allplan 2013 allfa tt manual

8/12/2019 Allplan 2013 Allfa TT Manual

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Allfa T

Manual

Allplan 201


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This documentation has been produced with the utmost care.

Nemetschek Allplan Systems GmbH and the program authors have noliability to the purchaser or any other entity, with respect to anyliability, loss, or damage caused, directly or indirectly by this software,including but not limited to, any interruptions of service, loss of

business, anticipatory profits, or consequential damages resulting fromthe use or operation of this software. In the event of discrepanciesbetween the descriptions and the program, the menu and program linesdisplayed by the program take precedence.

Information in this documentation is subject to change without notice.Companies, names and data used in examples are fictitious unlessotherwise noted. No part of this documentation may be reproduced ortransmitted in any form or by means, electronic or mechanical, for anypurpose, without the express written permission of NemetschekAllplan Systems GmbH.

Parts of this product were developed using the Xerces library of 'TheApache Software Foundation'.PHP 4 and PHP 5 are distributed under the PHP License v3.01,Copyright (c) the PHP Group.

Allfais a registered trademark of Nemetschek Allplan Systems GmbH,Munich.Allplanis a registered trademark of Nemetschek AG, Munich.AutoCAD, DXFand 3D Studio MAXare trademarks or registeredtrademarks of Autodesk Inc., San Rafael, CA.Microsoft, Windowsand Windows Vistaare either trademarks orregistered trademarks of Microsoft Corporation.

MicroStationis a registered trademark of Bentley Systems, Inc.Oracle and Java are registered trademarks of Oracle Corporationand/or its subsidiaries.Opticon, PHL2700 and IRU2700 are trademarks of Opticon Inc.All other (registered) trademarks are the property of their respectiveowners.

Nemetschek Allplan Systems GmbH, Munich. All rights reserved.

1st edition, September 2012

Document no. 130eng03m01-1-BM0912


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Manual Contents

ContentsWelcome! ...................................................................................

Introduction ....................................................................................................

Allfa TT's most important properties ......................................................

Help and support ...........................................................................................

Allfa TT .......................................................................................

Basics ..................................................................................................................

Basics ..........................................................................................................................

Advantages of Allfa TT .........................................................................................Considerations before working with Allfa TT ..............................................

User interface .........................................................................................................

Catalogs.....................................................................................................................

Custom attributes .................................................................................................

Assignments .............................................................................................................

Object types .............................................................................................................

Copy and move .......................................................................................................

Bookmarks ................................................................................................................

Bulk update .............................................................................................................

Tools ..................................................................................................................

Creating an address ..............................................................................................

Assigning an address ............................................................................................

Creating an item ....................................................................................................

Linking items with graphics ..............................................................................

Assigning attributes to items ...........................................................................

Adding items ...........................................................................................................

Creating an item structure .................................................................................

Creating a structure .............................................................................................

Creating attribute templates ............................................................................

Assigning an attribute template ......................................................................

Creating a custom attribute .............................................................................

Creating a function ..............................................................................................

Assigning a function............................................................................................

Defining the building structure ........................................................................


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Toolbars .....................................................................................................................

Drawing ............................................................................................................

background graphics ............................................................................................

Drawing objects using rooms as an example...............................................

Properties.................................................................................................................

Thematic views .......................................................................................................

Colorizing.........................................................................................................

Creating color definitions based on linked objects ...................................

Modifying filling alternatives ...........................................................................

Creating color definitions based on object attributes ............................

Creating filters ........................................................................................................

Legend .......................................................................................................................

Charts ..................................................................................................................

Allfa Search ...............................................................................

Finding data ....................................................................................................

Defining filters ...............................................................................................

Allfa ActiveReports .................................................................

Allfa ActiveReports .......................................................................................

Creating an ActiveReport ...........................................................................

Creating group evaluations using the editor .......................................

Defining filters ...............................................................................................Creating templates .......................................................................................

Allfa data exchange ................................................................

Configuration .................................................................................................

Import ...............................................................................................................

Importing data ........................................................................................................

Import options ........................................................................................................

Import analysis ......................................................................................................

Import protocol .....................................................................................................

Allfa history ..............................................................................

Setting the context date ............................................................................


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iv Contents Allplan 2013

Validity of objects ............................................................................................ 166Start date and end date .......................................................................................... 166

Terminating or deleting objects ........................................................................... 167Time phases ........................................................................................................ 168

Creating time phases ................................................................................................ 169Editing time phases .................................................................................................. 169Deleting time phases ................................................................................................ 170

Allfa Variants ............................................................................ 173

Managing variants ........................................................................................... 173Creating new variant projects .............................................................................. 173Creating new variants .............................................................................................. 174Assigning objects to variants ................................................................................ 174

Activating variants .......................................................................................... 175Starting the mode for editing variants ............................................................. 175Quitting the mode for editing variants ............................................................. 175Carrying out variants ............................................................................................... 175

Glossary ...................................................................................... 177

Index ............................................................................................ 179


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Manual Welcome!

Welcome!Facility management is subject to constant change. As soon as alis entered, it has to be updated again. Therefore, optimum tools agreat benefit. Allfa TT, Nemetschek Allplan facility managementsoftware, is particularly designed for planning and managingbuildings, areas and equipment as well as planning and organizrelocation operations.

Facility management solutions help you process and represent dathat it can be analyzed in a quick and comfortable manner, thussimplifying decision-making. Allfa TT supports this process byproviding tried and tested methods for presenting and analyzing

In facility management, different user groups have to be able to a

the same data. Allfa TT offers a number of options, taking into accthe varying requirements of those involved. For example, facilitymanagers have access to an architecture-oriented representation odata. HR accounting, on the other hand, need the data for finanaccounting purposes or the fire protection engineer wants to see wrooms are combined into a fire alarm control unit.

Facility management operations impose ever-increasing demandsoftware. Allfa TT quickly provides you with all the data you neemake decisions and presents it in a clear and transparent manne

Allfa TT is easy to understand and use thanks to its flat, clear prog

structure (flat design), which was the focus during development wWhatever you want to do, you will always find your way aroundprogram because its user interface hardly changes. In addition, ycan make individual user settings to customize the program for needs.


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2 Introduction Allplan 2013

IntroductionThis manual consists of three sections:

General concepts and usage of Allfa TT Descriptions of the modules that come with Allfa TT GlossaryThis manual assumes that you have a working knowledge of MicrosoftWindows programs and that you are familiar with basic CAD concepts.


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Manual Welcome!

Allfa TT's most important properties You can efficiently manage all information involved in facili

management.

You can display information on history. Allfa TT provides object-oriented selection. You can display and visualize data. You can edit data graphically. You can use catalogs to store data in a structured and standar

manner.

You can enter additional information at any time. You can use a database to manage data alphanumerically an

graphically. Allfa TT provides high levels of data security and protection. You can add boxes as you need. You can quickly and easily create reports and analyses withou

programming skills.

Allfa TT provides a standard tool for finding information quiand a special wizard for carrying out complex research opera

Allfa TT automatically stores all information in the database. Allfa TT facilitates concurrent editing of an arbitrary numbe

users, who can even work on the same room or drawing. Customizing service: you can have Allfa TT customized for y

company's needs.

