Using Visio for Architecture and Engineering

Transcription

1 32_ pt05.qxp 2/20/07 11:14 AM Page 491 Usig Visio for Architecture ad Egieerig IN THIS PART Chapter 25 Workig with Scaled Drawigs Chapter 26 Creatig ad Maagig Scaled Drawigs Chapter 27 Layig Out Architectural ad Egieerig Plas Chapter 28 Plaig Space ad Maagig Facilities Chapter 29 Itegratig CAD ad Visio Chapter 30 Workig with Egieerig Drawigs

2 32_ pt05.qxp 2/20/07 11:14 AM Page 492

3 Workig with Scaled Drawigs If you ve ever experimeted with a ew office layout by shovig your office furiture aroud, you already appreciate the value of workig with scaled drawigs. The objects you place i a desig o paper are much easier to move aroud tha the real-world buildig compoets, furiture, ad equipmet you deal with durig costructio. By scalig real-world objects up or dow, you ca work o them at a maageable size, maipulate them ito the results you wat, ad easily share them with colleagues. I additio, by drawig real-world objects at differet scales, you ca show more or less detail without cosumig etire forests of trees. For example, the layout of a factory floor might be scaled to 1 8" = 1' 0", whereas the coectio details betwee a steel colum ad a floor joist could be 1 2" = 1' 0". For techical drawigs such as architectural plas, accuracy is essetial or the costructio crews i the field will wield their hammers gettig pieces to fit together usually with results that do t make the cliet or the architect happy. To make field assembly go smoothly, the shapes o drawigs must be placed precisely ad accurately. Although Visio is t meat to replace a computer-aided desig (CAD) applicatio, it has tools to produce precise plas. Visio icludes shapes that are desiged to work o scaled drawigs ad adjust to the scale you re usig. May of architectural ad egieerig shapes i Visio iclude behaviors that help you lay out compoets o your pla, although Visio shapes ca t deliver the equivalet of a bachelor s degree i architecture or egieerig. IN THIS CHAPTER Choosig the right template for a scaled drawig Usig both U.S. ad metric templates Specifyig drawig scale Showig scale o drawigs Specifyig measuremet uits Addig dimesios to drawigs Specifyig the precisio ad uits for dimesios Calculatig area ad perimeter I this chapter, you ll lear which Visio templates produce scaled drawigs, how to use scale ad uits to your advatage, ad how to idicate dimesios o your scaled drawigs. Followig chapters cover the specifics of 493

4 Part V Usig Visio for Architecture ad Egieerig creatig differet types of scaled drawigs, such as office layouts, buildig plas, ad differet types of egieerig plas. CROSS-REF To lear about methods for positioig shapes precisely, see Chapter 4. Explorig Scaled Drawig Templates Visio provides several drawig templates specifically desiged to produce scaled drawigs. Visio automatically sets the uits ad drawig scale to those commo for the type of drawig. Scaled shapes o the associated stecils resize to the scale of the drawig as log as the drawig ad shape scales are t too disparate. Besides, you ca specify whatever drawig scale you wat o ay Visio drawig ad create shapes to work at that scale. Choosig the Right Scaled Drawig Template If you use Visio Stadard, the Office Layout template works ot oly for office layouts but for buildig plas as well. I fact, it s your oly choice because the Office Layout template is the oly Visio Stadard template with shapes for walls. Visio Professioal offers pla templates suited to differet types of plas. For example, although the Office Layout template is available, the Floor Pla template is better because it creates a stadard architectural size page ad opes stecils with more shapes for walls, doors, widows, ad other commo buildig compoets. Most of the Maps ad Floor Pla templates use a architectural page size of 36 iches by 24 iches ad a drawig scale of 1 4" = 1' or a A4 page usig a drawig scale of 1:50 ad millimeters for metric uits. I the Egieerig category, the Parts ad Assembly Drawig template uses egieerig page size ad scale. CROSS-REF For a complete list of the stecils that ope with templates, see Chapter 42. Most scaled drawig templates belog to the Maps ad Floor Plas category i Visio Professioal. The Parts ad Assembly Drawig template is part of Visio Professioal ad is the oly scaled drawig template i the Egieerig category. Here are the Visio templates available for scaled drawigs: Office Layout The Office Layout template is the oly scaled drawig template available i both Visio Stadard ad Visio Professioal. It s useful for layig out seatig plas, trackig ivetories of furiture ad other office equipmet, plaig office space ad cubicle placemet, or plaig for office moves. The template sets the page to a lettersized ladscape page ad a architectural scale of 1 2" = 1' 0". The metric template sets the paper ad scale to A4 ad 1:25. Floor Pla The Floor Pla template is like the Office Layout template o steroids. Its stecils iclude more shapes for buildig compoets, so you ca desig buildigs, 494

5 Workig with Scaled Drawigs 25 facilities, ad space layouts. Still, you do t wat to try to desig a skyscraper with it. The template sets the page to a ANSI Architectural size 36" 24" ad a Architectural scale of 1 4" = 1' 0". Metric uses A4 at 1:50. Home Pla The Home Pla template provides shapes for layig out spaces ad rooms i houses as well as desigig the iterior layout of each room with furiture ad fixtures. The template sets the page to a ANSI Architectural page of 36" 24" ad a Architectural scale of 1 4" = 1' 0". Metric uses A4 at 1:50. Plat Layout At the other ed of the spectrum from home ad office layouts, the Plat Layout template is desiged to help lay out large equipmet o factory floors or the spaces required for storig, receivig, ad distributig ivetory. The template sets the page to a ANSI Architectural page of 36" 24" ad a Architectural scale of 1 4" = 1' 0". Metric uses A4 at 1:50. Electrical ad Telecom Pla As its ame implies, this scaled template provides shapes for addig electrical ad telecommuicatios services to floor plas. The template sets the page to a ANSI Architectural page of 36" 24" ad a Architectural scale of 1 4" = 1' 0". Metric uses A4 at 1:50. Plumbig ad Pipig Pla This scaled template provides shapes for layig out plumbig fixtures ad pipes o floor plas. The template sets the page to a ANSI Architectural page of 36" 24" ad a Architectural scale of 1 4" = 1' 0". Metric uses A4 at 1:50. Reflected Ceilig Pla If you ve ever stared up at a ceilig i a commercial buildig, you kow that they are teemig with lights, spriklers, ad other assorted services. This scaled template provides shapes for layig out the reflected ceilig grids ad tiles as well as the spriklers, diffusers, ad lights. The template sets the page to a ANSI Architectural page of 36" 24" ad a Architectural scale of 1 4" = 1' 0". Metric uses A4 at 1:50. HVAC Pla The HVAC Pla template helps lay out the HVAC ductwork ad devices that keep spaces comfortable regardless of the temperature outside. The template sets the page to a ANSI Architectural page of 36" 24" ad a Architectural scale of 1 4" = 1' 0". Metric uses A4 at 1:50. HVAC Cotrol Logic Diagram Pla This template shows the cotrols for the HVAC systems i a buildig. The template sets the page to a ANSI Architectural page of 36" 24". Because this pla does t require precisio placemet, the scale is set to 1 to 1. Metric uses A4 at 1:1. Security ad Access Pla This template icludes shapes for layig out devices for access to buildig, such as doors ad turstiles, ad security features, such as keypads, card readers, ad cameras. The template sets the page to a ANSI Architectural page of 36" 24" ad a Architectural scale of 1 4" = 1' 0". Metric uses A4 at 1:50. Site Pla The Site Pla template icludes shapes for ladscapig, from the layout of your backyard to the plas for a park or commercial developmet. Because site plas cover a lot of groud, the template sets the page to a ANSI Architectural page of 36" 24" ad a Egieerig scale of 1" = 10' 0". Metric uses A4 at 1:

6 Part V Usig Visio for Architecture ad Egieerig Space Pla Space plaig is the task of desigig the overall layout ad relatioships betwee spaces, such as operatig rooms, supply closets, ad the admittig area. The Space Pla template icludes shapes for arragig spaces without the details iside them. Because space plas cover larger spaces, the template sets the page to a letter-sized ladscape page but uses a Architecture scale of 1 8" = 1' 0". Metric uses A4 at 1:100. Parts ad Assembly Drawig The Parts ad Assembly template, which is the oly scaled template i the Egieerig category, provides shapes for drawig schematics or detailed mechaical drawigs of parts ad how they go together. The template sets the page to a ANSI Egieerig B-size page of 17" 11" ad a egieerig scale of 1 4:1. Metric uses A4 at 1:10. Workig with U.S. ad Metric Templates All Visio templates are available i both U.S. ad metric uits. Whe you istall the Eglish laguage versio of Visio, the istallatio procedure checks the settigs o your computer ad istalls the templates that match. If you use both types of uits i your work, you ca istall both sets of templates o your computer. With both sets of templates istalled, you simply choose the template with the uits you wat to use whe you create a ew drawig. To istall both sets of templates after Visio is already istalled, follow these steps: 1. If Visio is ruig, save your work ad the choose File Exit. 2. Click the Start butto ad choose Cotrol Pael. 3. I the Cotrol Pael widow, double-click Add or Remove Programs. 4. I the Curretly Istalled Programs list, select Microsoft Office Visio ad the click Chage. 5. O the first wizard page, select the Add or Remove Features optio ad the click Cotiue. 6. O the Istallatio Optios tab, click the plus sig ext to Microsoft Office Visio. If optios that you wat to use are preceded by a red X, such as Solutios (US uits), Solutios (Metric uits), Add-os (US uits), ad Add-os (Metric uits), click the arrow to the right of the red X ad the, from the shortcut meu, choose Ru from My Computer. 7. Click Cotiue. Whe both U.S. ad metric uit templates are istalled, Visio displays two optios for each builti template. Whe you choose File New ad poit to the template category, you ll see oe template with (US uits) after the template ame (Visio does t use the periods for U.S.), ad the other followed by (Metric). Choose the template that uses the uits you wat, ad Visio sets up the drawig with the appropriate measuremet uits ad drawig scale. 496

7 Workig with Scaled Drawigs 25 CAUTION Whe you work with both types of uits, make sure whe you ope additioal stecils that you pick the stecils whose uits match the template you re workig with. Mixig U.S. uits ad metric uits i the same drawig ca make shapes lie up improperly. Settig Drawig Scale ad Uits Visio scaled drawig templates automatically set up your drawigs with appropriate uits ad scale to show real-world objects at a maageable size. As you add shapes from scaled drawig stecils to the drawig page, the shapes resize to match the drawig scale you re usig. I additio, the dyamic grid, rulers, ad other Visio drawig aids obligigly adjust to the curret uits ad scale to help you place shapes precisely. Perhaps the best aspect of workig with Visio scaled drawigs is that you ca glue dimesioig shapes to the pla shapes o a scaled drawig. The dimesioig shapes automatically measure the distaces they spa ad display them based o the uits ad drawig scale. NOTE A shape wo t resize if its scale is more tha eight times larger or smaller tha the scale of the drawig page. If shapes do t resize, make sure that you are usig scaled shapes from stecils desiged to work with the type of drawig you re usig. Visio compares the scale of the drawig o which the master resides to the scale of the drawig o which you drop shapes. You ca create masters that work at a specific scale by settig the scale o your master drawig before you create the master shapes. Scalig Shapes Up or Dow A drawig scale represets how a distace o a piece of paper correspods to a distace i the real world. Whether you use architectural or egieerig formats, the scale makes full-size objects shrik to fit o the drawig page. For example, the typical U.S. architectural scale of 1 4" = 1' 0" meas that 1 4 ich o a piece of paper is the equivalet of 1 foot i the real world, which works for most buildig plas. However, a large buildig might require 1 8" = 1' 0". Coversely, you might use a scale of 1" = 1' 0" to show welds ad coectio details for a steel colum. Site plas usually cover so much groud to capture the cofiguratio of buildigs, roads, parkig lots, ad more, that a scale of 1" = 10' 0" is eeded. NOTE Sometimes, scales appear i shorthad that shows oly the ratio betwee paper size ad real-world size. For example, the metric scale of 1 8:1 meas that the drawig o paper is oe-eighth of actual size. I Visio, metric scales are represeted as ratios, such as 1:50, which idicates that 1 meter o paper represets 50 meters actual size. The smaller the drawig scale, the more you ca show o the same size piece of paper. Table 25-1 shows the real-world distaces you ca show o a 36" 24" architectural page at differet scales. 497

8 Part V Usig Visio for Architecture ad Egieerig CAUTION Because the drawig scale affects the size at which shapes appear o the drawig page, be sure to set the drawig scale before you add shapes to the drawig page. I additio, if you chage the drawig scale after you ve added shapes to the page, they might ot resize properly. For example, the text blocks i title block shapes might ot fit properly i their desigated boxes. TABLE 25-1 Drawig Scale Distaces You Ca Represet o Scaled Drawigs Real-World Dimesios 1" = 10' 0" 360 feet 240 feet 1 8" = 1' 0" 288 feet 192 feet 1 4" = 1' 0" 144 feet 96 feet 1" = 1' 0" 36 feet 24 feet 1: meters meters The shapes o scaled drawig stecils resize to match the drawig scale, as show i Figure FIGURE 25-1 The ruler, grid, ad scaled shapes all resize to match the scale of your drawig. Grid adjusts based o scale Two feet o ruler Two feet o ruler Two-foot colum at 1/4 = 1 0 scale Two-foot colum at 1 =

9 Workig with Scaled Drawigs 25 Settig Drawig Scale Each drawig page i a drawig file ca use a differet drawig scale, which is hady whe you wat to lay out a floor o oe page but eed a larger scale drawig of a costructio detail o aother page. To specify the drawig scale for a drawig page, follow these steps: 1. Display the page whose drawig scale you wat to set. 2. Choose File Page Setup ad select the Drawig Scale tab. 3. To specify oe of the scales predefied i Visio, select the Pre-defied Scale optio ad select oe of the followig types of predefied scales: Architectural Relates a umber of iches or a fractio of a ich o paper to 1 foot i the real world Civil Egieerig Relates 1 ich o paper to a umber of feet i the real world Metric Relates meters o paper to a umber of meters i the real world Mechaical Egieerig Represets a ratio to scale objects up or dow. For example, a mechaical egieerig scale of 1 8:1 relates a fractio of a uit to oe uit i the real world i order to scale objects dow to fit o the page. A scale of 8:1 relates multiple uits o paper to oe uit i the real world i order to scale objects up so they re legible o paper. NOTE You ca also create your ow drawig scale by selectig the Custom Scale optio ad specifyig the paper distace ad its correspodig real-world distace. 4. I the Scale drop-dow list, choose the predefied scale you wat. The values i the Page Size boxes chage to idicate how may measuremet uits fit o the page at the scale you ve selected. 5. Click Apply to save the drawig scale with the drawig page. Although the shapes o the drawig resize to match the ew drawig scale, ad the distaces show i the rulers adjust to the ew scale, the real-world dimesios of the shapes o the drawig page remai the same. 6. If you use backgroud pages with your scaled drawigs, display the backgroud page ad the repeat steps 2 through 4 to apply the same drawig scale to it. Showig Scale o Drawigs Whe you work with scaled drawigs, it s a good idea to idicate the drawig scale somewhere o the drawig page, so that someoe viewig a hard copy of the drawig kows what the scale is ad ca measure objects o it correctly. Visio provides several shapes that automatically display the drawig scale for you. Table 25-2 lists some of the shapes you ca use to show drawig scale. 499

10 Part V Usig Visio for Architecture ad Egieerig To use oe of these shapes, simply ope the stecil o which the master is located ad drag it oto the drawig page. By default, each shape shows the drawig scale differetly, as outlied i Table 25-2 ad show i Figure However, if you use the Drawig Scale shape from the Aotatios stecil, you ca chage the scale type by right-clickig the shape ad the, from the shortcut meu, choosig oe of the scale styles. TABLE 25-2 Shapes That Show Drawig Scale Shapes Stecil Scale Style Drawig Scale Aotatios Mechaical Egieerig 1 48:1 Scale Symbol Aotatios Graphical display of scaled distaces Scale Title Blocks Decimal format 1:48 Title Block Large Title Blocks Maitais drawig scale format specified Title Block Small Title Blocks Maitais drawig scale format specified FIGURE 25-2 You ca cofigure scale format i some shapes, whereas others have fixed scale formats. Scale shapes Scale format is fixed Right-click to chage scale format Title Block shape uses the format for selected scale 500

11 Workig with Scaled Drawigs 25 Specifyig the Uits Used to Dimesio Shapes Whe you work with scaled drawigs, two types of uits are importat: page uits ad measuremet uits. Page uits represet the distaces or uits o the priter page or piece of paper you prit, such as iches or millimeters. Measuremet uits represet real-world distaces or uits for the actual sizes of the objects you re drawig, ad these come ito play maily whe you add dimesios to a pla or whe you measure a distace. For example, i the architectural scale of 1 4" = 1', the page uits are iches ad the measuremet uits are typically feet ad iches. If you use oe of the scaled drawig templates, Visio automatically sets both the drawig scale ad measuremet uits for you. You ca switch betwee U.S. ad Metric uits by choosig a U.S. uits template or a Metric template whe you create a ew drawig. I Visio, scale ad uits are iextricably liked. Drawig scales specify the relatioship betwee page distaces ad real-world distaces, so choosig a drawig scale i Visio also sets the measuremet uits ad page uits. Settig Default Uits Although Visio templates set uits for you, it s wise to set default uits to use i case you decide to create a drawig without a template. To specify either U.S. or metric uits, do the followig: TIP 1. Choose Tools Optios ad select the Uits tab. 2. Uder Default Uits, select the Always Offer Metric ad US Uits for New Blak Drawigs ad Stecils check box. 3. If you wat to chage the uits for the curret page, click Chage ad the choose the ew uits i the Measuremet Uits drop-dow list. The list of measuremet uits icludes uits such as days ad weeks. You ca choose these uits if you wat to produce schedules i which 1 ich represets oe week or some other legth of time. Specifyig Measuremet Uits for a Page Similar to drawig scale, measuremet uits ca differ for each drawig page. For example, you ca specify whether the rulers ad drawig grid use iches, meters, or eve miles, for differet drawig pages i the same drawig file. To guaratee that a pla you re drawig fits o the page, you ca specify the page size i measuremets uits. For example, if you wat to draw a buildig that is 60 feet log ad 30 feet wide, you ca set your drawig page to 70 feet by 40 feet i measuremet uits. To specify measuremet uits, use oe of the followig methods: Specify measuremet uits Choose File Page Setup ad select the Page Properties tab. From the Measuremet Uits drop-dow list, choose the uits you wat ad the click Apply. Visio chages the distaces you see o the rulers ad adjusts the grid to match the ew uits. Specify the page size i measuremet uits Choose File Page Setup ad select the Drawig Scale tab. I the Page Size (I Measuremet Uits) boxes, type the distaces you wat to represet o the page. For example, to create a page that represets 70 feet 501

12 Part V Usig Visio for Architecture ad Egieerig by 40 feet, type 70 ft. i the first box ad type 40 ft. i the secod box. Click Apply to chage the page size. Visio shows the size of the drawig page ad the priter paper i the preview pae, as show i Figure FIGURE 25-3 You ca chage the drawig scale, the drawig page size, or the priter paper to make your pla prit o the page. Type size i measuremet uits Preview of how drawig fits o paper Physical size of priter paper ad drawig page Dimesioig Scaled Drawigs Measurig a hard copy of a scaled drawig to determie the actual sizes of scaled objects is t always possible. Oly the most hard-core architects ad egieers walk aroud with scales i their pockets. Yet, kowig the dimesios of objects o scaled drawigs is crucial or the furiture you pick out at the store might ot make it through the door at its destiatio. Typically, scaled drawigs iclude dimesios to show sizes, offsets, ad distaces from referece poits. Visio Professioal provides stecils with shapes for dimesioig liear, radial, ad agular distaces. NOTE I Visio Stadard, the oly way you ca add dimesios to a scaled drawig is with the Room Measuremet shape ad the Cotroller Dimesio shape o the Walls, Doors, ad Widows stecil. Visio Professioal provides two stecils with shapes specifically desiged to glue to scaled shapes ad show their dimesios. Although the shapes o each of these stecils share the same ames 502

13 Workig with Scaled Drawigs 25 ad work the same way, they display dimesios i differet formats. Depedig o the type of drawig you are creatig, you ca ope a dimesioig stecil by choosig File Shapes Visio Extras ad the choosig either of the followig stecils: Dimesioig Architectural For liear dimesios, architectural dimesio shapes display the dimesio value above the dimesio lie ad use slashes at the eds of the dimesio lie. Dimesioig Egieerig For liear dimesios, egieerig dimesio shapes display the dimesio value i the middle of the dimesio lie ad use arrowheads at the eds of the dimesio lie. Addig Dimesios Some scaled shapes, such as Room ad Wall shapes, display dimesios automatically whe you select them, but the dimesios disappear as soo as the shape is o loger selected. To aotate your drawigs with dimesios that stay put, use dimesio shapes istead. The Dimesioig stecils iclude a wide rage of dimesio shapes, but they all behave similarly. You drag a dimesio shape oto the drawig page ad glue its dimesio lies to the shapes you wat to measure. The dimesio shape displays the dimesio ad recalculates the dimesio automatically if you resize the shape. Dimesioig Liear Distaces Dimesio shapes iclude cotrol hadles you drag to defie the distace to measure as well as the locatio of the dimesio lies. The cotrol hadles that appear deped o the dimesio shape you choose. For example, you ca add liear dimesios from a vertical baselie by followig these steps: 1. Drag the Vertical Baselie shape oto the page ad positio it at the bottom ad to the left of the distaces you wat to dimesio. 2. Drag the lower gree ed poit ad glue it to a geometry poit that defies the baselie for all your dimesios, such as the corer of a exterior wall. 3. Drag the other gree ed poit ad glue it to a geometry poit that defies the ed of the first distace you wat to dimesio, such as the closest jamb of a widow. 4. To repositio the text ad vertical dimesio lie for the first dimesio, drag the yellow cotrol hadle o the first dimesio lie to the left or right. 5. To defie the ext dimesio, drag the yellow cotrol hadle betwee the dimesio shape s selectio hadles to a positio above the first dimesio. Aother yellow cotrol hadle appears at the ed of the horizotal referece lie. Drag this cotrol hadle ad glue it to a poit that defies the secod distace you wat to dimesio, as illustrated i Figure

14 Part V Usig Visio for Architecture ad Egieerig FIGURE 25-4 Drag cotrol hadles to defie ad modify multiple dimesios. Glue to defie dimesio ad positio of extesio lie Chage distace of first dimesio from the wall Drag to chage spacig betwee each dimesio Drag to redefie dimesio Drag to add aother dimesio Redefie dimesio ad repositio extesio 6. Repeat step 5 util you have added the dimesios you wat. 7. To chage the spacig betwee the vertical dimesio lies, drag the yellow cotrol hadle o the baselie of the dimesio shape to the left or right. 8. To chage a dimesio, drag a cotrol hadle or selectio hadle at the ed of the horizotal referece lies up or dow. Dimesioig Radii Shapes for dimesioig agles iclude selectio ad cotrol hadles you ca drag to cofigure the agular dimesio. For example, you ca dimesio a radius with the Radius shape by followig these steps: 1. Drag the Radius shape oto the drawig ad glue it to a poit at the ceter of the radius you wat to dimesio. 2. Drag the yellow cotrol hadle oto the arc you wat to dimesio. 3. To positio the radial dimesio text, drag the gree selectio hadle to a ew locatio. TIP To fid out what a cotrol hadle does, positio the poiter over the cotrol hadle to display a scree tip. 504

15 Workig with Scaled Drawigs 25 Dimesioig Agles To dimesio a agle, follow these steps: 1. Drag the Agle Eve shape oto the drawig page ad glue it to the origi of the agle you wat to dimesio, for example, oe side of a door swig. 2. To chage the agle of the lie from which the agular dimesio is measured, drag the selectio hadle o the Agle Eve shape to a ew locatio, for istace, to chage the startig lie from horizotal to vertical. 3. To specify the agle that you wat to measure, drag the yellow cotrol hadle at the top of the Agle Eve shape to the agled lie, as show i Figure FIGURE 25-5 Drag cotrol hadles to defie a agular dimesio. Drag to defie ed of agle Drag to positio dimesio text Drag to positio agular dimesio lie Drag to defie start of agle Drag to positio extesio Drag to defie origi of agle 505

16 Part V Usig Visio for Architecture ad Egieerig NOTE You ca also drag cotrol hadles o ay of the Agle shapes to chage the legth of the extesio lie, the positio of the agular dimesio lie, ad the positio of the dimesio text. Specifyig Precisio ad Uits for Dimesios The dimesios that you add to drawigs show distaces based o the measuremet uits you ve chose for that drawig page. Sometimes, you eed more or less precisio for a few dimesios o the drawig page. To chage precisio ad uits for a dimesio, follow these steps: 1. Right-click a dimesio shape, such as Vertical, Radius Outside, or Agle Ceter, ad, from the shortcut meu, choose Precisio & Uits. The Shape Data widow appears. 2. To specify the umber of decimal poits of precisio for the dimesio shape, i the Precisio drop-dow list, select the etry with the right umber of zeroes to the right of the decimal poit. 3. To specify the uits you wat to use, from the Uits drop-dow list, select the uits you wat. For example, a floor pla might use Feet-Ich, but for dimesios that are less tha 1 foot i legth, you ca choose Iches. 4. I the Uits Display list, select a etry to specify whether or ot to show the uits i dimesios. 5. To chage the agle of the dimesio, type a agle i the Agle box. 6. Click OK. CROSS-REF You ca also show a shape s dimesios by isertig a geometry field i the shape s text block. To lear how to do this, see Chapter 33. Calculatig Area ad Perimeter Visio Professioal also icludes tools that automatically measure the area ad perimeter of ay closed shape. For example, you ca calculate the area withi the floor of a buildig to determie the umber of sprikler heads you eed for fire protectio, or the perimeter of a parkig lot to order fecig. To measure the area ad perimeter of oe or more shapes, choose Tools Add-Os Visio Extras Shape Area ad Perimeter. The Shape Area ad Perimeter dialog box opes, displayig the area ad perimeter i the set uits, such as square feet ad liear feet. You ca keep the Shape Area ad Perimeter dialog box ope as you issue other commads. If o shapes are selected, the Total Area ad Total Perimeter boxes display the words No Selectio. As you select shapes, their area ad perimeter values appear i the boxes. If you select more tha oe shape, the Total Area ad Total Perimeter values reflect the values of all the idividual shapes combied. For example, to measure the square footage of several separate rooms, Shift-click each room shape. The Shape Area ad Perimeter values reflect the total area ad total perimeter of all the rooms combied. To calculate the area ad perimeter of the boudary for several shapes, such as the footprit of a buildig, use the Pecil or Lie tool to trace the boudary you wat to measure. To calculate the area ad perimeter of the boudary, select the boudary you drew. 506

