Copying an Existing Floorplan Using New Floorplan Wizard

Because customers reserve booths on a floorplan by purchasing an Expo product during order entry, each floorplan can only be linked with one expo. However, floorplans can be copied for reuse if the Allow Copies option is selected on the General tab of the original Floorplans record. Additionally, if the floorplan status selected on the General tab of the new Floorplans record allows edits, the copied floorplan can be modified. This allows greater flexibility in configuring floorplans, as users can quickly set up similar floorplans by copying an existing record and making changes, rather than having to build each one manually.

1. Open a new Floorplans record from the Floorplans service. The New Floorplan wizard launches automatically, displaying the Welcome page. Click Next to continue.
   
   
2. Select the Use existing Floorplan to create new Floorplan option. A list of existing venues and floorplans displays. Browse through the venues list and select the floorplan to be copied.
   • Once a floorplan is highlighted, the Details area automatically updates to show information about the selected floorplan (width and length of booths, number of booths and number of units). Click Next to continue.
   
   
3. The next page of the wizard prompts the user to update the Name, Description, and Floorplan Status for the new floorplan and allows them to specify what features of the copied floorplan should be included. 
   
   • See About the Default Floorplan Statuses for information on the standard floorplan status options.

   

   • On this page, the user selects the type of copying method. Two possibilities exist when copying a floorplan:
     • Copy Architecture : This option only appears when the Floorplan Status is Initial Design. This option is reserved for future use.
     • Copy the Booth Layout: This option only appears when the Floorplan Status is Initial Design or Arrange & Assign. If this option is selected, the size and arrangement of the booths are copied for the floorplan. Booth assignment information, obtained from orders placed against the expo that contains the original floorplan, is not copied.
       
       
   • When copying booths, the user must determine how to handle booths that were combined in the original floorplan. Two options are available for handling combined booths when copying a floorplan.
     • Break Apart Combined Booths: All booths that were combined in the original floorplan are split into their original booths for the copied floorplan.
     • Keep Combined Booths: Any booths that were combined in the original floorplan are copied as combined into the new floorplan.
       
       
   • Click Next to continue once all copy settings have been defined. The Confirm New Floorplan page displays.
     
     
4. Confirm the floorplan copy settings.
   
   1. • If the settings are incorrect, click Back to modify.
      • If all settings are correct, click Finish to copy the floorplan and create the new Floorplans record.

   

5. The new Floorplans record displays. Verify that all information was copied correctly.
6. If the floorplan is available for copying in the future, select the Allow Copies option. This option is selected by default.
7. Save the Floorplans record.
8. Click the Booths tab and modify the booth information you copied from the other floorplan, as needed. For more information on configuring booths for the floorplan, see Managing the Booths for more information.