Loading a move box with entities from Planon ProCenter
Prior to loading a move box with persons or assets in Connect for AutoCAD, make sure you do the following in Planon ProCenter.
• In Personnel , select a person from the personnel list or in Assets , select an asset from the assets list.
• In the Move date field, enter the date on which you want to move the person or asset. The date should be later than or identical to the current date. If Move date is not available on the layout of Personnel and Assets , ask your application manager to add this field to the layout in Layouts .
You can apply a filter on persons or assets based on specific criteria before you load these entities into the move box from Planon ProCenter.
First, create a filter that you want to apply on the move box entities on the Palette.
 | To know more about adding an optional field to a layout, refer to Customizing a selection level's layout in the documentation about TSIs . |
Procedure
1. On the Context menu, point to Connect for AutoCAD and select Palette.
2. On the Palette, click the Persons or Assets tab.
3. In the Move box area, click on the drop-down list and select a move box on which you want to load entities from Planon ProCenter.
4. On the Move box details dialog box, if you want to load the specific entities into the move box, select the filter that you created from the Filter drop-down list.
5. Click on the Load from Planon button.
The entities for which the move date is greater than or equal to the current date with the specified filter criteria are loaded into the move box. If you want to remove the filter and load all the relevant entities, from the Filter drop-down list, select the blank entry. Now, you can reload the move box with entities without setting a filter on any of the entities.
Now, you have loaded entities from Planon ProCenter to the move box. You can also add these entities to another drawing.