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API References

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  • Welcome to Archibus
    • What is Archibus?
    • Deployment Options
      • Archibus SaaS
      • Archibus (non-SaaS)
      • Operational Differences of Archibus SaaS and Non-SaaS
    • Components of Archibus
      • Archibus Workplace
      • Archibus Applications
      • Archibus Mobile Apps
      • OnSite Mobile App
      • Archibus Web Central
      • Archibus Smart Client
      • Archibus Smart Client Extensions for AutoCAD or Revit
      • Archibus Frameworks and Extensions
        • Archibus Foundations
        • Archibus SaaS Modules
        • Developer Portal
      • Features Specific to Archibus SaaS Deployments
    • Application Overview
      • Healthcare
      • Real Property Domain
        • Leases module (Archibus SaaS)
        • Real Property SaaS Module
        • Portfolio
        • Leases
        • Costs
        • Chargeback & Invoicing
        • US Federal Property Registry
        • Forecasting
        • Advanced Forecasting
        • Strategic Financial Analysis
        • The Archibus Enhanced Global Feature Set
      • Capital Projects Domain
        • Condition Assessment
        • Capital Budgeting
        • Projects
        • Commissioning
      • Space Domain
        • Space module (Archibus SaaS)
        • Space Inventory
        • Space Chargeback
          • Shared Workplace Chargeback (Non-Transactional)
          • Space Chargeback (Transactional)
          • Standard Space Chargeback (Non-Transactional)
        • Occupancy
        • Space Planning
        • Moves
      • Assets Domain
        • Asset Portal
          • Equipment Assets Console task for Inventorying Telecom Equipment (Asset Portal application)
          • Equipment Process (Asset Portal application)
          • Furniture Standards Inventory (Asset Portal application)
          • Software Process (Asset Portal application)
          • Tagged Furniture and Equipment Depreciation
          • Tagged Furniture Inventory (Asset Portal application)
        • Assets (application and SaaS module)
        • Enterprise Assets
        • Telecom Inventory Management (Telecom Console)
      • Maintenance Domain
        • Maintenance module (Archibus SaaS)
        • Corrective Maintenance
        • Preventive Maintenance
      • Sustainability & Risk Domain
        • Managing Hazardous Materials with Archibus Applications
        • Emergency Preparedness
        • Health & Safety
        • Hazardous Materials
        • Compliance
        • Energy
        • Sustainability Assessment
        • Green Building
        • Waste
        • Hazard Abatement
      • Workplace Services Domain
        • Reservations module (Archibus SaaS)
        • Service Desk
        • Reservations
        • Hoteling
  • What's New for Archibus
    • Archibus Knowledge Center Announcement 2025
    • Archibus V.2024.04 Product Release
    • Archibus V.2024.03 Product Release
    • Archibus V.2024.02 Product Release
    • Archibus V.2024.01 Product Release
    • Archibus V.2023.04 Product Release
    • Archibus V.2023.03 Product Release
    • Archibus V.2023.02 Product Release
    • Archibus V.2023.01 Product Release
    • Archibus V.2022.04 Product Release
    • Archibus V.2022.03 Product Release
    • Archibus V.2022.02 Product Release
    • Archibus V.2022.01 Product Release
    • Revision History Overview
      • Revision History for Archibus V.2024.04
      • Revision History for Archibus V.2024.03
      • Revision History for Archibus V.2024.02
      • Revision History for Archibus V.2024.01
      • Revision History for Archibus V.2023.04
      • Revision History for Archibus V.2023.03
      • Revision History for Archibus V.2023.02
      • Revision History for Archibus V.2023.01
      • Revision History for Archibus V.2022.04
      • Revision History for Archibus V.2022.03
      • Software Update for V.2022.02
      • Revision History for Archibus V.2022.02
      • Revision History for Archibus V.2022.01
    • Usage Notes
      • Mobile Framework Usage Notes
      • SaaS Deployments Usage Notes
      • Smart Client Usage Note
      • Web Central Usage Notes
      • Workplace Usage Notes
  • Getting Started with Archibus
    • Archibus Foundations
      • Self-service User
      • Foundations Manager
        • Lesson 1: Sign in, navigate, and find data
        • Lesson 2: Manage your space and occupancy
        • Lesson 3: Manage requests for meeting space and working space
        • Lesson 4: Manage move requests
        • Lesson 5: Manage work requests
        • Lesson 6: Develop your own space and occupancy data
        • Lesson 7: Develop equipment
        • Lesson 8: Develop maintenance supporting data
        • Lesson 9: Define service and maintenance processes
        • Lesson 10: Set up kiosks and print QR codes
      • CAD/BIM Specialist
        • Lesson 1: Develop your floor plans and BIM models
        • Lesson 2: Manage your CAD drawings and BIM models
        • SaaS Administrator
      • SaaS Partner Administrator
        • Lesson 1: Personalize Archibus Foundations
        • Lesson 2: Configure Archibus Foundations
    • Archibus SaaS
      • Modules Manager
      • CAD/BIM Specialist
      • SaaS Administrator
      • SaaS Partner Administrator
    • Archibus (Non-SaaS)
      • Mobile Learning Path
      • Web User Learning Path
      • Smart Client Learning Path
      • Archibus (Non-SaaS) Getting Started
      • Business Process Owner Learning Path
      • System Manager Learning Path
  • Archibus Workplace
    • Workplace Overview
      • Workplace: Accessibility Mode
      • Workplace Mobile App
      • Sign in to Archibus Workplace
      • Wayfinding
      • Manage Requests Made in Workplace
      • Learning to Use Archibus Workplace
      • Book a Meeting Space and invite Visitors
    • Licensing and Set up Tasks
      • Control Behavior of Archibus Workplace
      • Create QR Code Labels for Rooms and Equipment
      • Using QR Codes with Archibus Workplace
      • Using Archibus Workplace on a Kiosk
      • Defining Equipment as Kiosks
  • Archibus OnSite
    • OnSite Mobile App: Overview
      • Navigation
      • Sign In to OnSite
      • Refreshing Data
      • Working Offline When Offline Support is not Activated
      • Compare OnSite and the Maintenance Mobile App
      • OnSite Usage Notes
    • Typical Work Sequence
      • Requests are Assigned to a Technician
      • Review Assigned Work
      • Complete an Assigned Work Request
      • Communicate with the Requestor
      • Tag an Employee
      • Create a New Work Request while at a Job
      • Access Reference Documents and Equipment Maintenance History
      • Put Work on Hold
      • Search for Work Requests
      • Complete Checklists for Work Requests
      • Add Parts
      • Reviews Notifications
    • Configuring OnSite
      • Manager Configures OnSite for All Users
      • OnSite User Configures their Display
      • OnSite User Configures their Notifications
    • Offline Support
      • Offline Support: Download Data and Keep it Current
      • Offline Support: Technician Works Offline
      • Offline Support: Syncing and Data Conflict Resolution
      • Configure Offline Support
      • OnSite User Activates Offline Support
