Verify, export, and merge your space plans

ArcGIS Enterprise (10.9.1)    |

Available for an ArcGIS organization licensed with the Indoors extension.

Indoor Space Planner options allow you to view the plan summary, export to CSV, and merge your plan into your data.

Note:

You must have privileges associated with the default role of Data Editor or higher to open a plan, make changes to a plan, and merge a plan. If you're using a custom role, the edit privilege for features must be enabled.

Learn more about user types, roles, and privileges

View the plan summary

You can see a summary of information regarding the active plan, such as plan details, descriptions, and ownership. Complete the following steps to access this information:

  1. Click the Options button Options.
  2. Click Summary.

Export space plans

Once you finish a plan and it meets the needs of the organization, you can export it in CSV format for use in other applications.

Note:

Only changes made to occupant assignments are included in the exported file.

  1. Click the Options button Options.
  2. Click Export.
  3. Optionally, choose what you want to export.

    You can include all changes or customize changes to only include assignments for units, hotels, or hot desks.

  4. Click Download to view the CSV file.

Merge space plans

You can incorporate reviewed and finished space plans into your GIS data by merging the currently active plan to the default plan for your organization.

Note:

An organization administrator can configure a group with merge permissions in the configurator when the app is created. You need to be made part of the specified group by your organization administrator to merge plans and either be the plan owner or the organization administrator.

  1. Click the Options button Options.
  2. Ensure that the plan you want to merge is the active plan. If not, open the active plan.
  3. Click Merge.

    Changes made in the plan since it was created are merged into the default plan.

  4. Caution:

    Working simultaneously with more than one plan with changes that involve the same occupants or units can cause conflicts. The last plan that is merged overwrites changes that involve the same occupants or units in prior merged plans. Once changes have been merged, they cannot be undone.

Reconcile your plan

You can update your plan with floor plan or occupant real-world changes when you merge your plan. By reconciling the real-world changes such as new hires, you can see the new employees in your plan and assign them. Alternatively, your plan can also reflect that an employee no longer works at the organization. If more units have become available, you can have the plan reflect those new spaces.

Complete the following steps to reconcile your plan:

  1. Click the Options button Options.
  2. Click Merge Merge in the pane that appears.
  3. Choose the Get latest changes option.
  4. Click Get Latest.

    Floor plan and occupant changes in the default plan are merged into your active plan.

    Tip:

    You can see a list of changes before you click Get Latest through the Get latest changes icon changes.

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