Ribbon Functional Overview

JDA® Space Planning

JDA® Floor Planning

Release 2017.1.0.0
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Table of Contents
Ribbon interface overview .................................................................................................................1
Core business benefits .............................................................................................................................. 1
Space Planning user interface changes................................................................................................2
File tab....................................................................................................................................................... 2
Home tab .................................................................................................................................................. 6
Build tab .................................................................................................................................................... 8
Data tab................................................................................................................................................... 15
Libraries tab ............................................................................................................................................ 16
Analysis tab ............................................................................................................................................. 18
View tab .................................................................................................................................................. 22
Advanced tab .......................................................................................................................................... 24
3D context tab......................................................................................................................................... 26
Layout context tab .................................................................................................................................. 28
Tables and Charts context tab ................................................................................................................ 30
Quick Access Toolbar and Help ............................................................................................................... 31
Floor Planning user interface changes...............................................................................................32
File tab..................................................................................................................................................... 32
Home tab ................................................................................................................................................ 36
Build tab .................................................................................................................................................. 38
Data tab................................................................................................................................................... 43
Libraries tab ............................................................................................................................................ 44
Analysis tab ............................................................................................................................................. 46
View tab .................................................................................................................................................. 50
Advanced tab .......................................................................................................................................... 51
BIM tab.................................................................................................................................................... 53
3D context tab......................................................................................................................................... 54
Layout context tab .................................................................................................................................. 55
Tables and Charts context tab ................................................................................................................ 56
Quick Access Toolbar and Help ............................................................................................................... 58
 Ribbon interface overview

Ribbon interface overview

The menus and toolbars in Space Planning and Floor Planning have been replaced by a ribbon interface.
One of the most significant user interface changes in several years, this design was reviewed by a
customer focus group whose feedback was incorporated into the final design. Adjustments were made
to minimize the change management impact on existing users.
This document describes how to access application features in 2017.1.0 compared to earlier versions.
The comparisons are based on the drop-down menus, where applicable, in prior versions of the
applications. However, many of the former menu entries were also mapped to toolbar buttons. The new
ribbon interface with its tabs, groups, and buttons provides access to application features in a
centralized location.
Note: The existing screen captures in this document are from the 2016.1.0 version. Some of the existing
menu entries may not be visible on your system if you are using an earlier version.

Core business benefits

• The ribbon has been built using familiar controls and visual styling cues for more efficient access to
application features.
• Tool tips and shortcut keys, if available, are displayed when you hover the mouse over a button or
group in the ribbon.
• The ribbon and Quick Access Toolbar (QAT) can be customized. See “Customize a ribbon” or
“Customize the Quick Access Toolbar” in the Space Planning and Floor Planning OnLine Experts for
additional information.
• Related features have been grouped on tabs for more intuitive user experience.

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 Space Planning user interface changes

Space Planning user interface changes

File tab
The File tab enables you to open, save, print, convert, or package Space Planning files, and configure
application settings.
Create a New file in 2017.1.0:

Create a New file in earlier versions:

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Open a file in 2017.1.0:

Open a file in earlier versions:

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Close a file or Exit in 2017.1.0: Close a file or Exit in earlier versions:

Save a project in 2017.1.0: Save a project in earlier versions:

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Configure Settings in 2017.1.0: Configure Settings in earlier versions:

Print or Preview in 2017.1.0: Print or Preview in earlier versions:

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Share files in 2017.1.0: Share files in earlier versions:

Home tab
The Home tab is activated by default when the application starts or when a file or new view is opened.

Edit objects in 2017.1.0: Edit objects in earlier versions:

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Zoom the current view in 2017.1.0: Zoom the current view in earlier versions:

Toggle visual elements in 2017.1.0: Toggle visual elements in earlier versions:

Show warnings in 2017.1.0: Show warnings in earlier versions:

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Select objects in 2017.1.0: Select objects in earlier versions:

Selection and Snapping options in 2017.1.0: Selection and Snapping options in earlier versions:

Build tab
The Build tab contains groups of buttons that are commonly used while merchandising a planogram.

