Creating a Stack Plan

To create a stack plan:

  1. Go to the shell tab, and switch to User mode
  2. In the left Navigator, select Space Manager, and then select Stack Plans.
  3. From the toolbar, select New.
  4. In the Properties window, complete the following fields on the General tab:
    • Name: Enter the stack plan name.
    • Description: (Optional) Enter a description.
    • Include: Indicate whether you want all levels included in the stack plan (All levels), or indicate whether you only want to include levels that have a specific status (Levels with statuses).
  5. Select the Options tab, and complete the following fields:
    • Space Types: Select a space type.
    • Stack By: Indicate whether to stack by a selected Space Type or by a selected 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 this option 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.
  6. Select Apply to save changes, or OK to save and exit.

Last Published Thursday, October 9, 2025