Available for an ArcGIS organization licensed with the Indoors extension.
Once one or more plans are created, and a plan is opened, the Plan tab in the Space Planner app contains the number of people and units without an assignment and additional details on the Hot Desks and Hotels in the plan. Space managers can begin to reassign occupants to spaces using the app.
Note:
You will need to have privileges associated with the default role of Data Editor or higher to make changes to a plan. If you're using a custom role, the edit privilege for features needs to be enabled to open and edit plans.
- Assign or reassign occupants and spaces.
- Unassign currently assigned occupants and spaces.
- Create activity-based spaces such as hotel and hot desk areas.
Assign occupants
You can assign occupants from multiple places in the app. Options include:
- The Plan tab
- The Units list
- The Assignments list
Plan assignments
The Not assigned section of the Plan tab reflects the number of people and units that are not currently assigned to a space or activity area, and the number of spaces that currently do not have anyone assigned or are not assigned to an activity area.
Unassigned People
You can click the number of people to activate a list that can be searched or filtered for a specific person that you want to assign to a space, hot desk or hotel.
Tip:
You can filter the list of unassigned occupants by Site if SITE_ID and SITE_NAME values were generated when the Generate Occupant Features geoprocessing tool was run.
Tip:
Dragging an occupant from a unit's info card to another unit on the map also assigns the occupant to that space., Hot Desk button 
, or Hotel button 
to open a dialog box and choose a space.Tip:
You can search for a specific space in the dialog box that appears.
Unassigned Units
The Not Assigned area of the Plan tab contains a list of spaces that are not currently assigned to occupants, hotels, or hot desks. Click the number of Units to activate the list of units that don't have someone assigned. You can filter the list and assign results all at once, or you can assign each space individually by hovering over a space in the list and clicking either the Person button , Hot Desk button , or Hotel button to open a dialog box from which you can choose a person or space to assign.
Tip:
You can search for a specific person or space in the dialog box that appears.
Units
You can see a list of units by clicking the Units icon . Hover on a unit in the list and click either the Person button , Hot Desk button , or Hotel button to open a dialog box and choose the person or space to assign to the unit.
Tip:
You can search for a specific person or space in the dialog box that appears.
Assignments
You can see a list of assignments by clicking the Assignments icon. Assignments are listed for each assigned space. The list can be filtered, sorted, and clicking on an assignment in the list will adjust the map to center on the assignment. You can drag an assignment from the list to a unit in the map to assign them to that space.
Note:
- People can be assigned to multiple units, hotels, hot desks or any combination of the three, and as a result, one person can have multiple assignments in this list.
- Once an assignment is placed on the unit in the map, you have the option to unassign the associated occupant from existing assignments in the dialog box that appears.
, Hot Desk button , or Hotel button to open a dialog box and choose a space. Tip:
You can search for a specific space in the dialog box that appears.
Unassign occupants
Space Planner includes a full list of occupants in the occupants feature class on the map. You can unassign occupants from spaces in the Assignments list or on the map. A common scenario is a team moving from one building to another on a campus. The entire team must first be unassigned from their current building before being assigned to spaces in the new building.
Assignments list
When the Assignments list is activated in Space Planner, it lists all occupants the map contains and their current space assignments. The Assignments list can be used to highlight single occupants on the map or can be used to filter groups of occupants. Once the Assignments list has been filtered, you can unassign all the occupants currently in the list.
Caution:
Ensure the list is correct before performing any batch operation from the Assignments list. It is possible to unassign occupants accidentally if the list is large.
You can hover over an assignment in the list and click the Unassign button 
to remove an occupant from that unit.
In the map
You can select spaces and occupants in the map. When a space is selected, any assigned occupants are shown in an info card. Click the Unassign button 
to unassign the occupant from the space. If that person is the only occupant in the space, the space is also unassigned.
Unassign spaces in the Units list
After activating the Units list, you can click a unit to highlight that unit's information on the map. From there, you can unassign an occupant from the unit in its info card. You can also filter the Units list to unassign a collection of units all at once.
Caution:
Ensure the list is correct before performing any batch operation from the Units list. It is possible to unassign units accidentally if the list is large.
You can hover over an occupied unit in the list and click the Unassign button to remove an occupant from that unit.
Create hotels and hot desk areas
The Assigned to area of the Plan tab contains Hotels and Hot Desks. You can activate a list of current hotel and hot desk areas for your plan by clicking on one or the other.
Complete the following steps to create a new hotel or hot desk area:
- Click Hotels or Hot Desks to activate the list to which you want to add an area.
- Click Add at the top of the activated list.
The Add a hot desk area dialog box appears.
- Enter a name for the area and click Add.
The new hotel or hot desk appears in its respective list.
- Click on the new hotel or hot desk area to modify its occupants or units.
You can also see additional details about the area or delete it.