# Overview

<table data-card-size="large" data-column-title-hidden data-view="cards"><thead><tr><th>Content</th><th data-type="content-ref"></th><th data-type="content-ref"></th><th data-type="content-ref"></th><th data-type="content-ref"></th><th data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-type="content-ref"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Start in this order:</strong></td><td></td><td><a href="/pages/a8d17dw1wj8NqFWeiDln">/pages/a8d17dw1wj8NqFWeiDln</a></td><td><a href="/pages/y8AZTj7IWAkVdbUHzwf6">/pages/y8AZTj7IWAkVdbUHzwf6</a></td><td><a href="/pages/jxwKp3stUsg568rxVs4a">/pages/jxwKp3stUsg568rxVs4a</a></td><td></td><td><a href="/files/eQtbIcAATiYWV9bryEqZ">/files/eQtbIcAATiYWV9bryEqZ</a></td><td><a href="https://app.finch3d.com/auth?modal=true&#x26;state=signup">https://app.finch3d.com/auth?modal=true&#x26;state=signup</a></td><td></td></tr><tr><td><p><strong>Covers the following:</strong></p><ul class="contains-task-list"><li><input type="checkbox" checked>Create &#x26; Export a Finch Project</li><li><input type="checkbox" checked>Connecting with Revit, Rhino &#x26; Forma</li><li><input type="checkbox" checked>Generating Unit Mix &#x26; Floor Plans</li></ul><p><sub>…And much more!</sub></p></td><td></td><td></td><td></td><td></td><td></td><td><a href="/files/xdZJLVLheYqMyDXpvHJU">/files/xdZJLVLheYqMyDXpvHJU</a></td><td></td><td><a href="/pages/jxwKp3stUsg568rxVs4a">/pages/jxwKp3stUsg568rxVs4a</a></td></tr><tr><td><strong>Latest news:</strong></td><td><a href="/pages/pVtFqMrSHE5DWO9UtjQL">/pages/pVtFqMrSHE5DWO9UtjQL</a></td><td><a href="/pages/bI3pyagO9GJs3pt4fcej">/pages/bI3pyagO9GJs3pt4fcej</a></td><td><a href="/pages/gRLbdzIUGv0pFYWM0Cgb">/pages/gRLbdzIUGv0pFYWM0Cgb</a></td><td><a href="/pages/52ifkRlJZfxWsZGdfwFm">/pages/52ifkRlJZfxWsZGdfwFm</a></td><td><a href="/pages/1JO6xcjvFtu4DURexmxU">/pages/1JO6xcjvFtu4DURexmxU</a></td><td><a href="/files/R1HnEpLeclhjG92HMDXO">/files/R1HnEpLeclhjG92HMDXO</a></td><td><a href="/pages/bI3pyagO9GJs3pt4fcej">/pages/bI3pyagO9GJs3pt4fcej</a></td><td><a href="/pages/F2olfJ21UcK42KD36ZJJ">/pages/F2olfJ21UcK42KD36ZJJ</a></td></tr><tr><td><strong>Learn more about:</strong></td><td></td><td></td><td><a href="/pages/qeTpeFUsnbjXFH0XnAIT">/pages/qeTpeFUsnbjXFH0XnAIT</a></td><td><a href="/pages/fM0hdAk9fIGn31Z3bmRo">/pages/fM0hdAk9fIGn31Z3bmRo</a></td><td><a href="/pages/qeTpeFUsnbjXFH0XnAIT">/pages/qeTpeFUsnbjXFH0XnAIT</a></td><td><a href="/files/oytzR5ZayAoz95qdc7Bf">/files/oytzR5ZayAoz95qdc7Bf</a></td><td><a href="/pages/ntJTn0IbRmXdqwvgC8Ra">/pages/ntJTn0IbRmXdqwvgC8Ra</a></td><td><a href="/pages/hXhE91z8wzMBrpQ39eee">/pages/hXhE91z8wzMBrpQ39eee</a></td></tr></tbody></table>

***

#### Go Beyond the Basics

Dive into our technical documentation for advanced guides on unit mixing, floor plan generation, and seamless BIM integration.

<a href="/pages/b9U0XI9oq2FSQUdl5sOt" class="button primary" data-icon="book">Documentation</a>


# Welcome to Finch

<table data-card-size="large" data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th>Content</th><th>Steps</th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><h4></h4></td><td></td><td></td><td><div data-gb-custom-block data-tag="stepper"><div data-gb-custom-block data-tag="step"><p><a href="https://app.finch3d.com/auth?modal=true&#x26;state=signup" class="button secondary" data-icon="user-plus">Create Account</a></p></div><div data-gb-custom-block data-tag="step"><p><a href="/pages/y8AZTj7IWAkVdbUHzwf6" class="button secondary" data-icon="plug-circle-plus">Download Plug-ins</a></p></div><div data-gb-custom-block data-tag="step"><p><a href="/pages/jxwKp3stUsg568rxVs4a" class="button primary" data-icon="presentation-screen">Finch 101</a></p></div></div></td><td></td><td><a href="/files/eQtbIcAATiYWV9bryEqZ">/files/eQtbIcAATiYWV9bryEqZ</a></td></tr><tr><td><h3><strong>Get Started</strong></h3></td><td><sup><mark style="color:$info;">Learn the core fundamentals you need to navigate Finch with confidence.</mark></sup></td><td><p><strong>Covers the following:</strong></p><ul class="contains-task-list"><li><input type="checkbox" checked>Create &#x26; Export a Finch Project</li><li><input type="checkbox" checked>Connecting with Revit, Rhino &#x26; Forma</li><li><input type="checkbox" checked>Generating Unit Mix &#x26; Floor Plans</li></ul><p><sub>…And much more!</sub></p></td><td></td><td><a href="/pages/jxwKp3stUsg568rxVs4a">/pages/jxwKp3stUsg568rxVs4a</a></td><td><a href="/files/wQHVNdP64m5MePS3jiqu">/files/wQHVNdP64m5MePS3jiqu</a></td></tr></tbody></table>

***

#### Go Beyond the Basics

Dive into our technical documentation for advanced guides on unit mixing, floor plan generation, and seamless BIM integration.

<a href="/pages/b9U0XI9oq2FSQUdl5sOt" class="button primary" data-icon="book">Documentation</a>


# News

Don't miss any new features in Finch.


# Balconies

Finch now supports balconies! Draw them as lines in a project or upload them from grasshopper.

<figure><img src="/files/P01RMoSPOU7RGRtCQI79" alt=""><figcaption></figcaption></figure>


# 3D Editor

In this tutorial we show how the 3D editor inside Finch works.

{% embed url="<https://youtu.be/Mu_HKGTnQt8>" %}


# 3D Editor with imported building

In this short tutorial we show how to make use of the 3D editor on an imported building.

{% embed url="<https://youtu.be/8wgpoj93Aeg>" %}


# PDF Export

This tutorial shows how to export pdf drawings from Finch.

{% embed url="<https://youtu.be/Sd4ldlcG9lU>" %}


# AI Agent Archie

Try our AI agent archie!

<figure><img src="/files/nWkvY0CNbucakMVU9hRx" alt=""><figcaption></figcaption></figure>

## What can he do?

Ask Archie what he can do and he will answer:

**Analyze & Query Design Data**

* **Retrieve building statistics:** Get gross floor area (GFA), net internal area (NIA), unit/story counts, and area breakdowns.
* **Find and count elements:** Search for units, spaces (rooms), doors, or walls matching specific criteria (e.g., area, room types, adjacency, or door styles) using the project resource graph.
* **Inspect layouts:** Get details about spaces, adjacent rooms, doors, windows, and wall segments within any unit.
* **Export data:** Generate and export structured tables (like door schedules or unit mixes) as downloadable CSV or Excel (XLSX) files.

**Modify Floor Plans & Layouts**

* **Manage space types & programs:** Create, update, or reassign room types (e.g., bedrooms, bathrooms) and unit programs across the project.
* **Copy and paste layouts:** Copy entire unit plan templates or story templates and apply them to other target units or stories.

**Edit Doors**

* **Edit doors in the current unit:** Resize, reposition, flip hinge sides, reverse swing directions, center, or remove existing doors directly.
* **Standardize doors in bulk:** Delegate large-scale door editing tasks (like standardizing widths or clearances across multiple floor plans) to a specialized door-editing sub-agent.
* **Add new doors:** Delegate the placement of new doors in any unit plan.

**Edit Windows & Facades**

* **Edit story-level windows:** Delegate edits for facade/story-level windows (resizing, repositioning, or retyping windows across one or more floors) to a specialized window-editing sub-agent.

**Modify Walls**

* **Clean up geometry:** Automatically snap wall vertices to a clean grid, align slightly off-angle walls to be perfectly perpendicular to bounds, or extend walls to cleanly meet unit boundaries.
* **Adjust wall properties:** Update wall thicknesses, change wall light admittance, or change wall widths while automatically preserving adjacent room areas.

**Navigation**

* **Switch views:** Move your viewport between the overall variant (site/massing), specific stories, or individual unit floor plans.


# Nano Banana integration

Integrate Nano Banana in your plan generation, available for Standard and Partner in the Enterprise tier

{% embed url="<https://youtu.be/F3GcYVhQwLg>" %}


# About

### Which programs work with Finch?

<table><thead><tr><th>Program</th><th data-type="checkbox">Finch Massing</th><th data-type="checkbox">Finch Generative Tools</th></tr></thead><tbody><tr><td>Multi-family Residential</td><td>true</td><td>true</td></tr><tr><td>All other programs</td><td>true</td><td>false</td></tr></tbody></table>

### Which building typologies work with the Finch massing tools and floor plate algorithm?

<figure><img src="/files/hYe0BfSBgWPhyHw83Hj5" alt=""><figcaption></figcaption></figure>

<table><thead><tr><th width="164">Typologies</th><th width="242">Massing tools<select><option value="YnxwxnBfUw0j" label="Ideal" color="blue"></option><option value="dA8Oc5YgMzA8" label="Not supported" color="blue"></option><option value="38j7sX64FxO7" label="Supported" color="blue"></option></select></th><th width="344">AI Floor Plate<select><option value="GTDlxJ3DifiR" label="Ideal" color="blue"></option><option value="kLWfE6RiAF38" label="Not supported" color="blue"></option><option value="1XbPKQB1hpQE" label="Supported" color="blue"></option><option value="EBmVOIPep03t" label="Supported with workaround" color="blue"></option></select></th></tr></thead><tbody><tr><td>Rectilinear</td><td><span data-option="YnxwxnBfUw0j">Ideal</span></td><td><span data-option="GTDlxJ3DifiR">Ideal</span></td></tr><tr><td>Voids</td><td><span data-option="YnxwxnBfUw0j">Ideal</span></td><td><span data-option="GTDlxJ3DifiR">Ideal</span></td></tr><tr><td>Courtyards</td><td><span data-option="YnxwxnBfUw0j">Ideal</span></td><td><span data-option="EBmVOIPep03t">Supported with workaround</span></td></tr><tr><td>Angled</td><td><span data-option="YnxwxnBfUw0j">Ideal</span></td><td><span data-option="1XbPKQB1hpQE">Supported</span></td></tr><tr><td>H &#x26; T shapes</td><td><span data-option="YnxwxnBfUw0j">Ideal</span></td><td><span data-option="EBmVOIPep03t">Supported with workaround</span></td></tr><tr><td>Curved</td><td><span data-option="YnxwxnBfUw0j">Ideal</span></td><td><span data-option="kLWfE6RiAF38">Not supported</span></td></tr><tr><td>Angled roofs</td><td><span data-option="dA8Oc5YgMzA8">Not supported</span></td><td><span data-option="kLWfE6RiAF38">Not supported</span></td></tr></tbody></table>

### Enterprise Partners

<figure><img src="/files/GnZvxJLQ67rZPYKiP0T0" alt=""><figcaption></figcaption></figure>


# FAQ

Experiencing issues? Reach out to amelia.henry\@finch3d.com or via the chat in the web app.

<details>

<summary>Where is the AI Unit Plan generation?</summary>

AI Unit plan generation is currently only available for our strategic AI customers.

</details>

<details>

<summary>Which design softwares are compatible with Finch?</summary>

Rhino 8, 7.24+, 6SR35+, Grasshopper, Revit 27/26/25/24/23 (Revit BIM download, Revit massing upload), and Forma.

Archicad support through [Grasshopper](broken://pages/UcFPBgo6W2ZFkr5v1UXx).

MicroStation, and Sketchup are not yet supported.

</details>

<details>

<summary>Can I export from Finch to Rhino?</summary>

Yes, check out our [Export](/docs/projects-and-variants/export) page for more information.

</details>

<details>

<summary>Can I upload from Revit to Finch?</summary>

Yes, you can upload Revit [**conceptual massing**](/docs/first-steps/revit/all-about-revit#geometry-types).

</details>

<details>

<summary>How do the Finch layers work?</summary>

Check out our [All about Rhino](/docs/first-steps/rhino/all-about-rhino#finch-layers) page for more information.

</details>

<details>

<summary>When will new features be released?</summary>

Check out our [New Features](broken://pages/JS3ux20Og0ltAyUs8XLV) page for new features and [Roadmap](broken://pages/ipehQ0jlArwXZ73jW7U4) page to see what's coming soon.

</details>

<details>

<summary>Which geometries can be uploaded to Finch?</summary>

Check out our [All about Rhino](/docs/first-steps/rhino/all-about-rhino#finch-layers), [All about Revit](/docs/first-steps/revit/all-about-revit#geometry-types) or [Forma](/docs/first-steps/forma) page for more information.

</details>

<details>

<summary>Can I use Rhino blocks?</summary>

Yes, blocks can be uploaded in the custom geometry layer.

</details>

<details>

<summary>Which building typologies and forms function with Finch?</summary>

Check out our [About](/readme/about) page for a table of Finch compatible forms.

</details>

<figure><img src="/files/B3vTzVzQH0hnAL20B4ly" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/1uXyfEFgDHv8Bn8gdXQz" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Questions? Get in touch with us via the Finch Chat.**
{% endhint %}

***


# Courses


# Finch 101

Learn all the fundamentals you need to get started in Finch!

Table of contents

<table><thead><tr><th width="407.5">Video</th><th width="136.75">Duration</th></tr></thead><tbody><tr><td><a href="/pages/6y2klnVUFiYIsxQHwHro">Starting a project in Finch</a></td><td>3 mins</td></tr><tr><td><a href="/pages/i6RQyAronqP88oUMKpdX">Finch Interface</a></td><td>2 mins</td></tr><tr><td><a href="/pages/IBfaT7n7rm760htucaF0">Upload context and mass from Rhino</a></td><td>2 mins</td></tr><tr><td><a href="/pages/700eln8VV9fHOrfj9yxQ">Upload Mass from Revit</a></td><td>3 mins</td></tr><tr><td><a href="/pages/Wrfg7Qi30SWUOdMWgJKg">Upload walls from Revit</a></td><td>4 mins</td></tr><tr><td><a href="/pages/e7CUA9oRgQ4D2f72crzU">Upload from Forma</a></td><td>3 mins</td></tr><tr><td><a href="/pages/v2hsAraBPmYj2EoER99x">Massing Studio</a></td><td>5 mins</td></tr><tr><td><a href="/pages/BYucevuQYc5FjdEAJhGd">Generate Floor Plate Algorithms</a></td><td>2 mins</td></tr><tr><td><a href="/pages/itSdI8f96gvjZXjMWQ8Z">Generate Corridor</a></td><td>7 mins</td></tr><tr><td><a href="/pages/MrEKlnKCm06BhfP2OO0b">Generate Unit Mix</a></td><td>6 mins</td></tr><tr><td><a href="/pages/MSZBPEKOFRyF28dE58NB">Generate Unit Plans</a></td><td>6 mins</td></tr><tr><td><a href="/pages/KEldm73jv13mQXtOSI4a">Generate Floor Plans in Revit</a></td><td>3 mins</td></tr><tr><td><a href="/pages/wad08o3HceWPTCrpjJPu">Generate Floor Plans in Archicad</a></td><td>3 mins</td></tr><tr><td><a href="/pages/FhZrmpZh4DvOX7fTSKQy">Download to Revit</a></td><td>3 mins</td></tr><tr><td><a href="/pages/QH8l7IyKs9wFIb3VUeLZ">Download to Archicad</a></td><td>2 mins</td></tr><tr><td><a href="/pages/9g2SShxVUUO60HvZqsyB">Download to Rhino</a></td><td>2 mins</td></tr></tbody></table>


# Finch 101: Starting a project in Finch

In this tutorial, you'll learn how to create a new project in Finch, customize your project details, and understand how variants and variant bundles work.

{% embed url="<https://www.youtube.com/watch?v=RkOkdr1jNvc&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9>" %}

### 1. Explore the Sample Project

When you first log into Finch, you'll see a <mark style="background-color:$info;">**`Finch Sample Project`**</mark> already created for you.

Open this project to get familiar with:

* **Project location**
* **Variants** (versions of your design)
* **Variant bundles** (groupings of variants)

***Tip**: Spend a few minutes exploring the sample project to understand how Finch displays design data.*

***

### 2. Create a New Project

**Click the `Finch Icon` → `Create New`**

* Click the **Finch logo** at the top left to return to your **Projects list**.
* Click **Create New** and give your project a name (e.g., *Boston*).
* Click **OK**.

Finch will now open your new project, starting inside a default variant.

***

### 3. Visit the Project Overview

Click the **`project name`** (e.g., *Boston*) in the top left to return to the **project overview**.

Here you can:

* **Set your project location**
* **Rename the project**
* **Invite team members** (for Enterprise users)
* **Switch measurement units** between **metric** and **imperial**

***

### 4. Work with Variants

Variants allow you to **test multiple building volumes** within the same project.

You can:

* Upload different conceptual masses
* **Duplicate a variant** to test different interior layouts with the same volume

**Example**: *Keep the building volume but test two different floorplate strategies by duplicating the variant.*

***

### 5. Use Variant Bundles

If you’re working on a **master plan** or multiple buildings, group your variants into a **variant bundle**. This helps with:

* **Visualizing multiple volumes**
* **Viewing key metrics across multiple buildings**
* **Collaborating in parallel** with multiple team members

***

### 6. Ready to Upload a Volume

Once your project is set up, click into **Variant 1** to begin working.

In the next tutorial, we’ll walk through how to **upload your first mass** into Finch.


# Finch 101: Finch Interface

In this short tutorial, we’ll walk through the main features of the Finch interface—how to navigate your project, view data, interact with models, and access essential tools.

{% embed url="<https://www.youtube.com/watch?index=2&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=_peebSBPbag>" %}

### 1. Key Figures Panel

**Left-hand Panel → Key Figures**

* Click to open a **ring chart view** of your project’s program breakdown:
  * **Residential**
  * **Retail**
  * **Circulation**
* View aggregated values like:
  * **Gross Floor Area (GFA)**
  * **Net Internal Area (NIA)**
  * **Usable Area**

> Hover over any coloured segment in the key figure ring to get a quick metric readout by program.

