Space Optimization - Key features and actions

As a space planner, you can perform multiple scenario-related actions using the Space Optimization module. You can create a scenario using the stack plan and view it on a floor map and make changes directly.

Figura 1. Space Optimization module

You can create a scenario, track the scenario metrics, view scenario details, and view building details from the module. The Space Optimization displays the following information:

• Scenarios: Displays the scenario metrics.
• Create scenario: Option to create a scenario for a building. For more details on how to create a scenario, see Create a scenario.
• Scenarios: Lists the details of the following:
  • Details of scenarios such as name, location, state, and owner.
  • Details of the building of your organization.
  You can select a scenario or building to view more details.

You can also view scenarios created by you in the Scenario planning application. Navigate to All > Scenario Planning > My Scenario Plans.

Scenario metrics

As a space planner, you can see the total number of scenarios that are currently created in your organization in filtered tiles. You can select each tile to view more details in a list.

In the Scenarios metrics tiles, the numbers are displayed based on the following:

• All scenarios: Total number of scenarios that are created in the application.
• My scenarios: Total number of scenarios owned by you.
• Draft scenarios: Total number of scenarios created by you that are in draft state.
• Published scenarios: Total number of your scenarios that are published.

You can also select a tile to view the list.

Scenario details

As a space planner, you can view the list of all the scenarios created in your organization. The details such as name, location, state, owner, and more are displayed. You can configure the list view settings based on what details you want to view about a scenario. The homepage displays five scenarios at a time and to view more, select View all.

• When you select View all, the list is opened in a separate tab where you can view all the scenarios created in your organization with their details.
• You can also perform the following actions on the list:
  • Copy: Create another copy of an existing scenario to make new changes. You can copy only one scenario at a time. The copied scenario is created with the same name appended with '- Copy 2'.
  • Delete: Delete one or more scenarios if they’re no longer required.
  • Create scenario: Create a scenario.
  • Refresh the list.
  • Edit the column.
  • Add or remove filters.

Building details

As a space planner, you can view the list of buildings of your organization on the Space optimization module. You can configure the list view settings based on what details you want to view about a building. The homepage displays five scenarios at a time and to view more, select View all. When you select View all, the list is opened in a separate tab where you can view all the buildings of your organization and their details. You can refresh the list, edit columns, or apply building-related filters.

When you select a building, the building is opened in a stack plan view where you can see all the space allocations and floor arrangements. A stack plan is a visual representation of all the allocations made on a floor of a building. Every allocation is displayed in a bar based on the department or cost center that is assigned to. For more information about stack plan view and floor map view, refer to Scenario and Building - Views, states, settings, and key features.

• The details of the building such as its total capacity, total number of spaces, and location are displayed on top of the plan.
• You can see the total number of unallocated spaces of the building in total as well as floor-wise.
• You can view the building details in a stack plan view or a floor map view. The floor map view is available only if you have Workplace Indoor Mapping floor maps configured. The floor map view enables you to view the allocation on a floor map and make any changes directly.
• You can view the spaces allocated to a department, cost center, or workplace entity in the stack plan or on the floor map. You can choose how you want to view the allocations. On the right panel, select a view using the View by option.
• You can select a bar on the stack plan or a space on the floor map to view more details, such as capacity count, capacity ratio, and total capacity. You can also point to the bar to view the same details in a tooltip. The details window on the right panel displays all the bar details, the details related to assignments and the department.
• You can view other scenarios related to the building in the Related scenarios tab.
• In the Settings tab, you can apply a filter based on which you want to see the spaces on a floor.
• You can’t edit a scenario when you open it in the building view. To edit a scenario of a building, copy that scenario and make changes. The scenario copies the exact building data and enables you to make changes. The changes don’t affect the main data as long as it’s deployed. To create a scenario of a building, you can also select the Create scenario option when the building is open in the stack plan view.

Referência relacionada

• Components installed with Workplace Central
• Workplace Central Event planner
• Scenario and Building - Views, states, settings, and key features
• Space request approvals, states, actions, and key features
• Move management key features and actions
• Case Management - Key features, Actions & Case details
• Schedule Plan details form
• Scenario details form
• Space Deployment Plan
• User Deployment Plan
• Excel column lengths for move projects
• Move conflicts for projects created via Excel upload
• Workplace Task form - Space Assignment task
• Neighborhood User Assignment Rule form
• User Workplace Profile form

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