PRODUCT MANUAL FOR

www.acad-plus.com

Copyright © 2011 ACAD-Plus Incorporated. All rights reserved. The content in this document is protected under

copyright law, furnished for informational use only, is subject to change without notice, and should not be

construed as a commitment by ACAD-Plus Incorporated. ACAD-Plus Incorporated assumes no responsibility or

liability for any errors or inaccuracies that may appear in the content contained in this document.

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TABLE OF CONTENTS

OEM Note ...................................................................................................................................................................... 4

Command List ................................................................................................................................................................ 5

Administration ........................................................................................................................................................... 5

Polylines ..................................................................................................................................................................... 5

Smart Blocks .............................................................................................................................................................. 5

Utilities ....................................................................................................................................................................... 5

Database .................................................................................................................................................................... 6

Reporting ................................................................................................................................................................... 6

Planning ..................................................................................................................................................................... 6

Equipment ................................................................................................................................................................. 6

Graphic User Interface ................................................................................................................................................... 7

Descriptions of Commands ............................................................................................................................................ 8

Administration Commands ............................................................................................................................................ 8

Login (SLOGIN) – Configuration Selection and Database Login ................................................................................. 8

Logout (SLOGOUT) – Database Logout ...................................................................................................................... 9

Configure (SCFG) – Sets up Drawing Configuration Intelligence ........................................................................ 9

Room Polyline Commands ........................................................................................................................................... 13

Set Pline Layer (SPLSET) – Sets Selected Polyline Layer to Current ......................................................................... 13

Pline Utility (SPAREA) –Polyline Drawing Routine ................................................................................................... 14

Erase PLine (SPERASE) – Erases Polylines by Selecting a Room Number Block ....................................................... 15

Remove Link (SPLXDEL) – Removes Intelligence from a Polyline ............................................................................ 15

Room Number Block Commands ................................................................................................................................. 16

Insert Room (SIROOM) – Inserts Intelligent Room Number Blocks ......................................................................... 16

Edit Room (SEROOM) – Room Number Block Editing Routine ................................................................................ 19

Insert Zone (SIZONE) – Inserts Intelligent Zone ID Blocks ................................................................................ 19

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Edit Zone (SEZONE) – Zone Block Editing Routine ........................................................................................... 20

Insert Bldg (SIBLDG) – Inserts Intelligent Building ID Blocks ............................................................................ 20

Insert Floor (SIFLOOR) – Inserts Intelligent Floor ID Blocks ..................................................................................... 20

Room Attribute Visibility (SRMATTVIS) – Sets Room Attribute Visibility ................................................................. 21

Global Room Changes (SRMNOCHG) –Room Number Change Utility ..................................................................... 21

Scale Room Blocks (SCLRMBLKS) – Globally Scales Room Number Blocks .............................................................. 22

Block Ratio (SRMSCL) – Adjusts Insertion Scale Factor for Room Number Blocks .................................................. 22

Adjust Max. Characters (SADJCHARS) – Globally Adjusts Max. Character Settings ................................................. 22

Error Checking and Utilities ......................................................................................................................................... 23

Check Rooms (SRMCHK) – Locates Room Number and Polyline Issues .................................................................. 23

Check Zones (SZNCHK) – Locates Zone Number and Polyline Issues ............................................................... 26

Hatch Plines (SHATCHALL) – Colors all Intelligent Polylines in the Drawing ............................................................ 27

Show Area (SAREACOMP) – Calculates and Displays Square Footage .................................................................... 28

Refresh Composite (SRCOMP) – Refreshes Intelligence on Composite Drawings................................................... 29

Refresh Revit (SREVIT) – Refreshes Intelligence on Drawings from Revit ........................................................ 29

Database Commands ................................................................................................................................................... 30

Export Data (SXPORT) – Exports Data from the Drawings to the Database ..................................................... 30

View Data (SRMVIEW) – Views Room Data from the Database .............................................................................. 34

Update Title (STITLE) – Updates Title Block Attributes from the Database ............................................................. 35

View Last Export Date (SXDATE) – Reports the Last Date that Data was Exported from a Drawing ....................... 36

Update Room Attributes (SRMATTUPD) – Updates Room Number Block Attributes ............................................. 36

Clear Attributes (SCLEAR) – Clears All Attribute Data from Blocks .......................................................................... 37

Graphic Reports ........................................................................................................................................................... 38

Creating A Standard Graphic Report ........................................................................................................................... 38

Graphic Report (SREPORT) – Annotates, Colors, or Hatches Rooms Based on Database Information ................... 38

Advanced Annotation Settings ................................................................................................................................ 39

Advanced Thematic Fill Settings .............................................................................................................................. 40

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Creating Ad Hoc Graphic Reports ................................................................................................................................ 42

Graphic Report (SREPORT) – Annotates, Colors, or Hatches Rooms Based on Database information ................... 42

Undo Report (SUNDO) – Undoes Graphic Reports or other Colorization ................................................................... 47

Apply URL (SURL) – Applies hyperlinks to room number blocks ................................................................................. 47

Creating A Composite Plan Graphic Report ................................................................................................................. 48

Create a Composite Plan Drawing ........................................................................................................................... 48

Create a Composite Plan Graphic Report ................................................................................................................ 49

Creating A Building Stack Graphic Report ................................................................................................................... 50

Create a Building Stack Plan Drawing ...................................................................................................................... 50

Create a Building Stack Plan Graphic Report ........................................................................................................... 52

AutoCAD Planning Scenarios ....................................................................................................................................... 53

Equipment Module ...................................................................................................................................................... 53

NOTES .......................................................................................................................................................................... 54

OEM NOTE

The FMG-Plus software is an incredibly flexible and configurable platform. As such, it is used by different CAFM

systems in the Facilities Management market. Each CAFM partner, working with ACAD-Plus, may rebrand FMG-

Plus to better suit their CAFM environment. From this point forward, this manual will refer to FMG-plus only as

“the software”. Some features in this manual may not be compatible with all CAFM systems, or may be configured

differently for specific CAFM system requirements.

Such features will be noted by this symbol:

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COMMAND LIST

ADMINISTRATION

SLOGIN Log in to the Software and Space Database

SLOGOUT Log out of the Software and Space Database

SCFG Sets up the drawing configuration intelligence

POLYLINES

SPLSET Sets Selected Intelligent Polyline layer to Current

SPAREA Draws Polylines around rooms

SPERASE Erases Polylines by selecting a Room Number Block

SPLXDEL Removes Intelligence from a Polyline

SMART BLOCKS

SIROOM Inserts Intelligent Room Number Blocks on Floor Plans

SEROOM Edits Intelligent Room Number Blocks

SIZONE Inserts Intelligent Zone ID Blocks on Floor Plans

SEZONE Edits Intelligent Zone ID Blocks

SIBLDG Inserts Intelligent Building ID Blocks on Site Plans

SIFLOOR Inserts Intelligent Floor ID Blocks on Building Stacks

SRMATTVIS Sets Room Attribute Visibility

SRMNOCHG Globally Changes Room Numbers

SCLRMBLKS Globally Scales Room Number Blocks

SRMSCL Adjusts Insertion Scale Factor for Room Number Blocks

SADJCHARS Adjusts Maximum Number of Annotation Characters

UTILITIES

SHATCHALL Colors All Intelligent Polylines

SRMCHK Shows Orphaned Rooms and Polylines, and Polyline Loops

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SZNCHK Shows Orphaned Zone IDs and Polylines, and Polyline Loops

SAREACOMP Calculates and Displays Square Footage

SRCOMP Refreshes the Composite Drawing Intelligence

SREVIT Refreshes the Revit Created Drawing Intelligence

DATABASE

SXPORT Exports Data from Drawings to Database

SRMVIEW Views Room Data by Selecting a Room Number Block

STITLE Update Title Block Attributes

SXDATE Reports Last Date that Data was Exported from Drawings

SRMATTUPD Updates Room Attributes

REPORTING

SREPORT Annotates, Colors, or Hatches Rooms from any fields in Database

SUNDO Undoes SREPORT

SURL Applies Hyperlinks to Room Number Blocks

PLANNING

The AutoCAD Planning Scenarios Module may be purchased separately.