***

### 2. View Controls (Top Center)

**Top-center Toolbar**

* **Wireframe Toggle** – Show or hide building outlines

***

### 3. Data Drawers

**Right-hand Panel → Data Drawers**

Finch organizes your project info into expandable drawers:

* **Programs** – View or edit usage across spaces
* **Space Types** – Manage types of rooms or functions
* **Residential Unit Mix** – See the number and distribution of units by size
* **Story Heights & Outer Walls** – Control the height and skin of each story

> Use the data drawers to stay on top of project logic and ensure compliance.

***

### 4. Exporting Views

**Top-right corner → Arrow Icon**

* Use this to export **screenshots** or **layout previews**
* Ideal for sharing visuals with clients or team members

***

### 5. Navigating & Editing in Studios

#### Massing Studio

* **Single Click**: Opens context menu
  * Change **program**, **story height**, or **copy story**
* **Double Click**: Enters the **floor plate editor**

#### Floor Plate Studio

* **Single Click (on unit)**:
  * Change program
  * Mirror a unit
* **Single Click (on wall)**:
  * Move a wall
* **Double Click (on unit)**:
  * Enter **Plan Editor** for that unit

***

### 6. Plan Editor Tools

**Top Toolbar inside Plan Editor**

Tools available:

* **Draw Walls**
* **Add Separators**
* **Measure**
* **Place Doors**
* **Add Objects**

> These tools give you full control to customize layouts within a unit plan.

***

### Summary

| Feature Area      | What You Can Do                                 |
| ----------------- | ----------------------------------------------- |
| Key Figures       | View program area breakdowns and ratios         |
| View Controls     | Manage visibility (wireframe)                   |
| Data Drawers      | Explore and edit key parameters of your design  |
| Interaction Logic | Single click to select, double click to dive in |
| Drawing Tools     | Modify unit plans with dedicated editor tools   |
| Export Options    | Capture images of your current view             |

***


# Finch 101: Upload from Rhino

In this tutorial, you'll learn how to use the Finch Rhino plugin to upload your building mass and context into Finch, including how to assign geometry to Finch layers and sync your project.

{% embed url="<https://www.youtube.com/watch?index=2&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=ji1VuPn2gRE>" %}

### 1. Launch the `Finch Plugin` in Rhino

**Type `Finch` in the Rhino Command Line**

Open your Rhino model and type `Finch` into the command line to launch the **Finch plugin** panel.

**Tip**: *Ensure **Auto Receive Changes** is enabled in the **Advanced** section. This allows real-time syncing between Rhino and Finch.*

***

### 2. Select Your Project and Variant

**Go to the `Project Tab`**

* Find the **project** you want to work in.
* Choose the **variant** you want to upload to.

**Click `"Load Variant`"**

This will bring in a predefined set of **Finch layers** into your Rhino model.

***

### 3. Understand Finch Layers in Rhino

**Use Finch Layers to Assign Geometry**

The Finch plugin uses Rhino layers to organize and interpret geometry. You'll see layers such as:

* `Building Mass`
* `Centerline`
* `Custom Geometry`

Move your Rhino geometry onto the correct Finch layers:

* **Building Mass** → Main building volume
* **Custom geometry** (buildings, trees, terrain) → Drag these layers into the `Custom Geometry` section of the Finch plugin

***

### 4. Set Colors for Geometry (Optional)

**Check Layer Colors**

Finch will import layer **colors** from Rhino as part of your geometry. Double-check that your **custom geometry layers** have the colors you want reflected in Finch.

***

### 5. Sync Your Project

**Click "`Sync`" in the Finch Plugin**

Once all geometry is on the correct layers and colors are set, click **Sync**.

* Finch will import your **building mass and context**
* Rhino will also **receive geometry back from Finch**, such as calculated levels

You should now see your building split into **stories**, with **GFA** and **height metrics** automatically calculated.

***

### 6. Next Steps in Finch

Once your geometry is in Finch:

* Assign **program types** to different layers
* Begin designing your **floor plates** using Finch’s planning tools


# Finch 101: Upload Mass from Revit

In this tutorial, you'll learn how to upload a conceptual mass from Revit into Finch using the Finch plugin. Follow the steps below to prepare your mass and upload it to your Finch project.

{% embed url="<https://youtu.be/tXwbv3aGFrc>" %}

### 1. Launch the Finch Plugin in Revit

**Go to Add-Ins → `Finch Plugin`**

Make sure you’ve installed the Finch Revit plugin. Open your project in Revit and launch the Finch plugin from the **Add-Ins** tab.

***

### 2. Create your conceptual mass in Revit

1. Open Revit and navigate to the **Massing & Site** tab.
2. Select **In-Place Mass** under *Conceptual Mass*.
3. Draw your **conceptual massing volumes**.
   * ⚠️ **Important:** All your building volumes must be contained within **one conceptual mass family**.
   * This ensures Finch recognizes your geometry as a *single building*, not multiple.

***

### 3. Master Planning with Multiple Masses

If your project includes multiple buildings (e.g., a master plan), model them as separate conceptual masses. Finch will allow you to **toggle and choose** which masses to upload during the process.

***

### 4. Add Grids for Better Floorplate Control

Use the `Architecture` tab to draw **grid lines** in your plan view. Finch can interpret these grids when laying out internal walls and organizing floorplates.

***

### 5. Assign levels and mass floors

1. To define story heights, use the **Mass Floors** tool:
   * Select your conceptual mass.
   * Click **Mass Floors** from the top ribbon.
   * Choose the levels you want to assign.
2. You can also skip this step — Finch will automatically generate story heights if levels are not defined.

***

### 6. Upload to Finch

**Navigate to the `Finch Plugin Panel`**

* Select the **project** you want to work with.
* Choose the **`variant`** where you want the mass to be uploaded.
* Make sure **"`Massing`"** is highlighted.

Click **Upload Massing**.

**Choose Massing to Upload**

If you have multiple mass families, a window will appear allowing you to **toggle** through each one.

* To upload them as a single mass, check **"`Group All`"**.
* For individual uploads, select the relevant mass.

In this case, we’re uploading one building, so we’ll just select **Upload Building Mass**.

***

### 7. Confirm Upload in Finch

**Open Finch in Your Browser**

After uploading, your **conceptual mass** will appear in Finch. You’ll see your building with **key metrics** calculated automatically.

You're now ready to start working on the **interior layouts** using Finch’s design tools.


# Finch 101: Upload walls from Revit

In this tutorial, you’ll learn how to upload **walls** from Revit into Finch.

This workflow is ideal if you’re:

* Working with an **existing building** that already has cores and circulation defined
* At a stage in your project where **walls, elevators, and stairwells** are already modeled in Revit
* Looking to use Finch’s **generative tools** around existing geometry

{% embed url="<https://www.youtube.com/watch?v=LX72_ulRhAc>" %}

## 1. Make sure your conceptual mass is uploaded

Before uploading walls, you’ll need to have uploaded your **conceptual mass** from Revit to Finch.

> 🔗 See the previous tutorial: [*Upload Conceptual Mass, Grids, and Levels from Revit to Finch*](/courses/finch-101/finch-101-upload-mass-from-revit)

***

## 2. Prepare your walls in Revit

1. Open your Revit model and navigate to the level where you’ve drawn your walls — for example, **Level 0**.
2. Select the interior walls you want to upload.
   * These can include **corridors, lift cores, and stairwells**.

***

## 3. Upload story walls to Finch

1. Open the **Finch plugin** in Revit.
2. Choose **Story Walls** instead of *Massing*.
3. Follow the on-screen instructions:
   * Confirm that you’ve selected the correct walls.
   * Click **Upload Story Walls**.

***

## 4. Review your upload details

A confirmation window will appear showing:

* The **number of walls** being uploaded
* Any **height discrepancies** between Revit and Finch

> 💡 Because your conceptual mass was already uploaded with **mass floors**, Finch will automatically match your **story heights and levels** from Revit.

Click **Upload Story Walls** to finalize the upload.

***

## 5. Verify your walls in Finch

1. Jump into Finch and open the variant you uploaded to.
2. Wait for the sync to complete.
3. You’ll see your **walls** correctly positioned inside your Finch model.

Now you can:

* Assign **programs** and **circulation spaces**
* Define **space types** like elevators and stairwells
* Start **generating unit mixes** around your existing walls


# Finch 101: Upload from Forma

In this tutorial, you’ll learn how to upload your building and context from Autodesk Forma into Finch using the Finch Extension—no software installation required.

###

{% embed url="<https://www.youtube.com/watch?index=5&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=tSJUZQ_mRss>" %}

## Upload Buildings from Autodesk Forma to Finch

You can upload buildings and context directly from Autodesk Forma into Finch using the Finch extension. Finch supports buildings modeled with **Line Building**, **Basic Building**, and **3D Sketch Building** tools.

***

#### 1. Model your buildings in Forma

* Open **Forma** and select the **Building icon**.
* Choose one of the following tools:
  * **Line Building** → make sure to **untick “Sections”** in the Line Building tab, otherwise Finch will treat each section as a separate building.
  * **Basic Building** → draw a footprint and extrude with push/pull.
  * **3D Sketch Building** → for more complex geometries.

You can mix building types in the same project.

***

#### 2. Add the Finch extension in Forma

* Navigate to the **Extensions** icon on the left.
* Click **Add Extension** and search for **Finch**.
* Agree to the terms and add it to Forma.
* The Finch extension will now appear in the sidebar.
* The first time you open it, you will be asked to **log in**.

***

#### 3. Prepare a project in Finch

* In Finch, create a new project (e.g., “Forma to Finch Project”).
* Create a new **variant** for your upload (e.g., “Building A” or “Variant 1”).

***

#### 4. Upload all data at once

* In Forma, open the Finch extension and select your project.
* Choose a variant (e.g., “Variant 1”).
* Review the geometry to be exported (buildings, context, vegetation, terrain).
* Click **Export to Finch**.
* In Finch, open the variant and confirm all buildings and context have been uploaded.
* Switch to **Wireframe mode** for clearer visibility of the imported buildings.

***

#### 5. Upload a single building (manual selection)

* In Forma, open the Finch extension.
* Expand **Manual Geometry Selection**.
* At first, nothing will be selected (the geometry preview disappears).
* Click the **top plane of a building** to select it.
  * Tip: selecting walls or sides will not work — always click the top surface.
* The selected building mass will appear in the geometry list.
* Optionally, also include **Context** in the export.
* Click **Export to Finch**.

***

#### 6. Review your building in Finch

* In Finch, open the variant you exported (e.g., “Building A”).
* The building mass is now available in your project.
* Assign programs (e.g., Residential, Retail, Office).
* Continue working with floor plates, unit mixes, and design iterations.

***

That’s it! You’ve successfully uploaded your buildings and context from Forma into Finch.

💡 Tip: If you’re working on a **masterplanning project**, check out our[ *Site to BIM with Forma, Finch, and Revit* Academy ](/courses/workflows/site-to-bim-forma-finch-and-revit)course to learn how to upload multiple buildings and context as separate variants, then bundle them together.


# Finch 101: Massing Studio

In this tutorial, you’ll learn how to use the Massing Studio in Finch to assign programs, customize calculations, and fine-tune floor heights and wall widths based on your imported massing.

{% embed url="<https://www.youtube.com/watch?v=1Hu3p9U8zhI>" %}

### 1. Open Your Project in Finch

Start by opening your **Finch project**. In this example, we’re using a **mixed-use tower** imported from Forma.

You should see:

* Your **building mass**
* Any **context** (e.g., buildings, trees, terrain)

On the right, you’ll see a breakdown of **data drawers** used to manage and analyze your mass.

***

### 2. Assign Programs to Floors

* Select individual or multiple **stories**
* Choose from default programs like:
  * **Retail**
  * **Office**
  * **Residential**
  * **Circulation**

**View Program Distribution**

As you assign programs:

* A **ring chart** updates to show usage breakdown
* Assigned areas are color-coded
* You can view program percentages and GFA allocation in real-time

***

### 3. Adjust Your Massing in External Software

If you’re not meeting target GFA or program ratios, you can:

* Modify your massing in the modeling software (e.g., Forma/ Revit/ Rhino)
* Re-upload the revised model to Finch

This gives you full control while maintaining a flexible early-stage workflow.

***

### 4. View and Edit Custom Metrics

Finch allows you to add **custom calculations** per program. For example:

* Add a **budget estimate**:
  * Set $1,500 per GFA
  * Select "Budget" to see cost totals

You can repeat this for each program (e.g., **Retail**, **Office**), and even extend it down to **space types** in your floor plates.

**Example**: *Add a specific kitchen cost in an apartment unit for more detailed estimates.*

***

### 5. Modify Story Heights

By default, all floors have the same height. To adjust:

* Select a specific program (e.g., Penthouse, Retail)
* Enter a new height (e.g., 6000mm for retail)

**Note**: *The wireframe of your original mass remains unchanged, as it reflects your **external model**. Finch adjusts internal divisions only.*

***

### 6. Adjust Outer Wall Width

**Open the "Outer Wall Width" Drawer**

* Default outer wall width is **350mm**
* To change it, simply update the value (e.g., **450mm**)

This creates a visual buffer between your wireframe (external shell) and interior walls in Finch.

**Reminder**: *Your original model represents the **exterior volume**. Finch works **internally**, offsetting with the wall thickness you define here.*

***

### You're Ready to Generate Floor Plates

With programs, story heights, and wall settings in place, you’re ready to move into the next phase!


# Finch 101: Generate Floor Plate Algorithms

In this tutorial, you'll learn how to generate floor plates in Finch using one of three algorithms.

{% embed url="<https://www.youtube.com/watch?v=mXtxEgnXpyQ>" %}

### 1. Three Floor Plate Generation Options

Finch provides three methods for generating floor plates:

| Algorithm                                | Best For                 | Description                                     |
| ---------------------------------------- | ------------------------ | ----------------------------------------------- |
| **Generate Around Existing Circulation** | Retrofits, conversions   | Use when circulation cores are predefined       |
| **Generate Cores**                       | Long buildings, L-shapes | Automatically finds and places multiple cores   |
| **Generate Corridors**                   | Blank slate              | Generates corridor and core layout from scratch |

Let’s take a closer look at each one.

***

### 2. Generate Around Existing Circulation

**Use Case**: Retrofitting or converting an existing building where the core is already known.

* You can **draw the core** in:
  * Revit or Rhino (before uploading), or
  * Directly inside Finch after massing is uploaded.
* Once the circulation is defined, Finch will:
  * Detect it
  * Generate a unit layout **around your predefined core**

**Tip**: *This method gives you precise control when working with known structural or regulatory constraints.*

***

### 3. Generate Cores

**Use Case**: Large or irregular buildings (e.g., L-shaped floor plates)

* Finch analyzes the floor plate and:
  * Splits it into **multiple vertical cores**
  * Orients cores to optimize circulation
  * Wraps units around each core

Ideal when you want Finch to decide how many cores are needed and where they should go.

**Example**: *A long building might require three cores, each serving a cluster of apartments.*

***

### 4. Generate Corridors and Core

**Use Case**: Blank slate / early-stage design

* Finch will:
  * Generate both **corridors** and **cores**
  * Use inputs like:
    * **Egress distances**
    * **Core dimensions (depth and width)**
    * **Preferred core orientation**

This method is best when you want to automate layout generation without predefined circulation.

**Pro Tip**: *Use this option to quickly test feasibility based on rough zoning envelopes and fire regulations.*

***

### What’s Next?

Once your floor plates are generated, you can:

* Refine unit layouts
* Adjust corridors or circulation manually
* Assign space types or programs
* Evaluate performance using Finch’s metrics

In the next tutorial, we’ll dive into how to edit and customize generated floor plans.


# Finch 101: Generate Corridor

In this tutorial, we’ll show you how to generate corridors and stairwells (cores) in the 2D Floor Plate Editor using Finch's custom algorithms.

{% embed url="<https://www.youtube.com/watch?v=_fyksqtuT0c>" %}

### 1. Open the Floor Plate Editor

Open the **Finch Sample Project**, variant `3 Custom Core`.

#### Steps:

1. Double-click on any floor.
2. The **2D floor plate editor** opens.
3. Use the **story slider** to scroll between floors.

***

### 2. Add a Centerline (for Corridor Placement)

Finch uses a **centerline** to determine where to place corridors. This can be:

* Drawn in Rhino/Revit (before uploading), or
* Drawn directly in Finch.

To **edit or draw centerlines**:

* Select the **Edit icon**
* Click twice on an endpoint to adjust the shape
* Use the **line tool** to draw a new one if needed

**Tip**: *Dragging the entire line (instead of just an endpoint) can misalign your corridor. Always click twice on the endpoint before adjusting.*

***

### 3. Generate Corridor and Cores

With the centerline in place:

* Click on the floor plate
* Select **“Generate Unit Mix and Corridors”**

This will trigger Finch’s corridor and core algorithm.

***

### 4. Adjust Generation Parameters

Use the **left-hand panel** to guide Finch’s generation logic:

#### Stairwells (Cores)

* Set **number of stairwells** (e.g., 2–4)
* Choose **placement behavior**:
  * Place stairwells in **corners**
  * Place stairwells on **ends**

#### Egress Distances

* **Single exit max**: e.g., 18 meters
* **Multiple exits max**: e.g., 30 meters

🟢 Green = compliant\
⚪️ Grey = compliant for multiple exits\
🔴 Red = non-compliant

Finch updates the layout **in real time** as you adjust these settings.

***

### 5. Define Core Dimensions

Set the following in the **Dimensions** section:

* **Core width**
* **Core depth** (includes corridor)

Example:

* Corridor width: 2m
* Core depth: 5m\
  → Set **core depth to 7m**

Use zoom to verify visual fit with your floor plate.

***

### 6. Adjust Stairwell Attractors

Stairwell attractors define which direction your stairwells face:

* Turn on/off at**tractor arrows**
* Set them to point **inward** (e.g., toward a courtyard) or **outward** (e.g., toward a façade)

***

### 7. Pause and Apply the Plan

Once satisfied:

1. Click **Pause Iteration**
2. Click **Apply Plan**

Finch will finalize the generated corridors and stairwells **without units**, giving you flexibility to run unit mixes next.

***

### 8. Programs vs. Space Types

After applying the plan, check your **data drawers**:

* **Programs**: High-level uses (e.g., Residential, Circulation)
* **Space Types**: Specific areas (e.g., Corridors, Stairs, Elevators)

**Important**:\
\&#xNAN;*If you model cores in Rhino or Revit, be sure to **assign space types** (like corridors) so Finch can recognize them during unit generation.*

***

### Summary

You've learned how to:

* Draw and edit centerlines
* Generate stairwells and corridors
* Customize corridor placement and compliance
* Apply your floor plan without units

In the next tutorial, we’ll show you how to **generate unit mixes around your custom corridor**.