      • View Mobile Log
      • Typical Sequence for Working Offline
  • Archibus Mobile
    • Archibus Mobile Apps: Overview
      • Archibus Mobile Apps and their Corresponding Applications
    • Workplace Services Portal Mobile App: Overview
      • Facility Manager Tasks
    • Mobile Apps
      • Archibus Mobile Apps Overview
      • Space Book
        • Space Book Mobile App: Overview
        • Space Surveys and Mobile Apps
        • Conducting Space Surveys
        • Manage Space Surveys
        • 0060 Facility Manager Tasks
          • Prepare Space Inventory and Enable Users
          • Setting the List of Plan Types for the Mobile Apps
          • Customize what Auditors See on Mobile Devices
      • Space & Occupancy Survey Mobile App: Overview
        • Space Surveys and Mobile Apps
        • Conducting Space and Occupancy Surveys
        • Surveying Rooms with Multiple Department and Category Assignments
        • Surveying Employee Occupancy
        • Facility Manager Tasks
          • Prepare the space inventory and floor plans for download
          • Customizing What Auditors See on Mobile Devices
          • Setting the List of Plan Types
      • Maintenance
        • Supervisor
        • Craftsperson
        • Facility Manager Tasks
      • Asset and Equipment Survey Mobile App: Overview
        • Conducting Equipment Surveys
        • Manage Asset and Equipment Surveys
        • Facility Manager Tasks
        • Customizing What Auditors See on Mobile Devices (Asset & Equipment Survey, Space & Occupancy Survey, and Space Book apps)
      • Asset & Equipment Registration Mobile App
        • Facility Manager Tasks
        • Equipment & Asset Registration mobile app: Download Background Data
        • Archibus Solutions for Asset Registration and Bar Coding
      • Assessments
        • Facility Manager Tasks
      • Compliance Surveys
      • Hazardous Materials Mobile App: Overview
        • Facility Manager Tasks
        • Review, Edit, and Inventory Modes
        • Drilling Down to the Materials Dashboard
        • Work with the Materials Dashboard
        • Starting and Ending Material Surveys
        • Reviewing Locations and their Materials
        • Perform an Audit on an Existing Hazardous Materials Inventory
        • Perform an Audit as a Starting Point for the Materials Location Inventory
        • Material Inventory Exceptions report
      • Incidents Reporting Mobile App: Overview
        • Facility Manager Tasks
      • Solution Templates Mobile App: Overview
    • Using Mobile Apps
      • Searching, Filtering, and Sorting
      • Loading Records
      • Using Bar Codes
      • Viewing Documents and Saving Photos as Documents
      • Redlining Floor Plans and Images
      • Transferring Archibus Data and Drawings
    • Installation and Configuration
      • General Staff
      • Archibus Administrator
      • Mobile Apps Manager
  • Archibus Web Central
    • Get Started
      • Signing In
      • Signing Out
      • Changing your Preferences and Password (My Profile command)
      • Setting the Locale and Language
      • Checking your Archibus Information
      • Provide Feedback about Archibus
    • Access your Data
      • Sidebar Navigation Panel
      • Home Pages
      • Tracking Metrics
      • Viewing Home Pages on a Tablet
      • The Navigator
      • Loading Tasks (Views) from the Navigator
      • Best Practices for Working with the Navigator
      • The Favorites List
      • Searching for Views by Title
    • Types of Views
      • Two-panel Reports and Forms
      • Console Views
      • Working with Summary (View Analysis) Views
      • Charts
      • Working with Standard Map Views
      • Working with Dashboard Views
    • Control the Data that Views Present
      • Restricting Data Using a Filter Console
      • Restricting Data Using Smart Search
      • Using Drill-Down Selection Lists
      • Sorting Data
      • Controlling Field Visibility and Order
      • About Selection Boxes and the Maximum Number of Records
    • Edit Data
      • Editing Data: Basics
      • Completing Validated Fields (Select Values form)
      • Editing Primary Keys that Link to Other Tables
      • Defining Highlight Patterns
      • Defining Recurring Schedules
    • Working with Floor Plans
      • Marking Up Images and Floor Plans
      • Working with Floor Plans (Flash drawing control)
      • Adding Redlines to Drawings (Flash drawing control)
    • Work with Revit Models
      • Working with the 3D Navigator
      • Explore the Forge Viewer
    • Share Data with Others
      • Emailing Links to Reports and Forms
      • Creating a PowerPoint Presentation from your Archibus Data
      • Outputting Views to Word (Paginated Reports)
      • Generating PDF Files
      • Importing and Exporting Data: Overview
        • Exporting Data to Excel
      • Data Transfer Overview
        • Importing Data (Data Transfer)
        • Exporting Data with Data Transfer
        • Importing and Exporting Images (Data Transfer)
        • Importing and Exporting Document Fields (Data Transfer)
        • Special Considerations when Working with CSV Files in Excel
        • Generating Comparison Reports (Data Transfer)
    • Manage Documents
      • Using the Document Management System
      • Importing Documents in Bulk to the Document Management System
    • Special Features of Some Views
      • The 360 Viewer
      • Specifying Files to Display in the 360 Viewer
      • Running Jobs
      • The Scheduling Notifications Feature
    • Multicurrency and VAT
  • Archibus Applications and Modules
    • Foundations (Archibus SaaS)
      • Archibus Foundations
        • Archibus Foundations: Self-Service User
        • Archibus Foundations: Self-Service Department Manager
      • Archibus Foundations Manager
        • Workplace
          • Sign in to Archibus Workplace
          • Using QR Codes with Archibus Workplace (Concept)
          • Using Archibus Workplace on a Kiosk (Concept)
        • Web Central Basics
          • Accessing Data and Tasks
          • Archibus Views
          • Working with Archibus Forms and Reports
        • Manage Requests (Service Console)
          • Service Console Overview
            • Quick Start: Make Requests and Manage Them
          • Basics
          • Reservations and Workspace Booking Requests
          • Move Requests
          • Maintenance Requests
          • Facility Services Reports
        • Manage Space and Occupancy (Space Console)
          • Basics
          • Floor Plans
          • Space Reports
        • Show BIM Viewer
        • Examine Allocation and Use
        • Change a Room's Properties
        • Examine Occupancy
        • Change Employee Occupancy
        • Manage Assets
          • Manage Equipment
        • Define Facility Data
          • Define Facility Data Overview
          • Space and Moves
            • Outsourcing Facility Data and Drawing Development
            • Define Divisions and Departments
            • Define Room Categories and Room Types
            • Set a Room's Employee Capacity to One Occupant Based on Room Type
          • Assets
            • Print QR Code Labels for Rooms and Equipment
          • Define Facility Services
            • Create Service Catalog
            • Define Trades and Craftspersons
