Viewing or editing a scenario
Summarize
Summary of Viewing or editing a scenario
This topic explains how ServiceNow customers can view and edit workplace scenarios to manage space allocations, assignments, and capacity details effectively. It covers how to use different views and grouping options to organize space data on stack plans and floor maps, enabling better space management and user assignment within buildings.
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Viewing a scenario
- You can view scenario details such as floor details and space KPIs.
- Use the View by option to group spaces by categories like Workplace Entity, which allows selecting specific entity levels for display.
- Scenarios can be viewed on either the stack plan or floor map, with dynamic updates in the Space Details panel reflecting your current selection.
- The Space Details panel uses cards to display key information, including:
- Space count, total capacity, and capacity-to-space ratio
- Assignment metrics showing profiles assigned, unassigned spaces, and user-to-space assignment ratios
- Allocation legends based on the selected area
- When viewing by Workplace Entity, a hierarchy tree can be accessed to understand allocations at different levels.
Editing a scenario
- Editing allows allocation of spaces to projects, neighborhoods, departments, cost centers, or workplace entities, and assignment of users to spaces.
- The Group by option controls allocation types, for example:
- Neighborhood grouping applies Neighborhood assignment types.
- Other groupings apply Location assignment types.
- You can edit scenarios via the stack plan or floor map views, selecting entity levels as needed.
- From Workplace Space Management version 1.15.0 onward, editing based on workplace entities is supported, displaying stack plan bars for the lowest hierarchy node (e.g., IT Support within Corporate\Europe\Information Technology).
- Important: If allocation changes affect a scenario, warnings appear on the Space Details panel. You must review and update the scenario, then select Move to valid before proceeding.
Practical applications for ServiceNow customers
- Efficiently manage space assignments and allocations within buildings and across organizational units.
- Use views and grouping to gain insights into space utilization and capacity.
- Ensure scenario accuracy by addressing allocation changes promptly.
- Assign users to appropriate spaces or neighborhoods to support workplace planning and operations.
You can view the details like the floor details and space KPIs. You can edit a scenario to allocate spaces to projects and neighborhoods, assign spaces to users, or edit space assignments.
Viewing a scenario
While viewing a scenario, you can select a View by option to group spaces on the stack plan or the floor map. If you select Workplace Entity, you can also select the entity level that you want to use to view the scenario. The scenario displays all entity levels by default.
You can view a scenario on the stack plan, or on the floor map. For more information about stack plans and floor maps, see Scenario and Building - Views, states, settings, and key features.
The information on the Space details panel is displayed in cards. You can also view the cards while editing the scenario.
- The first card displays the space count, the total capacity, and the ratio of the capacity to the spaces.
The name of the card changes based on your selection in the stack plan or floor map.
- The Assignment card displays the number of profiles assigned to the selected spaces, the number of unassigned spaces, and the assignment ratio of users to spaces.
- The legend card displays the allocations on the selected area of the stack plan or floor map.
The name of the card changes based on your selection in the stack plan or floor map.
If the view by option is Workplace Entity, you can view the hierarchy by selecting the tree icon (
) on the legend card.
Editing a scenario
While editing a scenario, the Group by option is used to allocate spaces based on the Allocation type [sn_wsd_core.ALLOCATION_TYPE] system property.
For example, if the Group by option is Neighborhood, then neighborhoods are available for you to edit in the Stack plan tab of the scenario.
You can edit a scenario by using the stack plan, or by using the floor map. For more information about stack plans and floor maps, see Scenario and Building - Views, states, settings, and key features.
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If Neighborhood is selected as the group by option, only assignments that have the Neighborhood assignment type are applicable. For any other group by option, assignments that have the Location assignment type are applicable.
- Editing a scenario based on workplace entities is supported from Workplace Space Management version 1.15.0. For earlier versions, you can view spaces based on their workplace entities for a building. For more information, see Edit or view a building's spaces based on workplace entities
- If you select Workplace Entity as the group by option, the bars of the stack plan are displayed based on the lowest node in the hierarchy. For example, if the hierarchy for the spaces is Corporate\Europe\Information Technology\IT Support, the bars are displayed for IT Support. While editing a scenario, you can select the entity level that you want to use for the stack plan.
For more information about editing a scenario, see either of the following topics.