# Finch 101: Generating Unit Mix

In this tutorial, we’ll use Finch to generate a unit mix around a corridor.

{% embed url="<https://www.youtube.com/watch?v=9Q_rzdNSmws>" %}

### 1. Start with a Predefined Floor

Open the **Finch Sample Project**, variant `3 Custom Core`.

#### Steps:

* Confirm you’ve already generated a corridor using Finch or imported one from Revit/Rhino.
* Open the **Programs drawer** to ensure the floor contains:
  * `Residential`
  * `Circulation`

***

### 2. Confirm Space Types

Finch needs to understand which areas are corridors to ensure proper unit access.

#### Steps:

1. Double-click on the corridor space
2. Click again to open the **space type settings**
3. Ensure the space is marked as `Corridor`

**mportant**: Without the correct space type, Finch won’t recognize this area as a circulation path.

***

### 3. Set Up Symmetry (Optional)

If your building is symmetrical (e.g., U-shaped), you can use this trick to generate mirrored unit layouts.

#### Steps:

* Use the **Draw Walls** tool
* Snap to midpoints on both sides
* Draw vertical lines to split the plan into symmetrical halves

Finch will recognize these mirrored spaces and apply symmetric logic during generation.

***

### 4. Select Areas for Unit Mix Generation

* Select the two exterior spaces flanking the corridor (e.g., outer arms of the U shape)
* Click **"Generate Unit Mix Around Existing Corridor"**

Finch will begin iterating, using your plan library to generate apartments adjacent to the corridor.

***

### 5. Customize Your Unit Mix

Use the left-hand panel to define your apartment strategy.

#### Unit Mix

* Set the desired distribution. For example:
  * 50% → 95 m² (3-bed)
  * 50% → 75 m² (2-bed)
  * Remove smaller units if not needed

Finch will re-iterate each time you change these percentages.

***

### 6. Adjust Priorities with Sliders

Sliders help balance your design intent:

* **Unit Mix**: Enforce target mix percentages
* **Size Metric**: Prioritize apartment area accuracy
* **Grid Lines**: Align units to structural or design grid
* **Daylight Access**: Maximize façade exposure
* **Squareness** and **Adjacencies**: Improve interior logic and flow

Use the info icons for on-the-fly tooltips.

***

### 7. Refine Constraints and Settings

#### Key Constraints

* **Minimum Unit Width** (e.g., 5 meters): Avoid long, narrow units in deep buildings

#### Core Alignment

* **Align Walls with Core**: Keep layout orthogonal
* Turn off for more organic/perimeter-following layouts

#### Wall Settings

* **Party Wall Width**: Adjust thickness (e.g., set to 300 mm)

***

### 8. Review Metrics

Below your plan view, Finch shows:

* **Match Score**: How close the result is to your target mix
* **Fit**: How well the floor area matches your mix (e.g., ±30 m²)
* **Unique Units**: Identifies duplicate units for efficient smart-copying

***

### 9. Apply and Fine-Tune

Once you’re satisfied:

* Click **Apply Plan**

You can now:

* Manually edit wall alignment using the **Align Tool**
* Clean up junctions or adjust geometry to match design preferences

***

### 10. Check Your Results

Go to the **Programs drawer**:

* See the total number of units generated
* View unit size breakdown and location

Example: “16 apartments total, with a 50/50 mix of 75 m² and 95 m² units.”

***

### Summary

You’ve learned how to:

* Validate circulation space types
* Use symmetrical logic for consistent layout
* Customize unit mix targets and dimensions
* Balance grid alignment, daylight, and spatial constraints
* Apply and refine your generated layout

➡️ In the next tutorial, we’ll cover how to adjust individual units and use smart copy-paste tools for faster plan development.


# 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.

{% embed url="<https://www.youtube.com/watch?index=10&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=2cSPxv__ybA>" %}

### 1. Review Your Floor Plate

Open your project and **double-click** into a unit-mixed floor plate (e.g., from the previous tutorial).

Confirm that Finch has already generated unit boundaries.

***

### 2. Set Graph Rules (Optional but Recommended)

Before assigning unit plans, set **graph rules** to ensure consistency across apartments.

#### Steps:

* Click the **Graph Rules** icon in the top toolbar
* Define baseline rules:
  * Minimum bedroom size
  * Bathroom size
  * Overall unit constraints

These rules guide layout consistency and regulatory alignment across all units.

***

### 3. Select a Unit to Begin

Click any unit to get started. For mirrored units (e.g., same shape and size), you only need to assign one—Finch can mirror and sync the rest.

Example: Select a `75.1 m²` unit.

***

### 4. Generate or Reuse Plans

You have two options based on your Finch subscription level:

#### Basic Users

* Click **Scan My Library**
* This searches for plans you’ve personally saved to your account

#### Enterprise Users

* Click **Generate Plan**
* OR just **double-click** the unit for a shortcut

Finch will automatically detect:

* **Facade walls** (for daylighting)
* **Entry points** (for circulation)

***

### 5. Review Plan Suggestions

Plans are displayed in two tiers:

* **Your Studio's Plan Library** (top results)
  * Includes accessibility settings, custom tags, regional data, and furniture
* **Finch-Generated Plans** (below)
  * Fast, regulation-aware layouts, but unfurnished

Use studio plans for speed\
Save Finch-generated plans to your studio dataset for future reuse

***

### 6. Use Filters to Refine Results

To avoid browsing 1000+ plans, apply filters:

* **Bedrooms** (e.g., 2)
* **Bathrooms** (e.g., 1)
* **Region** (e.g., UK for region-specific codes)

Finch will only show plans that match your filters and have a **score ≥ 75%**

You can lower this threshold, but results below 75% may require more manual adjustment.

***

### 7. Inspect Plan Fit Score

Each plan includes a **match score** (e.g., 96%).

Click the **Data Drawer** to explore:

* **Adaptivity**: How much each room had to stretch or compress
* **Daylight**: Whether daylight-required rooms meet facade requirements
* **Room-by-room scores**: Red = more deviation

Use this to understand how well a plan fits your unit shape.

***

### 8. Assign and Customize the Plan

Click **Assign to Unit** to place your chosen plan.

Once applied:

* The plan remains editable
* Use **drag tools** to modify walls, resize rooms, or reorient furniture
* Save changes with the **Save Plan** button or by double-clicking outside the unit

Example:

* Narrow a hallway
* Shift the dining room
* Tweak storage

***

### 9. Smart Copy & Mirrored Sync

If multiple units share the same dimensions:

#### Use `Control + C` to copy the plan

Then select a matching unit and `Control + V` to paste

Finch automatically mirrors layouts when orientation is reversed (e.g., corridor is on the opposite side) — and keeps them **linked**.

Any edit made to one will update the others.

***

### 10. Assign Across the Floor

To assign multiple identical units:

1. Open the **Unique Units** drawer
2. Select all units with matching geometry
3. Use `Control + V` to apply the layout

Finch will apply mirroring and linking automatically.

***

### Summary

You’ve learned how to:

* Apply graph rules for layout control
* Generate unit plans from your personal or studio dataset
* Filter and assign layouts based on bedrooms, bathrooms, and region
* Fine-tune unit interiors and use smart-mirroring for efficiency


# Finch 101: Generating Floor Plans in Revit

In this tutorial, we demonstrate how to generate fully furnished and tagged unit plans directly inside Revit using Finch. This eliminates the need for redrawing or remodeling—everything is imported.

{% embed url="<https://www.youtube.com/watch?index=11&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=UDqXdeaNCIA>" %}

### 1. Start with a Finch-Linked Revit Model

Before generating plans:

* Open a **Revit model** that contains:
  * A corridor
  * Unit boundaries
  * Cores
* These elements can be downloaded directly from **Finch or modelled in native Revit families.**

***

### 2. Launch the Finch Plugin

From your Revit toolbar:

* Open the **Finch plugin**
* Click **Generate** to begin the planning process

***

### 3. Define the Target Unit

The plugin will prompt you in the bottom-left corner of Revit:

> 🖱️ “Pick a point inside the room you want to generate a plan”

* Click anywhere **inside a unit** to select it
* Then you'll be prompted to:

> 🚪 “Pick one or more walls where you would want the entrance door”

* Click the wall(s) where entrances should be placed
* Click **Finish** when done

***

### 4. Browse Plan Options

Once you’ve selected the unit and entry points:

* A **plan selection window** will open

Based on your subscription, different libraries will appear:

#### Enterprise Users

* First: Your **organization’s plans** (studio data set)
* Below: **Finch AI-generated plans**

#### Basic Users

* Only your **personal plan library** will appear

All options shown will auto-adjust to your unit shape and entry point.

***

### 5. Filter & Choose Your Layout

Just like in the Finch browser:

* Use filters:
  * **Bedrooms**
  * **Bathrooms**
* Each plan displays a **score percentage** (e.g., 97%)
  * The score reflects how well the layout fits your unit

Select a layout with a high score\
Optionally, preview several before finalizing

***

### 6. Finalize and Import the Plan

Once you’re satisfied:

* Click **Done** to import the plan directly into your Revit model

What’s imported:

* Wall families
* Door families
* Room separators
* Room tags (you can customize tag styles and area settings)

All elements are editable and compatible with standard Revit workflows—no redrawing required.

***

### 7. Visualize in 3D

Jump to a **3D view** in Revit to inspect the imported plan:

* Confirm geometry
* Check openings and furniture layout
* Validate that **room tags and separators** are correct

Everything is grouped neatly for easy selection and future edits.

***

### Summary

You’ve learned how to:

* Use the Finch plugin inside Revit to generate unit plans
* Choose entrance walls and generate intelligent layouts
* Filter and evaluate plans using score metrics
* Import ready-to-edit layouts with full Revit families and room tags


# Finch 101: Generating Floor Plans in Archicad

In this tutorial, we demonstrate how to generate unit plans directly inside Archicad using Finch.

{% embed url="<https://youtu.be/RpXTZAJv-gA>" %}

### Step 1: Open Your Archicad Model

1. Open your Archicad project.
2. Set up your building layout, including:
   * Unit mix
   * Unit shapes
   * Corridors and circulation spaces

***

### Step 2: Launch the Finch Plugin - [Download here](/docs/download-plug-ins)

1. In Archicad, open the **Finch** menu.
2. Click **Launch Finch**.
3. Dock the Finch plugin panel as needed.

***

### Step 3: Set Exterior Wall Properties

1. Select the exterior walls in your model.
2. Open **Wall Properties**.
3. Navigate to **ID and Categories**.
4. Set the wall **Position** to **Exterior**.

> This ensures Finch recognizes facade walls and correctly calculates daylight.

***

### Step 4: Start Plan Generation

1. In the Finch plugin, click **Generate Plan**.
2. Click anywhere **inside a unit boundary** to define the unit shape.

***

### Step 5: Review the Generated Unit Shape

1. Confirm the detected unit shape is correct.
2. Verify that daylight is being detected along exterior walls.
3. Adjust the entrance locations as needed.

***

### Step 6: Generate Plan Options

1. Click **Generate Plan**.
2. Wait for plan options to appear.

***

### Step 7: Review Available Plan Libraries

1. Review the plan results:
   * **Basic users** see plans from their personal plan library.
   * **Enterprise users** see shared organization plans and Finch-generated plans.

***

### Step 8: Filter Plan Results

1. Apply filters to narrow results, for example:
   * Two bedrooms
   * Two bathrooms
   * Region-specific plans (e.g. United States)
2. Review the filtered plan options.

***

### Step 9: Assign a Plan to the Zone

1. Select the plan you want to use.
2. Click **Assign to Zone**.

***

### Step 10: Review Generated Geometry in 2D

1. Confirm that:
   * Walls and doors are generated.
   * Space types are assigned as zones.

***

### Step 11: Review Generated Geometry in 3D

1. Switch to a **3D view**.
2. Review the generated geometry.
3. Continue refining and detailing the model as needed.


# Finch 101: Download to Revit

In this tutorial, we’ll show how to take your completed Finch project—with units, layouts, and data—and bring it into Revit so you can begin documentation or preparation for the next project phase.

{% embed url="<https://www.youtube.com/watch?index=12&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=Mz1XRxaKCD0>" %}

### 1. Prepare Your Project in Finch

Make sure your design is finalized:

* All apartments are assigned
* Layouts are correct
* You've completed any final edits in Finch’s floorplate and plan editor

> You don’t need to do anything special inside Finch—just be sure the variant you’re about to download reflects the latest version.

***

### 2. Open Revit and Launch Finch Plugin

You can either:

* Open your **original Revit model** (with grids, massing, levels, etc.)
* Or start from a **completely blank Revit file**

> This tutorial uses a **blank file** to show the full extent of what gets downloaded from Finch.

Then:

* Launch the **Finch plugin** in Revit
* Navigate to your project
* Select the correct **variant**

***

### 3. Download BIM from Finch

In the Finch plugin:

* Instead of clicking *Upload*, click on the **BIM tab**
* Select **Download BIM**

Your Revit model will populate with:

* Unit groups
* Walls and doors
* Area plans
* Sheets
* Furniture (2D)
* Room tags

***

### 4. Review the Imported Content

#### Floor Plans

Each apartment is brought in as a **Revit model group**:

* Named according to the Finch plan (e.g. *Plan A*)
* Includes internal walls, doors, tags, and furniture symbols

You can now:

* Edit wall types to match your studio standards
* Swap Finch placeholder doors with your Revit door families

***

### 5. Swap & Customize Components

Finch provides placeholder geometry and tags. Customize them to suit your project:

| Component | What Finch Provides   | What You Should Do                  |
| --------- | --------------------- | ----------------------------------- |
| Walls     | Generic wall types    | Swap for studio standard walls      |
| Doors     | Generic Finch doors   | Replace with correct door families  |
| Furniture | 2D symbols            | Replace with 3D families (optional) |
| Tags      | Finch-style room tags | Customize or relabel as needed      |

***

### 6. Area Plans and Sheets

Open the **Project Browser** and scroll down to find:

* **Area Plans**
  * Includes both *Area* and *Rentable Area* plans
  * Finch uses interior boundaries for gross area calculations
* **Sheets**
  * These are automatically generated and can be customized
  * Swap the default title block for your studio’s standard

> Use Revit’s View Templates to style your drawings for presentation or documentation.

***

### 7. Next Steps

Once your Finch data is inside Revit, you can:

* Continue detailing your design
* Add MEP or structural elements
* Create documentation sets
* Collaborate with consultants

***

### ✅ Summary

You've learned how to:

* Open your Revit model (blank or existing)
* Connect to a Finch project variant
* Download a complete BIM package
* Customize components and begin documentation


# Finch 101: Download to Archicad

In this tutorial, we’ll show how to take your completed Finch project—with units, layouts, and data—and bring it into Archicad so you can begin documentation or preparation for the next project phase.

{% embed url="<https://youtu.be/pzflSM0lmEw>" %}

### 1: Open a New Archicad Model

1. Open a new or existing Archicad project.
2. Ensure the **Finch plugin** is installed.
   * [The plugin download link is available here](/docs/download-plug-ins)

***

### 2: Launch the Finch Plugin in Archicad

1. In Archicad, open the **Finch** menu.
2. Click **Launch Finch**.
3. Dock the Finch plugin panel as needed.
4. Sign in to Finch if prompted (first-time use only).

***

### 3: Start the Download Process

1. In the Finch plugin, click **Download**.
2. Navigate to your Finch **Project**.
3. Select the **Variant** you want to import.

***

### 4: Import the Model

1. Click **Import**.
2. Wait for the import process to complete.

***

### 5: Review the Imported Model in 2D

1. Navigate to a floor plan view.
2. Confirm that:
   * Walls and doors have been imported.
   * Space types are imported as **Zones**.
   * Full floor plates are visible.

***

### 6: Review the Imported Model in 3D

1. Switch to a **3D view**.
2. Review the imported geometry.
3. Replace imported walls and doors with your preferred Archicad wall and door types as needed.


# Finch 101: Download to Rhino

In this tutorial, we’ll walk through how to import design data from Finch back into Rhino. This is typically the last step in the design process when your project is ready for further detailing.

{% embed url="<https://www.youtube.com/watch?index=14&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=GShQB9So1JU>" %}

### Requirements

* Rhino with the **Finch plugin installed**
* A finalized variant in **Finch**

***

### Step-by-Step: Import 2D Floor Plan Data

**Finch Plugin in Rhino → Select `Import 2D`**

1. Open your project in Rhino.
2. Navigate to the **Finch plugin**.
3. Choose **Import 2D**.
4. Switch to **Plan View**.
5. Turn off the main “Finch” layer to reveal the imported content.

**What gets imported?**

* All floor plans from Finch, separated by layers:
  * Outer walls
  * Inner walls
  * Furniture
  * Space types
  * Room labels / color coding (if applied)

> *These layers make it easy to organize, select, or hide content in Rhino for continued work.*

***

### Step-by-Step: Import 3D Unit Data

**Finch Plugin in Rhino → Advanced → Select `Import 3D`**

1. After finishing 2D import (optional), switch to **Perspective View**.
2. From the **Advanced tab**, click **Import 3D**.
3. The 3D geometry of your unit plans will load into the model.

**What gets imported?**

* Full unit plans in 3D:
  * Interior walls
  * Story walls and floor plates
  * Spatial divisions between units
* Everything is imported on **organized layers**:
  * Turn on/off units, cores, partitions as needed

### Summary

| Import Type | Use Case                           | What You Get                                     |
| ----------- | ---------------------------------- | ------------------------------------------------ |
| 2D          | Continue drafting or documentation | Clean plan layers: walls, furniture, space types |
| 3D          | Visualization, clash checking      | Modeled units with full interior wall layouts    |

***

### 📎 Next Steps

Now that your model is in Rhino, you can:

* Add detail and layer materials
* Prepare renderings
* Export to other tools like Enscape, Twinmotion, or V-Ray
* Create construction documents or schematic layouts


# Advanced

Dive deeper and unlock the full potential of Finch.

<table><thead><tr><th data-type="content-ref">Video</th><th>Duration</th></tr></thead><tbody><tr><td><a href="/pages/ntJTn0IbRmXdqwvgC8Ra">/pages/ntJTn0IbRmXdqwvgC8Ra</a></td><td>15 mins</td></tr><tr><td><a href="/pages/fM0hdAk9fIGn31Z3bmRo">/pages/fM0hdAk9fIGn31Z3bmRo</a></td><td>3 mins</td></tr><tr><td><a href="/pages/vQ6fr63e7g2APsGZsUn7">/pages/vQ6fr63e7g2APsGZsUn7</a></td><td>3 mins</td></tr><tr><td><a href="/pages/qeTpeFUsnbjXFH0XnAIT">/pages/qeTpeFUsnbjXFH0XnAIT</a></td><td>2 mins</td></tr></tbody></table>


# Corridor and unit mix algorithm

In this tutorial we dive into the algorithm behind generating a corridor with stairwells and generating a unit mix.

