fm:interact – headcount scenario planning · 2 fm:interact – headcount scenario planning...

FM:Interact – Headcount Scenario Planning

Document Release Date: 3/29/2018

Edition: 4

1 FM:Interact – Headcount Scenario Planning

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Table of Contents Overview ......................................................................................................... 2

Lesson Objectives ............................................................................................ 2

Prerequisites ................................................................................................... 2

Scenario Planning by Headcount .................................................................... 3

Accessing the Scenario Planning by Headcount View ............................ 3

Managing Scenario Planning by Headcount Projects ............................. 3

Overview the Scenario Planning by Headcount View ............................. 4

Overview Stacking Window .................................................................... 6

Overview Blocking Window .................................................................... 7

Activity 1: Create a Scenario Planning Project ........................................ 8

Scenario: .................................................................................................. 8

Procedure: Create a Scenario Planning by Headcount Project ............... 8

Activity 1, Part 2: Create Project Scenarios............................................. 9

Procedure: Create Scenario Options ....................................................... 9

Activity 2, Part 1: Analyze a Floor to Floor Move .................................. 10

Scenario: ................................................................................................ 10

Procedure: Move Finance Department from Floor 7 to Floor 6 ........... 10

Activity 2, Part 2: Analyze a Partial Department Move ........................ 14

Scenario: ................................................................................................ 14

Procedure: Move a portion of the Finance department to Colorado... 14

Procedure: Resolving the “unresolved” list .......................................... 17

Procedure: Assign employees to the Colorado floor ............................ 18

Activity 3, Part 1: Floor to Unplaced Move ........................................... 19

Procedure: Create a new phase in the Floor to Floor move scenario .. 19

Procedure: Create a new building on the Chicago site ......................... 20

Activity 3, Part 2: Floor to Departure Move .......................................... 21

Procedure: Create a new phase in the Floor to Floor move scenario .. 21

Procedure: Add employees to the Departure list ................................. 22

Procedure: Export the new floor stack for the Finance Floor to Floor

Move scenario ....................................................................................... 22

Activity 4, Part 1: Growth/Turnover in the company ........................... 23

Procedure: Create a growth forecast phase ......................................... 23

Procedure: Distribute growth across groups in the department .......... 25

Procedure: Assign forecasted employees to seats in the Chicago site . 26

Procedure: Create a departure forecast phase .................................... 27

Procedure: Select employees who will be terminated ......................... 29

Activity 4, Part 2: Create a sync phase to analyze the growth/turnover

in the company ..................................................................................... 32

Procedure: Create a Sync Phase ........................................................... 32

Activity 4, Part 3: Promote a Scenario and Phase ................................. 31

Procedure: Promote the Scenario......................................................... 31

Procedure: View the Scenario Planning Move Project ......................... 33

Activity 5: Reconfigure an Existing Floor Plan for Scenario Planning 34

Introduction ......................................................................................... 34

Procedure: Reconfigure an Existing Floor ......................................... 34

Activity 6: Using a New Floor Plan for Scenario Planning .................... 36

Introduction ......................................................................................... 36

Procedure: Use a New Floor Plan for Scenario Planning ................. 36


Activity 7: Converting a Scenario Planning Drawing to Production ... 38

Introduction ......................................................................................... 38

Procedure: Convert a Scenario Planning Drawing to Production ... 38

The Last Step ........................................................................................ 39


Overview The FM:Interact Strategic Planning module, Scenario Planning by Headcount and Scenario Planning by Space Standards Views are used to resolve specific

occupancy problems. Strategic Planning helps space planners translate business requirements into space requirements.

Lesson Objectives Upon completing this lesson, you will be able to:

• Define Scenario Planning in terms of Facility Management.

• Identify key features and functionality of the Strategic Planning Module.

• Outline the process of creating, analyzing and implementing simple scenarios.

• Complete necessary tasks prior to using the Strategic Planning Module.

