Edit a scenario using the stack plan

Edit a scenario using the stack plan to allocate spaces to departments, cost centers, workplace entities, or neighborhoods.

Before you begin

Ensure that you have created a scenario, and it is in the Draft state. For more information, see Create a scenario.

Important:

If allocation changes in your instance impact the scenario, the system displays a warning on the Space Details panel. You must review the changes, edit the scenario accordingly, then select Move to valid before continuing. For more information about allocation changes, see Reviewing allocation changes.

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

Procedure

1. Navigate to one of the following locations:
   • All > Workplace Central > Workplace Central.
   • All > Scenario Planning > My Scenario Plans
   You can also open Workplace Central from the Employee Center by navigating to Workspaces > Workplace Central.
   The Workplace Analytics dashboard opens.
2. Select All scenarios, then select the scenario that you want to edit.
   By default, the scenario opens in the Stack plan tab.
3. On the Space details pane, on the View options card, select Edit scenario.
   The Group by option is automatically filled based on the Allocation type [sn_wsd_core.ALLOCATION_TYPE] system property.
4. Select the Accordion panel icon () for the building that you want to edit.
   You can expand an accordion to display the floors of a building. If your scenario contains multiple buildings, the accordion of the last building is expanded by default.

   • When you select a building to see the floors, the borders of the selected building are highlighted.
   • When you select a floor on the Stack plan to view the spaces or allocations, the borders of the selected floor are highlighted.
   • When you select a bar or space to view the number of allocated spaces, the borders of the selected bar or space are highlighted.
5. Edit the stack plan based on your requirement.

   Action	Steps
   Zoom in or out on the stack plan	Use the zoom options () on the stack plan.
   Resize a bar	Select the bar that you want to resize. On the map legend card, select Resize. In the Space Count field, enter the number of spaces that you want to allocate to the bar. In the Allocate added spaces from or Allocate remaining space to field, select a parent entity or unallocated spaces. The spaces are allocated from or added to the selected entity. This step is applicable if the Group by option is Workplace Entity. Select Apply, then save the scenario.
   Move a bar to a different floor	Select the bar that you want to move. On the map legend card, select Move. In the Assign to building field, select the building that you want to move the bar to. You can only select buildings that are added to the scenario based on the space selection criteria. You can also move the bar temporarily to the Clipboard. In the Assign to floor field, select the floor that you want to move the bar to. This field can't be edited if Assign to building value is Clipboard. In the Space allocation field, select a parent entity or unallocated space. The spaces are allocated from the selected entity. This field is applicable if the Group by option is Workplace Entity. Select Apply, then save the scenario.
   Drag a bar to a different floor	Drag the bar to the floor that you want to move it to. On the space selection pop-up, select unallocated spaces or a parent entity. This step is applicable if the Group by option is Workplace Entity.

Related tasks

• Edit a scenario using the floor map
• Edit user assignments of a neighborhood