            • Define Problem Types
        • Set Up Archibus Foundations
          • System Administration (Foundations)
          • Define How Workplace Requests are Processed (Manage Service Providers and Notifications)
          • Defining Equipment as Kiosks
          • Control Behavior of Archibus Workplace
    • Back to Work
      • Dynamic Workplace home page
      • Prepare the Floor Plan for Back-to-Work Occupancy and Hoteling
        • Set Occupancy and Safe Distancing Targets for Buildings
        • Indicate Safe Distancing on the Floor Plan
        • Update Available Rooms for Back to Work
        • Highlight Rooms by Status
      • Return to Work: Create a Return-to-Work Occupancy Plan with Assigned Seats
        • Create a Return-to-Work Occupancy Plan
      • Implement Back-to-Work Hoteling
        • Mark Employees for Return to Work
        • Notify Employees of Back-to-Work Information
        • Attest to Health Before Checking in to Booked Workspace
        • Clear Existing Employee Room Assignments
        • Examine Hotelable and Available Rooms
        • Workflow Rules and Metrics for Back to Work
    • Healthcare
      • Healthcare Summary
        • Healthcare: Overview
        • Healthcare: Typical Workflow
        • Healthcare-specific Sample Data
      • Develop Background Data
        • Healthcare Background Data
        • Develop Space and Equipment Inventories and Compliance Regulations
        • Enter Healthcare-Related Fields for Rooms and Other Tables
        • Configure Healthcare Application
      • Facilities Console: Overview
        • Search for Data and Floor Plans
        • Work with Floor Plans
          • Highlight Rooms in the Floor Plan by One or Two Properties
          • Print the Floor Plan
        • Work with Data in the Grid
      • Manage Healthcare Issues
        • Manage Healthcare Space
        • Example Healthcare Room Queries
        • View Zones on the Floor Plan
        • Life & Safety Plans
        • Room Pressure
        • Manage Healthcare Equipment
        • Healthcare Equipment Examples
        • Manage Maintenance for Healthcare Facilities
        • Compliance
      • Reports
        • Licensed Bed Analysis Report
        • Room Attributes Report
    • Real Property
      • Real Property Domain
      • Leases SaaS Module
        • Leases module (Archibus SaaS)
          • Leases SaaS Module: Typical Workflow
        • Concepts
        • Calculations
        • Develop Background Data
          • Develop Facilities Background Data
          • Develop Lease-Related Background Data
          • Develop Cost Background Data
        • Enter Leases and Portfolio Items
          • Enter Leases and Portfolio Items (Portfolio Process)
        • Track Suites
          • Suite Analysis Overview
          • Define Leases task (Smart Client)
          • Draw Suites
          • Define Suites by Lease (Smart Client)
          • View Unaccounted Suite Area (Smart Client)
          • Suite Reports
        • Lease Reports
          • Lease Reports
        • Track Costs
          • Overview
          • Cost Wizard
          • Lease Indexing
          • Common Area Maintenance Costs (CAM) Profile
          • Straight-Line Rent Reporting
          • Cost Reports
            • Rent Roll Report
            • Lease Income (Monthly or Annual) Reports
            • Lease Net Income (Monthly or Annual) Reports
            • Lease Commitments (Monthly or Annual)
            • Lease Base Rents (Monthly or Annual)
          • Using the Enhanced Global Feature Set
      • Real Property SaaS Module
        • Real Property SaaS Module Overview
      • Portfolio
        • Portfolio Overview
        • Portfolio Summary
        • Develop Background Data
          • Portfolio Tables
        • Enter Leases and Portfolio Items
        • Portfolio Summary
          • Portfolio Summary (Process Overview)
          • Selecting Portfolio Items
          • Global Portfolio Dashboard
          • Global Portfolio Dashboard: Executive Reports
          • Global Financial Dashboard: Administrator Reports
          • Portfolio Summary Dashboard
          • Portfolio Summary When Using the Archibus Enhanced Global Feature Set
        • Working with the Buildings, Structures, and Land Views
          • Selected Buildings, Structures, or Land Views
          • Manage Buildings, Land, and Structures by Location
          • Manage Buildings / Structures / Land: Map View
        • Buildings
          • Buildings
          • Buildings Dashboard
        • Structures
          • Structures
          • Structures Dashboard
        • Land
          • Land
          • Land Dashboard
        • Key Performance Indicator Charts
          • Key Performance Indicator Charts Overview
          • Filtering Charts
          • Generating KPI Charts as Reports
          • Drilldown for KPI Charts Grouped by Geography
          • Chart Calculations
          • Area by Location or Facility Type Chart
          • Availability by Location Charts
          • Area Availability by Location and Time Chart
          • Book & Market Value by Location Chart
          • Net Capital Cash Flow by Location Chart
          • Portfolio Investments Chart
          • Portfolio Sales Chart
        • Reports
          • Portfolio Reports: Overview
          • Leases and Suites by Building Report
          • Portfolio Items by Location
          • Leases by Structure/Land Report
          • Document Reports
          • Contacts Reports
          • All Buildings and Their Book Values Report
          • All Ownership Transactions Report
          • All Properties and Their Book Values Report
          • All Properties Yearly Financial Summary by Country Report
          • Undeveloped Properties Report
          • Properties and Buildings by... Reports
          • Buildings, Structures, Land by ... Reports
        • Reports When Using the Enhanced Global Feature Set
          • Portfolio Reports When Using the Archibus Enhanced Global Feature Set: Overview
      • Leases
        • Leases Summary
          • Leases Application Overview
        • Develop Background Data
          • Leases: Background Data
          • Define Properties
          • Define Counties
          • Define Facility Types
          • Define Cost Categories
          • Define Responsibility Categories
          • Define Amenity Types
          • Define Alerts
          • Define Lease Templates
        • Enter Leases and Portfolio Items
          • Tools Overview
            • Portfolio Edit Form - Complete
            • Portfolio Edit Form - Basic
            • Portfolio Edit Wizard Overview
            • Select an Action and Portfolio Item (Portfolio Edit Wizard)
            • Select Ownership (Portfolio Edit Wizard)
          • Enter Buildings, Structures, and Land (Portfolio Edit Wizard)
          • Enter Parcels (Portfolio Edit Wizard)
          • Enter Basic Lease Information
          • Working with Suites
          • Enter Suites Using the Portfolio Edit Form - Complete
          • Add Lease Documents
          • Enter Contacts for Portfolio Items and Leases
          • Enter Recurring Costs (Base Rents)
          • Enter Clauses for Leases
          • Enter Lease Options
          • Enter Amendments for a Lease
          • Adding Amenities for a Portfolio Item or Lease