17 Workig with Scaled Drawigs 25 Measurig Areas with Holes I may situatios, you wat to calculate the area for a space but wat to igore some space withi it. For example, to calculate the retable space withi a buildig floor, you might calculate the area of the buildig boudary without the area for the buildig core, which cotais stairs ad elevators. You ca use a Visio shape operatio to help perform this calculatio for you by followig these steps: 1. O the Drawig toolbar, click the Lie tool or Pecil tool. 2. Draw a shape aroud the buildig perimeter ad the draw aother shape aroud the buildig core. 3. With o other shapes selected, Shift+click the two shapes you just drew ad the choose Shape Operatios Combie. The Combie commad creates a hole i the floor usig the shape you drew aroud the buildig core. 4. Select the combied shape ad choose Tools Add-Os Visio Extras Area Shape ad Perimeter. The Total Area ad Total Perimeter represet the values for the etire floor mius the values for the hole. Summary Scaled drawigs make it easy to create plas i which accuracy ad precisio are importat. I Visio, you ca specify drawig scales ad measuremet uits so your pla fits o the drawig page. Visio icludes shapes desiged to work with scaled drawigs they resize based o the scale you ve set for the drawig page. Each drawig page ca use a differet drawig scale ad measuremet uit, so you ca show a site pla o oe drawig page, a floor pla o aother, ad a detail of a structural coectio o yet aother page. Because accuracy is importat, you ca add dimesios to your scaled drawigs to show the realworld sizes of the objects. Visio provides two stecils for dimesios, which display dimesios i either architectural or egieerig formats. Dimesio shapes iclude cotrol hadles ad selectio hadles you ca drag to defie ad cofigure dimesios. 507

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19 Creatig ad Maagig Scaled Drawigs Rather tha a competitor to CAD programs, Visio makes a perfect complemet to the oe you use. Visio buildig pla templates are ideal for fast prototypig draggig ad droppig Visio shapes is a quick way to experimet with differet layouts. Whe you settle o a few cadidate plas, the Visio drawigs ad their shapes export easily ito your CAD applicatio. Visio is also helpful whe you wat to iclude drawigs created i CAD applicatios i broader presetatios. After isertig CAD drawigs ito Visio drawigs, you ca put Visio tools to use addig presetatio aotatio ad graphics that CAD does t hadle as easily, if at all. For folks who do t have access to a CAD program, Visio is a adequate substitute for reviewig CAD drawigs or for producig smaller pla drawigs from scratch. Visio Professioal stecils offer umerous shapes for a variety of buildig plas. Like CAD programs, Visio provides a feature called layers to orgaize drawig cotets. Although Visio layers differ from their CAD cousis, they cotrol shape behavior, such as whether shapes are visible whe prited or whether they are editable. For example, referece lies that you use to build a pla might be visible o the scree but ivisible at pritig. Or, the stadard otes applied to each drawig ca be locked agaist editig, while the layers with the buildig pla remai editable. IN THIS CHAPTER Creatig ew scaled drawigs Startig from existig CAD drawigs Startig from existig Visio scaled drawigs Maagig scaled drawigs Maagig drawig cotet with Visio layers Creatig ad removig layers Cotrollig cotet behavior with layers Assigig shapes to layers Each shape ca belog to multiple layers so you ca maage shapes to suit your eeds. With masters o stecils already assiged to layers, Visio automatically associates shapes with the proper layers as you drag them oto your drawigs. I additio, droppig shapes with layer assigmets oto a page automatically creates that layer for the page. 509

20 Part V Usig Visio for Architecture ad Egieerig This chapter shows how to create pla drawigs by usig Visio pla templates, startig with a existig CAD drawig, or by usig a existig Visio scaled drawig. You will also lear ways to use layers to cotrol the behavior of shapes, ad how to assig shapes to layers as easily as possible. Creatig Scaled Drawigs More ofte tha ot, a pla is kickig aroud that you ca use to start a ew drawig. But, every oce i a while, you have to create a scaled drawig from scratch. For example, you might have a CAD drawig of a basic floor pla that you wat to use as the backdrop for differet furiture layouts. Similarly, you could have a CAD drawig produced by someoe else ad wat to use Visio to review ad commet o it. I these cases, the solutio is to isert CAD drawigs ito Visio drawigs as backgrouds ad the drag ad drop Visio shapes to add the remaiig iformatio. Coversely, if you have a Visio drawig with some pla iformatio, such as a buildig shell ad core, you ca use that as a basis for additioal plas, such as buildig services, by copyig ad pastig just the shapes you wat or the etire drawig ito a ew pla drawig. Eve better, pastig the existig Visio floor pla oto a backgroud page meas you ca display it i every foregroud page you create. The, to make sure that the uderlyig floor pla does t chage, you ca lock its layers so that the shapes o them ca t be edited. Creatig New Scaled Drawigs Whether you re goig to create a scaled drawig from scratch or set oe up to hold a existig pla, follow these steps to prepare your Visio drawig file: NOTE 1. Create a drawig file set up for scaled plas by choosig File New Maps ad Floor Plas ad the choosig the template you wat. Either way, the best approach is to choose a template that sets the scale to the oe you pla to work with. 2. If ecessary, chage the default drawig scale or uits, for example, to match the scale or page size of a uderlyig CAD drawig. See Chapter 25 for istructios o chagig drawig scale, page size, ad priter paper size. I the Page Setup dialog box, the Priter Paper list icludes paper sizes for oly the curret priter. To choose paper sizes for a differet priter or plotter, choose File Prit ad the select the priter or plotter you wat to use. I the Prit dialog box, click Close without pritig. Reope the Page Setup dialog box to select a paper size for the ew priter. Referecig Existig CAD Floor Plas If you have a existig CAD drawig, there s o reaso to recreate it i Visio. It ca act as a backdrop to additioal plas costructed with Visio shapes. To isert the CAD drawig ito a Visio drawig file, do the followig: 510

21 Creatig ad Maagig Scaled Drawigs Ope the Visio drawig page ito which you wat to isert the CAD drawig. 2. Choose Isert CAD Drawig. By default, Visio sets the etry i the Files of Type box to AutoCAD Drawig. 3. Navigate to the folder that holds the CAD drawig you wat to use, select the CAD file, ad click Ope. Visio does the followig to set up the CAD drawig: Opes the CAD Drawig Properties dialog box ad fills i the settigs with CAD drawig uits ad a custom drawig scale that fits the drawig to the page. I most cases, the settigs that Visio chooses make the CAD drawig ad Visio drawig play well together, so they re usually best left as they are. Checks the Lock Size ad Positio check box, Lock Agaist Deletio check box, ad View Extets check box so that the CAD drawig ca t be moved, resized, or deleted i Visio. 4. Click OK to isert the CAD drawig o the Visio drawig page. CROSS-REF To lear more about optios ad methods for importig CAD drawigs ito Visio, see Chapter If you wat to use the iserted CAD drawig as a backgroud for Visio drawig pages, choose File Page Setup ad the select the Page Properties tab. Select the Backgroud optio, type the ame you wat for the backgroud page, ad click OK. Startig from a Existig Visio Scaled Drawig Sometimes, several plas share iformatio, such as the basic buildig shell for multiple buildig service plas or the same basic floor pla elemets for several floors i a high-rise buildig. If you already have these shared elemets i a Visio drawig, you ca copy ad paste them ito other Visio drawig pages so you ca reuse the commo shapes. CAUTION Whe you paste shapes from a scaled drawig, Visio resizes the shapes usig the drawig scale for the destiatio drawig page. If the drawig scales i the source ad destiatio drawig pages are more tha a factor of eight apart for example, 1:12 ad 1:200 the pasted shapes might look very large or too small. To correct these overly swolle or shruke shapes, chage the scale of the destiatio drawig page to match the scale of the source page. To copy a existig Visio pla ito aother drawig, follow these steps: 1. Ope both the existig Visio scaled pla (the source) ad the Visio drawig file ito which you wat to paste the reusable elemets (the destiatio). 2. To display both drawig widows, choose Widow Cascade or Widow Tile. 3. Click the title bar for the source drawig widow, select the shapes you wat to copy, ad the press Ctrl+C. If you wat to copy the etire drawig page, choose Edit Copy Drawig or Ctrl+A. 4. Click the title bar for the destiatio drawig widow ad press Ctrl+V to paste the copied shapes oto the drawig page. Visio creates copies of all the selected shapes i the destiatio drawig. 511

22 Part V Usig Visio for Architecture ad Egieerig Storig Scaled Drawig Cotet i Oe or More Drawig Files The work o pla drawigs is usually a collaborative effort, so the best approach for storig iformatio i drawig files depeds o how your team works ad what you wat to do. For example, if everyoe wats to work o differet buildig service plas simultaeously, you ca place the data for each buildig service i a differet Visio drawig file ad lik those drawigs to Visio backgroud pages i oe drawig file that assembles the etire compilatio of plas. (For iformatio about likig ad embeddig files, see Chapter 8.) Coversely, if you wear all the hats i the plaig departmet, you ca add all your shapes to the same drawig page ad use layers to specify which shapes you see ad whether they are editable. If you wat more flexibility i your solo eviromet, you ca place iformatio o separate drawig pages, usig some as backgroud pages so they are available to several differet foregrouds. Although these techiques are more typical i a large office that uses CAD, it s worthwhile to pla your Visio drawig files, drawig pages, ad layers before you create your pla drawigs. Maagig Drawig Cotet with Layers If you re familiar with CAD programs, you kow that layers help you orgaize ad maage the iformatio o your drawigs. I Visio, layers help you accomplish the followig: View-specific categories of objects or shapes Prit-specific categories of objects or shapes Display categories of objects or shapes i differet colors Lock categories of objects or shapes to prevet editig Cotrol whether you ca sap or glue to shapes o a layer For example, i a buildig pla, structural compoets could be assiged to oe layer; walls, doors, ad widows to aother layer; furiture to a third layer; ad electrical outlets to a fourth. Whe you work o the furiture layout, lockig the other layers prevets you from movig buildig compoets iadvertetly. If you wat to evaluate whether the electrical outlets are sufficiet, you might tur off the display of the structural ad HVAC layers to focus o electrical compoets ad their locatio i relatio to cubicles, as illustrated i Figure

23 Creatig ad Maagig Scaled Drawigs 26 FIGURE 26-1 Turig layer properties o ad off specifies whether the shapes o a layer are visible, pritable, editable, or available as referece poits for sappig ad gluig. Notes ad furiture are visible. I this layer scheme, the otes ad movable furiture are ivisible. By assigig review commets to their ow layer, it s easy to prit the pla with or without those commets. Turig off sap ad glue for specific layers helps you attach ew shapes oly to appropriate shapes. For example, for addig electrical outlets to a pla, you ca tur off sappig ad gluig to all layers except the oes for walls. Each shape i Visio ca belog to oe layer, multiple layers, or o layers at all. For example, you could create separate layers for differet buildig ad cubicle paels to simplify the costructio of your basic buildig shell ad office layout. But the, you could itroduce aother layer that shows all those shapes o oe layer, so you ca focus o furiture, cablig, ad electrical outlets. May shapes i Visio stecils already cotai layer assigmets, so you do t have to assig the shapes to layers or thik up the kids of layers you might wat ad what to ame them. For example, as soo as you drop a Room or Wall shape oto a floor pla, Visio automatically creates a Wall layer, (if it does t already exist) ad assigs the Room or Wall shape to it. If you have your ow visio for layerig, you ca create customized versios of those shape masters with the layer assigmets you wat. 513

24 Part V Usig Visio for Architecture ad Egieerig CAD Layers Versus Visio Layers Although Visio layers ad CAD layers share may characteristics, they also differ i several key ways. Visio layers do t determie the order i which shapes appear o the drawig. To specify whether a shape appears i frot or i back of other shapes (the z-order), right-click the shape ad, from the shortcut meu, choose Shape Brig to Frot or Shape Sed to Back. I Visio, shapes ca belog to o layer at all or multiple layers. I additio, each Visio drawig ca have o layers or multiple layers, ad the layers for each drawig page ca be differet. Fially, you ca t group Visio layers. Creatig Layers If you use shapes with layer assigmets, you do t have to create layers at all. Visio automatically creates layers for the drawig page whe you drop or copy a shape with a layer assigmet oto the page. If the page already cotais a layer with the same ame, Visio adds the shape to the existig layer. However, you ca also build a collectio of layers maually to make sure that you have all the layers you wat. CAUTION If you use shape layer assigmets to create your layers, copyig the wrog type of shapes oto a page might also create layers you do t wat. If a drawig page cotais layers you do t wat, clear the visibility of all layers except the oes that you questio. The shapes that are still visible are the culprits. The, you ca reassig those shapes to other layers by followig the istructios i the Removig Layers sectio later i this chapter. You must create the layers you wat for each drawig page separately, because ew layers are added oly to the curret page. New drawig pages that you add to a drawig file do t iherit the layers associated with other existig pages i the drawig file. The oe bright spot i this behavior is that every page i a drawig file ca have a differet set of layers. TIP If you use the same set of layers over ad over, a little preparatio ahead of time ca produce a reusable collectio of layers. The prep work begis with creatig a drawig file specifically to hold your layer collectio a template for layers. O the drawig page i the drawig file, create the layers you wat by whichever method you prefer: create the layers maually or add a shape for each layer assigmet you wat. (Whe you ve fiished creatig the layers, delete the shapes o the page.) Save the drawig file as a template, as described i Chapter 31. Wheever you wat to reuse that layer collectio, you ca create a ew drawig file from the template or you ca copy the drawig from the template ito a ew drawig. To copy the drawig, choose Edit Copy Drawig. Switch to a ew drawig page ito which you wat to copy the layers ad press Ctrl+V. No shapes copy over, but the layers do. 514

25 Creatig ad Maagig Scaled Drawigs 26 To create a layer for a drawig page maually, follow these steps: 1. Choose View Layer Properties ad the, i the Layer Properties dialog box, click New. 2. I the New Layer dialog box, type a ame for the layer ad the click OK. Visio creates the layer for the curret page. 3. Back i the Layer Properties dialog box, i the row for the ew layer, click the boxes for each property you wat to apply to the layer, if they are ot already selected, as show i Figure FIGURE 26-2 I the Layer Properties dialog box, you select optios to specify the behavior of each layer o a drawig page. Reamig Layers Suppose you wat to give layers more meaigful or perhaps more cocise ames. You ca reame existig layers for the curret drawig page. The shapes o the layer remai the same. To reame a layer, choose View Layer Properties, select the layer you wat to reame, ad click Reame. I the Reame Layer dialog box, type a ew ame ad click OK. Reame oly the layers that you create. Although you ca reame the predefied layers NOTE assiged to shapes o Visio built-i stecils, Visio creates a ew layer with the origial layer ame as soo as you add aother shape with that layer assigmet. For example, if you reame the Buildig Evelope layer to Buildig Outlie ad the add aother Exterior Wall shape, you ll ed up with a Buildig Evelope layer ad a Buildig Outlie layer. 515

26 Part V Usig Visio for Architecture ad Egieerig Activatig Layers Whe you drag a shape that does t have a predefied layer assigmet oto the page, Visio assigs it to the active layer. If o layers are active, Visio adds the shapes to the drawig page without assigig it to a layer at all. Although you ca select shapes o a drawig page ad assig them to a layer, it s much easier to assig shapes to a layer as you add them. To do this, activate the layer to which you wat to assig the shapes by choosig View Layer Properties ad the, i the row for the layer you wat to make active, select its box i the Active colum. Visio makes that layer active for the curret page ad assigs shapes without predefied layer assigmets to it. NOTE Makig more tha oe layer active is a simple way to assig shapes to multiple layers. After settig several layers as active, simply add shapes to the page ad Visio automatically assigs them to all of the active layers. CAUTION Make sure you reset the active layer as you work so that uassiged shapes you add are assiged to the correct layer. As log as you use built-i Visio shapes, a active layer is t as importat, because the shapes come with the proper layer assigmets built i. Removig Layers Removig layers associated with a drawig page is easy. Perhaps, too easy, because removig a layer also deletes ay shapes assiged to it. Before you delete a layer, be sure to reassig ay shapes you wat to keep to other layers first. To remove a layer, follow these steps: 1. Choose View Layer Properties. 2. Verify that the layer you wat to delete shows 0 i the # colum, idicatig that o shapes are assiged to the layer. 3. If the layer you wat to remove does have shapes assiged to it, reassig them to a differet layer by followig these steps: a. To clearly see the shapes you wat to reassig, clear the Visible cells for every layer except the oe you wat to remove. b. Click OK to close the Layer Properties dialog box. c. Select the shapes you wat to reassig ad choose Format Layer. d. I the Layer dialog box, clear ay layers that are selected ad select oly the layer to which you wat to assig the shapes. Click OK. If all other layers are ivisible, the reassiged shapes disappear from the scree. 4. Choose View Layer Properties ad, i the Layer Properties dialog box, select the layer you wat to delete, ad the click Remove. 5. Check the Visible cell for every layer you wat to see o the page. If your layers have gotte out of had, it s easy to delete all uused layers. To do this, i TIP the Layer Properties dialog box, select the Remove Urefereced Layers check box ad the click OK. Visio deletes all layers that cotai o assiged shapes. 516

27 Creatig ad Maagig Scaled Drawigs 26 Cotrollig Shape Behavior with Layers Layer properties cotrol the behavior of shapes as a group whether you ca see shapes o the scree or whe you prit the drawig, whether you ca edit shapes or sap ad glue to them, ad the color i which shapes appear. I the Layer Properties dialog box, you ca specify the properties for ay layer i the curret drawig page. If you wat the same properties for layers o other pages, you must apply those properties to each of those pages. TIP Although you ca t share layers betwee foregroud drawig pages, backgroud pages with layers achieve the same result. The layer properties you specify o the backgroud page show up o every foregroud page that uses that backgroud. For example, you ca put the basic buildig pla o a backgroud page with differet types of buildig compoets assiged to differet layers. To hide the furiture shapes for all the foregroud drawig pages i your file, you have to hide the furiture layer oly o the backgroud page. To specify properties, choose View Layer Properties. I the Layer Properties dialog box, i the row for the layer you wat to cofigure, select a property box to apply it. Clearig a box deactivates the property. You ca cotrol shape behavior with layers i the followig ways: NOTE Hide or show shapes o the scree Select the Visible box so that shapes assiged to the layer appear o the scree. To temporarily hide shapes o a layer, for example, to focus o specific shapes o the drawig, clear layers that are t importat for the task at had. Hide or prit shapes o the prited output Select the Prit box to iclude the shapes o the layer o pritouts. To prevet shapes from pritig, such as costructio lies whe you re pritig fial drawigs, clear this property. Assig shapes to layers automatically Select the Active box to set layers to active so that Visio assigs shapes to the layers automatically whe you drop them o the page. Prevet shapes from beig edited Whe the Lock box is selected, you ca t select, move, edit, or add shapes to the layer. I additio, you ca t make the layer active. Use shapes as referece for sappig Select the Sap box if you wat to sap to shapes assiged to the layer. For example, if you are addig doors to a pla, you wat to be able to sap to walls, but ot to electrical outlets i the walls. Whe you clear a Sap box, you ca t sap to shapes o the layer. However, if you move shapes o the layer, they ca sap to shapes o sappable layers. Glue to shapes Check the Glue box if you wat to glue to shapes assiged to the layer. Whe you clear this property, you ca t glue to shapes o the layer, although the shapes o the layer ca glue to shapes o gluable layers. If shapes are assiged to multiple layers ad you do t wat to sap or glue to them, you must clear the Sap or Glue properties for every layer to which the shapes are assiged. 517

28 Part V Usig Visio for Architecture ad Egieerig NOTE Color Select the Color box to assig a color to the shapes o the layer. Each layer ca use a differet color, which overrides ay color associated with graphic compoets of shapes o the layer, such as fill color or lie color. Although you ca t select, move, edit, or add shapes to a locked layer, you ca chage the color of shapes o a locked layer by settig the color i the Color colum of the Layer Properties dialog box. Assigig Color to a Layer Assigig differet colors to each layer makes it easier to idetify differet compoets i a pla, such as movable furishigs ad o-movable furishigs, or ew walls from existig walls. Colors ca be opaque or trasparet. For example, if you use filled rectagles to idetify departmets o a pla, you ca make the layer for those rectagles trasparet so that you ca still see the furiture ad buildig compoets. To assig a color for a layer o the curret page, follow these steps: 1. Choose View Layer Properties. 2. I the Color colum, select the box for the layer you wat to color. 3. Click the arrow ext to the Layer Color box ad the select a color i the Layer Color list. 4. To chage the trasparecy for the color, drag the Trasparecy slider to the value you wat: 100 percet makes the layer totally ivisible; 0 percet makes the layer completely opaque. To make a color visible but trasparet, choose a value betwee 0 ad 100. NOTE Shapes assiged to multiple layers appear i their origial colors. Selectig Shapes Usig Layers Layers provide a coveiet way to select groups of shapes, particularly whe shapes are close together o the drawig page. To select shapes based o the layers to which they are assiged, choose Edit Select by Type, ad the use oe of the followig methods: Select shapes o a specific layer Select the Layer optio ad the select the check box for the layer that cotais the shapes you wat. To select more tha oe layer, Ctrl-click each layer you wat to select. Select shapes without layer assigmets Select the Layer optio ad the select the {No Layer} check box. Assigig Shapes to Layers The simplest way to assig shapes to layers is to use shapes with built-i layer assigmets. Whe you drop a shape with a layer assigmet oto a drawig page, Visio creates the appropriate layer if it does t already exist ad assigs the shape to that layer. If you build your ow shapes, you ca assig layers to the masters, ad Visio assigs them to layers automatically as well. If a shape does t 518

29 Creatig ad Maagig Scaled Drawigs 26 have a predefied layer assigmet, Visio assigs it to the active layer. The mai issue with this techique is that you must remember to chage the active layer to esure that ew shapes are assiged to the appropriate layer. Ievitably, you ed up with shapes with o assigmet or icorrect assigmets. For these situatios, you ca assig shapes to layers after you ve added them to a drawig or assiged them to layers. TIP Assigig shapes to more tha oe layer makes drawigs more flexible. For example, you ca assig office furiture to both the Furiture layer as well as the Office Equipmet layer. The, the shapes for office furiture appear wheever either of those layers is visible. Assigig Selected Shapes to Layers To assig shapes that you ve added to a drawig page to a layer, follow these steps: 1. Select the shape or shapes you wat to assig ad choose Format Layer. 2. I the Layer dialog box, select the check box for the layer to which you wat to assig the selected shapes. To select more tha oe layer, Ctrl-click each check box, as illustrated i Figure FIGURE 26-3 Select layer check boxes to assig shapes to oe or more layers. Assigig Masters to Layers It s more effective to use masters with predefied layer assigmets, because Visio adds them to the correct layer automatically. You ca add layer assigmets to shapes you create or to built-i masters. However, because Visio built-i stecils are copyrighted as well as read-oly, you should make copies of the masters you wat to chage i a custom stecil or your Favorites stecil ad edit them there. 519

30 Part V Usig Visio for Architecture ad Egieerig NOTE If you edit the layer assigmet for a master ad the drag it oto the drawig page, the ew shape you create uses the ew layer assigmet. However, ay shapes you added prior to the layer chage still use the previous layer assigmet. You ca chage the assigmet for those shapes by selectig them ad choosig Format Layer. If you wat to assig a Visio master to a layer or chage its curret layer assigmet, copy the Visio master to your Favorites stecil or aother custom stecil. To do this, right-click the master i the Visio stecil ad the, from the shortcut meu, choose Add to My Shapes. Choose oe of the custom stecils o the submeu, or choose Add to New Stecil or Add to Existig Stecil. To assig a master to a layer or to chage its layer assigmet, ope a Visio drawig so that the Shapes widow appears, ad the follow these steps: 1. Ope the stecil that cotais the master you wat to assig to a layer. If the stecil is read-oly, right-click the stecil title bar ad, from the shortcut meu, choose Edit Stecil. 2. Right-click the master ad, from the shortcut meu, choose Edit Master Edit Master Shape. 3. I the master drawig widow, select the master. 4. Choose Format Layer. 5. Use oe of the followig methods to create a layer assigmet: To chage the layer assigmet, clear a layer s check box to remove a assigmet ad check a existig layer box to assig the master to that layer. To assig a master to a ew layer, click New. I the New Layer dialog box, i the Layer Name box, type the ame of the ew layer ad click OK. Visio automatically assigs the master to the ew layer. You ca assig the master to additioal layers by selectig other layer boxes or by clickig New ad typig the ame for the ext layer. 6. To close the master drawig widow, click the Close butto for the master drawig widow. Whe Visio prompts you to update the master, click Yes. 7. To save your chages, right-click the stecil s title bar ad click Save. 8. To chage the stecil to read-oly, right-click the stecil title bar ad choose Edit Stecil. Assigig Groups to Layers Groups of shapes ca also have layer assigmets. By default, whe you select a group ad choose Format Layer to assig the group to a layer, all of the shapes i the group become members of the ew layer, losig their previous layer assigmets. However, you ca chage the group assigmet while retaiig the shapes curret layer assigmets by selectig the Preserve Group Member Layers check box i the Layer dialog box. For example, if you build groups of shapes to represet stadard office cofiguratios that iclude office furiture as well as computer equip- 520

31 Creatig ad Maagig Scaled Drawigs 26 met, you ca assig the shapes for furiture to the Furiture layer ad shapes for computer equipmet to the Electroics layer before groupig them. If you assig the group to the Office Equipmet layer, the furiture ad computer equipmet could retai their previous layer assigmets while also icludig assigmets to the Office Equipmet layer. CAUTION If you see shapes o the drawig page, but ca t select them, the layer might be locked. However, if you ope the Layer Properties dialog box ad fid that the layer is t locked, group layer assigmets could be to blame. The problem arises whe you assig idividual shapes to oe layer, ad the group to which they belog to aother layer. If the visibility of the group s layer is tured off but the visibility of the idividual shape s layer is tured o, you ca see the shapes because of their layer assigmet, but you wo t be able to select or edit them. Summary You ca create blak pla drawigs from Visio templates, CAD drawigs, or existig Visio pla drawigs. Layers help you maage the cotet of pla drawigs by categorizig the shapes o your drawigs. By specifyig layer properties, you ca cotrol whether layers are visible o the scree, appear whe you prit your drawig, ad are active or locked, ad you ca cotrol both the appearace of shapes ad access to shapes. 521

