- Editing Plant Information Overview
- The Plant Info Dialog Box
- Plant Code
- Set Detail
- Plant Information Fields
- Plant Symbols & Hatches
- Plant Data
- Additional Tools
- When Should You Edit?
After adding plants to your project, you may want to edit their information. You may need to correct plant data, such as rootball size or cost per unit. You may also want to change a plant's symbol to suit your preferences or office standards.
Any changes you make to plants will automatically update the drawing, including any callouts you've assigned to the plant. In other words, this tool provides the flexibility of making a casual specification for a plant and then, later in the design process, refining the plant.
You may also have placed one or more plants in your drawing that you want to replace with entirely different plants. For more information on replacing plants, visit our Change Plant documentation section.
Editing Plant Information Overview
You can edit plant information in the Plant Info dialog box, which you can access in one of the following ways:
Edit Plant Information Using the Edit Plant or Block Data Tool
Open our Edit Plant/Block Data tool:
F/X Planting ribbon, Edit Plant button
Plant Label toolbar
type FX_PlantInfo in the Command line
F/X Planting menu, Edit Plant option
The cursor will turn into a pickbox. Click a plant in your drawing to edit.
A Note on Shrub Areas
Shrub Areas are now associated with the hatches that represent them, rather than the polyline boundaries that surround them.
To select a Shrub Area, select the hatch rather than the boundary.
The Plant Info dialog box for the selected plant will open, allowing you to make edits.
Edit Plant Information Using the Plant Manager
You can also edit plants using the Plant Manager:
F/X Planting ribbon, Planting flyout
Plant Manager toolbar
F/X Planting menu, Plant Manager option
or type ProjectPlants in the Command line
The Plant Manager for the current project will open.
Under Project Plants, select the category of plant you want to edit (example: Trees category).
Highlight the plant you want to edit in the list, then click Edit.
The Plant Info dialog box for the selected plant will open, allowing you to make edits.
Use caution when editing using this method while the design process is already under way.
Editing from the Plant Manager WILL NOT create problems if:
- The planting plan is the current drawing. In this case, any changes made from within the Plant Manager would instantly update throughout the drawing as with with the Edit Plant button.
- No plants from the project have been placed in any drawing to date. In this case, no drawing exists to update.
However, editing from the Plant Manager WILL create problems if:
- The planting plan has been under development but is not the current drawing, and you go to the Plant Manager without the planting plan drawing being active. In this case, the selected plant's data will be updated within the project's database, but these changes will not be reflected in the drawing. As a result, a data mismatch will occur in the project and data in the drawing.
The Plant Info Dialog Box
Whether you choose to edit plants on the fly by selecting them in your drawing, or with the help of the Plant Manager, you'll make your edits using the Plant Info dialog box.
1. Plant Name: The botanical and common names for the selected plant. If you want, you can change this information.
2. The Plant Code assigned to the plant.
3. Change Plant: Click this button to replace the selected plant with an entirely different plant.
4. The Group, or subcategory category, of the selected plant. If you haven't set a subcategory, the plant will simply be grouped into its plant category (example: Trees).
5. Any Remarks, or notes, you want to assign to the plant – up to 256 characters.
6. If you want, set a detail for the plant.
7. If you want, set – or edit – a per-unit cost for the plant.
8. The Plant Information Fields, including user definable information fields.
9. The plant's Symbol Width in feet or meters, depending on how you have set your scale.
10. Buttons to toggle between the 2D, Color Render, and SketchUp symbols currently assigned to the selected plant.
11. Thumbnail image of the plant's Symbol. For trees and individual shrubs, you'll select a symbol block to represent the plant. For groundcovers and Shrub Areas, you'll select a hatch to represent an area that is planted with that groundcover or Shrub Area.
12. Plant Data: Access the wiki-based data associated with this plant.
13. Apply to all: Check this box to apply the edits you make to all instances of the selected plant that you've placed in your drawing
This field displays the default code assigned to this plant, as it will appear in your labels and Plant Schedule. All plants in our database have a unique code automatically assigned to them.
You can edit the plant code as you choose.
Take care when editing a plant's code. Changes you make in the Plant Code field for a given project will affect that plant's code in all other drawings that use the same project. To avoid this issue entirely, we recommend setting up and working from a central project template that includes your office's preferred plant codes.