Additional solutions like Allfa TTi make all data availablethroughout your company based on Intranet and Internet. All

Benefit from the advantages provided by additional solutionAllfa Variants, Allfa Key, Allfa Documents or Allfa Maintena


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4 Help and support Allplan 2013

Help and supportIn addition to this help system, registered customers can find usefulhelp topics in the user forum of Allplan Connect

(https://www.allplan-connect.com/).If any user-specific questions or problems arise, please contact ourconsultants or technical support at +49 89 92793-8888 [email protected].

For more information, visit www.allfa.com. Or send an email [email protected].
https://www.allplan-connect.com/https://www.allplan-connect.com/


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Allfa TT

BasicsBasics

With Allfa TT, you can display your data in a tree structure (on paas you would in Windows Explorer. You use the main structure page10)and substructure (on page10)to specify which data isdisplayed in the corresponding tree. In the tree structure, you creobjects and structures, copy and move data and select the objects edited. Like Windows Explorer, the area on the left provides an

overview of the data structures. In the detail section (on page14the right, you edit the objects selected in the tree.

Within the detail section, all objects are edited in the same way.principle, you can choose between four different view options (se"The four view options"on page15)for each object. Within a vioption, all objects are also edited in the same way. You can switbetween the different view options at any time.

Advantages of Allfa TT

Allfa TT quickly provides you with all the company data you requcarry out all the core tasks of facility management. You can useTT as a network version or a standalone version.

Getting started - advantages

You easily find your way around Allfa TT as its layout is simithat of Microsoft Windows.

You quickly learn how to use Allfa TT efficiently. Allfa TT includes a wide range of functions. You can customize Allfa TT for your needs. Allfa TT provides different views for the task at hand. Allfa TT is customizable by the user.


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6 Basics Allplan 2013

Considerations before working with Allfa TT

Before you start entering data in Allfa TT you should spend some timethinking how to use Allfa TT as efficiently as possible. You shoulddecide Allfa TT which tasks you want to tackle and which results you

want to obtain.Decide on the following:

Tasks in your company you want to accomplish using Allfa TT Structure of real estate etc. How best to structure buildings? What is to be analyzed using Allfa TT (e. g. occupancy of rooms by

employees)?

How precisely do you want to represent information in Allfa TT(e.g. equipment)?

What is to be entered (e.g. items, attributes)?


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Manual Allfa TT

User interface

General elements of the user interface

Title bar

Thetitle barof Allfa TT's main window shows the Allfa TT prodname, the current structure and the active editing object.

Menu bar

You can use themenu barto select all the tools provided by Allf


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Toolbar

Thetoolbarcontains the most important tools, which you can select byclicking. You can also open these tools on the menu (see "Menu bar"on page7).

Allfa TT-specific elements of the user interface

Context date

In addition to the present - that is today's date - the edit statuscurrently displayed can also be in the past or in the future. The contextdateindicates this using a color as an aid to orientation: red representsthe past, green the present and blue the future.


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Tree structure

Thetree structureplays a central role when it comes to creatingobjects and modifying existing objects. In addition, you select thstructures and catalogs you want to edit.

You can use the tree structure to ...

Select the main structure and substructure in order to edit theobjects according to different criteria.

Display an overview of a data record's hierarchy. Select the object you want to edit. Create new objects. Move and copy objects.You can select themain structureand substructurein the uppeof the tree structure.

It is followed by the overviewarea of the tree structure. The datdisplayed in the overview varies depending on the settings you min the main structure and substructure boxes.

The overview also displays the hierarchic levels of an editing obYou can expand the structure of the editing objects to see whichrecords and how many hierarchic levels are subordinate to an ob

Select the objects you want to edit in the tree structure. You canedit them based on different criteria in thedetail sectionto the rigthe tree structure.

The tree structure provides numerous tools for editing data recorYou can select these tools using the shortcut menu. To open theshortcut menu, click the selected object with the right mouse bu


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Main structure

Use this box to select the different structures and catalogs for editing.An icon is assigned to each structure and catalog for better orientation.While you are working, the icon of the active structure is displayed inthe tree structure and detail section.

The selection and editing options in the tree structure vary dependingon the main structure you select. In addition, the main structure and

the substructure are mutually dependent. In other words, thesubstructures offered reflect the current setting in the main structure.

Substructure

Use the entries of the substructure to specify the criteria based onwhich you want to edit data. The options in the substructure boxdepend on the main structure. Some options are only presented whenyou have selected the corresponding entry in the main structure.

Whereas only one entry can be selected in the main structure at anyone time, you can select as many entries as you need in thesubstructure. The overview area of the tree structure only displays thehierarchic levels selected in the substructure box. The selection ofcriteria also affects the tabs in list mode. In list mode, only the entriesthat are active in the substructure are presented as tabs and can then beedited.


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Shortcut menu of tree structure

You can quickly and easily select all the tools in the tree structuusing the shortcut menu. To open the shortcut menu, click with tright mouse button. The following functions are provided:

Function Use

Expand Opens the selected object and displays the subordinate objects (=child objects). You can do this until you have reached the last levelin the hierarchy. This means that you have reached an object thatdoes not contain any subordinate objects.

Expand all Opens the entire main structure of the selected object and displaysall the subordinate objects.

Collapse Closes the main structure of the selected object and hides all thesubordinate objects.

Update Updates all the data in the database and refreshes the view (if otherusers have changed and saved the data).

Find...(see"Allfa Search"on page125)

Opens theFinddialog box.


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ActiveReports...(see"AllfaActiveReports"on page134)

Opens the dialog box for defining ActiveReports.

Allfa Graphics...(see"AllfaGraphics"on page96)

Opens the Allfa Graphicsdialog box, where you can creategraphics.

Sort by Sorts the entries in the tree structure by code or name.For xxx use The number and type of these tools depend on the settings in the

main structure and substructure. The entries can be displayedusing different criteria.

Setting bookmarks(on page76) Bookmarks the current editing object so that you can quickly go tothis object.

Building structure(see"Definingthe building structure"on page67)

This option is only available when a building is selected. You canuse it to define how the building is to be structured.

New You can use this option to create new objects. You can select from

all the objects that are subordinate to the selected object. Thisfunction is no longer available as soon as you have reached thelast level in the hierarchy.

Add You can use this option to add new subordinate objects from acatalog to the selected object. You can only select from thecatalogs that are appropriate to the current object and that havebeen selected in the Substructurebox.

Delete You can use this option to delete the selected object and itssubordinate objects after a confirmation prompt.

Terminate(see"Terminating ordeleting objects"on page167)

You can use this option to define the end of an object's period ofvalidity. For more information see History (see "Allfa history"onpage162).

Copy Copies the selected object to the Clipboard. You can usePastetoinsert it where you want and as often as you want.

Cut Copies the selected object to the Clipboard. When you insert it, theoriginal object is deleted.

Paste Inserts the data you have copied to the Clipboard using CopyorCut. The places where you can insert the data again depend on theproperties and hierarchical level of the object.

Create new time period(see

"Creating time phases"on page169)

You can use this option to create a new time period. The timeperiod of the context date is divided into two time phases. Thecontext date will be the first day of the new, later time period. Formore information see History (see "Allfa history"on page162).

Modify time phase(see"Editingtime phases"on page169)

Opens the dialog box for changing the period of validity of a timephase. For more information see History (see "Allfa history"onpage162).


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Overview of toolbar

The toolbar contains the most frequently used tools.