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33 Layig Out Architectural ad Egieerig Plas Whether you re plaig the remodel of a house, reorgaizig office cubicles, or desigig a major maufacturig facility, Visio floor pla templates get you started. Although Visio Stadard provides oly a few shapes for layig out office space, Visio Professioal icludes templates, stecils, ad shapes for a variety of architectural ad egieerig plas. Visio Professioal pla templates start with the buildig shell walls, doors, ad widows ad cotiue with furishigs, electrical service, plumbig, HVAC, ad other buildig services. The template list moves outdoors to iclude site ad ladscapig plas, security ad access plas, ad maps. Ulike CAD programs, which come with oodles of draftig commads for drawig pla cotets, Visio architectural ad egieerig capabilities stem from the shapes o the may architectural ad egieerig stecils. If you re familiar with basic Visio techiques icludig draggig cotrol hadles ad settig shape data values to implemet special behaviors, you already kow most of what you eed. Although Visio pla templates provide the tools you eed to draw plas, they do t cofer the specialized skills you eed to determie what plas should cotai or what costitutes a effective layout. You ll have to read other books to lear about that. NOTE May of the techiques described i this chapter work equally well for the basic office plas that Visio Stadard supports ad the more specialized architectural ad egieerig plas available oly i Visio Professioal. This chapter talks about cotet specific to Visio Professioal. CROSS-REF To lear about the differet types of Visio pla templates ad how to work with Visio pla drawigs, see Chapters 25 ad 26. IN THIS CHAPTER Workig with walls Addig doors, widows, ad other opeigs Addig cubicles ad furiture Creatig HVAC ad reflected ceilig plas Creatig electrical ad telecom plas Creatig plumbig plas Documetig security ad access systems Creatig site ad ladscapig plas Drawig directioal maps Labelig ad umberig shapes 523

34 Part V Usig Visio for Architecture ad Egieerig Workig with Walls I most cases, the first step i costructig a pla is placig walls to defie the outside of a buildig to cotai the stuff o the iside. Visio wall shapes represet differet types of walls structural exterior walls, iterior walls, curtai walls that merely fill i the space betwee structural elemets, ad widow walls. The Walls, Shell, ad Structure stecil ad the Walls, Doors, ad Widows stecil both iclude built-i wall shapes with special behaviors for easily coectig walls ad shape data for specifyig attributes such as wall thickess ad fire ratig. You ca also create custom wall shapes, for example, to show walls to be demolished with a hatched fill patter. If you bega your desig by creatig a space pla i Visio, the easiest way to build walls is by covertig Space shapes ito Wall shapes. Otherwise, all the stadard techiques for workig with shapes (described i Chapters 4 ad 5) apply to Wall shapes, too: draggig, droppig, sappig, gluig, ad usig the Coector tool. This sectio describes how to covert Space shapes ito Wall shapes ad provides tips for coectig walls usig familiar techiques. Covertig Spaces ito Walls The Covert to Walls commad makes quick work of turig the spaces i a space pla ito walls that eclose those spaces. The commad eables you to specify the type of wall you wat to use, whether to display dimesio lies, ad whether to add guides to the walls it creates. I additio, you ca delete the origial Space shapes or keep them. For example, Space shapes come i hady whe you wat to show the square footage of spaces o the drawig or for trackig space i the buildig. CROSS-REF To lear more about Space shapes ad other methods for layig out spaces ad rooms, see Chapter 28. To covert Space shapes ito walls, follow these steps: 1. Iitiate the Covert to Walls commad usig oe of these methods: Covert a sigle shape Right-click the shape ad, from the shortcut meu, choose Covert to Walls. Covert several shapes Select the shapes you wat to covert usig ay selectio method ad the choose Pla Covert to Walls. 524

35 Layig Out Architectural ad Egieerig Plas 27 TIP 2. I the Covert to Walls dialog box, i the Wall Shape list, select the type of Wall shape you wat to use. The Wall Shape list might seem sparse, because it icludes oly the Wall shapes available o ope stecils. If you do t see the Wall shape you wat, click Cacel, ope the stecil that cotais the Wall shape you wat, ad begi agai with step 1. NOTE 3. To automatically add dimesios to each segmet of a wall that is created, select the Add Dimesios check box. Visio ca be icosistet with its automatic dimesioig, addig redudat dimesios i some places ad leavig some wall segmets udimesioed. If you do t like the dimesios that Visio adds, press Ctrl+Z to udo the results of Covert to Walls, ad the reru it with the Add Dimesios check box cleared. NOTE 4. To glue guides to each vertical ad horizotal wall segmet, select the Add Guides check box. Guides reduce frustratio ad time whe you repositio wall segmets. You ca drag the guides to move wall segmets while maitaiig their coectio to other walls. 5. To keep the Space shapes alog with the coverted Wall shapes, select the Retai optio, which is ideal whe you wat to use spaces to track billable space. Although the Covert to Space Shape optio might soud like it turs walls back ito spaces, it applies oly whe you covert shapes other tha Space shapes (for example, lies ad closed shapes you draw with the Visio drawig tools) ito walls. By choosig this optio, the Covert to Walls commad coverts the selected shapes ito Wall shapes ad also creates a Space shape o the iterior surface of the coverted walls. It also deletes the origial shapes, because you ow have both Wall ad Space shapes. 6. Click OK to covert the Space shapes ito Wall shapes ad add ay additioal elemets you specified, as illustrated i Figure Visio creates a separate Wall shape for each wall segmet i the buildig. Because the Wall shapes are glued together, the itersectios betwee Wall shapes are cleaed up. 7. If you added guides to the coverted walls, you ca repositio a Wall shape by draggig the guide glued to it. The advatage to this method is that Wall shapes glued to the guide resize without detachig from adjacet walls. Oe failig is that the origial Space shapes do t resize with the walls. Fortuately, resizig a Space shape to match the ew wall cofiguratio is as simple as right-clickig the Space shape ad, from the shortcut meu, choosig Auto Size. 525

36 Part V Usig Visio for Architecture ad Egieerig FIGURE 27-1 The Covert to Walls commad coverts Space shapes or draw geometry ito Wall shapes, with optioal dimesios ad guides. Dimesios added automatically Guides added automatically Origial Space shape Created Wall shapes Creatig Walls Whe you add walls from scratch, stadard techiques such as draggig, droppig, coectig, ad gluig are about the oly tools you eed, ad you ca choose the easiest techique for the job at had. For example, usig the Coector tool with the Exterior Wall shape is the fastest way to create the exterior wall segmets for a buildig shell. O the other had, with short rus of iterior walls, draggig ad droppig Wall shapes might be more effective. As you add Wall shapes to the page ad glue them together, Visio automatically cleas up the itersectios so lies appear oly for wall surfaces, as show i Figure

37 Layig Out Architectural ad Egieerig Plas 27 FIGURE 27-2 Although wall segmets are rectagles, Visio cleas up wall itersectios whe you glue Wall shapes together. NOTE For Wall shapes to coect properly ad clea up after themselves, sap ad glue must both be tured o. Choose Tools Sap & Glue. I the Sap & Glue dialog box, uder the Curretly Active headig, make sure that both the Sap check box ad the Glue check box are selected. I additio, uder both the Sap To ad Glue To headigs, make sure that the Coectio Poits ad Shape Geometry check boxes are selected. To create ew walls o a drawig, use oe of the followig methods: Drag ad drop Wall shapes To add walls oe at a time, drag the Wall shape you wat oto the drawig page. To glue the ew Wall shape to Wall shapes already o the page, glue its ed poits to coectio poits or shape geometry o existig Wall shapes. For example, you ca create a wall divider by gluig a vertical Wall shape aywhere alog the legth of a horizotal wall. Whe you drag a ed poit to a coectio poit or shape geometry, Visio idicates the pedig glue with a red square. Use the Coector tool To add a sequece of coected walls, follow these steps: a. O the Stadard toolbar, click the Coector tool. b. I a stecil, click the wall you wat to add. c. For the first wall, drag betwee two poits to defie the begiig ad ed of the Wall shape. As soo as you complete this Wall shape, the poiter chages to the fourheaded arrow, idicatig that you ca move the curret poit to a ew locatio. d. To add aother Wall shape that starts where the first Wall shape eds, move the poiter away from the ed poit ad the move it back, but ot quite over the ed poit, util the poiter chages to the Coector ico (a plus sig with a small coector ext to it). 527

38 Part V Usig Visio for Architecture ad Egieerig NOTE e. Drag from the curret poit to the ed of the ext Wall shape. f. Repeat steps d ad e to create additioal wall segmets. Whe you add Exterior Wall shapes to a pla, you wat the selectio hadles o the iterior surface of the buildig wall, so they are lied up at the iside corers ad, thus, are easy to fid whe you re ready to glue other Wall shapes. If a Exterior Wall shape s selectio hadles are o the edge that represets the exterior of the buildig, right-click the shape ad, from the shortcut meu, choose Flip Wall o Referece Lie. Coectig ad Resizig Walls Visio cleas up corers ad other itersectios whe walls are glued together, but this coveiece goes oly so far. If you drag a Wall shape to aother positio, it separates from its frieds ad the corers fill i agai. Most of the time, what you wat Visio to do whe you drag walls is to keep the walls glued together ad legthe or shorte wall segmets as ecessary. Guides attached to Wall shapes do just that. It s easy to glue Wall shapes to guides as you costruct your pla usig oe of the followig methods: Gluig to existig guides I may cases, you begi a floor pla by draggig guides oto the drawig page as referece lies. If you drag a Wall shape oto a page ad drag its ed poits to guides, Visio glues the shape to the guide automatically. Creatig guides with the Covert to Walls commad If you covert Space shapes to Wall shapes as discussed i the sectio Covertig Spaces ito Walls, the Covert to Walls commad ca automatically create ad glue guides to the Wall shapes created durig the coversio. Right-clickig a wall shape To add a guide to a idividual Wall shape, right-click the shape ad the, from the shortcut meu, choose Add a Guide. Whe you drag a guide that is glued to a Wall shape, the Wall shape moves with the guide, ad ay Wall shapes that adjoi that Wall shape stretch or cotract. Modifyig Wall Properties ad Appearace Legth ad thickess are obvious wall properties because they are visible o a drawig. But, shape data associated with Wall shapes cotrols every wall dimesio: legth, thickess, ad height. Wall shapes iclude other shape data fields, as well as optios for chagig the appearace of walls o a pla. Chagig Wall Thickess ad Other Properties Some shape data fields for Wall shapes modify the cofiguratio of the wall itself, whereas others store data for referece or reports. Here are the shape data fields for walls ad what they do: Wall Legth Chages the legth of the wall segmet, regardless of the agle the segmet is rotated. Wall Thickess Chages the thickess of the wall segmet, that is, from oe wall surface to the other. 528

39 Layig Out Architectural ad Egieerig Plas 27 Wall Height Sets the height of the wall, which does t chage the visible outlie of the shape. However, you ca produce legeds, quatity take-offs, or bills of material based o these values. Wall Justificatio Cotrols the aligmet of the Wall shape. Cetered draws the wall thickess equally o either side of the poits you use to create the wall. Edge aligs the wall to the selectio hadles. Wall Segmet By default, this field is set to Straight for a perfectly straight segmet. If you chage this field to Curved, Visio adds a cotrol poit to the wall so you ca modify the curvature of the segmet. Base Elevatio Defies the elevatio of the bottom of the wall. Fire Ratig Specifies the fire ratig for the wall, which is useful i materials reports. To chage shape data, right-click a Wall shape ad, from the shortcut meu, choose Properties. I the Shape Data dialog box, type or select values for the fields ad click OK whe you re doe. NOTE If you modify shape data frequetly, it s easier to dock the Shape Data widow by choosig View Shape Data Widow. Whe you select a shape, its values appear i the fields. To chage or eter a value, select the field you wat to edit ad type or select a value. Chagig the Way Walls Appear By default, Visio shows walls as double lies oe lie for each wall surface although you might have to zoom i to see them. I Visio Professioal, you ca display walls i differet ways. For example, to streamlie a crowded drawig, you ca display walls as sigle lies, or show walls as double lies with a referece so that the ceterlie of the wall is easy to spot. To chage how Visio displays walls, right-click ay Wall shape o a drawig page ad, from the shortcut meu, choose Set Display Optios. Make sure the Walls tab is selected ad the select Double Lie, Double Lie Ad Referece Lie, or Sigle Lie. NOTE Chagig the display optios for walls affects all the Wall shapes o the curret drawig page but ot Wall shapes o other pages i the file. Chagig Wall Color ad Lie Style I additio to the umber of lies that represet walls, chagig colors ad lie styles for Wall shapes is a commo adjustmet. For example, architects typically use differet colors or fill patters to idetify existig walls, ew walls, or walls to be demolished. If you simply wat to make walls stad out, use the ew Theme feature (o the Formattig toolbar, click Theme). But, to show walls with specific colors that do t chage with the selected theme colors, modify the styles associated with the wall. Wall shapes use the Wall lie ad fill styles, so you ca chage color, lie style, ad fill patter, by modifyig the Wall styles. I fact, to show differet types of walls, you ll probably wat to create a few ew styles, for example, for walls targeted for demolitio. To lear how to modify ad create styles, see the sectio Formattig with Styles i Chapter

40 Part V Usig Visio for Architecture ad Egieerig Addig Doors, Widows, ad Other Opeigs Eve jail cells have doors to eter or exit, so doors, widows, ad other wall opeigs are essetial. Glue ad shape behaviors make it easy to add opeigs to walls. For example, whe you add a door or widow to a Visio Wall shape, the door or widow automatically performs the followig feats: Rotates to match the agle of the Wall shape Glues itself to the Wall shape Adjusts its width to that of the Wall shape Cleas up the Wall shape where the opeig is located Chagig the cofiguratio of a shape for opeigs is just as easy, whether you wat a door to ope to the iside or outside or swig to the left or right. NOTE These cofiguratio features are available whether you use shapes from the Walls, Doors, ad Widows stecil i Visio Stadard ad Professioal or the Walls, Shell, ad Structure stecil oly i Visio Professioal. Addig Opeigs to Walls To isert a door, widow, or other type of opeig ito a wall, simply drop a opeig shape from a stecil oto a Wall shape. The shape rotates ito positio i the Wall shape, glues itself to the Wall shape, ad chages its thickess to match the Wall shape, as show i Figure TIP By positioig the poiter o a wall edge, you ca chage the side o which a door opes. If a opeig does t rotate to match the directio of the Wall shape, the shapes are t NOTE glued together. Drag the shape over the Wall shape util you see the red square idicatig pedig glue, at which poit the shape should be rotated to match the Wall shape. Release the mouse butto to add the opeig to the wall. 530

41 Layig Out Architectural ad Egieerig Plas 27 FIGURE 27-3 Shapes for opeigs automatically adjust to match the wall thickess ad orietatio. Cotrol hadles help you chage shape cofiguratio. Drag to chage swig agle Drag to chage width of opeig Drag to switch opeig betwee iside ad outside Poit to edge of wall to set the opeig to iside or outside Modifyig Doors, Widows, ad Opeigs Shapes for doors, widows, ad other opeigs are teemig with shape data ad shortcut meu commads for cofiguratio. For example, the directio that a door swigs (i or out) or the widths of opeigs are editable as is the appearace of doors, widows, ad opeigs o each drawig page. Use oe or more of the followig methods to chage door, widow, ad opeig shapes: Reverse directio Right-click a Door, Widow, or Opeig shape, ad the, from the shortcut meu, choose Reverse I/Out Opeig. Or, drag the red circle cotrol hadle from oe side of the wall to the other. Reverse swig Right-click a Door, Widow, or Opeig shape, ad the choose Reverse Left/Right Opeig. Repositio opeig Drag the shape to a ew positio i the Wall shape. Visio heals the opeig i the Wall shape at the origial positio ad cleas up the Wall shape at the ew locatio. 531

42 Part V Usig Visio for Architecture ad Egieerig Modify dimesios ad other attributes Ope the Shape Data widow (choose View Shape Data Widow) ad the select the shape whose data you wat to chage. I the Shape Data Widow, type or select ew field values. For example, with the Double- Door shape, you ca specify the width of the door, its height, the type of door, the percetage that the door is ope o the page, its umber, its fire ratig, ad its base elevatio. CROSS-REF If you track buildig compoets i a database, you ca import that data ito shape data, as described i Chapter 10. Chage the door ad widow compoets that appear Depedig o the desity of compoets, you might wat to show every last detail of doors ad widows or just the geeral outlie of opeigs. For example, Visio displays the widow frame ad sash by default, but you ca also show the header ad sill. To chage the compoets you see, do the followig: a. Right-click ay Door or Widow shape o a drawig page ad, from the shortcut meu, choose Set Display Optios. b. O the Doors or Widows tab, select the check boxes for the compoets you wat to see ad the click OK. Chagig the display optios for Door or Widow shapes affects the shapes oly o the curret drawig page, so you must repeat this step for each drawig page you wat to chage. Set default cofiguratios Whe you use stadard sizes, you ca specify default properties for doors ad widows. For example, you ca set the width of the door frame to three feet so that every Door shape you add uses those dimesios. To do so, rightclick a Door or Widow shape ad, from the shortcut meu, choose Set Display Optios (available oly i Visio Professioal). O the Doors or Widows tab, click Properties. I the Set Door Compoet Properties or Set Widow Compoet Properties dialog box, specify the default properties you wat ad the click OK. These settigs affect oly the curret drawig page, so you must redefie these defaults for every page to which you wat to apply them. Creatig Door ad Widow Schedules For costructio projects, door ad widow schedules idetify each door ad widow i a set of costructio plas ad specify their dimesios ad other attributes, so that the right compoets are istalled i the right places. I Visio Professioal, you ca use reports to create door ad widow schedules that automatically collate iformatio about the Door ad Widow shapes o your drawig. For example, the default Door Schedule report shows door umber, door size, door type, ad thickess. The default Widow Schedule report icludes widow umber, size, ad type. The easiest way to produce a door or widow schedule is to drag a Door Schedule or Widow Schedule shape from the Walls, Shell ad Structure stecil oto the drawig page. These tabular shapes use the existig schedule report defiitio. If you wat to show other shape data or customize the report, you ca modify the report settigs, as described i Chapter

43 Layig Out Architectural ad Egieerig Plas 27 Addig Cubicles ad Furiture I Visio Stadard, the Office Layout template is the oly pla template available, but it icludes the most frequetly used shapes, icludig basic buildig compoets, office furiture, office equipmet, office accessories, ad cubicles. If you use Visio Professioal, you ca create more detailed floor plas with the Floor Pla template ad choose from a broader rage of shapes from the Cubicles, Office Accessories, Office Equipmet, ad Office Furiture stecils. There are two ways to add cubicles ad furiture to plas: usig predefied shapes that iclude the cubicles ad their cotets or addig each compoet idividually. This sectio describes both methods. Layig Out Office Cubicles The Cubicles stecil has shapes that cotai preassembled sets of cubicle walls, furiture, ad equipmet. As log as these ready-made Workstatio shapes have the compoets you wat, it s easy to lay out a office simply by draggig shapes oto the drawig page. You ca build custom workstatio shapes to coform to your orgaizatio s cubicle ad office stadards. CROSS-REF See Chapters 32 ad 33 to lear how to customize shapes ad store them o custom stecils. If the built-i shapes are t what you wat ad you re ot ready to customize shapes ad stecils, you ca resort to buildig cubicles piece by piece with Pael shapes, Pael Post shapes, ad shapes for work surfaces ad storage uits from the Cubicles stecil. Similarly, free-stadig pieces such as Roud Table ad Stool shapes from the Office Furiture stecil ca joi a collectio of shapes for a cubicle or workstatio. Whe you have the cubicles cofigured the way you wat, the best approach is to create a group of the shapes ad copy the group to lay out the rest of the office. To create a cubicle from compoets, follow these steps: 1. From the Cubicles stecil, drag Pael or Curved Pael shapes oto the drawig page. To resize paels or chage their orietatio, drag the eds of the shapes. 2. To coect paels, follow these steps: a. Drag a Pael Post shape oto the page ad glue it to oe ed of a Pael shape. Visio highlights the coectio poit i red to idicate that the two shapes are glued. b. Drag the ed of the adjacet Pael shape ad glue it to a coectio poit (a blue asterisk) o the Pael Post shape. The Pael shape rotates ito positio based o the coectio poit you choose. For example, if you drag a ed of a vertically orieted Pael shape over the coectio poit o the right side of a Pael Post shape, the Pael shape switches to horizotal. 3. To add furiture ad equipmet to a cubicle, drag oe or more of the followig shapes ito the cubicle: Modular work surfaces From the Cubicles stecil, drag shapes such as Work Surface or Corer Surface ad positio them ext to Pael shapes. To oriet the shapes withi the cubicle, use the shapes rotatio hadles or the Rotate or Flip commads o the Shape meu. 533

44 Part V Usig Visio for Architecture ad Egieerig NOTE Modular storage uits From the Cubicles stecil, drag shapes such as Storage Uit ad positio them withi the area defied by Pael shapes. Suspeded shelves ad lateral files From the Cubicles stecil, drag shapes such as Susp Ope Shelf or Suspeded Lateral File o top of shapes for modular work surfaces. These shapes must alig with the Paels i the cubicle because, i real life, they hag from the cubicle paels. Chairs ad other free-stadig furiture From the Office Furiture ad Office Accessories stecils, drag shapes ito the cubicle area. Computers ad other equipmet From the Office Equipmet stecil, drag shapes ito the cubicle area. You ca also ehace cubicles by addig ay shapes from the Cubicles stecil, Office Furiture stecil, Office Equipmet stecil, or Office Accessories stecil to Visio built-i Workstatio shapes or your customized workstatios. Coectig Modular Furiture The shapes o the Office Furiture stecil are easy to coect because of the iward/outward coectio poits they cotai (see Chapter 33 for a explaatio of the differet types of coectio poits). Modular furiture shapes glue ad rotate to alig with each other, similar to the Pael ad Pael Post shapes for cubicles. Labelig ad Numberig Plas Buildig plas are like other types of drawigs whe it comes to aotatio. Text blocks, Callout shapes, ad the text blocks withi shapes themselves all have their place for showig iformatio, otes, ad commets. Because buildig plas are scaled drawigs, you ll usually add Dimesio shapes to show the distaces represeted o the pla. I additio to these techiques, the Label Shapes add-o was developed specifically for buildig plas, although it s just as hady for labelig shapes o other types of drawigs. With the Label Shapes add-o, you ca display up to four shape data fields i labels o the shapes. For example, for a cubicle, you might display the perso who sits there, the telephoe umber, the cubicle umber, ad departmet. You ca also import data ito the labels from other data sources. The Number Shapes add-o is aother tool you ca t do without whe workig o plas, such as umberig the colums i a structural pla. This add-o umbers shapes i sequece or i the order you choose ad uses the umberig scheme you specify, such as A-1 or Off-200. To lear how to use the Number Shapes add-os, see Chapter 6. The Label Shapes add-o is described i Chapter 28. Ad, of course, you ca also label shapes with the ew Data Graphics feature, described i Chapter

45 Layig Out Architectural ad Egieerig Plas 27 To coect modular furiture, follow these steps: 1. From the Office Furiture stecil, drag a modular furiture shape, such as 45 Deg Table, oto the drawig page. 2. Drag a coectio poit o a secod modular Office Furiture shape ad positio the poiter over a coectio poit o the first shape. Whe Visio highlights the coectio poits with a red square ad rotates the secod shape ito the proper positio, release the mouse butto. Modifyig Cubicles Predefied cubicles take care of addig cubicle walls, work surfaces, office equipmet, ad other furiture i oe step. But, the built-i Visio Workstatio shapes might ot be set up the way you wat. If a Workstatio is close to what you eed, you ca modify oe Workstatio shape ad duplicate it to populate your pla. For more sigificat chages or to create several versios of workstatios, it s more effective to create a custom stecil of Workstatio shapes, as described i Chapters 32 ad 33. To modify a sigle cubicle or workstatio, follow these steps: 1. From the Cubicles stecil, drag oe of the Workstatio shapes, such as a L workstatio, oto the drawig page. The Workstatio is a group of shapes with group selectio hadles. 2. To chage the size of the cubicle, drag the Workstatio shape s selectio hadles. Shapes such as Paels ad Work Surfaces resize automatically to match the ew cubicle size. Shapes with fixed dimesios, such as chairs ad suspeded shelves do ot chage size, but might move withi the boudary of the cubicle. 3. To move, delete, or format a idividual compoet withi the cubicle, select the Workstatio shape ad the subselect the idividual shape iside it. Drag the shape to repositio it. Press Delete to delete it. Choose stadard formattig commads to reformat it. 4. To add furiture or equipmet to the cubicle, drag a shape, such as Telephoe, from the Office Equipmet stecil, oto the Workstatio shape. With the Workstatio shape selected, Shift-click the ew shape, ad the choose Shape Groupig Add to Group. 5. To copy the Workstatio shape, press Ctrl+D to create a duplicate ad the drag it ito positio. If the office layout is laid out o a grid, you ca also use the Array Shapes commad to TIP create Workstatio shapes at regular itervals both vertically ad horizotally. For iformatio o usig Array shapes, see Chapter

46 Part V Usig Visio for Architecture ad Egieerig Layig Out Plat Floors I additio to layig out smaller areas, Visio icludes the Plat Layout template (Visio Professioal oly) for plaig productio lies ad equipmet layouts for maufacturig plats ad distributio ceters. As with other types of floor plas, you ca start by creatig a drawig with the Plat Layout template, or by layig out shapes over a existig Visio or CAD pla drawig. The Plat Layout template opes some stecils you ll see with other pla templates, but it also opes a few specific to plat layout, icludig the followig: Shop Floor Machies ad Equipmet Icludes shapes for machies such as lathes, saws, drill presses, ad so o Shop Floor Storage ad Distributio Icludes shapes for equipmet such as forklifts, craes, shelves, ad racks Vehicles Icludes shapes for cars, trucks, buses, ad shapes that also show turig radii for vehicles Warehouse Shippig ad Receivig Icludes shapes for shippig doors, cotaiers, craes, ad so o The shapes o these stecils iclude the selectio ad rotatio hadles you kow from other types of shapes. A few also iclude cotrol hadles for repositioig parts of the shape. However, these shapes are meat to stad aloe ad, therefore, do t iclude coectio poits for gluig the shapes together. May of the shapes iclude shape data for specifyig the size of equipmet, the departmet to which it is assiged, or asset umber. Creatig Buildig Services Plas The equipmet ad services required to keep a buildig ruig are a lot more tha just buildig walls, opeigs, ad furishigs. If you ve ever bee stuck at work whe the power goes out, you already kow how importat electrical service is to gettig ay work doe. Visio Professioal icludes templates for each buildig service, icludig electrical, plumbig, HVAC, ad security systems. Most of the buildig services shapes iclude shortcut commads ad shape data for selectig the type of compoet, specifyig compoet dimesios, or cofigurig the shapes i umerous ways. I additio, these shapes come with layer assigmets so it s easy to maage buildig services plas with layers. To lear more about usig backgroud pages, see Chapter 2. Chapter 26 describes how CROSS-REF to use layers to cotrol shapes. Chapter 29 discusses the use of CAD drawigs withi Visio drawigs. 536