EQUIPMENT

The Equipment Module may be purchased separately.

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GRAPHIC USER INTERFACE

The software offers both a Ribbon Bar command interface for AutoCAD release 2009 and higher, as well as a

standard pull-down menu for earlier releases of AutoCAD or users who prefer not to use the ribbon bar.

After loading the menu file in AutoCAD release 2009 and higher, the pull-down menu can be accessed by typing

MENUBAR at the AutoCAD command line, and entering a value of (1).

Figure 1 - The Ribbon Menu

Figure 2 - The pull down Menu

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DESCRIPTIONS OF COMMANDS

The software menu and ribbon bar are divided into functional groups (i.e.: Administration, Polylines, etc.). The

menu and ribbon provide easy access to the software commands. The software commands run in addition to all

standard AutoCAD commands. They can be thought of as “extra” commands provided by the software. All

standard AutoCAD commands continue to perform as they normally would. Throughout this manual, when a

command is referred to in a section heading, the user-friendly command name will be given followed by its actual

AutoCAD command in parenthesis (Example: “Export Data (SXPORT)”). The AutoCAD command is the actual

command name and can be typed in at the Command Line interface as well as used to create a keyboard shortcut

in AutoCAD.

ADMINISTRATION COMMANDS

The Administration commands provide a method for the user to connect to and communicate with the database.

LOGIN (SLOGIN) – CONFIGURATION SELECTION AND DATABASE LOGIN

STEP 1: INVOKE THE LOGIN COMMAND

To access the software commands, the user must first log in to the software in AutoCAD. This Login must be

performed each time a new AutoCAD session is opened. Opening additional drawings in the current AutoCAD

session after a Login has been completed does not require the Login command to be run again.

Figure 3 – Invoking the Login command

STEP 2: ENTER VALID LOGIN DATA

This command uses a dialog box to obtain the desired configuration, user

name, password, and data source for connecting to the database. Multiple

configurations may be used for connecting to multiple database sources.

When a configuration is selected from the pull down menu, the default data

source is automatically entered into the source field. The data source refers

to the AutoCAD configured database source. If only a single configuration is

available but multiple data sources are configured, the user may manually

enter the name of the source. (e.g. PROD vs. TRAIN vs. TEST). After entering

a valid user name and password, all other commands will be available.

Figure 4 - Entering the Login information

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LOGOUT (SLOGOUT) – DATABASE LOGOUT

This command allows the operator to close all AutoCAD to Database connections. Typically it is not necessary to

invoke this command prior to closing an AutoCAD session. However, some third party database manipulation

software does require a full Logout.

Figure 5 - Invoking the Logout command

CONFIGURE (SCFG) – SETS UP DRAWING CONFIGURATION INTELLIGENCE

The Configure command must be run on each floor plan. This command stores drawing specific configuration data

in the drawing. This command will invoke a dialog box which allows the user to input drawing configuration data.

The user is only required to run the Configure command once per drawing. The values entered in the dialog box

are stored in the drawing. This command is also used to edit this configuration data whenever this data already

exists in the drawing.

STEP 1: INVOKE THE CONFIGURE COMMAND

To access the Drawing Configuration Data dialog box, the user must choose the Configure command from the

software menu in AutoCAD.

Figure 6 - Invoking the Configure command

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STEP 2: CHOOSE THE DRAWING TYPE

The user must choose whether the drawing is a Composite, Site Map, Building Stack, or Floor Plan. The Composite

option is used to prepare drawings to have multiple buildings and/or floors on one report. The Site Map option is

used by some CAFM systems to prepare drawings to be used as site maps for reporting. The Building Stack option

is used to prepare drawings as multi-floor building stack diagrams. The majority of drawings processed with the

software will be Floor Plans.

STEP 3: ENTER CONFIGURATION DATA

Figure 7 - The Drawing Configuration Dialog Box

The following data is stored (the commands that are affected are shown in parentheses):

1. Location Data (SXPORT, SREPORT, SRMVIEW, SRMATTUPD, SURL)

2. Date and time of last export (SXPORT)

3. Global FMG Entity Scale (SIROOM & SREPORT)

4. Legend scale factor (SREPORT)

5. Room number block scale factor (SIROOM & SRMSCL)

6. Door room number text height (SIROOM & SEROOM)

7. Polyline wall thickness configuration file name (SPAREA)

8. Drawing unit area divisor (SIROOM, SEROOM, SXPORT, SREPORT)

9. Insertion point and maximum length for color/hatch legend (SREPORT)

10. Insertion point and maximum length for "overflow" chart (SREPORT)

11. Legend and room number rotation (SREPORT)

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STEP 4: ENTER LOCATION INFORMATION

The user must enter the Location Information Codes for the drawing (For example Region, Site, Facility, Property,

Building, Floor, etc.). It is IMPERATIVE that these codes exactly match the codes in the database. Failure to match

these codes will prevent the drawings from communicating with the data. Some CAFM systems allow the use of

data validation when selecting the location data. When data validation is used, the user is prompted to select the

appropriate location from a list pulled from the database. If no data validation is available, the user must type in

the location code manually in the location dialog

box that appears. To enter a location code,

double-click the location level in the list, or

highlight the location level and click the ‘Edit’

button. Then select or type the appropriate

location code in the Value dialog box and click

‘OK’. This must be done for all location

information levels to accurately describe the

drawing. The Configure command will not allow

saving of the additional configuration

information of the location information is not

set.

Figure 8 - Selecting Location Information

STEP 5: ENTER SETTINGS

The user must also enter the Drawing Scale Factor, Legend Scale Ratio, Room Number Block Scale Ratio, Door

Room Number Text Height, and Wall Offset Configuration File. The Area Divisor will default to the correct number

as set by the administrator.

STEP 6: LOCATE THE LEGEND AND SELECT THE LEGEND LENGTH

The user must then pick the location for

the Legend. The Legend will be

automatically created each time a Color

or Hatch Graphic Report is generated. It

will be located at the point selected by

the user. To locate the Legend, the user

may enter X and Y coordinates or click the

‘Pick Point’ button and select the location

visually. The user will then be prompted

to choose the length for the Legend. If a

legend exceeds the selected length, the

legend will expand to include a new

column added to the right of the first

legend column.

Figure 9 – Inserting the Legend and Choosing the Legend Length

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STEP 7: LOCATE THE OVERFLOW CHART AND SELECT THE CHART LENGTH

The user must then pick the location for the Overflow Chart. The Chart will be automatically created each time an

Annotation Report is generated. It will be located at the point selected by the user. To locate the Chart, the user

may enter X and Y coordinates or click the

‘Pick Point’ button and select the location

visually. The user will then be prompted to

choose the length for the Overflow Chart.

If a chart exceeds the selected length, a

new column will start at a point to the

right of, and at the same height as, the

Overflow Chart insertion point.

Figure 10 – Inserting and Choosing the Overflow

Chart Length

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ROOM POLYLINE COMMANDS

An AutoCAD entity called a polyline must be drawn around each space (utilizing the IFMA, BOMA, FICM or any

other standard). This polyline not only determines the area used by each space, it will also be utilized later for

color or gray scale reports in the software. These commands assist the user in the creation and maintenance of

these polylines.

Polylines must also be added to each floor plan to calculate total gross area and interior gross area (if desired).

Polylines may also be added to subtract ‘open to below’ areas and vertical penetrations from the gross areas.

Tracing around the building exterior with the AutoCAD PLine command is the easiest way to create the gross

polylines. These polylines must be on the layers that are specified in the selected configuration file. The software

Administrator has been trained to properly configure this file. The correct layer can be set as current using the Set

Pline Layer command (described below).