          • Changing Ownership Type for a Portfolio Item (Portfolio Edit Wizard)
        • Manage Leases
          • Renew One or Multiple Leases
          • Delete a Lease
          • Lease Communication Logs
          • Lease Portfolio process
          • Lease Portfolio Console
          • Lease Portfolio Dashboard
          • Selecting Leases for the Lease Portfolio Dashboard
        • Reports
          • Lease Reports
          • Lease Portfolio Alerts
          • Leases by Expiration Date Report
          • Options by Expiration Date Report
          • Lease Expirations Chart
          • Property Abstract Report
          • Building Abstract Report
          • Lease Abstract Report
          • The Lease, Building, Structure, or Land Details Reports
          • Property, Building, or Lease Amenities Reports
          • Leases by... Reports
          • Lease Communications Reports
      • Costs
        • Costs Summary
          • Costs: Overview
          • Costs table (Actual Costs)
          • Cost Administrator: Overview
        • Concepts
          • Understanding Costs
            • Recurring Costs
            • Scheduled Costs
          • Actual Costs
        • Calculations
          • Area Calculations for Real Property Reports
          • Cost Calculations for Real Property Reports
          • Calculations for Benchmark Reports
        • Background Data
          • Background Data for Costs Application
          • Define Fiscal Year
          • Defining Chart of Account Sources and Groupings
            • Cost Transactions by Chart of Accounts (COA) Source Grouping
            • Define Accounts
          • Cost Categories (Concept)
            • Entering Alternate Names for the CAM Cost Categories
            • Entering Alternate Names for the RENT BASE RENT Cost Category
          • Managing Property Parcels
          • Define Action Types for Taxes
          • Configuring Additional Action Types for Property Taxes
        • Cost Wizard
          • Cost Wizard Overview
          • Cost Wizard Process
          • Create Recurring Costs
          • Schedule Recurring Costs
          • Create One-Time Scheduled Costs and Manage Scheduled Costs
          • Approve Scheduled Costs
          • Review Actual Costs
        • Common Area Maintenance Costs (CAM)
          • Managing Common Area Maintenance Costs (CAM): Overview
          • Define a CAM Profile for a Lease and Generate Recurring Costs
          • Updating CAM Profile Information
          • Recording Actual CAM Costs (Landlord's Cost Administrator)
          • Adding CAM Adjustments
        • Lease Indexing
          • Index Overview
          • Defining Indexes
            • Tips for Defining Index Codes and Index Names
            • Importing Index Values into Archibus
          • Create a Lease Indexing Profile and Generate Indexed Cost Records
          • Editing Lease Indexing Profile Information
          • Reviewing and Exporting Lease Indexing Transaction Details
          • About Lease Indexing Calculations
        • Taxes
          • Working with Tax Costs
          • Manage Tax Action Items
        • Straight-Line Reporting Overview
          • Straight-Line Reporting: Overview
          • Straight-Line Reporting for Stepped Rent
          • Straight-Line Reporting for Leasehold Improvements and Non-Stepped Rent
          • Straight-Line Reporting for Leasehold Improvements and Stepped Rent
          • Straight-Line Rent for Stepped Rent when Options Are Exercised
          • Straight-Line Rent Reporting for Free Rent
          • Straight-Line Rent Calculations for Different Group By Options
        • Reports
          • Costs Application: Reports Overview
          • Understanding Real Property Financial Analysis Reports
          • Lease Cost Profile
          • Straight-Line Rent Report
          • Cash Flow Report
          • VAT Amount Balance Report
          • Costs Report
          • Lease CAM Reconciliation Report
          • CAM Cash Flow Report
          • View Tax Costs Report
          • Recurring, Scheduled, or Actual Costs by Lease, Building, Property, or Account
          • Rent by Lease Reports
          • Property and Building Benchmarks Report
          • Lease Benchmarks Report
          • Property Financial Summary Report
          • Lease Financial Summary Report
        • Using the Enhanced Global Feature Set (Multi-Currency and VAT)
          • Cost Wizard
            • Creating and Scheduling Recurring Costs When Using Archibus Enhanced Global Feature Set
            • Creating and Approving Scheduled Costs When Using the Archibus Enhanced Global Feature Set
            • Reviewing Costs When Using the Archibus Enhanced Global Feature Set
          • Real
            • Selecting VAT Cost Types and Currencies for Lease and Property Reports
      • Chargeback and Invoicing
        • Summary
        • Chargeback & Invoicing: Overview
          • How the System Charges Back Costs
          • Example of Charging Back to Leases
          • Example of Charging Back to Departments
          • Chargeback Roll-Up Diagram
          • Chargeback Proration Diagram
          • Chargeback - Roll-Up Calculations
          • Chargeback - Proration Calculations
        • Background Data
          • Background Data Overview
          • Define Cost Classes and Categories
          • Cost Categories: The Nine Chargeback Definitions
          • Defining Lease Chargeback Agreements
          • Select Lease Area Method
          • Define Contacts
          • Associating Groups and Leases
          • Associating Rooms and Leases
          • Invoices table
        • Chargeback Administrator
          • Chargeback Administrator Overview
          • Chargeback When Using the Archibus Enhanced Global Feature Set
          • Generating Invoices for Building Expenses Charged Back to Leases
          • View Lease Chargeback Agreements
          • Manage Prepayments
          • Actual Costs reports
          • Chargeback Cost Wizard Overview
            • Generate Chargeback
            • View Chargeback Exceptions
            • Approve Chargeback Costs
            • View Approved Chargeback Costs
            • Chargeback Costs Wizard: Overview When Using the Archibus Enhanced Global Feature Set
        • Invoice Administrator
          • Invoice Administrator
          • Invoice Cost Wizard Overview
            • Assign Costs to Invoices
            • Issue Invoices
            • Manage Invoices
            • View Closed Invoices
          • Invoice Cost Wizard when Using Archibus Enhanced Global Feature Set
          • View Invoice Details
            • View Accounts Receivable
            • View Invoices for Properties, Buildings, Leases, or Accounts
            • View Prepayments
            • Lease Invoice Aging Report
      • US Federal Property Registry
        • US Federal Property Registry
          • US Federal Property Registry: Application Overview
        • Background Data
          • How Transaction Approval Works
          • How to Approve or Reject Transactions
          • Adding Property Uses
          • Adding Agency Bureaus
        • General Staff
          • Portfolio Manager
          • Managing Real Property Inventory
          • Searching for Properties
          • Adding New Property to Your Inventory