47 Layig Out Architectural ad Egieerig Plas 27 Addig HVAC Services A few hours workig i a office buildig whe the air coditioig is tured off is all it takes to make HVAC a essetial buildig service. Visio Professioal offers two types of HVAC plas. A HVAC Pla shows the ductwork, registers, ad diffusers that deliver ad exhaust air. A HVAC Cotrol Logic diagram represets the sesors ad cotrol equipmet that determie the quatity ad temperature of air that s delivered. Drawig HVAC Plas The HVAC Pla template i Visio Professioal automatically opes the stecils with HVAC equipmet ad ductwork. To add HVAC shapes to a existig drawig, ope the same stecils by choosig File Shapes Maps ad Floor Plas ad the selectig the followig stecils: HVAC Equipmet Icludes pumps, codesers, fas, ad other types of HVAC equipmet HVAC Ductwork Icludes ducts, juctios, ductwork coectios, ad trasitios Registers, Grills ad Diffusers Icludes shapes for opeigs that deliver, remove, or diffuse air The HVAC Pla also opes the Drawig Tool Shapes stecil, which is also available whe you choose File Shapes Extras Drawig Tool Shapes. This stecil icludes shapes that costruct geometry useful i buildig ductwork. Separatig Buildig Services from the Basic Buildig Buildig services plas use the exterior walls, structural elemets, buildig core, iterior walls, ad, i some cases, cubicles to show where compoets such as sprikler heads ad electrical outlets go. I Visio, placig the basic buildig o a backgroud page meas that each buildig services pla ca display the same basic pla for referece. If you build each buildig service pla o a differet page i the same drawig file, you ca associate the buildig pla backgroud page with each buildig service pla foregroud page. Usig a backgroud page also prevets you from iadvertetly modifyig the basic buildig pla as you work o buildig services. Aother approach is to add all the buildig service pla shapes to the same drawig page. I this case, layers o the drawig page act as separators, so you ca tur off the layers you do t wat to see for a specific pla. For example, you could tur off the HVAC layer whe you re documetig the electrical service pla. With layers, you ca protect the basic buildig compoets from editig by lockig layers, such as Buildig Evelope, Wall, ad Stair. If you ve imported a CAD drawig as a backdrop, you also lock that drawig agaist editig. To do so, right-click the drawig ad the, from the shortcut meu, choose CAD Drawig Object Properties. I the CAD Drawig Properties dialog box, o the Geeral tab, make sure both the Lock Size ad Positio check box ad the Lock Agaist Deletio check box are checked. 537

48 Part V Usig Visio for Architecture ad Egieerig To lay out HVAC ductwork ad equipmet, follow these steps: 1. Create a ew drawig with the HVAC Pla template. You ca also ope a existig floor pla page, a page with a imported CAD drawig, or isert a ew page i a floor pla drawig file. 2. To keep shape data easily accessible, ope the Shape Data widow by choosig View Shape Data Widow. 3. Drag shapes that represet ductwork from the HVAC Ductwork stecil oto the drawig page. 4. To chage the dimesios of a Ductwork shape, such as Straight Duct or Y Juctio, use oe of the followig methods: Selectio hadles Drag selectio hadles to chage the legth or width of ducts. Cotrol hadles Drag cotrol hadles to chage the agle of braches o ducts. Eter dimesios If the Shape Data widow is ope, select the Ductwork shape ad the, i the Duct Legth or Duct Width box, type the ew legth or width, respectively. 5. To coect Ductwork shapes o the drawig page, drag a coectio poit o oe Ductwork shape to a coectio poit o the ext Ductwork shape. For example, drag from a Brach Duct shape to the shape that represets the mai duct. Visio highlights the coectio poits with a red square to idicate they re glued ad rotates the secod Ductwork shape to match the orietatio of the first. NOTE If you drag a Ductwork shape from a stecil, coect it to a Ductwork shape o the page by gluig oe of its coectio poits to a coectio poit o the existig shape. 6. To chage attributes for some ductwork shapes, right-click a shape ad, from the shortcut meu, choose a commad. For example, you ca choose betwee Rectagular Duct ad Circular Duct or specify whether the eds are ope or closed. 7. To label ducts, use oe of the followig methods: Show duct size Right-click a Ductwork shape ad, from the shortcut meu, choose Show Duct Size. Shapes that represet rectagular ducts show the duct width ad depth. Shapes that represet circular ducts show the diameter followed by the diameter symbol. Add a text label As with other shapes, you ca select a shape ad type the label text you wat. See Chapter 6 for istructios o workig with shape text labels. 8. To add registers, grills, diffusers, ad other types of HVAC equipmet, drag shapes from either the Registers, Grills, ad Diffusers stecil or the HVAC Equipmet stecil ad drop them o top of Ductwork shapes. These shapes do t glue to Ductwork shapes or rotate to match the orietatio of Ductwork shapes. However, draggig the rotatio hadles o these shapes chage their orietatio. 538

49 Layig Out Architectural ad Egieerig Plas 27 Documetig HVAC Cotrol Logic HVAC Cotrol Logic diagrams show the sesors, equipmet, ad wirig that cotrol the HVAC air flow system draw o a HVAC pla. Ulike the HVAC Pla template, the HVAC Cotrol Logic Diagram template creates uscaled schematic drawigs by default. These schematics are sigle-lie or double-lie drawigs that represet ducts, sesors, ad mechaical equipmet to cotrol the HVAC system. The built-i shapes for sesors, equipmet, ad ductwork are all the same width, so the cotrols alig icely with ductwork as show i Figure FIGURE 27-4 Ducts ad sesor shapes fit together so cotrol diagrams are literally a sap to build. Visio cleas up the itersectios betwee ducts The aligmet boxes for devices match duct width so they sap ito place May of the HVAC cotrol shapes use shape data to cofigure cotrols more precisely. The values i drop-dow lists vary from cotrol shape to cotrol shape, but the shape data fields are as follows: Cotrol Choose Cotrol if the shape represets equipmet that cotrols what the HVAC system does. Choose Sesor if the shape represets a sesor that measures some aspect of the HVAC system, such as temperature or humidity. Type This field icludes values for differet variatios of the device. For example, the Light shape icludes Not Assiged, Solar Radiatio, Ambiet Space, Occupacy, ad Other. Limit Switch This field specifies whether the device has a shut-off switch that activates whe the eviromet hits a high or low value. The choices iclude Noe, LowLimit, HighLimit, ad Both. 539

50 Part V Usig Visio for Architecture ad Egieerig Reset Switch Choose either Noe or Maual depedig o whether the device icludes a switch to reset it. B-O-M Tag If you use the Visio diagram to build a bill of materials for the HVAC cotrols, i this field, type the ID for the device. Part Number To track part umbers, for example, to fid devices quickly i case of a recall, type the part umber i this field. Start a ew HVAC Cotrol Logic diagram by choosig File New Maps ad Floor Plas HVAC Cotrol Logic Diagram. If you wat to iclude the cotrol diagram i a existig drawig file, create a ew drawig page ad ope the HVAC Cotrol ad HVAC Cotrol Equipmet stecils. Use oe or more of the followig techiques to costruct the diagram itself: Add referece lies to the diagram If you re buildig the diagram from scratch, drag guides from the horizotal ad vertical rulers to provide referece poits for addig ducts to the diagram. Add ducts From the HVAC Cotrols Equipmet stecil, drag Duct shapes, such as Duct, Retur Duct, or Supply Duct, oto the drawig page ad glue them to guides, the dyamic grid, or to other duct shapes. Whe ducts appear as double lies, add ducts to the diagram by positioig a ed poit of oe Duct shape at the ceterlie of aother Duct shape. If the ducts are perpedicular, the itersectio betwee the ducts does t show ay overlappig lies. If the itersectio betwee ducts does t show a opeig, as show i Figure 27-4, right-click the Duct shape you are addig ad choose Shape Brig to Frot. TIP To show oly the ceterlies of ducts, right-click ay Duct shape ad, from the shortcut meu, choose Sigle Lie Ducts. Add equipmet From the HVAC Cotrols Equipmet stecil, drag Equipmet shapes, such as Cetrifugal Fa or Humidifier, oto the drawig page ad place them o top of Duct shapes. Add cotrols From the HVAC Cotrols stecil, drag Sesor shapes, such as Timer or Light, oto Duct shapes o the drawig page. The aligmet boxes for these shapes match the width of Duct shapes so they sap ito place, as illustrated i Figure Cofigure equipmet ad sesors I the Shape Data widow, chage the values for the shape data fields. If the Shape Data widow is t ope, you ca also right-click a shape ad choose Properties from the shortcut meu. Resize ducts Drag duct ed poits. If you wat to costrai the Duct shape to its curret rotatio, press Shift as you drag its ed poit. Move ducts ad cotrols If a Duct shape is glued to a guide, draggig Equipmet ad Sesor shapes oto the Duct shape also glues those shapes to the guide. To repositio the Duct shape ad all of its associated Equipmet ad Sesor shapes, drag the guide to a ew locatio. Glue horizotal Duct shapes to horizotal guides, ad vertical Duct shapes to vertical guides. 540

51 Layig Out Architectural ad Egieerig Plas 27 Creatig Reflected Ceilig Plas The Reflected Ceilig Pla template does t iclude ay tools specifically for creatig reflected ceilig plas, so you ca actually start with ay pla template you wat. For the ceilig grid itself, drawig tools, guides, ad the Array Shapes commad do the trick. After the ceilig grid is costructed, ope the Electrical ad Telecom stecil ad the Registers, Grills, ad Diffusers stecil (if they are t ope already) ad drag shapes for light fixtures, air diffusers, ad smoke detectors oto the pla. Ceilig grids ofte repeat the same patter of tiles ad devices throughout most of a buildig. Because of this, a shortcut for producig a etire reflected ceilig pla is to draw a portio of the grid icludig ceilig tiles ad ceilig-mouted equipmet. The, you ca use the Array Shapes commad to repeat that patter of tiles ad equipmet throughout the rest of the buildig. Follow these steps to reproduce a ceilig grid patter: NOTE 1. Drag guides oto the page to defie referece poits for oe or more ceilig tiles. For example, positio horizotal ad vertical guides alog the bottom ad left edges of a corer ceilig tile. 2. Because Visio does t iclude a ceilig tile shape, use the Rectagle tool to create a ceilig tile. 3. Copy the ceilig tile to create all the tiles for the part of the ceilig grid that repeats. For example, if a array of four ceilig tiles represets the repeatig patter of tiles ad ceilig-mouted equipmet, use the Array Shapes commad, Ctrl+D (Duplicate), or a combiatio of Ctrl+C ad Ctrl+V (Copy ad Paste) to create the additioal ceilig tiles. 4. If the ceilig-mouted equipmet is located at regular itervals i the grid, from the Electrical ad Telecom stecil, drag lightig shapes oto the drawig. From the Registers, Grills, ad Diffuser stecil, drag Diffuser shapes oto the drawig. If the ceilig-mouted equipmet is ot located at regular itervals or some rooms have special equipmet, drag that equipmet oto the drawig after creatig the array of repeatig equipmet. 5. Select the shapes for the ceilig tiles ad ceilig-mouted equipmet that you wat to repeat. 6. Choose Tools Add-Os Visio Extras Array Shapes. 7. I the Array Shapes dialog box, set the Spacig for Rows ad Colums to zero, select the Betwee Shape Edges optio, ad the click OK. The Betwee Shape Edges optio creates the ext set of shapes i the array at the rightmost ad topmost edge of the first set. Addig Electrical ad Telecom Services The Electrical ad Telecomm stecil icludes shapes for lightig fixtures, electrical switches, outlets, ad other electrical devices for a home, buildig, or maufacturig plat. Start a diagram from scratch by choosig File New Maps ad Floor Plas Electrical ad Telecom. Because the Electrical ad Telecomm template does t iclude ay specialized commads, it s ofte easier to 541

52 Part V Usig Visio for Architecture ad Egieerig ope the Electrical ad Telecom stecil (File Shapes Maps ad Floor Plas Buildig Pla Electrical ad Telecom) while you work o a existig floor pla. Most of the shapes o the Electrical ad Telecom stecil iclude shape data for specifyig differet types of electrical devices. For example, the Switch Type property for the Switches shape ca chage the switch betwee Sigle Pole, 3 Way, 4 Way, Timer, ad Weatherproof switches. Although the basic shape might stay the same, chagig the type adds other graphics that idicate the specific type of compoet. A few shapes iclude shortcut meu commads for cofiguratio, such as Flip Orietatio, which flips the Switches shape about the horizotal or vertical access, depedig o whether you wat to attach the switch to a wall o the left or right side of a room. Although switches ad outlets are associated with walls i floor plas, Visio shapes for switches ad outlets do t rotate ito positio as Door ad Widow shapes do. To correct this omissio, drag the rotatio hadle o the shape to rotate the shape ito positio. You ca also rotate a shape to the left or right by 90 degrees by selectig the shape ad the pressig Ctrl+L or Ctrl+R. Visio also does t offer a tool to draw wirig betwee electrical devices. You ca use the Freeform tool or Pecil tool to draw coectios betwee devices. To add wirig betwee two shapes, select the Freeform tool, drag from a coectio poit o the first shape, ad drag slowly to the coectio poit where the wire eds. CROSS-REF To lear about the Freeform tool, see Chapter 4. Addig Plumbig The Plumbig ad Pipig Pla template creates a ew scaled drawig ad opes stecils with shapes you ca use to show pipes, valves, ad fixtures for water supply ad wastewater disposal systems. You ca start a diagram from scratch by choosig File New Maps ad Floor Plas Plumbig ad Pipig Pla, but you ca also ope the followig stecils by choosig File Shapes Maps ad Floor Plas Buildig Pla while you work o a existig floor pla: Pipes ad Valves Pipes 1 ad 2 These two stecils iclude dozes of liear shapes that represet pipelies ad pipelie devices. Drag shapes for pipelies oto the page ad glue each ed to coectio poits o fixtures or plumbig equipmet. You ca resize pipelie shapes by draggig their ed poits. Pipes ad Valves Valves 1 ad 2 These two stecils iclude all kids of valves you ca glue to the eds of pipelie shapes. For shapes that iclude shortcut commads or shape data, such as the I-lie Valve shape, right-click the shape ad choose a cofiguratio commad from its shortcut meu or select a value i a shape data field. Plumbig This stecil offers stadard plumbig shapes, icludig Boiler, Radiator, Toilet, ad Bath. Bathroom shapes iclude both top view ad side view shapes so you ca show how fixtures are coected i a pla or cutaway view. 542

53 Layig Out Architectural ad Egieerig Plas 27 Addig Security ad Access Systems Ufortuately, good security becomes more importat every day. Whether you re desigig a stateof-the-art security system for a top-secret developmet facility or settig up electroic access for a home or office buildig, the Security ad Access Pla template helps prepare a diagram of security ad buildig access features. You ca start a diagram from scratch by choosig File New Maps ad Floor Plas Security ad Access Pla, but you ca also ope the followig stecils (File Shapes Maps ad Floor Plas Buildig Pla) while you work o a existig floor pla: Alarm ad Access Cotrol Icludes shapes for card readers, keypads, cameras, ad other access devices Iitiatio ad Auciatio Icludes shapes for pagig ad alarms Video Surveillace Icludes shapes for motio detectors, cameras, ad other video equipmet Most of the shapes o the Security ad Access stecils iclude shape data for specifyig differet device cofiguratios. For example, the Mout Type property, which is associated with umerous shapes, specifies whether the device is mouted o the ceilig, o the wall, flush, hidde, or i other ways. O the drawig page, the shape label chages to reflect the type of moutig, the type of techology, ad the fuctio type. Creatig Site ad Ladscapig Plas Site plas (available oly i Visio Professioal) come i two flavors, depedig o the type of site iformatio you wat to show. Ladscapig plas ca be as itimate as a backyard garde for a tow home showig plats, feces, the sprikler system, steppig stoes, ad recreatioal elemets. Coversely, site plas ofte represet a much larger area ad show ladscapig, irrigatio, parkig, driveways, ad traffic maagemet features. For smaller sites, a existig buildig pla is a perfect place to start. You ca use the buildig pla as a backgroud ad add site details o a foregroud drawig i relatio to the buildig. For larger sites, a separate site pla is usually required simply because the larger area eeds a smaller scale to fit oto the drawig page. To create a site pla from scratch, choose File New Maps ad Floor Plas Site Pla. Visio creates a ew drawig usig a civil egieerig scale of 1" = 10'0". This scale fits a site 360 feet by 240 feet o the architectural drawig page. If your site is larger tha that, you ca choose predefied civil egieerig scales up to 1" = 100'0" or you ca set a custom scale. If you use a existig buildig pla, your buildigs are already o the drawig page. However, whe you start a ew site pla with the Site Pla template, you must draw buildig outlies usig drawig tools such as Lie, Rectagle, or Pecil. 543

54 Part V Usig Visio for Architecture ad Egieerig Addig Ladscapig Elemets Several stecils provide shapes for the platigs ad costructed ladscapig features. These shapes work equally well for commercial ladscapig ad home garde layouts. Drag shapes from the followig stecils to add ladscapig elemets to the site pla: Garde Accessories Icludes shapes for feces, posts, ad gates; ad shapes for surfaces, such as flagstoe, brick pathways, cocrete, driveways, ad patios. Irrigatio Icludes shapes for irrigatio lies, spray heads, valves, ad other devices. These shapes iclude shape data for specifyig differet types of irrigatio devices. Platig Icludes shapes for differet types of trees, shrubs, hedges, ad potted plats. Label plats with both commo ames ad plat descriptios with the Plat Callout shape. Sport Fields ad Recreatio Icludes shapes for recreatioal equipmet, such as pools, swig sets, ad differet types of sports fields. Ladscapig elemets ofte ed up positioed at regular itervals, whether you are platig a grid of palm trees or costructig a brick sidewalk. To create ad arrage shapes at regular itervals vertically ad horizotally, use the Array Shapes commad. CROSS-REF To lear how to apply the Array Shapes commad, see Chapter 4. Workig with Roads ad Parkig Lots The Site Pla template opes both the Parkig ad Road stecil ad the Vehicles stecil. The Parkig ad Road stecil iclude shapes for roads, driveways, parkig stalls ad lots, sidewalk ramps, ad traffic islads. By addig shapes from the Vehicles stecil to the pla, you ca make sure that vehicles of differet sizes ca avigate the site. Creatig Roads ad Parkig Lots To create roads ad parkig lots, follow these steps: 1. Drag guides oto the drawig page to mark referece poits for the perimeter of the site, roads, ad parkig stalls. 2. Drag Curb ad Driveway shapes oto the drawig page. To coect Curb ad Driveway shapes, use the Lie tool to draw lies betwee the shapes. 3. To add parkig strips, stalls, ad islads, drag shapes from the Parkig ad Roads stecil oto the drawig page. Glue their ed poits to guides o the page to simplify repositioig them. 4. Parkig stall shapes ad parkig strip shapes glue to the ed poits or cotrol poits of Islad shapes. Simply drag parkig stall or parkig strip shapes to Islad shapes ad drop them ito place whe Visio highlights their coectio poits with red boxes. 544

55 Layig Out Architectural ad Egieerig Plas If you drag idividual Parkig Stall shapes oto the page ad glue them to a guide, you ca repositio all the Parkig Stall shapes at oce by draggig the guide to which they are glued. 6. Drag shapes from the Vehicles, Site Accessories, ad Platig stecils, to show vehicles, parkig lot compoets, drais, outdoor furiture, ad plats. Glue shape ed poits to guides. Modifyig Parkig ad Road Shapes Parkig ad Road shapes iclude selectio ad cotrol hadles for recofigurig the shapes. Ulike mall parkig at holiday time, some shapes, such as the Parkig Strip shape, are extedable, ad add additioal parkig stalls as you drag the selectio hadle at either ed of the shape. Other shapes iclude cotrol hadles, such as the cotrol hadle o the Radial Strip shape, which chages the umber of stalls as you drag it, as show i Figure FIGURE 27-5 Use glue ad cotrol hadles to positio ad cofigure parkig stalls. Drag cotrol hadle to chage the umber of stalls Glue parkig shapes to islads Text block showig properties of the parkig shape 545

56 Part V Usig Visio for Architecture ad Egieerig TIP To fid out what a cotrol hadle does, positio the poiter over the cotrol hadle util the scree tip appears. Some shapes iclude shape data for further cofiguratio. For example, the Parkig Strip ad Parkig Stall shapes iclude a Stall Agle shape data field. By default, Visio parkig stalls are orieted at sevety degrees. To create straight parkig stalls, o the drawig page, right-click a Parkig Strip or Parkig Stall shape ad, from the shortcut meu, choose Properties. I the Stall Agle box, type 90deg. ad click OK. The values i the Stall Width ad Stall Legth fields determie the size of the parkig stall, which is ideal for creatig parkig stalls for compact cars ad moster trucks alike. Shapes with curves, such as Curbs, iclude a Radius property that cotrols the radius of the curve o the shape. Some Parkig shapes iclude shortcut commads to recofigure the shape. For example, with the Radial Strip shape, you ca choose Stalls Iside or Stalls Outside from the shortcut meu to chage whether the stalls face the iside radius or outside radius for the shape. Drawig Directioal Maps Aother type of Visio drawig that covers a eve larger area tha that of site plas is the directioal map. With the Directioal Map template, you ca create road maps that show how to drive to your destiatio, or metro maps that help users avigate the trasportatio system i a city. These maps ca iclude roads, trasportatio lies, as well as ladmarks. I Visio, three-dimesioal Directioal Map shapes make it easy to reder small geographic areas, such as villages or tows, with appealig ad colorful three-dimesioal shapes. By default, Visio creates maps without scale, but you ca idicate a approximate scale by addig text to a Scale shape. NOTE The Directioal Map templates are available i both Visio Stadard ad Visio Professioal. Creatig Road ad Metro Maps To create a directioal map, follow these steps: 1. Choose File New Maps ad Floor Plas Directioal Map. 2. To add roads to the map, drag a shape, such as Road Square, Curve 2, or Railroad from the Road Shapes stecil oto the drawig page. You ca resize Road shapes by draggig their ed poits. 3. To specify the thickess of a Road shape, right-click the shape ad, from the shortcut meu, choose Thi, Stadard, Thick, or Custom. If you choose Custom, drag the cotrol hadle to specify the thickess you wat. To chage the directio of a Road shape, right-click the shape ad choose oe of the TIP Rotate or Flip commads. You ca also click Rotate or Flip buttos o the Actio toolbar or use keyboard shortcuts such as Ctrl+L ad Ctrl+R to rotate a shape iety degrees to the left or right. 546

57 Layig Out Architectural ad Egieerig Plas To simplify movig multiple road segmets at oce, glue Road shapes to guides ad the drag the guides to repositio the shapes. 5. Drag 3-Way, 4-Way, Roudabout, ad Iterchage shapes oto the drawig page to represet itersectios. Glue ed poits for Road shapes to coectio poits o the itersectio shapes. 6. Idetify umbered roadways by draggig shapes, such as Iterstate ad State Route, oto the page ear the Roadshape you wat to idetify. Double-click the idetifier shape ad type the iterstate highway umber, route umber, or road umber. 7. To draw metro or subway systems, use shapes o the Metro Shapes stecil. These shapes work similarly to Road shapes, but also iclude shapes to show statios ad stops. 8. To idicate ladmarks such as lakes, rivers, airports, malls, schools, ad hospitals, drag the appropriate shapes oto the map. You ca drag selectio hadles to resize Ladmark shapes i oe directio or proportioally. 9. To add trasportatio sigs, such as oe-way street sigs or freeway exits, drag shapes from the Trasportatio Shapes stecil. 10. To idicate the locatio of recreatioal areas, drag shapes from the Recreatio Shapes stecil. Modifyig Roads ad Itersectios Visio Road shapes are quite simple, but the combiatio of straight, curved, ad flexible Road shapes do a good job of represetig roads for a directioal map. The followig are some methods for modifyig roads ad itersectios o a map: Set Default Road Thickess To specify the thickess for differet types of roads, make sure o shapes are selected ad the right-click the drawig page ad choose Data Shape Data. I the Shape Data dialog box, type values for Road Width, Primary Route Width, Narrow Road/Street Width, ad Metro Width. 3-way ad 4-way itersectios ad iterchages To chage the thickess of itersectio roadways, right-click the shape ad, from the shortcut meu, choose the thickess you wat (Thi Road, Stadard Road, Thick Road, or Custom). All arms of the shape chage to the same thickess. To chage the legth of vertical or horizotal itersectio arms, drag the selectio hadles o the sides or the top ad bottom of the shape. To legthe all the arms, drag oe of the corer selectio hadles. Flexible roads or flexible metros To chage the thickess of itersectio roadways, right-click the shape ad, from the shortcut meu, choose the thickess you wat. Use oe or more of the followig methods to modify a flexible shape: Chage a curve To repositio poits or redefie a curve, o the Drawig toolbar, click the Pecil tool. Drag a vertex or selectio hadle. Add a vertex Click the Pecil tool o the Drawig toolbar. The Ctrl-click the shape where you wat to add the vertex. 547

58 Part V Usig Visio for Architecture ad Egieerig Aotatig Maps Basic Visio aotatio techiques are all you eed to add otes to your directioal maps. The Ladmark Shapes stecil icludes several Text Block shapes for addig text at differet fot sizes. You ca use the Callout shape to add text ad poit it to a elemet o the map. Shapes o the Ladmark Shapes stecil idicate scale ad directio for maps. Although maps are uscaled by default, a Scale shape o the drawig page ca idicate a approximate scale of the map. Select the Scale shape ad type the total distace that the shape represets. To idicate directio, drag either the Directio or North shape oto the drawig page. Drag the rotatio hadles o either of these shapes so that orth is poitig i the right directio. Usig 3-D Map Shapes Three-dimesioal directioal maps are perfect for producig illustrated maps or tourist guides. These maps are t to scale, but show buildigs, roads, ad ladmarks i a isometric threedimesioal view. To create a three-dimesioal map, you choose File New Maps ad Floor Plas Directioal Map 3-D ad the drag ad drop shapes from the Directioal Map Shapes 3-D stecil oto the drawig page. You use stadard Visio techiques to work with these shapes, icludig the followig: Draggig selectio hadles to resize the shapes Usig Ctrl+D to quickly duplicate shapes, such as road segmets Usig rotatio hadles to rotate shapes Groupig shapes so you ca move them as oe Addig text to shapes by selectig the shape ad typig Summary Visio Professioal icludes templates for umerous types of architectural ad egieerig plas, as well as directioal maps. By placig the shapes for the buildig shell ad core o a backgroud page, they are readily available as referece for the compoets for other types of plas, such as buildig services. Most of the shapes for architectural ad egieerig plas iclude shortcut meu commads, cotrol hadles, ad shape data for modifyig shape cofiguratio. I additio, shape data is equally effective for creatig compoet schedules ad other types of reports. Directioal maps show larger areas tha buildig or site plas. Although they are uscaled i Visio by default, they still represet real-world distaces. You ca drag ad glue shapes together to depict roads, metros, ad ladmarks for road ad city maps. 548

