Edit and view a multi-building scenario on a floor map

  • Release version: Washingtondc
  • Updated July 24, 2024
  • 5 minutes to read

    • Edit and change a multi-building scenario using the floor map tab.

    Before you begin

    Note:
    Make sure that you have installed Indoor Mapping for map-based administration using floor maps. For more information, see Map based space administration.

    Role required: sn_wsd_spcmgmt.space_planner, sn_wsd_spcmgmt.scenario_reader (read-only; to view a scenario)

    Procedure

    1. Navigate to All > Scenario Planning > My Scenario Plans.
    2. Select and open the scenario with multiple buildings.

      For more information about the multi-building scenario, see Create a multi-building scenario.

    3. Select a multi-building scenario and select the Floor map tab.
    4. Optional: Select a Building and Floor.
      By default, the selection of a building and floor on the Stack plan is preserved and displayed on the floor map.

      If the floor map displays two buildings (Building A and Building B) adjacent to each other, scroll over to switch from one building to another (Building A to Building B). The Building list shows the switched over building name. For example, Building B.

    5. View or edit a scenario using the Space Details panel.
      Table 1. View Options
      Field Description
      Edit Scenario Option increase or decrease space allocation for a selected bar on a floor.
      View scenario Option to view a scenario and its KPIs. View the space count, total number of seats, total unallocated spaces, total workplace profiles assigned to a space, ratio of profiles assigned to total capacity, and so on.
    6. Plan and update your scenario for optimum space allocations and assignment using Edit Scenario.
      Table 2. Edit scenario
      Field
      Floor/Building Select a building, floor, or bar (space) on the floor map.
      Assignment Assignment details are only displayed when you select a bar on the stack plan. If you select the entire floor, the assignment details aren’t displayed. You can view the following details in the Assignment section:
      • Profiles assigned. Number of workplace profiles that are assigned to the neighborhood scenario.
      • Assignment ratio of users to spaces
      • Unassigned spaces available in a neighborhood.
      Department
      Note:
      The option on this field depends on your scenario allocation type (Department, cost center, neighborhood, or workplace entity)
      		 Total space allocation for a business unit or units within a department or allocation type (cost center, neighborhood, or workplace entity).

      For example, a department can different business units (knowledge management, configuration management, Incident management, change management, and so on).
    7. Select a space on the floor map and view space count, capacity ratio, total capacity, and assignment details.
    8. Change, remove, or add an allocation for a selected space on the floor map.
      1. Select a space on the floor map.
      2. Select Edit scenario.
      3. From Actions, select Allocation.
      4. In the Allocation field, select any one of the following options:
        • Change allocation: Select this option to change the allocation.

          Floor map showing the Edit scenario panel with options to change, add, or remove allocations.

        • Add allocation: Select this option to add an allocation.
        • Remove allocation: Select this option to remove allocation.
      5. In the Allocation type field, select the allocations you want to make.
        Note:
        This field appears only if you select either Change allocation or Add allocation. The name of the field depends on the selection that you made in the Group by field while creating the scenario.
      6. Select a department, cost center, or neighborhood for which you want to change the Allocation.
      7. Select Apply.

        The allocations are changed.

    9. Change the assignment of a space from permanent to flexible or remove the assignment.
      1. Select a space for which you want to change the assignment type (permanent, flexible, or none).
      2. In the Edit scenario panel, select Actions.
      3. In the Assignment type field, select the type of assignment that you want to make.

        Edit scenario panel showing options to change workplace assignment type.

      4. Select Apply.

        The assignment type is changed.

    10. Assign a user to a space.
      1. Select a space on the floor map.
        Note:
        You can select only a single space to assign a user.
      2. Select Edit scenario and select Actions.
      3. Select User assignment to add workplace users.
      4. In the User assignment field, select the user that you want to assign.

        Edit scenario panel showing option to change workplace user assignments.

        You can add multiple workplace user assignments.

      5. Select Apply.
    11. Remove a user assigned to a space.
      1. Select the space.
        Note:
        You can select only a single space to remove a user.
      2. In the Edit scenario panel, scroll down to the Assignment section.

        A list of users who are assigned to the space is displayed.

      3. Remove a user by selecting the removed assignment icon (Remove assignment icon.).

        The user is removed.

    12. Select View scenario.
      Table 3. View Scenario
      Fields Description
      View Scenario Option to view a scenario based on the following options. By default, the allocation type for a scenario is selected. For example, Department.
      • Department
      • Cost center
      • Neighborhood
      • Space type
      • Assignment type
      • Space status
      • Space function
      • Occupancy status
      Assignment Assignment details are only displayed when you select a bar on the stack plan. If you select the entire floor, the assignment details aren’t displayed. You can view the following details in the Assignment section:
      • Profiles assigned. Number of workplace profiles that are assigned to the neighborhood scenario.
      • Assignment ratio of users to spaces
      • Unassigned spaces available in a neighborhood.
      Floor/Building/Bar (Space) Option to view the total number of seats, ratio of profiles assigned to total capacity, total number of unassigned spaces (assigned as permanent or none) for a building,
      Note:
      Select a building, floor, or bar (space) on the Stack plan to view the space allocation details. Based on your selection, the KPIs for selected items are shown.
      Department
      Note:
      The option on this field depends on your scenario allocation type (Department, cost-center, neighborhood, or workplace entity)
      		 Total space allocation for a business unit or units within a department or allocation type (cost-center, neighborhood, or workplace entity).
    13. Adjust the display of user assignment and assignment type on the map.
      1. Select the Map settings icon (Map settings icon.).
      2. Based on the changes that you want to make, enable, or disable any of the following options:
        • Assigned to: Option to display the number of users assigned to a space.
        • Assignment type: Option to display the type of assignment, that is, flexible or permanent.
    14. Zoom in the map using the zoom options (Zoom options.) on the map.
    15. Press Shift to select a space using the keyboard.
      For Lasso selection, hold the Shift key to select multiple spaces at a time. Lasso selection can be done only for a building and a floor at a time. Multiple buildings or floors can’t be selected.
    16. The floor map shows the following legend:
      • Flexible
      • Permanent
      • Unassigned
      • Assigned to an employee
      • None
    17. Select Save to update your allocation changes on the floor map for a selected floor.