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Architectural Programming and Schematic Design Software Affinity 5.5 – 5.6 Delta Training © 2009 Trelligence, Inc. Trelligence Affinity v 5.6Trelligence Affinity v. 5.6
Project Program – Customizable views & new column headings – View Settings Icon & Export to CSV – Layout Tab – Relationships Tab Schematic Design – Assign non-program items to groups in the Space Program – Label customization – Cascading Style Sheets (CSS) – Color legend – View Settings icon & export to SVG – Mass property changes Search Function – Find and sort by properties, room types, departments, etc. Report Editor – Customizable via Template Editor (Advanced Training) – Content – Text, Tables, Affinity Views & Images – Style control – Cascading Style Sheets (CSS) © 2009 Trelligence, Inc.Trelligence Affinity v Whats New in Affinity 5.6?
PROJECT PROGRAM: NEW VIEWS Section 1.1 © 2009 Trelligence, Inc.Trelligence Affinity v. 5.63
© 2009 Trelligence, Inc.Trelligence Affinity v Create New Views Affinity 5.5 offered several views as seen below, including the Program2 view that was available for users to customize. Affinity 5.6 includes the same views, AND allows you to build additional custom views as needed. To add a new view: 1.Click the arrow next to View in the toolbar => click edit 2.Hit ENTER on your keyboard to add a new line and type a name for your new view 3.Click OK 4.Click the arrow next to View and select the new view from the drop-down list to begin editing Enhanced
© 2009 Trelligence, Inc.Trelligence Affinity v Customize Columns in Space Program Customize the new view by selecting which columns you wish to show or hide. In Affinity 5.6, all space properties are available as column headings, and the properties listed in the drop-down menu can be controlled via the Template Editor. Note: Affinity 5.5 required a refresh to view changes. In 5.6, changes appear automatically upon exiting the drop-down menu. To Select/Deselect Column Headings 1.Right-click on any column heading 2.Click the check boxes to select or deselect items 3.Click anywhere outside of the drop-down menu to view changes 4.Select a cell and change the cell values as necessary Note: direct changes to cell values is a new capability in Affinity 5.6 Enhanced
© 2009 Trelligence, Inc.Trelligence Affinity v Edit Settings via the View Settings Icon The global View Settings icon in the toolbar allows you to control the settings for the current view, meaning that the available settings will change depending on which view you are in. The available Space Program view settings are shown below: What do these settings do? 1.Show Totals: shows/hides the Totals row for each group. 2.Fit Columns: changes how the columns fit to your screen (fit to the view vs. left-justified). 3.Show Component Items: lists the instances of that component that have been laid out in the schematic design view. 4.Item Colors and Warnings: toggles colors and warnings (red alerts) on/off (you can also use the icons in the toolbar). 5.Show Units: turns visibility of units on/off Enhanced
Export to CSV Affinity 5.6 enables users to export any tabular view to a CSV file. This functionality is especially useful for quickly sharing data with other project team members and clients. You can use this as an easy reporting format, allowing you to save the customization of reports until later in the process. To export the program view to CSV 1.Open the view that you want to export 2.Click File => Export 3.Choose the destination folder and enter a file name 4.Next to Files of Type, select CSV Files 5.Click Export 6.Open the new CSV File using Excel and view your results. © 2009 Trelligence, Inc.Trelligence Affinity v DEMO NEW !
PROJECT PROGRAM: LAYOUT TAB Section 1.2 © 2009 Trelligence, Inc.Trelligence Affinity v. 5.68
Add Objects to Layout Tab The Layout Tab is new in Affinity 5.6; this tab enables users to edit the layout of a space without entering Schematic Design. Components can be added and arranged directly in the layout tab. When you place the space in the schematic design view, it will contain the layout. Note: set the layout tab prior to placing the space in schematic design to view the components. To add objects to the Layout Tab: 1.Select a space in the navigation pane and click the Layout tab 2.Right-click in the view to add a new object (Add => Object) 3.Select the ellipses next to Item Type and choose the appropriate item from the folders/sub-folders 4.Click OK twice to close both dialogs. © 2009 Trelligence, Inc.Trelligence Affinity v NEW!
