Core TSIs : CAD Import : CAD Import – Field Descriptions
CAD Import – Field Descriptions
CAD import definition fields
Field
Description
Code
Enter a code for the import definition.
General import settings
Create CAD metadata file?
Indicate if you want to create a reference file containing Planon ProCenter metadata. If you select Yes, an ident file containing the metadata will be created.
When selecting Yes, the following two fields are enabled and you can select a data only report for these fields.
For more information, see Including metadata in an AutoCAD drawing.
Note: this field is not available on the layout by default.
Additional space info
To add additional space information, select the data only report for space whose data you want to include in your AutoCAD drawing.
Additional floor info
To add additional floor information, select the data only report for floors whose data you want to include in your AutoCAD drawing.
Global drawing definition
Specify a global drawing definition, if you want to import several drawings that share similar parameters.
The global drawing definition is used if no specific drawing definition is present for the drawing to be imported.
Property-floor retrieval
Select an option to map the property and floor from the drawing. You can do the retrieval in one of the following ways:
Drawing-floor mapping: allows you to import an AutoCAD drawing using property and floor code information as defined in the Mapping between drawing and floor step.
Drawing-floor mapping or separator position in AutoCAD file name: allows you to import an AutoCAD drawing based on the separators and their occurrences in the file name. The following fields are enabled when this option is selected:
Floor code from separator
Floor code from # separator occurrences
Floor code up to separator
Floor code up to # separator occurrences
Property code from separator
Property code from # separator occurrences
Property code up to separator
Property code up to # separator occurrences
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For more information on Property code retrieval settings, refer to Property code retrieval settings.
Effective on
Defines which date should be used as effective date for the data to be imported. That is, it determines the start date for a new space size/usage, floor attribute, rentable unit life cycle that is created after the import.
You can select one of the following options:
Start date of floor
Date in import definition
Drawing floor mapping or character position in AutoCAD file name: allows you to import an AutoCAD drawing based on the characters in the file name. For example, USA_OBJ371-02.dwg. The following fields are enabled when this option is selected:
Floor code – start of range
Floor code – end of range
Property code – start of range
Property code – end of range
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For more information on Import file location settings, refer to Floor code retrieval settings.
Date on which changes become effective
Specify the date on which the drawing (changes) should become effective.
Instead of using an actual date, you can also use a macro such as &STARTOFDAY - which saves you from having to change the date for each import.
For more information about macros, see Primary and secondary arguments (Fundamentals).
Import spaces
Select Yes, to import spaces from the drawing. Floors are imported by default. For more information on the fields related to Import spaces, refer to Import spaces.
Import assets
Select one of the following options to import assets:
No: does not import assets.
Yes: imports assets into Planon ProCenter.
Yes, as move lines: imports assets as move lines.
An asset move line is created, if the data retrieved from the asset block in the drawing is different from the asset data in the database.
In this case the data from the drawing is entered in the corresponding field of the move line. This can either be ‘To’ field or designated ‘Derive and restore’ free field.
If no corresponding field is present in the move line, the changed data is entered in the comment field.
If a non-simple asset is imported as a move line, the difference in the number of blocks in the space compared to the number of items in the location assignment is updated.
The start time of the move request is set to 9:00 on the effective date of the import. In case this date-time is not within working hours on the company calendar, no move request can be created.
If the non-simple assets are removed from the space in the drawing, the corresponding number of blocks are reduced from the quantity in the location assignment of the assets.
Likewise, if the non-simple assets are inserted in the space, the corresponding number of blocks are added to the quantity in the location assignment of the assets.
Import persons
Select one of the following options to import a person:
No: does not import persons.
Yes: imports the person into Planon ProCenter.
Yes, as move lines: imports persons as move lines.
A person move line is created, if the data retrieved from the person block in the drawing is different from the person data in the database.
In this case the data from the drawing is entered in the corresponding field of the move line. This can either be ‘To’ field or designated ‘Derive and restore’ free field.
If no corresponding field is present in the move line, the changed data is entered in the comment field.
The begin time of the move request is set to 9:00 on the effective date of the import. In case this date-time is not within working hours on the company calendar, no move request can be created.
For more information on the fields related to import persons, refer to Import persons.
Import workspaces (Y/N)
Select Yes, to import workspaces from the drawing.
For more information on the fields related to Import flexible workspaces, refer to Import flexible workspaces.
For more information on the related fields, refer to Import fixed workspaces.
Import non-closed polylines (Y/N)
If you select Yes, the non-closed polyline is imported into Planon ProCenter whereby the polyline is closed temporarily in order to calculate its area and perimeter. Yes is selected by default.
Log detail level
Specify the detail level of logging: Low, Middle or High. The setting you specify here determines the level of detail shown in the log when clicking Download logs on Import log details level.
For more information about the different log levels, see Import log details.
* 
When you Download logs on Import logs level, the log will show the log header.
Import location settings
File location of drawings
Select the input folder in which the CAD drawings to be imported are located.
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•    If you have specified a file location for CAD Import in System Settings, the path reference must be relative.
•    You can import multiple drawings at a time from a specified input folder.
File name wildcard filter
Use wildcards to smartly include a number of files.
* = none or multiple characters
Example: ab*c matches: abc, abbc, abbbc, abdc. But does not match: ac?
= any single character (but not none )
Example: ab?c matches: abbc, abdc. But does not match: ac, abc, abbbc
Output location settings
File locations for output
Specify a location for the output folder. All imported drawings are copied to output location.
The input and output locations can be the same.
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If you have specified a file location for CAD Import in System Settings, the path reference must be relative.
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For more information on Import file location settings, refer to Import location settings.
CAD Integrator settings
Create CAD Integrator file
Click Yes to create a CAD Integrator (.orj) file. The .orj file is created even when no CAD drawing entity is selected for import.
The .orj file includes all the CAD drawing entities such as floors, spaces, assets, persons, flexible workspaces, ‘Rent to’ and ‘Rent from’ units during the import, if indicated in the drawing definition.
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On creating persons, assets and flexible workspaces in the .orj file, the color of the blocks in the AutoCAD drawing is ignored. These blocks obtain the color of the layer as defined in the business object mapping. Note that you must specify the Output location for CAD Integrator files field to save the .orj files.
Creation output folder structure CAD Integrator
Select Yes to create the CAD Integrator FM and constructional .orj drawings within the same output folder structure as is created for the imported .dwg drawings.
Output location for CAD Integrator files
Specify an output location for the .orj files of the FM and Constructional drawings; these are generated from the .dwg drawing during the import. The .orj files can be viewed using the CAD Integrator in Planon, whereby it is not required for the user to have AutoCAD.
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If you have specified a file location for CAD Import in System Settings, the path reference must be relative.
Output options tab
Import ‘Rent from’ units (Y/N)
Select Yes to import ‘Rent from’ units. For more information on the fields related to Import ‘Rent from’ units, refer toImport 'Rent from' units.
Import ‘Rent to’ units (Y/N)
Select Yes to import ‘Rent to’ units. For more information on the fields related to Import ‘Rent to’ units, refer to Import ‘Rent to’ units.