Tree Plotter - Tree Inventory Software - Updates & Training Webinar - Q4 2016

Tree Plotter Software: Q4 2016 Updates/Training
12/15/16 Webinar
www.planitgeo.com | info@planitgeo.com 1
Ian HanouPresented by:
Watch the live recording:
 http://www.anymeeting.com/67
7-514-554/E954D985804A3C

Agenda
2www.planitgeo.com | info@planitgeo.com
1. Tree Plotter Introduction
2. New Features
o Save a Map URL
o Save filter template
o ISA TRAQ fields
3. New Add-Ons / Modules
o Offline Collector App
o EAB Cost Calculator & Scenario Tool
o Tree Collections: QR code engagement app
o WOM for commercial firms: send estimates
4. Sneak Peek for 2017
o Public interface
o GPS feature collection
o Auto App Builder
o Tree Analytics
 Relative Performance Index
 Pest Vulnerability
 Trunk Formula Appraisal Value
5. Resources and Recap

Introductory Resources
1. www.TreePlotter.com/
o FAQs, User Guide, Technology details
2. www.TreePlotter.com/Past-Webinars/
o “101” recordings
o Summer 2016 Series
 Private Entities, Municipal, Nonprofits
o Mississippi EAB Cost Calculator
o Fall 2016 Series
 Campus, City, Citizen Foresters, State Agencies, Offline App
3. YouTube channel, how-to videos
4. Support@PlanItGeo.com
Links to Apps in this Webinar:
 https://pg-cloud.com/Mississippi/
 https://TreeCollections.com/
 https://pg-cloud.com/Treecology/
Watch this webinar recording:
 http://www.anymeeting.com/677-
514-554/E954D985804A3C

About: est. 2012 | headquartered in Arvada, CO
Ian Hanou | Owner, Director of Business Development
15 years exp., managed 100+ urban forestry projects
Clayton Steneroden| Senior Software Engineer
20+ years exp., programmer, server/database, IT
Chris Peiffer | Business Developer | Urban Forester
8 years exp., ISA Certified, project manager
Jeremy Cantor| GIS and Natural Resources Specialist
10 years exp., GIS / remote sensing lead, technical reporting
Michael Gentry | Lead Software Application Developer
Mobile apps, web-based software, front-end UI/UX
TJ Wood | Lead Tree Inventory Analyst
ISA Certified Arborist, Graphics/Design, GIS technician
Patrick Saal | GIS and Software Database Technician
Watershed sustainability, i-Tree, and Tree Plotter apps
* Core staff: hourly part-time staff and interns not shown

 GIS and Remote Sensing
 Software: Urban Forest Cloud
• Web, mobile, hybrid, and desktop
• Subscription and custom tools
• 100+ software clients/users
 Tree Inventory | Risk Assessment
 Ecosystem Services Analysis
 Urban Canopy & Forest Analysis
 Resource Management Planning
 Training, Workshops, Surveys
Color-Infrared
Natural Color
LiDAR-based Canopy Analysis
Our Services and Markets

Software Clients
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro
* Guam not shown

Tree Plotter®
Canopy Planner®
Park Plotter®
Work Order Management®
Native Apps
Custom Apps
Software Products Overview

Technical Details
• Subscription-based
• Cloud-based
• Web browser / URL
• No install or other
software
• Offline app available
• Mobile
• Tablets and smartphones
• Map-based
• Place tree points on
imagery
• Many base maps to
choose from
• Administration
• Manage users and
permissions
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Web/Mobile Tree Inventory Components
Tools Edit
Data Reports
Add / Move
Trees
Login
Legend
Data Table
Manager
Enter/Update Tree Attributes Basic tree info
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Base Map Sources & Tiles
Bing
ESRI
Streets
MapQuest
Google
• Choose from imagery base map sources
• Useful for different situations (dense canopy,
new development, or navigating streets by
name, etc.)
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

• Use GPS for orientation or to zoom in
• Click (or tap) the map to add new tree point
• The x/y coordinate is populated from the aerial imagery
Data Collection/Mgmt.
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

• Data templates (fields/attributes)
• Field types (text, dropdown
choice, multi-select, etc.)
Data Collection / Management
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Data Management
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

• Export (save) data to a local file
• CSV, .xls (spreadsheet), .shp (GIS shapefile)
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Copy / Load Last
• Copy values from last tree
• Great for a row of similar
trees
Polygon Attribution
• Auto-fill the name of a park,
city, subdivision, etc. by
underlying GIS polygon
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Update Multiple Trees at Once
• Pick a data field and new value
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Awesome Ways to View Your Trees
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Search, Filter, Query
• by Attribute Fields or Map Polygon (or both)
• Filters Apply to: the map, data table,
exports, and reports.Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Summary Reporting
It’s your data … ask it questions.
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Tree and Eco
Summaries
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Print Reports
• Charts and summaries reflect current filters applied
• Add qualitative comments
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Work Order Management: add-on module
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Printing Work Orders
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Intro