Add Objects to Components Tab You can also build a list of objects in the Components tab. Then, in the Layout tabs unassigned container, you can drag and drop components to the layout view. To Add Objects to the Unassigned container: 1.Click the Components tab 2.Right-click anywhere in the view, and select Add => Object 3.Select an object and click OK 4.Click the Layout tab 5.Hover over the bottom of the layout view until the Unassigned container is visible 6.Drag and drop an object to the layout view © 2009 Trelligence, Inc.Trelligence Affinity v NEW! DEMO
PROJECT PROGRAM: RELATIONSHIPS TAB Section 1.3 © 2009 Trelligence, Inc.Trelligence Affinity v
Create Adjacency Requirement The Relationships tab shows a visual representation of adjacency requirements (relationships) that are set in the Space Program. Relationships are visible at the sub-group, group, and Space Program levels. In this tab, you can arrange the spaces or groups to ensure that all relationships are met. Then, use it as a starting point for a more precise layout in Schematic Design. To Visualize Adjacency Requirements: 1.Select the space 2.Click the Requirements Tab 3.Click the Add Requirement button => select the sentence item must be next to item 4.Select the space that you want to create a relationship with from the drop-down list (click the arrow to the right to access the drop-down list). 5.Click OK © 2009 Trelligence, Inc.Trelligence Affinity v Review
View Requirement as New Relationship Once you create a new requirement, you can view it as a relationship at the group, sub-group, and Space Program levels. You can also add and delete relationships in this view. Red arrows indicate that the relationship is violated, while blue arrows indicate that relationships are met. To Visualize Relationships: 1.Select the group or sub-group 2.Click the relationships tab 3.View the arrow connecting the spaces 4.To add relationships, hold the Shift key down and select two spaces 5.R-click in a space => relationships => add relationship 6.A new arrow will appear. You can delete relationships in the same manner. 7.Move the spaces around until all arrows are blue in color, meaning the requirement is met. © 2009 Trelligence, Inc.Trelligence Affinity v NEW!
Layout Relationships in SD You can use this layout to begin your schematic design. Click on the schematic design section, then drag and drop the department onto the layout view. Now you can create a more precise design, while maintaining the general layout of the spaces. Refer to the details pane to ensure that your schematic design continues to meet the adjacency requirements. © 2009 Trelligence, Inc.Trelligence Affinity v To begin SD with the relationships layout 1.Hold the ALT key while you drag/drop the department onto the layout view 2.Align the spaces more precisely 3.Click on the story and open the details pane (right of screen) 4.Click the Requirements tab, and ensure the adjacency requirements are met 5.If the requirement is highlighted in red, then adjust the spaces until the red alert disappears. NEW! DEMO
SCHEMATIC DESIGN: ASSIGN ITEMS TO SPACE PROGRAM GROUPS Section 2.1 © 2009 Trelligence, Inc.Trelligence Affinity v
Assign SD Items to Space Program Groups Any non-program item placed in schematic design can be assigned to specific program groups from the SD view, allowing users to see the item as a component of the group and include the area of the space in the actual column. This is especially useful when a project is already in-progress in a BIM/CAD tool like Revit. Now you can synchronize with Affinity and assign the spaces to the program quickly and easily. To assign an item to a program group: 1.Select the item in schematic design 2.Open the details pane => click the ellipses next to the Program Group property 3.Select a group 4.Click OK 5.Go to the Space Program section to view the space in the assigned group. 6.If you cannot see it, click the view settings icon => ensure that the Show Component Items property is selected 7.Close to view the program © 2009 Trelligence, Inc.Trelligence Affinity v NEW! DEMO
SCHEMATIC DESIGN: LABEL CUSTOMIZATION (CSS) Section 2.2 © 2009 Trelligence, Inc.Trelligence Affinity v
Create New Style for Room Labels Space labels in the schematic design view can be edited using the new label style property, located in the details pane. The style property uses cascading style sheets (CSS) to apply styles to text, which adjusts label characteristics like font, size, color, and border. You can also add new style sheets designed specifically for your project. © 2009 Trelligence, Inc.Trelligence Affinity v To create a new label style 1.Select the space with the label you want to edit 2.Open the details pane => properties tab => click on the ellipses next to the cell for the property, Label Style (under Display Properties) 3.In the Select Style dialog, click edit to edit a style or create a new one 4.Click the new style icon, type a style name in the Add Style dialog, choose the style you want to base it upon, and click OK. NEW!
