Prepare a map for use in Space Planner

Available with the ArcGIS Indoors Spaces extension.

Sharing a Space Planner web map to ArcGIS Online requires sharing web maps to support visualization and space planning management workflows.

Before you prepare a Space Planner map and share it to your ArcGIS organization for use in the Space Planner app, you must create data that conforms to the ArcGIS Indoors Information Model. This involves creating an Indoors database and loading data using geoprocessing tools in the Indoors toolbox.

The Indoors geodatabase created using the Create Indoors Database tool contains the required fields, attributes, and domains for Space Planner. If you are using an Indoors geodatabase created using a previous version of ArcGIS Pro, you can use the Upgrade Indoors Database tool to update the geodatabase schema with the most recent Indoors model schema for your version of ArcGIS Pro. This includes the feature classes, tables, fields, and domains required for space planning and workspace reservations with the Indoors apps. If you created an indoor dataset using the Create Indoor Dataset tool, you can also use the Upgrade Indoors Database tool to upgrade the workspace with additional Indoors model schema items required for full functionality of space planning and workspace reservations in the Indoors apps.

Required layers

Web maps used in Space Planner must have the following feature classes and stand-alone table populated in the Indoors geodatabase:

• Occupants—Corresponds to the Occupants feature class in the Indoors model. This feature class is created when you use the Create Indoors Database tool in ArcGIS Pro and populated using the Update Occupant Features tool.
• Units—Corresponds to the Units feature class in the Indoors model.
• Levels—Corresponds to the Levels feature class in the Indoors model.
• Facilities—Corresponds to the Facilities feature class in the Indoors model.
• Areas table—Corresponds to the stand-alone Areas table in the Indoors model. If you are using an indoor dataset created using the Create Indoor Dataset tool, you must create the Areas table.

Learn more about loading data into the Indoors geodatabase

Calculate Assignment Type field values

You can precalculate the ASSIGNMENT_TYPE field values for features in the Units layer to use in the Space Planner app. You can do this manually or by calculating fields using tools in ArcGIS Pro. You can also define the assignment type for units features later in the app.

For example, you can set the ASSIGNMENT_TYPE field values for Units features to fast track your planning in the Space Planner app as follows:

• None—Spaces that have no occupant or unit assignment
• Not Assignable—Spaces that should not be used for space assignment and planning, such as kitchens, restrooms, storage rooms, and circulation areas
• Office—Spaces that are assigned to occupants
• Hot Desk—Spaces available for short-term use that are not intended for individual assignment
• Hotel—Spaces available for booking
• Meeting Room—Conference or collaboration spaces available for booking

Note:

If a unit is configured as Not Assignable, you can enable assignments for the unit in Space Planner to assign an occupant to the unit or assign the unit as a hot desk, office hotel, or meeting room in a workspace area.

The following is a sample workflow to set the ASSIGNMENT_TYPE field value of Office for units that are assigned to employees:

1. Open the Space Planner map in ArcGIS Pro.
2. Right-click the Units layer in the Contents pane and click Joins and Relates > Add Join.
3. Choose Units from the Input Table drop-down list.
4. Choose UNIT_ID from the Input Join Field drop-down list.
5. Choose Occupants from the Join Table drop-down list.
6. Choose UNIT_ID from the Join Table Field drop-down list.
7. Click OK to create the join.
8. On the Map tab in the Selection group, click Select by Attributes.

   The Select by Attributes pane appears.

9. For Input Rows, choose the units layer.
10. For Selection type, choose New selection.
11. Click New Expression and choose values from the drop-down menus to construct the following clause: UNIT_ID IS NOT NULL
12. Click OK.

    All the units with occupants assigned to them are selected in the map.

13. Use the Calculate Field tool to set the ASSIGNMENT_TYPE field value for the selected units to "office".

    Caution:

    Check the Enforce Domains check box before running the tool to ensure that your updates conform to the field's associated coded domain. If the field value does not match one of the values in the coded domain, it can cause errors in map symbology and app functionality.

These units features include an Office designation on their info card in the Space Planner app.

Optional layers

You can include additional layers in a map, such as the Area Roles table to enable reservation management capabilities or feature layers for enhanced visualization in the app.

Add the Area Roles table

When configuring workspace areas in Space Planner, you can assign one or more reservation managers if you include the Area Roles table and are using the Reservations layer. Reservation managers can book hotels and meeting rooms on behalf of other occupants, and manage bookings for others in Viewer and Indoors mobile. The Area Roles table must be shared as part of the same feature service as the Occupants and Units layers and the Areas table.

The Area Roles table is created when you use the Create Indoors Database tool in ArcGIS Pro 3.0 and later. If you have an Indoors geodatabase created in an earlier version of ArcGIS Pro, you can use the Upgrade Indoors Database tool to update the Indoors database schema with the latest Indoors model schema for your version of ArcGIS Pro and create any missing feature classes and tables, including the Area Roles table.

Add layers for visualization

You can add the Details layer to a Space Planner map to enhance visualization. This layer describes your facility's linear asset footprint and includes features such as walls, doors, and columns.

You can include additional layers for features in Space Planner to help visualize spaces and assist with space assignments. For example, you can add layers for exits, events, or zones.

