Available with the ArcGIS Indoors Spaces extension.
Indoors Space Planner is available in the Indoors apps gallery of your ArcGIS organization with the ArcGIS Indoors Spaces extension.
Before creating the Indoors Space Planner app, you must prepare a map for Space Planner in ArcGIS Pro and share the map to your ArcGIS Online organization.
Once you create the Space Planner app, you can configure app settings for merge permissions and the automatic sign-out timer. You can also create floor plans and configure workspace areas.
Create the app
Once the Space Planner web map is configured and the required layers and tables have been verified, create the Space Planner app from the Indoors apps gallery.
To create the Space Planner app, complete the following steps:
- Verify that you are signed in to your ArcGIS organization and have the necessary privileges to create content in ArcGIS Online.
- Browse to the Indoors apps gallery page using one of the following methods:
- Click the Apps button
in the header of the site to see the apps available to you, then click Indoors. - On the My Content page, click Create app, then click Indoors.
- On the item details page of the web map shared for Indoors, click Create Web App, then click Indoors.
- Click the Apps button
- Click Create on the Indoors Space Planner card.
- Choose a map from the list of available web maps, then click Select Map.
To select from maps created by another member of your organization or maps shared with a group, click the My Content drop-down menu to change the selection of maps available.
- Provide the title, tags, summary, and folder.
- Click Create App.
The minimum requirement for configuring the app is to choose a Space Planner web map. The Space Planner app is created using the Space Planner web map as the source and the chosen options in the active Configure App panel. You can switch to a different Space Planner web map in the Configure App panel and make configuration changes, such as setting merge permissions or configuring automatic sign out.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click Close
at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Alternatively, you can close the Configure App panel and start creating plans on the specified map.
Restrict plan merging to a group
You can restrict the ability to merge plans to a specific group of people in your ArcGIS organization. If merging is not restricted, you can only merge changes for plans you create.
Note:
Only one group can be chosen to restrict the ability to merge plans. It is recommended that the group settings are configured so that the group is only visible to group members and members can only join the group by invitation.
To restrict the ability to merge plans to a group, complete the following steps:
- Verify that you are signed in to your ArcGIS organization and have the necessary privileges to create content in ArcGIS Online.
- Create a group in your ArcGIS organization that contains members that you want to allow to merge plans.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Turn on the Restrict merging capability to authorized users only toggle button in the Space Planner Merge section.
The Select authorized groups drop-down menu appears.
- Click the Select authorized groups drop-down arrow and choose the group you created.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click Close at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Configure automatic sign out
You can configure Space Planner to automatically sign out users after a period of inactivity. This can help prevent unauthorized access to corporate floor plans and other related indoor information by people who have access to staff computers when staff are away.
To configure automatic sign out, complete the following steps:
Note:
Ensure that changes are saved in the Configure App panel before closing it.
- Verify that you are signed in to your ArcGIS organization and have the necessary privileges to create content in ArcGIS Online.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Turn on the Enable Auto-Sign out for app inactivity toggle button in the App Auto-Sign out section.
The Idle Time (seconds) and Popup Time (seconds) parameters are turned on.
- Specify a duration for the Idle Time (seconds) parameter.
This is the time in seconds that the app can be left idle before displaying a pop-up to determine whether the app is still in use.
- Specify a duration for the Popup Time (seconds) parameter.
This is the time in seconds that the pop-up appears before anyone who is signed in is automatically signed out. The duration is included in the pop-up and counts down.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click Close at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Configure list filters
You can configure the fields used to filter the Assignments, Unassigned People, Units, and Unassigned Units lists in the app.
To configure list filters, complete the following steps:
- Verify that you are signed in to your ArcGIS organization and have the necessary privileges to create content in ArcGIS Online.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Click Next
in the Configure App panel to access the filters section. - Review the check boxes for available field filters for Assignments, Unassigned People, Units, and Unassigned Units.
The check boxes are checked for the following fields by default:
- Filter (Assignments)—Department, facility, job title, level, site, team
- Filter (Unassigned People)—Department, job title, site, team
- Filter (Units)—Facility, level, site
- Filter (Unassigned Units)—Facility, level, site
Fields can be filtered differently based on their data type:
Field type Filter by Number
A single value or a range of values. You can define the range by setting a minimum value, a maximum value, or both.
Date
A single date or a range of dates. You can define the range by setting a minimum value, a maximum value, or both.
String
A single field value.
Coded value
A single field value.
Note:
Geometry fields, such as the Shape field, cannot be set as filters.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click Close at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Display a configured unit name
You can configure how the unit name appears throughout the app. For example, you can display a unit's long name if some units have identical short names. The third breadcrumb in the Configure App panel contains the configuration option.
To configure a unit's name, complete the following steps:
- Verify that you are signed in to your ArcGIS organization and have the necessary privileges to create content in ArcGIS Online.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Click Next in the Configure App panel to access the Unit Name section.
- In the Unit Name section, click the drop-down arrow to review the fields you can use to configure the unit's name throughout the app.
The options in the drop-down menu include text fields from the Units feature class.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click Close at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
Configure workspace areas
You can configure workspace areas to enable booking capabilities for the types of units that are relevant to your organization. For example, if your organization plans to manage only office hotels using Space Planner and does not need to do the same for hot desks or meeting rooms, you can create a workspace area that includes only office hotels.
To configure workspace areas in Space Planner, complete the following steps:
- Verify that you are signed in to your ArcGIS organization and have the necessary privileges to create content in ArcGIS Online.
- Browse to the Space Planner app
and click the app title.
The app's item details page appears.
- Click Configure.
The Space Planner app opens with the Configure App panel available.
- Click Next in the Configure App panel to access the Workspace Areas section.
- In the Workspace Areas section, ensure that the check boxes for the types of units that your organization manages are checked:
- Hot Desks
- Office Hotels
- Meeting Rooms
If the office hotels or meeting rooms types are enabled, choose either Microsoft 365 or the Reservations layer as the reservation method for each.
Note:
The Microsoft 365 or Reservation layer option is for use in Space Planner. Ensure that the same option is selected for configuring workspace reservations in Indoors Viewer.
- Click Save.
A confirmation message appears, confirming that the configuration options were saved.
Tip:
At any point during the configuration process, you can do one of the following:
- Click Save to save the recent updates.
- Click Save As to save a copy of the existing app configuration.
- Click Close at the top of the Configure App panel to close it. If you have unsaved changes, you will be prompted to discard them.
You can create workspace areas in plans based on the selected configuration and assign units and occupants to them.
Configure organization areas
You can enable organization areas to help with space allocation across an organization. Spaces can be allocated to different organization areas or reallocated to other organization areas based on changing business needs, or when undergoing restructuring. Allocating spaces to organization areas also facilitates workspace area planning by giving space planners insight into which units are available for assignment. For example, you can allocate units for Human Resources so that the organization area has enough units to assign to staff and meet their occupancy needs.
Configure shared allocation
You can enable shared allocation to allow allocating common spaces to more than one organization area. For example, a classroom or laboratory shared between Chemistry and Biology classes at a university, or a conference room shared by Sales, Marketing, and Accounting departments in a corporate office.