Icon Function Use

New Opens theNewdialog box for creating a new editing object.

Add Adds new data to the selected object. You can only add data thatis appropriate to the selected object and hierarchical level.

Delete Deletes selected editing objects.

Terminate object(see"Terminating ordeleting objects"onpage167)

Completes the last time phase of the selected object and all itssubordinate objects. This is always done in relation to the contextdate.

Cut Moves the selected editing objects to the Clipboard.

Copy Copies the selected editing objects to the Clipboard.

Paste Inserts the content of the Clipboard within the selected editingobject. You can only do this if the data is appropriate to theobject.

Search(see"AllfaSearch"on page125)

Starts the Allfa Searchmodule.

ActiveReports(see"Allfa ActiveReports"on page134)

Starts the Allfa ActiveReportsmodule.

Allfa Graphics(onpage96)

Starts the Allfa Graphicsmodule.

Exporting Exports the current database.

Import(on page149) Imports the current database.

Details(see"Detailmode"on page15)

Switches to detail mode in the detail section.

List(see"List mode"on page16)

Switches to list mode in the detail section.

Custom Attribute(see"Custom attributesmode"on page16)

Opens the tab for adding custom attributes in the detail section.


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History(see"Allfahistory"on page162)

Opens the history in the detail section.

Documents(see"Document category"on page38)

Opens the selected document. This tool is only available whenyou have selected a document in the 'documents' main structure.

Back Takes you back to the previous position.

Switch to AllfaGraphics

If this icon is active, the object you click in Allfa TT is displayedin Allfa Graphics.

Start You can use this icon to access a number of tools provided byother modules or customized settings you have made.

Bookmarks(on page54)

The drop-down list displayed when you click Bookmarktakesyou to the corresponding object in the tree structure. Before youcan do this, you need to set bookmarks using the shortcut menuof the required objects.

About... Displays information on Allfa TT.

Detail section

You find thedetail sectionin the area on the right in the Allfa TTdialog box. You edit the properties of an object in this section.

You can use the Details, List, Custom AttributesandHistoryicons to switch between four different editing modes, that is,four different dialog boxes.

You define and change objects in detail mode(on page15). List mode(on page16)lists all the data assigned to the current object. In customattributes(see"Custom attributes mode"on page16)mode, you candescribe the current object using different criteria. History(on page17)mode displays the different time phases for the current object. Formore information see History (see "Allfa history"on page162).

To access the tools of the detail section directly, select an object andopen the shortcut menu by clicking this object with the right mousebutton. In addition, you can also use the toolbar and menu bar to selecttools.


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The four view options

You define and modify editing objects in detail mode(on pagHere, you can also insert pictures or photos for the individual ob

In list mode(on page16)all the database objects assigned toactive editing object are listed. You can edit the listed objects in view. You can also edit several objects at the same time.

You can describe the active object using custom attributes("Custom attributes mode"on page16). An overview of all theattributes assigned to the current editing object is also displayed imode. This way, you can edit and modify several objects at the stime.

The history(on page17)mode displays the different time phof an object. This way, you can document changes to the objectchronological sequence.

Detail modeTo access thedetail mode, click Detailson the toolbar.

You edit objects in this view. The dialog box may change dependithe object you select.

Thecodeandnameare always displayed in the upper part of the dbox. Depending on the selected object, additional boxes may beavailable.

The lower part of the dialog box contains the tabs that may varynumber and type. In theCustom Attributestab, you assign addicustom attributes to the selected editing object. You can also ope

tab by clicking Custom Attributeson the toolbar. In the Picttab, you can illustrate the current editing object using graphics.

Use the white boxes to enter data. If a box is followed by theSelectionicon, click it to open a catalog. You can transfer the datselect from the catalog directly to the boxes.


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List mode

To access the list mode, click Liston the toolbar.

List modedisplays all the objects that are directly subordinate to theselected editing object. The advantage of this view is that all thesubordinate objects are displayed simultaneously. This way, you can

edit them one after the other in the same dialog box or, depending onthe project, edit several or all the objects simultaneously by carryingout a bulk update.

Use the entries in the substructure to define which data can be edited.The available substructures vary depending on the type of the selectedobject. The selected substructures are displayed as tabs in the detailsection. The number and type of the tabs provided depend on the typeof object and the current settings in the substructure. Depending on thesetting, up to six tabs are available. You edit data in the correspondingtab. This is done in the same way in each tab.

The tab you open lists all the data that is assigned to the editing objectwithin this main structure.

You can customize the appearance of the table and the type andnumber of columns using the table settings.

To select entire lines, click the gray box in front of the relevant row. Toselect several rows, use the SHIFT or CTRL key as you would in anyother Windows application.

You can use theBulk Update(on page54)option to edit several objectsat the same time. You find this option on the shortcut menu if you haveselected several objects.

Any changes or additions you make within a tab are automaticallyupdated in all the program modules and immediately displayed in thetree structure.

Custom attributes mode

To access thecustom attributes, click Custom Attributeson thetoolbar.

This mode lists all the custom attributes that are assigned to the currentediting object. You can add new attributes or edit existing ones. Youcan use theattribute filterto select attributes according to criteria youspecify.

If you want to add or change attributes, you can make things easier byapplying an attribute filterthat reduces the number of attributesdisplayed to the ones that match the filter criteria you define. You canspecify the view(s) to which you want to apply the attribute filter. Youcan useZoom attributesto sort and display the filtered attributes in a


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list. If you have defined historical attributes (see "Allfa history"page162), you can set a time filter that displays the attributes fospecific period of validity.

In addition, you can use attribute templates to filter attributes insheets. This way, you can combine and display attributes based

editing operation and then edit these attributes together. You cadefine attribute filters for the following editing objects: estate,building, spatial unit, equipment, space, organizational unit, posand relocation. The filters set are saved in a user-specific manneare thus available whenever you start the program again.

The manner in which you edit the data in the cells depends on theof entry: attribute data or structural data is entered in the attribucatalog whereas values are entered in the corresponding box. If t

Selectionicon appears when you click in a box, use this icoenter values.

In addition, you can duplicate existing attributes, add new attributdelete attributes. You find these tools on the shortcut menu whiccan open by clicking with the right mouse button. You can then sthe tool you require.

You can customize the table for your needs. Use theTable settinspecify which entries are displayed in which sequence. In additiocan define the width of the columns. To open the table settings,with the right mouse button in the detail section. For more informsee Table settings (on page19).

History

To access thehistorymode, click Historyon the toolbar.

History provides an overview of the different time phases that habeen defined for the current editing object until now. The time pthat is currently valid is highlighted in green. Past time phases ahighlighted in red and future time phases in blue.

Information displayed in any other view always refers to the condate, which you can select by clicking . The condate may be in the present, past or future.

For detailed information, see History (see "Allfa history"on page


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Pictures (graphics) tab, overview

In detail mode you can use the Picturestab to enhance almost allediting objects with pictures or graphics.

The following structures provide thePicturestab:

Building, estate, spatial hierarchy Organization, employees Systems and functionsFunctions on the Pictures tab

Icon Function Use

Normal Displays the original size of the picture.

Preview Creates an enlarged view of the picture.

out Clicking this icon enlarges the picture displayed in incrementalsteps.

Minimize Clicking this icon reduces the picture displayed in incrementalsteps.