Plant codes can follow one of two possible formats:
- GEN SPE: The first three letters of the genus, followed by the first three letters of the Species.
- GS: The first letter of the Genus, followed by the first letter of the Species.
You can assign either of these plant code formats in the Planting Preferences.
To give the plant a new subcategory (group), open the Group menu.
The menu will list all possible groups within the selected plant category. For example, groups within the Trees category include Conifers, Deciduous Trees, and so on.
If you want to move the selected plant to another group, select that group from this pull-down menu.
Note that the menu also offers the option <Add New>, which allows you to create a new group.
You can also select the entries for the subcategories – <Trees>, <Shrubs>, <Shrub Areas>, or <Ground Covers> – to move the selected plant to one of those categories.
If a detail has been set as a default for the plant category as a whole (example: for all Trees), that detail number will appear in this field.
If you want a different detail to represent this plant, click Set Detail and set a different detail to represent this plant.
For more information, see our Associating Details With Plants documentation page.
Plant Information Fields
This portion of the Plant Info dialog box contains up to six user definable fields for how you typically specify this type of plant.
These include Container/Rootball Size, followed by other fields such as Caliper, Size Range, and three extra fields that you can customize in Plant Sizes Preferences.
Each field has its own pull-down menu.
Pictured to the left is the menu for Container/Rootball Size, where you can select from several different sizes for the selected plant.
You can customize the Plant Information fields in the Plant Sizes Preferences screen.
Select the number of columns that you want to appear in your Plant Schedule. In this example, as in the Plant Info dialog box as pictured above, we have 3 columns selected.
In this example, we've selected 6 columns, which adds User Fields 4, 5, and 5.
All six columns are completely customizable, allowing you to add any information you want to your plants.
These extra fields will be added to the Plant Info dialog box with the same names you give them here. See Additional Fields below.
Though all the fields are user definable, it's best to leave this field definition for container/rootball size, as this data may be indicated in the plant callout, depending on the type of callout. However, you might make a variety of changes to the listing options for this field, depending on your specification needs.
The container size will be the default size for that plant category that is set in the Plant Sizes Preferences before you edit it. There, you can set the default size for the average plant of this category to receive (example: 15 gal for trees, 5 gal for shrubs, etc.).
The other five fields are whatever you define them to be. Note that just because a field is visible does not mean you have to use it. If you have six fields available and you only use one or two, only those you use will be included in your Plant Schedules.
Examples of other potential fields might include:
- Size Height or Size Width (or a Size category indicating both height and width with 10'Hx8'W sort of option)
- Clr Trunk Ht (Clear brown trunk height for palm trees)
- Water Usage (such as a WUCOLS water usage classifications in the western USA)
Here's an example:
Selecting 5 from the Columns menu in the Plant Sizes Preferences adds two additional fields.
We'll change the names of those fields to Height and Water Usage. Click OK to save your changes.
The extra fields are then added to the Plant Info dialog box. Note that the menus to the right of these new fields won't contain any entries except ---Add New---.
Select ---Add New--- to add a data entry to the menu.
The New Plant Size dialog box will open, and you can enter the data of your choice. we'll give our tree a 10 gallon per day (10 G/Day) water usage. Click OK to add the data entry.
These custom columns will be included in your Plant Schedule, along with the data you've set for them when adding information to each plant.
These additional fields might be unique to how your firm specifies plants, or specification requirements unique for different areas of the world, such as Number of Transplants for France.
Flat Count (Groundcovers and Shrub Areas)
For plants you've added as groundcovers or Shrub Areas, you can choose to express your plant counts in flats, sods, or seeds. For further information, please see our documentation pages on:
In the interest of avoiding confusion with the contractor, your flat quantities will only appear in the Plant Schedule – not in your plant labels. Instead, a plant label for a groundcover area will show a full plant quantity in that area.
Plant Symbols and Hatches
Click the Symbol area to assign the plant with a symbol block (trees and individual shrubs) or a hatch (Shrub Areas and groundcovers).
For plants you've added as trees or as shrubs, you'll select an individual plant symbol block to represent that plant in your drawing.
For plants you've added as a Shrub Area or groundcover, you'll select a groundcover hatch to represent an area filled with that plant.
Plant Symbol Toggles
The Plant Info dialog box now allows you to toggle between the symbols currently assigned to the selected plant.