59 Plaig Space ad Maagig Facilities Space plas are valuable tools from the very first thoughts about buildig desig to the ogoig maagemet of facilities after they re built ad occupied. Early o, space plas help determie the optimal arragemet of buildig space to meet orgaizatioal eeds. It s much easier to move simple outlies aroud to figure out adjacecies like whether the coferece room should be closer to the receptio area or the executive offices. The, whe buildigs are occupied, space plas help track the use of space by differet departmets, idetify the locatio of resources, ad put those spaces to best use ad the resources i the most appropriate locatios. For basic space plaig, such as arragig the rooms for your ew home or office, the Office Layout template available i both Visio Stadard ad Visio Professioal is all you eed. By draggig ad droppig Space ad Room shapes from the Walls, Doors, ad Widows stecil, you ca shuffle the shapes aroud ad resize them util you re satisfied with the layout. However, for larger-scale space plaig or facilities maagemet (trackig ad maagig who ad what goes where i facilities), oly the Space Pla template i Visio Professioal ca help. This template eables you to build a model of spaces, assets, ad resources, which you ca use to pla the best use of space, track usage, ad aalyze chages ad upcomig moves. Space ad facilities maagemet plas process sigificat amouts of data space assigmets, asset tags, resource locatios, ad more. Buildig these plas with Space Pla template tools ad icorporatig Visio data features ca tur your existig facilities data ito a visual model of your facilities. IN THIS CHAPTER Usig Visio for space plaig ad facilities maagemet Explorig the Space Pla template Creatig space plas with the Space Pla Startup Wizard Creatig space plas with shapes Assigig people ad assets to spaces Usig Visio space plas to maage facilities Importig facilities data Labelig space plas Fidig ad movig resources Geeratig facilities reports This chapter begis by showig you how to create space plas usig the Space Pla Startup Wizard, either by importig spaces usig the Import Data 549

60 Part V Usig Visio for Architecture ad Egieerig Wizard or by addig shapes directly to drawigs. You will the lear how to assig resources, such as people, furiture, ad equipmet to space plas. Fially, you will lear how to use these space plas to maage facilities. Uderstadig Space Plaig ad Facilities Maagemet Usig Visio Space plaig typically meas arragig space withi a buildig so that groups obtai the space they eed ad busiess processes operate efficietly. High-level space plaig ca begi with a few had-draw ovals o a apki, but evetually plaig the detailed layout of spaces withi a buildig shell ivolves studyig orgaizatioal processes ad eeds, work flows, architectural requiremets, ad more. A more fastidious cousi to space plaig, facilities maagemet usually traslates to trackig ad relocatig people, computers, equipmet, ad furiture to respod to reorgaizatios ad office moves. Some orgaizatios take facilities maagemet further to iclude facilities maiteace. For example, by trackig whe lightbulbs are chaged, the maiteace departmet ca develop plas to keep areas lit. Visio Space Plaig Tools The tools to produce high-level space plas are available i both Visio Stadard ad Visio Professioal. For more detailed space plaig ad facilities maagemet, Visio Professioal ad the Space Pla template are a must. Depedig o the type of plaig you wat to do, choose from the followig Visio features: Coceptual Plaig For sketchig geeral ideas of space arragemets, the Ik tool or the Ellipse tool ca produce rough outlies of space o a drawig page. Select the Ik or Ellipse shape you ve added ad type the ame of the area. To show spaces that should be located ear each other, draw arrows betwee shapes. Detailed coceptual plaig Whe you have a existig buildig shell to divvy up ito spaces or you kow the amout of space each departmet eeds, Visio Space shapes are coveiet plaig tools. Space shapes appear o the Walls, Doors, ad Widows stecil ad the Walls, Shell, ad Structure stecil. Drag Space shapes oto the page ad resize them util the value for the area displayed withi the shape matches a departmet s allocatio. Space shapes work equally well o blak drawigs, existig Visio plas, or o top of imported CAD drawigs. Detailed space plaig Whe you re plaig space withi a fully costructed buildig, you ca drag Space shapes oto the page ad resize them ot oly to meet a departmet allocatio, but also to fit withi the Wall shapes that represet costructed walls. The Auto-Fit commad o a Space shape s shortcut meu fits the space to existig shapes o the floor pla. No matter which type of space plaig you wat to do, Space shapes help you focus o the abstract spaces. The shape data associated with Space shapes helps track iformatio, such as the 550

61 Plaig Space ad Maagig Facilities 28 iteded use for a space (such as office or coferece room), the ame of the space, the departmet usig it, its occupacy, ad more. Durig iitial space plaig, the ame of the space or the departmet might be sufficiet ad addig those values maually might be acceptable. As you develop more detailed plas, especially for large facilities, fillig i all the shape data fields by importig facilities data is faster ad less error-proe. To help you size ad lay out spaces properly, Space shapes automatically calculate ad display the area they eclose. Feel free to chage the color ad fill patter of Space shapes to differetiate spaces durig the plaig process. Later, you ca covert Space shapes to Wall shapes ad begi a detailed buildig pla, as described i Chapter 27. Maagig Facilities with Visio Features For small facilities, maagemet ca be as simple as relocatig Visio shapes o a drawig page. However, for larger facilities or more systematic trackig ad maagemet, Visio Professioal offers specialized tools to track space ad assets accurately, ad ca use exteral data to automatically refresh plas with data chages. Visio Professioal space plaig tools aid i performig the followig facilities maagemet tasks: Develop space plas that reflect the physical spaces you maage. Associate people ad assets, such as equipmet ad furiture, with areas ad space by importig data from a spreadsheet or database. Allocate uassiged people ad assets to spaces i the pla. Reassig people ad assets by draggig shapes from oe space to aother i the Space Pla model or o drawig pages. Automatically update the space pla whe data i the spreadsheet or database chages. Because facilities maagemet relies so heavily o data, settig up full-blow space plaig ad facilities maagemet plas requires more work tha may other types of drawigs. It helps to have a database admiistrator workig with you to make sure Visio ad your orgaizatio s facilities database play well together. Fortuately, the Visio Space Pla Startup Wizard simplifies these setup steps cosiderably. Before you ca track ad maage resources i a Visio pla, you must complete the followig tasks, which are described later i this chapter: Prepare your facilities data i your exteral data source. Import your facilities data ito a space pla usig the Space Pla Startup Wizard or the Import Data Wizard. Set up your space pla to refresh whe the data i your exteral data source chages. Make sure that all spaces are placed i your space pla usig the Space Explorer widow. Assig people ad resources to the correct categories ad spaces usig the Space or Category Explorer widow. Make sure that uassiged people ad resources are assiged to spaces usig the Space or Category Explorer widow. 551

62 Part V Usig Visio for Architecture ad Egieerig Explorig the Space Pla Template The Space Pla template (remember, available oly i Visio Professioal) is oe of the more powerful Visio templates with features for layig out spaces, importig data, ad trackig facilities. Whe you create a ew drawig usig the Space Pla template, the template adds the Pla meu to the Visio meu bar ad opes stecils associated with space plaig ad facilities maagemet. The Space Pla template also lauches the Space Pla Startup Wizard to help you cofigure the data that represets your spaces, assets, ad resources. The Import Data Wizard is a additioal tool for settig up data o a existig pla. For space plas, Visio opes a letter-size drawig usig ladscape orietatio ad a scale of 1 8" = 1' 0". Meus ad Stecils Do t be disappoited whe the Space Pla template adds a Pla meu to the Visio meu bar. Ulike its architectural ad egieerig pla couterparts, the Pla meu for the Space Pla template cotais more tha the Covert to Walls ad Set Display Optios commads. This Pla meu icludes the followig additioal etries: Explorer This meu etry toggles the display of the Explorer widow, which displays the space pla model, described i the ext sectio. Color By Values Choose this etry to lauch the Color By Values add-o, which associates colors with space shape data values, as described i Color-Codig Space Plas. Label Shapes This meu etry lauches the Label Shapes add-o, which displays shape data values withi the shapes o the drawig page. Assig Category The shapes o a space pla fall ito oe of several categories: Asset, Boudary, Computer, Perso, Priter, ad Space. Each category comes with a set of shape data fields specifically for trackig that type of resource. The sectio Assigig Categories to Resources later i this chapter explais how to assig categories ad put them to use. Import Data This meu etry lauches the Import Data Wizard for importig facilities data ito shapes o a drawig page, as described i the sectio Addig Spaces Usig the Import Data Wizard. Refresh Data Choose this etry to refresh the facilities data that appears o a space pla from your exteral data source. The Space Pla template also opes the Resources stecil, which icludes Space ad Boudary shapes for delieatig departmets, offices, ad other areas i a buildig. The Resources stecil also icludes shapes that represet resources, such as Perso, Computer, ad Asset for idetifyig the people, computers, ad other assets (such as furiture) that ihabit the spaces. The Report shapes o the Resources stecil are a easy way to create predefied facilities maagemet reports quickly ad easily. 552

63 Plaig Space ad Maagig Facilities 28 Usig the Space ad Category Explorers Because a Visio space pla is also a model of your facilities, the Space ad Category Explorers provide a alterate, ad sometimes preferable, way to view ad modify spaces ad resources. First, the Space ad Category Explorers show the relatioships betwee model compoets i a outlie view, so you ca immediately idetify which resources belog to which spaces, ad which spaces are cotaied withi larger areas. I additio, the model shows all the spaces ad resources for your space pla, ot just the oes that appear o drawig pages. The Space Explorer displays a hierarchy of boudaries, shapes, ad resources, where boudaries represet larger areas such as departmets, shapes represet offices or rooms, ad resources represet people, computers, or other assets associated with spaces. For example, you ca associate people ad equipmet to offices, ad offices to departmets. I the Space Explorer, you ca see which resources are located i which spaces, as show i Figure 28-1, regardless of which drawig page shows them. The Category Explorer groups elemets i the space pla by category, such as Perso, Computer, or Space. Whe you ope a ew space pla, the Space ad Category Explorer widows appear i oe docked widow, with tabs for each Explorer widow. You ca hide or show both of the Explorer widows by choosig Pla Explorer. To float each widow idividually, right-click its tab ad, from the shortcut meu, choose Float Widow. To float the etire widow with both Explorer widows i it, drag the widow title bar to a ew locatio. TIP I Figure 28-1, the Explorer widows are docked withi the Shapes widow to display as much of the drawig widow as possible. To dock the Explorer widows there, drag the Explorer title bar ito the Shapes widow ad release the mouse butto. Here are methods for maagig spaces ad resources with the Space Explorer ad the Category Explorer: Locate ad select spaces ad resources o a drawig page I either Explorer widow, right-click a space or resource ad, from the shortcut meu, choose Show. Visio displays the drawig page o which the correspodig Space or Resource shape is located, ceters the shape i the drawig widow, ad selects the shape o the page. Move resources betwee drawig pages Istead of cuttig a shape from oe page ad pastig it oto aother, i the Space Explorer, drag a perso or asset from oe space to aother. The correspodig shape moves o the drawig as well. Eter resource iformatio I either Explorer widow, right-click a resource ad, from the shortcut meu, choose Properties. I the Shape Data dialog box, click a shape data field ad type or select a value. The value you type i the Name field appears by default i the Explorer widows ad o the shape o the drawig page. 553

64 Part V Usig Visio for Architecture ad Egieerig FIGURE 28-1 The Space ad Category Explorers dock i the same widow, showig spaces ad the people ad assets assiged to them. Docked Explorer Boudary Space, perso, ad asset o page Boudary totals space areas Space withi boudary Perso assiged to space Reame resources ad assets I either Explorer widow, right-click a resource or asset ad, from the shortcut meu, choose Reame. Visio selects the ame i the Explorer widow, so you simply type the ew ame to replace the existig oe. Assig resources to spaces If people or assets have ot yet foud a home i a space i the pla, i either Explorer widow, expad Uplaced Data. Drag a resource or asset from the Uplaced Data area to a Space shape o a drawig page. NOTE The drawig pages might ot iclude all spaces, people, or assets for your space pla. The Uplaced Data folder i either Explorer widow shows the spaces ad resources that do t exist o drawig pages. Delete resources To delete a perso or asset both i the model ad o the drawig page, i either Explorer widow, select a resource ad press Delete. 554

65 Plaig Space ad Maagig Facilities 28 Creatig Space Plas The amout of detail i space plas depeds o their purpose. Space plas for prototypig the arragemet of departmets ad offices ca be quite spare a ame ad departmet might be all you eed to idetify the spaces. Space plas used to maage the assets, persoel, ad space i a facility are ofte loaded with detailed data ad kept up to date with real-world facility chages. Because of the tools that the Space Pla template provides, you ll wat to start a space pla by choosig File New Maps ad Floor Plas Space Pla to create your Visio drawig. After the file is ope, the method you use to create your space pla depeds o what you ited to do with the pla: Prelimiary layouts For prototypig, you do t eed detailed buildig outlies or floor plas. Whe the Space Pla Startup Wizard opes, cacel it ad start by usig drawig tools o the Drawig toolbar to sketch the outlie of floors. The, drag Space shapes oto the drawig ad move them aroud with stadard Visio techiques to layout the spaces. Alteratively, you ca jump right i ad start draggig Space shapes oto the page without ay buildig outlie. Detailed layouts To begi arragig spaces withi the cofies of a buildig shell, take advatage of the Space Pla Startup Wizard to display a floor pla as a backdrop. If you have a list of spaces i a Excel workbook, the wizard ca creates shapes for those spaces. You ca still drag Space shapes oto the drawig ad move them aroud. The Auto Size commad o Space shape shortcut meus modifies Space shape borders to fit the walls o the drawig. Trackig plas Whe you wat to track resources o a Visio space pla, you eed accurate ad detailed iformatio. Whe you create a space pla with the Space Pla template, the Space Pla Startup Wizard opes, i which you ca add a backgroud floor pla ad add Space shapes based o a list of room umbers ad ames. The shapes added by the wizard appear o the drawig page ad i the Explorer widows. You still must add other spaces ot i the origial list, add resources, ad associate them with spaces. TIP Suppose you have a floor pla drawig file that you wat to use as the basis for a space pla. The buildig shell ad walls are there, but the Pla meu lacks the specialized space pla commads i Visio. To make all the space plaig tools available o the Pla meu, choose Tools Add-Os Maps ad Floor Plas Eable Space Pla. Usig the Space Pla Startup Wizard By o meas does the Space Pla Startup Wizard do everythig for you. Nor is it a totally flexible ad all-powerful data import tool. What it does is simplify a few of the steps i settig up a ew space pla. With this wizard, you ca specify a floor pla to use as a backgroud for your space pla ad create spaces based o the room umbers i a Excel workbook. 555

66 Part V Usig Visio for Architecture ad Egieerig TIP If you have a exteral data source of facilities data, the Import Data Wizard is the better tool for addig spaces to a Visio space pla. This wizard creates spaces i your model ad o your drawig, but it ca also import as much iformatio about those spaces as you store i the exteral data source. See the sectio Usig Visio Space Plas to Maage Facilities later i this chapter for istructios o usig the Import Data Wizard. Creatig Space Plas Usig the Wizard To use the Space Pla Startup Wizard to create a space pla, follow these steps: 1. Choose File New Maps ad Floor Plas Space Pla. The Space Pla Startup Wizard lauches automatically after Visio creates a ew space pla drawig. 2. O the first scree of the Space Pla Startup Wizard, select the type of image or drawig you wat to use as a backgroud for your space pla: Image Select this optio to display a graphics file of the buildig, such as a JPG or GIF file. Visio Drawig This optio eables you to select a existig Visio drawig to use as a uderlyig pla for your space pla. CAD Drawig If your buildig shell or floor pla resides i a CAD drawig file, select this optio. Noe Select this optio if you pla to draw the outlie of the buildig with Visio tools. 3. Click Next. If you chose to use a graphics file or a drawig, a dialog box opes i which you select the graphics file or drawig file you wat to use. Click Ope to use that file ad proceed to the ext part of the wizard. 4. O the ext wizard scree (the Get Room List scree), select the optio for the source of spaces you wat to add to your space pla. You ca use a existig Excel spreadsheet, create a ew spreadsheet i the wizard, or type the room umbers maually. TIP It s best to create a spreadsheet of rooms before you start the wizard, so you do t have to recreate your data i case somethig goes awry as the wizard rus. 5. Click Next. If you use a existig spreadsheet, which is the most depedable approach, o the ext wizard scree, show i Figure 28-2, do the followig: a. Next to the Choose The Excel Spreadsheet File That Cotais Room Iformatio box, click Browse ad ope the Excel workbook that cotais your room data. b. If the workbook icludes more tha oe worksheet or amed rages, i the Choose The Worksheet Or Rage drop-dow list, choose the worksheet or rage. (Visio populates the drop-dow list with the worksheets ad amed rages i the selected Excel workbook.) c. I the Select The Colum That Cotais Room Numbers drop-dow list, choose the colum that cotais the room umbers. 556

67 Plaig Space ad Maagig Facilities 28 FIGURE 28-2 You ca choose a Excel spreadsheet, icludig the specific worksheet ad colum, to feed room umbers to the Space Pla Startup Wizard. 6. Click Next. O the fial wizard scree, click Fiish. Visio adds the spaces to the Category ad Space Explorers. If Visio fids a shape o a drawig page with a matchig room umber, it lists the space uder that drawig page i the Space Explorer hierarchy. Otherwise, it shows the spaces uder the Uplaced headig. 7. For spaces that the wizard does t place o the drawig page, from the Space or Category Explorer widow Uplaced Data folder, drag uplaced spaces oto the drawig page, makig sure ot to overlap Space shapes. Visio creates Space shapes for each uplaced space you drop oto the drawig. To resize a Space shape, drag ay of its selectio hadles. Usig Shapes to Create Space Plas If you build space plas from your facilities data, the Import Data Wizard is the easiest way to add ew spaces. However, you ca also add these elemets by draggig shapes oto drawig pages. I the Resources stecil, the Boudary shape is iteded to depict larger areas such as departmets or divisios. The Space shape acts as a cotaier for the resources assiged to a specific space or office. To esure that spaces are assiged to boudaries, ad resources are assiged to spaces, CAUTION add Boudary shapes to your drawig page first, followed by Space shapes, ad fially Perso, Asset, Computer, ad Priter shapes. If you ve already added these elemets i a differet order, correct the assigmets i a Explorer widow by draggig spaces to the proper boudary or resources to the proper spaces. 557

68 Part V Usig Visio for Architecture ad Egieerig Maually Creatig Spaces Defie spaces o a Visio space pla usig ay of the followig methods: Desigate larger areas, such as departmets, by draggig Boudary shapes oto the drawig page. You ca drop Space shapes iside a Boudary shape to assig specific offices to a departmet. However, you ca t assig people or assets to boudaries. The Boudary shape displays the square footage it ecloses, so you ca use it to show the area of multiple Space shapes. From the Resources stecil, drag a Space shape oto the drawig page. Visio adds a 100- square-foot square space by default. If you drag the shape s selectio hadles to resize it, Visio updates the square footage that appears withi the shape whe you select it, as show i Figure FIGURE 28-3 Space shapes automatically display the area that they eclose. Space shape Drag cotrol hadles to positio text Total for hatched area If the floor pla cotais Wall or Room shapes, you ca automatically adjust a Space TIP shape to fit a area i the floor pla. After droppig the Space shape ito the area, right-click it ad, from the shortcut meu, choose Auto-Fit. Visio chages the outlie of the Space shape to match the perimeter defied by the Wall shapes o the floor pla ad displays the ew eclosed area i the Space shape text block. 558

69 Plaig Space ad Maagig Facilities 28 CAUTION Use drawig tools to outlie spaces ad the covert the drawig shapes to Space shapes. To do this, choose Pla Assig Category. I the Assig Category dialog box, select Space i the Category drop-dow list ad click OK. Visio coverts the outlied shape ito a Space shape ad displays the calculated area i a text block withi the shape. To esure that the area o your space pla is calculated correctly, do ot overlap Space shapes. Whe Space shapes overlap, the overall calculated space area will be greater tha the area withi your buildig. Whe you ited to import facilities data from a spreadsheet or database, spaces must iclude a value i their Name field, so there s a way to match the space with a record i your data source. The value you specify must match a uique idetifier i the spreadsheet or database. For example, if the office room umber i the spreadsheet is 301, type 301 i the Space shape s Name field. To do this, follow these steps: TIP 1. If the Shape Data widow is ot ope, choose View Shape Data Widow. 2. Select the Space shape o the drawig page. 3. I the Shape Data widow, click the Name field ad type the value that matches the idetifier i the data source. You ca also specify the iteded purpose of a Boudary or Space shape i the Shape Data widow by clickig the Space Use field ad typig the purpose or selectig oe of the predefied purposes (Office, Coferece, Storage, Other) i the drop-dow list. Modifyig Boudary ad Space Outlies Although the Space ad Boudary shapes o the Resources stecil are 100-square-foot squares by default, you are t stuck with rectagular areas. Boudary ad Space shapes respod to basic Visio tools just like ay other shapes. No matter how you idet ad cotort the outlie or size of these shapes, Visio calculates the ew total for the eclosed area ad displays it withi the shape. Here are methods for modifyig the perimeters of Boudary ad Space shapes: Resize a Space or Boudary shape Drag ay selectio hadle o oe of these shapes to resize it as you would ay other type of shape. Reshape a Space or Boudary shape To chage the agles of the sides or to add idets ad otches to a space or boudary, right-click the shape ad the, from the shortcut meu, choose Edit (or, o the Drawig toolbar, click the Pecil tool). The choose from the followig methods: Add a ew vertex by Ctrl-clickig the outlie of the shape. Move a vertex by positioig the poiter directly over it. Whe the poiter chages to a four-headed arrow ad the vertex turs mageta, drag the vertex to a ew locatio. 559

70 Part V Usig Visio for Architecture ad Egieerig TIP To select more tha oe vertex to move, Shift-click each vertex ad the drag to a ew locatio. Auto-size a shape If the Wall shapes that surroud a Space shape chage, you ca refit the shape to the ew wall cofiguratio by right-clickig the Space shape ad, from the shortcut meu, choosig Auto-Size. Assigig Resources to Space Plas To use Visio drawigs to track ad maage the people, equipmet, furiture, ad other assets that occupy your facilities, you must first assig those items to categories ad the assig them to spaces i a space pla. The Visio Space Pla template pigeoholes spaces ad resources i six categories, each with its ow set of predefied shape data fields: NOTE Boudary A locatio category that represets larger areas withi a buildig, such as departmets or fuctioal uses Space A locatio category that represets specific spaces such as offices or rooms ad ca cotai other resources, such as people or assets Perso Represets the huma resources assiged to work i spaces Computer A asset category specifically for computer equipmet Priter A asset category specifically for priters Asset A geeric asset category for trackig ay other kid of asset You ca t reame the built-i categories or defie your ow. Each category carries a differet set of shape data fields, appropriate for the type of resource. For example, the shape data fields for the People category iclude Name, Title, Phoe Number, Alias, Maager, ad Departmet. The Priter category focuses o trackig iformatio, such as Asset Number, Serial Number, Maufacturer, Product Number, ad so o. By assigig spaces ad resources to categories, you ca view the items o a pla ad produce facilities reports by category. The hierarchy i the Space Explorer starts with boudaries ad the shows the spaces withi boudaries, ad the the people ad assets withi each space. Addig Resources to Space Plas To track resources, they must be part of your space pla model. As with spaces, you ca add resources to your model maually or by importig resource data: Add resources maually It s easy to add resources to space plas, because the Resources stecil icludes a shape for each type of resource. Draggig these shapes oto a drawig page automatically assigs the shape to the correct category. Shapes o the Resources stecil also iclude layer assigmets to a layer of the same ame as the resource category, such as Space, Perso, ad Computer. I the Shape Data widow, i the Name field, type the ame or a idetifier for perso or asset. 560

71 Plaig Space ad Maagig Facilities 28 TIP Shapes other tha those o the Resources stecil are fair game for a space pla as log as you assig them to a category, as described i the sectio Assigig Categories to Resources later i this chapter. For example, you might wat to use custom shapes to represet differet types of computers, or assig furiture shapes to the Asset category. Import resources Choose Pla Import Data to use the Import Data Wizard to create shapes for people ad assets, ad lik exteral data to the shape data. The Import Data Wizard uses the masters o the Resources stecil to create shapes o the drawig page. For istructios o how to use the Import Data Wizard, see the sectio Usig Visio Space Plas to Maage Facilities later i this chapter. Placig Uassiged Resources The Import Data Wizard automatically assigs resources to spaces if it ca match a space idetifier i a resource record i the exteral data source with a space idetifier i the Visio space pla model. If a perso or asset does t have a space assigmet or the wizard ca t make a match, it places the people or assets i the Uplaced Data folder, which you see i the Space ad Category Explorer widows. To assig a uplaced resource i the Space Explorer widow, do the followig: NOTE 1. Next to the Uplaced Data folder, click the plus sig to expad the folder. 2. From the Uplaced Data folder, drag a uassiged perso or asset oto the ico i the Space Explorer that represets the space to which you wat to assig the uplaced item. Visio adds a shape for the perso or asset to the Space shape o the drawig page as well. You ca also assig a perso or asset by draggig the resource from the Uplaced Data folder oto a Space shape o the drawig page. Visio adds a shape to the drawig ad, i the Explorer widow, moves the resource from the Uplaced Data folder to the ico that represets the space cotaiig the resource. Assigig Categories to Resources The shapes o the Resources stecil all look about the same they re small rectagles with a eve smaller graphic to differetiate people, computers, priters, ad other assets. If you would rather use more recogizable shapes o a space pla, you ca assig categories to ay Visio shape. For example, you could assig categories to the shapes from the Office Equipmet or Office Furiture stecils. Whe these shapes are assiged to categories, you get the best of both worlds ot oly do the shapes o the drawig page depict the resources they represet, but they also take o the shape data fields for the category ad appear i the appropriate category i the Category Explorer widow. Assigig a shape to a category applies the category shape data fields to that shape. NOTE What if the shape already has shape data fields with values that you do t wat to give up? The Assig Category commad icludes a feature for mappig existig shape data fields to the oes for the category. 561

72 Part V Usig Visio for Architecture ad Egieerig To assig a category to a shape, follow these steps: 1. Select all the shapes o the drawig page that you wat to assig to the same category. 2. Choose Pla Assig Category. 3. I the Assig Category dialog box, i the Category drop-dow list, select the category to which you wat to assig the shapes. 4. If the shapes you selected have shape data associated with them, map these fields to the predefied space pla field by doig the followig: a. Click Properties. The Properties dialog box opes. b. Uder Properties, select a existig shape data field. c. Uder Category Properties, select the predefied category property to which you wat to map the origial shape data field. d. Click Add to map the fields, as show i Figure FIGURE 28-4 You ca trasfer data from shape data fields to category fields by mappig the two while assigig a category to a shape. Shape data fields Category fields Mappig betwee the two fields e. Repeat steps b, c, ad d for each field you wat to map. f. Click OK whe you re doe. NOTE Shape data fields that you do t map remai associated with shapes so you wo t lose ay existig data. 5. I the Assig Category dialog box, click OK. 562

