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.
Role required: sn_wsd_spcmgmt.space_planner, sn_wsd_spcmgmt.scenario_reader (read only; to view a scenario)
Procedure
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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. -
Select All scenarios, then select the scenario that you want to edit.
By default, the scenario opens in the Stack plan tab.
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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.
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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.
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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.
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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.
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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.