{% embed url="<https://www.youtube.com/watch?v=5uuKiNdRoxo>" %}


# Area Graph rules

In this tutorial we show how to set up your own area graph rules to generate compliant floor plans.

{% embed url="<https://youtu.be/NNQtVuSEp_c>" %}


# Passage and room width Graph rules

In this tutorial we show how to set up your own graph rules for passage and room width to generate compliant floor plans.

{% embed url="<https://youtu.be/EWopo0kxif0>" %}


# Organization settings

This tutorial shows how to handle seats and other relevant settings as an organization owner.

{% embed url="<https://youtu.be/PPgtml7Vu7s>" %}


# Workflows


# Finch + Revit

Learn all the fundamentals you need to become a Finch + Revit pro user!

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td></td><td data-object-fit="fill"><a href="/files/5Q3RYFGqMayGMzooQPTX">/files/5Q3RYFGqMayGMzooQPTX</a></td></tr></tbody></table>


# Finch 101: Upload Mass from Revit

In this tutorial, you'll learn how to upload a conceptual mass from Revit into Finch using the Finch plugin. Follow the steps below to prepare your mass and upload it to your Finch project.

{% embed url="<https://youtu.be/tXwbv3aGFrc>" %}

### 1. Launch the Finch Plugin in Revit

**Go to Add-Ins → `Finch Plugin`**

Make sure you’ve installed the Finch Revit plugin. Open your project in Revit and launch the Finch plugin from the **Add-Ins** tab.

***

### 2. Create your conceptual mass in Revit

1. Open Revit and navigate to the **Massing & Site** tab.
2. Select **In-Place Mass** under *Conceptual Mass*.
3. Draw your **conceptual massing volumes**.
   * ⚠️ **Important:** All your building volumes must be contained within **one conceptual mass family**.
   * This ensures Finch recognizes your geometry as a *single building*, not multiple.

***

### 3. Master Planning with Multiple Masses

If your project includes multiple buildings (e.g., a master plan), model them as separate conceptual masses. Finch will allow you to **toggle and choose** which masses to upload during the process.

***

### 4. Add Grids for Better Floorplate Control

Use the `Architecture` tab to draw **grid lines** in your plan view. Finch can interpret these grids when laying out internal walls and organizing floorplates.

***

### 5. Assign levels and mass floors

1. To define story heights, use the **Mass Floors** tool:
   * Select your conceptual mass.
   * Click **Mass Floors** from the top ribbon.
   * Choose the levels you want to assign.
2. You can also skip this step — Finch will automatically generate story heights if levels are not defined.

***

### 6. Upload to Finch

**Navigate to the `Finch Plugin Panel`**

* Select the **project** you want to work with.
* Choose the **`variant`** where you want the mass to be uploaded.
* Make sure **"`Massing`"** is highlighted.

Click **Upload Massing**.

**Choose Massing to Upload**

If you have multiple mass families, a window will appear allowing you to **toggle** through each one.

* To upload them as a single mass, check **"`Group All`"**.
* For individual uploads, select the relevant mass.

In this case, we’re uploading one building, so we’ll just select **Upload Building Mass**.

***

### 7. Confirm Upload in Finch

**Open Finch in Your Browser**

After uploading, your **conceptual mass** will appear in Finch. You’ll see your building with **key metrics** calculated automatically.

You're now ready to start working on the **interior layouts** using Finch’s design tools.


# Finch 101: Upload walls from Revit

In this tutorial, you’ll learn how to upload **walls** from Revit into Finch.

This workflow is ideal if you’re:

* Working with an **existing building** that already has cores and circulation defined
* At a stage in your project where **walls, elevators, and stairwells** are already modeled in Revit
* Looking to use Finch’s **generative tools** around existing geometry

{% embed url="<https://www.youtube.com/watch?v=LX72_ulRhAc>" %}

## 1. Make sure your conceptual mass is uploaded

Before uploading walls, you’ll need to have uploaded your **conceptual mass** from Revit to Finch.

> 🔗 See the previous tutorial: [*Upload Conceptual Mass, Grids, and Levels from Revit to Finch*](/courses/finch-101/finch-101-upload-mass-from-revit)

***

## 2. Prepare your walls in Revit

1. Open your Revit model and navigate to the level where you’ve drawn your walls — for example, **Level 0**.
2. Select the interior walls you want to upload.
   * These can include **corridors, lift cores, and stairwells**.

***

## 3. Upload story walls to Finch

1. Open the **Finch plugin** in Revit.
2. Choose **Story Walls** instead of *Massing*.
3. Follow the on-screen instructions:
   * Confirm that you’ve selected the correct walls.
   * Click **Upload Story Walls**.

***

## 4. Review your upload details

A confirmation window will appear showing:

* The **number of walls** being uploaded
* Any **height discrepancies** between Revit and Finch

> 💡 Because your conceptual mass was already uploaded with **mass floors**, Finch will automatically match your **story heights and levels** from Revit.

Click **Upload Story Walls** to finalize the upload.

***

## 5. Verify your walls in Finch

1. Jump into Finch and open the variant you uploaded to.
2. Wait for the sync to complete.
3. You’ll see your **walls** correctly positioned inside your Finch model.

Now you can:

* Assign **programs** and **circulation spaces**
* Define **space types** like elevators and stairwells
* Start **generating unit mixes** around your existing walls


# Finch 101: Generating Floor Plans in Revit

In this tutorial, we demonstrate how to generate fully furnished and tagged unit plans directly inside Revit using Finch. This eliminates the need for redrawing or remodeling—everything is imported.

{% embed url="<https://www.youtube.com/watch?index=11&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=UDqXdeaNCIA>" %}

### 1. Start with a Finch-Linked Revit Model

Before generating plans:

* Open a **Revit model** that contains:
  * A corridor
  * Unit boundaries
  * Cores
* These elements can be downloaded directly from **Finch or modelled in native Revit families.**

***

### 2. Launch the Finch Plugin

From your Revit toolbar:

* Open the **Finch plugin**
* Click **Generate** to begin the planning process

***

### 3. Define the Target Unit

The plugin will prompt you in the bottom-left corner of Revit:

> 🖱️ “Pick a point inside the room you want to generate a plan”

* Click anywhere **inside a unit** to select it
* Then you'll be prompted to:

> 🚪 “Pick one or more walls where you would want the entrance door”

* Click the wall(s) where entrances should be placed
* Click **Finish** when done

***

### 4. Browse Plan Options

Once you’ve selected the unit and entry points:

* A **plan selection window** will open

Based on your subscription, different libraries will appear:

#### Enterprise Users

* First: Your **organization’s plans** (studio data set)
* Below: **Finch AI-generated plans**

#### Basic Users

* Only your **personal plan library** will appear

All options shown will auto-adjust to your unit shape and entry point.

***

### 5. Filter & Choose Your Layout

Just like in the Finch browser:

* Use filters:
  * **Bedrooms**
  * **Bathrooms**
* Each plan displays a **score percentage** (e.g., 97%)
  * The score reflects how well the layout fits your unit

Select a layout with a high score\
Optionally, preview several before finalizing

***

### 6. Finalize and Import the Plan

Once you’re satisfied:

* Click **Done** to import the plan directly into your Revit model

What’s imported:

* Wall families
* Door families
* Room separators
* Room tags (you can customize tag styles and area settings)

All elements are editable and compatible with standard Revit workflows—no redrawing required.

***

### 7. Visualize in 3D

Jump to a **3D view** in Revit to inspect the imported plan:

* Confirm geometry
* Check openings and furniture layout
* Validate that **room tags and separators** are correct

Everything is grouped neatly for easy selection and future edits.

***

### Summary

You’ve learned how to:

* Use the Finch plugin inside Revit to generate unit plans
* Choose entrance walls and generate intelligent layouts
* Filter and evaluate plans using score metrics
* Import ready-to-edit layouts with full Revit families and room tags


# Finch 101: Download to Revit

In this tutorial, we’ll show how to take your completed Finch project—with units, layouts, and data—and bring it into Revit so you can begin documentation or preparation for the next project phase.

{% embed url="<https://www.youtube.com/watch?index=12&list=PLAT8LHZMhh0HbJ-13-kC0wWOHm5lHDPn9&v=Mz1XRxaKCD0>" %}

### 1. Prepare Your Project in Finch

Make sure your design is finalized:

* All apartments are assigned
* Layouts are correct
* You've completed any final edits in Finch’s floorplate and plan editor

> You don’t need to do anything special inside Finch—just be sure the variant you’re about to download reflects the latest version.

***

### 2. Open Revit and Launch Finch Plugin

You can either:

* Open your **original Revit model** (with grids, massing, levels, etc.)
* Or start from a **completely blank Revit file**

> This tutorial uses a **blank file** to show the full extent of what gets downloaded from Finch.

Then:

* Launch the **Finch plugin** in Revit
* Navigate to your project
* Select the correct **variant**

***

### 3. Download BIM from Finch

In the Finch plugin:

* Instead of clicking *Upload*, click on the **BIM tab**
* Select **Download BIM**

Your Revit model will populate with:

* Unit groups
* Walls and doors
* Area plans
* Sheets
* Furniture (2D)
* Room tags

***

### 4. Review the Imported Content

#### Floor Plans

Each apartment is brought in as a **Revit model group**:

* Named according to the Finch plan (e.g. *Plan A*)
* Includes internal walls, doors, tags, and furniture symbols

You can now:

* Edit wall types to match your studio standards
* Swap Finch placeholder doors with your Revit door families

***

### 5. Swap & Customize Components

Finch provides placeholder geometry and tags. Customize them to suit your project:

| Component | What Finch Provides   | What You Should Do                  |
| --------- | --------------------- | ----------------------------------- |
| Walls     | Generic wall types    | Swap for studio standard walls      |
| Doors     | Generic Finch doors   | Replace with correct door families  |
| Furniture | 2D symbols            | Replace with 3D families (optional) |
| Tags      | Finch-style room tags | Customize or relabel as needed      |

***

### 6. Area Plans and Sheets

Open the **Project Browser** and scroll down to find:

* **Area Plans**
  * Includes both *Area* and *Rentable Area* plans
  * Finch uses interior boundaries for gross area calculations
* **Sheets**
  * These are automatically generated and can be customized
  * Swap the default title block for your studio’s standard

> Use Revit’s View Templates to style your drawings for presentation or documentation.

***

### 7. Next Steps

Once your Finch data is inside Revit, you can:

* Continue detailing your design
* Add MEP or structural elements
* Create documentation sets
* Collaborate with consultants

***

### ✅ Summary

You've learned how to:

* Open your Revit model (blank or existing)
* Connect to a Finch project variant
* Download a complete BIM package
* Customize components and begin documentation


# Upload objects from Revit to Finch

This tutorial walks through how to upload Revit families into your Finch Object Library, including how Inner Bounds and Outer Bounds are used and how uploaded objects can be mapped back into Revit.

{% embed url="<https://youtu.be/MluH-A7XxfA>" %}

> **💡 Inner and Outer Bounds families can be saved from the link below and nested into your own Revit families.**

{% file src="/files/0Iit0cAQmbCI2i7qwAlX" %}

### 1: Open the Revit Project

1. Open the Revit project containing the families you want to upload.
2. Locate the families in the project (for example: beds, sofas, or plumbing fixtures).
3. Open one of the families to review its contents.

***

### 2: Verify Family Structure

1. Confirm the family includes:
   1. The main object geometry.
   2. A nested **Outer Bounds** family.
   3. A nested **Inner Bounds** family.
2. Open the **Outer Bounds** family and verify:
   * It is a **Generic Model**.
   * It is assigned to the **Outer Bounds** subcategory.
3. Open the **Inner Bounds** family and verify:
   * It is a **Generic Model**.
   * It is assigned to the **Inner Bounds** subcategory.

***

### 3: Prepare Revit for Upload

1. Open an **active Plan View**.
2. Ensure the **Finch Revit Plugin** is installed and up to date.
3. Open the Finch plugin and navigate to the **Objects** tab.

***

### 4: Find Families in the Active View

1. Click **Find Families**.
2. Enable **Show only visible in current view**.
3. Review the list of families grouped by category.

***

### 5: Upload Objects to Finch

1. Select the families you want to upload.
2. Click **Upload**.
3. Wait for the upload process to complete.

***

### 6: Confirm Objects in the Finch Object Library

1. Open Finch.
2. Navigate to your **Object Library**.
3. Locate the uploaded objects.
4. Open an object to confirm:
   1. Object geometry is visible.
   2. Inner Bounds are present.
   3. Outer Bounds are present.

***

### 7: Use Objects in a Finch Project

1. Open a Finch project.
2. Generate a layout using the uploaded objects.
3. Confirm the objects appear correctly in the generated plan.

***

### 8: Import Finch Geometry into Revit

1. Return to Revit.
2. Open the Finch plugin and navigate to the **Project** tab.
3. Select the project and variant.
4. Click **Import BIM**.

***

### 9: Map Objects During Import

1. In the **BIM Import** window, open **Import Settings**.
2. Under **Furniture**, review the object mappings.
3. Confirm that objects with matching names are mapped automatically.
4. Click **Save**.
5. Click **Import BIM**.

***

### 10: Review the Imported Geometry

1. Open the imported view in Revit.
2. Switch to a **3D view**.
3. Verify that all objects are correctly mapped and placed.


# Site to BIM: Forma, Finch and Revit

Learn how to take your projects from Site to BIM by leveraging Forma, Finch and Revit in a seamless workflow.

The **Site to BIM: Video Tutorial Series** showcases how Finch streamlines the entire architectural workflow from early concept to detailed BIM. The series demonstrates how designers can begin with massing and site analysis in **Autodesk Forma**, refine and generate floor plans in **Finch**, and then export fully structured models to **Revit**. By connecting these stages, Finch eliminates data loss between tools, accelerates design iterations, and bridges the gap between conceptual exploration and precise BIM documentation—enabling teams to move from **site to BIM** faster and more intelligently.

<figure><img src="/files/kDHNKLixmcQnrTAy58cO" alt=""><figcaption></figcaption></figure>

| Title                                                                                                                                                                | Length |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------ |
| [Modelling and Exporting building from Forma to Finch](/courses/workflows/site-to-bim-forma-finch-and-revit/site-to-bim-modelling-and-exporting-from-forma-to-finch) | 5 mins |
| [Use the Massing Studio to Assign Programs](/courses/finch-101/finch-101-massing-studio)                                                                             | 5 mins |
| [Generate code compliant corridors and cores](/courses/finch-101/finch-101-generate-corridor)                                                                        | 7 mins |
| [Generate unit mixes](/courses/finch-101/finch-101-generating-unit-mix)                                                                                              | 6 mins |
| [Use the bundles feature to create an overview](/courses/workflows/site-to-bim-forma-finch-and-revit/site-to-bim-create-a-variant-bundle-masterplanning-in-finch)    | 3 mins |
| [Export your project to Revit](/courses/finch-101/finch-101-download-to-revit)                                                                                       | 3 mins |


# Site to BIM: Create a Variant Bundle – Masterplanning in Finch

In this tutorial, you'll learn how to export your Forma buildings and context as seperate variants to Finch.

{% embed url="<https://www.youtube.com/watch?feature=youtu.be&v=S65ik26UGmI>" %}

## Create a Variant Bundle – Masterplanning in Finch

#### 1. Prepare your variants

* Upload your building variants from Forma (e.g., Building A, B, C) as well as a **Context** variant into your Finch project.
* Open each variant and assign programs (e.g., Residential, Office, Retail) so that metrics are correctly calculated.

***

#### 2. Create a new bundle

* Go to your **Project Page** in Finch.
* Scroll down to the **Bundles** section.
* Click **New Bundle** and name it (e.g., “Masterplanning Test”).
* Finch will automatically open your new bundle.

***

#### 3. Add variants to your bundle

* When the bundle opens, you will initially see an empty scene.
* Navigate to the **Data tab** on the right-hand side.
* Select the variants you want to include:
  * **Context**
  * **Building A**
  * **Building B**
  * **Building C**
* Each selected variant will appear in the scene, building up your full masterplan.

***

#### 4. Collaborate across variants

* Bundles allow teams to work on **separate variants simultaneously**.
  * For example, different team members can edit Building A, B, or C independently.
  * At the same time, another team member can stay inside the bundle view and monitor metrics as they update in real time.

***

#### 5. Review live metrics

* Within the bundle view, navigate to the **Key Figures** or **Data Drawers**.
* Review aggregated project data, such as:
  * Program split (e.g., 84% Residential, 13% Office, 4% Retail)
  * Unit mix
  * Usable and gross floor area breakdowns
* If you need to adjust proportions, simply **double-click a building** in the bundle to open its variant.
* Make edits (e.g., add another floor of retail), then return to the bundle.
* Metrics update automatically in real time.

***

#### 6. Work at masterplan scale

* Using bundles, you can:
  * Combine multiple buildings with shared context.
  * Track program distribution across the full site.
  * Enable team collaboration with live updates.

***

That’s it! You’ve created a variant bundle and learned how to manage your project at masterplan scale.

***


# Site to BIM: Modelling and Exporting from Forma to Finch

In this tutorial, you'll learn how to export your Forma buildings and context as seperate variants to Finch.

{% embed url="<https://www.youtube.com/watch?feature=youtu.be&v=SC_7yeoZe6s>" %}

## From Site to BIM – Forma + Finch Masterplanning

#### 1. Create your masterplan project in Finch

* In the Finch web app, go to the **Projects** page and click **Create New**.
* Name your project (e.g., “Forma to Finch Masterplan”) and click **OK**.

***

#### 2. In Forma – prepare buildings and context

* Prepare your site in **Forma**, complete with terrain and context (neighboring buildings, roads, trees).
* Model your buildings using different tools:
  * **Line Building** (disable “sections” to avoid splitting into multiple masses)
  * **Basic Building** tool (good for extrusions and push–pull edits)
  * **3D Sketch** tool (for more sculptural or curved geometry)
* Now your model includes 3 buildings + contextual data, ready for export.

***

#### 3. Set up variants in Finch

* Return to the Finch web app. In your new project, create **three variants**, one for each building (A, B, C), plus a fourth for **Context**.
* This setup will allow you to upload each building separately and keep context distinct.

***

#### 4. Upload your context variant from Forma

* In Forma, open the **Finch extension** (install it under Extensions if needed).
* Select your Finch project and choose the **Context** variant.
* Enable **Manual Geometry Selection**. Choose only context elements (terrain, surrounding buildings, vegetation).
* Click **Export to Finch**.
* In Finch, open the Context variant to confirm context geometry has imported properly.