Whenever changes occur to the floor plan, the polylines must be modified to reflect the new wall locations. Some

types of changes can be done using standard AutoCAD commands without destroying the integrity of the polyline

(like STRETCH). Other modifications require erasing and replacing the polylines.

SET PLINE LAYER (SPLSET) – SETS SELECTED POLYLINE LAYER TO CURRENT

This command allows the operator to easily set the desired pline layer to the current AutoCAD layer without the

need to know the actual layer name or search through the drawing layer list. If the layer does not currently exist in

the drawing, using Set Pline Layer will create the layer and set it to the current layer.

Figure 11 - Using the Set Pline Layer command

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PLINE UTILITY (SPAREA) –POLYLINE DRAWING ROUTINE

This command allows the operator to quickly draw the polylines by picking the inside wall lines surrounding the

room. The command automatically determines the layer of each line selected and offsets the polyline according to

a user-selected data file. The supplied data file is called WALL4.DAT. The software Administrator has been trained

to properly configure this file. Since all of the drawings may not have uniform wall thickness, the operator may

select a new data file at any time using the Configure command described above.

Since the typical university environment (FICM standard) bases room area on the interior dimensions of each

space (thereby disregarding wall thickness), the easiest way to create these polylines is to set the permanent

OSNAP to END and INT then trace around the interior of each space with the PLINE command.

The screen capture below illustrates a room that has no polyline. The numbered bubbles indicate the order in

which the walls should be selected with the Pline Utility command to automatically create a polyline. The walls

can be selected clockwise or counterclockwise. Parallel lines cannot be selected consecutively.

Figure 12 - Using the Pline Utility command

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ERASE PLINE (SPERASE) – ERASES POLYLINES BY SELECTING A ROOM NUMBER BLOCK

This command provides a convenient way of deleting a Room Polyline by selecting the Intelligent Room Number

Block.

Figure 13 - Invoking the Erase Pline command

REMOVE LINK (SPLXDEL) – REMOVES INTELLIGENCE FROM A POLYLINE

This command provides a convenient way of removing the intelligent link between a room number block and a

polyline without deleting either the polyline or the room number block. It can also be used to remove the

intelligence from a polyline in the event that the room number block is not needed and erased. If the Remove Link

command is not used on the remaining polyline, it will be an orphaned polyline in the Check Rooms command.

Figure 14 - Invoking the Remove Link command

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ROOM NUMBER BLOCK COMMANDS

All drawings linked to the database require a “smart” block in order to communicate with the database. These

blocks provide the link to the correct records in the database. These commands assist the user in the creation and

maintenance of these smart blocks.

INSERT ROOM (SIROOM) – INSERTS INTELLIGENT ROOM NUMBER BLOCKS

STEP 1 – INVOKE THE INSERT ROOM COMMAND

Figure 15 - Invoking the Insert Room

command

STEP 2 – SELECT THE APPROPRIATE POLYLINE

This routine asks the operator to pick the polyline surrounding the room to be numbered. Once selected, the

polyline is highlighted and the user must verify that the correct polyline was chosen.

STEP 3 – CHOOSE THE ROOM NUMBER

The operator is prompted to select the room number from an existing AutoCAD text or block entity. If there is no

existing room number, the operator can hit ‘Enter’, then type in the desired room number. Either method will

populate the software smart room block with the desired room number. Each individual space on a floor

(excluding areas not to be counted in the gross area and vertical penetrations) must have a unique space identifier

(room number). As a new room number is created, it is compared to the existing room numbers on that floor. If

the room number already exists, the user is prompted to use a different room number.

STEP 3B (OPTIONAL) – SET ROOM ATTRIBUTES

By default, this step is disabled. If the selected configuration is set up to do so, the operator will be asked to enter

up to five (5) pieces of data about the room being linked. The type of data and whether or not this step is enabled

are determined by the

software Administrator.

Upon reaching this step, if so

configured, the Data

Attributes dialog box will

appear.

Figure 16 - Setting Data Attributes

during Insert Room

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The operator may enter data either by typing a valid

data value (HOU was typed for the department code

in the figure below), or by selecting a value from a list

of available data values (3B is selected for the

Position code in the figure below). The list is invoked

by left clicking the arrow icon next to each data field.

If there is no icon, the field can only be typed in.

Figure 17 - Setting Attribute Value from Valid List

Once the data has been filled in for the room, the operator may

continue the SIROOM process by clicking the OK button.

Figure 18 - Apply Data Attributes

Two room numbers are placed in the room on different layers - a smaller number (the “door number” ) and a

larger number. The placement of the large number is automated. The software inserts it in the center of the

selected polyline. The user may then drag it to a new position for

unusually shaped rooms. The link to the polyline is established by

storing the room number in the polyline as extended entity data.

STEP 3C (OPTIONAL) – PLACE THE DOOR NUMBER

If so configured, the software will prompt the user to drag the

smaller room number to another less intrusive location such as a

doorway entering the room. This adds the flexibility of turning off

the larger number in favor of the smaller, less intrusive number,

thus allowing other entities (furniture, etc.) to be viewed

unobstructed in the room.

Figure 19 - Data Attributes Applied

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STEP 4 – SELECT THE HIGH AND LOW POINTS

After positioning the room numbers, the operator is asked if the high-low data needs editing. The high-low data is

used when producing graphical reports with annotation. This data determines how much annotation can fit in each

room before overflowing to the chart. Two intelligent coordinates are stored for each room, one to show the

highest possible position for the room number block and one to show the lowest point in the room for writing text.

The high point is picked by dragging the room

number block up until it is in the highest position the

room number will fit within the room (or the highest

position the user would like it to use as the high

point). The low point is picked while dragging the

character line down to the lowest point that text

should be allowed during an annotated graphic

report. Both points are stored as extended entity

data in the polyline.

Figure 20 - Display of High and Low Points with the Insert Room

command

STEP 5 – DETERMINE THE NUMBER OF CHARACTERS THAT FIT WITHIN A SPACE

A visual "ruler" of characters is seen by the operator while setting the low point. This character ruler allows the

user to determine the maximum number of characters that will fit in the room. This character maximum is stored

as extended entity data in the polyline.

Figure 21 - The Character Ruler

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The room number block is inserted in the selected positions on the appropriate layer. The software will optionally

place the room number block on an alternate layer whenever it is "attached" to a polyline whose layer is

configured for such action. These layers will be frozen during the Graphic Report command so room numbers in

undesirable areas won't show.

Note: The software is designed such that rooms should be created in the AutoCAD drawings. The Export Data

command will then add the rooms to the database. If scheduling or other conflicts require that the rooms are

added to the database before or during the drawing revision stage, it is IMPERATIVE that the Location Information

in the drawing exactly matches the Location Information in the database. If they do not, there will be no

communication between the drawing and the desired rooms in the database. If the identifiers do not match, the

Export Data command will write the rooms in the drawing to the database with the identifiers on the drawing. This

will result in duplicate rooms in the database under another location.

EDIT ROOM (SEROOM) – ROOM NUMBER BLOCK EDITING ROUTINE

This command works similar to the Insert Room command described above. It allows the user to change the room

number, position, data attributes, high-low settings and maximum characters on an existing intelligent room

number block. This command uses the same method of requesting the data as the Insert Room command. The

operator is also given the opportunity to update the permanent room number block positions as well as the

intelligent high and low coordinates using methods similar to those described in the Insert Room command.

INSERT ZONE (SIZONE) – INSERTS INTELLIGENT ZONE ID BLOCKS

This command allows the user to insert ID Blocks for Zones on a floor plan. The software administrator determines

whether or not this command is available and how many Zone types and varieties are available for use. Insert Zone

works in the same format and order as Insert Room with one exception. When the user first invokes Insert Zone,

the user must indicate which Zone Category the new zone will be a part of. The Zone Category determines the

appearance and behavior of the zone entities. Refer to the Insert Room command instructions above for a step by

step procedure for using SIZONE.