We've added three buttons directly above the plant symbol thumbnail: 2D, Color, and SketchUp. Clicking each of these buttons will display the appropriate symbol in the thumbnail area.
Note that the 2D symbol is the default display.
Click 2D to see the 2-dimensional CAD symbol currently assigned to the plant.
Click the Symbol thumbnail to open the Planting dialog box. There, you can select a 2D symbol for the selected plant.
For more information on 2D plant symbols, including customization, see our Plant Symbols documentation section.
After selecting a symbol to represent your plant, you'll need to set its width in the Symbol width field.
This box controls the width of the symbol as it is placed into the drawing. The default symbol sizes are:
- 20-foot diameter for trees
- 4-foot diameter for shrubs
Note: If you've set your scale in metric units, the Symbol width will be in meters.
Color Render Symbol
Click Color to see the color symbol currently assigned to the plant for use with our Color Render tool.
If you have yet to assign a color symbol to the plant, the thumbnail will be blank.
You can set a new color symbol by clicking the thumbnail. See our Color Render page for details.
Clicking the Color Render thumbnail image will open the Plant Colorization dialog box. There, you can select a new color symbol for the plant (if desired).
Click SketchUp to see the 3D SketchUp symbol currently assigned to the plant.
If you have yet to assign a SketchUp symbol to the plant, the thumbnail will be blank.
Clicking the SketchUp thumbnail will open the Select Symbol dialog box, where you can assign a SketchUp symbol to the plant from within CAD.
Clicking the Plant Data button expands the Plant Info dialog box to include all data associated with the plant.
Here, you can fill out information on the plant ranging from hardiness zone to sun, soil, and water needs in the wiki database for the selected plant.
Choose the Language for a Plant's Common Name
The wiki-based data section also includes options for naming the selected plant. To use the common name for the plant in your language, select your language from the menu on the right (example: English).
These local names are crowd sourced, with all Planting F/X users able to help edit them. If you want more control over local common names, you can edit the plant name field on the left. If you enter a custom plant name, it will be added to your local project data and can be saved to your planting template.
Note that all these changes are sent to our team so we can vet them.
Click the Plant Data button again to close the Data window.
The Plant Data area also includes a section for Custom Fields. Here, you can check boxes for any items that apply to the selected plant. These data fields will be included as columns in your Plant Schedule.
At this point, we need to create these custom fields through adding code to the software. To request that we create specific fields, please send us a technical support ticket specifying which fields you'd like us to create for you. Please provide the field name and the field options in the order in which you want them.
Revisions can occur in the design process, and we offer several ways to deal with changes or editing that may occur.
• Change Plants: Substitute one or more existing plants in the drawing with an entirely new plant.
• Match Properties: Assign the properties of one plant to another plant or plants.
• Highlight Plant: Highlight all instances of a given plant in the drawing for the purposes of error checking or easy location.
When Should You Edit?
You might choose to edit your plants soon after you have added a number of plants to your project plant palette.
Or you might defer editing in order to focus on your plant palette. In this case, you might wait to edit until you start to place plants into your design (at which time you will need to edit anyway because you will need a symbol to represent the plant in the drawing).
Editing occurs when you change your mind about some aspect of a plant, or are directed by others to make a change. You'll find that you may want to change your mind about a symbol for a plant, or that symbol's size. It's common to place a plant into a drawing and immediately decide, "That symbol is too large (or small), and I want to change it."
Or you may place a symbol and think, "That looks too much like this other symbol, and I want a different one." Use the Plant Edit button to change the symbol quickly.
Finally, you may find that, after completing the design and cost estimate for a project, you need to reduce the cost. You can do so easily by specifying smaller plant sizes, or downsizing. Use the Plant Edit function to downsize all instances of a plant. The labels will automatically reflect the new container or plant sizes.
How Carefully Should You Edit?
We recommend avoiding wasting time early in a project carefully deciding all aspects of a plant specification. After all, you might not even use several of the plants you edit when you get to the final stage of design.
Instead, it might be more efficient to perform a quick review of a few overall plant requirements, such as container size, the symbol, and symbol width. You can always come back to the plant later in the project development and edit or change any aspect of it. You can even come back and change the plant itself. If you do so, all symbols, symbol sizes, callout information, etc. will update and change throughout the drawing.