Viewing or editing a scenario
Summarize
Summary of Viewing or editing a scenario
This topic explains how to view and edit scenarios within the ServiceNow Workplace Space Management application. Scenarios enable you to manage and visualize space allocations, user assignments, and key performance indicators (KPIs) related to floors, buildings, and workplace entities. It is important for customers to understand how to review and update scenarios accurately, especially when allocation changes occur, to maintain valid and consistent space data.
Show less
Viewing a scenario
- You can view scenario details such as floor information and space KPIs on either the stack plan or floor map.
- The View by option lets you group spaces by various criteria, including Workplace Entity, where you can select specific entity hierarchy levels or view all by default.
- The Space Details panel updates dynamically based on your selection of buildings, floors, or spaces and presents data in informational cards covering space counts, capacity ratios, profile assignments, and allocation legends.
- When viewing by Workplace Entity, a tree icon on the legend card allows exploration of the entity hierarchy.
Editing a scenario
- The Group by option determines how spaces are allocated, based on the Allocation type system property. For example, grouping by Neighborhood enables editing neighborhood assignments.
- You can edit scenarios using either the stack plan or floor map views to allocate spaces to projects, neighborhoods, departments, cost centers, or workplace entities, as well as assign or reassign users.
- Editing by workplace entities is fully supported starting from Workplace Space Management version 1.15.0; earlier versions support viewing but not editing by entity.
- When grouping by Workplace Entity, stack plan bars represent the lowest hierarchy node, and you can select which entity level to display for editing.
- If allocation changes affect your scenario, a warning appears in the Space Details panel, requiring you to review and update the scenario before marking it as valid.
Practical implications for ServiceNow customers
- This functionality helps customers maintain accurate space usage data and user assignments, which is critical for workplace planning and resource management.
- Understanding how to toggle views and group spaces by different criteria allows for flexible scenario analysis and editing tailored to organizational needs.
- Warnings about allocation changes ensure data integrity and prompt necessary updates to keep scenarios consistent with actual space configurations.
- Using stack plans and floor maps provides intuitive interfaces to visualize and manage complex space assignments effectively.
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.
-
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.