          • Viewing Property Details
          • Viewing Details for Transactions Pending Approval
          • Adding New Data Transactions for Existing Properties
          • US Federal Property Registry Reports Overview
          • Reports
            • Transactions by Property Asset Unique Identifier Report
            • Transactions by Requestor Report
      • Forecasting
        • Forecasting Summary
          • Portfolio Forecasting: Application Overview
          • Background Data
          • Area Fields for Portfolio Forecasting
          • Starting in CAD by Developing a Group Inventory
        • Portfolio Forecasting
          • Portfolio Forecast Wizard
            • Select Scenario Tab
            • Adding a Building and Importing its Data to the Scenario
            • Stack Chart Tab
            • Allocation Events Tab
            • Adding Unavailable Space
          • Portfolio Forecasting: Reports and Charts
            • Portfolio Forecast Department Analysis Report
            • Space Gap Analysis Chart
            • Headcount Projection Chart
            • Portfolio Forecast Analysis Dashboard
        • Cost Forecasting
      • Advanced Forecasting
        • Advanced Forecasting Summary
          • Advanced Forecasting: Application Overview
          • Advanced Forecasting: Background Data
        • Advanced Portfolio Forecasting
          • Advanced Portfolio Forecasting Overview
          • Concepts
          • Define Space Requirements
          • Space and Portfolio Planning Console
            • Space and Portfolio Planning Console Overview
            • Examples
            • Create and Get Started with Scenarios
            • Stack Plan
            • Work with a Scenario's Stack Plans to Allocate Space
            • Working with Functional Groups
            • Analyze Scenarios with Reports
      • Cost Forecasting
        • Selecting Review Dates
        • Auto Calculating Costs
        • Cost Forecast Wizard: Overview
          • Select the Building for Cost Forecasting
          • Enter Building Costs for Cost Forecasting
          • Allocate Costs
          • Review the Cost Allocation Chart
          • Review Department Analysis
        • Cost Forecasting Reports
          • Cost Forecast Department Analysis Report
          • Cost Forecast Building Analysis Report
      • Strategic Financial Analysis
        • Strategic Financial Analysis
          • Strategic Financial Analysis: Overview
          • Typical Workflow
        • Concepts
          • Typical Users of Strategic Financial Analysis
          • Four Sources of Costs for Strategic Financial Analysis
          • Data Flow for Strategic Financial Analysis
          • Types of Analysis Metrics
          • Adding VPA to the Strategic Financial Analysis Console
          • Harmonization of Metrics and Industry Standards
        • Develop Background Data
          • Background Data Process: Web Central Tasks
        • Recording Data for Your Real Estate Assets
        • Aggregate and Forecast Costs
          • Aggregating and Forecasting Costs
          • Aggregate Operating Expenses
          • Forecast Capital Costs
          • Forecast Income and Expenses
          • Update Analysis Metrics
          • Project and Equipment Costs for SFA
          • Importing Existing Lifecycle Cost information Using Archibus Connectors
        • Analyze Data with the Financial Analysis Console
          • Explore the Financial Analysis Console
          • Working with the Financial Analysis Console
          • Capital and Expense Matrix
          • Lifecycle Analysis Chart
          • Metric Trends Chart
          • Furthering Your Analysis Using Other Archibus Applications
          • Selecting Analysis Metrics
        • Personalize SFA from Smart Client
          • Strategic Financial Analysis: Smart Client Tasks
          • Define Analysis Metrics
          • Define Analysis Location Groups
          • Define Capital Expense Matrix and Fields
          • Define Financial Analyses and the Analysis Fields
          • Define Application Parameters for Strategic Financial Analysis
          • Update Analysis Metrics: How to Log Incomplete Asset Data
        • Reference
          • Base Analysis Metrics: Summary and Calculations
          • Capital and Expense Matrix: Roll-up Descriptions
      • Enhanced Global Feature Set
        • Archibus Enhanced Global Feature Set (Multi-currency and VAT): Overview
        • Using the Archibus Enhanced Global Feature Set with Properties and Leases
        • Lease Reports and the Archibus Enhanced Global Feature Set: Overview
    • Capital Projects
      • Condition Assessment
        • Condition Assessment Summary
          • Condition Assessment: Application Overview
        • Tools for Field Assessment
        • Background Data
        • Field Assessor
        • Assessment Manager
        • Reports
      • Capital Budgeting
        • Capital Budgeting Summary
          • Capital Budgeting: Application Overview
        • Background Data
          • Importing Legacy Data Using the Archibus Connectors
          • Historical Project Analyzer
          • Project Budget versus Spend Analyzer
          • Integrating with Other Archibus Applications
        • Set Up Background Data
          • Capital Budgeting Tables
          • Plan Scenario Costs Tables
          • Evaluate Scenario Funding Tables
          • Allocate Funding Tables
        • General Staff
          • Reviewing Capital Budget Reports
          • Create a Captial Budget
            • Creating Budgets (Process Overview)
            • Creating Capital Budget Codes
            • Creating a Basic Program Capital Budget
            • Generating a Capital Budget from Project Data
          • Working with Projects and Funding
            • Allocate Funding (Process Overview)
            • Reviewing the Capital Budgeting Allocate Reports
            • Allocating Funding
          • Analyze Project Requests and Funding
            • Create and Analyze Facility Condition Index Scenarios
            • Evaluate (Process Overview)
            • Entering Funding Sources
            • Creating Funding Scenarios
            • Evaluating Scenario Funding
            • Review Scenario Costs for One Funding Source
      • Projects
        • Projects Summary
        • Projects Application Overview
        • Background Data
          • Updating Users and Employees
          • Integrating with Other Archibus Applications
          • Database Tables
            • Program and Project Tables
            • Project and Work Package Tables
            • Procurement Tables
            • Communication Log and Service Request Tables
            • Exporting to Microsoft Project Tables
            • Importing from Microsoft Project Tables
        • Facility Construction Project Manager
          • Facility Construction Project Manager Summary
            • Record and Approving Invoices by Vendor
            • Holdbacks
            • Edit Invoices
            • Reject Invoices
            • Manage Change Orders
          • Reports
            • Project Quality Control Dashboard
            • Commitment Progress Status Report
            • Generating Project Forecasts
            • Work-in-Place Projections
        • General Staff
          • Management Console
