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

    The Workplace Core applications in ServiceNow Yokohama release enable you to build a business hierarchy reflecting your organization's structure by configuring workplace entity types and workplace entities. This hierarchy helps you allocate and manage workplace locations based on their associated businesses, supporting parent-child relationships and organizing space management aligned with business units such as departments or cost centers.

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    Key Features

    • Entity Types and Entities: Create various workplace entity types (e.g., Business Units, Marketing Units) and assign workplace entities (e.g., ITSM, Facilities) under these types to mirror your organizational structure.
    • Hierarchy Configuration: Set the order of entity types to establish hierarchy levels, where a lower order value means a higher level in the hierarchy. This allows for clear parent-child relationships.
    • Space Allocation Management: Manage space allocations and utilization based on workplace entities, enabling visualization of space data on stack plans and floor maps.
    • Push Down Functionality: Apply changes or allocations from parent entities down to their child entities efficiently.
    • Activation and Deactivation: Activate or deactivate workplace entities, with child entities automatically affected by parent entity status.
    • Filtering and Direct Actions: Easily filter workplace locations by entities and perform bulk or individual actions, including hierarchy-based updates.

    Key Outcomes

    • Organized and accurate representation of your business's workplace structure, facilitating effective space management aligned to business needs.
    • Enhanced visibility of space utilization through entity-based allocation and visual tools like floor maps and dashboards.
    • Improved control over space consumption at various hierarchy levels, enabling better decision-making and optimization.
    • Streamlined management of workplace entities with options to import data, configure workspace settings, and integrate related workplace functions such as shifts, reservations, and tasks.

    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.