AO Prospect Workflow Overview

Building a project in AO Prospect typically includes a few core steps:

  1. Create a project
  2. Select primary asset to conduct land search around
  3. Add additional grid infrastructure (if helpful)
  4. Search for parcels
  5. Run Geo Analysis to automatically create constraint maps and calculate buildable area
  6. Sort/Filter parcel data to get to shortlist of high-quality parcels
  7. Export the data (excel/CSV, .kml maps, PDF reports)

This guide will walk you through the main steps for each of these tasks and cover a few other common features.

Note: There's even more functionality than what is listed here! Don't hesitate to reach out if you have more nuanced questions/use cases, and we'd be happy to help you find the right tool.

Workflow Steps

Create a Project and Select Primary Asset

Start a new project

  • From the main AO dashboard, click ‘Create’ under the Project section
  • Pick a project flow type
  • Greenfield-Sub (find land around a sub)
  • Greenfield-Line (find land around transmission line)
  • Greenfield-Land (build project and find land around anchor parcel)
  • Name the project under ‘Name’
  • Note: ‘Description’ and ‘Project Details’ are optional

Select a primary asset to search for land around

  • Typically, most users choose the option: ‘Select from existing [asset] map’
  • Zoom in on the map until you see the sub/lines
  • Click on an asset in the map to choose it as the starting point for the search
    • In the pop-up on the asset, click ‘select’ on the pop-up to add it to the project
  • If you need to create a new asset (the asset is not currently in our DB for subs and lines or you haven’t imported that specific parcel to another project), then select “Create a [Asset]"
  • Step 1 - Name the asset
  • Step 2 - Mark the asset location on the map - the design tool menu will show up on the map
    • Sub - Use the Marker/Pin icon to drop a sub on the map
    • Line - Use the Line icon to draw the transmission line on the map
    • Parcel - The parcel layer (orange lines) will show up on the map. Click the parcel you want to add to the project.
  • Step 3 - Click “Create Asset”
  • Under ‘Create Project’ click the ‘Create’ button to save the project

Pull in Additional Grid Assets (Subs/Lines)

Pull in additional grid infrastructure to the project if it's helpful in your evaluation of the area.

  • On the Project page under the map, expand the ‘Transmission Lines’ section or the ‘Substations’ section, respectively (click the green header to expand)
  • In the section below add:
    • Buffer - how far from the starting asset do you want to search?
    • Click ‘Run Task’
  • If there are any lines/subs in the search area, they will now be listed on the project
    • Table: the new assets will appear below the map in the respective table
    • Map: the new assets will appear on the map (subs = pink circles, transmission lines = gray lines)

Add Parcels to the Project

There are many methods to add parcels to a project and fill out a project area. These are some of the most common methods.

Add parcels by buffer/proximity search around primary asset

  • Under Parcels section below the map:
  • Set a buffer
  • Set a min acres
  • Click ‘Get Count’ to estimate number of parcels that meet the search criteria
  • Click ‘Run Task’ to pull them into the project
  • The new parcels are in the Parcels list and are visible on the map

Add parcels in a specific area

Trace out a search area using the polygon design tool and quickly find parcels within that area.

  • From the map on a project, click the Menu icon in the map toolbar
  • Click ‘Edit’
  • Use the freeform polygon tool (top center of map) to draw a polygon on the map
  • Double-click the first node to complete the polygon
  • Turn off edit mode by clicking the Menu icon again and then re-clicking ‘Edit’ to turn that setting off.
  • Left-click the newly drawn polygon and a pop-up window should come up
  • In the pop-up window, enter a “Min Acres” value
  • Click ‘Get Count’
  • Click ‘Run Task’ to add them to the project

Add individual parcels directly from the parcel layer

  • On the map on the project, click the Layers option in the toolbar
  • Click the layer called ‘Parcels’
  • Orange parcel lines should appear on the map (you may need to zoom in to see the parcel lines if you’re too zoomed out).
  • Click anywhere in the middle of the parcel you want to add to the project
  • This will trigger a pop-up with info about the parcel
  • If you want to add it to the project/map, click ‘Create Asset’
  • Once you’re done with the parcel layer - toggle it off under the layer icon by re-clicking the layer name

Run Geo Analysis

Automatically create constraint maps and calculate buildable area.

