Create, copy, or delete space planning scenarios.
Before you begin
To manage scenarios, verify that the following plugins are installed:
- Workplace Core
- Workplace Space Management
- Indoor Mapping (for map-based administration)
- Workplace Case Management
- Workplace Central
- Workplace Service Delivery components
Role required: sn_wsd_spcmgmt.space_planner, sn_wsd_spcmgmt.scenario_reader (read only; to view a scenario)
Procedure
-
Navigate to .
-
On the side navigation, select the Space Planning module.
The Space Planning workspace opens with the Floor plan tab selected by default.
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Select the Scenarios tab.
The list of scenarios opens with details like their name, location, group by value, state, and owner.
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Manage the scenarios based on your requirement.
| Action | Description |
|---|
| Create a scenario |
- On the Scenarios list, select Create Scenario.
- On the Create new scenario form, fill in the fields.
For a description of the field values, Scenario details form.
- Select Save scenario.
The new scenario is created in the Processing state and takes some time to move to the Draft state. You can’t
open a scenario that is in the Processing state.
- Select the Refresh icon
to check if your scenario has moved to the Draft state.
|
| Create a copy of a scenario |
Create a copy of an existing scenario to make minor changes to an already created scenario. For more information about creating a scenario copy, see Create a copy of an existing scenario. |
| View or edit a scenario |
Select a scenario to view information like the floor details and space KPIs. Edit a scenario to allocate spaces to projects and neighborhoods, assign spaces to users, or edit space assignments. For more
information about viewing and editing scenarios, see Viewing or editing a scenario. |
| Publish a scenario |
Publish a scenario so it’s available for others to view in a read-only mode. Share the scenario with colleagues or stakeholders to review. For more information about publishing a scenario, see Publish a scenario |
| Review a scenario |
Review a scenario created by a colleague, and share feedback before it is deployed. For more information about reviewing a scenario, see Review a scenario. |
| Send a scenario for approval |
Send a published scenario for approval to the workplace managers of your organization. For more information about sending a scenario for approval, see Send a scenario for approval. |
| Deploy a scenario |
Deploy a scenario to implement the changes in the production workplace data. For more information about deploying a scenario, see Deploy a scenario. |
| Change the owner of a scenario |
Change the owner of a scenario to enable other space planners to edit the scenario. For more information about changing a scenario owner, see Change owner of a scenario. |