Customizing Stacking Plan

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The new Stacking Plan will allow you to customize the information that is displayed. Please follow the steps below to customize your Stacking Plan.

1. Since the Stacking Plan is made up of Spaces and Units, you will need to access the Space/Unit object. From any Space/Unit record, click the Setup icon and select Edit Object.


2. Locate the Field Sets option on the left side and select it. Notice there are several Field Sets - read the descriptions in order to make your selection. 

If you want to make changes to additional Field Sets, follow the same steps.


3. You will want to focus on Space/Unit options, as the other selections are for Related Lists and should not be used in this workflow.  Drag and drop your selection to the section below and click Save.


 Be sure to refresh your browser after making any changes from the Setup menu.


Please reach out to Product Support ( if you have any questions about how to customize Stacking Plan.



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