73 Plaig Space ad Maagig Facilities 28 Usig Visio Space Plas to Maage Facilities People, computers, equipmet, ad furiture seem to relocate cotiuously i respose to reorgaizatios ad office moves, so ay way to simplify trackig these resources is welcome. By displayig spaces ad resources o a Visio space pla, you have a graphic map to where thigs are withi the facilities you maage. Visio ca also produce facilities reports to show departmets the space ad resources they have or to charge groups for the space ad assets they use. All this coveiece requires some work up frot a Visio space pla has to have space pla or facilities data associated with the shapes. That s where the Import Data Wizard comes ito play. The Import Data Wizard ca grab data from exteral data sources ad use them to create spaces ad resources o a Visio space pla. Regardless whether the data resides i Excel spreadsheets, Exchage Server Address Books, Active Directory servers, or tables i ay ODBC-compliat database, the wizard ca create ew etities i a space pla model for the data it imports or store the etities as uplaced data i the Space ad Category Explorer widows so you ca place it whe you re ready. If you ethusiastically populated your space pla drawig with shapes, the wizard ca import exteral data ito the shape data fields for those shapes. Otherwise, it goes ahead ad creates ew shapes to hold the data. For example, the Import Data Wizard ca import departmet assigmets ito the Departmet shape data field for the existig Space shapes o the drawig page. O the other had, faced with a multitude of people ad assets to add, you ca delegate the grut work of creatig ad assigig Perso, Computer, Priter, ad Asset shapes to the space pla Space shapes to the Import Data Wizard. Preparig Your Space Pla Data for Use i Visio Regardless of the quatity of space ad facilities data you use with Visio space plas, importig proceeds more smoothly whe the data is set up the way Visio expects. The Import Data Wizard accepts data from a variety of sources, icludig Excel workbooks, Microsoft Active Directory directory services, Microsoft Exchage, ad ay ODBC-compliat data source, such as a Microsoft Access database. Coversely, the Space Pla Startup Wizard reads data oly from Excel workbooks. To properly import data ito a Visio space pla, follow these guidelies to set up your data: Assig uique idetifiers I the data source, iclude a field or colum that uiquely idetifies the spaces, people, ad assets you wat to add to your space pla. A key field, such as employee umber or asset tag umber, is ecessary if you wat to automatically update the space pla whe data i your data source chages. 563

74 Part V Usig Visio for Architecture ad Egieerig NOTE Iclude room umbers to assig resources to spaces For people ad assets assiged to specific spaces, i the data source, iclude a field for room umbers. Room umbers i the data source must match the room umbers for spaces i your space pla. Leave the room umber field blak if a perso or asset is t assiged to a space. Use the same room umber for each asset or resource assiged to a space. Visio stacks the shapes for all these resources withi the same Space shape. If you wat to see all the shapes o the drawig page, drag each shape away from the shapes udereath while keepig them withi the Space shape. NOTE Whe a resource is assiged to a space umber that does t exist i the space pla, Visio places the resource i the Uplaced Data folder i the Explorer widows. You ca create the spaces, if ecessary, ad maually place the resources i the appropriate spaces. Idetify buildigs i a data field For data sources that iclude data for more tha oe buildig, iclude a field that represets the buildig ame or umber. You ca specify which buildig s data to import whe you ru the Import Data Wizard. Iclude fields for other attributes For other data that you wat to iclude i your space pla, set up additioal fields, such as asset tag umbers, serial umbers, or maiteace dates. You ca import this data ito shape data associated with shapes. Usig the Import Data Wizard The Import Data Wizard does a lot, but it does t take may steps to tell it what to do. To use the wizard to import facilities data ad create shapes o a space pla, start by choosig Pla Import Data. The, complete the steps described i the followig sectios. CAUTION If you wat the wizard to automatically assig people ad assets to spaces, make sure your data source icludes a field for room or space umbers. Also, verify that each Space shape o the Visio drawig icludes a room or space umber i its Name field. The easiest way to check for room umbers i Space shapes is to ispect the spaces i the Space Explorer widow. If ay space is amed Space, you kow that its Name property is blak. Tell the Wizard Where to Store the Imported Data I the first Import Data Wizard scree, you tell the wizard where to put the data you re importig. Choose oe of the followig two optios: To create shapes to hold the data you import, select the Ito Shapes That I Will Maually Place optio. Select a sub-optio to either cascade the shapes o the page so you ca drag them ito positio or store the items as Uplaced Data so you ca drag them from the Explorer directly to their positio o the drawig. 564

75 Plaig Space ad Maagig Facilities 28 If you already have at least some shapes o the drawig, select the Ito Shapes That Are Already o My Drawig optio. Udereath that optio, select a sub-optio to add the data to the existig shape data or create ew shapes o top of the existig shapes. For example, if you have Space shapes o the drawig ad wat to create People ad Asset shapes i those spaces, select the Add As New Shapes O Top Of Existig Shapes optio. Click Next to proceed to the wizard scree for choosig the data source. Idetify the Data Source I the What Is The Source Of The Data scree, i the Type drop-dow list, select the type of data source that cotais your facilities data (Excel, Active Directory, Exchage Server, or ODBC). The steps you take deped o the type of data source: Excel Click Browse ad the specify the path ad file ame for the file. Active Directory Click Next to log ito the server. Exchage Server Click Next to log ito the server. ODBC Click Next to display a additioal scree for selectig the data source, database file, ad table withi the database. After specifyig the data source, click Next to proceed to the wizard scree for specifyig the data to import. Specify the Data to Import I the What Data Do You Wat To Import scree, the way you specify the locatio of your data depeds o the type of data source. For example, for a spreadsheet, from the Worksheet dropdow list, choose the ame of the worksheet i the Excel workbook. This scree icludes two key check boxes: Iclude All Colums/Fields ad Iclude All Rows/Records. If you leave these check boxes selected, you ca skip to the ext sectio, because Visio imports every record ad every field i the data source. However, to choose the records ad data fields to import, clear oe or both of the check boxes. If you do so, the ext scree that appears is your chace to tell the wizard what to import, as illustrated i Figure

76 Part V Usig Visio for Architecture ad Egieerig FIGURE 28-5 The Import Data Wizard ca import all data i a data source or oly some fields ad records. For Excel, select the worksheet to import. Clear a box to specify the data to import. Choose the colums or records to import. Click Next to proceed to the fial sectio of the wizard. Cofigure the Shapes with Imported Data The fial set of wizard screes that appear deped o whether you are importig data ito existig shapes or addig shapes to the drawig as part of the import process. Here are the steps for both of these situatios: 566

77 Plaig Space ad Maagig Facilities 28 Creatig shapes ad importig data ito them If, i the very first step of the wizard, you chose the Ito Shapes That I Will Maually Place optio, do the followig to cofigure the ew shapes the wizard adds: 1. I the What Kid Of Shape Do You Wat to Add to Your Drawig scree, Visio selects the Resource stecil by default. If the shapes you wat to use are o aother stecil i the Space Pla template, i the Stecil drop-dow, choose the stecil or click Browse to choose from ay Visio stecil. 2. Select the thumbail of the shape you wat ad click Next. 3. To label or color-code the ew shapes, specify the shape data you wat to use to label or color by i the Label With ad Color By drop-dow list, respectively. Click Next. 4. O the ext scree, specify the field i your data source with uique IDs, such as employee ID, Name, or ID. Visio adds these values to a shape data field i the ew shapes ad uses those values to update data whe you use the Refresh Data commad. Click Next. Addig data to existig shapes Because the shapes are already o the drawig, you do t have to specify the type of shape to add. However, you do have to idetify the shapes to receive data, by doig the followig: 1. To label or color-code the ew shapes, specify the shape data you wat to use to label or color by i the Label With ad Color By drop-dow list, respectively. Click Next. 2. O the ext scree, select the type of shape ito which you wat to import data. For example, you ca choose all shapes or specify oe type of shape. Click Next. 3. O the ext scree, choose the shape data field that uiquely idetifies the shapes o the drawig, for example, employee ID, Name, Room Number, or ID. Visio uses this field to match records i the data source with shapes o the drawig. Whe Visio fids a match, it adds the data to the shape s data fields. Click Next. 4. O the ext scree, choose the field i your data source that uiquely idetifies the data records. Whe Visio fids a matchig value i the shape data field ad the data source idetifier field, it adds the data to the shape s shape data fields. Click Next. O the fial wizard scree, Visio displays a message that the Import Data Wizard is completig ad lists the actios the wizard took, such as the umber of shapes the wizard added or the umber it updated with imported data. To fiish ad close the wizard, click Fiish. Just as you ca with other shapes, you ca maually add or chage data i shapes by NOTE typig or selectig values i the Shape Data widow. However, chagig shape data does ot chage the correspodig data i your spreadsheet or database. Visio does ot export data from your drawig back to your source data, so it s importat to make data chages i the exteral data source. 567

78 Part V Usig Visio for Architecture ad Egieerig Refreshig Space Pla Data Whe you import iformatio ito a space pla, you ca create a coectio betwee the data i the data source ad the shapes o your space pla. After that coectio is established, it s a sap to keep your space pla curret with ay chages i your data source. For example, if employees move to other offices ad the data source cotais the ew office umbers, refreshig data i the Visio drawig automatically shows the employees i their ew spaces. Whe assets are sold or recycled ad deleted from the data source, Visio removes them from the space pla as well. I additio, whe the data source icludes a ew field such as maiteace data, refreshig the data adds that field to the shapes o drawig. To refresh the data i a space pla, follow these steps: 1. Make sure that the data source has t bee deleted or moved. 2. If you have t doe so already, use the Import Data Wizard ad specify the field i your spreadsheet or database that cotais uique idetifiers. 3. Choose Pla Refresh Data. After the Refresh Data commad processes the data, click the Import Data Report lik to see a log of the chages the commad made. Click OK. Labelig Facilities Shapes Labels o shapes make it much easier to fid spaces ad resources o a space pla, particularly whe you use the Resources stecil shapes, because they are so similar i appearace. The Pla meu i the Space Pla template icludes the Label Shapes commad, which rus the Label Shapes add-o. To label Space ad Resource shapes, follow these steps: 1. Select the shape or shapes you wat to label ad the choose Pla Label Shapes. 2. I the Label Shapes dialog box, i the Shape Type box choose <all selected shapes> to label the shapes you selected. If you wat to label oe type of shapes, select the shape ame. NOTE To label all the shapes o the drawig, choose <all shapes>. 3. I the Label 1 box, select the shape data field to display as the first lie of the shape s label, as show i Figure To display additioal fields i subsequet lies i the text block, select the fields for Label 2, Label 3, ad Label Click OK. Visio adds the label text blocks to the selected shapes 568

79 Plaig Space ad Maagig Facilities 28 FIGURE 28-6 The Label Shapes add-o ca isert the values for up to four shape data fields ito a text block o shapes. Color-Codig Space Plas Color-codig makes it easy to spot shapes o a drawig. For example, you ca color-code Space shapes by assiged departmets to quickly idetify which spaces belog to which departmets. If the same color is splashed radomly throughout a buildig, a office move to co-locate all the people i that departmet might be i order. Although the ew data graphics i Visio 2007 iclude a optio to color-code shapes, the Space Pla template uses the Color By Values add-o to color-code shapes. Choose Pla Color By Values to color-code shapes. To select the shapes you wat to color-code, use oe of the followig methods: To color-code all shapes or all istaces of oe master, click the drawig page backgroud to make sure othig is selected. To color-code specific shapes, select oly those shapes. 569

80 Part V Usig Visio for Architecture ad Egieerig Cotrollig the Display of Spaces Space shapes iclude display optios similar to those for Wall, Door, ad Widow shapes o floor plas (see Chapter 27). Right-click ay Space shape ad, from the shortcut meu, choose Set Display Optios. I the Set Display Optios dialog box, o the Spaces tab, you ca perform the followig tasks: Specify the shape data fields that appear i Labels 1 through 4 o Space shapes. Choose whether Space shapes auto size to Wall shapes or to wall referece lies. Choose the uits i which Visio displays shape area. Specify the precisio of the area calculatio. To ru the Color By Values add-o, follow these steps: 1. Choose Pla Color By Values. 2. I the Color By drop-dow list, select the shape data field by which you wat to colorcode the shapes. For example, choose Departmet to color spaces based o the departmets assiged to them. 3. I the Shape Type list, select <all shapes>, <all selected shapes>, or the type of shape. 4. I the Rage Type list, choose how to use colors to reflect values. Uique values This choice applies a differet color to each uique value i the shape data, which is perfect for colorig shapes by departmet ame. Discrete rages Use this choice to use a differet color for each rage of values, such as 100 to 199, 200 to 299, ad so o. This choice works well whe you wat to defie the upper ad lower limits of the rages for each color. Cotiuous values This choice applies colors from low to high across the rage of values i a field. For example, this choice would divide the rage of square footage ito equal rages ad apply a differet color to each rage. 5. I the Color field, select the colors you wat to use. Uique values Click the color box for a value ad choose the color you wat to use. Repeat this step for each uique value. Discrete rages Click the color box for a rage ad choose the color you wat to use. Repeat this step for each rage. Cotiuous values Click the first color to ope the Color Ramp dialog box. By selectig a color i the Top Color ad Bottom Color boxes, Visio creates gradatios betwee the two colors for the rage divisios it creates. 570

81 Plaig Space ad Maagig Facilities Visio adds a Leged shape to the drawig page showig the field used to color-code shapes ad the correlatio of color to values. 7. To modify the color-codig i your drawig, right-click the leged o the drawig page ad from the shortcut meu, choose Edit Leged. 8. To update the color-codig to reflect chages to shape data, right-click the leged ad choose Refresh Leged. Fidig ad Movig Resources The life of a facility maager is ever borig with people quittig, ew people beig hired, ad regular reorgaizatios throw i for good measure. Naturally, as the locatios of people ad assets costatly chage i a facility, so will your space pla. You ca move people or assets i the Explorer widow or move the correspodig shape o the drawig page. I additio, whe you maage a large umber of resources, you ca use tools i Visio to quickly locate the resource you wat. To fid resources i a space pla, use oe of the followig methods: Usig the Explorer widows I the Space or Category widow, expad a space or category, right-click the perso or asset you wat to locate ad, from the shortcut meu, choose Show. Visio displays the drawig page that cotais the correspodig shape, selects the shape o the drawig page, ad ceters it i the drawig widow. Usig the Fid commad If your space pla is crammed with so may resources that it s hard to fid the oe you wat eve i the Explorer widow, choose Edit Fid. I the Fid dialog box, i the Fid What box, type text that is associated with the shape you re lookig for, such as its ame. You ca use text that appears o a shape, i shape data, or the shape ame itself. Uder Search I, select the locatios you wat to search ad the click Fid Next. The Fid commad fids the first shape cotaiig the text you specified ad highlights text withi a shape or selects the shape if the text is foud i a shape data field, shape ame, or cell. To move resources i a space pla, use oe of the followig methods: Usig the Explorer widows I the Space Explorer widow, expad pages ad space util you fid the resource you wat to move. Drag the ico for the resource oto a differet space ico. O the drawig page Select the shape that represets the resource you wat to move ad drag it ito a differet Space shape o the drawig page. 571

82 Part V Usig Visio for Architecture ad Egieerig Fidig ad Istallig a Priter from a Space Pla You ca use Visio space plas to locate priters. I additio, if Smart Tags are tured o, you ca istall that priter o computers right from the Visio pla. Whe others ope the space pla, they ca locate a priter that s coveiet. To set the priter as their default priter, they positio the poiter over the Priter shape, click the Priter Smart Tag butto ad the, from the shortcut meu, choose Set As Default Priter. To see the documets i the priter s queue, they choose Ope Prit Queue from the shortcut meu. To set up a space pla to do this, follow these steps: 1. To tur Smart Tags o, choose Tools Optios, select the View tab ad make sure the Smart Tags check box is selected. Click OK. 2. Drag a Priter shape from the Resources stecil oto the space pla. 3. Positio the poiter over the Priter shape. Whe the Smart Tag appears, click Cofigure Priter o the Smart Tag. 4. Choose either Fid a Priter i the Directory if you use a Active directory or Browse for Priter to fid the priter o the etwork. 5. I the Coect To Priter dialog box, select a priter, click OK, ad the save the space pla drawig. Geeratig Facilities Reports Similar to other maagemet calligs, facilities maagemet produces its fair share of reports. Visio Professioal icludes shapes for predefied reports, such as Door ad Widow Schedules that are useful i facilities maagemet. I additio, Visio icludes three specialized reports for space plaig ad facilities maagemet: Asset Report For each asset i a space pla, this report shows the asset type, its ame, its maufacturer, ad to whom it belogs. You ca use this report as part of a facilities audit to esure that resources are located where they should be or that the proper group has resposibility for the assets uder their cotrol. Move This report shows where people are located. Space Report This report shows the departmet, room umber, space use, ad area for each space i a pla. CROSS-REF To ru a report, choose Data Reports. I the Reports dialog box, choose the report ad click Ru. To lear how to ru or modify reports, see Chapter 10. The easiest way to create oe of these facilities maagemet reports is to drag the correspodig report shape from the Resources stecil oto a drawig page. The shape uses the curret report defiitio, gathers data from the shapes o the drawig, ad displays the results i a shape o the page. To display other iformatio, just modify the report defiitio before addig the shape to the page. 572

83 Plaig Space ad Maagig Facilities 28 Summary You ca use Visio to pla space to varyig levels of detail ad the, after costructio, maage the facilities ad the people ad assets withi them. For high-level space plaig, you ca use Ik or the Space shapes available i both Visio Stadard ad Visio Professioal. As you become more precise about the locatio ad areas you re plaig, the Space Pla template provides specialized shapes ad tools to help you. The Space Pla template builds a model of a space pla i additio to a drawig. You ca add, modify, ad delete the elemets of space pla directly o the drawig page or i either the Space Explorer or Category Explorer. Because of the amout of data that space plaig ad facilities maagemet requires, the Space Pla template provides the Space Pla Startup Wizard to jumpstart creatig a space pla, the Import Data Wizard to import exteral data ito Visio shape data, ad the Refresh Data commad to keep data i a space pla ad a exteral source i sych. 573

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85 Itegratig CAD ad Visio Visio was ever meat to be a substitute for a CAD program, such as AutoCAD. If you re producig hard-core architectural or egieerig drawigs for large or complex projects, you ll eed every bit of fuctioality the CAD applicatio provides ad eve the, you ll probably pie for features the CAD applicatio does t offer. Where Visio shies whe it comes to CAD drawigs is ease of use. Suppose you ve bee workig with a architect to remodel your house ad ow you wat to arrage your furiture. The architect gave you the CAD drawigs of the remodeled house, but you do t kow the first thig about CAD. What s more, you do t ow CAD software. With Visio ad CAD itegratio, you ca brig the CAD drawigs ito Visio ad use them as a backdrop for your iterior decoratig. IN THIS CHAPTER Isertig CAD drawigs ito Visio Modifyig iserted CAD drawigs Covertig CAD drawigs to the Visio format Covertig Visio drawigs to the CAD format Takig a step back from usig the fiished architect s drawigs, Visio is also a hady review tool. Whe you have Visio, the architect ca sed the remodel plas i CAD format, ad you ca review them i Visio. If the palatial master bath looks like it will break your budget, you ca let the architect kow what you thik by addig Ik shapes ad text blocks to a separate layer to mark up ad commet o the desig. Whe othig but editig a CAD drawig will do, you ca covert its cotets ito Visio shapes. Although this solutio has its faults, icludig slow redraw, it s ivaluable if you must edit a CAD drawig ad o loger have access to the CAD program that created it. Fially, Visio ca export its shapes to a few CAD formats, which is helpful whe you wat to prototype a desig i Visio ad the sed it to CAD for the detail work. 575

86 Part V Usig Visio for Architecture ad Egieerig This chapter describes the differet methods for workig with CAD drawigs usig Visio ad whe to use each oe. You ll also lear how to covert CAD drawigs ito Visio format ad vice versa. Uderstadig CAD ad Visio Itegratio Visio-CAD itegratio comes i four basic flavors: Importig (isertig) This method is, by far, the most popular way to use a CAD drawig i Visio. The imported CAD drawig is a OLE object, visible o a Visio drawig page. You ca sap to its cotets as you would Visio shapes. However, the drawig is t editable. Iserted drawigs offer the followig beefits: You ca view, but ot edit, iserted CAD drawigs, so that you ca use the CAD drawig as a referece without worryig about it beig chaged iadvertetly. You ca sap Visio shapes to the geometry i a iserted CAD drawig just as you sap to other Visio shapes, rulers, grids, ad guides i Visio. You ca crop CAD drawigs to show details for part of a Visio drawig. Iserted CAD drawigs ope ad redraw more quickly tha coverted CAD drawigs. NOTE CAD drawigs imported ito Visio reside withi a ActiveX cotrol so they remai i their origial file format. I Visio, you ca modify the scale of the drawig ad the layers that are visible. CAUTION Visio works with AutoCAD DWG ad DXF files saved i AutoCAD 2002 or earlier (which represets AutoCAD 2000 file formats). If you use a ewer versio of AutoCAD, you must save your drawigs to AutoCAD versio 2002 or earlier before tryig i import a CAD drawig. Covertig CAD drawigs to Visio shapes Typically, the reaso to covert a CAD drawig to Visio is to edit a CAD drawig whe you do t have access to the program that created it. Because Visio ad AutoCAD take dramatically differet approaches to scaled drawigs, workig with coverted CAD drawigs i Visio teds to be slow ad ofte problematic. The process of covertig large CAD drawigs to Visio format voraciously devours system memory, which seds the operatig system pagig memory out to disk ad slows performace to a crawl. I additio, some CAD drawigs wo t covert at all. If you must edit a CAD drawig with Visio, keep the followig poits i mid: CAD blocks ad etities are mapped to the closest Visio shapes. Quite ofte, lies ad text blocks covert to separate shapes, reducig performace ad suckig up every bit of memory your computer has to offer. Coverted CAD drawigs do t look as good as iserted CAD drawigs, because accuracy ad some details are lost. 576

87 Itegratig CAD ad Visio 29 CAUTION Microsoft recommeds that you perform coversios i oly oe directio, because a CAD drawig coverted to Visio loses ay advaced features available oly i the origiatig CAD program. If you subsequetly recovert the Visio drawig back ito CAD, that additioal iformatio is goe. Covertig CAD symbol libraries to Visio masters o a stecil If you wat to prototype plas i Visio, you ca take advatage of predefied CAD objects by covertig libraries of CAD blocks ito Visio shapes o a custom stecil. The, drawig i Visio is as simple as draggig ad droppig your ew masters oto the drawig page. Exportig Visio drawigs to CAD format If you create a sketch of a pla i Visio, you ca export your Visio drawig to CAD format whe it s time to get serious about drawig. Durig export, Visio shapes covert to CAD etities, ad, if you iserted CAD drawigs, they go back to CAD format as they came i. You ca save Visio drawigs as DWG or DXF files. CROSS-REF Although you ca export Visio drawigs to the CAD format, for CAD users who wat to review Visio drawigs, the Visio Viewer is a easier solutio for most other audieces, as described i Chapter 11. If you re familiar with CAD programs, Visio might leave you hugry for more. Coversely, as a Visio user, you might be frustrated by the complexity of most CAD programs. However, by uderstadig ad appreciatig their differeces ad similarities, you ll kow whe to use which tool. Table 29-1 compares Visio ad CAD features. TABLE 29-1 A Compariso of Visio ad CAD Features Feature Visio CAD Coordiate Systems The Visio drawig page cotrols the CAD programs ofte iclude two coordiates you use, based o the drawig types of coordiate systems. Model page size ad scale you choose. For example, space represets the true size of the for a drawig page usig feet for measuremet objects i the model. Paper space uits ad a scale of 1:12, 1 ich o paper applies a scale to the model so you equals 1 foot i real-world measuremets. ca prit or plot the model o paper. To specify drawig size ad scale, choose With this approach, you ca create File Page Setup ad select the Page Size multiple paper spaces to display the ad Drawig Scale tabs. same model space i differet ways, for example, a site pla versus a buildig detail. cotiued 577

88 Part V Usig Visio for Architecture ad Egieerig TABLE 29-1 (cotiued) Feature Visio CAD Uits For uscaled drawigs, drawig uits are Uits represet the real-world uits simply the uits i which you defie the for the model coordiate system, drawig page, such as iches. For scaled but are t set to specific uits such drawigs, the drawig uits, which you see as feet or meters. o the ruler, are the real-world uits. Measuremet uits are the uits that Visio uses to dimesio shapes, which you choose i the Page Setup dialog box o the Page Properties tab. You ca select from U.S. uits, metric uits, publishig uits, ad eve time-based uits. Scale Drawig scale is the ratio of real-world I paper space, CAD creates views measuremets o the drawig page to the of your model i which each view uits o the priter paper. Every shape o ca use a differet scale. You ca a drawig page is draw at the same scale. use oe scale for a etire floor Whe you isert or covert a CAD drawig, pla ad aother for a costructio Visio iserts the CAD drawig at the same detail. Ulike Visio, you ca scale as the drawig page, whether or ot the compose a prit or plot with CAD drawig fits o the drawig page. multiple views, each usig a differet scale. Layers Visio layers categorize shapes ad you ca CAD layers also categorize shapes assig the same shapes to more tha oe so you ca cotrol their attributes. layer. Visio layers do t cotrol stackig order. However, ulike Visio, CAD layers You ca specify attributes such as color, ca also cotrol the order i which visibility, pritability, ad whether shapes CAD objects appear ad CAD are editable. objects ca oly belog to oe layer. Objects Shapes Blocks Displayig CAD Drawigs i Visio Visio is ideal as a viewig tool for CAD drawigs. It s easy to use ad icludes tools, such as markup ad Ik, that eve the most sophisticated CAD programs might ot offer. Of all the methods for workig with CAD drawigs i Visio, isertig them ito Visio drawigs is the preferred way to go. Your CAD drawigs look better, Visio respods faster; ad you ca still cotrol may aspects of iserted drawigs. With iserted CAD drawigs, you ca perform the followig tasks: Use Visio to review CAD drawigs produced by someoe else, addig commets with Visio shapes, text, Ik, or markup o a separate Visio layer. Isert CAD drawigs as backgrouds for Visio drawigs. For example, if you wat to use Visio to quickly prototype differet office layouts, you ca isert a CAD floor pla ito your drawig as a referece ad add Visio Furiture ad Equipmet shapes over it. From 578

89 Itegratig CAD ad Visio 29 withi Visio, you ca crop or pa the CAD drawig to chage the area that appears as a backgroud, or you ca hide or show layers. However, you ca t edit the CAD geometry. Isert CAD drawigs as details. For example, you ca isert a CAD drawig that shows a highly detailed structural coectio o a Visio drawig of a etire floor. Reviewig CAD Drawigs i Visio If viewig a CAD drawig is your oly goal ad you do t pla to add Visio shapes or eve markup o top of it, you do t have to isert the CAD drawig ito a Visio drawig. Just ope the CAD drawig directly by followig these steps: NOTE 1. Choose File Ope. 2. I the Files of Type box, select AutoCAD Drawig. 3. Navigate to the folder that cotais the file you wat to ope, select the file, ad click Ope. Visio creates a ew drawig file ad oe drawig page, iserts the CAD drawig oto the page, ad sets the Visio measuremet uits ad drawig scale to the uits ad scale of the CAD drawig. 4. To see whe the CAD drawig was last updated for example, to check that you have the latest versio of the drawig right-click the iserted CAD drawig ad, from the shortcut meu, choose Data Shape Data. The Last Updated box shows the latest modificatio data, ad the CAD File Name property shows the origial file ame of the CAD drawig. 5. After you ope the drawig, you ca crop, resize, rescale, or repositio the drawig, as well as hide or show its layers ad chage layer colors, as described i other sectios i this chapter. Image files embedded i DWG files do t appear whe you isert the CAD drawig ito Visio. However, they will appear if you covert the drawig to Visio shapes. If you have o reaso to covert the CAD drawig to Visio, you ca embed the image files i the Visio drawig directly usig the methods described i Chapter 8. Isertig CAD Drawigs ito Visio Whe isertig a CAD drawig from a DWG or DXF file ito Visio (available i both Stadard ad Professioal versios), the Visio drawig assumes the last saved spatial view of the CAD drawig, either i model space or paper space. By usig a CAD drawig saved i model space, you have more cotrol over the CAD drawig after it s iserted ito Visio. For example, with CAD drawigs saved i model space, you ca chage the CAD drawig s scale i Visio. I additio, paig ad resizig i Visio is faster whe you use model space drawigs. To isert a CAD drawig ito a Visio drawig, follow these steps: 1. Ope the Visio drawig file ad the page that you wat to cotai the CAD drawig. 2. Choose Isert CAD Drawig. I the Isert AutoCAD Drawig dialog box, avigate to the folder that cotais the CAD drawig, select the DWG or DXF file you wat to isert, ad click Ope. 579

