Finch 101: Generating Unit Plans
In this tutorial, we’ll walk through how to generate and assign unit plans directly within Finch—whether from your own plan library or using Finch’s AI suggestions.
1. Review Your Floor Plate
2. Set Graph Rules (Optional but Recommended)
Steps:
3. Select a Unit to Begin
4. Generate or Reuse Plans
Basic Users
Enterprise Users
5. Review Plan Suggestions
6. Use Filters to Refine Results
7. Inspect Plan Fit Score
8. Assign and Customize the Plan
9. Smart Copy & Mirrored Sync
Use Control + C to copy the plan
Control + C to copy the plan10. Assign Across the Floor
Summary
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