• Change the format of drawings to better use them within the Module.

Prerequisites Before beginning this activity guide, it is recommended that you complete the following the courses:

• SPC 101: Getting Started with Space Management

• AutoCAD for FM:Interact

• ADM 101: Getting started as an FM:Interact Administrator

• Getting Started with the FM:Interact Move Management Module

During this course, we will not cover topics discussed in the recommended course list above. To register for the recommended courses go to

http://fmsystems.grokcloud.com or contact us at [email protected] to book a private training session.

Note: FM:Interact

version 2017.2.82

was used in the

creation of this

activity guide.

http://fmsystems.grokcloud.com/

mailto:[email protected]


Scenario Planning by Headcount

Accessing the Scenario Planning by

Headcount View

In FM:Interact, navigate to Strategic

PlanningViewsScenario Planning

by Headcount.

Managing Scenario Planning by Headcount

Projects

In the Scenario Planning by Headcount view:

• Creating a new Scenario Planning by

Headcount Project

o Click the “Add” button to create

a new scenario planning by

headcount project

• Editing a Scenario Planning by

Headcount Project

o Select an existing project from

the view grid and click “Edit” to

modify the scenario planning by

headcount project

• Deleting a Scenario Planning by

Headcount Project

o Select an existing project from

the view grid and click “Delete”

to delete the scenario planning

by headcount project


Overview the Scenario Planning by

Headcount View

In FM:Interact, navigate to Strategic

PlanningViewsScenario Planning

by Headcount.

1. View Name/Actions – The view name is

“Scenario Planning by Headcount”. The

action buttons are “Add” and “Delete”.

The “Add” button allows users to create

a new Scenario Planning by Headcount

project. The “Delete” button allows

users to delete existing Scenario

Planning by Headcount projects.

2. Project(s) – The Scenario Planning by

Headcount projects are listed as rows in

the view grid.

3. Project Details Tab – The project details

tab displays key information about the

project such as the project name,

description, start date, end date,

project type, creator and geographic

scope.

4. Project Information Tab – The project

information tab allows users to manage

important dates, contacts,

Documents and notes.

5. Requirements Tab – The requirements

tab allows users to create spatial

requirements, adjacency requirements

and general requirements that the

space planner can review while

managing the occupancy on each site,

building and floor.


6. Scenarios Tab – The scenarios tab

allows user to create and manage

scenarios. Including the ability to open

a scenario, edit the project details, copy

scenario, promote the scenario and

reject the scenario. In addition to

managing the scenario, the scenario tab

also displays the status, cost and date

modified.

7. Project Restrictions Tab – The project

restrictions tab allows the space

planner to restrict the rights and

privileges that users have while working

on the scenario planning project. E.g.

Space Planners can restrict users from

promoting scenarios and phases.


Overview Stacking Window

1. Title Menu Bar – The title menu allows

users to navigate between scenarios

and the stacking and blocking windows.

Users may click the scenario dropdown

to access the scenario actions menu

and change scenarios.

2. Phase Menu Bar – The phase menu

allows users to navigate between

phases and create/manage existing

phases.

3. Group Codes Container – The group

codes container lists out the

departments that are available for

space occupancy planning in the

stacking area.

4. Unplaced Container – The unplaced

container lists out the departments and

sub-groups that are not placed on a

floor.

5. Departure Requirements Container –

The departure requirements container

list out the departments and sub-groups

that are being removed or terminated

from the company.

6. Selected Container – The selected

container displays the departments or

sub-groups that are currently selected in

the stacking window.

7. Requirements Container – The selected

container displays the space planning

requirements. The requirements are for

reference only and do not restrict space

planning.

8. Floors Container – The floors container

displays the floors that are available for

stacking. The ‘ + ‘ symbol in the

container allows users to add new

buildings and floors to the scope of the

project.