90 Part V Usig Visio for Architecture ad Egieerig NOTE The CAD file ame must ed i DWG or DXF or it wo t appear i the Isert AutoCAD Drawig dialog box. 3. I the CAD Drawig Properties dialog box, Visio automatically sets the scale to the Visio page scale ad displays all the CAD layers. If you have specific requiremets, choose the settigs you wat, as described i other sectios of this chapter. The preview pae shows the size of the CAD drawig compared to the Visio drawig page, as show i Figure If the CAD drawig does t fit o the Visio drawig page, the best solutios are to either chage the size of the Visio paper or chage the Visio drawig scale. FIGURE 29-1 Visio sets the CAD drawig scale to match the Visio drawig scale so CAD objects ad Visio shapes appear at comparable sizes. Visio sets CAD scale to Visio page scale If the CAD drawig does t fit, chage the Visio scale or page size 4. Click OK. The CAD drawig appears o the Visio drawig page. Displayig CAD Layers i Visio Although CAD drawigs are typically teemig with layers, each iserted CAD drawig is assiged to oly oe Visio layer, amed CAD Drawig. You might thik that the CAD drawig layers are a lost cause, but withi that iserted CAD drawig, you still ca specify which CAD layers are visible, alog with the color ad lie weight for the objects o each layer. Whether you ve just iserted the CAD drawig or are workig o the Visio drawig at ay time afterward, right-click the CAD drawig o the Visio drawig page ad, from the shortcut meu, choose CAD Drawig Object Properties. Select the Layer tab ad the use oe of the followig methods: 580

91 Itegratig CAD ad Visio 29 Workig with Exteral File Refereces W he you isert or covert a CAD drawig that refereces exteral files, Visio tries to ope those exteral files as well. Visio looks for exteral referece files i a folder with the same path as the oe used whe the file was origially liked or i the same folder as the Visio drawig. Before you isert a CAD drawig or whe you receive a message that Visio ca t fid the exterally liked files, be sure to place ay exteral files i the same folder as your Visio drawig or create a folder structure that mirrors the origial used by the CAD drawig. Visibility To toggle the visibility of a layer, click the Visible field for the layer you wat to toggle (or, select the layer ad the click the Set Visibility butto). Color To specify the color of a layer, click the Color field for the layer you wat to tit (or select the layer ad the click Set Color). O the Stadard tab, click a color cell, or select the Custom tab ad specify the color you wat. Click OK. Lie Weight To specify the lie weight for lies o a layer, click the Lie Weight field for the layer you wat to modify (or select the layer ad the click Set Lie Weight). Type the lie weight i poits ad the click OK. Modifyig Iserted CAD Drawigs Although you ca t edit the CAD drawigs you isert ito Visio, you ca modify them i several ways. You ca chage uits ad scale, for example to create a thumbail image of the floor pla. If you wat to show specific portios of a iserted CAD drawig, you ca crop, pa, move, or modify the visibility of layers i the CAD drawig. You ca drop Visio shapes o top of the CAD drawig ad eve positio Visio shapes by sappig to the geometry of the iserted drawig. TIP If you wat to edit or delete idividual objects i a iserted CAD drawig, covert oly the layers cotaiig those objects to Visio shapes ad the make the chages you wat. Modifyig Uits ad Scale Whe you isert a CAD drawig ito a Visio drawig, Visio sets the CAD drawig scale to the Visio page scale, which meas that Visio shapes ad CAD objects with the same dimesios automatically appear at the same size i Visio. Eve whe you match the drawig scales whe you isert a CAD drawig, you ca chage the CAD drawig scale by draggig the border of the iserted drawig. If you use a scale other tha the Visio page scale, the CAD drawig becomes a sizable image rather tha a scaled drawig. This is helpful if you do t pla to overlay Visio shapes over the CAD drawig, for example, whe you isert the CAD drawig as a thumbail image of the overall buildig o a Visio drawig that lays out the office space i oe wig. 581

92 Part V Usig Visio for Architecture ad Egieerig Visio 2003 iserted CAD drawigs at a scale that fit them to the Visio drawig page, which immediately created icosistecies betwee the size of CAD objects ad the Visio shapes o the page. I Visio 2007, the Isert CAD Drawig commad matches the CAD drawig size to the curret Visio page scale so CAD objects ad Visio shapes appear at comparable sizes. NEW FEATURE Coordiatig CAD Uits with Visio Measuremet Uits CAD drawigs do t use pre-set drawig uits. I the CAD world, a drawig uit ca represet ay uit from a cetimeter to a ich, or eve a mile. Whe you isert a CAD drawig ito a Visio drawig, Visio iterprets CAD drawig uits as Visio measuremet uits, which might be icorrect, especially if you isert a metric CAD drawig ito a Visio drawig based o U.S. drawig uits. To chage the measuremet uit for a CAD drawig, follow these steps: 1. To check the measuremet uits for the drawig page i which the CAD drawig is iserted, select the drawig page tab ad the choose File Page Setup. 2. Select the Page Properties tab ad check the value i the Measuremet Uits box. Click OK. If you prefer to chage Visio uits, chage the value for Measuremet Uits here. 3. O the Visio drawig page, right-click the iserted CAD drawig ad, from the shortcut meu, choose CAD Drawig Object Properties. O the Geeral tab, i the CAD Drawig Uits drop-dow list, select the uits that match the Visio measuremet uits. For example, if the Visio drawig uses feet ad iches, select Feet i the CAD Drawig Uits list. 4. Click OK. Modifyig Drawig Scales CAD drawigs ofte represet very large areas, such as the sprawlig eclosure of a shoppig mall. Whe you isert CAD drawigs like this ito Visio drawigs, they might ot fit o the Visio drawig page. You ca chage the Visio drawig scale ad the CAD drawig scale to oe that squeezes the CAD drawig oto the page. If you have t draw ay Visio shapes yet, chagig the Visio drawig page size (ad possibly the scales) is aother optio. To chage drawig scales, follow these steps: 1. If you wat to chage the Visio drawig scale, choose File Page Setup ad select the Drawig Scale tab. For example, you ca chage the Visio drawig scale to fit the CAD drawig o the Visio drawig page. 2. To use a stadard architectural or egieerig scale, select the Pre-Defied Scale optio, select the type of scale you wat, ad the select the scale you wat to use. Click OK. NOTE If you wat to use a custom scale, select the Custom Scale optio ad the eter a paper dimesio i the first box ad the real-world distace it represets i the secod box. 3. To chage the drawig scale for the iserted CAD drawig, right-click the iserted CAD drawig ad, from the shortcut meu, choose CAD Drawig Object Properties. 582

93 Itegratig CAD ad Visio Select the Geeral tab, ad select the scale usig oe of the followig methods: Match CAD ad Visio scale By default, Visio selects the Pre-defied Scale optio ad Page Scale i the drop-dow list. This sets the CAD drawig to the same scale as the Visio drawig page scale ad shows Visio shapes ad CAD objects at the same size. Use idustry-stadard scale If you are oly reviewig a iserted drawig ad wo t add Visio shapes o top of it, select the Pre-defied Scale optio, i the dropdow list, select the type of scale you wat to use, ad the the specific scale. Defie a custom scale Select the Custom Scale optio ad the eter a paper dimesio i the first box ad the real-world distace it represets i the secod box. 5. Click Apply ad the check the preview of the CAD Drawig ad the Visio drawig page (show i Figure 29-1) to make sure that the CAD drawig still fits o the Visio drawig page. If the CAD drawig does t fit, either chage the Visio drawig size or chage the scales you use. 6. Whe the iserted drawig is scaled the way you wat, click OK. NOTE You ca t chage the scale of a iserted DWG drawig saved i paper space. Protectig Iserted CAD Drawigs By default, Visio protects the CAD drawigs you isert from deletio, resizig, ad repositioig. Whe a CAD drawig is locked, you ca t iadvertetly move it, repositio it, or delete it as you work o Visio shapes overlaid o top of it. However, if you do wat to repositio the CAD drawig or chage it i other ways, first you must ulock the drawig from withi the CAD Drawig Properties dialog box. To ulock a iserted CAD drawig, follow these steps: 1. Right-click the iserted CAD drawig ad, from the shortcut meu, choose CAD Drawig Object Properties. 2. Select the Geeral tab ad clear the Lock Size Ad Positio check box ad the Lock Agaist Deletio check box. 3. Click OK. 4. After you ve completed the chage to the CAD drawig, reope the Cad Drawig Properties dialog box, ad select the Lock Size ad Positio check box ad the Lock Agaist Deletio check box. I additio to the lockig you ca do with CAD Drawig Properties, you ca also lock the Visio layer o which the CAD drawig is iserted. Although this techique maily has the same effect as lockig the CAD Drawig properties, it has the added advatage of prevetig the drawig from movig whe you pa usig the Crop tool. 583

94 Part V Usig Visio for Architecture ad Egieerig Fidig the Ivisible CAD Drawig Placig a object far from the mai drawig actio is a all-too-commo error i CAD. It s easy to apply a CAD commad icorrectly or specify the wrog dimesio. Whe you do t see the object where you expect it, you might just add it agai. By doig this, you ed up with oe object where it s supposed to be, but aother out i space somewhere. If you ca t see the cotets of your CAD drawig i Visio, go back to the origial CAD applicatio ad zoom to the drawig extets. If you see a tiy speck of color off i oe corer, chaces are good that the drawig has some wayward objects. If a iserted drawig balloos past the edges of the Visio drawig page, the best solutio is to correct this issue i your CAD drawig. Ope the drawig i the CAD program, locate ad delete the objects that are misplaced, ad resave the drawig. The, isert the corrected drawig i Visio. Positioig ad Resizig Iserted CAD Drawigs Sometimes, you wat to show oly a portio of a CAD drawig, for example, the sectio of a floor pla for the offices you are layig out i Visio. Likewise, a CAD drawig smack i the middle of the drawig page is t what you wat, for example, whe you offset the floor pla o the page to make room for otes o oe side. What resizig ad repositioig i Visio does depeds o the tool you use, as described i Table You ca repositio or resize the etire CAD drawig. You ca also crop the CAD drawig, reducig the CAD drawig border so that oly a portio of the drawig appears. Paig withi a cropped border chages the portio of the CAD drawig that you see, as show i Figure TABLE 29-2 Tools for Positioig ad Resizig CAD Drawigs Visio Tool Positioig Resizig Poiter Tool Whe the Poiter tool is active, move Whe the Poiter tool is active, chage the size the etire drawig to a ew locatio of the CAD drawig o the Visio drawig page by draggig the iserted CAD drawig. (ad its correspodig CAD drawig scale) by draggig a selectio hadle. Crop Tool To pa the area of the CAD drawig To crop the CAD drawig border so oly a portio that appears withi the CAD drawig of the CAD drawig appears, right-click the CAD border, o the Picture toolbar, click the drawig ad, from the shortcut meu, choose Crop tool, click iside the CAD drawig Crop Tool. The drag a selectio hadle o the border, ad drag the Had ico to a CAD drawig border util it s the size you wat. ew locatio. Click the Poiter tool to tur off the Crop tool. Drawig Scale Does ot apply Chage the size of a CAD drawig by specifyig a differet scale i the CAD Drawig Properties dialog box. This is more precise tha draggig the iserted CAD drawig s selectio hadles. 584

95 Itegratig CAD ad Visio 29 FIGURE 29-2 Use the Crop tool to chage the border of a CAD drawig. Selectio hadles for iserted CAD drawig Click Crop tool Drag to crop CAD drawig Before you attempt to repositio or resize a iserted CAD drawig, make sure that the drawig is ulocked. To cofirm that it is ulocked, right-click the drawig choose CAD Drawig Object Properties, ad the clear the Lock Size ad Positio check box ad the Lock Agaist Deletio check box. To cofirm that the Visio layer ito which the CAD drawig is iserted is also ulocked, choose View Layer Properties ad esure that the Lock field for the CAD Drawig layer is cleared. 585

96 Part V Usig Visio for Architecture ad Egieerig TIP Whe you ve completed repositioig ad resizig the object, lock the drawig so that you do t accidetally move or resize it as you cotiue your work. Editig CAD Drawigs i Visio Covertig CAD drawigs to the Visio format is t recommeded, but sometimes, it s the oly solutio. For example, you have a CAD drawig that you received from a architect ad absolutely must make chages to it before a presetatio Moday morig. After the CAD drawig is coverted to Visio shapes, you ca use Visio tools to modify the cotets the way you wat. CAUTION If you do covert a drawig to make chages, do t covert the modified drawig back ito the CAD format. This two-way coversio ca reduce the quality of the drawig. Istead, ask the origiator of the drawig to use the CAD program to make the same chages you did. The Disadvatages of CAD Coversio CAD ad Visio formats differ sigificatly, ad covertig a CAD drawig ito the Visio format highlights those differeces. CAD drawigs ca cotai thousads, eve hudreds of thousads, of objects, each of which belogs to oe of the CAD layers. Whe you covert a CAD drawig ito the Visio format, Visio coverts those CAD objects ito Visio shapes ad assigs them to layers usig the layer ames cotaied i the source CAD drawig. Visio does t always recogize all the objects that represet the same item, such as a office chair, which should covert ito the same Visio shape. The result a coverted CAD drawig with thousads of differet shapes, each stored separately i the Visio drawig file. This glut of uique Visio shapes raises two issues with coverted CAD drawigs: Slow respose time Visio must sort through thousads of shapes ad perform tremedous amouts of processig for the simplest actios, such as selectig all the shapes ad repositioig them. Eve relatively small coverted drawigs geerate a oticeable delay i redraws or completio of commads. Large file size Whe you use Visio masters, Visio stores the defiitio of the master oly oce ad uses istaces of the master to show shapes o the drawig page. Whe you covert CAD objects ito uique shapes, Visio stores each shape defiitio separately, greatly icreasig the Visio file size. For example, a DWG file that cosumes 850KB of space might require 10MB of space after it s coverted ito Visio shapes. Whe you covert a CAD drawig, you covert the last saved view of that drawig, which might have bee saved i model space or paper space. Covertig a drawig saved i model space coverts all the objects ad text o the layers you select ito Visio shapes. However, whe you covert a drawig saved i paper space, Visio coverts oly the objects wholly cotaied withi the paper space viewport ito Visio shapes, covertig aythig partially cotaied i the viewport ito lies. 586

97 Itegratig CAD ad Visio 29 Covertig CAD Drawigs to Visio Format Because of the quatity of data that CAD drawigs ofte cotai, the Visio coversio tool helps you limit what you covert by specifyig which CAD layers to covert. Eve so, it s a good idea to elimiate uused layers, blocks, lietypes, ad other types of CAD objects from the CAD drawig before you begi coversio. To covert a CAD drawig ito Visio shapes, follow these steps: 1. Isert the CAD drawig ito Visio as described i the sectio Isertig CAD Drawigs ito Visio, earlier i this chapter. 2. Right-click the CAD drawig ad, from the shortcut meu, choose CAD Drawig Object Covert. 3. To esure that the coversio proceeds as fast as possible ad the resultig file is a maageable size, i the Covert CAD Object dialog box, click Uselect All to esure that o layers are selected. 4. I the Covert CAD Object dialog box, select oly the check boxes for the layers you wat to covert to Visio shapes. 5. To specify additioal optios for the coversio, click Advaced. A secod Covert CAD Object dialog box opes with optios for how you wat to covert the CAD drawig. 6. I the secod Covert CAD Object dialog box, show i Figure 29-3, choose coversio optios: Delete Selected DWG Layers For each layer you select for coversio, this optio tells Visio to delete the layers from the origial iserted CAD drawig, which meas you wo t see shapes duplicated betwee Visio ad the backgroud CAD drawig. Ucoverted layers remai as part of the display-oly iserted CAD drawig. Hide Selected DWG Layers For each layer you select for coversio, Visio hides the origial CAD layers. You wo t see duplicatio, but the origial CAD objects are still there i case you eed them. Delete All DWG Layers Visio coverts the selected layers ito Visio shapes ad the deletes the etire iserted CAD drawig. Covert Ito Visio Dimesio Shapes This optio coverts CAD dimesios ito Visio Dimesio shapes, which meas those shapes will recalculate dimesios as you edit the pla shapes. Covert Ito Lies ad Text This optio coverts CAD dimesios ito Visio drawig elemets, which wo t adjust as you edit the drawig. Do Not Covert Hatch Patters Ito Visio Shapes Choosig this optio dramatically reduces the umber of shapes i the coverted drawig but also meas o hatchig appears i the coverted drawig. Covert Every Hatch Lie Ito A Visio Shape The coversio processes hatchig, but also creates a separate shape for every lie of hatchig. A better alterative is to covert the drawig without hatchig ad use Visio tools to reitroduce the hatchig you wat. 587

98 Part V Usig Visio for Architecture ad Egieerig FIGURE 29-3 Specify the layers you wat to covert ad how to covert their cotets. Click Advaced to specify how Visio coverts CAD objects Select the layers you wat to covert 7. Click OK to close the Covert CAD Object dialog box ad the click OK to covert the CAD drawig ito Visio shapes. Depedig o the size ad detail i your CAD drawig, this process ca take some time. A progress bar shows you how much of the coversio process is complete. 8. After you ve coverted the layers you wat, be sure to lock the remaider of the iserted CAD drawig, as described earlier i this chapter. 9. Save the Visio drawig. Whe blocks i a CAD drawig overlap, the resultig Visio shapes i the coverted TIP drawig overlap as well, but they might ot appear i the correct order. To correct the stackig order i which coverted Visio shapes appear, choose Shape, ad the choose either Brig to Frot, Brig Forward, Sed to Back, or Sed Backward. 588

99 Itegratig CAD ad Visio 29 Covertig Multiple CAD Drawigs If you wat to covert several CAD drawigs, you ca use the Covert CAD Drawigs add-o. However, this add-o coverts each CAD drawig ito a separate Visio drawig file ad coverts every layer i each CAD drawig. If you eed more cotrol over the coversio process, covert each drawig separately usig the Covert commad. To use the Covert CAD Drawigs add-o, follow these steps: 1. Copy or move all the files you wat to covert ito oe folder. 2. Choose Tools Add-Os Visio Extras Covert CAD Drawigs. 3. I the Covert CAD Drawigs dialog box, avigate to the folder that cotais the drawigs you wat to covert, select all the files you wat to covert, ad the click Ope. 4. After Visio coverts the CAD files ito Visio drawig files, save each of the coverted files by choosig File Save. Although Visio opes the Save As dialog box, the Save As Type optio is set to Drawig (*.vsd) for a Visio drawig file. Type the ame for the ew file ad click Save. Creatig Stecils from CAD Libraries Whe you work i Visio, you do t have to forego the symbols available to you i your CAD applicatio. Symbol libraries are othig more tha regular DWG files that cotai library objects. You ca covert the symbols i those DWG files ito Visio masters ad store them o a stecil to drag ad drop as you would ay other Visio shape. Whe you covert a symbol library, each block becomes a Visio master, amed based o the ame of the origial block used to create it. Block attributes are coverted ito Visio shape data ad are stored with the master o the stecil. No matter how may symbol libraries you covert at oce, Visio places the ew masters o oe ew stecil. Block attributes become Visio shape data stored i the master o the stecil. To covert CAD libraries to a Visio stecil, follow these steps: 1. Choose Tools Add-Os Visio Extras Covert CAD Library. 2. I the Covert CAD Library dialog box, select all the DWG files for the libraries you wat to covert ad the click Ope. The add-o coverts each block i the selected DWG files to a master ad places them o a ew stecil. 3. To save the stecil, right-click its title bar ad, from the shortcut meu, click Save As. I the Save As dialog box, type a ame for the stecil ad the click Save. 589

100 Part V Usig Visio for Architecture ad Egieerig Covertig Visio Drawigs to CAD Format I some circumstaces, you might wat to save a Visio drawig to CAD format. For example, suppose you ve prototyped a pla i Visio ad do t wat to redraw it i your CAD applicatio. It s easy to save Visio files as DWG or DXF files. You simply choose File Save As, i the Save as Type dropdow list, select either AutoCAD Drawig or AutoCAD Iterchage, ad the click Save. However, you must save each page i a multipage Visio file separately. Metafiles, such as Ik objects, iserted i Visio files are ot supported whe you save a Visio file as a AutoCAD drawig. Visio maps Visio etities to the most represetative CAD elemet i the DWG or DXF file formats. Visio drawigs are saved as DWG or DXF files with fills ad hatches tured off. You ca tur fills ad hatches back o i AutoCAD by settig the FILLMODE system variable to 1 ad the usig the REGEN commad to regeerate the drawig. Summary Workig with CAD drawigs ad Visio drawigs ca go several ways. Whe you do t eed to edit CAD drawigs, isertig CAD drawigs as OLE objects ito Visio drawigs is easy ad relatively quick, but you ca still move ad resize the CAD drawigs o the Visio drawig page, ad modify settigs such as scale ad visibility. Editig CAD drawigs i Visio is possible by covertig the CAD drawigs to Visio shapes, but the slow performace ad potetial coversio problems make this a last resort. You ca covert CAD symbol libraries to Visio drawigs ad stecils, if you wat to build Visio drawigs with the symbols you use i your CAD applicatio. Ad, fially, covertig Visio drawigs to the CAD format is as easy as usig Save As with oe of the AutoCAD file formats. 590

101 Workig with Egieerig Drawigs Egieerig drawigs ca be complex, but buildig them does t have to be. The templates that Visio Professioal provides for egieerig disciplies iclude may of the shapes ad symbols you eed to prepare mechaical, electrical, ad process egieerig drawigs, diagrams, ad schematics. (Visio Stadard does t iclude ay of the egieerig templates.) What s more, you ca use basic Visio techiques, such as drag ad drop, shape text blocks, sap ad glue, ad shape data, to costruct ad fie-tue your egieerig drawigs. Although you ca drag shapes from Electrical Egieerig, Mechaical Egieerig, ad Process Egieerig stecils oto a drawig page, with basic Visio tools, you ca positio those shapes to the precise toleraces required i parts ad assembly diagrams. Coectors ad glue defie the relatioships coveyed i process flow diagrams. Egieerig stecils iclude hudreds of cofigurable shapes that make it easy to produce the documets you wat. I additio, the Process Egieerig template icludes tools that help you build a process egieerig model. You ca create compoets to track the elemets of your model ad view your model o a Visio drawig or i outlie form. This chapter shows you how to create mechaical ad electrical egieerig diagrams ad schematics. It also describes how to build process egieerig models ad create process egieerig diagrams. I additio, you will lear how to use compoets to add data to the shapes o your egieerig drawigs, tag ad umber compoets, ad geerate compoet lists ad bills of materials. IN THIS CHAPTER Explorig the egieerig templates Usig basic Visio techiques i egieerig drawigs Creatig mechaical egieerig drawigs Creatig electrical egieerig drawigs Viewig process egieerig models Migratig Visio 2000 Process Egieerig projects to Visio 2003 Creatig P&ID ad PFD drawigs Associatig shapes with compoets Workig with compoet data Taggig ad umberig compoets Geeratig process egieerig reports 591

102 Part V Usig Visio for Architecture ad Egieerig Explorig the Visio Egieerig Templates Visio Professioal icludes templates for mechaical, electrical, ad process egieerig drawigs ad schematics. The Mechaical Egieerig ad Electrical Egieerig templates iclude stecils of shapes that make it easy to assemble drawigs. The Process Egieerig templates go oe better with tools to build a model ad maage compoets. Ulike the separate egieerig categories i Visio 2003, all the egieerig templates i Visio 2007 are lumped ito the Egieerig category. Nevertheless, whe you select File New or use the Gettig Started pae, here s how the templates you see correspod to egieerig disciplies: Mechaical Egieerig Fluid Power Documet desigs for hydraulic or peumatic cotrols, fluid ad valve assemblies, fluid power equipmet, ad flow paths through systems. Part ad Assembly Drawig Produce drawigs ad specificatios that show the costructio of parts, how to assemble equipmet, or how machie parts fit together. Electrical Egieerig Basic Electrical Produce wirig diagrams, electrical schematics, or oe-lie diagrams. Circuits ad Logic Documet itegrated circuit desigs, prited circuit boards, or digital or aalog trasmissio paths. Idustrial Cotrol Systems Produce drawigs of idustrial cotrol systems ad power systems. Systems Represet compoets ad relatioships betwee electrical devices, particularly for large-scale systems such as utility ifrastructure. Process Egieerig Pipig ad Istrumetatio Diagram Desig ad documet idustrial process equipmet ad pipelies. Process Flow Diagram Represet pipig ad distributio systems ad processes. Usig Basic Visio Techiques i Egieerig Drawigs I may cases, you ca produce complex egieerig drawigs with othig more tha basic Visio tools. Cosider the followig Visio tools for buildig egieerig drawigs: Drag ad drop Drag shapes from Egieerig stecils oto drawig pages. Coectors ad the Coector tool Drag coectors oto a page ad glue the eds to Egieerig shapes or use the Coector tool to draw the coector you wat betwee shapes. Egieerig shapes are t set up to work with AutoCoect. 592