Edit objects in 2017.1.0: Edit objects in earlier versions:

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Create a planogram in 2017.1.0: Create a planogram in earlier versions:

Edit segments in 2017.1.0: Edit segments in earlier versions:

Create a subplanogram space in 2017.1.0: Create a subplanogram space in earlier versions:

Replicate planograms in 2017.1.0: Replicate planograms in earlier versions:

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Create a fixture in 2017.1.0: Create a fixture in earlier versions:

Adjust fixtures in 2017.1.0: Adjust fixtures in earlier versions:

Add a manual divider in 2017.1.0: Add a manual divider in earlier versions:

Configure fixture location IDs in 2017.1.0: Configure fixture location IDs in earlier versions:

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Create a product in 2017.1.0: Create a product in earlier versions:

Find or work with products in 2017.1.0: Find or work with products in earlier versions:

Create a position in 2017.1.0: Create a position in earlier versions:

Change position orientation in 2017.1.0: Change position orientation in earlier versions:

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Adjust facings in 2017.1.0: Adjust facings in earlier versions:

Group or ungroup positions in 2017.1.0: Group or ungroup positions in earlier versions:

Configure position location IDs in 2017.1.0: Configure position location IDs in earlier versions:

Create a drawing in 2017.1.0: Create a drawing in earlier versions:

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Align horizontal or align vertical in 2017.1.0: Align horizontal or align vertical in earlier versions:

Adjust the merchandising direction in 2017.1.0: Adjust the merchandising direction in earlier versions:

Multiply objects in 2017.1.0: Multiply objects in earlier versions:

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Edit dimensions for objects in 2017.1.0: Edit dimensions for objects in earlier versions:

or

Edit bitmap image or mirror in 2017.1.0: Edit bitmap image or mirror in earlier versions:

Renumber location IDs in 2017.1.0: Renumber location IDs in earlier versions:

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Data tab
The Data tab enables you to control the movement of data into or out of the project, update or reset
performance data, use Planogram Exchange Management (PEM), switch accounts, run Business Rule
Validation (BRV), and configure checksums.

Import data in 2017.1.0: Import data in earlier versions:

View inventory information in 2017.1.0: View inventory information in earlier versions:

Reset data in 2017.1.0: Reset data in earlier versions:

Database utilities in 2017.1.0: Database utilities in earlier versions:

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Libraries tab
The Libraries tab provides access to product, fixture, and peg libraries.

Edit objects in 2017.1.0: Edit objects in earlier versions:

Open a database library in 2017.1.0: Open a database library in earlier versions:

Create a product library in 2017.1.0: Create a product library in earlier versions:

Open a product library in 2017.1.0: Open a product library in earlier versions:

Configure a product library in 2017.1.0: Configure a product library in earlier versions:

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Find a product in a library in 2017.1.0: Find a product in a library in earlier versions:

Update from/to a product library in 2017.1.0: Update from/to a product library in earlier versions:

Add or swap products from a library in 2017.1.0: Add or swap products from a library in earlier versions:

Work with product library rows in 2017.1.0: Work with product library rows in earlier versions:

Create a fixture library in 2017.1.0: Create a fixture library in earlier versions:

Open a fixture library in 2017.1.0: Open a fixture library in earlier versions:

Update from/to a fixture library in 2017.1.0: Update from/to a fixture library in earlier versions:

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Add fixtures from library in 2017.1.0: Add fixtures from library in earlier versions (right-click):

Open a peg library in 2017.1.0: Open a peg library in earlier versions:

Work with pegs in 2017.1.0: Work with pegs in earlier versions:

Analysis tab
The Analysis tab provides access to tables, charts, highlighting, and labels.

Access table properties in 2017.1.0: Access table properties in earlier versions:

Create a table in 2017.1.0: Create a table in earlier versions:

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Open a table in 2017.1.0: Open a table in earlier versions:

Customize or navigate a table list in 2017.1.0: Customize or navigate a table list in earlier versions:

Set scope or export data in 2017.1.0: Set scope or export data in earlier versions:

Access chart properties in 2017.1.0: Access chart properties in earlier versions:

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Create a chart in 2017.1.0: Create a chart in earlier versions:

Open a chart in 2017.1.0: Open a chart in earlier versions:

Customize or navigate chart a list in 2017.1.0: Customize or navigate a chart list in earlier versions:

Access highlight properties in 2017.1.0: Access highlight properties in earlier versions:

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Create a highlight in 2017.1.0: Create a highlight in earlier versions:

Open a highlight in 2017.1.0: Open a highlight in earlier versions:

Configure or navigate highlights in 2017.1.0: Configure or navigate highlights in earlier versions:

Access label files or properties in 2017.1.0: Access label files or properties in earlier versions:

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View tab
The View tab enables you to open a new view, adjust the properties of or refresh the current view,
toggle the display of view elements, and interact with application windows.

