Project manual

Documentation

SheetAgent for Civil 3D: every section and article

One page per workflow, in the order you meet them, and every article on each page listed below it. Each page answers the questions the in-app assistant is asked most about that workflow. For the walkthrough videos, see Resources.

Division 00Procurement

00 10 00Manager Portal

For CAD managers, IT and whoever carries the budget: the roster, license usage, telemetry, and what the tool is returning against what was paid for it. Not needed to draw sheets.

  1. 1.01What the Manager Portal is
  2. 1.02Admins and viewers
  3. 1.03Dashboard
  4. 1.04CAD Users
  5. 1.05Telemetry
  6. 1.06Reports
  7. 1.07Billing
  8. 1.08Services
  9. 1.09Resources
  10. 1.10Bug Reports
  11. 1.11Settings

00 20 00Licensing, updates and support

Your licence status shows in the palette and through Run diagnostics: pro and trial mean active, expired or unassigned means access has lapsed, and offline means the last server check failed and a saved copy is in use. Updates are checked automatically. Running diagnostics before contacting support answers most of what a first reply would ask.

  1. 1.01License problem
  2. 1.02Run diagnostics
  3. 1.03Updating the plugin
  4. 1.04Logs and bug reports
  5. 1.05Contacting support

Division 01General requirements

01 10 00Getting started

SheetAgent for Civil 3D builds a complete sheet set from your model: tiles in model space become layouts, each with its viewport, title block, match lines and key map already placed. Four workflows cover the ways sheets get made, and Project Control sits above them for work spanning several drawings. Start here if you have not built a set with it before.

  1. 1.01What you need to run it
  2. 1.02Terms used in these pages
  3. 1.03Getting started
  4. 1.04Setup order: which button first
  5. 1.05Attaching several Xrefs at once
  6. 1.06Preview vs Build
  7. 1.07Build, Update and Retile
  8. 1.08Copying layer states across sheets
  9. 1.09What is a tile?
  10. 1.10What is _TEMPLATE_TB?
  11. 1.11What is the keymap?
  12. 1.12Buttons greyed out
  13. 1.13Palette won't open
  14. 1.14What the Assistant is

01 20 00Title blocks, north arrows and scale bars

Your own title block comes in as an XREF and becomes _TEMPLATE_TB, the layout every sheet is copied from. Set it and the maximum viewport area once, and every sheet inherits both. This setup comes before any placement mode, and it is also where north arrows, scale bars, match line style and title block attributes are configured.

  1. 1.01Import the title block
  2. 1.02Page setup and paper size
  3. 1.03Set the viewport size
  4. 1.04Configure title block attributes
  5. 1.05How your title block attributes are recognised
  6. 1.06Setting up the north arrow and scale bar
  7. 1.07Support viewports: legends, keynotes and schedules
  8. 1.08Template edits not showing on sheets
  9. 1.09When the north arrow is missing or wrong

01 30 00CAD standards

Your company layer standard comes in through an Excel template downloaded from the Manager Portal, and covers only the layers SheetAgent generates rather than your whole standard. Each workstation imports it once, and every drawing built on it afterwards uses it. An older drawing with its own layers keeps them until you choose to standardize.

  1. 1.01What CAD standards means here
  2. 1.02Importing your company standards
  3. 1.03Standardizing an older drawing

Division 02Sheets

02 10 00Plan sheets: array, path, alignment and free placement

Plan sheets are built from tiles you place in model space, one tile per sheet. There are four ways to place them: array fills a boundary with a grid, path follows a polyline, alignment follows a Civil 3D alignment and its stationing, and free placement drops single tiles where you click. Every mode starts from the same title block and viewport setup.

  1. 1.01Array placement
  2. 1.02Free placement
  3. 1.03Path placement: sheets along a polyline
  4. 1.04Alignment placement
  5. 1.05Tiling part of an alignment
  6. 1.06Why tiles cover different station ranges
  7. 1.07Filling coverage gaps
  8. 1.08When tiles move
  9. 1.09Assigning a sector or area
  10. 1.10The overview cover sheet

02 20 00Match lines

Yes. SheetAgent for Civil 3D draws match lines at Build Sheets wherever two sheets meet, each labelled with the neighbouring sheet, and regenerates them when the tiles, the alignment or the sheet numbers change. Where they land is yours to set, snapped to round stations along an alignment or left where the tile coverage puts them. How they read is yours too: text, prefix, background mask, or not drawn at all if you would rather place them yourself.

  1. 1.01Are match lines generated and updated automatically?
  2. 1.02What match lines are
  3. 1.03Where the match lines land
  4. 1.04Match line style, masks, and turning them off
  5. 1.05When match lines update
  6. 1.06Trimming viewports at the match line

02 30 00Multi VP: plan and profile sheets

Multi VP puts two or more viewports on one sheet. Plan and Profile pairs a plan with its profile view along an alignment. Plan/Plan stacks two different tiles on one sheet, which suits narrow corridors like utility runs. Plan Duplicate shows the same tile twice with different layer states, for existing against proposed.

  1. 1.01Multi VP: start to finish
  2. 1.02Plan/Plan sheets
  3. 1.03Plan and Profile setup
  4. 1.04Plan Duplicate sheets
  5. 1.05View and profile labels
  6. 1.06Customising the Multi VP template
  7. 1.07Rotating a sheet by hand
  8. 1.08What Layout Adjustment can change

02 31 00Splitting long and tall profile views

A profile view too long for one sheet is cut into one piece per sheet, each sized to its sheet's station range, carrying its bands, pipes, structures and pressure networks. A profile too tall for its viewport is split vertically as well: cut into segments, each drawn from its own datum, laid out as a row in the profile viewport, at the scale you chose. The split runs in the source drawing that holds the original profile views; the sheets live in a separate layout drawing, and the two are kept in step from either side.

