Space Management - Facility Module

To add a tenant or occupant:

1. Click Add Item.

   This displays in the Actions menu on the right side of the page.

2. Complete these fields:

   • Group: Select the space group from this field.

     Create a new group or category.

     Groups are the first level of organization. These are the parents of types, and grandparents of categories. Use groups, types, and categories to simplify reporting.

   • Type: Select the space type from this field.

     Create a new group or category.

   • Status: Select the space status from this field.

     Create a new group or category.

   • Effective Date

   • Name

   • Floor

   • Suite

   • Room

   • Space ID: Enter the ID number of the space in this field.

   • Space Use: Select the use of the space from this field.

     Create a new group or category.

   • Area Unit

   • Rentable Area

   • Usable Area

   • Gross Area

   • Notes

3. Click Save Changes.

   The page refreshes. Your changes are saved.

To edit a space management record:

1. Select the space management record you want to edit from the Space Management List at the top of the page.

   The record data loads.

2. Make your changes.

3. Click Save Changes.

   This displays in the Actions menu on the right side of the page.

   The page refreshes. Your changes are saved.

You cannot delete a space management record is there is an associated tenant record.

1. Select the space management record you want to delete from the Space Management List at the top of the page.

   The record data loads.

2. Click Delete Item.

   This displays in the Actions menu on the right side of the page.

   A dialog opens, asking you to confirm your choice.

3. Select Yes.

   The dialog box closes, and the page refreshes. The record is deleted.

1. Select the space management record you want to add a tenant or occupant to from the Space Management List at the top of the page.

   The record data loads.

2. Scroll down to the Tenant / Occupant Information table.

3. Click Add Tenant in the lower-right corner of the table.

   The Add Tenant window opens.

4. Complete these fields:

   • Group: Select the tenant group from this field.

     Create a new group or category.

     Groups are the first level of organization. These are the parents of types, and grandparents of categories. Use groups, types, and categories to simplify reporting.

   • Type: Select the tenant type from this field.

     Create a new group or category.

   • Category: Select the tenant category from this field.

     Create a new group or category.

     Categories are the third level of organization in Lucernex. These are the children of types, and grandchildren of groups. Groups, types, and categories simplify reporting.

   • Name

   • Status

   • Description

   • Tier #1 - Tier #4: If you track capacity in tiers, enter the total capacity for each tier in these fields.

     Tiers are levels of organization. Some clients use tiers to distinguish between full-time employees, part-time employees, and managers, while other clients use tiers to distinguish between different departments.

     You can change the user interface label for these fields on the Manage Data Fields page. These fields exist on the Tenant database table, and are named Capacity1, Capacity2, Capacity3, and Capacity4.

   • Headcount #1 - Headcount #4: Enter the total headcount for each tier.

   • Effective Date

   • Move-in Date

   • Move-out Date

   • Organization: Select the organization this tenant should be associated with from this field.

     An organization is an internal cost center that is used for payment of expenses.

     You can view information about an organization by selecting the organization from the field and then clicking the View .

   • Contract: Select the contract this tenant should be associated with from this field.

     You can view information about a contract by selecting the contract from the field and then clicking the View .

   • Notes

5. Select Add.

   The window closes. The tenant record appears in the Tenant / Occupant Information table.

6. Click Save Changes.

   This displays in the Actions menu on the right side of the page.

   The page refreshes. Your changes are saved.

1. Select the space management record whose tenant you want to edit from the Space Management List at the top of the page.

   The record data loads.

2. Select Edit in the Actions column of the record.

   The Edit Tenant window opens.

3. Make your changes.

4. Select Update.

   The window closes.

5. Click Save Changes.

   This displays in the Actions menu on the right side of the page.

   The page refreshes. Your changes are saved.

1. Select the space management record whose tenant you want to delete from the Space Management List at the top of the page.

   The record data loads.

2. Select Delete in the Actions column of the record.

   A dialog opens, asking you to confirm your choice.

3. Select Yes.

   The dialog box closes, and the page refreshes. The record is deleted.