Add picture Click this icon to add a picture. Select a folder and a file andclick 'Open' to confirm.

Save Click this icon to save the imported picture in a new folder.

Delete Deletes the picture currently displayed after a confirmationprompt. If there are several pictures available for an object, thenext picture is displayed.

Back If you have loaded several pictures for an object, clicking thisicon takes you to the previous picture. This function is onlyavailable if several pictures are loaded.

Next If you have loaded several pictures for an object, clicking thisicon takes you to the next picture. This function is onlyavailable if several pictures are loaded.


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Table settings

When you click with the right mouse button in the detail section modeunder custom attributesor in historymode, you can selectable settings on the shortcut menu.

You can use thetable settingsto define the appearance of tablessections that follow describe the various table settings you can m

Resetting table layout to defaults

To reset the table layout to its defaults1 Click with the right mouse button in the detail section and se

Table settings.

2 Click Standard.All values are reset to their defaults.


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Changing table layout

To change the appearance of a table

1 Click with the right mouse button in the detail section and selectTable settings.

ColumnAll the data that can be entered in the active tab is listed. The

sequence in the table settings reflects the position in the table:

the first entry at the top represents the first column in the table.

To change the sequence, select a line and use theOrderarrows

to move it up or down as you need. The position in the table

changes accordingly: the column of this attribute is moved to

the right or left in the table.

WidthUse this to define the width of the column. The default is themaximum width.

VisibleIn this column you define what is to be included in the list. If

you remove the check mark, the corresponding attribute will

not appear as a column in the table but it will be hidden. At the

same time the sorting criterion is set to undefinedbecause an

invisible attribute cannot be used for sorting.

Sorting orderYou can define the sequence in which the attributes are sorted.

Select the Sorting ordercell of the required attribute. Use thedrop-down list to select a position. This position defines the

priority of the criterion when sorting; in other words, if position

1 is not unique, the attributes are sorted by the criterion of

position 2. If this criterion is not unique either, the program

repeats this process using other criteria until if finds a unique

criterion. By default, the attributes are sorted by code.

2 Complete the changes in one of the following ways: Click OKto confirm the current table settings. This takes you

back to list mode.

Click Cancelto switch back to list mode without saving thesettings.

Click Standardto reset the table settings to their default values.


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Click Order(arrows) to move the selected line up or downdefines the attribute's column position in the table.

Selecting table rows

To select rows of a table To select a row, click a box of the relevant row.

To select several rows, use the SHIFT or CTRL key.

Catalogs

A carefully thought out project structure, that is the way in whichorganize FM data, lays the foundation for any other tasks. An effand logical structure allows you to map all the process in yourcompany and to locate the data you need without having to perf

tedious searches.It is worth spending time carefully planning a projects structure beven making the first entry. Consider the time and effort spent dthis as a good investment - after all, in the long term, it will savtime and money.

You enter all the data relevant to facility management in the dataIn Allfa TT you store this data in various catalogs. You can retriewhenever you need.

Address

Addresses are saved in the Addresscatalog.

Address

An address consists of the street, number, ZIP code, town and co

The addresses defined here can be used by manufacturers (see"Manufacturer"on page25), organizations (on page33), estates page36)and structures (see "Building"on page36).


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Item

Items are objects you create and manage for facility management.Items are usually tangible goods such as furniture, IT objects andtelecommunications objects as well as machines in a workshop.

The information entered can be used to document the acquisition costsfor equipment or to calculate the cleaning and maintenance costs.

Items can be assigned to objects of the building structure (floors androoms, for example) and to employees. The items assigned are referredto a equipment.

Item structure

You can use the item structure to arrange items in different categories.An item structure can contain either further item structures or itemsbut it cannot contain both at the same time.

The term 'structure' usually describes the structure as a whole. In thiscontext, however, the it is used for an individual entry in the structure.

In addition to the code and name, you can enter an alternative nameand a remark to describe the item structure more precisely.

The item structure provides five hierarchical levels:

Level Name

1 Item area

2 Item main group

3 Item upper group

4 Item group

5 Item subgroup

Item

Items describe objects in general without referring to a particularobject. A particular object that is assigned to a room (see "Spatialhierarchy"on page36)is called equipment object in Allfa.

You can create items in general and use custom attributes (see"Custom

attribute"on page29)to describe the equipment object in detail. Theseattributes assigned to equipment can be customized.


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Attribute template

You manage attribute templates in the Attribute template catalogcan use attribute templates to combine similar attributes in a growhich you can then assign to an object in a single operation or usfiltering.

Attribute template

An attribute templateis a collection of any number of attributesthe aim of simplifying the description of objects. Attribute templare stored in the catalog of the same name.

To create attribute templates, you can use up to three hierarchicalevels. Attribute templates of level 1 or 2 can contain either custattributes or further attribute templates. But they cannot containat the same time.

Level Name

1 Attribute template area

2 Attribute template class

3 Attribute template

Assigning an attribute template to an object adds all the attributthe template to the object in question. The result is the same asassigning a number of individual attributes to the editing objectcan assign attribute templates wherever custom attributes are us

If an attribute template is assigned to an object, the attributes assare treated as if they were individual attributes. In other words, ycan delete them or assign new attributes to the object.

Note: If you delete an entry in the structure of the attribute tempcatalog, the attributes assigned to the attribute templates are retain the attribute catalog. The attributes that have been assigned toobject using the attribute template are also retained.

In addition, you can use attribute templates to filter custom attribIf you apply a filter of this kind, only the custom attributes assignthe selected attribute template are displayed.


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Space

TheSpacecatalog contains various types of space you can use todefine special space values in the spatial hierarchy. You can thenanalyze these values in reports.

This catalog cannot be edited in Allfa TT and Allfa Web.

Space

A space is only defined by its name in the catalog. The catalog cannotbe edited in Allfa TT and Allfa Web.

If this space is used in the spatial hierarchy, you can specify itsmaterial and value and add a comment. If the space is drawn, its size isdisplayed automatically.

If you define spaces as equipment, you can associate the equipmentobjects with the space in question. You can choose from the equipment

objects that are assigned to the same object as the space. For example,you can assign the 'parquet' equipment object to a room and associatethis equipment object with the floor.

Building type

You set up and manage building types (see"Building type"on page24)in the Building typecatalog. Up to four hierarchic levels are availablefor structuring building types.

Names of the individual levels

Building area Building category Building group Building typeBuilding type

You can use building types to structure buildings in the spatialhierarchy. Building types usually define the purpose of a building. Ifyou manage a wide range of different buildings, you can use thebuilding type to document the purpose or intended use of a building.

A building type consists of the code and name. You can also enter analternative name and add comments.


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Manufacturer

You create and manage the manufacturers (see"Manufacturer"opage25)of items in the Manufacturercatalog, which is a list.

Manufacturer

A manufacturer is a company that provides the objects in the itecatalog.

In addition to the code and name, a manufacturer is given a comand an address. A manufacturer can be described in detail usingcustom attributes, which, for example contain further contact da

Asset status

You set up and manage the asset status in theAsset statuscatawhich is a list.

Asset status

TheAsset statusdescribes the state of equipment, such as wear tear and usability of equipment.

Using Allfa Inventory you can define the asset status directly in inventory process.

Cost group

You create and manage cost groups (see"Cost group"on page2

theCost groupcatalog. Up to eight levels are provided for structcost groups.

The default catalog that comes with the program is based on DIN

Cost group

When costs are calculated, cost groups are used for cost classificIn addition to the code and name, each cost group can be given alternative name and a comment. Cost groups can then be assignitems (see"Item"on page22).

Cost centerYou set up and manage cost centers (see"Cost center"on page2the Cost centercatalog. Each cost center must be assigned to anorganization.


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Cost center

Cost centersare the interface to a company's costing system. Each costcenter is assigned to an organization and can be described in detailusing custom attributes.

Cost centers can be used in the spatial hierarchy (on page36)as well asfor positions (see "Position"on page33)and equipment.

Activity

You can use theActivitycatalog to create services, which are requiredfor a wide range of areas in facility management.

Up to four hierarchic levels are available for structuring services in thecatalog.

Names of the hierarchic levels

Trade Serv Category Serv Section Serv ItemActivity

Each activity represents a service that can be rendered. With tendersand contracts in particular, services play an important role.

Services can be managed as assignments (on page43)and

parameterized and analyzed using assignment types.

Unit of measurement

You can use theUnit of measurementcatalog to create the units yourequire. Units are particularly important for technical and commercialtasks that need to produce uniform and consistent results and thatinvolve converting large volumes of data to other units anddimensions.

Units of measurement are arranged in what are known asmeasurement categoriesin the units of measurement catalog. Ameasurement category is a group of units of measurement that belongtogether and that can be converted to one another using a conversionfactor.

Units of measurement are created and saved in the catalog of the samename. You can retrieve them whenever you need. Before you can


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assign aunit of measurementto a dialog box, you first need to sto the units of measurement catalog to create a new unit. You canassign this unit of measurement to the object in question.

Measurement category

A measurement category is usually a physical value, which can specified at different units of measurement.

For each measurement category, you can define several units ofmeasurements that can be converted. Each measurement categora base unit that is used as the basis for conversion for all the other of measurement. The first unit of measurement that you define fmeasurement category is automatically used as the base unit.

Unit of measurement

A unit of measurement is the unit for a value. Various units of

measurement can be converted within a measurement category.You always use the "base unit" of a measurement category to cothe units of measurement within this measurement category.

The base unit is the first unit of measurement that is entered for ameasurement category. It automatically forms the basis for allfollowing units of measurement, which you define by applying aconversion factor to this base unit.

For this reason, you need to select a base unit that is useful for ysystem to avoid rounding problems when saving attribute values

Once you have entered the base unit, you can no longer change

except its name.You can only define theconversion methodonce within ameasurement category when you set the base unit. You can choobetween "+" and "*".

Theconversion factorfor the basic unit defines the size of the newof measurement relative to the basic unit. The program requires information for conversions to produce correct analyses (for examwhen you want to add up totals by 'm' although you entered thein cm, mm, ...). For the base unit, the conversion factor relative tbasic unit is set to "0" or "1" and cannot be changed.


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Attribute

You manage custom attributes in theAttributecatalog.

There are a lot of ways in which you can describe objects with customattributes. To fully exploit the benefits of custom attributes, it is a good

idea to create an attribute catalog that is customized for your needs.

Attribute structure

You can use the attribute structure to arrange custom attributes indifferent categories. An attribute structure can contain either furtherattribute structures or custom attributes but it cannot contain both atthe same time.

The term 'structure' usually describes the structure as a whole. In thiscontext, however, the it is used for an individual entry in the structure.

In addition to the code and name, you can enter an alternative name

and a remark to describe the item structure more precisely.The attribute structure provides three hierarchical levels:

Level Name

1 Attribute area

2 Attribute class

3 Attribute group


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Custom attribute

You can use custom attributes to define your own properties forobjects. You can then use these properties to describe the objectsquestion.

Custom attributes include additional information; they are dyna

You define the data type of values and their associated unit ofmeasurement (on page26). The following data types are availabintegers, decimals, text and date. You can specify a default valueany number of proposed values from which you can select lateraddition, you can define limits for numeric values.

To edit the properties of the attribute, you can use four tabs: Attrcatalog, Data type, Optionsand Proposed values.

Using Attribute catalog, you can enter an alternative name and remark.

Using Data type, you can define the data type and specify whethevalue is entered manually or whether it is the result of a functiocalculation.

Using Options, you can make additional settings. For example, ycan define default values or limits.

UsingProposed values, you can select the elements to be displaya list, where you can select a value for the custom attribute.

To facilitate the process of assigning attributes to objects, you cacreateattribute templates(see"Attribute template"on page23

Attribute catalog tab

You can describe the attribute in detail using theDescription 2Remarkboxes.

Data type tab

You can specify how the attribute is to be created. You can only da unit (see "Unit of measurement"on page26)for the Realdata

Use

Default

The value of the attribute must be changed by the user.

Function call

The value of the attribute is calculated by a function. The 'internfunction name' and 'function name' boxes show the function tha


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currently selected. You can select the function using . Attributefunctions can be configured in Allfa IntelliAdmin .

Calculation result

The value is the result of a calculation. This option provides maximum

flexibility. However, configuring this option requires in-depthknowledge of the database and data structures. Therefore, attributesthat are represented by calculation results must be configured by yourconsultant.

Options tab

Options

Default value

Enter the value the attribute is to assume after it has been assigned to

an object.

Maximum number of characters

Specify the maximum length of text.

You must enter a value

Specifies whether a value must be entered or not.

In uppercase only (automatic)

Specifies whether text is written in uppercase. Lowercase letters areautomatically converted to uppercase.

Based on proposed values onlySpecifies whether you can only select values from the proposed values.

Use proposed values from table

Specifies whether the proposed values are to be taken from the list inthe proposed values folder.

Proposed values tab

You can manually create a list with proposed values. You can use theAddandRemoveoptions on the shortcut menu to add a line to the listand to remove lines with proposed values. You can enter the values

and a remark manually.For attributes of the real type you can select the base unit you assignedto the attribute.


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Employee

You set up and manage employees in theEmployeescatalog. Eaemployee must be assigned to an Organization (on page33).

You can assign the following objects to employees:

Equipment PositionThe assignment of the following objects is displayed:

Document Function Spatial hierarchyIn the employees catalog, equipment describes objects that can bassigned to employees rather than rooms such as mobile phoneslaptops.

Positions can be referred to as jobs within the organization. Theseusually involve specific tasks. Using positions, employees areassociated with spatial units. A spatial unit is usually a room or zone.

Employee

An employee is a person who is assigned to an organization.

You can assign employees to one or more positions to define theactivities and the job in the company more precisely.

Equipment for employees

Items can be assigned to employees. These assigned items are refto as equipment.


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To add equipment

The employee structure is open.The item you want to assign is in the item catalog.1 Select the employee who is to get the equipment.2 On the shortcut menu, choose Add Equipment.

The item catalog is displayed.

3 Select the item you want to assign as equipment to the employee inthe item catalog.

4 If you work with Allfa History, you can specify the start date andend date of the period during which the equipment is assigned to

the employee.

5 Click Add....The selected item is assigned as equipment to the employee anddisplayed in the tree.

6 You can add more items as described.7 When you have finished assigning items, close the dialog box by

clicking Close.

Occupancy type

TheOccupancy typecatalog contains the individual occupancy types.Up to four hierarchic levels are available for structuring occupancy

types in the catalog.The program comes with an extensive occupancy type catalog, whichis installed automatically. This catalog basically contains theclassification of the net floor area according to DIN 277-2 and someadditional specifications.

Occupancy type

To classify space, you can assign an occupancy typeto each elementof the spatial hierarchy within the room schedule. This is very useful ifyou want to analyze space according to type (office space or

circulation space) or label rooms in Allfa Graphics.Each occupancy type can be given a BuildConstructionCosts ID and aTechnicalCosts ID for cost classification in accordance with DIN 276.


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Spatial hierarchy

You enter and structure real estate data in thespatial hierarchy.

The basis is theestatethat combines plots of land or parts thereof. Theestate itself can include several estate sections(rental objects,

off-premises warehouses and so on).Another hierarchical level is the building, which encompasses theindividual buildings. Buildingscan consist of different buildingsections.

Similarly, you can apply a structure to the buildinghierarchical level,which can consist of up to six levels. The floorand roomlevels areusually sufficient.


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In short:

The estate consists of estate and estate section. The building consists of building and building section. You can use up to six additional levels to structure the spatia

hierarchy within the building.


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Estates

You can use estates or estate sections to manage plots of land. Anestate is equivalent to a plot of land that can be divided into furtherunits using estate sections.

You can edit the properties of estates you have created as well as addcustom attributes and images. In the hierarchy below the estate, youcan create buildings or link documents and functions from thecorresponding catalogs.

Building

Generally, structures are used to manage buildings in Allfa. However,you can also use structures to describe other constructions such asroads or fences. Large structures can be subdivided into sections. Takea building for example. Here, a section is equivalent to a wing.

You can edit the properties of buildings you have created as well as add

custom attributes and images. In the hierarchy displayed, you canassign documents and functions to the building as well as createfurther units such as floors. You can define these units in the buildingstructure.

Spatial hierarchy

The spatial hierarchy is used to describe the interior of a building. Youcan define the structure and names in the building structure, whichprovides two default levels: floor and room.

Please note that you can rename these two levels in the building

structure. The properties and procedures that are subsequentlydescribed based on rooms apply to all the objects you have defined inthe building structure.

You can edit the properties of rooms you have created as well as addcustom attributes and images. In the hierarchy displayed, you can addmore objects in accordance with the building structure defined answell as assign equipment, spaces, functions, occupancies anddocuments.


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Room standard

Offices often have the same equipment. You can combine thisequipment in a room standardand assign it to a room in a single

If you use many different room standards, you can structure them

hierarchy of up to three levels.

Level Name

1 Room standard area

2 Room standard category

3 Room standard

Room standard

An object of the 'room standard' type can contain items which areferred to as a room standard assignment.

If you add (see "Assigning a room standard"on page88)the roostandard to a room, these items are added as equipment to the roThe room standard itself is not associated with the room.

If you arrange room standards in a hierarchy, they can containadditional room standards as well as room standard assignments.the items that are assigned to the room standard are added asequipment to the room. The equipment of superordinate or subordroom standards is not added.

Cleaning category

You set up and manage cleaning categories (see"Cleaning categobject"on page37)in the Cleaning category catalog, which is a

Cleaning category object

In a cleaning categoryyou can assign an activity from the activstructure (see"Activity"on page26)to each cleaning descriptionassignment is used to classify cleaning work according to activityand to transfer data. The structure of the cleaning category consi

a single level.You can assignservicesto the cleaning categories in the detail seUsing the Allfa CM module (cleaning), you can transfer these serto the rooms to which the relevant cleaning category has beenassigned.


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System

You can create custom structures in theSystemcatalog. Thesestructures can be used in many different ways. A system, which is thetopmost level in this catalog, can be assigned a hierarchy of individualfunctions (see "Function"on page38).

Systems were originally intended as a means of representing cables,lines and networks so that you can determine which rooms orequipment are affected by a breakdown, for example. You can also linkseveral systems based on their functions. For example, every heatingsystem has a pump, which is connected to both the heating system andthe grid. The pump is thus a connection between two systems.

In addition, you can use systems to represent connections that cannotbe described adequately by the use of other structures. For example,you can use a system to link rooms, spaces, equipment andoccupancies. Some Allfa applications use systems to store data that

cannot be assigned to any other catalog.

System

A system combines a number of associated functions. Each function isassigned directly or indirectly (that is, based on other functions) to asystem.

Function

You can use functions to subdivide systems. For example, a functioncan represent a specific shaft of a system defined as "elevator shafts".

Functions are typically used for vertical constructions such as shaftsand lines. But they can also be used for file alarm systems.

You can use custom attributes, images and symbols to describefunctions in detail.

In the hierarchy, functions can be assigned to estates, structures, thespatial hierarchy, equipment and documents.

Document category

You structure documents (see"Document"on page40)in theDocument categorycatalog. Up to three levels are available for

structuring documents (see "Document category"on page39).


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Document category

You can use three levels to apply a hierarchical structure to youdocuments. Starting at the top, these levels encompass the Docuarea, Document categoryand Document groups. A level in the

hierarchy can contain either further levels or documents but it cacontain both documents and further levels.


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Assignment type

You set up and manage assignment types (see"Assignment typepage41)in the Assignment typecatalog, which is a list.

Assignment type

An assignment type is a category used for an assignment, and itdefines a parameter for this assignment.

The category corresponds to the name of the assignment type. Wcreating an assignment, you need to specify its category. In addthe category specifies which unit the parameter is to get and whthe assignment is to be created with history.

The parameter's unit of measurement must have been defined inunits of measurement catalog in advance. Once you have selecteunit of measurement, you can only change it to a different unit measurement of the same measurement category.

The decimal places indicate the number of decimal places that adisplayed in Allfa. If there are more decimal places or if the numbdecimal places of the assignment type is reduced, the value is redaccordingly and rounded off. However, the accuracy suffers in mcases.

Custom attributes

Custom attributes are defined in the Attribute catalog (see "Attribon page28). They can be associated with a different object direc

using attribute templates (see "Attribute template"on page23). Wmakes custom attributes special is that you can assign a value to or that the value is calculated automatically.

Attribute history

Custom attributes are independent of the time phases (on page16so far as these custom attributes, which are qualified as "historizattributes, can be changed in historized data later. If you work whistory, however, you can create time phases for the historizedattributes as usual.

You can use the drop-down list besideAttribute historyto assignreferences to attributes. You can specify fixed intervals (Yearly,Monthly, Weekly, Daily) or select the Freeattribute history forirregular intervals. If you selectNone, periodic changes in the attrvalues cannot be displayed. Once you have defined a historical


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Hierarchical reference

Adding an object to another object in the tree produces a hierarcreference. This can be a single or a parametric assignment.

For example, a function in the spatial hierarchy can be regarded

single, hierarchical reference. In this case, the function is displaythe tree, and the function contains exactly the same information asystem catalog. Any changes made to the function also affect alother assignments of this function.

For example, equipment assigned to a room can be regarded as aparametric, hierarchical reference. Unlike the item, equipment proadditional information such as asset status or date.

You can use the 'add' function to add a hierarchical reference. Tobject you are about to add already exists somewhere else. The 'function, on the other hand, adds an object that exists nowhere. Tthe only difference between these two functions.