Caution:

Be careful when including map layers derived from the required layers for Space Planner. For example, only the units layer should include the ASSIGNMENT_TYPE attribute, and only the occupants layer should include the AREA_ID attribute. Ensure that layers derived from units and occupants layers do not include these values, or the Space Planner app may not load the map properly.

Prepare a Space Planner map to share to ArcGIS Online

To prepare a map in ArcGIS Pro to share to ArcGIS Online for use in Space Planner, you can create a single map and add all the necessary layers to the map. You can then share it to ArcGIS Online. The Space Planner web map must contain all the layers required by Space Planner.

Tip:

You can use the Space Planner map templates included in the product data to prepare a map for Space Planner. You can update the source of layers in the map template to point to the corresponding layers in your Indoors workspace and share the map to your organization for use in Space Planner.

To create and prepare a map for use in Space Planner, complete the following steps:

1. Start ArcGIS Pro.
2. Sign in to your ArcGIS Online account, if necessary.
3. Create a project and add a connection to the Indoors geodatabase or open an existing project that contains the Indoors geodatabase.
4. Click the Insert tab and click the New Map button to create a map, if necessary.
5. Add the required layers listed in the following table, along with any optional layers, and set the corresponding visibility:

   Layer	Required	Visibility
   Events	No	Off
   Occupants	Yes	On
   Details	No	On
   Units	Yes	On
   Levels	Yes	On
   Facilities	Yes	On
   Areas	Yes	Not applicable (stand-alone table)
   Area Roles	No	Not applicable (stand-alone table)

6. Configure the map and additional layers as floor-aware.

   Maps that aren't floor-aware are not supported in the Space Planner app.

   Note:

   You must apply filters that impact the Occupants layer to the map service or feature service before you share the web map.

7. Set the visible scale range of the layers as necessary.
8. Set the symbology properties for the following layers:

   Details	Set the symbology according to the USE_TYPE attribute.
   Units	Set the symbology according to the ASSIGNMENT_TYPE attribute.
   Occupants	Use an empty point symbol (no color or outline, and size 1).

   Note:

   Use caution when applying symbols for feature layers that have dense coverage. For example, offices, which are stored in the Units layer, are symbolized by the color of the unit polygon and shouldn't have individual point symbols.

9. Turn on labeling for the Units layer (NAME attribute) and the occupants layer (KNOWNAS attribute).

   You can configure labels so that occupied office units display the occupant's name and unoccupied offices display the unit's name to visually identify which offices are vacant or available to assign in the app. To hide the unit name label for occupied offices, configure labels for the units layer as follows:

   1. Right-click the Units layer in the Contents pane and click Labeling Properties.

      The Label Class pane appears.

   2. Click the SQL query tab and click New expression.

      The expression builder appears.

   3. Click the SQL toggle button.

      The SQL text box appears.

   4. Type the following expression in the SQL text box:

      ASSIGNMENT_TYPE <> 'office'

   5. Click Apply.
10. Optionally, if occupant labels overlap the labels for adjacent units, you can use an Arcade expression to stack the occupant labels.
    1. Right-click the Occupants layer in the Contents pane and click Labeling Properties.

       The Label Class pane appears.

    2. Click the Label expression tab if necessary.
    3. Replace the expression in the Expression text box with the following Arcade expression:

       Replace($feature.KNOWNAS, ' ', TextFormatting.NewLine)

    4. Click Apply.
11. Set the display field in the layer properties for the occupants layer, if present, to KNOWNAS and all other map layers to NAME.

    Note:

    The Space Planner app uses the display field value for labeling certain items in the app, such as the info card title. Setting this in ArcGIS Pro can help avoid confusion for app users.

12. Configure pop-ups for any layers you want to identify on the map.

    Configuring pop-ups enables interaction with features in the Space Planner app. How you configure the pop-ups determines what appears on the info cards for occupant and unit features.

13. Ensure that the map has a coordinate system set for Current XY, such as WGS 1984 Web Mercator (Auxiliary Sphere).

    Note:

    Geographic and projected coordinate systems are supported in Space Planner.

14. Optionally, rename the map to make it easily identifiable, and complete all metadata fields.
15. Set the display extent of the map to display all of the map data.
16. Add any Esri-hosted basemaps or custom basemaps to the map.

    Configure a basemap to use either an Esri-hosted basemap or a custom vector tile package basemap.

17. Clear all feature selections.

If you have an existing map symbolized by assignment types, you can update it based on new assignment types in the Indoors model.

Configure a basemap

A basemap is an essential component of an indoor map that provides context and perspective for nearby features. When selecting a basemap, consider the scale of the map. Unlike image tile basemaps, vector tile basemaps are smaller in size and support higher levels of detail.

In ArcGIS Pro, you can add basemaps from the Basemap gallery in the Layer group on the Map tab. Depending on your active portal's configuration, the gallery may include default Esri basemaps, maps shared to your organization's basemap gallery group, and basemaps added to a project in ArcGIS Pro.

To add Esri vector basemaps to a map, complete the following steps:

1. Copy the URL for the vector basemap you want to add.
2. Click the Add Data drop-down arrow in the Layer group.
3. Choose the Data From Path option.

   The Add Data From Path dialog box appears.

4. Paste the URL.
5. Click Add.