Figure 22 - Select Zone Category

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EDIT ZONE (SEZONE) – ZONE BLOCK EDITING ROUTINE

This command works similar to the Edit Room command described above. It allows the user to change the zone

number, position, data attributes, high-low settings and maximum characters on an existing intelligent Zone ID

block. This command uses the same method of requesting the data as the Edit Room command. The operator is

also given the opportunity to add, remove or display flexible area spaces associated with the zone being edited.

Figure 23 - Edit Zone Associated Flex Area Options

INSERT BLDG (SIBLDG) – INSERTS INTELLIGENT BUILDING ID BLOCKS

This command is used when creating intelligent buildings on SITE PLAN drawings. It is NOT needed for floor plan

drawings. This routine asks the operator to pick the polyline surrounding the building to be identified. The

operator is then prompted for the Building ID. After automatically placing the block in the ‘center’ of the building,

the operator is given the opportunity to move it. More detailed information on creating SITE PLAN drawings can be

found in the “Preparing Intelligent Facilities Drawings” white paper.

INSERT FLOOR (SIFLOOR) – INSERTS INTELLIGENT FLOOR ID BLOCKS

This command is used when creating intelligent floors on BUILDING STACK drawings. It is NOT needed for floor

plan drawings. This routine asks the operator to pick the rectangular polyline surrounding the floor to be

identified. The operator is then prompted for the Floor ID. After automatically placing the block in the ‘center’ of

the floor, the operator is given the opportunity to move it. More detailed information on creating STACK PLAN

drawings can be found in the “Preparing Intelligent Facilities Drawings” white paper.

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ROOM ATTRIBUTE VISIBILITY (SRMATTVIS) – SETS ROOM ATTRIBUTE VISIBILITY

This command allows the user to set the room number, door

number, room area, alternate room number (display number), and

data1-5 attributes to either be visible or invisible regardless of their

respective layer setting. Checking or clearing the appropriate box

toggles the attributes on and off.

Figure 24 - The Room Attribute Visibility Dialog

GLOBAL ROOM CHANGES (SRMNOCHG) –ROOM NUMBER CHANGE UTILITY

This command allows the user to change the room number of multiple room number blocks in a single command.

STEP 1 – SELECT ROOM NUMBER BLOCKS

The operator will be prompted to select the room number blocks to be changed. The Window and Crossing

selection methods may be used. Any entity included in the selection window that is not an intelligent room

number block will be ignored. After the room number blocks to be changed have been selected, the Global Room

Change Dialog will appear.

STEP 2 – SELECT CHANGE TYPE AND ENTER CHANGE CONDITION(S)

There are three different options for globally changing the room numbers. The user may add a Prefix or a Suffix to

each selected room number. Or, by using the ‘Find and Replace’ option, the user may revise sections of the room

numbers (i.e. add/remove dashes or spaces).

Figure 25 - Global Room Change - Add Prefix Figure 26 - Global Room Change - Find/Replace

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After the changes have been made, bringing up the AutoCAD Text Window (F2) shows the changes and allows the

user to inspect the previous and new room numbers to ensure accuracy. In the example demonstrated in the

illustrations, “W” was added as a prefix to the room numbers, and then find and replace was used to change the

“W” to “E”. The text window illustration shows the find and replace results.

Figure 27 - Global Room Change - Find and Replace results

SCALE ROOM BLOCKS (SCLRMBLKS) – GLOBALLY SCALES ROOM NUMBER BLOCKS

This command allows the user to globally scale all room number blocks on the drawing. Upon invoking the Scale

Room Blocks command, the software will prompt the user for a scale factor. The software will change the insertion

scale of all existing room blocks by the factor the user inputs. For example, entering a scale factor of 0.5 will cause

the existing room number blocks to decrease to half their previous size. Entering a scale factor of 3 will increase

the existing room number blocks’ size to three times their previous size. When using Scale Room Blocks, the

software automatically adjusts the high-low settings and smaller “door number” size to remain accurate for the

room. Attempting to scale the blocks with standard AutoCAD commands will not honor existing settings.

BLOCK RATIO (SRMSCL) – ADJUSTS INSERTION SCALE FACTOR FOR ROOM NUMBER BLOCKS

This command allows the user to adjust the scale factor of room number blocks to be inserted with the Insert

Room command. Room number blocks that were previously inserted are not affected. The default scale factor is

obtained from the settings applied in the Configure command. If the scale factor is changed with this command, it

is also changed in the Configure dialog.

ADJUST MAX. CHARACTERS (SADJCHARS) – GLOBALLY ADJUSTS MAX. CHARACTER SETTINGS

This command allows the user to globally adjust the Maximum Character setting of all intelligent rooms on the

drawing. Upon invoking the Adjust Max. Characters command, the user is prompted for a factor to adjust the

maximum character settings by, between 0.5 and 2. The factor entered will be multiplied against the existing

maximum character settings for every room to determine the room’s new maximum character setting. For

example, if an existing room’s maximum character setting is 12 and the user enters a factor of 1.5, the resulting

new maximum character setting for the room will now be 18 (12 x 1.5 = 18).

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ERROR CHECKING AND UTILITIES

Once the previously listed commands are completed, the floor plan drawing can be connected to the database.

Prior to this connection, it is important to make sure there are no errors in the drawing that will affect the

database. The error checking commands help prevent some common mistakes.

CHECK ROOMS (SRMCHK) – LOCATES ROOM NUMBER AND POLYLINE ISSUES

The Check Rooms command offers tools that allow the user to identify issues with room numbers and polylines.

Invoking the Check Rooms command allows the user to select one of four options – Rooms, Plines, Loops, or All.

STEP 1 (ROOMS) – CHECK FOR ORPHANED AND DUPLICATED ROOM BLOCKS

The “Rooms” option of the Check Rooms command will highlight room number blocks that have no polyline

attached and room number blocks that have been duplicated. Unattached room blocks are highlighted in cyan and

may be erased or attached to a polyline using Edit Room. Duplicated room blocks are highlighted in green. To

correct this scenario, erase both of the duplicated blocks, and reinsert the correct room numbers using Insert

Room as described above. The Undo Report command (see GRAPHIC REPORTS section below) will remove the

highlights and can be run before or after correcting the issues.

Figure 28 - Orphaned and Duplicated Room Numbers Highlighted

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STEP 2 (PLINES) – CHECK FOR ORPHANED AND DUPLICATED POLYLINES

The “Plines” option of the SRMCHK

command highlights polylines that have

no room number block attached and

polylines that have been duplicated.

Unattached polylines are highlighted in

yellow and may be erased or attached to

a room number block using Insert Room.

Duplicated polylines are highlighted in

red. To correct this scenario, erase both

of the duplicated room number blocks,

and reinsert the correct room numbers

using Insert Room as described above.

The Undo Report command (see

GRAPHIC REPORTS section below) will

remove the highlights and can be run

before or after correcting the issues.

Figure 29 - Orphaned and Duplicated Polylines Highlighted

STEP 3 (LOOPS) – CHECK FOR POLYLINE LOOPS

Polylines can be created in such a way that a region cannot be created from them. This happens when a polyline

crosses itself or is drawn on top of itself. The “Loops” option of the Check Rooms command will highlight any

looped polylines in magenta. Loops are most often caused by extra vertices and by polylines being drawn over

themselves while removing an interior column or room from the area of the room. Proper drafting techniques will

aide in avoiding these issues.

Correction of polyline loops is

handled by using the AutoCAD Pedit

command to remove or correct

errant vertices, or by erasing and

properly redrawing the polyline. If

the polyline is erased and redrawn,

Edit Room must be used to attach the

existing room number block to the

new polyline. The Undo Report

command (see GRAPHIC REPORTS

section below) will remove the

highlights and can be run before or

after correcting the issues.

