Buildings

Buildings are at the top of the hierarchy. They include display, location, and floor settings. In the Analyze module, you can see how buildings are used by looking at booking data. To add floors to the building, first create the building.

If the building syncs from an outside source, some fields are read-only.

To view building configuration options, go to Facilities > Buildings and click a building in the list.

The Buildings page includes the following:

• Table filters: Customize the table by applying filters, repositioning columns, and sorting them.

• Search: Type in at least 3 characters to find an existing building.

• Export: Download details from the table to provide a backup of important data for future reference. Click the export icon at the top of the table.

• Create building: Create a new building with location details.

• Name: Provides a description of the building.

• Region: Specifies the larger area encompassing the building, such as the North America region, which might include Canada and the United States.

• Leased / owned: Indicates whether the building is leased or owned.

• Show: Specifies whether the building shows or hides in the Analyze module.

• Updated: Note the date when the building's details were last modified.

• 3 dots menu

  • Update: Change the building details.

  • Delete: Delete the building.

• Pagination: Use the left or right arrows at the bottom of the grid to navigate through pages or select a specific page number. To adjust the number of entries displayed per page, click 25 per page and select a higher or lower number to show (10, 25, 50, or 100).

Export table

Download details from the table to create a backup of important data. This allows for future reference, easy sharing with others, and deeper insights through more data analysis. The exported data is saved as a Microsoft Excel Comma Separated Values File.

1. Go to Facilities and select an option.

2. Click Export. Depending on the browser you use, do one of the following:

   • The export automatically downloads to the download folder.

   • In the Save As window, navigate to a location to save the file and click Save.

Create building

1. Go to Facilities > Buildings > Create building.

2. On the Create building page, enter the building information:

   Display

   • Name: The building name appears in the configuration building list, Analyze dashboards, and Allocate pages. Enter a name up to 100 characters.

   • Leased / owned: Indicate whether the building is leased or owned. The metrics displayed in Analyze differs for owned buildings. Leased buildings show usage and space metrics, while owned building show usage metrics.

   • Show building: Select Show to display the building in the Analyze module or Hide to hide it. For instance, home office locations might be registered as buildings, but your company prefers to hide them since they're not part of the typical plan scenarios.

   • Region: Assign each building to a region, such as North America or Europe. To select a region, type at least 3 characters and matching regions appear in the list. You can also scroll through the list and select one. If the region doesn't exist, create a new one.

   • Engagement score: Enter a percentage value reflecting employee satisfaction with the building. This value might be derived from employee surveys or human resources. This score is used in the Analyze module when viewing usage details in building metrics.

   • UUID: Universal unique identifier values are read-only and help with simplified identification of resources. The UUID maintains the object's identity consistently across different environments.

   Location: Enter location details.

   • Address

   • Address 2

   • Postal code

   • City

   • State / province / region

   • Country

   • Time zone

   • Latitude & Longitude: Each value must be unique and not used for another building. To get the latitude and longitude, navigate to Google Maps and find the address. Right-click the location on the map to see the latitude and longitude numbers. Then, copy these values and paste them into the Latitude & Longitude fields.

3. Click Create.

   The system creates the building. You can now add floors to it.

Update building

Update your building's details to ensure they reflect the latest information. When updating or viewing an existing building, you can click Analyze building to access building metrics.

1. Go to Facilities > Buildings.

2. Find and click the building row you want to update.

   You can also use Search to find the building.

3. Make changes on the building page and click Update.

Delete building

You cannot delete a building if it's included in an allocation plan or contract. If the building is part of a plan or contract, remove it from the plan or contract and then delete it.

1. Go to Facilities > Buildings.

2. Find the building you want to delete.

3. Click the 3 dots at the right side of the row and select Delete.

4. In the confirmation dialog, click Delete.