Allocation Plans

Allocation plans show the current and future use of space within one or more buildings. Use allocation plans to create planning scenarios, evaluate space utilization, and identify efficient layouts for departments and teams.

You can compare a proposed allocation plan with your current allocation to determine the impact of departmental moves, floor assignments, and available space.

View allocation plans

  1. On the main menu, select Plan.
  2. Select an allocation plan from the list.

Export table data

Export allocation plan data to create a backup, share information with others, or perform additional analysis.

  1. Select Plan.
  2. Select Export.
  3. Depending on your browser:
    • The file downloads automatically.
    • Select a location and save the file.

EMS exports the data as a CSV file.

Create an allocation plan

Create allocation plans for moves, space optimization, future growth, and workplace planning.

  1. Select Plan.
  2. Select Create allocation.
  3. In Name, enter a name of up to 100 characters.
  4. Select Create.
  5. In Add building, enter the first few characters of a building name.
  6. Select the building from the results list.
  7. Repeat as needed to add additional buildings.
  8. Assign departments to the appropriate floors.

If a building does not contain floors, an administrator must create the floors before you can use the building in an allocation plan.

Update an allocation plan

  1. Select Plan.
  2. Open the allocation plan.
  3. Select Update name from the menu.
  4. Enter a new name.
  5. Select Update.
  6. Add, remove, or reassign departments as needed.

Copy an allocation plan

  1. Select Plan.
  2. Locate the allocation plan.
  3. Open the menu and select Copy.
  4. Enter a name for the new plan.
  5. Select Copy.

The copied plan opens and includes the same buildings, floors, and department assignments as the original plan.

Delete an allocation plan

If the allocation plan contains departments, remove those departments before deleting the plan.

  1. Select Plan.
  2. Locate the allocation plan.
  3. Open the menu and select Delete.
  4. In the confirmation window, select Delete.