Figure 30 - Looped Polylines Highlighted

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STEP 4 (ALL) – (OPTIONAL) HIGHLIGHT AND LOG ALL ROOM AND POLYLINE ERRORS

The final option in the Check Rooms command (All) allows the user to check the drawing for all possible room

number block and polyline errors. In addition to displaying all errors at once, the user may select the “Log” option.

This option will create a comma separated value (.csv) file that can be opened in Excel for tabular review of the

errors. An AutoCAD batch script can be written utilizing the Log option to review and log multiple files

automatically. The resulting log file will denote which errors exist in each drawing tested.

Figure 31 - Check Rooms showing all errors

Figure 32 - Check Rooms Log File

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CHECK ZONES (SZNCHK) – LOCATES ZONE NUMBER AND POLYLINE ISSUES

The Check Zones command offers tools that allow the user to identify issues with zone numbers and polylines. This

command works similar to the Check Rooms command described above. It allows the user to check for zone

related errors using one of five options – Zones, Plines, Loops, Unassoc-flex or All. All options work similarly to the

same options in Check Rooms except one. The Unassoc-flex option highlights any flexible use area polylines on the

drawing that are not associated with an existing zone.

Figure 33 - Locating Unassociated Flex Area with Check Zones

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HATCH PLINES (SHATCHALL) – COLORS ALL INTELLIGENT POLYLINES IN THE DRAWING

This command colorizes all the intelligent space polylines in a drawing. The layer the polyline is on and its

corresponding settings in the configuration file will determine its color during Hatch Plines. The exterior gross area

polyline will always hatch in the color white. However, the user can elect not to hatch the exterior gross area

polyline by un-checking the appropriate box on the Hatch Smart Polylines dialog box. The user may also elect to

modify the drawings layers states according to a preconfigured LAY file by checking the appropriate box on the

Hatch Smart Polylines dialog box.

Figure 34 - Hatch Smart Polylines Dialog Figure 35 - Select Rooms or Zone Category

When Zones are used in a drawing, the user can elect to hatch either the rooms or the zones of a particular

category by selecting that category from the pull-down menu on the Hatch Smart Polylines dialog. When the

drawing is highlighted, areas in the floor plan that show white (or black on a light background) may be areas

missing intelligent space identifying polylines and room numbers.

Figure 36 - A Missing Space identified by Hatch Plines

The Undo Report command (see GRAPHIC REPORTS section below) will remove the highlights and can be run

before or after correcting the issues.

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SHOW AREA (SAREACOMP) – CALCULATES AND DISPLAYS SQUARE FOOTAGE

This command allows the operator to find out the polyline square footage status at any time. After executing the

Show Area command, the floor area information is shown on the command line. For additional area information,

bringing up the AutoCAD text window will reveal a more detailed description of the floor and room areas. Upon

execution this command will calculate the following:

GROSS = the exterior gross area calculated from the exterior gross polyline, minus open to below areas

INTER = the interior gross area calculated from the interior gross polyline (if one exists, otherwise, this value

displays the same as gross), minus open to below areas

VER PEN = the sum total of all the vertical penetration polyline areas

SUM = the sum total of all the "intelligent" space areas

DIFF = the difference between INTER and SUM expressed in sq. ft.

%DIFF = the differential determined by dividing DIFF by INTER

This information will be displayed at the command prompt as shown in the image below:

GROSS | INTER - VER PEN - SUM = DIFF or % DIFF

Figure 37 - Reviewing results of the Show Area command

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REFRESH COMPOSITE (SRCOMP) – REFRESHES INTELLIGENCE ON COMPOSITE DRAWINGS

When a composite plan is created, intelligent polylines and room number blocks are created by the software for

graphic reporting purposes. If any of the externally referenced floor plans on the composite have changed, these

entities will need to be updated. Refresh Composite redraws all of the intelligent polylines and room number

blocks to accurately represent the current floor plans. More detailed information on creating composite plans can

be found in the “Preparing Intelligent Facilities Drawings” white paper.

Figure 38 - Invoking the Refresh Composite command

REFRESH REVIT (SREVIT) – REFRESHES INTELLIGENCE ON DRAWINGS FROM REVIT

The Refresh Revit command is available for use only when the Revit Toolset is used to create intelligent floor plan

drawings for use with a CAFM system. If the Revit model has changed, Refresh Composite redraws all of the

intelligent polylines and room number blocks to accurately represent the updated floor plan. More detailed

information on using a Revit model to provide linked floor plans for use with a CAFM system is available with

purchase of the Revit Toolset module.

Figure 39 - Invoking the Refresh Revit command

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DATABASE COMMANDS

EXPORT DATA (SXPORT) – EXPORTS DATA FROM THE DRAWINGS TO THE DATABASE

The Export Data command is responsible for sending room information from the drawing to the database. This is a

primary function of the software and is configurable both in function and appearance for differing CAFM systems.

The illustrations shown in this manual may not exactly depict the functionality or appearance seen by all systems.

STEP 1 – START THE EXPORT

The Export Data command exports the room data into the database. Any rooms that no longer exist in the drawing

will be deleted in the database. Any new rooms in the drawing will be added to the database. All square footages

are updated in the database.

Figure 40 - Invoking the Export Data command

The upper section of the

dialog box informs the user

of pending database

changes. The configured

Location Data is displayed

for final review prior to

export. The user is given a

count of rooms to be added

to the database, rooms to

be deleted from the

database, and rooms whose

area will be updated.

Figure 41 - The Export Data dialog

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STEP 2 – CLICK THE DETAILS BUTTON

By clicking the details button, the user

is shown lists of the room numbers

and areas for the affected rooms in

each of these three categories.

Figure 42 - The Export Details dialog box

STEP 3 – WRITE THE EXCEPTION REPORT

Clicking the Write Report button generates an HTML file containing this same information. These files are useful

for archiving as a permanent record of export activity. The user can immediately review the file by clicking the

View Report button. If later review is desired, when generated the exception report was created in a folder

designated by the software administrator (by default this is the “…\errors” folder).

Figure 43 - Exception Report

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STEP 4 – CHOOSE ALLOCATION SETTINGS

Some CAFM systems allow the user to set allocations to the exported information. If no allocation feature is

available, this section will not appear. Once the user has reviewed the data update information, the allocation

settings must be selected. The software Administrator will determine which setting the user should select. There

are three possible settings:

Use API for Allocation – Uses the settings in the API to determine the exported data allocation settings. If no batch

name is specified, one will be assigned.

Modify Current Allocation – Updates the records within the current allocation to reflect the new exported data. If

no batch name is specified, one will be assigned.

Create New Allocation – Creates a new allocation with the batch name and dates specified in the “Batch Name”,

“Effective From”, and “Effective To” text boxes. If no batch name is specified, one will be assigned. If no dates are

specified, the “Effective From” date will be the date of export and there will be no “Effective To” date assigned.

STEP 5 – SPECIFY ZONE EXPORT

Some CAFM systems allow the user to export Zones from the floor plan. If the software has been configured to

support Zone Polylines, and a properly configured table has been assigned in the database, zones may be

exported. If no zones are present in the drawing, or the zone feature has not been configured, this section will be

unavailable. When the feature is configured and zones are present on the floor, the number of zones will be listed.

They may be exported by selecting the “Export All Zones” check box. The Zone Category to be exported should be

selected from the pull down menu. Zone changes to the database are displayed and can be viewed in detail by

clicking the Details button.

Figure 44 - Export Zones

Page | 33 Rev. 6.0 (May, 2011)

STEP 6 – EXPORT THE DATA

Once the user has reviewed the data update information, the OK

button must be clicked. The data will then be exported from the

drawing to the database.