Open a new planogram view in 2017.1.0: Open a new planogram view in earlier versions:

Open a new notes view in 2017.1.0: Open a new notes view in earlier versions:

Work with planogram views in 2017.1.0: Work with planogram views in earlier versions:

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Save a picture in 2017.1.0: Save a picture in earlier versions:

Sort planograms in 2017.1.0: Sort planograms in earlier versions:

Show application windows in 2017.1.0: Show application windows in earlier versions:

Configure windows in 2017.1.0: Configure windows in earlier versions:

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Split view or track windows in 2017.1.0: Split view or track windows in earlier versions:

Advanced tab
The Advanced tab provides access to extended application features.

Access Planogram Generator in 2017.1.0: Access Planogram Generator in earlier versions:

Record scripts in 2017.1.0: Record scripts in earlier versions:

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Work with OLE objects in 2017.1.0: Work with OLE objects in earlier versions:

Run user-defined tools in 2017.1.0: Run user-defined tools in earlier versions:

Run user commands in 2017.1.0: Run user commands in earlier versions:

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3D context tab
The 3D context tab is active when you open or switch to a 3D view, and provides tools to modify the
view.

Navigate a 3D view in 2017.1.0: Navigate a 3D view in earlier versions:

Adjust the viewpoint in 2017.1.0: Adjust the viewpoint in earlier versions:

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Toggle visual elements in 2017.1.0: Toggle visual elements in earlier versions:

Set emphasis for selected objects in 2017.1.0: Set emphasis for selected objects in earlier versions:

Copy or paste the camera location in 2017.1.0: Copy or paste the camera location in earlier versions:

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Save 3D model in 2017.1.0: Save 3D model in earlier versions:

Layout context tab

The Layout context tab is active when you open or switch to a layout view, and provides tools to modify
the active layout, including adding or modifying layout pages or areas.

Create a layout in 2017.1.0: Create a layout in earlier versions:

Open a layout in 2017.1.0: Open a layout in earlier versions:

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Access layout properties in 2017.1.0: Access layout properties in earlier versions:

Configure area type or properties in 2017.1.0: Configure area type or properties in earlier versions:

Configure area format in 2017.1.0: Configure area format in earlier versions (right-click):

Adjust layout areas in 2017.1.0: Adjust layout areas in earlier versions:

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Configure layout pages in 2017.1.0: Configure layout pages in earlier versions:

Tables and Charts context tab

The Tables and Charts context tab is active when you open or switch to a table or chart view, and
provides tools to configure and work with data in the active table or chart view.

Find, select, and fill cells in 2017.1.0: Find, select, and fill cells in earlier versions:

Edit records in a table in 2017.1.0: Edit records in a table in earlier versions:

Edit or save a table design in 2017.1.0: Edit or save a table design in earlier versions:

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Edit or save a chart design in 2017.1.0: Edit or save a chart design in earlier versions:

Quick Access Toolbar and Help

Undo and redo features are located in the Quick Access Toolbar. Help features and technical support
information are located in the application title bar.
Perform undo or redo in 2017.1.0: Perform undo or redo in earlier versions:

Access help features in 2017.1.0: Access help features in earlier versions:

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Floor Planning user interface changes

File tab
The File tab enables you to open, save, print, convert, or package Floor Planning files, and configure
application settings.
Create a new file in 2017.1.0:

Create a new file in earlier versions:

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Open a file in 2017.1.0:

Open a file in earlier versions:

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Close a file or exit in 2017.1.0: Close a file or exit in earlier versions:

Save a project in 2017.1.0: Save a project in earlier versions:

Configure settings in 2017.1.0: Configure settings in earlier versions:

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Print or preview in 2017.1.0: Print or preview in earlier versions:

Share files in 2017.1.0: Share files in earlier versions:

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Home tab
The Home tab is activated by default when the application starts or when a file or new view is opened.