9. Stacking Container – The stacking

container allows users to drag and drop

departments and partial department

groups from one floor to another floor in

the stack, from a floor to unplaced

container and from a floor to departure

requirements container.


Overview Blocking Window

1. Unplaced Container - The unplaced

container lists out the departments and

sub-groups that are not placed on a

floor.

2. Group Codes Container - The group

codes container lists out the

departments that are available for

space occupancy planning in the

stacking area.

3. Selected/Departures/Requirements

Container – The selected, departures

and requirements container lists

departments and sub-groups that are

selected or departing. As well as the

requirements that have been defined

by the space planner.

4. Blocking Container – The blocking

container allows users to drag and drop

employees to vacant space on the

graphic view.

5. Floor Blocking Dropdown – The floor

blocking dropdown allows users to

navigate between floors while inside the

blocking window.


Activity 1: Create a Scenario Planning

Project

Scenario:

In this activity, you are the space planner for

your organization. You have been asked to

compare and analyze several scenarios

including: the impact of moving the finance

department to another floor, moving some

of the finance department to another floor,

growth in the company and turnover in the

company.

Procedure: Create a Scenario Planning by

Headcount Project

1. Launch FM:Interact and sign-in using the

credentials below:

a. Username: administrator

b. Password: fms

2. Navigate to the Scenario Planning by

Headcount view, Strategic

PlanningViewsScenario

Planning by Headcount

3. Click the “Add” button to create a new

Scenario Planning by Headcount project.

4. In the Name field, type the name of the

project “Seating Changes”.

5. In the Description field, type the

following: “Analysis of changes to the

finance department and company

growth/turnover.”

6. Choose the Start Date of today’s date.

7. Choose the End Date of three months

from the start date.

8. Click “Submit” to create the project.


Activity 1, Part 2: Create Project Scenarios

In this activity, you will create scenario

options to analyze each potential change.

Procedure: Create Scenario Options

1. From the Scenario Planning by

Headcount view grid, select the “Seating

Changes” project.

2. From the details panel, select the

“Scenarios” tab.

3. In the Scenarios tab, click the “Create

New Scenario” button.

4. From the Project Sites pop-up window,

click the checkbox for Chicago and

Colorado.

5. Click “Add Selection” to add the sites to

the project.

6. From the Create New Scenario pop-up

window, type the name “Finance Floor

to Floor Move”.

7. Click “Save” to create the scenario.

8. Repeat steps 1-7, using the following

scenario names in step 6:

a. “Partial Finance Move”

b. “Company Growth/Turnover”


Activity 2, Part 1: Analyze a Floor to Floor

Move

Scenario:

In this activity, you are a space planner and

you have been tasked with analyzing the

impact of moving the Finance Department

from floor 7 to floor 6.

Procedure: Move Finance Department

from Floor 7 to Floor 6

1. In the scenarios tab, click the “Finance

Floor to Floor Move” link to launch the

pre-landing page and begin defining the

project scope.

2. On the pre-landing page click “Manage

Buildings or Floors”.

3. For the Chicago site, check the

checkboxes for the 900 Western

Headquarters Building and 6th & 7th

Floors.

4. For the Colorado site, check the

checkboxes for the 200 Oak Park

Building and 1st & 2nd Floors.

5. Click “Save” to save the selected

buildings and floors.

NOTE: FM:Interact creates a utilization

graph for each selected building based

on the data stored in the G0 and NA

table. The data from each table is copied

into new tables to allow space planners

to analyze scenarios without impacting

production tables.


6. Click “Select All” button to add all floors to

the stacking bar.

7. From the Floor Stacking window, click the

“Phases” dropdown and select “Manage”.

8. From the Manage Phases window, click the

“Add” button to add a new phase.

9. Select the “Reorganize” phase type since we

are moving employees from one location to

another location.

10. Type the name “Floor to Floor Move” in the

Phase Name field.

11. Select a date one week from today in the

Phase Date field.