Figure 45 - Click OK to perform the Export

Note: Prior to exporting a floor plan to the database for the first

time, all Locations from the floor level up must exist in the

database. If the floor has previously been exported from AutoCAD

and imported into the database, there are various possible

scenarios the user should be aware of:

SCENARIO ONE – A ROOM EXISTS IN THE AUTOCAD DRAWING BUT NOT IN THE DATABASE

If a room exists in the AutoCAD drawing but not in the database, the room will be added to the database when the

floor info is exported from AutoCAD and imported into the database. The room number, room area, and optional

customized fields (up to five) will be added to the database. The user must then fill in the remaining data

pertaining to the space in the database by using the CAFM solution tools.

SCENARIO TWO – A ROOM WITH AN OPEN STATUS IS FOUND IN THE DATABASE AND THERE IS

A MATCHING AUTOCAD ROOM

If a room exists in the AutoCAD drawing AND in the database, the room will be updated (including the optional

customized fields) in the database and the room status will be set to OPEN.

SCENARIO THREE – A ROOM WITH AN OPEN STATUS IS FOUND IN THE DATABASE BUT THERE IS

NOT A MATCHING AUTOCAD ROOM

Before the data is exported from AutoCAD and imported into the space data, all the room status codes belonging

to the floor being exported are set to INACTIVE. Even if the room had an OPEN status prior to the import from

AutoCAD it would remain with an INACTIVE status after the import since a matching room was not found in the

AutoCAD data. No room data would be updated from the AutoCAD data since no match was found.

SCENARIO FOUR – A ROOM WITH AN INACTIVE STATUS IS FOUND IN THE DATABASE AND

THERE IS A MATCHING AUTOCAD ROOM

All rooms in the database belonging to the floor being exported will have the status set to INACTIVE prior to the

import from AutoCAD, based on the CAFM solution process used during the interface. If a room exists in the

AutoCAD drawing AND in the database (with an INACTIVE status), the room will be updated (including the optional

customized fields) in the database and the room status will be set to OPEN.

Page | 34 Rev. 6.0 (May, 2011)

VIEW DATA (SRMVIEW) – VIEWS ROOM DATA FROM THE DATABASE

STEP 1 – INVOKE THE VIEW ROOM DATA COMMAND

Figure 46 - Invoking the View Data command

STEP 2 – SELECT THE DATA TO VIEW

The Room Workbench Dialog Box will

appear. The room can be selected by two

methods. A room ID can be selected from

the list on the left or click the “Pick” button

to find the room on the floor plan. The

room is selected by moving the cursor

within the room’s polyline and left clicking

the mouse. Selecting the “View Data” check

box allows the user to review the data for

that room. To view alternate data, the table

or view in which the alternate data resides

is selected from the “Table/View” pull

down menu.

Figure 47 - Selecting the Room

Figure 48 - Choosing the Table/View

Page | 35 Rev. 6.0 (May, 2011)

STEP 3 – LOCATE THE ROOM

If a room has been selected from the list, the user can easily find the room on the floor plan by selecting the

“Shade Rm” and/or “Zoom To” check boxes. The software will automatically zoom the floor plan to place the room

to the left of the dialog box and highlight the room in red.

Figure 49 - Highlighting the Room with View Data

UPDATE TITLE (STITLE) – UPDATES TITLE BLOCK ATTRIBUTES FROM THE DATABASE

The Update Title command allows the user to quickly update many attributes in any AutoCAD Title Block based on

data stored in the database. Typical items updated with this feature include building name and description, floor

level, floor gross area, etc. The attributes that can be updated must be set to a location that matches the Location

Data set with the Configure command for the floor. The Title Block attributes and data used are set in the

configuration file by the software administrator.

Page | 36 Rev. 6.0 (May, 2011)

VIEW LAST EXPORT DATE (SXDATE) – REPORTS THE LAST DATE THAT DATA WAS EXPORTED

FROM A DRAWING

This command quickly reports the last date an export was performed from the drawing.

Figure 50 – View Last Export Date results

UPDATE ROOM ATTRIBUTES (SRMATTUPD) – UPDATES ROOM NUMBER BLOCK ATTRIBUTES

This command populates the room number block attributes (Data 1-5) with data from the database. If the

attributes on the drawing have been changed, they will be overwritten by the incoming data. The available data

choices are configured by the software Administrator.

STEP 1 – CHOOSE ATTRIBUTES TO BE UPDATED

Upon invoking the Update Room Attributes command, the user is asked which attributes in the room number

blocks are to be updated. The user must enter an attribute position number (1-5 depending on which attributes

are configured) to update only that attribute, or enter ‘All’ to update all attribute positions.

Figure 51 - Enter attribute to be updated

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STEP 2 – REVIEW CHOSEN ATTRIBUTES

Review the populated attributes. At this time the attributes can be updated using Room Data, the AutoCAD

attribute edit command, or the AutoCAD Planning Scenarios module (sold separately).

Figure 52 - Updated room attributes

CLEAR ATTRIBUTES (SCLEAR) – CLEARS ALL ATTRIBUTE DATA FROM BLOCKS

Once the purpose of the populated attributes has been achieved, or the attributes are no longer desired on the

room number blocks, the Clear Attributes command will remove all attribute data from all intelligent space

identification blocks created by the software.

Page | 38 Rev. 6.0 (May, 2011)

GRAPHIC REPORTS

The Graphic Report Commands allow the user to create various types and styles of graphic reports based on

information in the database.

CREATING A STANDARD GRAPHIC REPORT

GRAPHIC REPORT (SREPORT) – ANNOTATES, COLORS, OR HATCHES ROOMS BASED ON

DATABASE INFORMATION

STEP 1 – INVOKE THE GRAPHIC REPORT COMMAND

STEP 2 – SELECT A STANDARD REPORT

The user must select a standard report from the available list. Depending on the Standard Report Definition,

additional Advanced Settings for the report behavior may become available. If a report containing annotation is

selected, the Annotation button will become available at the bottom of the dialog box. If a color or hatch report is

selected, the Thematic Fill button will become available at the bottom of the dialog box. Some reports will activate

both buttons. The administrator determines which options, if any, are able to be modified by the user.

Figure 53 - The Standard Graphic Reports dialog box

Page | 39 Rev. 6.0 (May, 2011)

STEP 3A – SELECT ANNOTATION OPTIONS

The user may have the option to determine the behavior of the annotation in the standard graphic report as

described below.

ADVANCED ANNOTATION SETTINGS

Figure 54 - Graphic Report Advanced Annotation Settings

ANNOTATION OVERRIDES

The annotation overrides will cause the software to ignore the preset parameters for all room numbers when

annotating a report. It is important to note that by using these overrides, the annotation may write over itself and

anything else in the drawing. There are four overrides available to change the annotations normal behavior:

All in chart – This selection causes all rooms’ annotation to appear ONLY in the overflow chart. No annotation will

appear in the rooms on the floor plan.

Ignore Low Point – This overrides the preset “low” point set during the SIROOM or SEROOM commands. This

allows the annotation to flow as far below the room number as is necessary to show all selected annotation fields.

Ignore Max. Char. – This overrides the preset “max-char” parameter set during the SIROOM or SEROOM

commands. This allows the annotation to become as wide as is necessary to show the entire entry of a particular

line.

Ratio – This overrides the preset annotation text height. The number entered in the field is a multiplication factor

of the preset text height. If 2.5 is entered, the new annotation will be two and one-half times larger than if using

the preset size set by the Dwg Scale in the SCFG.

VERTICAL JUSTIFICATION

The vertical justification section allows the user to change how the room number block and text is placed in the

room. In all options, the room number block and text are treated as a singular unit “the annotation”, moving

together.

High Point – Moves the annotation, setting the top of room number block at the “high point” of room as preset by

the user with SIROOM or SEROOM.

Centered – Vertically centers the annotation between the high and low points of room as preset by the user with

SIROOM or SEROOM.

No Movement – The room number block remains in its initial position, as preset by the user with SIROOM or

SEROOM, and the annotation text begins below it.

Page | 40 Rev. 6.0 (May, 2011)

STEP 3B – SELECT COLOR/HATCH OPTIONS

The user may have the option to determine the behavior of the color or hatch in the standard graphic report as

described below.

