1, Right 7x1

Multiple Page - Top 5x2, Left 5x2, Right 5x2

Maximum Number

This option only applies to Single Page layouts. The highest number of annotations (up to 40) displayed on each page. Annotations exceeding this number are loaded as additional pages to include all loaded data.

For example, if a Single page layout is set to a maximum number of 30, and the data loaded requires 67 annotation, you would end up with two pages with 30 annotation each and one page with the remaining seven annotations.

Single Page Layout areas

Layout Screen Areas

The layout screen areas only apply to Multiple page layouts. Set the area of the page where annotation may be displayed around the 3D model. Set the maximum number of annotation per row (Top) or column (Left, Right) within the layout settings.

Multiple Page Layout areas

Uncross Leader Lines

Leader lines attached to the 3D model are automatically uncrossed each time the 3D View is resolved. Annotations in the Layout are reorganized to accommodate the leaders in the optimal formation to prevent as many crossed lines as possible. This provides an unobstructed view of the 3D model and makes it easier to see which annotation relates to a feature marker.

Uncross Leaders - Disabled (default)

Uncross Leaders - Enabled

Hide Unused Features

Any features for the 3D model that do not have corresponding annotation on the Layout page are hidden. This is useful for multiple page layouts because only the relevant feature markers are shown on each page.

Hide Unused Features - Disabled

Hide Unused Features - Enabled (default)

The option Zoom to Features may best be utilized in combination with the Hide Unused Features option. This way, the zooming of the 3D model is more focused on the subset of features displayed on the current page, rather than all of the features loaded for the model.

Zoom to Feature with Hide Unused Features Off

Zoom to Feature with Hide Unused Features On

Auto Orient

Automatically orients the 3D model to an optimal position based on the loaded features relative to the annotations in the Layout. The orientation can be done by Plane (XYZ) or by Vector (IJK).

The calculated orientation changes based on what is currently displayed on the page. Switching to a different page, choosing a Sieve, using Cutting Planes or selecting Feature Markers effects the orientation of the model in the view area. This allows users to always have the best view of the feature markers without requiring manual adjustment of the model on each page of the layout.

Manually changing the rotation of the view can only be done temporarily while the viewer is active. Once you exit the active viewer, the model returns to the automatic orientation position. If Zoom to Features is not set for this layout, you can manually change the zoom of the model that will be maintained even when navigating between pages.

No Auto Orient

Auto Orient to Feature Plane

Auto Orient to Feature Vector

Zoom to Features

Automatically adjusts the zoom of the 3D model so the currently displayed feature markers fill the 3D Viewer area. Each page of the layout provides a best-fit zoom to optimize the view area to highlight the features displayed in the annotations.

The calculated zoom changes based on the feature markers displayed on the 3D model. Switching to a different page, choosing a Sieve, using Cutting Planes or keeping/removing Feature Markers effects the zoom of the model in the view area. This allows users to always have the best view of the feature markers without requiring manual adjustment of the model on each page of the layout. If you prefer a closer zoom to the relevant features, consider adding the Hide Unused Features option to eliminate feature markers without an annotation on the current page.

Manually changing the zoom of the view can only be done temporarily while the viewer is active. Once you exit the active viewer, the zoom returns to the automatic zoom position. If Auto Orient is not set for this layout, you can manually change the rotation of the model that will be maintained even when navigating between pages.

Zoom to Features - Disabled (default)

Zoom to Features - Enabled

The option Zoom to Features may best be utilized in combination with the Hide Unused Features option. This way, the zooming of the 3D model is more focused on the subset of features displayed on the current page, rather than all of the features loaded for the model.

Zoom to Feature with Hide Unused Features Off

Zoom to Feature with Hide Unused Features On

Keep Feature Characteristics Together

Characteristics belonging to one feature are displayed on a single page, preventing the separation of characteristics across different pages. There are some cases where splitting up characteristics between pages cannot be avoided. Layouts with this option disabled have no strict requirement to display all characteristics from one feature on a single page, although the data ordering may result in some characteristics appearing on the same page.

Keep Characteristics Together - Disabled (default): Characteristics may appear on different pages; in this case, chars X and W appear on page 6 and 7.

Keep Characteristics Together - Enabled: Characteristics appear on same page; in this case, both chars X and W appear on the page 6.

In rare instances when the current page exclusively shows characteristics from features containing multiple characteristics, not all characteristics from a single feature might be displayed on that page. This scenario could occur if the selected layout limits the number of annotation charts per page to an amount lower than the largest number of characteristics per feature. Additionally, if one page has exhausted its capacity with characteristics from features containing multiple characteristics as per the layout configuration, any remaining characteristics are placed on the subsequent page.

Full screen (Built-in Default)

A full screen option is provided as a system default, where the 3D Viewer fills the screen area and no annotations are displayed. This layout cannot be deleted or modified, but you can create a custom Layout and designate that layout as the default on load.

If the Make Default check box is enabled on any of the user-defined layouts, the Full screen option will not be loaded first.