Add or edit a space

Spaces are assigned to floors or levels, and can be cubicles, conference rooms, restrooms, gymnasiums, elevators, parking spaces, etc. Spaces are assigned users and assets, and have the most data defined.

Before you begin

Role required: admin

Procedure

  1. Navigate to Facilities > Space Management > Space.
  2. Continue with one of the following options.
    OptionAction
    To add a space
    • Click New.
    To edit space
    • Click the name of the floor or level you want to edit.
    The Space form appears.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Facility Space form
    Field Description
    Display name

    An auto-generated label based on the Name, Building, and Floor entries.

    For example, if the Name is 1002, the Building is Santa Clara Building 1, and the Floor is Floor 1, the Display name would be Santa Clara Building 1 - Floor 1 – 1002.

    Name Enter a descriptive name for the space.
    Building Select the building for which you are defining the space.
    Floor Select the floor for which you are defining the space.
    Area Enter the value associated with the space size and the Area unit field; square feet or square meters.
    Area unit

    Select the unit used for defining the space size; square feet or square meters.

    Note: The Area unit assigned to all spaces must be consistent for the rollup calculations to work properly. See Space rollup calculations.
    Cost center Select the cost center for the space. Cost centers are defined in IT Cost Management and require the IT Cost Management plugin. This is a reference to [cmn_cost_center] table for charge backs reasons.
    Department Select the department for the space. Departments are defined in User Administration. This is a reference to the [cmn_department] table.
    Status Select the status of the space (active, planned, maintenance, retired).
    Availability

    Select the availability of the space (vacant, partially occupied, at capacity, over capacity or reserved).

    Note: This field is dependent upon the Occupiable option being selected.
    Current occupancy

    Displays the number of users currently associated with the space. This is generated using business rules on the Associated User [m2m_fm_user_to_space] table.

    Note: This field is dependent upon the Occupiable option being selected.
    Max occupancy

    Enter the maximum capacity of users for this space.

    Note: This field is dependent upon the Occupiable option being selected.
    Percent occupied

    Displays the percentage of total space occupied.

    Note: This field is dependent upon the Occupiable option being selected.
    Occupiable Select this checkbox if the space can be occupied. See Space rollup calculations.
  4. Use the Associated Users and Assets related lists to view or add users and assets to the space.
  5. Continue with one of the following options.
    OptionAction
    To add a campus
    • Click Submit.
    To edit a campus
    • Click Update.