Current Allocation

You can set a building as the current allocation. Once you do that, you can use this current allocation as a starting point for a new allocation scenario.

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. The current allocation acts as the main source for analyzing building data. When you assign departments to the current allocation, it deducts their resources from the total pool.

When you use a current allocation as your starting point, the following details are included in the new allocation:

• Department headcount and space by floor and zones

• Zones on the floor map

Set a current allocation

If you've created an allocation with departments assigned to floors, including headcounts and spaces, you can use it as a starting point for new allocations. This saves you time when creating similar allocation scenarios.

1. Create an allocation, complete with a building and assigned departments to floors.

2. In the upper right, select Set as current allocation from the three dot menu.

3. In the dialog box, select each building you want to set as the current allocation.

4. Click Set.

   The system sets the current allocation for the selected buildings.

Use a current allocation

If you have an allocation set as current, you can use it as a starting point for a new allocation.

1. Create a new allocation.

2. Select a building to add. If the building you select was previously set as a current allocation, you can use it as a starting point.

3. The message Use current allocation as starting point? displays.

4. Click one of the following:

   • Yes to use it as a starting point.

   • No to start from scratch.