12. Click “Submit” to create the new phase.

13. Close the Manage Phase window by clicking

the “x” at the top right of the window.

14. From the Phase Menu bar select the “Floor

to Floor Move” Phase.

15. From the Group Codes container select the

Finance Department. NOTE: With the

Finance Department selected notice on the

stacking bars how the Finance bar pops out.

16. Click and drag the Finance bar from the 900

Western Headquarters building floor 7 to the

900 Western Headquarters building floor 6.

17. Click “Save” to save the floor to floor move.


Procedure: Assign employees to Seats

1. Click the 900 Western Headquarters

stacking bar room number to launch the

blocking window.

2. In the Unplaced container, expand the

Finance department and Not Seated list.

3. Click the Graphic View dropdown and

select the SP-Vacant graphic view.

4. Drag and drop all the unseated finance

employees to the open spaces on the

floor.

5. When all finance employees are seated,

click “Save” to save the updates.


Activity 2, Part 2: Analyze a Partial

Department Move

Scenario:

In this activity, you are a space planner and

you have been tasked with analyzing the

impact of moving a portion of the Finance

Department from Chicago to Colorado.

Procedure: Move a portion of the Finance

department to Colorado

1. In the scenarios tab, click the “Partial

Finance Move” link to launch the pre-

landing page and begin defining the

project scope.

2. On the pre-landing page click “Manage

Buildings or Floors”.

3. For the Chicago site, check the

checkboxes for the 900 Western

Headquarters Building and 6th & 7th

Floors.

4. For the Colorado site, check the

checkboxes for the 200 Oak Park

Building and 1st & 2nd Floors.

5. Click “Save” to save the selected

buildings and floors.

6. Click “Select All” button to add all floors

to the stacking bar.

7. From the Floor Stacking window, click

the “Phases” dropdown and select

“Manage”.

8. From the Manage Phases window, click

the “Add” button to add a new phase.

9. Select the “Reorganize” phase type since

we are moving employees from one

location to another location.


10. Type the name “Partial Floor Move” in the

Phase Name field.

11. Select a date one week from today in the

Phase Date field.


13. Close the Manage Phase window by clicking

the “x” at the top right of the window.

14. From the Phase Menu bar select the “Partial

Floor Move” Phase.

15. From the Group Codes container expand the

finance department and select FIN-AP

Accounts Payable department. NOTE: With

the Finance-AP Department selected notice

on the stacking bars how the Finance AP bar

pops out.

16. Double click the Finance AP bar to open the

select partial window.

17. In the Select Partial window, drag the bar to

select 10 employees and click ok.

18. Click and drag the partial Finance bar from

the Chicago 900 Western Headquarters

building floor 7 to the Colorado 200 Oak Park

building floor 1.

19. Click “Save” to save the partial finance floor

move.


Procedure: Resolving the “unresolved” list

In this activity, as the scenario planner you

will resolve the unresolved list by choosing

the employees who will be moved to the

Colorado building. Since the employees were

moved from the 900 Western Headquarters

building floor 07, you will navigate to that

floor to choose the employees.


Floor 7 stacking bar room number to

launch the blocking window.

2. In the unplaced container click the “FIN-

AP Accounts Payable” group to highlight

the employees in the graphic view.

3. Click and drag 10 “FIN-AP Accounts

Payable” employees from the graphic

view to the ‘unresolved’ list in the

unplaced container.

4. Click “Save” to save the changes.

NOTE: When all 10 employees are

selected the “FIN-AP Accounts Payable”

list will no longer display in the unplaced

container.


Procedure: Assign employees to the

Colorado floor

In this activity, as the space planner you

have already selected the employees who

will be moved to the Colorado floor. Now

you will assign the employees seats.

1. In the title menu, next to the “Floor

Blocking” dropdown, select the Colorado

building Floor 1.

2. In the Unplaced container, expand the

Finance department and Not Seated list.

