Working with the palette
You can use the palette to view or modify entity data, create filters and mapping, move entities from one drawing to another, load entities from Planon ProCenter and much more.
Procedure
1. Start AutoCAD. In the AutoCAD drawing window, right-click to open the Context menu and point to Connect for AutoCAD.
2. Select the Palette option.
3. By default, the palette appears on the left of your Drawing window.
1
Indicates which type of polyline can be selected in Spaces and Rent to units and Rent from units only.
2
Indicates the number of entities selected and their total area.
3
Contains buttons to perform relevant actions in Connect for AutoCAD.
4. Select either the Spaces, Persons, Assets, Rent to units or Rent from units tab.
5. In the Selection area, select either Net or Gross in order to work with the net or gross polylines of Spaces/Rent to units/Rent from units.
6. Select an entity in the drawing.
You can now view/edit the entity’s data in the palette.
The following table describes the functionality of various buttons of the palette:
Button
Action
Enables you to create or edit a filter, mapping move box and data block link. Also allows you to enter a comment on an entity.
Applies the selected filter or mapping in the drawing.
Deletes the selected filter, field data or mapping or move box.
Displays a list of values to be inserted in the reference field.
Clears the entities on the Planon Mapping layer.
Converts net polylines to a Planon entity.
* 
The Create button can only be used if you draw a new polyline. If you copy an existing space polyline and use either the Link or the Create button it will result in incorrect data.
Links a gross polyline to a net polyline which both belong to the same space.
* 
See the warning in the above Create button description.
Removes Planon ProCenter data from the polyline.
Specifies a new insertion point for the text of an entity.
Clears the insertion point specified using the text point button.
Adds an entity to the selected move box.
Copies data of Department and Cost center fields from spaces to persons or assets.
Copies data of Department and Cost center fields from persons or assets to spaces.
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If you make any changes to the Windows Display Properties, make sure you restart AutoCAD to reflect these changes. The Connect for AutoCAD layout is only supported with a DPI Setting of 96 DPI.
Connect for AutoCAD does not support drawings that have XRefs. You can select the relevant Planon entities for loading and synchronizing from the main drawing only.