Creating a Stack Plan Template

A stack plan is a two-dimensional graphical display of facility or building data. Usually, these graphs display area calculations by different attributes (for example, rented, leased, vacant, occupied by a tenant). Stack plans allow users to view area information across all building levels or floors based on defined attributes. Stack plans display only space records. With permissions, users can create or modify a stack plan under a shell.

To create a stack plan

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Shells > [shell] > Space Manager> Stack Plans in the left Navigator.
  3. Click New. The Properties window opens.
  4. Complete the General tab as described in the first table below.
  5. Click the Options tab and complete as shown in the second table below.
  6. Click Apply to save changes, or OK to save and exit.

In this field:

Do this:

Name

Enter the stack plan name.

Description

Enter an optional description.

Include:

  • All Levels
  • Levels with statuses

Select to specify that all levels be included in the stack plan, or that only levels of selected status be included in the stack plan.

In this field:

Do this:

Space Types

Select a space type.

Stack By:

  • Space Type
  • Data Element

Select whether to stack by selected space type or by a data element.

Stacking View

Select to specify standard stacking or 100% stacking.

Sort Floors By:

Select to sort floors by a selected data element from the Level Attribute form.

Show Legend

Select to display a legend for the stack chart.

Conditions

Add a condition to filter the number of space records included in the stack plan calculation. The stack plan calculation logic sums up the values from the uuu_area data element used on the space-type detail form.

To modify stack plan properties

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Shells > [shell] > Space Manager> Stack Plans.
  3. Select a stack plan and click Properties. The Properties window opens.
  4. Modify the stack plan properties as needed.
  5. Click OK.

To update a stack plan across shells

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Shells > [shell ] > Space Manager> Stack Plans.
  3. Select a stack plan in the log.
  4. Click Update Shells. You can choose to update the stack plan in selected shells, or all shells.

See Also

Setting up the Space Manager

Space Manager Prerequisites

Importing and Configuring Levels and Space Types

Configuring Levels and Space Types

Configuring Space Manager Configuration Package

Creating Level Sheet Templates

Setting Permissions for the Space Manager

Query Tabs in Spaces


Last Published Monday, August 28, 2023