            • Management Console: Executive versus Manager Access
            • Planning and Executing a Project Using the Management Console (Execute/Manage)
            • Project Commitment Cost Summary
            • Project Dashboard
            • Drilling Down to Manage Alerts
            • Managing Work Packages and their Contracts
            • Adding and Updating Action Items from the Management Console
            • Managing Change Orders
            • Managing Invoices
            • Commitment Progress Status Report
          • Requesting Projects
            • Adding Capital Programs
          • Approving Projects
          • Analyze Project Requests
            • Prioritizing and Estimating Project Requests (Process Overview)
          • Planning Projects
            • Planning Projects (Process Overview)
            • Adding or Editing Actions for Approved Projects
            • Uploading Documents to Actions
            • Estimating Design Schedules
            • Reviewing Design to Baseline Variances
          • Managing Procurement
            • Procure (Process Overview)
            • Setting Up Work Packages for Bidding
            • Enter Bids
            • Comparing Bids to Cost Estimates
            • Reviewing Vendor Information
            • Approving Bids
            • Recording and Publishing Contracts
            • Managing Change Orders
          • Project Management Reports
            • Monitor Reports (Overview)
            • Scorecards
            • Status Reports
            • Projects Calendar
            • Projects Map
            • Projects Organization Impact Reports
            • Projects Metrics Report
            • Projects Analysis Report
            • S-Curve Analysis
            • General Project Reports
            • Review Historical Reports
          • Executing Projects
            • Using the Management Console
            • Planning Using the Management Console (Overview)
            • Management Console - Procure (Overview)
            • Managing Communication Using the Management Console (Procure/Plan)
            • Review Scheduling Data Using the Management Console
            • Adjust and Update Actions Using the Management Console
            • Managing and Reviewing Costs Using the Management Console
            • Edit Actual Costs
            • Exporting Project Data to Microsoft Project
            • Importing from Microsoft Project
          • Vendors
            • Contract (Process Overview - Vendor Help)
            • Reviewing Work Packages and Submitting Bids
            • Reviewing Contracts (Vendor Help)
            • Reviewing and Updating Actions (Vendor Help)
            • Requesting and Reviewing Change Orders (Vendor Help)
            • Creating Invoices (Vendor Help)
            • Reviewing Invoices and Payments (Vendor Help)
      • Commissioning
        • Commissioning Summary
        • Commissioning Overview
        • Set Up
          • Entering Geographic and Employee Information
          • Defining Capital Program Types
          • Defining Project Types
          • Adding and Editing Questionnaires
          • Define Project Phases
          • Defining Action Types
          • Defining Project Templates
          • Defining and Viewing Document Templates
          • Define Communication Types
        • Planning
          • Identifying Commissioning Projects
            • Manage Active Projects
            • Editing and Viewing Project Requests
            • Requesting a Project
            • Creating and Editing Work Packages
            • Adding Actions for Created or Requested Projects
            • Adding Condition Assessment Items to Projects
          • Define Owner's Requirements
            • Estimating Baseline Schedules and Costs
            • Routing a Project Request for Approval
          • Approve Projects
            • Prioritizing Project Requests
            • Approve a Project Request
        • Design
          • Design Overview
            • Manage Design Submissions and Requirements
            • Review Owner's Project Requirements
            • Review Contracts Awarded to Commissioning Agents
            • Review Design Submissions
            • Approved Commissioning Specifications
            • Updating the Commissioning Plan
          • Procedures
            • Adding Actions for Commissioning Documents
            • Approving Design Submissions
            • Edit Information for Documentation Action Items
          • Commissioning Console
            • Using the Commissioning Console for the Design Phase
            • Reviewing and Editing Project Profiles
            • Creating and Editing Work Packages
            • Adding and Editing Actions
            • Editing Actions by Work Package Using the Management or Commissioning Console
            • Scheduling Actions Using the Management or Commissioning Consoles
            • Estimate Design Costs
            • Reviewing Document and Drawing Actions
            • Assigning Team Members to a Project
            • Adding and Viewing Communication Logs
            • Generating and Viewing Service Requests for Actions
        • Construction
          • Manage Construction Checklists
          • Assigned Commissioning Agent Checklists
          • Equipment Assessments by Classification Levels
          • Highlight Locations with Commissioning Issues
          • Commissioning Project Closeout
        • Post-Construction
          • View and Edit Equipment Information
          • Commission Equipment
            • Commissioning Equipment: Lifecycle Analysis
            • Commissioning Equipment: Equipment Standard
            • Commissioning Equipment: Floor Plans
            • Commissioning Equipment: Documentation
            • Commissioning Equipment: Warranty
            • Commissioning Equipment: Financials
    • Space
      • Space Domain Summary
      • Space Console
        • Space Console Summary
        • Team Space Summary
      • Space SaaS Module
        • Space SaaS Module Summary
        • Space SaaS Module Overview
        • Develop and Maintain a Space Inventory
          • Space Inventory Concepts
          • Establish Background Data and Develop a Space Inventory
          • Report on Space Inventory
        • Manage Space
          • Manage Space Inventory
          • Basics
            • Space Console: Using the Space Console's Search Box
            • Space Console: Use the Search Box for Quick Search
            • Space Console: Use the Search Box for Query Statement Searches
            • Space Console: Search for Employees
            • Space Console: Advanced Search Form
            • Space Console: Search by Site Plans and Maps
            • Work with Promoted and User-Defined Fields in the Space Console
          • Floor Plans
            • Highlight Rooms by Selecting Records in the Grid
          • Examine Space Allocation and Use
          • Change a Room's Properties
        • Manage Occupancy
          • Manage Occupancy Overview
        • Manage Team Space Overview
        • Charge Deparments for Space
          • Chargeback Procedure
        • Manage Moves
          • Typical Workflow for Generating and Managing Moves
      • Space Inventory
        • Space Inventory Summary
          • Space Inventory: Application Overview
        • Concepts