3. Click an employee on the not seated list

to select the employee and drag and

drop the employee into a vacant space

on the floor. Repeat this step until all 10

employees are seated.


NOTE: As employees are seated the

“Group Codes” container is updated

listing out the seated employees. When

all employees are seated the “FIN-AP

Accounts Payable” list will no longer

display in the unplaced container.


Activity 3, Part 1: Floor to Unplaced Move

In this activity, as the space planner you have been

informed that the Research & Development (R&D)

department will be moved to a new building on the

Chicago site. Your organization has decided that the

R&D department will be moved to the new facility

when the site becomes available. You will place the

R&D department in a temporary holding container

to account for the upcoming changes.

Procedure: Create a new phase in the

Floor to Floor move scenario

1. In the title menu, click the “Scenario”

dropdown to select the Finance Floor to

Floor Move scenario.

2. In the phase menu, click the “Phases”

dropdown and select manage to launch

the manage phases window.

3. Click “Add” to create a new phase and

choose reorganize.

4. Type the phase name of “Floor to

Unplaced Move”.

5. Choose a phase date one week from

phase one.


7. From the stacking window select the

“Floor to Unplaced Move” phase.


Procedure: Create a new building on the

Chicago site

1. Click the “ + “ symbol on the Floors

container to create a new building on

the Chicago site.

2. From the “Manage Building and Floors”

window click “Add Building”.

3. From the “Add New Building” window,

select the “Specify details for a new

building” radio button.

4. Enter the following details:

a. Site: North America – Chicago

b. Building Code: 1000

c. Building Description: New

Building

d. Floor Code: 01

e. Floor Description: 1st Floor

f. Floor Capacity: 100

5. Click “Next”, to add the building to the

Chicago site.

6. Check the checkbox next to the new

building, to select the new building.


8. From stacking area drag the R&D

departments from both floors to the

unplaced container to be seated once

the new Chicago building opens.

NOTE: Notice that the R&D department

has been removed from the group codes

container and have been placed in the

“unplaced” container on the existing

tab.


Activity 3, Part 2: Floor to Departure Move

In this activity, you are the space planner

and have just been informed that the

International Marketing department

employees in building 900 Western

Headquarters on the 6th floor will be

terminated from the company due to

changes in the company structure. The

company has asked you to plan for their

departure and provide an updated layout of

the available space.

Procedure: Create a new phase in the

Floor to Floor move scenario

1. In the phase menu, click the “Phases”



2. Click “Add” to create a new phase and

choose reorganize.

3. Type the phase name of “Floor to

Departure Move”.

4. Choose a phase date one week from

phase two.


6. From the stacking window select the

“Floor to Departure Move” phase.


Procedure: Add employees to the

Departure list

1. From the group codes container, select

the International Marketing group in

building 900 Western Headquarters on

floor 6.

2. Drag and drop the selected group from

the stacking bar to the departure

requirements container.


Procedure: Export the new floor stack for

the Finance Floor to Floor Move scenario

1. In the far right of the phase menu click

the export button to export the current

floor stack for later review.


Activity 4, Part 1: Growth/Turnover in the

company

In this activity, you are the space planner

and you have been asked to forecast growth

and departures in the company for the

upcoming year. Your company has decided

to focus more on research instead of

marketing so it is estimated that the

Research & Development department will

grow by 20% in the first quarter and the

Marketing department will terminate 8

employees to balance the budget. You have

been asked to forecast how that will impact

the space that is available in the

organization.

Procedure: Create a growth forecast phase

1. Navigate to the “Company

Growth/Turnover” scenario by clicking

the scenario dropdown in the title menu

and selecting the scenario.

2. (If necessary) From the pre-landing page,

click “Manage Buildings or Floors” to

launch the manage buildings and floors

window.

a. In the manage buildings and

floors window, select the

Chicago site and Colorado site.

All associated buildings and

floors will automatically be

selected.

b. Click “Save” to save changes.

c. Click “Select All” to launch

stacking window.


