I would like to use Guardian but my clients do not want to invest in that software yet.

Detail item, but where it lies in the construction division is the decisive subject.

At this point I can't AI my way out of this tool. Its far too helpful.

The former. I feel filters should dictate what sections are visible on a plan. I know sections are set based on the original view scale but elevation tags do not do that! Didn't know if anyone has any setups to solve this aside from run a dynamo script.

Agreed

True, my fear is I will have to reteach myself the method to my madness. The formula for our clear space door approach swapping still haunts me.

Oof, I tried to avoid this for plum calcs by having users specify the occupancy range key for stepped calculations. Each step includes min and max occ plus provisions from lower range counts. Smaller formulas to troubleshoot, less parameters to manage, & we can still warn users of errors.