  1. 1.01Splitting a long profile view
  2. 1.02Splitting a profile view vertically
  3. 1.03Where the seams and datums land
  4. 1.04When a segment reads OVER
  5. 1.05Adjusting a vertical split after the build
  6. 1.06Split Profile View does nothing
  7. 1.07When the tiles change after a split
  8. 1.08Moved profile tiles

02 40 00PDF detail sheets

An existing PDF details package becomes sheets in the same set as everything else: one layout per PDF page, each with a viewport pointed at that page, numbered and titled like any other sheet. Pages can be imported all at once, as a range, or picked individually, and the set is updated in place afterwards.

  1. 1.01Building the detail sheets
  2. 1.02Naming PDF detail sheets
  3. 1.03Reshuffling after deleting pages
  4. 1.04Updating existing PDF sheets

02 50 00Key Plans and key maps

Key Plans reads a set of drawings you already have and builds one index or cover layout covering all of them, plus key map coordination across the project. It does not author tiles or create drawings; that is Project Control. On a Project Control project the index is created for you, so this is the manual route.

  1. 1.01What Key Plans is, and when to use it
  2. 1.02Setting up a control drawing
  3. 1.03What Scan Subsets does
  4. 1.04When the overview is out of date
  5. 1.05Setting up a key map
  6. 1.06Rotating the key maps
  7. 1.07Key maps in a Project Control project

02 60 00Sheet names, numbering and Sheet Set Manager

Sheet numbers, titles and scales can be imported from a CSV before the build, edited per sheet afterwards, and renumbered across the set in one pass that cascades to key maps, labels and sheet set entries. The set is then written out to Sheet Set Manager and kept in sync as sheets are added, removed or reordered.

  1. 1.01Importing sheet names from a CSV
  2. 1.02Editing sheet names
  3. 1.03Renumbering sheets
  4. 1.04Creating a sheet set
  5. 1.05Keeping the sheet set in sync
  6. 1.06Page number and total sheets

Division 03Projects

03 10 00Project Control: projects across several drawings

Project Control holds one tiling that every discipline inherits, so demolition, existing conditions, grading and layout all sit on the same sheet boundaries, authored once in a control drawing. It creates each discipline's drawings, splits a discipline across files at a count you choose, numbers straight through, and keeps one sheet set for the project.

  1. 1.01Project Control
  2. 1.02Using more than one Project Control
  3. 1.03Set up a Project Control drawing
  4. 1.04Assign Disciplines
  5. 1.05Adding or removing a discipline
  6. 1.06Define Regions
  7. 1.07Build Set or Update
  8. 1.08Changing the project later
  9. 1.09Working in a managed discipline drawing
  10. 1.10Secondary VP
  11. 1.11Layer control across a whole discipline
  12. 1.12Xrefs for a whole discipline
  13. 1.13Profile Split Sync Required

03 20 00One set of sheets for every discipline

Author the tiling once in a control drawing, assign each discipline its prefix and numbering, and press Build Set or Update. Every discipline's drawings, sheets, key maps and sheet set are created from that one definition, and when the tiling changes, they follow. This page is the workflow in order, with the questions it answers as its headings; each section links to the page that documents the buttons.

  1. 1.01Can I generate layouts for several disciplines from one drawing?
  2. 1.02How the tiles are shared between disciplines
  3. 1.03How can I generate key maps for each drawing automatically?
  4. 1.04What happens when tiles, sheet order or sheet count change
  5. 1.05How Sheet Set Manager fits in
  6. 1.06Sectors and files: how the project breaks up
  7. 1.07When the drawings already exist: Key Plans

03 30 00What updates when the design changes

The tiles in model space drive the sheets. Move, resize or rotate a tile and press Update Sheets: the layouts, viewports, match lines and key maps follow, tiles that did not change are skipped, and Sync SSM brings the sheet set along. When the alignment moves under the tiles, Update Tiles moves them to it first. Nothing is rebuilt. This page says what happens for each kind of change, what stays yours, and where the limits are; each section links to the page that documents the buttons.

  1. 1.01What happens when a tile moves
  2. 1.02What happens when the alignment moves
  3. 1.03Which sheet elements update
  4. 1.04What you control and what SheetAgent maintains
  5. 1.05Can I change the viewport size or scale after the sheets are built?
  6. 1.06Coverage gaps after a change
  7. 1.07Sheet Set Manager after an update
  8. 1.08On a Project Control project
  9. 1.09The limits, stated plainly

03 40 00Health, drift, and existing drawings

Health compares the sheets against the model and the template and lists what has drifted: a missing north arrow or scale bar, a viewport someone resized, an alignment that moved away from its tiles, a deleted layout, a reference that changed since the build. Each warning names the button that settles it, and Auto Repair handles the common ones. Layouts you drafted by hand can be adopted and checked the same way, without rebuilding them.

  1. 1.01What Health checks
  2. 1.02What the health colours mean
  3. 1.03Which layers are managed
  4. 1.04When the alignment changes
  5. 1.05When viewports snap back: Normalize VP
  6. 1.06Stale reference before build
  7. 1.07Adding blocks to sheets that are already built
  8. 1.08Adopting layouts built by hand
  9. 1.09Where project data lives
  10. 1.10Resetting a project

End of index