  • From the Map on a Project
  • Click on the Menu icon in the top right toolbar
  • Click ‘Select All Parcels’ (this should bring them into the sidebar on the right)
  • Geo Analysis boxes
  • Slope % - set an upper limit slope
  • Buffer - set a buffer distance that you want to remove from the buildable area around any hazards
    • Set specific buffers for different hazards
    • Click ‘Show Advanced’ below the Buffer field if you want to specify different buffers for each hazard type)
    • Can also set buffers around specific objects
    • Right click on asset on the map and set buffer via field on pop-up

Create Super Parcel

Combine multiple contiguous parcels into larger project area, if desired.

  • From the map, hold down:
  • PC: 'CTRL' key + click the blue ‘X’ icons for any parcels you want to combine
  • Mac: 'Command' key + click the blue ‘X’ icons for any parcels you want to combine
  • This should load the parcels into the sidebar window on the right side of the map

Tip: If you don’t see a sidebar, make sure to click the carrot icon to re-expand the sidebar * Once you’ve selected all the parcels you want to combine into a larger project area: * Scroll down in the sidebar window on the right side of the map * Under the Super Parcel section: * Add a ‘Name’ for the new project area/super parcel * Click ‘Run Task’ * The map will update with the new border for the super parcel (thick aqua line) and the Parcels table will also include the new super parcel

Sort and Filter Parcel Table

Filter parcel list down to a shortlist of high-quality parcels. You can also rate parcels (star rating) and add notes on individual parcels as well.

Add buildable acreage/parcel column to the table

  • Scroll down below the map
  • Expand the Parcels table
  • To add the ‘Buildable Area (Acres)’ column to the table, click the sideways ‘Columns’ button on the right side of the table
  • Select “Buildable Area (Acres)”
  • You can do this for any other attribute as well
  • The column will appear in the table (you may need to scroll to the right in the table to see the column).

Change order of columns

  • You can drag/drop column headers to change the order of the columns in the table

Star rate parcels

  • From parcel table, add a star rating to parcels by clicking the star icons under the “Ratings” column in the table
  • From the map
  • Click the blue ‘X’ icon on the map for the parcel you want to rate
  • In the pop-up, click the star rating to rate the parcel
  • Close the pop-up window when complete

Add notes about a parcel

  • There are many ways to do this, but one of the easiest ways is to click on a parcel’s row in the Parcel Table (just make sure you click outside of the ‘Name’ column)
  • This will expand the parcel details below and you can add notes in the Notes box
  • Notes will automatically save

Sort the Table Rows Based on Desired Column

  • Click / Double-click the column label in the table to change the sort order of the rows based on that column (often helpful to sort the table based on Buildable Area Acres)

Filter the Table Based on Desired Column

  • Click the ‘Filter’ button on the right side of the table (vertical button)
  • Find and click on the attribute you want to filter on
  • Change the operator to your desired selection
  • Add in a value (e.g. “Buildable Area - Acres” → Greater than → 100)
  • The table rows will automatically filter/update based on your parameters
  • Combine multiple filters for additional filtering

Export Data

Excel / CSV file (landowner and parcel data)

  • Go to Parcels table
  • Click ‘Export’ button on right side of Parcels table
  • Configure columns as desired (Check All or select specific)
  • Can create a template/preset as well for future exports
  • Click Export as CSV or Export as Excel
  • File will download to your computer

Export KML file of map/constraint maps

  • *Note: If you want to export the map with the hazard drawings on it, make sure that the hazard drawings are visible on the map
  • Map toolbar
  • Drawings
  • Load all hazards
  • Export KML file for whole project
  • On the Map, click the Menu Icon
  • Click ‘Export kml’ in the dropdown
  • The .kml file for the project will download to your computer
  • Export KML file for individual parcel
  • Left-click on the blue x parcel icon on the map for the parcel that you want to export
  • Click the ‘export KML’ button in the pop-up
  • The .kml file for the parcel will download to your computer

Export PDF report

  • On Map, click the Menu Icon
  • Select ‘Report’
  • Label title, Image title, Image Description as desired
  • Click the blue camera icon to take screenshots of the map
  • You can move the map around, zoom in and out, and also toggle on and off layers
  • Click ‘Export’ once you’re ready to download the PDF report
  • File will download to your computer