Edit Labels Style Once you create a new label style, you can edit it in the Edit Styles dialog. You can also edit other existing styles in this dialog, by selecting them from the style drop-down menu. © 2009 Trelligence, Inc.Trelligence Affinity v To edit a label style 1.Select the style from the drop-down menu 2.In the section labeled, Item-Specific, select an item to edit 3.On the right, the attributes pane will appear allowing you to edit the color, border, margin, padding, etc. 4.When you are finished editing that item, you can select another item to edit, or click OK to close the dialog and apply the new style to labels in SD. 5.The Select Style dialog is still open, select the new style and click OK to apply the new style. NEW! DEMO
SCHEMATIC DESIGN: COLOR LEGEND Section 2.3 © 2009 Trelligence, Inc.Trelligence Affinity v
Select Property Filter for Color Key The new color legend enables visualization of spaces in Schematic Design based on various filters, represented by a color-coded legend. The color key is editable and can be based on space types, departments, and space properties. This feature is especially useful for presentations to clients or project team members. © 2009 Trelligence, Inc.Trelligence Affinity v To add/edit the color legend: 1.Click the View Settings icon 2.Under the Display section, click the ellipses next to Color Key 3.In the Select Property dialog, choose the filter property, then click OK 4.Ensure that the Show Legend property is turned on and click Apply to view the legend 5.You can reposition the legend in the SD layout view. NEW!
View the Color Legend in SD © 2009 Trelligence, Inc.Trelligence Affinity v NEW! View Filtered by Space Type ColorView Filtered by Department Color DEMO
SCHEMATIC DESIGN: OTHER VIEW SETTINGS & EXPORT TO SVG Section 2.4 © 2009 Trelligence, Inc.Trelligence Affinity v
View Settings in SD The View Settings icon in schematic design enables you to quickly access settings relevant to the layout view, including the color legend, grid spacing, and snap, resize, and rotate increments. © 2009 Trelligence, Inc.Trelligence Affinity v Enhanced
Export 2D to SVG File Affinity 5.6 enables the export of 2d schematic design to SVG file for quick transition into graphic design tools like Adobe Illustrator. This feature is especially beneficial for clients who prefer to create custom graphics and presentations in a variety of design tools. © 2009 Trelligence, Inc.25 NEW! Ensure that SVG Files is selected from the file type drop-down when exporting.
SCHEMATIC DESIGN: MASS PROPERTY CHANGES Section 2.5 © 2009 Trelligence, Inc.Trelligence Affinity v
Make Mass Property Changes After spaces are placed in schematic design, you can mass change properties by selecting multiple spaces and using the Details Pane to assign new property values. © 2009 Trelligence, Inc.Trelligence Affinity v Enhanced To make mass property changes: 1.Select multiple spaces by holding down the Shift key as you click on them. Or, you can hold down the left mouse button and drag over the spaces. 2.Open the details pane and select any property that you want to change for all items. *This is a good way of assigning spaces to scenarios* 3.Select the appropriate values and click OK if necessary to close a dialog. 4.You may need to click the refresh icon to view your changes. DEMO
REPORTS & ANALYSIS: SEARCH FUNCTION Section 3 © 2009 Trelligence, Inc.Trelligence Affinity v
Use the Search Function The new search function is located under the Reports & Analysis section. This area allows you to search the program and the design independently for items that fit a certain criteria/test. If the result of the expression is true, then the item is included in the results list. © 2009 Trelligence, Inc.Trelligence Affinity v Enhanced To create a new search: 1.Click the Reports & Analysis section 2.Select Searches 3.Next to Search In at the top of the view, select Program or Design 4.Select an Item Type to search, Generic Room is the default and will search all spaces. 5.Enter an expression in the cell next to Filter (e.g.=footprintArea_Value>300) 6.Hit Enter 7.Right-click a column heading to edit the view (same as in the space program) Note: More information on equations and search expressions is available in the Affinity User Guide, in Chapter 9 under the Calculated Fields section. DEMO
REPORT EDITOR: CREATE A NEW REPORT Section 4 – Advanced Features Training © 2009 Trelligence, Inc.Trelligence Affinity v
Customize a New Report The Report Editor is a new section of the Affinity Template Editor that enables users to create new reports and customize the contents and styles. © 2009 Trelligence, Inc.Trelligence Affinity v Sections of the Report Editor 1.Contents Section includes: a. Page Header b. Body c. Page Footer 2. Properties Section includes: a. Report Properties b. Item Properties c. Field Properties 1a) Page Header 1b) Body 1c) Page Footer 1 2a) Report Properties 2b) Item Properties 2c) Field Properties 2 NEW!
