Allocation Plans

Allocation plans detail the current and future use of space in a building. Use allocations to create scenarios and find the most efficient space layouts. To analyze efficiency, experiment with relocating departments to various buildings and floors, or stack them differently. This involves looking at the capacity percentage and space availability.

Examine your test scenario plan and compare it with your current state. This comparison will guide you in making effective changes at the department and floor level.

To view allocation plans, go to the Plan module and click a plan in the list.

The Allocation 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 plan. To cancel the search, in the search box, click X.
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 allocation: Create a new allocation.
Name: Provides a description of the plan.
Buildings: Refers to the buildings included in the allocation plan.
Current: Indicates if the plan is also used as a standard planning template that you can customize to align with your specific requirements.
Updated: Note the date when the plan details were last modified.
3 dots menu
- Assign: Assign departments to floors within the building.
- Copy: Create a copy of the plan to use as a basis for another plan.
- Delete: Delete the plan from the system.
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.

Go to Plan.
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 allocation plan

Create allocation plans for various building space planning needs, such as resource allocation for moving, usability, future developments, or infrastructure.

When creating allocation plans, allocate departments to specific floors within a building, ensuring that these departments have been established beforehand.

You can also create allocation plans for multiple buildings that are part of a larger campus.

When you create a new allocation scenario, you can choose to start with a blank slate or bring in information from the building’s current allocation.

On the main menu, click Plan.
On the Plan page, click Create allocation
In Name, enter the name that describes the allocation (up to 100 characters).
Click Create.
In Add building, type the first few characters of a building's name.

Buildings matching your search appear in a list.
Select a building from the list.

The allocation page for the building displays all its floors and departments of the organization.

If the building has no floors, an administrator must create them on the building's configuration page.

Add more buildings from the Allocations page. For instance, include multiple buildings in a single allocation plan to represent a campus.
Next, start assigning departments to the floors in the building's floors.

Update allocation plan

Modify allocation plans to suit the needs of your organization. For instance, to accommodate a hybrid workplace, change department names or rearrange their locations.

Go to Plan.
On the Plan page, click the plan you want to update.
On the building's allocation page, change the allocation plan name by clicking Update name in the 3 dots menu on the right. Type the new name and click Update.
To restack departments across floors, add or remove departments to and from floors.

Copy allocation plan

To save time when creating a new plan, duplicate an existing allocation plan and then make modifications.

Go to Plan.
On the Plan page, find the plan to copy.
Click the 3 dots at the right side of the row and select Copy.
Enter a new name in the window that opens and click Copy.

The allocation page for the copied plan opens, showing all floors in the building and all the departments of the organization. Make changes to be included in the new allocation.

Delete allocation plan

If an allocation plan is no longer valid, delete it to prevent clutter in the allocation plans list. If the allocation includes one or more departments, first remove them from the allocation, then delete it.