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Create and assign plans

Available with Standard or Advanced license.

  • Create a plan
  • Assign plans to parcels

The parcel fabric organizes parcel data based on the form in which the data was originally recorded. In most cases, parcel data is recorded on plans, or records of survey. Plans and plats, or records of survey, are legal documents used by surveyors and engineers to describe and map the findings of their fieldwork. Parcels are created and edited in response to changes in the legal record. Changes in the legal record are typically reflected in the submission of a new plan or record of survey.

In addition to a drawing of the survey measurements, plans contain other information such as the following:

  • The legal description of the surveyed area
  • Easement and right-of-way descriptions
  • Landownership information
  • Approval statements
  • Name of the surveyor
  • Legal date the plan was recorded
  • Survey date
  • Plan units

A parcel in the parcel fabric is stored under one plan or record of survey.

Subdivision plan

If you do not want to use plans in the parcel fabric, you can use the system default <map> plan to store your parcels.

Create a plan

A new plan is created in the Plan Directory dialog box. The Plan Directory dialog box displays a list of plans and plats or records of surveys existing on the current parcel fabric. Click the List drop-down box to search for a plan by date, current map extent, or attribute query.

Tip:

Plan data can also be loaded to the parcel fabric.

To create a new plan in the parcel fabric, complete the following steps:

  1. In an edit session in ArcMap, click the Parcel Editor arrow on the Parcel Editor toolbar and click Plan Directory.
  2. On the Plan Directory dialog box, click Create Plan to create a new plan.
  3. Create a new plan
  4. On the Plan Properties dialog box, click the General tab and enter a name for your new plan.
  5. Click the Record Format tab to specify the units you'll be working with in this plan.

    Choose the appropriate units for Direction or Angle Type, Direction and Angle Units, Distance and Length Units, and Area Units. Parcels created in this plan will be entered and stored in these units.

  6. Choose the appropriate values for Circular Curve Parameters and Circular Curve Direction. Curves for parcels created in this plan will be entered and stored using these parameters. You'll be able to identify which curve parameters a plan uses by looking at the curve dimensions on the plan. Curve dimensions are sometimes displayed in a curve table for labeled curves on the plan.
  7. Tip:

    When entering new parcels, you can override the plan units and curve parameters by using override shortcut keys in the parcel traverse grid.

  8. Click the Corrections tab and click Uses true mid-bearings if bearings of your parcel lines in the plan are the bearings from true north at the midpoint of the parcel. This option is typically used for very long parcel lines.
  9. Click the Attributes tab to populate plan attributes such as the LegalDate and accuracy category.

    Tip:

    You can add your own attributes to the Plans table, and these attributes will become available on the Attributes tab on the Plan Properties dialog box.

  10. When a LegalDate attribute is entered for the plan, this date is copied to the LegalStartDate attribute of all new parcels created in this plan. If there are parcels made historic by new parcels created in this plan, the LegalDate attribute is copied to the LegalEndDate attribute of the historic parcels.

    All new parcels created under this plan will also inherit the specified accuracy category. Accuracy categories are used by the parcel fabric adjustment.

  11. Click OK on the Plan Properties dialog box to create the plan.
  12. The new plan is listed on the Plan Directory dialog box.

Assign plans to parcels

In the parcel fabric, the Parcels table is related to the Plans table using the PlanID field. The plan ID is a unique identifier for each plan in the Plans table. You can assign a plan to a selection of parcels by editing the PlanID field in the Parcels table.

Plans and Parcels tables

To assign a plan to a group of parcels, you need to know the plan ID of the plan. You can find the plan ID in the ObjectID field in the Plans table. The plan ID can then be entered or calculated in the PlanID field in the Parcels table.

To assign a plan to a group of parcels, complete the following steps:

    First you need to open or view the Plans table.
  1. In the Catalog window in ArcMap, open the Make Parcel Fabric Table View geoprocessing tool located under Toolboxes > System Toolboxes > Parcel Fabric Tools.tbx > Layers And Table Views.
  2. On the Make Parcel Fabric Table View dialog box, click the drop-down arrow under Target Parcel Fabric to select the target parcel fabric.
  3. Select the Plans table under Select Parcel Fabric Table.
  4. Type a table view name for the plans table under Output Table View.
  5. Click OK to create the table view.
  6. Once the table view is created, it's listed in the Table Of Contents window in ArcMap.
  7. Right-click the plans table view and click Open to open the attribute table.
  8. The plan ID is the value corresponding to the object ID in the Plans table.
  9. Click Parcel Editor > Start Editing to start an edit session.
  10. Using the Select Parcel Features tool Select Parcel Features, select the parcels to which you want to assign a plan.
  11. Right-click the Parcels sublayer in the Table Of Contents window and click Open Attribute Table.
  12. Click the Show Selected Records button Show Selected Records located at the bottom of the table.
  13. Under the PlanID field, type the plan ID or use the Field Calculator to automatically populate the plan ID value that you want to assign to the selected parcels.
  14. Save the edit session.
  15. Note:

    Parcel fabrics created prior to ArcGIS 10.5.1 must be upgraded for the planID field in the Parcels attribute table to be editable.

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