Create a New Report © 2009 Trelligence, Inc.Trelligence Affinity v To Create a New Report: 1.Open the Template Editor 2.Click the Reports & Analysis section 3.Click on Add in the left navigation pane 4.Enter a report name and click OK 5.Select the new report to edit it Create multiple new reports or edit existing reports in the Reports & Analysis section of the template editor. NEW!
Add New Report Items © 2009 Trelligence, Inc.Trelligence Affinity v To Add New Report Items: 1.Select the report in the navigation pane 2.Click the Add button at the bottom of the screen 3.Select the desired report item 4.Click OK 5.Repeat until all items are added to the report The new Report Editor provides a wide range of items (listed below) that you can add to customize reports. Some items are more generic - like tables and text areas, and others will produce the exact Affinity view - like the Space Plan Diagram and Relationships Diagram. ItemDescription TableGeneral two-dimensional table of cells TextText block ImageAn image file SeparatorSeparator line BreakPage Break Relationships DiagramRelationships diagram view Space Plan DiagramSpace Plan view Entity Hierarchy TableEntity tree (like the Project Outline view) Entity List TableA list of items Space Program TableA Space Program table Requirements TableA Requirements table NEW!
Edit Report Properties © 2009 Trelligence, Inc.Trelligence Affinity v To edit the Report Properties: 1.Top Entity establishes the context for what is shown in the report, including the project, program, space program, etc. 2.Enter one of the item names as seen in the list below as a value next to the Top Entity cell (i.e. =PROJECT): The Report Properties are always visible in the properties section, regardless of which item is selected in the contents section. NEW! ItemDescription =PROJECTThe project object (this is the default) =PROGRAMThe root of the program tree =SPACEPROGRAMThe space program =SITEPROGRAMThe site program =SITEThe site object =BUILDINGThe building object =APROJECT.getEntities ("Program", "prompt") Prompt the user to select a program item =PROJECT 3.Click the ellipses next the Default Style cell to open the Select Style dialog and choose a style, or create a new one (as in section 2.1). 4.Enter a Title and Report Date as appropriate.
Edit Item Properties © 2009 Trelligence, Inc.Trelligence Affinity v The item properties are contextual – they change depending on the item that is selected in the contents section. To change an items properties, click on the grey bar to the left of the item until the properties section changes to match your selection. Some of the available properties are shown below: NEW!
Edit Item Properties © 2009 Trelligence, Inc.Trelligence Affinity v The report editor enables users to include images and Affinity views in the reports. Properties for these items include: NEW!
Adding Images to a Report © 2009 Trelligence, Inc.37 Images, e.g. logos, other graphics should be in.jpg format, and stored in the templates Graphics directory. Images can be added to a table cell, or can be added as a separate Image section in the report To add an Image section: Click Add / Select Report Item = Image An Image section is added to the report In the Image Properties section, enter: Filename (point to the.jpg file in the graphics directory of the template) Set the alignment (e.g. middle) Set the width and height (in whole numbers, not %s) The image will be displayed in its own section in the report: NEW!
Adding Images to a Report © 2009 Trelligence, Inc.38 Images, e.g. logos, other graphics should be in.jpg format, and stored in the templates Graphics directory. Images can be added to a table cell, or can be added as a separate Image section in the report To add an Image to a report cell, e.g. the Header or Footer: Select the table cell and enter the following information in the Table Cell Properties: Data: HTML string that specifies the location and size of the image (logo) file Set the Alignment (e.g. right) The image / logo will appear in the report, e.g. the Header: The HTML syntax is: NOTE: This will be updated in a future release to simplify the syntax required. NEW!
Save and View Changes © 2009 Trelligence, Inc.Trelligence Affinity v *SAVE* the changes to your report by clicking on the save changes button at the bottom center of the view before you leave the report section (Affinity will prompt you to save changes). Once you save the report, you can view the report changes in the Affinity project file. NEW! Note: You do not need to close and re-open the Affinity desktop to view the changes – simply leave it open to act as a report preview.
THANK YOU! Conclusion of 5.5 – 5.6 Delta Training © 2009 Trelligence, Inc.Trelligence Affinity v For more information on Affinity 5.6, please refer to the Affinity User Guide. More details about the new Report Editor, search functions, calculated properties, and equations are located in Chapter 9: Advanced Features
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