***

#### 5. Upload building variants from Forma

* In Forma, select the **Building A** variant in the Finch extension.
* Click **Manual Geometry Selection**, then **click the roof/top surface** of Building A (selecting the side will not work).
* Click **Export to Finch**. Repeat this process for **Buildings B and C**, assigning each to their corresponding variant.

***


# Drawing and Generating Floor Plans in Finch

Learn how to draw floor plans using our AI Co-pilot!

| Title                                                                                                                                         | Duration |
| --------------------------------------------------------------------------------------------------------------------------------------------- | -------- |
| [Drawing a floor plan with AI Co-Pilot](/courses/workflows/drawing-and-generating-floor-plans-in-finch/drawing-a-floor-plan-with-ai-co-pilot) | 4 mins   |
| [Adding Furniture and Constraints](/courses/workflows/drawing-and-generating-floor-plans-in-finch/adding-furniture-and-constraints)           | 4 mins   |
|                                                                                                                                               |          |


# Drawing a floor plan with AI Co-Pilot

With Finch, you can use the AI Copilot to quickly generate compliant apartment layouts. You can then add walls, doors, separators, furniture, and constraints.

{% embed url="<https://youtu.be/2r4dSUZn8eo>" %}

#### 1. Open Plan Studio

* Click on the **Plans** icon at the top of the Finch interface.
* Make sure you have **My Library** selected, otherwise you won’t be able to create a plan.
* Click **Create Plan** to open the Plan Studio.

***

#### 2. Understand the Plan Studio tools

When Plan Studio opens, you’ll see the **Bounds** (apartment perimeter) and the **square meterage**.

At the top right, you’ll find useful toggles:

* **Dimensions (D)** → shows dimensions while drawing.
* **Unit and Space Labels (L)** → displays space type labels.
* **Accessibility Bounds** → shows access zones around furniture.
* **Graph Rules** → highlights compliance checks as you design.

***

#### 3. Draw the apartment bounds

* Double-click on the bounds to edit dimensions directly.
* For non-square apartments, use the **Draw Bounds** tool.
  * Hold **Shift** to keep lines straight.
  * Press **Enter** to finish drawing.

***

#### 4. Place the entrance door

* Press **T** to open the door tool.
* Place the **main entrance door** on your apartment.
* Adjust its width as needed.

***

#### 5. Use the AI Copilot for room suggestions

* Press **U** or toggle the **AI Copilot** icon.
* Start drawing internal walls.
* The AI will suggest room types (e.g., bathroom, bedroom).
* Click to accept suggestions.

Example:

* Draw one room → assign it as a **Bathroom**.
* Draw another room → accept the **Bedroom** suggestion.

***

#### 6. Create open-plan spaces with separators

* Use the **Separator** tool to divide larger areas.
* Example layout:
  * **Living space**
  * **Dining area**
  * **Kitchen**
* Finch will also recognize circulation zones (e.g., hallway).
* Add **storage** spaces as needed.

***

#### 7. Add interior doors

* Press **T** again to bring up the door tool.
* Place doors for each room (e.g., bedroom, bathroom).
* Use the dropdown to select different door types (e.g., sliding doors for storage).

***

✅ That’s it — you now have walls, doors, and space types assigned.

👉 In the next tutorial, you’ll learn how to **add furniture, check accessibility bounds, and set constraints** to ensure compliance.

***


# Adding Furniture and Constraints

In this tutorial, you’ll learn how to:  Add furniture from the Finch object library, use accessibility bounds, apply constraints and add tags.

{% embed url="<https://youtu.be/Dn91KDvNe_0>" %}

#### 1. Open the furniture library

* Click the **Furniture** icon at the top of the screen, or press **O**.
* This opens your **Object Library**, which contains:
  * **Accessibility circles** (useful for door clearances)
  * **Furniture objects** (beds, kitchen units, tables, etc.), most with accessibility bounds

***

#### 2. Place accessibility circles

* Add an **accessibility circle** in front of your entrance door.
* Repeat for other doors as needed.
* These circles help ensure enough clearance for movement.

***

#### 3. Add furniture with accessibility bounds

* Select a piece of furniture (e.g., a bed).
* Click to set the origin, then drag it against a wall.
* Toggle **Accessibility Bounds (B)** on/off to visualize clearance zones.
* If a wall is moved and overlaps a clearance zone, Finch will highlight a **collision warning**.

***

#### 4. Apply constraints to keep spaces compliant

* Press **Shift + C** to open the **Constraints** tool.
* Example workflow:
  * Bedroom → set constraint so it can **grow**, but not get smaller.
  * Kitchen → allow extension, but prevent shrinking.
  * Lock edges where needed to keep **minimum accessible widths**.
* Test with **Stretch Preview** to see how your plan adapts while respecting constraints.

***

#### 5. Add tags to your plan

* Apply **tags** to your apartment (e.g., “Test”).
* Tags make it easier to **filter and find plans** when generating units later.

***

#### 6. Save your plan

* Click **Save** to confirm changes.
* Keep **Graph Rules** on to highlight any live clashes (red spaces show accessibility or collision issues).

***

✅ You’ve now added furniture, accessibility checks, and constraints to your plan.

👉 In the next tutorial, you’ll learn how to use this plan inside the **Floor Plate Studio** for unit generation.

***


# Video Tutorials

## Getting Started

{% embed url="<https://youtu.be/uv7V9UMZuTo?feature=shared>" %}

## The Finch Workflow

{% embed url="<https://www.youtube.com/watch?v=3q5FKKA4tvA>" %}

## Navigating in Finch

{% embed url="<https://youtu.be/0jJDLYLMfV8>" %}

## Editing Tools

{% embed url="<https://youtu.be/pg3ep3tdfjM?feature=shared>" %}

## Rhino Plug-in

{% embed url="<https://youtu.be/H3Oy18z7KfE?feature=shared>" %}

## Revit Plug-in

{% embed url="<https://youtu.be/Q7T3o7kzHgA?feature=shared>" %}

## Draw your core for Generate Floor Plate

{% embed url="<https://youtu.be/_rqzb0ho17A>" %}

## Generate Floor Plate Use Cases

{% embed url="<https://youtu.be/mwe3mHf0WmA?feature=shared>" %}

## Working with Unit Plans (AI Users)

{% embed url="<https://youtu.be/wtfguxPQztw?feature=shared>" %}

## Working with Adaptive Plans

{% embed url="<https://youtu.be/nuefwUxdUlU>" %}

## Grasshopper

{% embed url="<https://youtu.be/6VPdpK4AEo4>" %}

## Finch for Master Plans

{% embed url="<https://www.youtube.com/watch?v=8BBAsUgNyT4>" %}


# Docs

> <h3 align="right">A residential feasibility tool for architects, designed for multi-family projects.</h3>

{% embed url="<https://www.youtube.com/watch?v=N6fTOMmdSrI>" %}

## The Finch Workflow

#### Finch deals with the interior of the building- story heights, floor plates and unit plans. The building mass is created in your preferred software.

<figure><img src="/files/BKXbpYviklafTuBnkP0I" alt=""><figcaption></figcaption></figure>

{% embed url="<https://www.youtube.com/watch?v=3q5FKKA4tvA>" %}

{% hint style="success" %}
Questions? Get in touch with us via the Finch chat.
{% endhint %}


# Download Plug-ins

## Revit

{% stepper %}
{% step %}

#### Download installer

Latest version: <code class="expression">space.vars.Revit\_version</code>

{% tabs %}
{% tab title="Revit 27" %}

<figure><img src="/files/RhWDzcRY7em2haAbV3rP" alt=""><figcaption></figcaption></figure>

{% file src="/files/vzojkRKayCDae37ZdRak" %}
{% endtab %}

{% tab title="Revit 25/26" %}

<figure><img src="/files/16dH1rrsQr2JJmMBiM6H" alt=""><figcaption></figcaption></figure>

{% file src="/files/gqEYpmyMHv4BEMgiAEST" %}
{% endtab %}

{% tab title=" Revit 23/24" %}

<figure><img src="/files/l8XcRBQii27TrGvbVicl" alt=""><figcaption></figcaption></figure>

{% file src="/files/suB6MYelhIP0V4r8ao65" %}
{% endtab %}
{% endtabs %}
{% endstep %}

{% step %}

#### Unblock zip folder

Before extracting unblock the zip folder in properties.

<div align="left"><figure><img src="/files/uP1Qa2BGu9ICesnxktvK" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

#### Run installer

The installer requires admin mode and will automatically uninstall the previous version

{% hint style="warning" %}
**IMPORTANT:** If you have version **0.1.44 or earlier** of this app installed, you must **manually uninstall** it. The new version will not work correctly until the old version is removed.\
You **can uninstall the old version before or after installing this one.**
{% endhint %}
{% endstep %}

{% step %}

#### Open plug-in

Under the **`Add-ins`** tab in the Revit ribbon, select the **`Finch`** icon to open the plug-in.

<figure><img src="/files/ktaRCCJm73QjvzEkG0OY" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

### Alternate installation methods

<details>

<summary><strong>Install by placing files into the Revit Addins Folder</strong></summary>

Latest version: <code class="expression">space.vars.Revit\_version</code>

{% file src="/files/g0wLb7OFZXYG6eh4bURh" %}

{% file src="/files/E3tEXdzPmMG7DN6DmMU8" %}

{% file src="/files/JXkaYeujudRdASJUAY4e" %}

{% file src="/files/UKshM3WGxtfpu3Mt391S" %}

<div align="left"><figure><img src="/files/uP1Qa2BGu9ICesnxktvK" alt=""><figcaption><p>Unblock the zip folder in properties before extracting</p></figcaption></figure></div>

**Place files in:**

> %Appdata%\Autodesk\Revit\Addins\2023 (or 2024) folder

*or*

> C:\ProgramData\Autodesk\Revit\Addins\2023 (or 2024) folder

{% hint style="info" %}
When updating to a new version, delete the old files from the folder before placing the new ones.
{% endhint %}

</details>

<details>

<summary><strong>Install via Autodesk</strong></summary>

<a href="https://apps.autodesk.com/RVT/en/Detail/Index?id=994418353372942051&#x26;appLang=en&#x26;os=Win64" class="button primary" data-icon="up-right-from-square">Autodesk App Store</a>

This version may not have the latest updates, as the plug-in updates have to go through an approval process each time they are submitted. If you would like the latest release, you can use one of the other two methods.

</details>

## Archicad \[BETA]

{% stepper %}
{% step %}

#### Download plug-in below

Latest version: <code class="expression">space.vars.Archicad\_version</code>

{% hint style="info" %}
Supports version **28** and **29** of Archicad
{% endhint %}

{% tabs %}
{% tab title="Windows" %}

<figure><img src="/files/L0seRhl7ZiSoCpcRjZAN" alt=""><figcaption></figcaption></figure>

{% file src="/files/vR0mi9jhstcM6fXQ7ZbV" %}
Archicad 28
{% endfile %}

{% file src="/files/IK5UAtknbx352Liwj7kY" %}
Archicad 29
{% endfile %}
{% endtab %}

{% tab title="MacOS" %}

<figure><img src="/files/DL238QyqqFrV0cGbgJvL" alt=""><figcaption></figcaption></figure>

{% file src="/files/q2Xu7Fx1mrevTER7CdHw" %}
Archicad 28
{% endfile %}

{% file src="/files/pAKFG0Hm7rnVf2XiSMXZ" %}
Archicad 29
{% endfile %}
{% endtab %}
{% endtabs %}
{% endstep %}

{% step %}

#### **Extract the files to** the Archicad **Add-Ons** folder

Place the files in the following locations:

* **Windows:** `C:\Program Files\GRAPHISOFT\Archicad XX\Add-Ons`
* **MacOS:** `/Applications/GRAPHISOFT/Archicad XX/Add-Ons`
  {% endstep %}

{% step %}

#### **Start Archicad**

After starting Archicad Finch will be available to launch from the main menu.

{% hint style="warning" %}
You must be in an active plan view to start the Finch plugin
{% endhint %}

<figure><img src="/files/eeNy6j8F9RcCuHKnAbOB" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Rhino

{% stepper %}
{% step %}

#### Open `Package Manager`

Type Package Manager into the Rhino command line.
{% endstep %}

{% step %}

#### Search for **`Finch`**

In the search field type in Finch to find the plug-in.
{% endstep %}

{% step %}

#### Install the latest version

Select the latest version from the drop down menu and install it.
{% endstep %}

{% step %}

#### Restart Rhino

After reopening Rhino, type **`Finch`** into the command line and log in.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
The Finch plug-in is compatible with Rhino versions 7.24 and newer, as well as Rhino 8. If you have an older Rhino version, the newest Finch plug-in releases will not appear in the package manager.
{% endhint %}

<details>

<summary>Rhino 6 SR35+</summary>

Latest version: <code class="expression">space.vars.Rhino6V</code>

<table data-view="cards" data-full-width="true"><thead><tr><th></th><th data-type="files"></th></tr></thead><tbody><tr><td>Rhino 6</td><td><a href="/files/sENWAWdyFG6JnEAU6map">/files/sENWAWdyFG6JnEAU6map</a></td></tr></tbody></table>

<div align="left"><figure><img src="/files/uP1Qa2BGu9ICesnxktvK" alt=""><figcaption><p>Unblock the zip folder in properties before extracting</p></figcaption></figure></div>

* In Rhino 6, type **`Plugin Manager`** into the command line.
* Hit **`Install`** and select the Finch.rhp file from the unzipped folder.
* Hit **`OK`** and type **`Finch`** into the command line.

</details>

## Forma

{% stepper %}
{% step %}

#### Enter your project in Forma

Under the **`Extensions`** category on the left-hand menu, click **`+Add Extension`** . This will open the Autodesk App Store.
{% endstep %}

{% step %}

#### Find the Finch extension

In the App Store, search for **`Finch`** in the **`Search Bar`** in the top left corner or browse the extension library.
{% endstep %}

{% step %}

#### Add to project

Select the extension and **`Add`** it to the project. Agree to the Terms and Conditions and close the App Store to go back to your Forma project.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
The extension will need to be added again for every new project that you intend to send to Finch.
{% endhint %}


# First Steps


# Rhino

### 1. Create your first project in Finch

* Navigate to the **`Projects`** page on the web-app and select **`Create New`**. Give your project a name, and hit **`OK`**.

<figure><img src="/files/p2vbGtoD9Iaoab0pDksE" alt=""><figcaption></figcaption></figure>

### 2. Load the project into Rhino

* Switch over to Rhino and type **`Finch`** to open the Finch plug-in.
* Log in with your Finch account under the **`Account`** tab.
* Under the **`Project`** tab, select your new project and variant from the drop-down menus, and click **`Load Project`**.

{% hint style="info" %}
When you load a project into Rhino, the [Finch layer structure](/docs/first-steps/rhino/all-about-rhino#layer-structure) is automatically imported to the layers panel. You use these to send and receive geometry to Finch.
{% endhint %}

<figure><img src="/files/xcWgQivfhlkVv7BdIfkg" alt=""><figcaption></figcaption></figure>

### 3. Create a building mass

* Draw a building mass in millimeters.

{% hint style="info" %}
For precise calculations, each building mass on a site should be uploaded as a **single, unified mass**.

* If you are modeling using separate blocks for stories, use the **`BooleanUnion`** command to create a single mass prior to uploading.
  {% endhint %}

<figure><img src="/files/3n8F6eUkK2mDaA95GP16" alt=""><figcaption></figcaption></figure>

### 4. Assign geometry to Finch Layers

* Place the volume onto the **`building mass`** layer, multiple masses go on the same layer together.

<figure><img src="/files/R2FbIc0OKsfiR6ppwCs8" alt=""><figcaption></figcaption></figure>

### 5. Add grid lines (optional)

* Activate the **`grid lines`** layer.
* Place polylines on the bottom of the building.

{% hint style="warning" %}
You can snap to gridlines while editing or while generating around a custom core.
{% endhint %}

{% hint style="info" %}
When generating a floor plate, slide the **`Grid Lines`** weight fully to the right to prioritize it.
{% endhint %}

### 6. Sync project

* **`Sync`** to upload the building mass.
* Once the sync is complete, the Rhino model will display floors and a data tag within the Rhino mass and the building will appear inside of Finch.

<figure><img src="/files/QvIhksyiKaPWTQPeXIAo" alt=""><figcaption></figcaption></figure>

### Video Tutorial

{% embed url="<https://youtu.be/H3Oy18z7KfE?feature=shared>" %}

***


# All about Rhino

Everything you need to know about the Rhino-Finch Plug-in

## Finch Layers in Rhino

#### Layer Structure

When you load a Finch project in Rhino, the layer structure for exchanging geometry is automatically imported as well. Make sure to place your geometry on the right layers for Finch to recognize and import everything correctly.

{% hint style="warning" %} <kbd>**Finch**</kbd> acts as the **parent layer** and should be left empty.
{% endhint %}

Below is an overview of the layer structure used:

<table><thead><tr><th width="201.1717529296875">Layer name</th><th>Description</th></tr></thead><tbody><tr><td><strong>building mass</strong></td><td>Stores <strong>closed</strong> building masses (mesh, polysrf, extrusion, brep)</td></tr><tr><td>centerline</td><td>Stores lines which controls the placement of generated corridors.</td></tr><tr><td>grid lines</td><td>Stores multiple <strong>open polylines</strong> that affect the Custom Core algorithm</td></tr><tr><td><strong>building interior block</strong></td><td>Interior parent layer, empty</td></tr><tr><td>programs</td><td>Stores interior program data / geometry</td></tr><tr><td>structure</td><td>Stores interior structural data / geometry</td></tr><tr><td><strong>custom geometry</strong></td><td>Stores custom geometry in sub-layers used for <a href="/pages/RZYAyjw9cFDUuY991lo0">context</a></td></tr></tbody></table>

{% hint style="info" %}
**Overwriting Layer Geometry**

When a different Finch variant is loaded into Rhino, the previous geometry in the Finch layers is overwritten and replaced with the new geometry. The sync does not affect any geometry outside of the **`Finch`** parent layer.
{% endhint %}

## Building Location

{% hint style="info" %}
Try to keep your building within **1 kilometer** of the Rhino origin point. Use the Rhino command **`What`** to find the xyz coordinates of your geometry.
{% endhint %}

## Updating the plug-in

{% hint style="info" %}
**Issues with updating the plug-in?**

Rhino package manager has issues with updating plug-ins. If your plug-in version hasn't updated after restarting Rhino try the following:

* Uninstall the Finch Plug-in
* Restart Rhino
* Install the newest version of the Finch plug-in
* Restart Rhino

The update notification can be toggled on/off under the advanced tab of the plug-in.
{% endhint %}

## Plug-in settings

#### Auto-receive changes

If **`Auto receive changes from web app`** is checked, any updates made in Finch will be automatically synced to Rhino. If it is not checked, after working in the web app the Rhino file will need to be synced before making any further edits in Rhino. Otherwise, the Finch and Rhino versions of the project will contain different data and the user will be prompted to choose which version to override when syncing new changes.

