8.2 Markups

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Available for the Following Roles: All Roles

A Markup is any one of a number of visual items added to a Scenario's presentation Slides for the purpose of conveying information to viewers. Markups can only be added to presentation Slides while editing the Slide. Labels, Callouts, and measurements are all examples of Markups. Slide Markups only appear in Presentation Mode, while editing or viewing the presentation.

This article contains the following sections:

• Choosing a Slide to Markup
• Types of Markup Objects
• Callout Settings
• Label Settings

Choosing a Slide to Markup

To create Markups on a slide first access the slide on which these Markups should appear. From the left side toolbar click Presentation & Slides or go to Presentation mode then select an existing slide or alternatively right click the three dots on a slide and choose Edit Slide. The slide's editor panel will appear on the ride side of the screen. From this editor panel you can select the type of Markup to add.

Types of Markup Items

There is a variety of Markup types they can all be accessed from the slide editor side sheet. Users can set the slide Capture Angle and create Markups. Note: it is highly recommended to set the Capture Angle (1) before creating any Markups: Callouts/Labels (2), Distance Measurements (3), Elevation Markers (4), and Section Cuts (5). The side sheet also lists existing Markup items on the slide (6).

Capture Angle

• Each slide can only have 1 Capture Angle/view point, which is used by Presentation Mode whether manually cycling through slide or automatically while playing in the presentation player.
• It is recommended to position the view by using your mouse to navigate to a frame of view that includes all features of the interest for the Slide, then click Recapture Angle (1 above) to save this viewpoint. 

Distance Measurements

• Minimum Distance reports minimum straight line distance between two objects (not two points). 
• Measure Distance reports straight line distance and X/Y/Z components lengths between two points.

Elevation Markers

• Sea Level Elevation reports the elevation relative to sea level of the selected point
• Project Zero Elevation reports the elevation relative to the project zero plane of the selected point

Custom Section

• Select from X, Y and Z, the orientation of the section plane. To position the plane, click and drag along the selected axis, you can also use the Flip Section button to swap which side is hidden.

Callouts/Labels

• Callouts are textboxes that "float", with a leader that is anchored to a point in the scenario. Labels are  textboxes that are projected onto a surface in the scenario. These are the only markup type with settings that are editable after creation.

Callout Settings

• There are two types of Callouts:
  • Legacy Callout: old callout design
  • New Callout: newly improved callout design that automatically take the name of the object

Adding a New Callout

• From the slide editor side sheet click the Callouts button (2 above). An anchor-point/callout will be attached to your cursor in 3D. Click anywhere on your map or buildings to place the anchor/callout.
• When the callout has been placed, a side menu will appear on the right side of the screen with Callout settings.

Editing an Existing Callout

• Navigate to the Slides and launch its side sheet. Double click the callout in 3D or find it at the Slides side sheet under Markup Items, right-click the callout and select "Edit". The edit panel will appear.

Callout Display Settings

• From the side sheet, Callouts can be displayed by selecting either Show by milestones or Show by slides (1)
  • Show by milestones: allows users to set the first and last milestones through which the label should appear on site for.
  • Show by slides: after clicking Select Slides, the list of all slides (from Presentation mode) appears in a window for users to choose specific slides from. Finalize selection by click the Select Slide button. The callout will only appear on site for the selected slides in Presentation Mode, and will be hidden from view in the rest of the slides. The Callout will be listed in the Markup items section of the slide (accessible through Presentation mode)
• Text & background color
  • The Callout's text and background color (2) can be set by clicking the colored square to display a selection of colors. Custom colors can also be set.
  • Text field: (3) enter any text (or an emoji) to be displayed on the callout in the text field.
  • Turn on the "Clickable link" (4) to display a clickable link on the label in Presentation mode
• Text formatting: 
  • Font size (5): use the slider or enter a number in the adjacent number field to set the callout's text font size.
  • Alignment (6): set preferred text Alignment from the three options: Left, Right, or Center
  • Style (7): choose to embolden or italicize the text using the B and/or I buttons
• Styling Settings:
  • Line color: (8) change the Callout line color by clicking the colored square to display a selection of colors. Custom colors can also be set.
  • Callout's border thickness (9), padding (10) or the margin around the Callout's text, and corner radius (11) of the Callout can be set by entering a number in the text field.  
  • Leader sizing method (12): objects in pixel-based leader sizing method remain the same thickness on the screen when zooming in and out
  • Leader thickness (13): use the +/- buttons to set the Callout's leader thickness.
  • Sphere radius (14): use the +/- buttons to set the Callout's anchor-point's sphere's size.
• Move, adjust, and reposition changes the display position of the Callout. See Callout Display Settings for detailed information on the settings.
• Remove Leader (18) turns Callout to Label. 
• Click the trashcan (20) to delete the callout.
• Click "Done" (19) to confirm the callout settings

Callout Position Settings:

To reposition the anchor point of the Callout click Move, this will display the position settings and change your cursor to the move handle.  Click and drag the handles in 3D to reposition the Callout's anchor point, or adjust the  X/Y/Z coordinate fields in the side panel. Use the +/- buttons with a delta value as an alternative method to adjust. All position changes will be reflected live in 3D. Note: the hot key for Move is M/T. 