Edit objects in 2017.1.0: Edit objects in earlier versions:

Zoom the current view in 2017.1.0: Zoom the current view in earlier versions:

Toggle visual elements in 2017.1.0: Toggle visual elements in earlier versions:

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Show warnings in 2017.1.0: Show warnings in earlier versions:

Show the grid in 2017.1.0: Show the grid in earlier versions:

Select objects in 2017.1.0: Select objects in earlier versions:

Selection and snapping options in 2017.1.0: Selection and snapping options in earlier versions:

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 Floor Planning user interface changes

Build tab
The Build tab contains groups of buttons that are commonly used while merchandising a floorplan.

Edit objects in 2017.1.0: Edit objects in earlier versions:

Create a floorplan in 2017.1.0: Create a floorplan in earlier versions:

Sort floorplans in 2017.1.0: Sort floorplans in earlier versions:

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Create a department or fixture in 2017.1.0: Create a department or fixture in earlier versions:

Configure section placement in 2017.1.0: Configure section placement in earlier versions:

Combine, split, or flip fixtures in 2017.1.0: Combine, split, or flip fixtures in earlier versions:

Create an assembly in 2017.1.0: Create an assembly in earlier versions:

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Configure fixture location IDs in 2017.1.0: Configure fixture location IDs in earlier versions:

Create a planogram in 2017.1.0: Create a planogram in earlier versions:

Find or work with planograms in 2017.1.0: Find or work with planograms in earlier versions:

Configure planogram segments in 2017.1.0: Configure planogram segments in earlier versions:

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Work with sections in 2017.1.0: Work with sections in earlier versions:

Configure section location IDs in 2017.1.0: Configure section location IDs in earlier versions:

Create a drawing in 2017.1.0: Create a drawing in earlier versions:

Create a manual dimension in 2017.1.0: Create a manual dimension in earlier versions:

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Convert a drawing in 2017.1.0: Convert a drawing in earlier versions (right-click):

Rotate objects in 2017.1.0: Rotate objects in earlier versions:

Adjust objects in 2017.1.0: Adjust objects in earlier versions:

Attach to department in 2017.1.0: Attach to department in earlier versions (right-click):

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Renumber location IDs in 2017.1.0: Renumber location IDs in earlier versions:

Data tab
The Data tab enables you to control the movement of data into or out of the project, update or reset
performance data, switch accounts, run business rule validation (BRV), and configure checksums.

Work with planograms in 2017.1.0: Work with planograms in earlier versions:

Import planograms from text in 2017.1.0: Import planograms from text in earlier versions:

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Export a picture or model in 2017.1.0: Export a picture or model in earlier versions:

Update or reset performance in 2017.1.0: Update or reset performance in earlier versions:

Database utilities in 2017.1.0: Database utilities in earlier versions:

Libraries tab
The Libraries tab provides access to planogram and fixture libraries.

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Open a database library in 2017.1.0: Open a database library in earlier versions:

Create a planogram library in 2017.1.0: Create a planogram library in earlier versions:

Open a planogram library in 2017.1.0: Open a planogram library in earlier versions:

Update from/to planogram library in 2017.1.0: Update from/to planogram library in earlier versions:

Add a library planogram to project in 2017.1.0: Add a library planogram to project in earlier versions:

Configure a planogram library in 2017.1.0: Configure a planogram library in earlier versions:

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Find or edit rows in a library in 2017.1.0: Find or edit rows in a library in earlier versions:

Create a fixture library in 2017.1.0: Create a fixture library in earlier versions:

Open a fixture library in 2017.1.0: Open a fixture library in earlier versions:

Update from/to a fixture library in 2017.1.0: Update from/to a fixture library in earlier versions:

Add fixtures from a library in 2017.1.0: Add fixtures from a library in earlier versions (right-click):

Analysis tab
The Analysis tab provides access to tables, charts, highlighting, and labels.