3. From the phases menu, click the

dropdown next to phases and select

manage.

4. From the manage phases window, click

“Add” to create a new phase.

5. Choose the “Forecast” phase option

since we are projecting growth of 20% in

the R&D department.

6. In the details panel on the Details tab,

name the phase “R&D Growth” and

choose a phase date one week from

phase one.

7. In the details panel on the Forecasting

tab, type in 20% in the Research &

Development field. NOTE: Notice the

increase in employees from the current

phase to next phase.

8. Click “Submit” to save the changes and

create the phase.

9. Close the manage phases window by

clicking the “x” on the top right of the

window.


Procedure: Distribute growth across

groups in the department

1. From the stacking window, select the

“R&D Growth” phase.

2. In the Unplaced container, click the

forecasted tab and expand the Research

& Development department.

3. Click the distribution windows to

distribute the growth across the groups

within the department.

4. In the Unplaced – Distribute Forecast

window, distribute the growth to the

following groups by clicking the ‘ + ‘

symbol next to each group:

a. Chemical Research: +3

b. Contract Research: +2

c. Electronics Research: +1

d. Product Development: +2

5. Click “Ok” to save the changes.


Procedure: Assign forecasted employees

to seats in the Chicago site


building 6th floor stacking number to

launch the blocking window.

2. From the blocking window, choose the

vacant graphic view to find vacant

spaces.

3. Drag and drop the unseated future

employees from the unplaced container

into vacant spaces on the graphic view.


NOTE: Project employees are listed with a

code of “ Dept. Name+Phase#+Emp# ”.


Procedure: Create a departure forecast

phase

1. In the phases menu, click the phases



2. In manage phases window, click “Add”

to create a new phase and select the

Forecast option.

3. In the details tab, enter a phase name of

“Marketing Departures”.

4. Select a phase date of one week from

phase one.

5. In the forecasting tab, click the Change

Type dropdown and select Headcount.

6. Enter a value of negative 8 in the

marketing department.

NOTE: The negative symbol (-) is

required to forecast departures.

7. Click “Submit” to create the phase.

8. Click the “x” on the top right of the

manage phases window to close the

window.

9. In the stacking window, select the

“Marketing Departures” phase.

NOTE: Notice in the Departure

Requirements container the projected

departing marketing employees listed in

the Forecasted tab.


Procedure: Distribute departures across

groups in the department

1. In the Departure Requirements

container, click the forecasted tab and

expand the Marketing department.

2. Click the distribution windows to

distribute the departures across the

groups within the department.

3. In the Departure Requirements –

Distribute Forecast window, distribute

the departures across the groups by

clicking the ‘ + ‘ symbol next to each

group.

4. Click “Ok” to save distribution.


Procedure: Select employees who will be

terminated

1. Select the department group in the

group codes section.

2. In the stacking bar, double click the bar

for the selected group.

3. In the select partial window, select the

number of employees that will be

terminated from the selected group.

4. In the select partial window, click the

dropdown to “manage groups and

people” and check the checkbox next to

the names of the employees who will be

terminated.

5. Click “ok” to close the select partial

window.

6. Drag and drop the terminated

employees group from the stacking bar

to the departure requirements list for

each group within the department until

all departure requirements are met.

NOTE: When you click on the met tab in

the departure requirements container

no groups are listed because we have

not yet selected the employees who will

be terminated. Once all employees are

selected the group will display in the

met tab.



Activity 4, Part 2: Promote a Scenario and

Phase

In this activity, as the space planner after

analyzing the occupancy changes your

organization has decided to move forward

with the company growth/turnover

scenario. To ensure a smooth transition your

management team has decided to move

forward with the “R&D Growth” phase. You

will promote the Scenario and “R&D

Growth” phase to create a move project and

begin implementing the approved changes.

