Tree Remediation Plans
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Tree Remediation Plans

Jun 26, 2020
Video Length:  1:00:31
Presented By:  Amanda Berry

The first step of a design is typically an analysis of existing conditions. In many regions, this process includes a tree remediation, inventory, and/or removal plan. We'll show you how to use a separate Preference Set and project to organize, lay out, call out, and schedule your tree preservation. As an example, we'll use a simple tree inventory that only needs trees identified, with a few data points on the size and health. We'll bring the automatic schedule into MS Excel to fine-tune for some canopy totals. This intermediate-level presentation assumes you have a basic knowledge of our Plant Manager and Preferences screens.

Webinar Contents:

Note: The following catalog of content covered in this webinar is time stamped to allow you to follow along or skip to sections of the video that are relevant to your questions. You can also search for content on this page using the FIND command in your browser (CTRL + F in Windows, Command + F in Mac OS.)

  • Intro/TOC
  • Tips for Analyzing the Site for Trees
    • Information Needed to Create the Plan
  • Creating a Preference Set
    • Plant Sizes Preferences
    • Planting Preferences
  • Organizing Project Numbers
  • Adding Trees to the Manager
  • Placing Trees, Calling Out, and Scheduling

0:00 – 3:31: Intro/TOC

3:32 – 13:59: Tips for Analyzing the Site for Trees

Go out on site (3:40)

  • Take your site survey (to scale), a pad of paper and dictation recorder, metal tree tags, and measuring tape.
  • Easier during summer (to see health issues).
  • Tag the trees – numbered tags must correspond to your plan.
  • Take photos of every tree, up close and in context.


Record at minimum (6:53):

  • Tag number and location on the plan
  • Species
  • Trunk caliper at breast height
  • Tree spread
  • Any health or form issues


Compare with historical aerials (9:35)


Remember also to record fresh stumps.


Information Needed to Create the Plan (10:38)

Making a plan (10:38)


You'll need a separate Preference set because:

  • You'll be using our planting tools with different annotation needs.
  • Existing plant information for the schedule is different from the proposed plants.
  • You might want different default schedule options (no symbol).


Don't need labels or a schedule?

  • Just use Generic Plants.
  • We're creating something more detailed in this presentation.


You'll also need a separate project number because (13:05):

  • You're using a different Preference Set.
  • Bonus: It will keep the Plant Manager tidier.

14:00 – 19:39: Creating a Preference Set

Creating a new Preference Set based on an existing one (16:06)


Plant Sizes Preferences (16:43)

Creating additional columns for the Plant Schedule (17:00)


Planting Preferences (17:50)

Label styles (17:50)

We recommend using our multileader (MLeader) label styles.


Plant Schedule defaults (19:00)

19:40 – 22:32: Organizing Project Numbers

Numbering projects in the Project List (19:45)


Assigning Preference Sets and detail folders to specific projects (20:50)


22:33 – 25:11: Adding Trees to the Manager

Remediation tree symbols in our Generic Plants library (24:10)

25:12 – end: Placing Trees, Calling Out, and Scheduling

Placing Symbols (25:12)

Selecting and placing a tree symbol (25:12)


Turning a Generic Plant into a project plant (26:45)


Editing a plant in a drawing (28:00)


Organizing plants within the Plant Manager (30:20)


Marking trees to be removed (31:47)


Note that the linework in each symbol is on various layers, which gives you more control over freezing, turning layers on and off, etc. within symbols. (32:10)


Copying a plant with a new code and placing it from the Plant Manager (33:00)


Labeling (34:00)


Lining labels up with each other (34:30)


Staggering labels using the hexagon callout box (35:09)


We recommend being extremely strategic in numbering the trees in your plan, which will make it easier for the contractor to read it. (37:03)


Using our Verify Labels tool to error check your labeling (39:00)


Scheduling (40:10)

Unchecking the Spacing option in the Plant Schedule dialog box (40:35)


Placing a Plant Schedule (41:04)


Relocated trees (42:10)

A tree preservation plan is somewhat like a demolition plan. We recommend tagging trees to be relocated in the preservation plan but not tagging their relocation until the planting plan.


Xrefing the preservation plan into the planting plan so it shows up in the Plant Schedule (43:40)


Freezing the layers containing trees to be removed using our SuperLayFreeze tool (45:37)


Freezing the original survey, also using SuperLayFreeze (47:04)


Question: Do you have any suggestions for Land F/X users who want to work with GIS or ESRI data? (48:21)

Answer: The person providing you with these files will need to export them into a format you can import. If you can get the GIS data of the locations of all the trees, you can use our Import CSV tool to import them and assign a block to each tree and then size the blocks up to the correct size.


Question: Is there a quicker way to choose a species for each of the symbols in a larger plan? (50:00)

Answer: You can copy the tree from the Plant Manager with a new code. If you have an excessively large number of trees to deal with, you can tag one of them with a number and then assign the same number to the rest of the trees, or provide a letter suffix for each like tree with the same number. However, it's important to use this trick sparingly.


Correcting trees that have been copied incorrectly (53:37)


Question: Does the X for "move" in the middle of a tree symbol have to match the canopy size? (54:42)

Answer: No, it doesn't. It's up to your preference. You can make the X slightly smaller than the canopy, color code trees to be removed with hatches, or even apply Shrub Areas to large areas of trees to be removed.


Question: Some municipalities require us to show our new mitigation trees on our tree plan as well. Is there a good way to show this using these tools? (57:30)

Answer: We recommend using tree groups to show which trees are to be mitigated.


Running a schedule to a spreadsheet and adding cell calculation (58:44)


Adding attributes to the symbols and using the ATTOUT command to create a supplementary CSV file (59:50)

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