Assignments

Assignments, which are an extension of single references, are ussingle references are not sufficient. For example, a room can be by several employees who are assigned to different departments different cost centers.

Using assignments you can define several references for an objeThese references are parameterized using a freely definable assigntype. This way you can define a percentage or enter absolute valu

addition, you can define a history, which is similar to that of thecustom attributes, to specify the chronological sequence.

You need to configure assignments in the database before you cathem.

Object types

An object type illustrates the objects that belong to a specific taAllfa, object types are available as symbols. Allfa provides a numbpredefined symbols. You can also create your own symbols.

You create and save object types in theList of object types, whfunctions like a catalog. You can retrieve them whenever you neYou can create object types in a number of dialog boxes in detamode. The dialog box for creating object types does not depend odialog box in which you are working at the moment. In other wothe new object type is independent of the object type of the curr


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6 Now use to select an appropriate icon from the folder yspecified. You can use two icons: a high-resolution icon for t

heading and a smaller icon for the tree structure. Important:

files must not be renamed .ico files!

7 Finally, you need to define the objects for which the icon is usfor example, you select item, the icon will be displayed for ite

only.

8 Close the dialog box.


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Selecting an object type

You can now link the object types you have created with appropriate

objects.

To select an object type

1 Open the detail mode of the object you want to link and open theObject typedrop-down list.

The object type is entered in the box provided.


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Removing object types from tasks/links

To remove object types from one or more tasks and fall the links between object types and objects

1

Open the dialog box for creating object types under object ty2 Remove the check mark(s).

3 Click Close.4 Answer the query as follows:

ClickYesto delete all definitions and links. Click Noto leave

everything as it is.


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Copy and move

You can copy and move objects in Allfa's hierarchic tree structure,which is displayed in the navigation pane. The following tools areprovided: copy, cut and paste.

CopyUsing theCopytool, you first select the object you want to copy. UsingPasteyou can insert this object as often as you need in places intendedfor inserting data. These places are described in the rules for insertingdata.

Move

Using theCuttool, you first select the object you want to move. UsingPasteyou can insert this object in a place intended for inserting data.These places are described in the rules for inserting data.

PasteYou first need to select the object below which you want to insert thenew object. If you are working with history, you need to specify thestart date for the time phase. In addition, you can specify whichreferences are to be copied.

Rules for inserting data

Objects can only be inserted in the catalog from which theycome.

Objects can only be inserted in places that are intended for therelevant object type.

Pay attention to the structural depth, which must not beexceeded by the object and its subobjects.

For example, you can insert a room directly under a building.Normally, you can find the floors at this position but because room andfloor are of the same type (spatial hierarchy), the room can be insertedthere. However, you cannot create a room under an estate because thisposition requires an estate section of the estate type or a building.

Inserting an object under a different hierarchical level may influenceanalyses. For example, a room inserted at the floor level is analyzed asa floor.

The structural depth must not be exceeded. When you copy a functionof level 1 that contains two more subordinate levels, the highest levelunder which you can insert this function is level 3. Otherwise, thestructural depth of 6 levels would be exceeded.


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History

If you have licensed the History module, you can select the start for the new time phase in a dialog box.

TheFirst possible dateis determined automatically. Superordina

objects may lead to restrictions.TheCurrent context dateis the context date that is currently seUsually, this is today's date.

You can freely define aCustom date. Please note that the period tactually available to you may be restricted by superordinate obje

If the History module is not available, the first possible date is seleautomatically.


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Copy options

Using the copy options you can specify which references are insertedwhen you copy and move data.

The area on the left displays the associated objects in a hierarchical

view. You can specify which objects are inserted by selecting andclearing the corresponding check boxes. The entry at the top representsthe selected object. You cannot deactivate this object.

You can select further options for some objects in the area on the right.These options refer to attributes of the selected object, which areusually individual boxes with single references or the customattributes as a whole.

You cannot specify whether individual custom attributes are to beinserted or not.

Spatial hierarchy

Name Contents

Estate Estate (see"Estates"on page36)and estatesections

Building Building (on page36)and building sections

Spatial hierarchy All levels of the spatial hierarchy (on page36)below the selected object

Drawing Drawings that are assigned to the selectedobject or to a subordinate object thereof.

Document assignment Hierarchical reference (on page43)of adocument (on page40)

System assignment Hierarchical reference of a function (on page38)

Space Hierarchical reference of a space (on page24)

Equipment Hierarchical reference of an item (on page22)

Occupancy Hierarchical reference of a position (on page33)

Occupancy type Assignment (see"Assignments"on page43)of

an occupancy type (on page32)Service Assignment of a service (see"Activity"on

page26)

Function Assignment of a function (on page38)


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Employee assignment Hierarchical references of employees (see"Employee"on page31)

System assignment Hierarchical references of functions (see"Function"on page38)

Service Assignments of services (see"Activity"onpage26)

Org. unit: cost centerassignment

Assignments of cost centers (see "Cost center"on page26)

System

Name Contents

System Systems

Function Functions (see"Function"on page38)

Pictures Picture files

Drawing Drawings that are assigned to the selectedobject or to a subordinate object thereof.

Document assignment Hierarchical reference (on page43)of adocument (on page40)

Function: cost centerassignment

Assignment (see"Assignments"on page43)ofcost centers (see"Cost center"on page26)

Function: positionassignment

Assignment (see"Assignments"on page43)ofpositions (see "Position"on page33)

Function: org. unitassignment

Assignment (see"Assignments"on page43)oforganizational units (on page33)

Contact person Assignment (see"Assignments"on page43)ofemployees (see"Employee"on page31)

Documents

Name Contents

Document category Copies the document category (on page39)

Document Copies the documents (see"Document"on page40)

Document files Copies the files of the document (on page40), which are saved in the database


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Drag-and-drop operations

Allfa TT supports drag-and-drop operations to copy and move dwithin a catalog. The drag-and-drop feature is not active by def

This ensures that you do not copy or move data inadvertently.Note:You can only use the drag-and-drop feature to copy (withCTRL key) or move (without the CTRL key) editing objects toappropriate objects in the tree structure. For example, you cannot an estate into a room.

To copy an object using the drag-and-drop feature

1 Press the CTRL key on the keyboard and click the object.2 Press and hold down the CTRL key and the mouse button and

the object to the destination object until it appears in the sele

color.3 Release the mouse button and then the CTRL key.

The object is copied.

Selecting the drag-and-drop feature

To select the drag-and-drop feature

Open theToolsmenu and select the Enable drag & dropoptNote: It makes sense to set the Modeto Save on Demandon

Toolsmenu if Enable drag & dropis active. As a result, it is possible to move data inadvertently as you need to confirm e

operation.

You can see that thedrag-and-dropfeature is active - it is m

on the menu.


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Canceling the drag-and-drop feature

To cancel the drag-and-drop feature

Open the Toolsmenu and select the Enable drag & dropoption.You can see that the drag-and-drop feature is not active - it is no

longer marked on the menu.

Bookmarks

When using Allfa TT to accomplish your daily tasks, you will find thatyou often need to switch between the various structures. To avoidmaking the same settings in the tree structure again and again, you canset up to nine bookmarks in Allfa.

You can use the Go to Bookmarkicon on the toolbar to quickly

switch to the next to last bookmark you selected. The inherent link isautomatically updated so that you can easily switch between twobookmarks by clicking this icon.