Procedure: Promote the Scenario

1. From the title menu, click the scenario

dropdown and choose Promote. NOTE:

Once the scenario is promoted you may

now create a move project by promoting

the first phase.

2. In the phase menu, click the phases



3. From the manage phases window, click

“Promote” to promote phase 1.

4. From the Promote Phase window, click

create move project. NOTE: If necessary,

in this window is where you would

change the move project description and

move date.

5. Click “Ok”.


Activity 4, Part 3: Create a sync phase to

analyze the growth/turnover in the

company

In this activity, as the space planner your

company has asked you to provide analysis

of how the growth/turnover will impact the

space in the company. You decide to create

a sync phase to insert production data into

your scenario to compare current occupancy

levels and staff locations vs future planned

phases.

Procedure: Create a Sync Phase

1. In the phases menu, click the phases



2. Click “Add” to create a new phase.

3. Select the Sync option for the phase.

NOTE: The phase name is automatically

set based on the date and time in which

the sync phase was generated.

4. Click the “Sync” tab.

5. In the “Sync” tab click “Show All” to

generate the Sync report.

a. Click “Show Changes” to filter

the report to only show the

changes.

NOTE: In the sync report identify rows

highlighted in yellow to review how

changes will impact occupancy levels.

Scroll down until you find rows

highlighted in yellow/goldenrod.

6. Click “Submit” to create the phase.


Procedure: View the Scenario Planning

Move Project

1. Close Manage Phases window and

Stacking window.

2. Navigate to the Move Management

module: Move Management

ViewsMove Status View - Planner

3. In the Move Status View – Planner view,

click the projects dropdown and select

the scenario planning move project.

NOTE: From this point the Move project may

be managed just like a standard move

project. For Move Management training

visit, http://fmsystems.grokcloud.com or

contact our training team via email at

[email protected] .

http://fmsystems.grokcloud.com/

mailto:[email protected]


Activity 5: Reconfigure an Existing

Floor Plan for Scenario Planning

Introduction

If a Scenario Plan calls for a reconfigured floor

plan, the AutoCAD Technician needs to follow

the procedure presented here.

The Space Planner and AutoCAD Technician

need to make sure the reconfigured floor plan is

available to Scenario Planning, and does not

affect production.

Once a scenario is selected as a solution, the

scenario planning drawing will be converted to

production.

Procedure: Reconfigure an Existing Floor

To reconfigure an existing drawing in Scenario Planning without impacting the production drawing, you use the Save As New SP function.

1. Launch FMCAD from your desktop by double-clicking the FMCAD 2018 icon.

2. Open the drawing file you wish to use in Scenario Planning from the FM Drawing Files folder.

• Example: 500-05.dwg

3. From the FM:Systems ribbon, select Save as New.

• Result: You are prompted to save the drawing as a new Scenario Planning Drawing.

• Note: Files used in Scenario Planning include the .fmsp extension.


4. Select the SPDrawings folder to save the drawing in. Click Save.

• Result: The AutoCAD drawing is now a drawing that is capable for use in Scenario Planning. The file name now includes the .fmsp designation.

5. The FM:Systems ribbon options change

to support Scenario Planning.

6. Complete any reconfigurations you need, including polylining and tagging of the space.

a. Example: Combine Workstations 5221B and 5221C into a single workstation. Keeping the space tag for room 5221B.

7. From the FM:Systems ribbon, select the

Sync DB button to sync the database with FM:Interact.

8. From the FM:Systems ribbon, select the Publish option.

• Result: The .fmsp version of the drawing is available for use in Scenario Planning.

• Result: The system prompts you to enter a description of the reconfigured floor plan.

9. Type a description of the reconfigured

drawing, and click Publish.

• Result: The reconfigured floor plan is complete. The Scenario Planner will see the formatted floor plan in FM:Interact.


Activity 6: Using a New Floor Plan

for Scenario Planning

Introduction

If a Scenario Plan calls for a new floor plan that is not included in your existing real estate portfolio, the AutoCAD Technician needs to follow the procedures presented here.