          • Space Surveys and Mobile Apps (Concept)
          • Space Inventory Methods: Overview
            • Developing a Space Inventory that has Both Rooms and Groups
            • Comparing Room Lists and Room Plans
          • Mapping IFMA and BOMA Conventions to an Archibus Space Inventory
          • Calculating Rentable Area According to BOMA 2017 Methods A and B
        • Area Concepts
          • External Wall Area (Concept)
          • External Gross Area (Concept)
          • Internal Gross Area (Concept)
          • Vertical Penetration Area (Concept)
          • Service Area (Concept)
          • Secondary Circulation Area (Concept)
          • Occupiable/Non-Occupiable Rooms (Concept)
          • Rentable Area (Concept)
          • Usable Area (Concept)
          • Group Area (Concept)
          • Common Area (Concept)
          • Remaining Area (Concept)
          • Allocated Room Area (Concept)
          • Open Plans with Workstations
        • Background Data (Process Overview)
          • Editing and Creating Plan Types
          • Converting a pre-V18.1 Archibus Space Inventory
        • Space Inventory Developer
          • Building Performance (Process Overview)
            • Vertical Penetration and Service Area Types
            • Update Area Totals
            • Service and Vertical Penetration Area Summary Reports
            • Building Performance Report
          • Group Inventory
            • Define Group Standards
            • Define Groups
            • Update Area Totals
            • Group Inventory Reports
          • Room Inventory Process (Non-Transactional)
            • Calculations for the Update Area Totals Task
            • Room Inventory Reports
          • Room Inventory: Set Up & Manage (Process Overview)
            • Importing Industry-Standard Room Categories and Types
            • Defining Highlight Patterns and Hatch Patterns in Bulk
            • Editing Rooms
            • Assigning Room Attributes Using Room Plans
            • Define Workspace Transactions (share rooms)
            • Update Room Area from Manual Area
            • Room Reports
        • Service Desk Manager
        • CAD User
          • Creating Area Asset Symbols: Topic and Video List
          • Connect your CAD Plans and Revit Models to Archibus
          • Drawing Boundaries Accurately
          • Drawing Name and Detail Drawing Fields (Concept)
          • Draw Buildings on a Site Plan
          • Draw Gross Areas
          • Draw Vertical Penetrations
          • Draw Service Areas
          • Draw Group Areas
          • Draw Room Areas
        • Department Manager
          • Non-Transactional Method
            • View and Print Floor Plan
          • Transactional Method
            • Request a Change to your Department's Space
        • Space Manager (Non-Transactional Method)
          • Space Manager (Non-Transactional Method) Overview
          • Basics
            • Displaying 3D Enterprise Graphics in the Space Console
          • Floor Plans
            • Change the Layers Displayed on Floor Plans
            • Export Floor Plans to Word or PDF and Print
          • Space Manager Reports (non-transactional space inventory)
            • Space and Occupancy History report
            • Allocation and Benchmarks report
        • Space Manager (Transactional Method)
          • Space Manager (Transactional Method) Overview
            • Reference: updateAreaTotalsSpaceAndTime Workflow Rule
          • Reports
            • Department by... Reports
        • Archibus Administrator
        • Advanced Understanding Workspace Transactions
          • Transactional vs. Non-Transactional Methods
          • Sharing Rooms with Workspace Transactions
          • The Rooms, Employees, and Workspace Transactions Tables
          • Calculating Data: Generating Snapshot or an Historic Average
          • Occupancy Status, Count, and Rate
          • Statistics per Occupant, per Seat, per Employee
          • Workspace Transactions and Other Archibus Applications
          • Service Request Workflow for Move Requests and Departmental Space Requests
          • Archiving Workspace Transaction Records
          • Examples: Workspace Transaction Records for Individual Moves
      • Occupancy
        • Occupancy Summary
          • Occupancy Overview
          • Access and Update Occupancy with Mobile Apps
          • Working with Employee Badge Data
        • Non-Transactional Method
          • Non-Transactional Method Summary
            • Background Data (Process Overview)
            • Update Employee Headcount Calculations (Non-Transactional)
            • Client (Requestor) Overview
            • Department Manager
            • Occupancy Reports (Non-Transactional)
            • The Space Console
          • Basics
            • Space Console: Find the Data and Floor Plans that you Need
            • Display Floor Plans and Floor Information
            • Review Organization, Room Category, Room, and Employee Information (the Space Console's Details tabs)
            • Tracking Room Size Definitions (Room Standards)
            • Hiding and Displaying Data in the Space Console
            • Adding New Data
            • Edit Data Using the Space Console's Tabs
          • Floor Plans
            • Change the Pan and Zoom of Displayed Floor Plans
            • Highlight Rooms in your Floor Plan by One Property
            • Highlight Rooms in your Floor Plan by Two Properties
            • Highlight Floor Plans by Plan Type
            • Include Labels on the Floor Plan
            • Exporting Space and Occupancy Data to Excel and Word
            • Additional Information on Printing Floor Plans from the Space Console
          • Change a Room's Properties
            • Select Rooms on the Floor Plan and View or Change their Properties
            • Change a Room's Division or Department Assignment
            • Change a Room's Category or Type Assignment
            • Delete a Room
          • Examine Allocation and Use
            • Review Rooms for a Particular Division or Department
            • Review Rooms on a Floor Plan by their Division and Department
            • Review Rooms on a Floor Plan by Use (Room Type and Room Category)
            • Review Usable and Non-occupiable Space on a Floor
            • Review a Department's Vacant Rooms
          • Examine Occupancy
            • Review Room Availability (vacant, available, at-capacity, over-capacity)
            • Review the Employee List
            • Create an Occupancy Plan
            • Select Rooms on the Floor Plan and Change the Properties of Occupying Employees
            • Locate Employee
          • Change Employee Occupancy
            • Change Room Assignments of Employees
            • Remove an Employee from a Room
            • Create a New Employee and Assign to a Room
            • Place Employees on a Wait List for Available Rooms (the Waiting Room)
            • Generate a Move Order for Moving Multiple Employees
          • Team Space
            • Concept: Teams
            • Working with Dates in Team Space
            • Concept: Employee-to-Seat Ratio
            • Activating the Team Space Features
            • Define Team Categories
            • Developing Rooms and Floor Plans for a Team Space Inventory
