Verify, export, and merge space plans

Available with the ArcGIS Indoors Spaces extension.

Indoor Space Planner options allow you to review the plan summary, export to CSV, and merge your current plan into the default plan.

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 in ArcGIS Online

Review the plan summary

You can review a summary of information about the local plan, such as plan details, descriptions, and ownership. Complete the following steps to access this information:

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

Export space plans

Once you finish making updates to the current 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 the export to only include assignments for units or workspace areas.

4. Click Download to view the CSV file.

Get the latest floor plan changes

When changes have been made to the floor plan or occupant data in the default space plan, you can update your current plan to reflect those changes. For example, data in the default plan may have been updated to include employees who were recently hired or to reflect a remodeled floor in a building. By incorporating these real-world updates into your space plan, you can view and assign new employees to offices and access the most up-to-date floor plans without creating a new plan.

If changes have been made to the units or occupants features in the default plan since you merged your space plan, you are prompted to update your current plan to reflect the changes the next time you open or refresh the app. You can also get the latest updates to unit and occupant data in your current plan from the Merge panel.

Note:

Only changes to units and occupants require you to update your current plan. Changes made to other floor plan layers (Facilities, Levels, Details, and so on) are automatically updated in the app, even if you do not choose to get the latest changes. Update the current plan when prompted to ensure information in your current plan is accurate.

The process to get the latest changes to units and occupants features in Space Planner is similar to the reconcile process used in branch versioning but involves some additional postprocessing to update assignments for occupants or units. Conflicts are resolved in favor of the plan by removing assignments from units or workspace areas when the feature is deleted.

The following are examples of how changes to the floor plan or occupants are updated in your current plan when you choose to get the latest changes:

• If a unit’s shape is updated in the floor plan and a person is assigned to that unit, the unit's shape is updated in the current plan and the person is still assigned to it.
• If a unit is deleted and someone is assigned to it in the current plan, that person will be unassigned from the unit.
• If a unit is deleted that is assigned to a workspace area in the current plan, the unit is no longer assigned to the workspace area.
• If an occupant is deleted in the default plan, that person's record will be deleted and their assignments will be removed when you merge your plan to the default, as long as you have not updated assignments for that person in the current plan.

Note:

If you have made changes to a unit or an occupant in the current plan and that unit or occupant has been removed in the default plan, when you merge your plan, those changes are not deleted. For example, If you assigned Jane Doe to Room 123 in your current plan but Jane Doe no longer works for your organization and has been removed from the default plan, when you merge your current plan, Jane Doe will still be assigned to Room 123. If you had not changed Jane Doe's assignment in your plan before merging it, their occupant record would have been removed when you merged the plan.

Complete the following steps to get the latest changes to units and occupants in the current plan:

1. Click the Options button .
2. Click Merge.
3. Choose Get latest changes from default plan into current plan to update your current plan with changes to floor plan and occupant data in the default plan.

   Alternately, you can choose Get latest changes in current plan and merge into default plan to update your current plan and merge it to the default plan.

4. Click Get Latest.

   If you chose to get changes and merge into the default plan, click Merge.

   Floor plan and occupant changes in the default plan are merged into your current plan. If you chose Get latest changes in current plan and merge into default plan, your changes are also merged into the default plan.

Merge space plans

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

The following types of changes can be merged to the default plan in Space Planner:

• Allocations—Unit allocations to organization areas
• Occupant assignments—Occupant assignments to offices, home office, or workspace areas
• Unit assignments—Unit assignments for specific occupants, or assignments to workspace areas as hot desks, hotels, or meeting rooms
• Occupant and unit attribute edits

Note:

You can restrict the ability to merge plans to a specific group in the Configure App panel when the app is created. You must be a member of the specified group to merge plans, even if plans are shared with other groups of which you may be a member.

1. Click the Options button .
2. 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.

Note:

Placeholder occupants will not be merged in the default plan.