The Space Planner and AutoCAD Technician need to make sure the floor plan is available to Scenario Planning and does not affect production.

Once a Scenario is selected as a solution, the Scenario Planning drawing is converted to production. NOTE: This activity assumes you now understand how to create and manage a Scenario Planning project including defining scope, creating phases, stacking and blocking. For further assistance refer to previous activities in this activity guide.

Procedure: Use a New Floor Plan for

Scenario Planning

1. Launch FM:Interact and sign-in using the credentials below:

a. Username: administrator b. Password: fms

2. Navigate to Strategic Planning Views Scenario Planning by Head Count.

3. Click “Add” to start a new Scenario Planning project.

4. In the Project Details tab, name the project “Reconfigured Floor” and click “Submit”.


5. Once the project is created click “Edit” next to the “Reconfigured Floor” project.

6. In the Project Details tab, click “Add Site” in the Geographic Scope section.

7. In the Project Site popup window, choose the New York site and click “Add Selection”.

8. Select the Scenarios tab and click the “Create New Scenario” button.

9. In the Create New Scenario popup window, enter the name “Reconfigured Floor Plan” and click “Save”.

10. Click the “Reconfigured Floor Plan” link to launch the Scenario Planning scope landing page.

11. Click the Manage Buildings or Floors button and select the “5th Floor”. Click “Save”.

12. Click the Select All button to select the floors for stacking. Click “OK”

13. Add the first phase to the project as a Reorganize phase.

14. Close the Manage Phases window. 15. Choose the 1st phase from the phases

menu bar. 16. Click the stacking bar floor number (05)

to launch the blocking window. 17. From the blocking window floorplan

toolbar, click the Reconfigure Floor button.

18. Select the “500-05.fmsp” reconfigured floorplan drawing and click “OK”. NOTE: The reconfigured floor plan can now be used. The employee who was assigned to room 5221C will now need to be assigned to a vacant workstation. The employee will be listed in the Unplaced container.


Activity 7: Converting a Scenario

Planning Drawing to Production

Introduction

IMPORTANT: When a Scenario Plan (and any

phases associated with the Scenario) is

promoted to Move Management as the scenario

solution, the Scenario Planning drawing must be

converted to a production drawing.

Procedure: Convert a Scenario Planning

Drawing to Production

1. In FM:Interact, promote the Reconfigured Floor Scenario Planning project and 1st phase to create a move project.

2. Launch FMCAD from you desktop by double-clicking the FMCAD 2018 icon.

3. Open the Scenario Planning drawing file that you wish to convert to production.

• Example: 500-05.fmsp.dwg 4. From the FM:Systems ribbon, select

Convert.

• Result: The Transfer Scenario Planning Drawing to Production dialog box appears.

5. Verify the Scenario name, and from the Phase drop-down, select the phase you wish to move to production.

6. Click Transfer.

• Note: This transfers ALL updated

space data from the Scenario

Planning Tables to the A0 Table. This

includes updated/reconfigured

rooms and tags and any updated

space standards or A0.Groups data.


• Result: You are prompted to save the

reconfigured drawings.

7. Update the file name, and click Save.

• Result: AutoCAD updates the

FM:Systems ribbon.

8. Click Publish.

• Result: The reconfigure drawing is

published for use in FM:Interact.

The Last Step

In FM:Interact, the Reindex Utility must be run to

update the database. The Reindex utility is found

at:

REQUIRED: Prior to reindex, post

all the Moves from the Scenario

Planning Move Project.

System AdministrationManage

ModulesBuilt-In ModulesSpace

ManagementReindex Utility

After the Reindex, navigate to

Space Management Sites New

York 500 Western III Tower 5th

Floor

NOTE: The updated floor plan is now

used in production as well as the

space data changes that were made

in the Scenario Planning project.


Notes: