Configure Workplace entity and entity types

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Configure Workplace entity and entity types

    ServiceNow’s Workplace Core applications allow you to configure workplace entity types and workplace entities to establish a business hierarchy that mirrors your organization’s structure. This setup lets you associate workplace locations with specific business units, enabling organized space allocation and management aligned with your company’s business divisions.

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    By defining entity types (such as Business Units or Marketing Units) and associating workplace entities (like ITSM or Facilities) under them, you create a parent-child hierarchical model that supports efficient space utilization, reporting, and management.

    Key Features

    • Hierarchical Structure: Configure multiple entity types with defined order levels to create a hierarchy where lower order values represent higher hierarchy levels. Assign workplace entities accordingly.
    • Space Allocation and Visualization: Manage and visualize space allocations based on workplace entities on floor maps and stack plans, enhancing clarity on space usage per business unit.
    • Parent-Child Management: Perform actions on parent entities that cascade to child entities, such as pushing down workplace entities or activating/deactivating entities collectively.
    • Entity Activation Control: Activate or deactivate workplace entities with automatic status changes cascading to child entities. Note that inactive parents prevent child activation.
    • Filtering and Actions: Easily filter workplace locations by entity and perform bulk or individual management actions.
    • Integration with Space Optimization: Use the Space Optimization dashboard to analyze space consumption data organized by workplace entities.
    • Entity Type and Workplace Entity Creation: Add new entity types to group workplace entities, and create workplace entities specifying their parent and associated entity type to reflect your organizational structure.

    Practical Application for ServiceNow Customers

    Configuring workplace entities and entity types enables workplace managers to:

    • Create a business-aligned organizational model for workplace management.
    • Allocate and track space usage efficiently by business unit or department.
    • Visualize space allocations on maps and plans to support decision-making.
    • Manage space consumption controls across business hierarchies.
    • Streamline workplace location management via filtering and hierarchy-based bulk actions.

    Note that scenario creation is not supported on workplace entities, but map-based space administration and filtering are fully enabled.

    Next Steps

    • Define and order workplace entity types according to your organization’s hierarchy.
    • Create workplace entities and assign them to these entity types, establishing parent-child relationships as needed.
    • Use the Space Optimization dashboard and floor maps to monitor and optimize workplace space utilization.
    • Leverage entity activation and push-down features to maintain consistent space allocations across your business units.

    Create a business hierarchy based on your organization's businesses. Allocate workplace locations based on the business to which they’re associated with. Configure workplace entity types and workplace entities to create the structure. For example, add entity types such as Business Units, Marketing Units, and associate workplace entities such as ITSM, Facilities, and more under them.

    The Workplace Core applications enable you to classify your workplace locations based on their cost center, department, and workplace entity. The workplace entity-based allocation helps you in create an organized business structure where you can configure parent-child-based hierarchies and manage various workplace-related activities. You can create a structure exactly as your organization's business by configuring workplace entity types and workplace entities. You can associate locations based on the business to which they’re associated with.

    As a workplace manager, you can manage space allocations based on their entity levels that are set and verify proper space utilization according to business. You can visualize data on the stack plan and floor map based on the workplace entities that you’ve configured. You can view the space allocations of a building based on workplace entities. At any time, you can select a space and know its hierarchy level, that is, the details of its parent and child if present. This business-based hierarchy model, that is, workplace entity-based allocation, enables you to control the space consumption of each business in your organization. The Space Optimization dashboard also enables you to visualize data based on the different workplace entities configured. For more information about how workplace entities and other allocations work, refer to Allocation - types, setting, and impact.
    Important:
    You can’t create a scenario based on workplace entities. You can only view and make map based space administration for workplace entities.

    At any time, you can filter your workplace locations and perform various actions easily on these entities directly. The application enables you to specify an order to each entity type based on which a hierarchy is set. For a parent-child hierarchy, you can also perform direct actions on a parent if you want to implement the same throughout its child entities.

    With the hierarchy-based configuration, you can perform the following actions:
    • You can create various entity types and set their level using the entity-mapping options. When you create workplace entities, you can assign them to these entity types.
    • You can set the order of an entity type based on its level in the hierarchy. The lower the order, the higher the entity type is set in the hierarchical structure. The lowest ordered entity type is set in the highest level in the hierarchy. For example, if you set ABC with order 1000 and XYZ with order 600 then XYZ is placed on top in the hierarchy level and ABC is set to lowest.
    • You can use the Push down option if you want to push down the workplace entity to child locations at any time. For more information about how an allocation works, refer to Allocation - types, setting, and impact.
    • You can activate or deactivate a workplace entity. Deactivating a workplace entity also deactivates the child workplace entity.
      Important:
      If the parent is inactive, you can’t activate a workplace entity.