<figure><img src="/files/iWKJSxF5qsrrbr0hQxtz" alt=""><figcaption></figcaption></figure>

## Centerline Positioning

If you are uploading or adding a centerline, be sure that it is one joined line that does not intersect itself or stick outside of the building.

<figure><img src="/files/YvN5IrdK0uGSCRbznlka" alt=""><figcaption></figcaption></figure>

## Override geometry check

{% hint style="info" %}
If you are having trouble downloading geometry from finch to rhino containing invalid geometry, try holding down Ctrl while pressing **`Sync`** to override the geometry check.
{% endhint %}

***


# Add context geometry

Add surrounding buildings, facade details, balconies, nature, etc.

### 1. Load your variant

* Select your variant from the **`Variant`** drop-down menu and **`Load`**.

<figure><img src="/files/pS1yAATN98sOYYtTKm5l" alt=""><figcaption></figcaption></figure>

### 2. Create custom geometry sub-layers

* Create sub-layers inside of the **`custom geometry`** layer to create display groups with individual display colors and visibility toggles in the web app.
* Once you have placed your geometry on the correct layers, hit **`Sync`** to send it to the web app.

<figure><img src="/files/ZTkUCNPrtUBrm9odIy8A" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Finch displays only the first level of sub-layers:

> `custom geometry`
>
> > **`context buildings`** *(this layer will be displayed)*
> >
> > > `office`
> > >
> > > `apartments`

* In this case, Finch will display the layer **`context buildings`** as a group containing `office` and `apartments`.
* This feature can be used to show geometries with complexity, such as a building with facade detailing and windows, as one object group with multiple colors.
  {% endhint %}

{% hint style="info" %}
The display color in Finch is controlled by the layer color in Rhino. If you want green plants and white context buildings, set the **`plants`** sub-layer to green and the **`context buildings`** sub-layer to white.
{% endhint %}

### 3. Toggle visibility in Finch

* In Finch, toggle the visibility of custom geometry in the **`Right Panel`**.

<figure><img src="/files/yOOKoLp3YbuCXfjhXqk3" alt=""><figcaption></figcaption></figure>

***


# Grasshopper - Upload

{% embed url="<https://youtu.be/6VPdpK4AEo4>" %}

### 1. Connect to a Finch variant

* Create a button and panels with the desired project and variant name.
* Drop a **`Finch`** component onto the canvas and connect the panels and button into their respective inputs.

<figure><img src="/files/zT4rHKA8CN2BtGVsfUbs" alt=""><figcaption></figcaption></figure>

### 2. Upload a Building Mass

* Drop the **`Upload Building Mass`** component and input your building mass geometry into the respective input.
* Connect the **`Finch Data`** and use a **`button`**&#x74;o send it up to Finch.

<figure><img src="/files/4i74xiqcWDXk9AVstYXC" alt=""><figcaption></figcaption></figure>

### 3. Upload grid lines (optional)

* Drop the **`Upload Grid Lines`** component and input your grid lines into the respective input.
* Connect the **`Finch Data`** and use a **`button`**&#x74;o send it up to Finch.

<figure><img src="/files/3tXhcYxLKtgKTO8JCTg2" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
You can snap to gridlines while editing.
{% endhint %}


# Grasshopper - Download data

{% embed url="<https://youtu.be/6VPdpK4AEo4>" %}

### 1. Connect to a Finch variant

* Create a button and panels with the desired project and variant name.
* Drop a **`Finch`** component onto the canvas and connect the panels and button into their respective inputs.

<figure><img src="/files/coyxddk4ZzCC64mpv2Qz" alt=""><figcaption></figcaption></figure>

### 2. Load your Finch Data

* Drop the **`building`** component onto the canvas and connect the **`Finch Data`** output to the respective input.

<figure><img src="/files/ULzefXc5jqu4BSKNkrBh" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Check out the **Hierarchy** tab to find all of the components for downloading different types of Finch data, such as the floor plate layout (**`units`**) or the apartment unit plans (**`spaces`**).
{% endhint %}

<figure><img src="/files/iYF1SbZrugA9YTKod0g4" alt=""><figcaption></figcaption></figure>

### 3. Work further with the data in Grasshopper

{% hint style="success" %}
The following gifs show an example of how you can use the Finch data to create detailed models in Grasshopper.
{% endhint %}

<figure><img src="/files/a6pKiKQw8yd03TVlcfS7" alt=""><figcaption><p>Extrude the surfaces according to the story height in Finch</p></figcaption></figure>

<figure><img src="/files/N4Uaup3LutfmC7F0S1Gg" alt=""><figcaption><p>Input the colors used in Finch into your custom preview</p></figcaption></figure>

<figure><img src="/files/eGlTJBnqvtOlIWz7DjRm" alt=""><figcaption><p>Subtract the slab thickness (500mm) from the story height.</p></figcaption></figure>

### 4. Switch between NIA and GFA

* Right click on the component to switch between NIA (wall area subtracted) or GFA (wall area included).

<figure><img src="/files/f3Fd6JdaJw6F3fC3voIj" alt=""><figcaption></figcaption></figure>


# Grasshopper - Advanced

### Connect to Ladybug

{% embed url="<https://youtu.be/6IB1Q_2sDLM>" %}

{% file src="/files/YyMIX5SBSkGeZHP08XcA" %}

{% embed url="<https://youtu.be/t6wrAfzMfpk>" %}

{% file src="/files/VvXU35MLRZXjCr0EHsP4" %}

{% file src="/files/wzO4OG0sDlzR1S2FE9lL" %}


# Revit

### 1. Create your first project in Finch

* Navigate to the **`Projects`** page on the web-app and select **`Create New`**. Give your project a name, and hit **`OK`**.

<figure><img src="/files/p2vbGtoD9Iaoab0pDksE" alt=""><figcaption></figcaption></figure>

### 2. Load the project into Revit

* Switch over to Revit and open the Finch plug-in, and select your new project and variant from the drop-down menus under the **`Project`** tab.

<figure><img src="/files/ybHMptzBCFRPKbCYT0QE" alt=""><figcaption></figcaption></figure>

### 3. Create a building mass

* Create a Revit mass

{% hint style="info" %}
Finch accepts **mass families**. Objects that are in the same mass will be boolean unioned upon upload. Check the **`Massing`** tab in the Finch plug-in to see how many Finch valid masses you have in your file.
{% endhint %}

<figure><img src="/files/qKGFEriGZR2MnEsGBVM5" alt=""><figcaption></figcaption></figure>

### 4. Add grid lines (optional)

* In the Finch plug-in, add gridlines using the Revit grid tool.

{% hint style="warning" %}
You can snap to gridlines while editing or while generating around a custom core.
{% endhint %}

{% hint style="info" %}
When generating a floor plate, slide the **`Grid Lines`** weight fully to the right to prioritize it.
{% endhint %}

### 5. Upload

* In the Finch plug-in, select **`Massing`**.
* Check **`Active in view`** to only upload geometry that is visible in the current view.
* Select **`Upload Massing`**.
* The plug-in will display **`Uploading Mass Finished`** once the mass has been uploaded.

{% hint style="info" %}
If you want to learn how to upload multiple masses, you can read our guide on it here: <https://docs.finch3d.com/first-steps/upload-your-first-building-revit/all-about-revit>
{% endhint %}

<figure><img src="/files/aKZZLyag4IgG3fBPe2Fv" alt=""><figcaption></figcaption></figure>

### Video Tutorial

{% embed url="<https://youtu.be/Q7T3o7kzHgA?feature=shared>" %}

***


# All about Revit

Plug-in Structure

<table><thead><tr><th width="113">Tab</th><th width="200">Name</th><th>Purpose</th></tr></thead><tbody><tr><td>Massing</td><td>Upload Massing</td><td>Upload closed revit mass families</td></tr><tr><td>Bim</td><td>Download BIM</td><td>Download your generated Finch project as a BIM model</td></tr></tbody></table>

{% hint style="info" %}
**Overwriting Layer Geometry**

When uploading geometry to a Finch variant, geometry of the same type (new centerline will replace old centerline) within the variant will be overwritten with the new geometry. You will get a warning before uploading to a variant that is not empty.
{% endhint %}

### Geometry Types

Finch accepts **closed Revit masses**- meaning anything that lives inside of the **mass family**. Multiple objects inside of one mass will be boolean unioned together, so Finch will view them as one building.

{% hint style="warning" %}
In order for Finch to read your masses correctly, draw all parts of your building in one mass, so that is unioned together upon upload. Geometries that are not in the same mass group will not be unioned into one building, even if they are intersecting.
{% endhint %}

### The Revit- Finch Connection

The Revit-Finch integration works differently from the Rhino integration. While the Rhino integration is a live continuous sync, the Revit integration is **uni-directional**- meaning that you upload an **empty** mass, generate and work with the interior in Finch, and once ready to move to the next stage, **download a BIM model**.

{% hint style="info" %}
Changes made in Revit to the downloaded BIM model cannot be uploaded back to Finch- only empty masses are accepted. Thus it is advised to make any changes in Finch, and re-download the BIM model into Revit as needed.
{% endhint %}

### Centerline Positioning

If you are uploading a centerline, be sure that it is one joined line that does not intersect itself or stick outside of the building.

{% hint style="warning" %}
The model line must have the **`centerline`** line style applied to be sent up to Finch.
{% endhint %}

<figure><img src="/files/YvN5IrdK0uGSCRbznlka" alt=""><figcaption></figcaption></figure>

### Uploading multiple masses

If you are uploading multiple masses from Revit into Finch and want to control which ones are recognized as individual buildings and which ones who are joined together, you do so by changing the masses group name in the pop-up window that comes up after pressing "upload massing" in the Finch plug-in, visualised in these 4 steps below:

#### 1. Create your massing in Revit and press "upload massing" in the Finch plug-in.

<figure><img src="/files/tQf0tBSx0xLcmCU0UyMK" alt=""><figcaption></figcaption></figure>

#### 2. Decide on which masses you want Finch to recognize as one building.

<figure><img src="/files/nqs57TJL3HgmkOJIfOGb" alt=""><figcaption></figcaption></figure>

#### 3. Change the "Group" for the masses that should be joined together and press "Upload Building Mass".

<figure><img src="/files/NsitPfKoMSezv48Z9q9m" alt=""><figcaption><p>Here we have changed "Mass 2" Group from F1 to F0 in order to merge it with Mass 1.</p></figcaption></figure>

#### 4. Finch now recognizes the massing in the same group as one building and different groups as individual buildings.

<figure><img src="/files/cc1ivKysta9FO4lXWS4b" alt=""><figcaption></figcaption></figure>


# Forma

By using the Finch extension in Forma, you are able to bring over your building volumes and their context to Finch.

### 1. Create your first project in Finch

* Navigate to the **`Projects`** page in the web-app and select **`Create New`**. Give your project a name and hit **`OK`**.

<figure><img src="/files/p2vbGtoD9Iaoab0pDksE" alt=""><figcaption></figcaption></figure>

### 2. Switch over to Forma and install the Finch extension

* Enter your project in Forma. Under the **`Extensions`** category on the left-hand menu, click **`+Add Extension`** . This will open the Autodesk App Store.
* In the App Store, search for **`Finch`** in the **`Search Bar`** in the top left corner or browse the extension library. Select the extension and **`Add`** it to the project.
* Agree to the Terms and Conditions and close the App Store to go back to your Forma project.

{% hint style="info" %}
The extension will need to be added again for every new project that you intend to send to Finch.
{% endhint %}

### 3. Send your project to Finch

* Under the **`Extensions`** category on the left-hand menu, open the **`Finch`** extension.
* Sign in with your Finch account.
* Select the project and variant that you want to upload to and click **`Send to Finch`** .
* When the process is complete, an **`Upload successful`** popup will appear in the bottom-left corner. Click on **`Open variant in Finch`**. This will open your Finch project in a new tab in your browser.

{% hint style="info" %}
Current limitations:

Only building volumes created with **`Basic Buildings`** or **`Line-edited buildings`** can be uploaded as editable volumes in Finch. All other types, such as **`3D Buildings`** and **`Generic Volumes`** will be uploaded into the **`Generic`** layer and be treated as part of the context.
{% endhint %}


# Advanced: Uploading Walls

## Rhino

If your project already has predefined walls, you can upload them directly to Finch from both Rhino and Revit and still make use of **`Adaptive Plan Library`** and **`AI Generate Unit Plan`**.

{% embed url="<https://www.youtube.com/watch?ab_channel=Finch&v=og_Xr4MP_E4>" %}

{% hint style="danger" %}
Remember to upload only the mass first. Make sure the geometry is one closed polysurface.
{% endhint %}

{% hint style="info" %}
Walls are represented by their centerlines and can be created from lines or polylines. The Z-height of walls in Rhino is not used, since story heights are managed directly in Finch. Walls will appear in the story that corresponds to the layer they are placed on.
{% endhint %}

## Revit

### 1. Upload a mass

* Upload a mass to Finch, find instructions [here](/docs/first-steps/revit)

<div align="left" data-full-width="false"><figure><img src="/files/jqiTZs9p1XldvMWfJZom" alt=""><figcaption></figcaption></figure></div>

### 2. Load Story Walls

* Click **`Load Story Walls`** in the Finch Add-in
* This will add Finch wall families and levels to the file

<figure><img src="/files/uYiKJb21mBx55mhXJ7kD" alt=""><figcaption></figcaption></figure>

### 3. Draw new walls

* Enter a Finch Level (ex: 0-1)
* Click **`Add Story Wall`** and draw walls

<figure><img src="/files/PmsdXGxBfM5yynwXdOik" alt=""><figcaption></figcaption></figure>

### 4. Pre-existing walls

{% hint style="success" %}
You can also upload walls that are already in your file by changing their family type and level.
{% endhint %}

* Select the walls, and change them to the Finch Story wall family and Finch level (ex Level 0-1)

### 5. Upload to Finch

* Once all the walls are in place, click **`Upload Story Walls`** and head to Finch to begin working with the plans.


# Projects & Variants


# Iterate with variants

### 1. Duplicate Variant

{% hint style="info" %}
You can use variants to make multiple design proposals within the same project- this means that they will share all data customization and can be compared for different metrics and performance.
{% endhint %}

* Exit the **`Massing Studio`** by double clicking outside of the building.
* Select **`Duplicate Variant`** and input a name, hit **`OK`**.

<figure><img src="/files/T88wSZ2khlmBdNFAkBNL" alt=""><figcaption></figcaption></figure>

### 2. Create New Variant

{% hint style="info" %}
Creating a new variant gives you a blank canvas- if you want to have your custom geometry in your new variant, duplicate it instead and delete the building in Rhino.
{% endhint %}

* Head out to the project overview by clicking on the **`Finch Logo`** in the upper left corner.
* Here you can find an overview of all variants within your Project.
* Select **`Create New Variant`** and enter a name, hit **`OK`**.

<figure><img src="/files/xltnNanuLWyZTjG8n94D" alt=""><figcaption></figcaption></figure>

### 3. Edit and sync your new variants

* In Rhino, **`Load`** your new variant from the **`Variants`** drop-down menu. Edit the existing mass or add a new mass, and **`Sync`**.

<div data-full-width="false"><figure><img src="/files/3veqm7ibi1EFxfm5fTm6" alt=""><figcaption></figcaption></figure></div>

### 4. Set a camera, thumbnail, and sun location

* In the **`Display`** tab of the **`Right Panel`**, toggle the **`Sun`**. Set a location when prompted and use the sliders to visualize specific dates and times.

<figure><img src="/files/2t61gO1rSfIrEfLwd5xU" alt=""><figcaption></figcaption></figure>

* In the **`Display`** tab of the **`Right Panel`**, select **`Set current view as camera`** to save a view across all variants in a project. This allows you to have thumbnails from the same view.
* In the **`Export`** tab of the **`Right Panel`**, select **`Set current view as thumbnail`** to set a thumbnail.

<figure><img src="/files/CUSQBnSUrc4jTWtFxmFn" alt=""><figcaption></figcaption></figure>

### 5. Navigate between variants

* In Finch **`Exterior View`**, all variants are listed on the **`Left Panel`**.
* Hover and select the different variants to see the **`Key Figures`** and compare them.

{% hint style="info" %}
In the **`Right Panel`**, toggle the **`Parallel Axis Diagram`** to compare the different variant's data.
{% endhint %}

<figure><img src="/files/JpJ4xhEyhqNAsCV2xEmK" alt=""><figcaption></figcaption></figure>

***


# Tools & Commands

### Video Tutorial: Editing

{% embed url="<https://youtu.be/pg3ep3tdfjM?feature=shared>" %}

### Mirror

* Select the walls you would like to mirror.
* On the context menu, click the **`Mirror`** icon.
* Draw a reflection plane and hit enter.

<figure><img src="/files/XZztmngQ2lsTZS6rYjKn" alt=""><figcaption></figcaption></figure>

### Smart Rotate

* Select the walls you would like to smart rotate.
* Drag the walls (hold **`Alt`** to copy) from the desired base point to the new base facade.
* The walls will rotate to remain perpendicular to the facade wall.

<figure><img src="/files/JasP2VE5jnZlPT2wujnp" alt=""><figcaption><p>Smart rotate combined with copy</p></figcaption></figure>

{% hint style="info" %}
The base point must be snapped to either the inside or outside of the facade wall.
{% endhint %}

<figure><img src="/files/lALtZppZpjiiwdbZOmzq" alt=""><figcaption><p>Smart rotate</p></figcaption></figure>

### Dimensions

* Toggle dimensions using shortcut (**`d`**).

<figure><img src="/files/4dj7nlXFE6TtKViry6or" alt=""><figcaption></figcaption></figure>

### Walls and Dividers

* Select the wall tool (**`w`**) or space divider tool (**`s`**).
* Click to make your first point, type in a distance (mm) or drag the cursor to the end point, and click again.
* Press **`enter`** to complete the line.

<figure><img src="/files/sLGbDsZzfhnsbq0VNzwV" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Hold shift while drawing to align to other points.
{% endhint %}

<figure><img src="/files/qD0FlC7n0XIYSkefxGH2" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Draw on multiple floors at once by selecting them in the HUD.
{% endhint %}

### Doors

* Select the door tool (**`t`**) and place a door.
* In the context menu, change the door style in the drop down menu.
* Change the door width by inputting a new value in the text box.
* Use the arrow keys to flip and rotate the door position.

<figure><img src="/files/BN8a7WGcWNv5aOjVdXaD" alt=""><figcaption></figcaption></figure>

### Selection Modes

**Point**

* Select an end point of wall and drag it, inputting a distance to snap to dimensions. The other wall end point will remain in place.

<figure><img src="/files/e2k0nBdkhw2K0uTzYSsp" alt=""><figcaption></figcaption></figure>

**Wall**

* Click once on a wall to select it, holding shift to select multiple. Dragging the selected wall(s) will also move any connecting end points of surrounding walls.