ADVANCED THEMATIC FILL SETTINGS

Figure 55 – Graphic Report Advanced Color/Hatch Settings

LEGEND SETTINGS

The Legend Settings allow the user to control the appearance of the report legend:

Show Area Totals – This controls the visibility of the area column on the legend.

Show Room Quantity – This controls the visibility of the quantity column on the legend.

Title – This allows the user to specify a custom title within the legend. This title will also appear in the apportioned

space on a properly configured title block.

Page | 41 Rev. 6.0 (May, 2011)

LAYOUT SETTINGS

The Layout Settings allow the user to create multiple layouts for a single report:

Create separate layout for each reported value – To utilize this feature, a preconfigured layout named DWF must

be set up in the drawing. The DWF layout will be used as a template to create additional layouts. One layout will be

created for each reported value being

returned from the database. Each layout will

show color or hatch in only the rooms filled by

that value.

Each layout will be named according to the

value being reported and show a legend

specific to that value. The value will also

appear in the apportioned title space on a

properly configured title block. The SUNDO

command will remove all layouts created by

this feature.

Figure 56 - Separate layout for each value

Use uniform color for all reported values – This allows the user to select a single color to be used for all reported

values. Each layout will only show its respective reported value, but the same color will be used on each layout and

on each value’s legend.

PUBLISH SETTINGS

The Publish Settings section allows the automatic creation of AutoCAD DWF files or Adobe PDF files. Note that PDF

files are only possible when using AutoCAD release 2011 or higher. Selecting the Publish Files check box allows the

user to choose from the following publishing options:

DWF/PDF – The user must first select what file type will be created. Selecting the appropriate radio button will set

the file(s) to be published as a DWF or as a PDF.

Multipage File – Selecting this radio button will prompt the creation of a single DWF file or PDF file with multiple

pages. Each page will display a print of one layout showing its respective reported value.

Individual Files – Selecting this radio button will prompt the creation of multiple DWF files or PDF files, each with a

single page. Each file will display a print of one layout showing its respective reported value.

Location – Allows the user to specify where the published file(s) will be created. The default location can be

changed by the software administrator.

Create sub-folders for each reported value – If the user selects the Individual Files radio button, they have the

option to create a sub-folder for each returned value, within the specified root location. This can be helpful when

running the same report on multiple floors and/or buildings. All DWFs or PDFs of a particular reported value, for all

floors reported, will be placed in a single folder.

Page | 42 Rev. 6.0 (May, 2011)

STEP 4 – CLICK THE START BUTTON

After optionally completing the

Advanced Annotation and Thematic

Fill settings, clicking the start button

on the Graphic Reports dialog will

quickly create your graphic report as

seen below.

Figure 57 - Standard Graphic Report

CREATING AD HOC GRAPHIC REPORTS

GRAPHIC REPORT (SREPORT) – ANNOTATES, COLORS, OR HATCHES ROOMS BASED ON

DATABASE INFORMATION

The user may elect to produce an “Ad Hoc” report. When “Ad Hoc” is chosen, the content of the report is defined

by the user in a dialog box.

STEP 1 – INVOKE THE GRAPHIC REPORT COMMAND

STEP 2 – CLICK THE AD HOC BUTTON

Figure 58 - Ad Hoc Graphic Report selection

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STEP 3 – CHOOSE A REPORT STYLE

Three basic types of reports can be generated – Thematic Fill, Annotated and One Color Where. Each is described

below.

THEMATIC FILL

This selection provides the flexibility to create a color, hatch or color and hatch report by any field in the database.

Using the dialog box, one field from the Column section must be selected for reporting.

Figure 59 - Ad Hoc Report dialog box with a Thematic Fill report selected

Page | 44 Rev. 6.0 (May, 2011)

ANNOTATED

This report style places text information from the database under each room number block in the drawing. If an

Annotated report is chosen, the fields to be annotated must be selected from the Column section. As field

selections are made, they will appear in the Annotate Order section. The values from each field will be written in

the room in the order selected. The order is displayed in the Annotate Order section. Clicking on a field in the

Annotation Order section will remove it from the list of fields

to be annotated.This report allows more data to be annotated

than can fit in the rooms by creating an overflow chart on the

drawing. The data will be placed in the overflow chart if any of

the following tests are true:

There are more lines being written then can fit

between the room number and the low coordinate indicated

when the room was inserted with SIROOM or SEROOM.

There are more characters in one of the lines of text

than the room's character maximum will allow.

The program will write as much of the text into the room as

will fit. Whenever all the text does not fit, it is shown entirely

in the overflow chart and an asterisk is placed by the room

number block. Both the text and the table are placed on

separate layers that are determined in the configuration file.

By default the room number and text are centered vertically in

the room. The “Attach Overrides” and “Vertical Justification”

sections allow the user to modify the way the annotation

behaves as outlined above in the Standard Report section.

Figure 60 - Ad Hoc Report dialog box with an Annotated report selected

ONE COLOR WHERE…

This routine is used to identify all rooms that meet a certain criteria and

highlight them with a single color. This may involve multiple criteria, but

will only use a single color. This routine is also valuable for black and white

printing where multiple colors will not print well.

Figure 61 - Ad Hoc Report dialog box with One Color Where... reporting selected

Page | 45 Rev. 6.0 (May, 2011)

STEP 4 – CHOOSE THE DATA SET TO REPORT AGAINST

From the Report On pull down menu, select the desired collection of data to report on. Each item in the list refers

to a single table or view in the database. The listed items are configured by the software administrator.

STEP 5 – CHOOSE THE DESIRED REPORT DATA

One item from the Column section must be selected for reporting. Each item refers to a single field in the table or

view selected in step 4. The listed items are configured by the software administrator.

STEP 6 – CHOOSE REPORT CRITERIA IF DESIRED

Reports can be customized using report criteria. To add criteria for the report, select the Add button from the

Where Criteria section. In the Where Criteria dialog box, the user must first select a Data Type. Doing so will

populate the Value section with possible values for the criteria that exist on this floor. The user must select one

operator (=, <>, >, <, <=, >=) and then select at least one value. Multiple values can be selected with standard

Window’s Ctrl + Click and Shift + Click actions.

Figure 62 - Select Where Criteria

STEP 7 – CHOOSE FILL TYPE (IF THEMATIC FILL REPORT)

COLOR

This routine provides the flexibility to colorize by any field in the database. Using the dialog box, one field must be

selected for colorization. The routine “fills” each polyline with color (by using AutoCAD’s solid hatch) according to

values for the selected field from the database. A legend is created on the drawing showing each field beside a

"swatch" of color.

HATCH

This report hatches the drawings based on any field in the database. The process is similar to the Color Report. The

routine hatches each polyline according to the pattern, scale, angle, and color set up by the administrator. A

legend is created on the drawing showing each field beside a "swatch" of hatch.

Page | 46 Rev. 6.0 (May, 2011)

COLOR AND HATCH

This report fills the appropriate rooms in the drawings with color and a hatch pattern based on any field in the

database. The process is similar to the Color Report. The routine color/hatches each polyline according to the fill

color, hatch pattern, scale, angle, and hatch color set up by the administrator. A legend is created on the drawing

showing each field beside a "swatch" of hatch.

STEP 8 – CHOOSE THE LEGEND SETTINGS

The user may elect to display or not display the area totals and/or room quantities on the legend for each reported

field. Simply check or uncheck the appropriate box. At this time, the user may also enter a title to appear on the

legend. If title text is configured on the drawing, it will also reflect the title entered here.

STEP 9 – CHOOSE TO UNDO PREVIOUS COLOR, HATCH AND/OR ANNOTATION REPORT

STEP 10 – CHOOSE TO SHOW ROOM AREAS

STEP 11 – CLICK THE START BUTTON

Figure 63 - An Ad Hoc Graphic Report

Page | 47 Rev. 6.0 (May, 2011)

UNDO REPORT (SUNDO) – UNDOES GRAPHIC REPORTS OR OTHER COLORIZATION

This command will undo all of the modifications made to the drawing during any commands that result in graphic

changes. These commands include but are not limited to Hatch Plines (SHATCHALL), Check Rooms (SRMCHK),

Check Zones (SZNCHK), and Graphic Report (SREPORT). Any hatch or colorization created by the software will be

removed. Any reported annotation will be removed. If annotation was present resulting in room number

movement, the room numbers will be moved back to their original positions. All layers will be returned to their

prior states.

Figure 64 - Invoking the Undo Report command

APPLY URL (SURL) – APPLIES HYPERLINKS TO ROOM NUMBER BLOCKS

This command allows the user to attach a URL address to each room number block and (optionally) create a DWF

file of the floor plan. The URL address will allow the drawing to hyperlink to data over the Web. The default URL is

configured by the administrator. The user has the option to modify the base URL string, but this is recommended

only for advanced users.

Figure 65 - Setting the SURL hyperlink

Page | 48 Rev. 6.0 (May, 2011)

CREATING A COMPOSITE PLAN GRAPHIC REPORT

CREATE A COMPOSITE PLAN DRAWING

In order to create a composite plan graphic report, the user must first create a composite plan drawing.

STEP 1 – OPEN A NEW DRAWING

STEP 2 – ATTACH FLOOR PLANS TO THE DRAWING AS EXTERNAL REFERENCES

The user will decide what to include in the composite plan. The composite can consist of multiple floors of a single

building, floors from multiple buildings, or even multiple sites/regions. Using AutoCAD commands, attach the

desired floor plans as external references. Arrange them in a manner best suited for the report’s purposes. The

floor plans referenced must be those previously prepared for linking with a database by the software.

STEP 3 – CONFIGURE THE COMPOSITE PLAN DRAWING

Choose the Configure command from the software menu in AutoCAD.

Select Composite as the drawing type. Upon selecting

Composite, a large portion of the configurable items on the

dialog box will become unavailable for change. Only the

remaining items must be set for the composite configuration.

Location Data is inherited from each floor referenced on the

composite plan. The user must enter the DWG Scale and

Legend Ratio. Next select the Legend insertion point, length and

angle if desired. Then click OK.

STEP 4 – SAVE THE DRAWING AS A COMPOSITE

PLAN

Using the AutoCAD “Save As” command, save the composite

drawing to the desired location. The drawing will be used from

this point forward to create graphic reports. If the individual

floor plans change, they will update automatically on the

composite plan each time the composite drawing is opened.

Figure 66 - Configure a Composite Plan

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CREATE A COMPOSITE PLAN GRAPHIC REPORT

To create the actual composite plan report, while the composite drawing is open, refer to the instructions for

creating a Standard Graphic Report or Ad Hoc Graphic Report above.

Figure 67 - Composite

Graphic Report

Figure 68 - Composite

Graphic Report in

Custom Layout View

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CREATING A BUILDING STACK GRAPHIC REPORT

CREATE A BUILDING STACK PLAN DRAWING

In order to create a building stack graphic report, the user must first create a building stack plan drawing.

STEP 1 - CREATE A VISIBLY ACCEPTABLE STACK DIAGRAM

The stack diagrams should be created in a visually pleasing and accurate manner. The ratio of gross square footage

for each floor should determine the width of the rectangle representing each floor. In the example shown below,

the first and second floors have the same gross area. The third floor is smaller than the lower two, and the fourth

floor is a tower covering approximately half the area of the lower floors. For each floor, two single line text entities

must exist. The first is the percentage of floor label. The percentage of floor label must display “%##” where “##” is

the floor level code as it appears in the database. The second single line text entity is the area of floor label. The

area of floor label must display “AREA##” where “##” is the floor level code as it appears in the database. The size,

style, color and other properties of these text labels are unimportant to the software. However, the text MUST be

on the appropriate layers. The layers for Building Stacks are configured by the software administrator.

STEP 2 - DRAW A POLYLINE AROUND THE GRAPHIC REPORTING BAND ON EACH FLOOR

On each floor, a rectangular polyline must be created. This Graphic Reporting Band can be seen on the example

below. It is centered vertically on each floor. The polylines that comprise the Graphic Reporting Bands must be

placed on appropriate layers to insure proper graphic reporting. The configured layers are determined by the

software administrator.

STEP 3 – DRAW THE BUILDING STACK PIE CHART (OPTIONAL)

While it is not necessary to include a pie chart on the stack plan, it lends another level of data categorization by

showing the percentages each reported value hold across all floors of the building. Using AutoCAD commands

draw a Circle to be used as the Building Stack pie chart. Place a single line text entity displaying “PIE%” at the

center of the circle. The size, style, color and other properties of the circle and text are unimportant to the

software. However, the circle and text MUST be on the appropriate layers. The layers for Building Stacks are

configured by the software administrator.

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STEP 4 - CONFIGURE THE STACK PLAN DRAWING

Choose the Configure command from the

software menu in AutoCAD. Select

Building Stack as the drawing type. Upon

selecting Building Stack, a large portion

of the configurable items on the dialog

box will become unavailable for change.

Only the remaining items must be set for

the composite configuration. The user

must enter the Location Data for the

building the stack plan portrays. Location

Data for the floor level is gathered by the

software from a subsequent step. The

user must enter the DWG Scale and

Legend Ratio. Next select the Legend

insertion point and length. Then click OK.

Figure 69 - Configure a Building Stack

STEP 5 - INSERT SMART FLOOR NUMBERS

The Insert Floor (SIFLOOR) command asks the operator to pick the polyline surrounding the floor to be numbered.

The operator is then prompted for the floor number. A permanent floor number is placed near the center of the

floor polyline. The user may than drag it to a new position.

STEP 6 – SAVE THE DRAWING AS A BUILDING STACK PLAN

Using the AutoCAD “Save As” command, save the drawing to the desired location. The drawing will be used from

this point forward to create graphic reports.

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STEP 7 – (OPTIONAL) ADD ADDITIONAL EMBELLISHMENT TO THE STACK PLAN

Sometimes a simple Building Stack Plan, while it conveys the necessary data, is not artistically pleasing. If the

Building Stack is to be used in a presentation, or on the web, the user may desire a more appealing presentation.

Any Building Stack Plan can be embellished using standard AutoCAD commands. Coloring and hatching can be

added. Photographs can be attached. Or building facades can be drawn with AutoCAD entities. All of these can be

done to any Building Stack Plan created for use with the software without it changing the intelligence or behavior

of the plan. The figure below demonstrates some of this embellishment.

Figure 70 - Building Stack Graphic Report

CREATE A BUILDING STACK PLAN GRAPHIC REPORT

To create the actual Building Stack Plan report, as shown above, refer to the instructions for creating a Standard

Graphic Report or Ad Hoc Graphic Report sections of this document. Note that the building stack reports are

defined differently than other graphic reports. Therefore, not all reports available for floor and composite

reporting will necessarily be available for building stack reports. The software administrator defines the available

graphic reports.

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AUTOCAD PLANNING SCENARIOS

AutoCAD Planning Scenarios can be purchased as a separate module. The APS works with the software to allow the

user to create “What If” scenarios in a graphical format right on the AutoCAD floor plan drawing. For more

information on the AutoCAD Planning Scenarios module and what it can do for your organization, contact your

chosen CAFM solution provider or ACAD-Plus, Inc.

EQUIPMENT MODULE

The Equipment add-on can be purchased as a separate module. Equipment works with the software to create and

track intelligent equipment blocks on the AutoCAD floor plan drawing. Data about the blocks can then be exported

to the database for further reporting, manipulation and tracking. For more information on Equipment and how it

can benefit your organization, contact your chosen CAFM solution provider or ACAD-Plus, Inc.

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NOTES