Bulk update

Using a bulk update, you can apply the same change to several objectsat the same time. Bulk updates are useful for editing static and customattributes (see"Changing attributes"on page55)and for assigning thesame subordinate object (see"Adding objects"on page56)to eachelement you have selected.

You can start a bulk update in two ways:

In the results of a search (see "Allfa Search"on page125).To start a bulk update, select theEdittool and click the right mousebutton.

In list mode (on page16).To start a bulk update, select several entries and click the rightmouse button.

In the Update directly dependent objects of typearea, you can selectthe object types to which the bulk update is to apply. This way, you cannot only edit the selected objects but also the objects that directly

depend on the objects of a specific type.

Directly-dependent objects are objects that are uniquely defined by theselected object. They are always superordinate to the selected object inthe hierarchy. For example, the building directly depends on the


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selected room because a room can only be in a building, which uniquely defined by this room.

Subordinate objects are not counted among these objects. For examequipment does not directly depend on the room.

Changing attributes

If you want to assign the same value for the same attribute to seobjects, you can use a bulk update.

You can select the objects for the bulk update in list mode or in results of a search.

Possible replacements:

Replace all records

The new value is assigned to all the objects you have selected. A

existing values are overwritten.

Replace only empty records

The new value is only assigned to empty attributes (that is attribwithout existing values). Any existing values are not overwritte

Clear all entries

The value of the attribute is deleted from all objects. In the casecustom attributes, it is not only the value that is deleted but alsoattribute itself.

To carry out a bulk update1 Select the objects you want to update in one of the following w

Select the objects in list mode(on page16). Select the objects in the results of a search (see "Allfa Searc

page125).

2 On the shortcut menu, click Bulk update.A dialog box opens.

3 Select Update attributesin the function area.4 To edit the directly-dependent objects, select an object type i

Update directly dependent objects of type.

Note: You can only select types that are regarded as being di

dependent. It may happen that you cannot use all the types

presented.

5 Click Next >.


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6 Select the static or custom attribute or the attribute template youwant to edit and click Next >.

7 Enter the New valuethat is to be valid after the bulk update.If you are editing an internal reference, you can click ... to select the

referenced object in the corresponding hierarchy.To empty entries, you do not need to enter anything here.

8 Use theOptionsto select the function you want to carry out. Thefollowing functions are available for the bulk update:

Replace all records Replace only empty records Clear all entriesNote:You can find a detailed description of the individual options

in the introduction.

9 Click OKto confirm.A message appears, providing information on the progress of the

update.

Adding objects

If you want to assign the same sub-object to several objects, you canuse a bulk update.

You can select the objects for the bulk update in list mode (on page16)or in the results of a search (see "Allfa Search"on page125).

To carry out a bulk update

1 Select the objects you want to update in one of the following ways: Select the objects in list mode(on page16). Select the objects in the results of a search (see "Allfa Search"on

page125).

2 On the shortcut menu, click Bulk update.A dialog box opens.

3 Select Add substructuresin the function area.4 To edit the directly-dependent objects, select an object type in

Update directly dependent objects of type.


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Note: You can only select types that are regarded as being di

dependent. It may happen that you cannot use all the types

presented.

5 Click Next >.6 Select the type of the object you want to add in the box at the7 Select the object you want to assign in the hierarchy.8 If you are working with history (see "Allfa history"on page1

you can specify a start date and end date for the assignment

Note:Max. time period automatically determines the date tha

allows for the maximum period of validity.

9 Click Add...to confirm.A message appears, providing information on the progress of

update.

Tools

Creating an address

To create a new address

TheAddresscatalog is selected.1 In the tree structure, click the topmost folder - Address- with

right mouse button, point to Newand click Address.TheNewdialog box opens.

2 Enter acodeandnamefor the new address. If you are workingAllfa's history (see "Allfa history"on page162), you can defin

period of validity.

3 To finish, click one of the three buttons: Click OKto save the entry and to close the dialog box. Click Nextto save the entry. The dialog box stays open. Click Cancelto discard the current entry and to close the d

box.

After you have saved the address, it is available in the Addre

catalog.


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Linking items with graphics

You can display items graphically in Allfa Graphics .

There are two ways:

You draw the objects directly in Allfa Graphics. You insert symbols in Allfa TT.The items you place in Allfa Graphics are displayed automaticallythese symbols. You can create and save symbols in the CAD progor in a drawing program.

You can then link the items with the symbols.

To link items with symbols.

The Itemmain structure is open in detail mode. The symbols been created, digitalized and stored in a folder on the compu

1 Select an item in the tree structure.2 In the detail section, click the Picturestab. In this tab, you ca

enhance almost all objects with pictures and symbols.

3 Select the Symboloption and click Add Picture.

4 TheSymboldialog box provides the following options:


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You can use theNewbutton to create a new symbol and to linkit with a picture from an external folder. The new symbol is then

added to the symbol list.

You can use theDeletebutton to delete symbols from thesymbol list.

You can use theChangebutton to change thecodeandnameofthe symbol.

You can use theChange Picturebutton to replace a picture witha picture from an external folder.

Theoriginal unitis created as aunit of measurement(on page26)in Allfa TT and is based on the original picture's unit of

measurement you defined in the CAD program. You need to

make sure that these units match or that the unit you choose is

appropriate. Otherwise, the symbol is not displayed correctly in

the graphics.

ThePreviewshows a small preview of the picture.5 When you have finished making settings in theSymboldialog box,

select an appropriate symbol on the toolbar and click OK. Click

Cancelif you do not want to change anything.

Assigning attributes to items

Items - like any other object - can be assigned attributes. This way, you

can describe items more precisely. There are numerous options foranalyzing items with attributes.

To insert items

1 Select the Spatial hierarchymain structure.2 Select the Equipmentsubstructure.3 Select a room in the tree structure.4 Click Liston the toolbar.


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5 In the detail section, select the Equipmenttab.

6 Click with the right mouse button in the detail section and seAdd.

The item catalog opens.

7 Select the items one after the other. If you want to work withhistory, specify the period of validity. Click the Addbutton tothe period of validity to the room.

8 Close the item catalog.


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Adding items

You can add items to the following objects:

Spatial hierarchy (on page36)(as equipment) Employee (on page31)(as equipment) Room standard (on page37)(as a room standard/assignment)An item that is assigned to a room or employee is a particular object.Therefore, it is referred to as equipment.

If you combine several items in a room standard, equipment is notcreated until you add the room standard to a room. Therefore, this isreferred to as a room standard assignment.

To add an item to the room standard

1 In the tree structure, right-click the object under which you want tocreate the new room standard.

2 Point to Addon the shortcut menu.3 Click the name that is appropriate to the object to which you want

to assign the item.

Equipmentfor employees and spatial hierarchy. RoomStd/Assignmentfor room standard.This opens the item catalog.

4 Select the item you want to add to the room standard.5 Click Add.

The item is added as equipment or as a room standard assignment

to the object and saved.

6 Now you can select and add more items.7 To finish, click Close.

Creating an item structure

To create an item structure

The Itemcatalog is selected.

1 Using the right mouse button, click the object to be assigned thenew item structure, point to Newon the shortcut menu and click

the name of the item structure in the corresponding level.

If you cannot find the names,check that the correspondingsubstructure is selected.