<figure><img src="/files/KnZjj556IQOsgRzizxbA" alt=""><figcaption></figcaption></figure>

**Group**

* Double-click on a wall to select all the connected walls as a group.

<figure><img src="/files/ZuUoRio1mVqnYCUY0Srj" alt=""><figcaption></figcaption></figure>


# Keyboard shortcuts

## General shortcuts

#### Common

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>Esc</kbd></td><td valign="top">Cancel, exit, clear selection</td></tr><tr><td valign="top"><kbd>Enter</kbd></td><td valign="top">Confirm, enter</td></tr><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>Z</kbd></td><td valign="top">Undo</td></tr><tr><td valign="top"><p><kbd>Ctrl/⌘</kbd> + <kbd>Shift</kbd> + <kbd>Z</kbd></p><p><kbd>Ctrl/⌘</kbd> + <kbd>Y</kbd></p></td><td valign="top">Redo</td></tr><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>C</kbd></td><td valign="top">Copy</td></tr><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>X</kbd></td><td valign="top">Cut</td></tr><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>V</kbd></td><td valign="top">Paste</td></tr></tbody></table>

#### Selecting

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Drag left to right</td><td valign="top">Window selection</td></tr><tr><td valign="top">Drag right to left</td><td valign="top">Crossing selection</td></tr><tr><td valign="top"><kbd>Shift</kbd> + <kbd>Click</kbd></td><td valign="top">Hold to add to selection</td></tr><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>Shift</kbd> + <kbd>Click</kbd></td><td valign="top">Hold to remove from selection</td></tr><tr><td valign="top"><kbd>Double click</kbd></td><td valign="top">Select connected</td></tr><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>A</kbd></td><td valign="top">Select all</td></tr><tr><td valign="top"><kbd>Esc</kbd></td><td valign="top">Clear selection</td></tr><tr><td valign="top"><kbd>Backspace</kbd> / <kbd>Delete</kbd></td><td valign="top">Delete selection</td></tr></tbody></table>

#### Drawing

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>Shift</kbd></td><td valign="top">Hold to lock direction</td></tr><tr><td valign="top"><kbd>Backspace</kbd></td><td valign="top">Delete the last point</td></tr></tbody></table>

#### Editing

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>M</kbd></td><td valign="top">Move</td></tr><tr><td valign="top"><kbd>C</kbd></td><td valign="top">Copy</td></tr><tr><td valign="top"><kbd>Shift</kbd> + <kbd>M</kbd> (<kbd>C</kbd> Copy)</td><td valign="top">Mirror</td></tr><tr><td valign="top"><kbd>R</kbd> (<kbd>C</kbd> Copy)</td><td valign="top">Rotate</td></tr><tr><td valign="top"><kbd>A</kbd></td><td valign="top">Align</td></tr><tr><td valign="top"><kbd>Shift</kbd> + <kbd>A</kbd></td><td valign="top">Array</td></tr><tr><td valign="top"><kbd>↑</kbd> / <kbd>↓</kbd></td><td valign="top">Mirror doors/objects</td></tr><tr><td valign="top"><kbd>←</kbd> / <kbd>→</kbd></td><td valign="top">Rotate doors/objects</td></tr><tr><td valign="top"><kbd>Alt</kbd> + Drag</td><td valign="top">Copy</td></tr></tbody></table>

## Project View

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>P</kbd></td><td valign="top">Open command line</td></tr></tbody></table>

#### Tools

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>V</kbd></td><td valign="top">Select</td></tr><tr><td valign="top"><kbd>W</kbd></td><td valign="top">Draw walls</td></tr><tr><td valign="top"><kbd>S</kbd></td><td valign="top">Draw separators</td></tr><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>Shift</kbd> + <kbd>M</kbd></td><td valign="top">Measure</td></tr><tr><td valign="top"><kbd>P</kbd></td><td valign="top">Change unit pivot</td></tr></tbody></table>

#### Generating

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>S</kbd></td><td valign="top">Stairwell attractor</td></tr><tr><td valign="top"><kbd>P</kbd></td><td valign="top">Score chart</td></tr><tr><td valign="top"><kbd>Space</kbd></td><td valign="top">Pause/resume iteration</td></tr></tbody></table>

#### Visibility

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>D</kbd></td><td valign="top">Toggle dimensions</td></tr><tr><td valign="top"><kbd>L</kbd></td><td valign="top">Toggle unit/space labels</td></tr><tr><td valign="top"><kbd>G</kbd></td><td valign="top">Toggle grid lines</td></tr><tr><td valign="top"><kbd>B</kbd></td><td valign="top">Accessibility bounds (Unit plan view)</td></tr></tbody></table>

## Plan Editor

#### Tools

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>V</kbd></td><td valign="top">Select</td></tr><tr><td valign="top"><kbd>W</kbd></td><td valign="top">Draw walls</td></tr><tr><td valign="top"><kbd>S</kbd></td><td valign="top">Draw separators</td></tr><tr><td valign="top"><kbd>Ctrl/⌘</kbd> + <kbd>Shift</kbd> + <kbd>M</kbd></td><td valign="top">Measure</td></tr><tr><td valign="top"><kbd>B</kbd></td><td valign="top">Edit bounds</td></tr><tr><td valign="top"><kbd>T</kbd></td><td valign="top">Place doors</td></tr><tr><td valign="top"><kbd>O</kbd></td><td valign="top">Place objects</td></tr><tr><td valign="top"><kbd>Shift</kbd> + <kbd>C</kbd></td><td valign="top">Edit constraints</td></tr><tr><td valign="top"><kbd>Shift</kbd> + <kbd>S</kbd></td><td valign="top">Preview stretch</td></tr><tr><td valign="top"><kbd>P</kbd></td><td valign="top">Scale background (from background tab)</td></tr></tbody></table>

#### Visibility

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><kbd>D</kbd></td><td valign="top">Toggle dimensions</td></tr><tr><td valign="top"><kbd>L</kbd></td><td valign="top">Toggle unit/space labels</td></tr><tr><td valign="top"><kbd>I</kbd></td><td valign="top">Toggle background</td></tr></tbody></table>

***


# Massing Studio


# Customize your mass

You've gotten your building into Finch- now what?

### 1. Set story heights

{% hint style="info" %}
Story heights are controlled directly inside of Finch
{% endhint %}

* In the **`Massing Studio`**, select a story in the building (hold shift to select a range, hold Ctrl to select multiple specific stories).
* The value in the center of the context menu (3000 mm) is the default story height. Fill in a new height for the selected stories, and the remainder will be calculated and added to the top floor.
* The **`Story Height`** accordion menu on the right panel displays the different story heights and quantities within the building.

<figure><img src="/files/tjK2UmVsENZK5E8d6dBB" alt=""><figcaption></figcaption></figure>

### 2. Set wall widths

* Navigate to the **Outer Walls** menu at the bottom of the right panel.
* Input your desired outer wall width and press **`enter`**.

<figure><img src="/files/OChzy8aKK5wPi9ohmUYt" alt=""><figcaption></figcaption></figure>

### 3. Assign programs

{% hint style="info" %}
Programs allow for detailed and customized massing calculations while also providing an overview visualization of the building’s makeup.
{% endhint %}

* Select a range of stories and hit **`Assign Program`**, choose one of the presets or select **`Create new program`**.
* Enter a name, select a color and hit **`OK`**.

<figure><img src="/files/E3xAOV9P5bohMYytZ3E5" alt=""><figcaption></figcaption></figure>

***


# Calculate Data

You've gotten your building into Finch- now what?

### 1. Get data calculations

{% hint style="info" %}
Finch Key Figures calculate the hard data of design restrictions to allow for an early understanding of a design’s parameters. Massing data is displayed on the right side of the screen, and can be minimized by clicking directly on the key figures. Data is updated in real time and can be affected by building mass, story heights, wall thickness and program exclusion.
{% endhint %}

<figure><img src="/files/WotltTyK8UWfxmf1lwmv" alt=""><figcaption></figcaption></figure>

#### Key Figures Metrics

The left side of the screen displays the project's key figures: GFA, GIA, NIA, and UFA. These measurements provide a comprehensive overview of the building’s total, internal, and usable spaces, aiding in planning and analysis.

<details>

<summary><strong>GFA (Gross Floor Area)</strong></summary>

The Gross Floor Area figure displays the total floor area in the building and the division of GFA according to program.

</details>

<details>

<summary><strong>GIA (Gross Internal Area)</strong></summary>

The GIA displays the GFA with the outer walls of the mass removed.

</details>

<details>

<summary><strong>NIA (Net Internal Area)</strong></summary>

The Net Internal Area figure displays the percentage of NIA out of the GFA. Changing the wall thickness will affect the NIA. Net Internal Area is the usable area within a building measured to the internal face of the perimeter walls at each floor level.

</details>

<details>

<summary><strong>UFA (Usable Floor Area)</strong></summary>

UFA displays the areas of all the rooms / spaces in the building, measured to the external face of the wall.

</details>

<details>

<summary><strong>Excluding Programs from Key Figures</strong></summary>

Programs can be excluded from the NIA and GFA by toggling on “Exclude from NIA / GFA” in the program editor. This will remove the program from the NIA / GFA calculations.

</details>

### 2. Assign custom properties

{% hint style="info" %}
Custom Properties allow architects to create their own data calculations, such as budget or emissions.
{% endhint %}

* Right-click on a program in the **`Programs`** accordion, and select **`Edit`**.
* In the program editor, select **`Add property`**.
* Set a value, relate it to the NIA or GFA, and set a unit.

{% hint style="success" %}
**`Residential Budget`** example: (1500, NIA, € = €1500 per sqm NIA)

**`Residential Emissions`** example: (70, GFA, kg CO2e = 70 kg CO2e per sqm GFA)
{% endhint %}

* Under the **`GFA`** drop down menu in the right panel Programs accordion, find and select the new custom property to display the data.

<figure><img src="/files/vSZaiekvPGXaBPIiFW67" alt=""><figcaption></figcaption></figure>

### 3. Edit your building in Rhino

{% hint style="info" %}
Not quite met your GFA targets, or want to test adding another floor? It's quicker than ever to make design changes and get instant feedback:
{% endhint %}

* If you have **`Auto receive changes from web app`** turned on in the plug-in, your Rhino model has been syncing with all the changes you have made in the web app.
* Otherwise, **`Sync`** your model and select the web-app version.
* Make changes to your mass; stretch, scale, add another building, etc and **`Sync`**.
* Back in Finch, the data has updated according to the edited building, but all customization and assignment remains.

{% hint style="success" %}
To edit your building mass using Revit, simply upload the edited mass to the same variant to overwrite the current one, or create a new empty variant and upload to it.
{% endhint %}

<figure><img src="/files/im9QJTSmXf9QAHawgVjp" alt=""><figcaption></figcaption></figure>

***


# Story Editor


# Generate Unit Mix & Stairwells

The following process will be broken down into three stages: Generate Story, Generate Units and Editing

## 1: Story Setup and Size Mix Generation

### 1.1 Start Generation Process

* Enter the plan view by double clicking on a story.
* Select the plan and hit **`Generate`** on the context menu. In the dropdown, select **`Unit Mix & Stairwells`**.
* The generation will begin to run.

<figure><img src="/files/vlIMm4UoUHpityV9Ib4L" alt=""><figcaption></figcaption></figure>

### 1.2 Adjust Stairwell Parameters

* Under the **`Filter`** dropdown in the left panel, adjust the **`Number of Stairwells`** and **`Units per Stairwell`**.

{% hint style="info" %}
If you have strict stairwell requirements, be sure to set the stairwell parameters first, as the number of stairwells and units per stairwell affect the overall layout.
{% endhint %}

<figure><img src="/files/VFWgC3PCCjCeRJltncNl" alt=""><figcaption></figcaption></figure>

### 1.3 Input Project Conditions

{% hint style="info" %}
These prerequisites will heavily affect the outcome of the algorithm
{% endhint %}

* The **`Dimensions`** drop down lets you adjust **`Wall width`**, **`Core width`**, **`Core depth`** and **`Corridor width`**.
* The **`Constraints`** drop down lets you define **`Dual aspect size`**, **`Unit width`**, **`Passage width`** and **`Facade story`**.
* The **`Settings`** drop down lets you modify **`Resolution story`** (early-stage precision), **`Resolution units`** (later-stage precision) and **`Size error tolerance`** (accuracy of sizes).

<figure><img src="/files/8UzUvFolYGPUVq9YDeAa" alt=""><figcaption></figcaption></figure>

### 1.4 Input Unit Mix

* Input the desired **`Unit Mix`** in the upper left panel.
* Evaluate **`Unit Mix`** with the information bar at the bottom of the window. **`Size Match`** shows you the total **`Area Difference`**.

{% hint style="info" %}
The **`Area Difference`** reflects how well the mix fits your building. Use this to adjust your unit mix for optimal results. Influencing factors include: building mass shape, unit mix, story weights and settings.
{% endhint %}

<figure><img src="/files/5NezLlMKOdsMi76FMrve" alt=""><figcaption></figcaption></figure>

### 1.5 Control Algorithm Metrics

{% hint style="info" %}
At this stage the weights are primarily focused on adjusting the mix. More precise adjustments (daylight, squareness and size) can be made later.
{% endhint %}

* Under the **`Story Weights`** dropdown in the left panel, interact with the weights to prioritize specific metrics.
* Metrics with their sliders further to the right will be prioritized.

<figure><img src="/files/rZhjvtQEtmeVeMUeNElR" alt=""><figcaption></figcaption></figure>

### 1.6 Fine-tune Segmentation

* **`Fine-tune story`** by selecting the option in the header to optimize your results.
* The algorithm will optimize the layout, combining area differences into one section to prioritize size accuracy in as many apartments as possible.

<figure><img src="/files/TdRyZGEa9KLZ7rYFVMlX" alt=""><figcaption></figcaption></figure>

## 2. Generate Units and Stairwells

### 2.1 Start Generation Process

{% hint style="warning" %}
Letting the algorithm run until it stops itself at each stage will result in more accurate sizes at the end of the process.
{% endhint %}

* Once you are satisfied with the areas, select **`Proceed to units`** in the same header.
* The algorithm will begin generating units and stairwells.
* The display colors in the right panel are inherited from the unit mix set in the left panel. Units receive a color when they match a target size.

{% hint style="info" %}
At this stage, the algorithm will explore multiple preliminary configurations for units and stairwells. Do not worry if the algorithm only hits one or two size targets at this point, the layout is not final, as further fine-tuning will occur before it is actually assigned to the plan.
{% endhint %}

<figure><img src="/files/TQsvHKY4v1z6KfEEXBsx" alt=""><figcaption></figcaption></figure>

### 2.2 Direct Stairwell Positions

* Select **`Stairwell attractors`** in the top banner.
* Choose which facades should be prioritized for stairwell placement.

<figure><img src="/files/mTDGkCiaAYnLnvkr0Uyy" alt=""><figcaption></figcaption></figure>

### 2.3 Control Algorithm Metrics

* Under the **`Unit Weights`** dropdown in the left panel, interact with algorithm weights to prioritize specific metrics.
* Metrics with sliders further to the right will receive higher priority.

<figure><img src="/files/AF0h1gfl7vwV3nCQCjJb" alt=""><figcaption></figcaption></figure>

### 2.4 Fine-tune Units

* **`Fine-tune units`** via the options in the header to optimize results.
* The algorithm will make small adjustments to the units until as many as possible hit their targets.

{% hint style="info" %}
At this stage most apartments should receive a color, indicating that they have hit their targeted sizes.
{% endhint %}

<figure><img src="/files/5epvxVKL2EQOd8ieUTdu" alt=""><figcaption></figcaption></figure>

## 3. Edit and customize

### 3.1 Apply Plan

Once satisfied with the generation, select **`Apply Plan`** in the header to bake it.

<figure><img src="/files/5AFGRX4NR8WPyKtyGaGw" alt=""><figcaption></figcaption></figure>

### 3.2 Edit the results

{% hint style="info" %}
Finch is a complete editing tool. All generated plans can be fully edited and customized.
{% endhint %}

* Drag walls specific distances by typing the distance as you move.
* Change wall widths by selecting a wall and inputting the new wall thickness in the **`Context Menu`**.

<figure><img src="/files/U56qB3nEnYd1p9rrkCHy" alt=""><figcaption></figcaption></figure>

### 3.3 Regenerate

{% hint style="info" %}
Like one half of the floor plate but not the other? Finch can generate in sections!
{% endhint %}

* Delete the unwanted walls and run the algorithm again in the new section.
* Revisit previous steps to further tweak the algorithm.

<figure><img src="/files/SJBV1CKuYSozk4F6mwZD" alt=""><figcaption></figcaption></figure>

***


# Generate Unit Mix & Corridors

### 1. Add a centerline

* Click on the Centerline icon
* Draw a centerline

<figure><img src="/files/vRpzDbK9sdcnUKBbqXgy" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
A centerline controls the placement of Finch generated corridors. It represents the centerline of the corridor itself (if you input a 2m corridor, the corridor will be offset both sides of the centerline by 1m).
{% endhint %}

<figure><img src="/files/YvN5IrdK0uGSCRbznlka" alt=""><figcaption></figcaption></figure>

### 2. Start the generation

* Select the areas you want to generate in (hold shift to select multiple) and hit **`Generate Floor Plate`** on the **`Context Menu`**.
* The generation will begin to run.

<figure><img src="/files/Z5I18aiZQ8TQed2dzTPT" alt=""><figcaption></figcaption></figure>

### 3. Adjust the settings

{% hint style="info" %}
The more iterations that run, the more accurate the result will become.
{% endhint %}

* Input the desired **`Stairwell range`** in the upper left panel.
* Input your **`Maximum egress distances`** to generate according to exit distances.
* Use **Stairwell Attractors** (shortcut S) to control which facade the stairwells face.
* Adjust **`Dimensions`** to customize further.

<figure><img src="/files/oUGV0R4oEVkZFijbfyoW" alt=""><figcaption></figcaption></figure>

### 4. Weights to influence the scoring

{% hint style="info" %}
Users can continously change parameters to interact with the algorithm throughout the generation process.
{% endhint %}

* In the bottom left corner, interact with the algorithm weights to optimize for certain metrics.
* Metrics with their sliders further to the right will be prioritized.

<figure><img src="/files/jk0QeR0Yodg8jTdTMELe" alt=""><figcaption></figcaption></figure>

### 5. Generate units

* Once you are satisifed with the corridor placement, **`pause`** the algorithm and click **`Generate Units`**.
* Follow the instructions on how to [generate around a custom core](https://docs.finch3d.com/floor-plate-studio/generate-unit-mix-around-circulation).