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Access table properties in 2017.1.0: Access table properties in earlier versions:

Create a table in 2017.1.0: Create a table in earlier versions:

Open a table in 2017.1.0: Open a table in earlier versions:

Customize or navigate a table list in 2017.1.0: Customize or navigate a table list in earlier versions:

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Set scope or export data in 2017.1.0: Set scope or export data in earlier versions:

Access chart properties in 2017.1.0: Access chart properties in earlier versions:

Create a chart in 2017.1.0: Create a chart in earlier versions:

Open a chart in 2017.1.0: Open a chart in earlier versions:

Customize or navigate a chart list in 2017.1.0: Customize or navigate a chart list in earlier versions:

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Access highlight properties in 2017.1.0: Access highlight properties in earlier versions:

Create a highlight in 2017.1.0: Create a highlight in earlier versions:

Open a highlight in 2017.1.0: Open a highlight in earlier versions:

Configure or navigate highlights in 2017.1.0: Configure or navigate highlights in earlier versions:

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Access label files or properties in 2017.1.0: Access label files or properties in earlier versions:

View tab
The View tab enables you to open a new view, adjust the properties of or refresh the current view,
toggle the display of view elements, and interact with application windows.

Open a new floorplan view in 2017.1.0: Open a new floorplan view in earlier versions:

Open a new notes view in 2017.1.0: Open a new notes view in earlier versions:

Work with floorplan views in 2017.1.0: Work with floorplan views in earlier versions:

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Configure windows in 2017.1.0: Configure windows in earlier versions:

Split view or track windows in 2017.1.0: Track other windows in earlier versions:

Advanced tab
The Advanced tab provides access to extended application features.

Composite view or highlight in 2017.1.0: Composite view or highlight in earlier versions:

Floorplan Space Allocation in 2017.1.0: Floorplan Space Allocation in earlier versions:

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Work with OLE objects in 2017.1.0: Work with OLE objects in earlier versions:

Run user-defined tools in 2017.1.0: Run user-defined tools in earlier versions:

Run user commands in 2017.1.0: Run user commands in earlier versions:

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BIM tab
The BIM tab provides access to Building Information Modeling (BIM) integrations.

Import or export Revit data in 2017.1.0: Import or export Revit data in earlier versions:

and

Configure trace options in 2017.1.0: Configure trace options in earlier versions:

Import fixtures from DXF in 2017.1.0: Import fixtures from DXF in earlier versions:

Show trace files in 2017.1.0: Show trace files in earlier versions:

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Promote DXF fixtures and drawings in 2017.1.0: Promote DXF fixtures and drawings in earlier versions:

Export to DXF in 2017.1.0: Export to DXF in earlier versions:

3D context tab
The 3D context tab is active when you open or switch to a 3D view, and provides tools to modify the
view.

Configure the camera location in 2017.1.0: Configure the camera location in earlier versions:

Reload textures or models in 2017.1.0: Reload textures or models in earlier versions:

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Toggle visual elements in 2017.1.0: Toggle visual elements in earlier versions:

and

Layout context tab

The Layout context tab is active when you open or switch to a layout view, and provides tools to modify
the active layout, including adding or modifying layout pages or areas.

Create a layout in 2017.1.0: Create a layout in earlier versions:

Open a layout in 2017.1.0: Open a layout in earlier versions:

Access layout properties in 2017.1.0: Access layout properties in earlier versions:

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Configure area type or properties in 2017.1.0: Configure area type or properties in earlier versions:

Configure an area format in 2017.1.0: Configure an area format in earlier versions (right-click):

Adjust layout areas in 2017.1.0: Adjust layout areas in earlier versions:

Configure layout pages in 2017.1.0: Configure layout pages in earlier versions:

Tables and Charts context tab

The Tables and Charts context tab is active when you open or switch to a table or chart view, and
provides tools to configure and work with data in the active table or chart view.

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Find, select, and fill cells in 2017.1.0: Find, select, and fill cells in earlier versions:

Edit records in a table in 2017.1.0: Edit records in a table in earlier versions:

Edit or save a table design in 2017.1.0: Edit or save a table design in earlier versions:

Edit or save a chart design in 2017.1.0: Edit or save a chart design in earlier versions:

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Quick Access Toolbar and Help

Undo and redo features are located in the Quick Access Toolbar. Help features and technical support
information are located in the application title bar.
Perform undo or redo in 2017.1.0: Perform undo or redo in earlier versions:

Access help features in 2017.1.0: Access help features in earlier versions:

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