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Features
New Features in Quarter 4, 2016
o Save a Map URL
o Save filter template
o ISA TRAQ fields

You can save the following parameters:
Map Settings: zoom, base map, map center, custom imagery.
Advanced Filter: current fields and filters
Organization: for organizational apps only
Interactive Legend: current layer and display by field
Map: labels and layer settings
Click “Create Saved Map Scenario” and enter a custom URL. Copy and
share the new URL. Tree Plotter opens and “loads” the saved map.
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Features
Save a Map to an Interactive URL
Allows you to save a map
view and settings for
others to open from a URL.

Save a Filter
Template
Steps:
1. Open A/F and choose a layer (Trees, etc.)
2. Choose field(s) and values for the filter
3. Click “Apply” to run the filter
4. Click “Save Filter Legend Template”
(Note: they’re saved per layer)
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Features

Likelihood of Failure
o Improbable
o Possible
o Probable
o Imminent
Likelihood of Impacting Target
o Very Low
o Low
o Medium
o High
Likelihood (auto - calculated from Impact and Failure)
o Unlikely
o Somewhat Likely
o Likely
o Very Likely
Consequences of Failure
o Negligible
o Minor
o Significant
o Severe
Risk Rating (from Likelihood and Consequences)
o Low
o Moderate
o High
o Extreme
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Features
* More in-depth TRAQ fields are coming soon and includes preliminary and follow-up information like Residual
Risk and Mitigation Options., and risk assessment for specific tree parts - Crown/Branches, Trunk and Roots,
and Overall Risk Rating.
New Risk Fields for ISA TRAQ

New Add-Ons and Modules
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
o Offline Collector App
o EAB Cost Calculator &
Scenario Tool
o Tree Collections: QR code
engagement app
o WOM for commercial firms

Offline Collector App: What to know
1. An add-on; not a native app; new technologies
2. Browser-based, no download or install
3. Operates online or offline
4. Mirror copy of your data
5. Select data and base map for use offline
6. Edited tree change color; “Sync” data button
7. Open it from Tree Plotter or its URL (even when offline)
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Try out a demo:
https://pg-cloud.website/Aspen/offline/
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Offline App: What’s In, What’s Not
Offline App Full Version In the Works
Collect new features (trees) Reporting (Stats) Exporting data
Edit/move existing features Ecosystem benefits Work orders/service requests
Load Last Tools  Admin Accounts Filter/search
Feature status Tools  Label / Print Maps Table view
Zoom by GPS Mass Update Orgs. / Client Sites
Sync data  online Lookup Table Editor Attach photos
Choose from base maps Draw/Measure UI updates, storage space info
Settings: Themes Legend / Symbology tools Select multiple areas
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
Try out a demo:

Offline App: User Settings & Preferences!
1. Color themes
2. Show/hide offline area
3. Others in the works
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
Try out a demo:

Offline App: Selecting data for offline
1. Visual for
selecting areas
2. Clustering and
heat map
3. Updates as
you zoom in
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Offline App: Syncing data back online
1. Multiple users can select areas/data for offline use
2. Records (trees) can be selected by multiple users
3. Only edited trees and edited fields are updated
after syncing
4. Latest synced edits are used
5. All edits & new trees must be synced, even when
collected while online
6. “Check-in / check-out” is a future consideration
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
Try out a demo:

Emerald Ash Borer (EAB) Cost Calculator
Scenario Tool
• Inputs: inventoried ash trees or
enter estimated populations by
DBH size class
• Adjust default costs for Mgmt.
Activities: removal, replanting,
and treatment/injection
• Name a scenario and print a
report or compare two side-by-
side
• Click “Get Started” and follow
each step.
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Choose Management Activities
• Select a timespan
and EAB
management
activities
• Choose what
proportion of ash
tree removals will
be replanted
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Choose Ash Trees
Use all inventoried ash trees, select
ones, or estimates.
1. Choose All inventoried ash
trees in the app
2. Select Custom (Advanced
Filter)
3. Select All High Value Trees will
use trees you’ve flagged as high
value from your inventory data
4. Or, simply enter an estimate of
ash population by size class
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Define Your Management Costs
• Adjust costs (or use
default numbers) for
removal, replanting,
and treatment
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Run Your Scenario
• Run the tool to create a scenario
• Review charts and tables of cost
estimates
• Name a scenario, enter a description
and comments in the text boxes
• Option to print the scenario
• Option to compare two scenarios
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Compare Scenarios
Select two scenarios to compare side by side.
Click print to preview it, then print to PDF.
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Species Identification
• Help with identifying
susceptible species
• The Basics -> About ->
• General Information
• Species Identification
Help
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules

Educate and Engage with QR codes
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
• Colorado Tree Coalition manages/adds:
 Species info on their www
 Tree Collections and trees
• Kiosks in parks, schools, etc. w/QR code
launches app

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
Educate and Engage
with QR codes • Organizations can request an
account to add collections and trees

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
Customized off of the
Tree Plotter platform /
code base

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
WOM for
Commercial Firms
A new, custom “Work Order
Management” module

o Send bid proposal estimates
to clients or contractors
o Internal staff comm’s
o Permits/equipment tracking
o Historical client/cost info
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
New
Modules
WOM for Commercial Firms

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Sneak
Peek
Sneak Peak: what’s coming in 2017
o Public interface
o GPS feature collection
o Auto App Builder
o Tree Analytics
Relative Performance Index
Pest Vulnerability
Trunk Formula Appraisal Value
o Vector Tile Maps

New interface and steps for the public to map
and track planting activities
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Sneak
Peek
Public Interface to Map, Track, and Engage

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Sneak
Peek
Public Interface to Map,
Track, and Engage

GPS receivers added to tablets/phones for 1-3m accuracy; use to collect features
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Sneak
Peek
Collect Trees from GPS Location

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Sneak
Peek
App Builder
DRAFT user
interfaces
Choose or Update the following:
Center point, zoom levels
Default base map tiles or by user level
Data fields (type, add/edit values, edit forms, tabs, order )
 Show/hide in data table, exports, tree popup, legend tool, etc.
Permissions/roles (Q2 2017)

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Sneak
Peek
New Analytics: calculations and reports
Relative Performance Index (RPI)
“How well is one species doing in terms of condition compared to
the entire tree inventory population?”
CTLA Trunk Formula Method
Council of Tree and Landscape Appraisers (CTLA) industry
accepted and standardized technique for assessing the value of
trees
Pest Vulnerability
“How susceptible is my tree population to local pests and
diseases?”

Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Sneak
Peek
RPI Example
A species average condition compared to the
average condition of the population
Value = Basic Tree Cost x Species
Rating % x Condition Rating % x
Location Rating %
CTLA Example

Recap & Resources
1. http://www.PlanItGeo.com
2. Recorded webinars
i. How-to videos (YouTube channel)
ii. FAQs and user guide
3. Demo: https://pg-cloud.com/tpDemo
 User = demo
 Password = demo
4. Offline Demo: https://pg-cloud.website/Aspen/offline/
5. Reviews by 20+ clients at Capterra.com
6. All webinars:
 www.planitgeo.com/Webinars/
 www.TreePlotter.com/Past-Webinars/
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Resources
& Recap

Recap & Resources
“Urban Forest Cloud” (Tree Plotter / Canopy Planner) App URLs:
i. City: https://pg-cloud.com/Milwaukee
ii. State: https://pg-cloud.com/Idaho, https://cotreeview.com
iii. Canopy Planner: https://pg-cloud.com/Columbus
iv. NGO: https://pg-cloud.com/PHS, https://pg-
cloud.com/PlantMOreTrees, https://pg-cloud.com/KIB
v. HOA: https://pg-cloud.com/HGV
vi. Golf Course: https://pg-cloud.com/Stafford
vii. Campus: https://pg-cloud.com/ACU
viii. Private Firms: https://pg-cloud.com/Wachtel, https://pg-
cloud.com/PreservationTree (TX), https://pg-cloud.com/Sims
Intro
New
Features
New
Modules
Sneak Peek
Resources
& Recap
Resources
& Recap

Ian Hanou, Owner and Director, Business Development
(303) 503-4846 | IanHanou@PlanItGeo.com
Chris Peiffer, Urban Forester and Business Developer
(717) 579-9890 | ChrisPeiffer@PlanItGeo.com
TJ Wood, Certified Arborist / Tree Inventory Lead
(303) 847-8809| TJWood@PlanItGeo.com
A geospatial technology, software,
consulting, and planning firm
specializing in urban natural
resource management.
Info@PlanItGeo.com
www.planitgeo.com
THANK YOU!
56

Tree Plotter - Tree Inventory Software - Updates & Training Webinar - Q4 2016

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