{% content-ref url="/pages/W6veFuxT6AO11gmW9K7M" %}
[Generate Unit Mix around Circulation](/docs/projects-and-variants/story-editor/generate-unit-mix-around-circulation)
{% endcontent-ref %}

<figure><img src="/files/kDrEiDlliNe3Qx4uDM4i" alt=""><figcaption></figcaption></figure>

***


# Generate Unit Mix around Circulation

### 1. Draw a Custom Core (or upload it)

{% embed url="<https://youtu.be/_rqzb0ho17A>" %}

* Enter the story view by double clicking on a story.
* Draw a custom core using the wall tool (k).

{% hint style="info" %}
To move walls specific distances, type in a number (mm) while dragging.

To copy walls specific distances, type in a number (mm) while dragging and then press alt.
{% endhint %}

{% hint style="success" %}
Don't want to draw your core in Finch? [Upload it](https://docs.finch3d.com/overview/new-features#upload-walls) from Rhino or Revit instead.
{% endhint %}

<figure><img src="/files/loeN35ucGDj6VOqRIBjK" alt=""><figcaption><p>Draw and assign the circulation program</p></figcaption></figure>

### 2. Assign a corridor

* Select the custom core, and hit **`Edit Unit`** to enter the unit plan level.
* Draw space types using the wall or space divider tool, and create and assign **`corridor`**, elevator and stair space types.

{% hint style="danger" %}
A **`corridor`** space type is required to run the algorithm around a custom core. Other space types that will block corridor access (such as elevators, stairs, etc) are recommended but not required.
{% endhint %}

<figure><img src="/files/Y4PmhKm4XwhMRm3nPc58" alt=""><figcaption><p>Draw and assign a corridor space type inside of the circulation unit</p></figcaption></figure>

{% hint style="info" %}
The floor plate algorithm uses the **`corridor`** space type to ensure that each apartment has entry access.
{% endhint %}

### 3. Start the generation

{% hint style="danger" %}
A **`corridor`** space type is required to run the algorithm around a custom core.
{% endhint %}

* Select the areas you want to generate in (hold shift to select multiple) and hit **`Generate Floor Plate`** on the **`Context Menu`**.
* The generation will begin to run.

<figure><img src="/files/qavyFI75dXUfaguISFRV" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**By splitting the floor plate into sections by drawing dividing walls before generating, you can have localized control over your unit mix and optimization.**

Need large apartments on the outer facade and smaller apartments optimized for daylight on the inner facade? Split the building into an outer and inner section by drawing walls, and run two generations. Request a large unit mix for the exterior section and a smaller unit mix optimized for facade/floor area ratio (daylight) for the interior section.
{% endhint %}

### 4. Input the Unit Mix

{% hint style="info" %}
The more iterations that run, the more accurate the result will become.
{% endhint %}

* Input the desired **`Unit Mix`** in the upper left panel.
* Check the **`Residential Unit Mix`** accordion menu on the right panel to see if the units are hitting your requirements. Units that are outside of your ranges will be displayed in grey.
* Your **`Residential Unit Mix`** visualization ranges can be edited before, during and after generation.

<figure><img src="/files/MPAbzSZuFptGbJrQfzTo" alt=""><figcaption></figcaption></figure>

### 5. Control which metrics the algorithm prioritizes

{% hint style="info" %}
Users can continously change parameters to interact with the algorithm throughout the generation process.
{% endhint %}

* In the bottom left corner, interact with the algorithm weights to optimize for certain metrics.
* Metrics with their sliders further to the right will be prioritized.

<figure><img src="/files/N0NcenfspJjihbLMKXVY" alt=""><figcaption></figcaption></figure>

### 6. Assign to story

* Once you are satisifed with the generation, **`pause`** the algorithm and hit **`Assign to Story`** to bake it out.

<figure><img src="/files/L2wp0gstfL72LszJ4b37" alt=""><figcaption></figcaption></figure>

### 7. Edit the results

{% hint style="info" %}
Finch is a complete editing tool. All generated plans can be fully edited and customized.
{% endhint %}

* Drag walls specific distances by typing the distance as you move.

<figure><img src="/files/oM9W0F3mzy2dhNCBv6eg" alt=""><figcaption><p>Drag specific distances</p></figcaption></figure>

* Mirror walls using the **`Mirror`** icon (shift+m) that appears when walls are selected.

<figure><img src="/files/o568rEyYiZ5fQgj1TrOl" alt=""><figcaption><p>Mirror</p></figcaption></figure>

* Align walls by dragging and holding shift.

<figure><img src="/files/1MLGgxGSy1Z6TNK2ojkV" alt=""><figcaption><p>Align</p></figcaption></figure>

* Change wall widths by selecting a wall and inputting the new wall thickness in the **`Context Menu`**.

<figure><img src="/files/JheY5xwr4lerAR3fqujO" alt=""><figcaption><p>Change wall widths</p></figcaption></figure>

{% hint style="info" %}
Like one half of the floor plate but not the other? Finch can generate in sections!

Delete the unwanted walls and run the algorithm again in the new section, or draw your own sections using the wall tool.
{% endhint %}

<figure><img src="/files/N9rG8fPHvBVCAzaqvLbc" alt=""><figcaption></figcaption></figure>

***


# Algorithm Theory

## How does the custom core algorithm work?

* The custom core algorithm looks at the shape of your corridor, and tries to find natural connecting lines to the facade walls of your building. It also checks to make sure that each apartment has access to a corridor within your circulation core, and is not only connecting to the elevator or stairs.
* The algorithm will try to hit the unit sizes and ratio you have requested through out the whole building. There will usually be one apartment "left over/ sacrificed" that is too big or too small, due to the mathematical division of areas. It is up to you as the architect to further edit and refine.

<figure><img src="/files/S25SL3D72Blz91PHRDwa" alt=""><figcaption></figcaption></figure>

## How does the blank slate (beta) algorithm work?

* The generate stairwells from scratch algorithm divides your building up into "buckets" of stairwells and apartments. If you request 3 stairwells, you will have 3 buckets.
* Within each of these buckets, the algorithm will try to hit the unit sizes and ratio that you have requested.

<div data-full-width="false"><figure><img src="/files/vlZGv4vS6Zex5BPJkQHw" alt=""><figcaption></figcaption></figure></div>

## How do the weights / scoring work?

Each iteration is scored for how well it hits certain metrics after inputting "non-negotiable" variables.

Non-negotiables are requirements applied right out of the gate before the scoring takes affect, such as circulation entrance access, minimum width, and stairwell count.

After hitting the non-negotiables, the user can then influence the direction that the algorithm iterates. By changing the weights, the user can tell the algorithm what is important and what is less so. This process can be described as making trade-offs.

For example, if you would like to hit the unit sizes exactly, you can increase that weight, but that may result in a less accurate ratio or slightly worse daylight access.

{% hint style="info" %}
**`Iteration A`**\
Scoring with Unit Size prioritized

Unit size score = 4 (x3 multiplier due to weights)\
Daylight score = 4

Ratio score = 3\
**Total score = 19**

**`Iteration B`**

Scoring with equal priortization

Unit size score = 3\
Daylight score = 6

Ratio score = 5\
**Total score = 13**

**`Iteration A would be selected due to the priority multiplier.`**
{% endhint %}

Moving all weights to the highest priority is the same as having them all at the lowest- they will be scored equally.


# Unit Editor


# Adaptive Plan Library

How to build and customize your adaptive plan library.

<figure><img src="/files/NVtO65KT93meKIC52NMp" alt=""><figcaption><p>Finch can take a single plan from your library and use it in 1000 new shapes, all while maintaining your regulations.</p></figcaption></figure>

{% embed url="<https://youtu.be/CNUt3eXSvu4>" %}

### 1. Build your Adaptive Plan Library

* Draw a unit plan in your project.
* The plan can be saved as a new plan to your Adaptive Plan Library by selecting **`Save to Library`** at the bottom of the right panel.

<figure><img src="/files/3Zb7MbNawJjEPxdtJa5u" alt=""><figcaption></figcaption></figure>

### 2. Adhere to regulations with constraints

* Navigate to your plan library by clicking on **`Plans`** in the upper menu.
* Select the desired plan in your library and edit it.
* Select **`stretch preview (shift + s)`** and drag the bounds of the plan to see how it will be stretched or shrunken.
* Select the **`constraints (shift + c)`** button and click on walls that you want to lock, turning them red.
  * Click on walls twice to add an **`extendable constraint`**, where the wall can stretch but not shrink. This can be ideal for doorways, or rooms with a minimum width.
* Select the stretch preview again to see how the locked walls no longer stretch with the rest of the plan.

<figure><img src="/files/R3yjrYZwU3ukuRpG7g63" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Enterprise Users:** This plan is included in your organization's dataset, and will be included in future **`Generate Plan`** result batches.
{% endhint %}

{% hint style="info" %}
**Basic & Enterprise Users:** This plan will now appear as a result when you **`Generate - Scan my library`**
{% endhint %}


# Assign Adaptive Plans

Adapt plans for new scenarios or paste existing plans.

{% embed url="<https://youtu.be/nuefwUxdUlU>" %}

### 1. Find Adaptive Plan

* In the story level, right click on the desired unit(s)
* Select **`Floor Plan - Scan my library`**
* Search through the results, or type in your plan name if you have a specific plan in mind.
* Select the plan from the results to assign it.

<figure><img src="/files/NlGYCSqDdZBC8WJ41N9y" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Work with multiple **identical** units at once by selecting a group under the **`Unique Units`** data drawer.
{% endhint %}

<figure><img src="/files/QYFYqrym1u6SkQDjjLdi" alt=""><figcaption><p>To mirror and rotate your assigned plans, use the <strong><code>Pivot tool (P)</code></strong> and rotate/mirror your plan according to your preference.</p></figcaption></figure>

{% embed url="<https://youtu.be/v8-WE-toW_U>" %}

### 2. How to understand Adaptive Plan results

* You can either search for a plan by name or explore the results that pop up automatically.
* Each plan will have an **`Adaptivity Score`**, which represents how well the plan from your library will fit into the apartment, and how much Finch will need to adapt the plan to fit it.
* The higher the matching score, the better the end result will be. The more plans in your library, better your results will be.

<figure><img src="/files/zQsWo326itG5FCyTj4SG" alt=""><figcaption></figcaption></figure>

* Finch offers you two ways to get your plans into the project, **`assign / assign as-is`** and **`adapt`**.
* **`Assign`** does not use Finch's algorithms to adapt the plan, it simply pastes the plan into the unit. If your plan is a perfect match, you will have the option to **`Assign`**. If your plan is not a match, you will have the option to **`Assign as-is`**, which means that the plan will require further editing.
* **`Adapt`** takes advantage of Finch's smart tools like auto-rotation and stretching constraints. The quality of this is of course dependent on the matching score, so having more plans in your library will result in more matches for different scenarios.

<table data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td></td><td><img src="/files/p2MvnSuFpt2dxxWyklbj" alt="" data-size="original"></td><td>The plan is a perfect match to the unit shape, and Finch will paste the plan as-is.</td></tr><tr><td></td><td><img src="/files/mR4OkRG0DSJfPxbnsRGx" alt="" data-size="original"></td><td>The plan is not a perfect match to the unit shape, but Finch can adapt it to fit according to your constraints. The percentage reveals how compatible the plan and unit shape are.</td></tr><tr><td></td><td><img src="/files/KoJHCYXUUUsr2P5XkMwS" alt="" data-size="original"></td><td>Finch will paste the plan as-is for you to further edit yourself. The quality of this result is dependent on the compatibility of the plan and the unit shape.</td></tr></tbody></table>


# Enterprise - Generate Unit Plan

Currently available only for Finch Enterprise.

### 1. Start the generation

* Enter the story view.
* Select an apartment and hit **`Generate Plan`** on the **`Context Menu`**.
* The generation will begin to run.

<figure><img src="/files/wpOC9KVkdwn70X8vEgCW" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If you drew your circulation cores instead of generating them, you do not have circulation space types (**`corridor`**, **`elevator`**, **`stairs`**). For better results, add a **`corridor`** space to your circulation, as the plan generator matches apartment entrances to the corridor spaces.
{% endhint %}

### 2. Result Datasets - Your Custom Plan Library

* When generating floor plans, users are presented with two sets of results:
* **Your Firm's Plans**
  * When generating floor plans for an apartment shape, plans in your adaptive plan library that are similar will be adjusted to an extent by the finch algorithms to fit into the new apartment. These results are compiled and grouped together.
* **Finch Generated Plans**
  * AI generates unique plans based on your adaptive plan library’s design style and rules. This means that if there isn’t a plan that matches from your library, Finch will generate plans similar to what you would have designed. Everything in Finch is editable, meaning that generated plans can be edited after assigning.

{% hint style="info" %}
If you have plans in your own adaptive plan library that match the unit, those plans will appear above the **`Finch`** plans. Here, results from our demo library **`Acme Architects`** appear above the **`Finch`** plans.
{% endhint %}

<figure><img src="/files/Dv5GqbtKc1HSqI0wAyHm" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
As an AI user, we will build your adaptive plan library for you. It is private to your firm, and we can take plans in any format (.dwg, .pdf, .jpg, etc).

**Contact <amelia.henry@finch3d.com> for more information.**
{% endhint %}

### 3. Filter and sort the results

* On the parallel axis diagram, see how the plans perform across multiple metrics, click on the **`(i)`** icon to see the metric definition.
* **`Filter`** according to bedroom / bathroom counts and dataset locations.
* **`Sort`** according to overall score, or specific metrics such as daylight, CO2 and more.
* Once the desired plan has been located, select **`Assign to Story`** to bake it out.

<figure><img src="/files/YMR1MXy6duTwuKOOIVt2" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
All outer walls are, by default, read as daylight emitting. To change that, start by pressing **`A`** or clicking **`Adjacencies for plan matching`** while generating plans. By clicking the sunlight icons on the facade of the plan, you can toggle daylight emission ON/OFF for the outer walls. When you are happy with your adjustments, simply press **`R`** or click **`Regenerate`** to restart the plan generation with the new daylight settings.
{% endhint %}

<figure><img src="/files/MblNsX8DTJEcJrRxflB1" alt=""><figcaption><p>After pressing regenerate, the algorithm avoids putting rooms which require daylight towards the greyed out facade.</p></figcaption></figure>

### 4. Edit the plan (optional)

* After assigning, all plans can be manually edited, using the drawing tools in the upper left corner.

<figure><img src="/files/3HP2jd4zOX6Mzn15piKD" alt=""><figcaption></figcaption></figure>

### 5. Save the new plan to your adaptive library (optional)

* After editing, the plan can be saved as a new plan to your Adaptive Plan Library by selecting “Save to Library” at the bottom of the left panel.

<figure><img src="/files/bykaYkx1UCaUagVBZRXg" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Saving a plan to your library adds it to your private dataset that you will generate plans from.
{% endhint %}

### 6. Copy the plan into identical units

* On the story level, select the plan you would like to copy and **`ctrl + c`**.
* Select the unit(s) you would like to paste the plan into and **`ctrl + v`**.
* To past into multiple at once, select the group under **`Unique Units`**.

<figure><img src="/files/PyjGb9PYBbNpNqIqLWuP" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
These plans are now linked in a **`Plan group`**, meaning that edits in one of them will be applied to all. To remove a plan from the group, right click on the plan and select **`Make Unique`**.
{% endhint %}

<figure><img src="/files/GUiPBomxzOjltvxYy5Hk" alt=""><figcaption></figcaption></figure>

***


# Export

### 1. Export BIM to Revit

* Open the Finch plug-in, and select your project and variant from the drop-down menus under the **`Project`** tab.
* Select **`BIM`** from the **`Action`** box, and hit **`Download BIM`**.
* Your Finch variant will be imported into Revit, complete with families for each object. Mass select objects to convert them to your own template.

<figure><img src="/files/iRt2WLymcxUkNdBu1ubA" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/CihA2uWIINx0NKS2By5f" alt=""><figcaption></figcaption></figure>

### 2. Export 2D plans to Rhino

* In the Finch plug-in, under the **`Advanced`** tab, select **`Import 2D`**.
* A layer structure containing all of the 2D data will be imported into your file.

<figure><img src="/files/YBOoToncN9vshCrwR5HU" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/LjwcgwhTML6zoe9WF7ss" alt=""><figcaption></figcaption></figure>

### 3. Export 3D geometry to Rhino

* In the Finch plug-in, under the **`Advanced`** tab, select **`Import 3D`**.
* A layer structure containing all of the 3D data will be imported into your file.

<figure><img src="/files/habtt3AXhojUoQa8mGzX" alt=""><figcaption></figcaption></figure>

### 4. Export / sync to Grasshopper

* Users can stream all data into grasshopper using the **`Finch`** component and the project and variant names.

<figure><img src="/files/GnKMbKjUIkSKnU00qwGd" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/iLm1oECn3B2doWhukDja" alt=""><figcaption></figcaption></figure>

### 5. Export PNG and CSV

* CSV data can be exported under the **`Output`** tab on the **`Right Panel`** by selecting **`Export stats by variant`** or **`Export stats by program`**.
* PNGs can be exported under the **`Output`** tab on the **`Right Panel`** by selecting **`Export screen`**.

<figure><img src="/files/BzPWDU3kVEIu6LvROqy4" alt=""><figcaption></figcaption></figure>

***


# Feature Bank

### Restore past versions

* Want to revert to an older version of your work? With the time machine feature, restore past versions of your variants.

<figure><img src="/files/gUg8c3f6sOwFqR4cFIny" alt=""><figcaption></figcaption></figure>

### Daylight & Shadow Simulation

* Under the **`Display Tab`**, toggle the **`Sun`** on and input your sun location to see a shadow path of your site.

<figure><img src="/files/GLW6B2UKm34SkWe9bRND" alt=""><figcaption></figcaption></figure>

### Change Measurement System

* Switch your unit system between metric and imperial on the project overview page.
* All projects are set to metric by default.

<figure><img src="/files/4IVqDXhEPJM07SKfJsNU" alt=""><figcaption></figcaption></figure>

### Set Camera

* Under the **`Display Tab`**, orient your canvas to the desired view and select **`Save current camera`**.

<figure><img src="/files/hj6i6fQY4huMnrZWN8ws" alt=""><figcaption></figcaption></figure>

### Parallel Axis Diagram

* Under the **`Display Tab`**, toggle the **`Parallel Axis Diagram`** on.

<figure><img src="/files/ykoiMYUz9KTzWoW262eb" alt=""><figcaption></figcaption></figure>


# Create account

Follow the link to create your account.

<https://app.finch3d.com/auth?modal=true&state=signup>


# Account Details

Finch Free & Basic Users

### Upgrade your account, change Finch plan:

[Finch - Plans](https://app.finch3d.com/settings/plans)

### Update billing & payment info, cancel subscription, etc:

[Paddle - Customer Portal](https://customer-portal.paddle.com/cpl_01j8fdgwsjzw3x9g890bzqfbwf)


# Contact Us

### Support

<support@finch3d.com>


