Showing Totals on Plant Schedules

Thank you for your quick response! I'll do the excel export for now and look forward to getting totals in future updates

I'm having a similar request/issue so I wanted to add my comment on this thread instead of creating a new thread for a similar issue.

In our office we like to format the schedules a little different, not by much, just merge some of the cells, combine sizing information into a few less columns, we change some of the plant category names, etc. Is there a way to make those formatting changes to the schedule and rerun a planting or ref notes schedule and have it only update content not format what we've changed? Currently we run a schedule, edit it and then run a second schedule off to the side that we keep regenerating for updated quantities and then manually input them into the formatted schedule.

One last thing for planting, is there a way to add a column for planting contingencies? Either as individual plants or a contingency, say 10%, of the total number of shrubs, total number of groundcovers, etc? Right now we're doing as you suggest and exporting that to excel.

For the refnotes schedule, we add a symbol column and rearrange the quantity column and line up all of the column sizes so it's formatted the same as the planting schedule, but again, when we regenerate the reformatted schedule it reverts back to default formatting.

Thanks!
Rachel

Rachel,

I'm not sure that this is helpful, but we actually change some plant categories too. For instance, rather than just trees, shrubs, shrub areas and ground covers, we use sub categories. For some projects we may break the trees up into more categories such as Street Trees, Palm Trees, Deciduous and Evergreen. Or we may split plant categories into California Native and Climate Adapted Ornamental.

After importing the plants while you are editing them for container size, etc. select the "Group" button and select <add new> to create your own sub-group.


Also, there is a way to set up the refnotes schedule to have the columns be a certain width. Unfortunately, that width is not saved and be aware that the width of the planting schedules vary depending on the strings of text that are being used for equipment description.This is a situation that I wouldn't know where to start to solve since they're apples and oranges.

Don't forget that you can also add Subcategories, of some sort of additional descriptions under the preferences> plant size. We use special categories to meet special agency requirements. We've added the water zones as well as ultimate expected HxW. These added subcategories are saved with that preference set.

Good luck,

Seaweed

Hi Rachel,

I've added you to the wishlist item for the subcategory totals.

For the contingency cost, I'll add that idea to the wishlist for us to look into.

In the meantime, you might benefit from our Power Tip for Creating An Excel Macro. This goes over how to run a macro in Excel to do repetitive tasks for formatting our schedule outputs to a formal cost estimate or bid sheet.

Like Seaweed said, those plant size preferences are completely customizable. Here's a link for more information on the plant size preferences.

For the refnote formatting, we do have a wishlist item to add the ability to save a default refnote schedule option setup. I'll add you to that. If you find yourself heavily formatting the column arrangement, I'd be curious to see how you're formatting it. Maybe there's a better way, or at the least I can pull some wishlist items from the things you'd like to be more customizable in the reference note schedule.

Thanks,
Amanda

Just wanted to check in and see if there was an update on this feature.  Having totals by plant category would be a great add.  Thanks.

Greg,

 

There has not been any progress on this item.

We will be meeting on the wishlist next week, this will be a good discussion topic.

 

--J

Just checking int to see if there is any progress on this item.  Sub-totalling is something that we really need to demonstrate compliance for a lot of our permitting.  This is a feature we'd very much like to have.

Travis,

It didn't make it onto the schedule yet in favour of some more urgent features.

However, it's very much still on our radar. Thank you for letting us know you're interested, too.

I actually have another big schedule feature change coming up and getting outlined in the next few months/year at a high priority that this could easily work into. Thank you for the reminder.

 

-Amanda

 

Yes, agreed...we would appreciate this add as well!

Amanda,

Thanks for your response.  I hope this doesn't linger too long.  We often work on large projects (100+ acres) and the sub-totals are a good feature to have.

I look forward to seeing what other revisions may be forthcoming with regard to schedules.  We've been using Land F/X for less than a year, but the schedules could use some attention overall.  Other features great to have in the schedule would be custom columns that can be turned on/off arbitrarily (eg: Planting heights and spreads, mature heights), and reorganizing groups (splitting trees into evergreen or ornamental categories).

 

Thanks again,

 

-Travis

Travis,

A plant data overhaul is already in the works that will improve your custom columns.

You can, however, add those in yourself by customizing the plant size preference columns. If none of the plants placed in a project have a "size" set for a particular column, that column won't appear in a schedule. So really you can do that right now.

Plant Sizes Preferences

 

You can already reorganize groups in the plant preferences. Click on the Plant Groups button in Planting Preferences. You can add, edit, and delete groups from there to add your own "Evergreen" Group (although our default preference set does already have an "Evergreen Trees" Group included). 
Plant Groups (Subcategories)

If you're thinking about something else, feel free to clarify further (it might be best to make a new forum post about it, though, since it's separate from this post's topic).

 

-Amanda

Just checking in on the status of the Plant Data Overhaul...is this still in the works?  We would still very much like to add category subtotals to all of our schedules.

Travis,

Plant data overhaul is very much in progress as we speak! Actually, Jer and Jake showcased it a little in last Friday's wishlist webinar. Wishlist Discussion

 

The schedule upgrade project is going to take place in the next 3-6 months. It's a big one.

 

-Amanda

Checking in on this topic. I think we're through the plant schedule overhaul and there are a lot of new features. But I don't see a category subtotal. Is there a way to do subtotals that I'm missing? For example, I have categories called Canopy Trees, Evergreen Trees, and Ornamental Trees. Is there a way to subtotal each of those categories in the schedule so I know how many are in each category?

Travis,
We're not through the plant schedule overhaul yet. We are still working on this (just met today to work through how to tackle more items, including this specifically).
-Amanda