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
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell] > Space Manager> Stack Plans in the left Navigator.
- Click New. The Properties window opens.
- Complete the General tab as described in the first table below.
- Click the Options tab and complete as shown in the second table below.
- 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:
| 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:
| 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
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell] > Space Manager> Stack Plans.
- Select a stack plan and click Properties. The Properties window opens.
- Modify the stack plan properties as needed.
- Click OK.
To update a stack plan across shells
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell ] > Space Manager> Stack Plans.
- Select a stack plan in the log.
- Click Update Shells. You can choose to update the stack plan in selected shells, or all shells.
See Also
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
Last Published Thursday, December 14, 2023