To make all other Callout adjustments click on Adjust. From here users may change the orientation and positioning of the Callout's text in 3D:

• Face label to screen (3)  activate to keep the callout text aligned with the screen when the view point changes.
• Use the rotation (4) and tilt (5) slide or enter a number in the adjacent text field to change the orientation of the text box.
• Stem location (6) can be set on the different edges of the text box by selecting on the drop down menu, and stem length (7) determines how far the stem is from the text box using the slider or enter a number in the adjacent text field.
• Label positioning determines the horizontal position (8), vertical position (9), and depth (10) of textbox. Set the Callout position by using the slider or enter a number in the adjacent text field.

• Use Reposition (11) to move the label in one click.  
• Click "Done" (12) to confirm the 3D label position

Deleting a Callout:

There are several ways to delete a Callout:

• Select the Callout from the 3D view and press the Delete button on your keyboard. Or right click the callout in 3D and choose Delete from site plan.
• Launch the slide editor side sheet, find the callout in the slide editor side sheet near the bottom. Right-click and select "Delete".
• Launch the slide editor side sheet, double click the callout in 3D to bring up the settings side panel, click on the trashcan icon to delete the callout.

Label Settings

Settings in adding, editing, displaying and positioning of Labels are similar with Callouts. 

Adding a New Label

• From the slide editor side sheet, click the Callouts button. Once a Callout has been placed, click Remove Leader (18) to turn Callout to a Label. 
• When the Label has been placed, a side menu will appear on the right side of the screen with Label settings.

Editing an Existing Label

• Navigate to the Slides and launch its side sheet. Double click the label in 3D or find it at the Slides side sheet under Markup Items, right-click the label and select "Edit". The edit panel will appear.

Label Display Settings:

• Labels can be displayed by selecting either Show by milestones or Show by slides (1)
  • Show by milestones: allows users to set the first and last milestones through which the label should appear on site for.
  • Show by slides: after clicking Select Slides, the list of all slides (from Presentation mode) appears in a window for users to choose specific slides from. Finalize selection by click the Select Slide button. The label will only appear on site for the selected slides in Presentation mode, and will be hidden from view in the rest of the slides, and will not appear in milestones. The Label will be listed in the Markup items section of the slide (accessible through Presentation mode)
• Project on terrain (2): toggle on to project the label on to the map surface, contouring to the terrain; as labels will be detached from the terrain by default. Note: In the case of 3D labels, each individual 3D label in the scenario will take up a projection slot. As a best practice, we suggest keeping labels detached from the terrain to save the projection slots for other tools.
• Text & background color
  • The Label's text and background color (3) can be adjusted by clicking the colored squares to display a selection of colors. Custom colors can also be set.
  • Text field: (4) enter any text (or an emoji) to be displayed on the label in the text field. 
  • Turn on the "Clickable link" (5) to display a clickable link on the label in Presentation mode
• Adjust the Text size (6) using the slider or enter a number between 0.1 and 100 in the text size field.
• Set the preferred Alignment (7), from the 3 options: Left, Right or Center
• Choose to embolden or italicize the text using the B and/or I buttons (8).
• Line color: change the Label line color by clicking the colored square to display a selection of colors. Custom colors can also be set.
• Label's border thickness (10), padding (11) or the margin around the Label's text, and corner radius (12) of the label can be set by entering a number in the text field 
• Click "Done" (13) to confirm the 3D label settings

Label Position Settings:

• Clicking Move (1) will change your cursor to the move handle, while clicking Rotate (2) will change it to the rotation handle. Click and drag the handle axis/rotation-planes to reposition the label. The handle location can be changed from Part Origin to User-defined in the side sheet (3). Note: the hot keys for Move and Rotate are M/T and R respectively.

  • Click on the Move or Rotate tabs off the label's setting side sheet to display the position settings. By adjusting the text field values displayed in the side panel users can precisely set the X/Y/Z coordinates (4), and rotation around the X/Y/Z axis (5). Use the +/- buttons with a delta value as an alternative method to adjust. All position changes will be reflected live in 3D.

    

• Use Snap To/Move To/Rotate To to reposition the label in 2 clicks. First click a point on the face of the label, and second click something in your scenario. Snap to (6) and Rotate to will reposition the Label to be coplanar with surface selected by the second click. While Move to will reposition the Label to intersect with the point selected in the second click. Note: the hot keys for Snap to is S.
• Use Reposition (7) to move the label in one click.   
• Click Done (8) to confirm the 3D label position

Deleting a Label:

There are several ways to delete a Label:

• Select the Label from the 3D view and press the Delete button on your keyboard. Or right click the label in 3D and choose Delete from site plan.
• Launch the slide editor side sheet, find the label in the slide editor side sheet near the bottom. Right-click and select "Delete".
• Launch the slide editor side sheet, double click the label in 3D to bring up the settings side panel, click on the trashcan icon to delete the 3D label.

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