Cloud Stacking PlanHelp Manual Stacking PlanFormatting & Editing a Stacking Plan

Formatting & Editing a Stacking Plan

On the Stacking Plan Detail Page you have a number of components available to you to customize and edit the output of your Stacking Plan.

Your stacking plan is created per the information you have entered in floors and suites. Formatting options allow you to include/exclude fields, change colors, font-size, etc.

Within the stacking plan itself, you will see 2 links per cell. One is labeled F and one is labeled D.

F - this link enables you to edit the formatting options for just this cell. Click the link and you will see the cell information populate in the area for custom suite formatting. Edit the settings, then press SAVE.

D - this link will redirect you to the suite detail of this suite, where you can edit information about this suite.

Please note: These 2 links are not included on the stacking plan when it is printed.

Navigating the Formatting & Editing Dashboard of a Stacking Plan

From the Stacking Plan Detail:

  1. Select the Plan Title Formatting
    1. Enter the Plan Name
    2. Enter in the Plan Title (header)
    3. Enter any Plan Notes
  2. Upload a Plan Image and Format it
    1. Either Select Use Property Image Button
    2. Or Select the Browse Button to show in the file window
    3. Height and Width
    4. Border Size
    5. Border Color
    6. Border Type
    7. Background Color
    8. Alignment
    9. Then click SAVE
  3. Select the Plan Title Formatting
    1. Alignment
    2. Font Color
    3. Italic Checkbox
    4. Bold Checkbox
    5. Font Size
    6. Font Name
    7. Background Color
    8. Then click SAVE
  4. Select the Floor Summary Formatting
    1. Font Size
    2. Font Color
    3. Bold Checkbox
    4. Header Background Color
    5. Font Name
    6. Then click SAVE
  5. Select or Deselect the Plan Display Options
    1. Show Plan Notes (footer) checkbox
    2. Show Address (footer) checkbox
    3. Show Just Vacant checkbox
    4. No Plan Title checkbox
    5. No Image checkbox
    6. No Color Legend checkbox
    7. No Sqft % Per Site checkbox
    8. No Floor Summary checkbox
    9. Then click SAVE
  6. Select or Deselect the Plan Data Elements
    1. Name checkbox
    2. Abbreviation checkbox
    3. Sqft checkbox
    4. Suite # checkbox
    5. Lease Began checkbox
    6. Lease Expiration checkbox
    7. Lease Rate checkbox
    8. Security Deposit checkbox
    9. Gross Rent checkbox
    10. Escalation % checkbox
    11. Expire Stop checkbox
    12. Lease Option checkbox
    13. Bump checkbox
    14. Bump Date Checkbox
    15. Business Type checkbox
    16. Contact Name checkbox
    17. Contact Email checkbox
    18. Contact Phone/Cell checkbox
    19. Description/Comments checkbox
    20. Floor Plan Link checkbox
    21. Lease Not Occupied checkbox
    22. Then click SAVE
  7. Select the Plan Coloring Scheme from the drop down menu
    1. Standard
    2. Red-Green-Blue
    3. Blues
    4. Black & White
    5. Vacant
    6. Suite Category
  8. Select the Plan Formatting Options
    1. Orientation dropdown (Portrait, Landscape)
    2. Paper Size dropdown (Legal, Letter, Tabloid, etc)
    3. Suite Order dropdown (Suite, Sqft, Lease Exp, Name)
    4. Font Name dropdown
    5. Font Size dropdown
    6. Floor Height
    7. Bold checkbox
    8. Italics checkbox
    9. Border Size dropdown
    10. Border Type dropdown
    11. Border Color
    12. Then click SAVE
  9. Select the Data Element Formatting
    1. Data Element dropdown
    2. Bold checkbox
    3. Italics checkbox
    4. Underline checkbox
    5. Then click ADD
  10. Select the Custom Suite Formatting Options
    1. Back Color
    2. Font Color
    3. Font Size
    4. Width Factor
    5. Bold checkbox
    6. Italics checkbox
    7. Underline checkbox
    8. Cell Note Box
    9. Then click SAVE

Note:

* Rather than having to clear the formatting for each Cell, you have the option to Clear All Custom Formatting by check marking the box in Clear Custom Formatting and then click CLEAR

 

Detail and Formatting Links within the Stacking Plan

Within the stacking plan itself, you will see 3 links per cell.

For more instruction click Custom Cell Formating

  1. (D) (F) (DF)

D - this link will redirect you to the Suite Detail of this suite, where you can edit information about this suite.

F - this link enables you to edit the Formatting Options for just this cell. Click the link and you will see the cell information populate in the area for custom suite formatting. Edit the settings, then press SAVE.

DF - this link enables you to Delete Formatting of Custom Suite Formatting Options for just this cell.

Please Note: These 3 links are not included on the stacking plan when it is printed.