103 Workig with Egieerig Drawigs 30 CROSS-REF Refer to Chapter 5 for detailed istructios o usig coectors ad coectio poits. Drawig precisio Use sap ad glue settigs, shape extesio lies, ad the Size & Positio widow to draw ad positio shapes to the toleraces you wat. CROSS-REF Refer to Chapter 4 for more iformatio about positioig shapes precisely. Shape operatios I additio to the shapes o the Drawig Tool Shapes stecil, use Visio drawig tools ad Shape Operatio commads to draw uique parts. Shape data Associate shape data with shapes ad add values to shape data to cofigure shapes or iclude real-world iformatio about the compoets that the shapes represet. CROSS-REF To lear how to use drawig tools ad Shape Operatio commads, see Chapter 33. Shape data is discussed i Chapter 10. Text features Label shapes by editig shape text blocks or addig callouts ad other aotatio shapes. Backgroud pages Iclude title blocks o backgroud pages to idetify the cotets of egieerig drawigs. CROSS-REF Refer to Chapter 6 for more iformatio about usig text ad aotatio tools. Refer to Chapter 2 for more iformatio o backgroud pages. Workig with Mechaical Egieerig Drawigs You probably would t wat to rely o the Parts ad Assembly Drawig template to produce complex mechaical drawigs every day, but it does provide basic tools for creatig detailed part specificatios or showig how pieces of equipmet are assembled. The Fluid Power template is iteded to documet hydraulic or peumatic power systems, flow cotrol, ad fluid power schematics ad assemblies. Neither template icludes specialized meus or toolbars, but they ope several stecils with specialized shapes may of which iclude cotrol hadles or shortcut commads for cofiguratio. Drawig Parts ad Assemblies To maufacture mechaical parts, you eed drawigs that specify a part s dimesios, edges, plaes, ad curves. To assemble separate parts ito a fuctioal whole, you eed istructios that show how the parts fit together. The Visio Parts ad Assembly Drawig template icludes masters that help you costruct the geometric shapes foud frequetly o part ad assembly drawigs. 593

104 Part V Usig Visio for Architecture ad Egieerig To create a part ad assembly drawig, choose File New Egieerig Part ad Assembly Drawig. The US Uits template creates a ew ANSI B-size (17 iches by 11 iches) drawig i ladscape orietatio usig a mechaical egieerig oe-quarter scale (shapes appear o the page at oe-fourth of their actual size). The Metric template sets the paper to A4 ladscape ad the scale to 1:10. I additio, the followig stecils ope: Stecils i the Egieerig stecil category: Fasteers 1 Nuts ad bolts Fasteers 2 Rivets ad washers Geometric Dimesioig ad Toleraces Symbols used to show dimesioig origis ad toleraces Sprigs ad Bearigs Shapes for sprigs ad differet types of bearig coditios Weldig Symbols Stadard shapes that idicate differet types of welds Stecils i the Visio Extras stecil category: Aotatios Aotatio shapes for callouts, text blocks, orth arrows, referece ad sectio idicators, ad drawig scale symbols. Drawig Tool Shapes Geometric shapes ofte used for parts ad assemblies, icludig circle tagets, perpedicular lies, triagles, ad rouded rectagles. Try these shapes before divig ito Shape Operatio commads for less commo geometries. Dimesioig-Egieerig Dimesioig shapes that use stadard egieerig dimesio styles for liear ad radial dimesios. Title Blocks Frames, tables, title blocks, ad revisio blocks. Usig Geometric Shortcuts The shapes o the Drawig Tool Shapes stecil, show i Figure 30-1, are quite fasciatig. Ulike may other shapes that represet specific elemets, these shapes simplify drawig geometric costructios without resortig to basic Visio drawig tools or Shape Operatio commads. The basic drawig tools provide oly oe way to costruct rectagles ad circles. The Drawig Tool Shapes stecil offers shapes for drawig circles usig four differet sets of data ad four differet types of rectagles. For example, you ca create circles by specifyig the circle diameter, the circle radius ad oe poit o the circumferece, or by usig three poits o the circumferece. I additio to hadles that you ca drag, some shapes have shortcut meus that offer other costructios. For example, the Sector-graphical shape shortcut meu icludes the Show Complemetary Sector commad, which switches a pie slice to the rest of the pie. 594

105 Workig with Egieerig Drawigs 30 FIGURE 30-1 The shapes o the Drawig Tool Shapes stecil provide shortcuts for drawig may types of commo geometric costructios. If you work o mechaical egieerig drawigs frequetly, it s worth spedig some time explorig all the shapes o the Drawig Tool Shapes stecil. Here s a itroductio to a few of the shapes o the stecil: Measure shapes I the stecil, these masters look like measurig tapes. Drag a shape, such as Measure Tool, Horizotal Measure, or Vertical Measure, oto a page ad glue it to the shape from which you wat to measure. As you drag the gree selectio hadle aroud, the text block shows the distace from the glued poit i the set measuremet uits. Circle Tagets ad Arc Tagets These shapes are ideal for drawig systems comprised of belts ad wheels. The cotrol hadles at either ed of the Arc Taget shape adjust the radius at the correspodig ed of the shape. Draggig the yellow cotrol hadle o the Circle Taget shape chages the legth of the taget lie ad the positio of the ed poits while keepig the lie taget to the circle. To create likages for belt systems, for example, to coect oe mechaical cam to NOTE aother, drag a Arc Tagets shape oto the drawig page to represet the first cam, the drag aother Arc Tagets shape oto the page ad glue oe of its coectio poits to the first Arc Tagets shape. 595

106 Part V Usig Visio for Architecture ad Egieerig Rouded Rectagle Use this shape to quickly draw process storage taks. Chage the roudess of the corers by draggig the cotrol hadle. NOTE For shapes specifically for taks, ope the Equipmet Vessels stecil i the Egieerig Process Egieerig category. Sector-graphical ad Arc-graphical The Sector-graphical shape is a pie slice with selectio hadles for chagig the radius, origi, ad rotatio of the slice, ad a cotrol hadle that modifies the agle circumscribed by the slice. The Arc-graphical shape is a arc shape that works the same way as the Sector-graphical shape. Sector-umeric ad Arc-umeric The selectio hadles ad cotrol hadles determie the radius ad origi for the sector or arc. Istead of draggig a cotrol hadle to defie the agle circumscribed by the slice or arc, select the shape ad type the umber of degrees for the agle, eve though there s o visual idicator that tells you that. Triagle shapes These triagle shapes take you back to those halcyo days of geometry class ad Pythagoras. I additio to costructig triagles with differet sets of data you ca adjust the agles i the Right Triagle: Agle, Hypoteuse shape by selectig the shape ad typig the agle you wat. Multigo shapes To draw polygos with differet umbers of sides, drag oe of these shapes oto the drawig page, right-click the shape, ad the, from the shortcut meu, choose the polygo you wat from the triagle that appears iitially up to a octago. Creatig Sprigs, Bearigs, ad Fasteers Sprigs, bearigs, ad fasteers come i may stadard shapes ad sizes too may to iclude oe of each o the Mechaical Egieerig stecils. To provide the plethora of sizes you might eed, most of these shapes iclude shape data to cofigure shape dimesios. Whe you modify the value i a shape data field, such as the Number of Coils for a Helical Sprig shape, the shape morphs accordigly. I some shapes, you ca specify oe dimesio ad let Visio adjust the other dimesios based o idustry stadards or you ca set all the dimesios exactly the way you wat. Although these shapes are locked so you ca t resize them iadvertetly, you ca ulock ad display the shape hadles so you ca use them to resize the shapes. The followig list icludes some of the commads that appear o shape shortcut meus, depedig o which shape you right-click: Set Stadard Sizes Choose this commad o a shortcut meu to modify the thread diameter i the Shape Data dialog box. Visio adjusts the other dimesios for the shape to idustry-stadard legths. Set Dimesios Modify oe or more of the dimesios i the Shape Data dialog box to cofigure the shape the way you wat. Resize with Hadles Display the selectio hadles o a shape so you ca resize it by draggig. 596

107 Workig with Egieerig Drawigs 30 Hatched Display cross-hatchig o the shape. Choosig Uhatched from the shortcut meu removes the cross-hatchig. Simplified Show a simplified versio of the shape with some lies removed. Whe the simplified versio appears, the commad o the shortcut meu chages to Detailed. Alterate Symbol Alter the appearace of the shape slightly, such as chagig a X to a plus withi a shape. Creatig Weldig Symbols As you probably expect, the symbols o the Weldig Symbols stecil show the locatios ad types of welds o a drawig. Although the Visio weldig shapes faithfully duplicate the appearace of idustry stadard weldig symbols, you eed to kow what kid of welds are required if you wat your metal pieces to hold together. To add a weld to a drawig, follow these steps: TIP 1. Drag oe of the Arrow shapes (Arrow, Arrow with Bed, or Additioal Arrow) from the Weldig Symbols stecil oto the drawig page ad positio it so that the arrowhead poits to the weld joit. 2. To specify additioal weld iformatio, right-click the arrow shape ad, from the shortcut meu, choose Show All Aroud Circle ad/or Show Tail. 3. To add symbols to specify the type of weld, follow these steps: a. Double-click the Arrow shape o the drawig page to ope the shape s group widow. If you ca t see the drawig widow while the group widow is ope, choose Widow Tile to display all the widows side by side. b. Drag symbols that represet differet types of welds, such as V-groove, from the stecil oto the Arrow shape i the group widow. c. To aotate the weld, drag Aotatio shapes ito the group widow ad edit the text. You ca glue Weldig Symbol shapes ad Aotatio shapes to the guides i the group widow to keep symbols positioed correctly whe you resize the Arrow shape. 4. To retur to the drawig page, click the Close butto i the group widow. Aotatig Dimesios ad Toleraces Part ad assembly drawigs are typically awash with dimesios. Betwee the Dimesioig- Egieerig stecil ad the Geometric Dimesioig ad Toleracig stecil, Visio egieerig templates offer shapes for addig datum poits ad dimesios. Dimesio shapes iclude cotrol hadles you ca drag to defie the distace to measure as well as the locatio of the dimesio lies, as illustrated i Figure The cotrol hadles that 597

108 Part V Usig Visio for Architecture ad Egieerig appear deped o the dimesio shape you choose. As a example, you ca add dimesios from a vertical baselie by followig these steps: 1. Drag the Vertical Baselie shape oto the page ear the bottom of the part you wat to dimesio. Drag the gree ed poits to both positio the eds of the horizotal referece lies ad defie the distace for the first dimesio. 2. To positio the text ad vertical dimesio lie for the first dimesio, drag the yellow cotrol hadle o the first dimesio lie. 3. Drag the yellow cotrol hadle betwee the gree selectio hadles up ad to the left to add aother vertical dimesio lie. 4. After you have added the dimesios you wat, you ca drag the cotrol hadles at the top of each dimesio up or dow to chage the height of the dimesio. Whe you drag these yellow cotrol hadles to the left or right, Visio repositios the horizotal referece lie. 5. To chage the spacig betwee the vertical dimesio lies, drag the yellow cotrol hadle at the bottom of the Vertical Baselie shape. FIGURE 30-2 Drag cotrol hadles o Dimesio shapes to modify the distace you wat to measure ad the positio of the dimesio lies. Defie first dimesio ad repositio referece Chage spacig betwee dimesio lies Drag to create aother dimesio Positio first dimesio horizotally Chage dimesio ad positio referece lie 598

109 Workig with Egieerig Drawigs 30 Datum poits ad datum frames show origis ad geometric characteristics. Datum poits delieate positios that you ca use to alig shapes o differet pages or drawigs. To add these symbols, use oe of the followig methods: Datum shapes Drag a Datum shape, such as Datum Symbol or Datum (New), from the Geometric Dimesioig ad Toleracig stecil oto the drawig page ad, while the shape is selected, type the text you wat i the symbol. Press Esc to complete your text etry. Datum Frame Drag a Datum Frame shape, such as 1 Datum Frame or 2 Datum Frame, oto the drawig page, ad the double-click it to ope the group widow. To deote geometric characteristics, drag shapes, such as Cylidricity, ito the box o the left ed of the Datum Frame shape. To add text to the other boxes i the shape, double-click the box ad type the text you wat. Whe you have fiished editig the Datum Frame shape, click the Close butto for the group widow to retur to the drawig widow. Costructig Fluid Power Diagrams The Visio Fluid Power template helps you draw the pipes ad equipmet that make up fluid power systems. To create a fluid power drawig, choose File New Egieerig Fluid Power. Visio creates a ew letter-size drawig i ladscape orietatio with o scale ad opes the followig stecils: Egieerig Mechaical Egieerig stecil category: Fluid Power-Equipmet Pumps, compressors, gauges, meters, ad other types of equipmet Fluid Power-Valve Assembly Shapes that represet valves ad cotrol equipmet Fluid Power-Valves Differet types of valves Visio Extras stecil category: Aotatios Aotatio shapes for callouts, text blocks, orth arrows, referece ad sectio idicators, ad scale symbols Coectors Differet types of geeric coectors Puttig together fluid power diagrams requires othig more tha basic Visio techiques ad a backgroud i the desig of fluid power systems. Use oe or more of the followig methods to costruct a fluid power diagram: Add shapes to drawigs Drag shapes from Fluid Power stecils oto the drawig page. Recofigure shapes Right-click a shape ad choose a commad from the shortcut meu. For example, you ca cofigure the Pump/motor (Simple) shape to be hydraulic or peumatic, bidirectioal or uidirectioal, variable, or compesated. You ca also cofigure the Pump/motor (Simple) shape to represet a pump, a motor, or a combiatio of the two. 599

110 Part V Usig Visio for Architecture ad Egieerig NOTE Most but ot all shapes o Fluid Power stecils iclude cofiguratio commads o their shortcut meus. Aotate shapes Add text by selectig a shape ad typig the text you wat. After you add text, most shapes iclude a cotrol hadle you ca drag to repositio the text if it overlaps graphics o the drawig. Coect equipmet Use the Coector tool to coect equipmet, as described i Chapter 5. NOTE Some shapes o Fluid Power stecils iclude cotrol hadles that you ca use to coect them to other shapes. To fid out what a cotrol hadle does, view a scree tip by positioig the poiter over the cotrol hadle. Workig with Electrical Egieerig Drawigs To create a electrical egieerig drawig, choose File New Egieerig ad the choose the template for the type of drawig you wat. Visio creates a ew letter-size drawig i portrait orietatio ad o scale. As with mechaical egieerig drawigs, basic Visio techiques are the tools available for costructig electrical egieerig drawigs. CAUTION Electrical Egieerig shapes iclude coectio poits that are ot iterchageable, such as the positive or egative termials o a battery. Whe you costruct electrical egieerig diagrams, take care to glue to specific coectio poits, rather tha use shape-to-shape glue. Whe you glue coectors to Electrical Egieerig shapes, make sure that Visio highlights oly the coectio poits i red, ot the etire shape. Buildig Process Egieerig Models With the Visio Process Egieerig template, it s easy to draw pipig ad istrumetatio diagrams (P&IDs) ad process flow diagrams (PFDs). You ca drag shapes from Process Egieerig Equipmet stecils oto your drawig page, coect them with Pipelie shapes, ad the add shapes to represet compoets, such as valves. Process egieerig models use compoets to represet physical objects, such as pipelies or pieces of equipmet. I additio to the graphical view of your process egieerig diagram, you ca use the Compoet Explorer ad Coectivity Explorer widows to examie the hierarchy of compoets ad coectios. 600 Shape data holds iformatio about process egieerig compoets that you ca use to produce reports or equipmet lists. I additio, tags idetify ad track the compoets o your drawigs. By default, whe you drag compoets oto the drawig page, Visio adds tags ad displays the tag text i compoet text blocks. You ca choose to hide or show tag iformatio to improve the readability of a drawig. Although Visio provides predefied tag formats, you ca also create your ow. If you costruct differet views that cotai the same compoet, such as a overall pla ad a detail, you ca assig the same tag to multiple shapes, so you ca accurately track compoets.

111 Workig with Egieerig Drawigs 30 Viewig Process Egieerig Diagrams i Differet Ways I additio to Visio drawig pages, the Compoet Explorer ad Coectivity Explorer widows show compoets ad coectios i a process egieerig model i outlie form. The Shape Data widow comes i hady whe you wat to examie data associated with compoets. The Processig Egieerig templates provide the followig widows for viewig ad workig o your process egieerig models ad drawigs: Drawig widow Tur to this widow whe you wat to see how process equipmet is coected. Process egieerig diagrams ca spa multiple pages or iclude both overview ad detailed portios of a model. Whe you select a shape i the drawig widow, Visio highlights the correspodig compoet i the Compoet Explorer widow. Compoet Explorer widow This widow categorizes the compoets i a model ito groups, such as Equipmet, Pipelies, Valve, or Istrumet. The outlie shows the tag umber for each compoet as well as each shape that represets the compoet, for example, whe a compoet appears o more tha oe page of the diagram. Compoet tag umbers appear i the outlie. Coectivity Explorer widow This widow focuses o the pipelies that coect compoets i your model. Pipelies appear at the top level of the hierarchy, idetified by their tag umbers. Udereath each pipelie, the compoets coected to the pipelie are listed by tag umber. Shape Data widow Whether you select a shape i oe of the Explorer widows or o the drawig page, the Shape Data widow is the easiest way to browse values from shape to shape. Select a shape o the drawig page or i the Compoet Explorer or Coectivity Explorer widow ad its shape data appears i the Shape Data widow. Process Egieerig shapes come with several properties predefied. For example, Pipelie shapes iclude properties for lie size, material, desig pressure, desig temperature, ad more. Ope ad close Explorer widows or switch betwee Explorers depedig o what you wat to see. To ope a Explorer widow, choose Process Egieerig Compoet Explorer or Process Egieerig Coectivity Explorer. TIP Whe both Explorer widows are ope, you ca switch betwee Explorers by selectig the Compoets or Coectivity tab at the bottom of the widow. The outlie format of the Explorer widows makes it easy to see your etire model eve if it spas several drawig pages. The Expad ad Collapse icos filter the compoets you see, as show i Figure What s more, you ca perform ay tasks i the Explorer widows that you ca do o a drawig page create ew compoets, rearrage them, ad reame them. Ad the Explorer widows are particularly helpful whe you wat to fid a compoet o a complex drawig right-click a compoet i a Explorer widow ad, from the shortcut meu, choose Select Shapes. Visio zooms ito the shape o the drawig. 601

112 Part V Usig Visio for Architecture ad Egieerig FIGURE 30-3 The Explorer widows ot oly perform all the tasks you use with shapes o drawig pages. They also make it easy to fid shapes o large ad complex drawigs. Work with compoets usig ay of the methods described i Table TABLE 30-1 What You Ca Do i the Explorer Widows Task Descriptio Explorer Expad or collapse Click the plus ico to expad the outlie to Both hierarchy levels show the ext lower level i the hierarchy. Click the mius ico to hide the lower level. Select compoets Double-click a compoet or right-click Both a compoet ad the, from the shortcut meu, choose Select Shapes. Visio selects the shape that represets the compoet o the drawig page. Reame compoets Right-click a compoet i a Explorer Both widow ad, from the shortcut meu, choose Reame. Type the ew ame ad press Esc whe you re doe. Visio reames the compoet i the Explorer widows ad the drawig. Create compoets Create a ew compoet by right-clickig Compoet Explorer oly the category to which you wat to add a compoet ad the, from the shortcut meu, choose New Compoet. Associate shapes To chage the compoet to which a shape Compoet Explorer oly with other compoets belogs, i the Compoets Explorer widow, drag a shape from oe compoet to aother compoet i the same category. 602

113 Workig with Egieerig Drawigs 30 Updatig Visio 2000 Process Egieerig Projects Visio process egieerig drawigs chaged drastically betwee Visio 2000 ad Visio Projects cotaied all the drawigs ad documets for a model, icludig PFDs, P&IDs, ad other files. Projects could cotai multiple drawigs, each i its ow Visio drawig file, so the Project Explorer helped you avigate a Visio 2000 model. To take advatage of all the features i the curret Visio Process Egieerig solutio, you must update models built i Visio To do this, migrate a Visio 2000 Process Egieerig project to Visio 2002 ad the ope it i Visio Professioal The migratio process coverts each drawig i a Visio 2000 project to a separate Visio 2002 process egieerig drawig, but does t affect the Visio 2000 files i ay way. I movig to Visio 2007, you ca iclude several process egieerig drawigs i the same Visio drawig file by addig each drawig as a separate page. To migrate a Visio 2000 Process Egieerig project to Visio 2007, follow these steps: 1. To save the migrated files i a ew folder, create a destiatio folder usig Widows Explorer. 2. Ope the Visio 2000 Process Egieerig project (.vsd) i Visio Whe Visio prompts you, click Eable Macros to begi the migratio. Whe Visio prompts you to migrate all drawigs, click Yes to covert all the drawigs i the Visio 2000 project to Visio 2002 drawigs. 3. I the Browse for Folder dialog box, select the destiatio folder you created i step 1 ad the select a file ame. Visio begis to migrate the files ito the ew format. The migratio process might take some time, particularly if you are migratig a large Visio 2000 project. To avoid tyig up your computer, you ca start the migratio ad let it ru o its ow. 4. After the migratio is complete, click OK. Visio presets a summary of the ames ad paths of the migrated files. Review the summary ad the ope the migrated files i Visio Creatig P&ID ad PFD Drawigs Creatig process egieerig drawigs is t much differet tha creatig ay other type of egieerig drawig, although Visio provides a few additioal tools to simplify some tasks, such as addig valves to pipelies. The steps i this sectio provide a overview of the basic sequece for creatig a process egieerig drawig. Followig sectios provide more detailed istructios about buildig specific portios of a process egieerig drawig. To create a process egieerig drawig, choose File New Egieerig ad the choose the template for the type of drawig you wat. Visio creates a ew ANSI B-size (17 iches by 11 iches) drawig i ladscape orietatio ad with o scale. I fact, whether you wat to create a PID or a PFD, you ca choose either template, because they both ope the same stecils from the Process Egieerig category: Equipmet-Geeral Equipmet-Heat Exchagers Equipmet-Pumps 603

114 Part V Usig Visio for Architecture ad Egieerig Equipmet-Vessels Istrumets Pipelies Process Aotatios Valves ad Fittigs To assemble a process egieerig drawig, follow these basic steps: 1. Add major equipmet first by draggig shapes from the Equipmet-Vessels, Equipmet- Pumps, Equipmet-Heat Exchagers, ad Equipmet-Geeral stecils oto your drawig. As you drop them oto the page, Visio adds tags that idetify each piece of equipmet as a compoet. 2. Coect the equipmet with Pipelie shapes. The easiest way to coect Equipmet shapes usig Pipelie shapes is to click the Coector tool o the Stadard toolbar, select the Pipelie master you wat to use i the Pipelies stecil, ad the, o the drawig page, drag the mouse poiter from oe equipmet shape to aother. TIP NOTE To chage to a differet type of pipelie, select aother Pipelie master i the Pipelies stecil ad the cotiue to drag betwee Equipmet shapes o the drawig page. To modify the directio of a pipelie or the type of pipelie, chage the lie style of the Pipelie shape, as described i the ext sectio. 3. Isert valves ito pipelies by draggig Valve shapes from the Valves ad Fittigs stecil oto Pipelie shapes o the drawig page. Whe a red square appears o the Pipelie shape ad the Valve shape rotates to the orietatio of the Pipelie shape, release the mouse butto to glue the two together. Visio automatically splits the Pipelie shape ito two pieces, both of which are glued to the Valve shape. 4. Attach moitorig istrumets to equipmet ad pipelies by draggig Istrumet shapes from the Istrumets stecil oto the drawig page ear the shapes for the equipmet that the istrumets moitor. If the Istrumet shape icludes a cotrol hadle, you ca drag it to glue the Istrumet shape to the shape for the compoet it moitors. 5. Aotate the drawig by draggig shapes from the Process Aotatios stecil. 6. Add data to compoets. Choose View Shape Data Widow. Select a shape, click a shape data field, ad the type or select a value. Buildig Pipelies Pipelies are compoets that coect equipmet, such as vessels or cetrifuges. However, whe you coect Pipelie shapes to oe aother or add shapes for other equipmet compoets to them, Visio splits the Pipelie shapes ito separate shapes. Although a pipelie might comprise several separate shapes o the drawig page, Visio keeps them all associated with the same compoet ad sharig the same tag ad shape data values. 604

115 Workig with Egieerig Drawigs 30 Specifyig How Pipelie Shapes Behave To cotrol how pipelies behave whe you add valves or coect other pipelies, choose Process Egieerig Diagram Optios ad the specify the followig optios: To split Pipelie shapes whe you drop Valve ad Fittig shapes oto them, select the Split Pipelies Aroud Compoets check box. To split Pipelie shapes whe you coect other Pipelie shapes to them, select the Split Pipelies Whe Braches Are Created check box. I the Use This Shape At Pipelie Braches drop-dow list, you ca choose the shape that Visio iserts to desigate braches, such as Juctio. NOTE If Pipelie shapes do t split despite turig o the above settigs, be sure that you are gluig to shape geometry. Choose Tools Sap & Glue ad check the Shape Geometry check box uder the Glue To headig. To repair Pipelie shapes whe you delete compoets or other Pipelie shapes, select the Repair Split Pipelies check box. To istruct Visio to automatically umber the compoets you add, select the Number Compoets Whe They Are Added To The Drawig check box. Addig Compoets to Pipelies Whe you drop a Valve shape oto a Pipelie shape, Visio splits the Pipelie shape ito two pieces, with the eds of the two segmets glued to the compoet you iserted, as show i Figure The two shapes still belog to the same compoet ad share the same tag ad properties as the origial Pipelie shape. Whe you coect oe pipelie to aother, the origial Pipelie shape also splits ito two pieces. Visio adds a Juctio shape at the poit where the three Pipelie shapes itersect (the added pipelie ad the pipelie that s bee split i two). Although you do t see Juctio shapes o the drawig page, they do appear i the Coectivity Explorer widow. TIP If you wat to display Juctio shapes for example, to validate your drawig choose Process Egieerig Diagram Optios, check the Split Pipelies Whe Braches Are Created check box, ad the select Juctio i the drop-dow list. To add a valve or fittig to a pipelie, follow these steps: 1. Drag a Valve or Fittig shape from the Valves ad Fittigs stecil ad positio it o top of a Pipelie shape. 2. Whe Visio displays a red square ad rotates the valve or fittig to the pipelie, release the mouse butto. Visio splits the Pipelie shape i two, gluig the two Pipelie shapes to either ed of the valve or fittig shape. 605

116 Part V Usig Visio for Architecture ad Egieerig FIGURE 30-4 Whe pipelies split, the shapes still belog to the same compoet. Two pipelie shapes i oe pipelie Pipelie shape splits whe valve is added NOTE Whe you delete a valve or other compoet that splits a pipelie ito two pieces, the pipelie heals ito a sigle shape. However, if you delete a compoet betwee two differet pipelie compoets, the pipelies remai separate compoets. If pipelies that belog to the same compoet do t repair themselves whe you delete a compoet, choose Process Egieerig Diagram Optios ad check the Repair Split Pipelies check box. Cotiuig Pipelies o Other Pages I some circumstaces, you might wat to cotiue the same pipelie o differet pages, for example, a log pipelie that coects hudreds of equipmet compoets. The Process Aotatios stecil icludes shapes for idicatig that a pipelie cotiues o aother page. Despite their ames, these shapes are idetical to Off-Page Referece shapes. To lear how to use these shapes to cotiue pipelies, follow the istructios for Off-Page Referece shapes i Chapter 6. Workig with Compoets I a process egieerig model, compoets represet idividual real-world objects such as valves, pumps, or pipelies. I Visio process egieerig drawigs, compoets are made up of oe or more Visio shapes. For example, a mai pipelie with several itersectig braches requires a separate Visio shape for each segmet, but to you, it s still oe compoet. Each compoet icludes properties, such as pressure, temperature, or material, which apply to all the shapes i it. 606