Configuring Tag Placement Rules

Density, offsets, and view-specific rules.

Last updated: 2024-12-01

Once you've decided which elements to tag (via filters), placement rules determine where each tag lands. This page covers orientation, position presets, clustering behavior, and overlap avoidance—the settings that control exactly how your tags appear in the view.

Placement vs. Filtering
Controlling What Gets Tagged determines which elements receive tags. This page determines where those tags are placed relative to each element.

Tag Orientation

Tag orientation controls whether the tag text reads horizontally, vertically, or adapts automatically based on the element direction.

Tag orientation controls showing Automatic, Horizontal, and Vertical options
Tag Orientation: Choose Automatic, Horizontal, or Vertical alignment.
  • Automatic — Tags rotate to match the element direction. Best for plans with runs at various angles.
  • Horizontal — All tags read left-to-right regardless of element orientation. Standard for most floor plans.
  • Vertical — Tags read bottom-to-top. Useful for tight vertical shafts or riser diagrams.
View Type Matters
For floor plans, Horizontal is typically preferred. For sections showing vertical risers, consider Automatic or Vertical to follow the run direction.

Tag Position Presets

Position presets define the general strategy for where tags land relative to their elements. Each preset has different behavior suited to different view types and density.

Tag position preset cards showing Inside Element option
Position presets: Inside Element places tags directly on the element.
Tag position preset showing Next to Element option
Next to Element places tags adjacent to the element with a short leader.

Inside Element

Tags are placed directly on top of the element, centered or at a specific position within the element bounds. Best for wide ducts or pipes where the tag fits comfortably.

Position grid showing tag placement options within element bounds
Fine-tune placement with the position grid and allow longer/wider options.
  • Use the position grid to anchor tags at specific locations (center, start, end)
  • Enable "Allow Longer" or "Allow Wider" to let tags extend beyond element bounds if needed
  • Works best for simple, uncluttered areas

Next to Element

Tags are placed adjacent to the element with a short leader line. Useful when placing tags inside would obscure the element or create overlap.

Around Element

Tags are distributed around the element perimeter, typically with leaders. This mode supports clustering—grouping multiple tags together to reduce clutter.

Around Element placement with clustering options
Around Element: Enable Cluster Tags to group nearby tags together.
  • Cluster Tags — Groups tags that would otherwise overlap into a single cluster
  • Tag Alignment — Align cluster by angle or by elbow for cleaner appearance
  • Best for equipment rooms and dense mechanical spaces

Outside Selection

Tags are placed outside the current view or selection boundary, pulling leaders to a designated area. Ideal for congested views where tags need to be moved completely out of the way.

Outside Selection placement with elbow length settings
Outside Selection: Set minimum elbow length for clean leader lines.
  • Minimum Elbow Length — Ensures leaders have consistent elbow lengths for alignment
  • Works well with Align Elbows tool for post-processing cleanup
  • Use for very congested views like equipment rooms

Non-Overlapping Categories

Non-Overlapping Categories define which element categories tags should avoid when being placed. This is a placement constraint, not a filter—elements in these categories are still tagged, but other tags will avoid overlapping them.

Non-overlappable category settings with checkboxes for each category
Non-Overlapping Categories: Tags will avoid overlapping elements in checked categories.
  • Check categories that represent important elements you want to keep visible
  • Common choices: Mechanical Equipment, Electrical Fixtures, existing annotation
  • Tags will be repositioned or given leaders to avoid covering these elements
Equipment Visibility
Always check Mechanical Equipment and similar critical categories. This ensures equipment symbols remain visible and identifiable even in heavily tagged views.

Combining Placement Settings

Effective tag placement often requires combining multiple settings. Here are some common patterns:

  • Clean floor plans — Inside Element + Horizontal orientation + Equipment as non-overlapping
  • Dense equipment rooms — Around Element with Clustering + Align by Elbow
  • Sections — Automatic orientation + Inside Element for vertical runs
  • Coordination views — Outside Selection + long elbow lengths to keep tags out of the work area

Post-Placement Cleanup

Even with optimal placement settings, some views may need manual cleanup. The Arrange ribbon provides tools for this:

  • Tag Selector — Quickly select only tags in a region for adjustment
  • Align Elbows — Create clean vertical "rail" lines from leader elbows
  • Sort Cluster — Automatically space and align a group of tags
  • Alignment buttons — Fine-tune horizontal and vertical alignment
Iterative Approach
Run Autotag with your best-guess placement settings, then use Arrange tools to clean up problem areas. Over time, refine your profile settings to minimize manual cleanup.