Verify, export, and merge your space plans

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 will need to 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 needs to be enabled.

Learn more about user types, roles, and privileges

View the plan summary

You can see a summary of information regarding the currently selected plan, such as plan details, descriptions, and ownership. To access this information, do the following:

1. Click the Options button .
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 .
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 will 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 .
2. Confirm 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.

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.