This article provides a detailed, step-by-step process on how to create area plans and schedules using specific building design tools. The process includes creating a new sheet, naming it, adding color fill legends, setting up schedules, calculating totals and formatting for easy understanding and visual appeal.
Key Insights
- The process of creating an area plan involves creating a new sheet, naming it, dropping the desired levels onto the sheet and cleaning view titles. A color fill legend can enhance the sheet's visual appeal and understanding.
- Setting up schedules starts with choosing the correct sheet to place it. The schedules can be named and sorted by level or name, and totals can be calculated. The option for grand totals can provide an overall view.
- Formatting plays a crucial role in making the schedule more visually appealing and comprehensible. The alignment and justification of the numbers can be adjusted, the text can be right-justified, and settings can be adjusted to calculate totals. Unnecessary categories can be hidden for a cleaner look.
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Let's go ahead and put these on a sheet similar to what we did with the gross area plan. So I'm going to go to my view tab, create a new sheet using that correct saddle block again. And that's going to be the A002 sheet.
And then we can just call this one our rentable area plan. And we'll do the same process where we drop them on the sheet. So I'll grab level one, and then level two.
And then just go through the effort of cleaning up our view titles. And then the same thing for two. And because we have so many different things on here, it would make a lot of sense to add that color fill legend from the annotate tab.
And that sheet looks pretty good. So the next thing we need to do is get all of those schedules set up. We'll start with the gross area plan schedule.
So I'm going to go to that, that sheet, because that's where we're going to place it. And if I go to the view tab, schedules, we can pick our schedule slash quantities. And we're going to look for area gross building.
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And I'm going to change the schedule name to be gross area schedule. And there's not too much here. It's just going to be our name and area.
And then if we go to sorting and grouping, you could do the whole like sort by level one, sort by level two. But that would really only make sense if we started dividing it up. Like if I said we were counting some of this covered area, because some jurisdictions will make you do that.
Or if we were showing, you know, the areas that we weren't counting, but actually saying, okay, we're excluding X area. But in our case here, we've just got gross building area. We'll go ahead and we can sort by name.
So then it'll be level one to level two. And then I'd like to have it show us the totals. And so we'll go ahead and say grand totals.
And then we'll do title and totals only. And then if we go into our formatting, we want to make sure that this is being calculated. If I say area, I want it to calculate totals here.
And then we'll hit okay. And this is our schedule. So it's pretty simple.
It just shows level one gross area, level two gross area, and then our total gross area. And we can go ahead and we can adjust that. So instead of saying grand total, we can have it say gross area under our sorting and grouping tab here.
And that's what we have. And so if I were to go to my sheet, and I can see I have my gross area schedule, I can drop that on here. And then we can just clean it up a little bit.
We don't need it to have three lines there. We can stretch this out a little to make it a little nicer. And some of the formatting things that we could do, you can see this is left justified, we can adjust it by editing the schedule.
And we can go to our formatting. And you can see when I pick on area here, the alignment says left, so I can change that to right. And it'll pop it over to the right side.
It's a minor thing, but it does look a lot better. And numbers are typically right justified. And so minor things, you know, but I'll just kind of tweak this around.
So these are a little bit more lined up, it looks a little nicer. And so there's our gross building area or gross area plan sheet. And we'll do the same thing.
If we do another schedule, this time, instead of gross area, we'll go ahead and pick our rentable area, and renaming it again. And so this one's got a little bit more to deal with. We can do we can do name, we can do area type.
And then we can do area. And then if we go to our sorting and grouping, we could sort by different categories. And I forgot to add another one really important one here, which is level.
But I can sort by level, so we can see all of our level one areas together and our level two areas together. And then I could do a footer here. And I'll say title and totals again, and give it a blank line.
So it'll go all of our level one areas, the total at the bottom, and then a blank line, and then all of our level two areas. And then same stuff we did before our area, we want to change to be right justified. And then we definitely want to make sure it's calculating those totals.
And so with these all set up here, grand totals, same thing, totals only or title and totals. And then we'll say rentable area, or we'll say total rentable for that title and hit OK. And let's take a look at the schedule.
And so we've got our area type here. And then we have our name for each one of those different types. And so we'll be able to sort this out a little bit.
But I am seeing I'm missing one thing. And so I want to go to sorting grouping, and I forgot to click edit here, where it says level, because it'd be nice if it had the level up top here. And so I'll hit OK.
And now you can see the schedule is starting to look the way that we want it to. The one thing we don't need though is to have this be a visible category. And so if we go to formatting here, I can pick on level.
And you can see there's the option to check this for it to be a hidden field. And so I'll hit OK. And now I've got all my rental areas totaled up so that we can see which one is designated.
And I'll just kind of stretch this out a little bit so we can see them better. And then same thing we just did. We'll pop over to that A002 sheet and drop that rentable schedule on here and go through that effort of formatting it.
And so if you wanted to have these separated into like a level 1 one and a level 2 one, you can go through this same process. The only difference would be we could say add a filter. And then we could say level equals level 1. Or you could do it the other way around where it does not equal another one.
But if I were to say level equals only level 1, then I would get just the level 1 schedule. The important thing here though is you want to make sure and rename everything to align with that. But I just wanted to point out that it's really easy to pop in and you could break this down per level if you wanted to have a filter to show each level individually.
So doing the same thing, kind of just stretching things out a little bit to give it a little more space. And now we've got our rentable area schedules and our gross area schedules and sheets all set up for our next assignment.