            • Create a Team and Add Employees and Associations to It (Using the Space Console)
            • Define Teams task
            • Assign Rooms to Teams Using the Floor Plan
            • Assign Rooms to Teams or Change Assignments Using a Form
            • Checking for Team Space on other Floors
            • Change or Cancel a Team's Room Assignments Using the Floor Plan
            • Team Space and Permanent Occupancy
            • Check an Employee's Team Assignment History
            • Team Space Statistics
            • Team Occupancy Calculation
        • Transactional Method
          • Background Data
            • Space Application Parameters
            • Setting Employee Capacity for Rooms in Bulk
          • Client
            • Request an Individual Move
            • Choosing the Destination Room from a Floor Plan Drawing
            • Request a Group Move
            • Reviewing Active and Archived Service Requests
          • Space Manager
            • Edit and Issue a Space Service Request
            • Deleting Rooms
            • Reconcile Workspace Transactions
            • Calculations for the Update Area Totals Task
            • Workspace Transaction Exceptions report
            • Employee Exceptions report
            • Allocation, Trends, and Benchmarks Report
            • Location Metrics Report
            • Workspace Transactions Console
            • Highlighting Rooms by One or Two Properties
            • Sharing Rooms
            • Using a Room Form to Edit Room Properties
            • Edit Room Properties Using Room Plans
            • Using Room Plans to Review Occupancy and Assign Employees to Rooms
            • Editing Space Service Requests from the Worspace Transaction Console
          • Service Desk Manager
          • Operational Reports
      • Space Chargeback
        • Space Chargeback Summary
          • Space Chargeback Overview
          • Department Manager
        • Chargeback Processes
          • Standard Space Chargeback (Non-Transactional)
            • Overview
            • Chargeback Calculations
          • Shared Workplace Chargeback (Non-Transactional)
            • Overview
            • Synchronize Shared Rooms
            • Allocate Percentages
            • Update Area Totals - Space and Time Percent, Space Percent
          • Space Chargeback (Transactional)
            • Overview
            • Defining Cost per Area and Remaining Area Prorate
            • Separate Allocation from Occupancy Changes (Transactional Method)
            • Designate Common Area Rooms and Groups
            • Chargeback Exception Reports
            • Update Area Totals
            • Perform Chargeback
            • Chargeback Reports
            • Chargeback Calculations
      • Space Planning
        • Space Planning Summary
          • Space Planning Overview
        • Concepts
          • Concept: Portfolio Scenario
          • Concept: Space Requirement
          • Concept: Forecast Space Requirements
          • Concept: Space Allocation
          • Concept: Allocation Event
          • Concept: Groups Table and the Space & Portfolio Planning Console
          • Concept: Remaining Area and Usable Area Calculations
          • Portfolio Scenarios and Areas
          • Linking Projects to Portfolio Scenarios and Space Requirements
          • Space Planning Compared to Advanced Forecasting
        • Examples
          • Example: Plan for a Growth Forecast and Acquire New Space
          • Example: Plan for a Growth Forecast Using Existing Space
          • Example: Find Space for an Acquired Company
          • Example: Share Data from the Jansen Integration Scenario with Others
        • Define Background Data
          • Background Data: Process Overview
          • Define Space Standards by Completing the Room Standards Table
        • Define Space Requirements
          • Define Space Requirements Task: Overview
          • Automatically Create Space Requirements from Inventory (Define Space Requirements Task)
          • Edit the Properties of a Space Requirement
          • Manually Creating a Space Requirement Item
          • Edit Space Requirement Items
          • Add Locations to a Space Requirement
          • Export Space Requirement Items
          • View Space Requirements in a Chart
        • Create and Get Started with Scenarios
          • Create a Portfolio Scenario
          • Create a New Portfolio Scenario from an Existing One
          • Create a New Portfolio Scenario by Copying from a Group Inventory
          • Delete or Edit a Portfolio Scenario
          • Add New Space to a Scenario
          • Add Existing Space to a Scenario
          • Working with Unavailable Area
          • Add Space Requirements to a Portfolio Scenario
          • View a Portfolio Scenario's Allocations (the Allocation Events tab)
        • Stack Plan
          • Overview to the Stack Plan Tab of the Space & Portfolio Planning Console
          • Display Stack Plans and Access Building and Floor Information (the Allocated Buildings pane)
          • View Allocation Events and Allocations (the Events pane of the Stack Plan tab)
          • View and Work with Stack Plans (Stack Plans pane of Stack Plan Tab)
        • Work with a Scenario's Stack Plans to Allocate Space
          • Adding New Allocations to the Stack Plan
          • Edit an Allocation on a Stack Plan
          • Splitting an Allocation
          • Moving Allocations on a Stack Plan
          • Reduce Allocated Space
          • Changing the Placement of Allocations within a Stack
          • Marking Up Images and Floor Plans
        • Working with Functional Groups
          • Concept: Functional Groups
          • Add Space Requirements to a Portfolio Scenario when Working with Functional Groups
          • Editing Space Requirements and Syncing the Stack Plan
          • Syncing Functional Groups: Examples
          • Example: Join Together Different Departments as a Functional Group
          • Example: Join Together Different Staff as a Functional Group
        • Analyze Scenarios with Reports
          • Space and Portfolio Forecasting Reports
          • Gap Analysis Chart
          • Proposed Moves Report and Generating a Group Move Order
          • Output a Portfolio Scenario to PowerPoint
      • Moves
        • Moves Summary
        • Moves Overview
        • Concepts
          • Terminology for Employee and Team Group Moves
          • Methods of Requesting Moves
          • Move Status (Concept)
          • Schema Overview
          • Concept: Working with Teams in Group Moves
          • Integrating with Other Archibus Applications
        • Background Data
          • Developing Background Data for Moves
          • Defining Users, Craftspersons, and Employees
          • Defining Craftspersons and Trades
          • Email Notifications
          • Develop Questionnaires for Move Forms
          • Define Action Types
        • Move Requestor
          • Requesting an Individual Move
          • Request a Group Move
          • Editing and Examining Moves
          • Group and Individual Move Reports
        • Move Coordinator Overview
          • Move Console: Overview
          • Explore the Move Console
          • Search for a Move
          • Review a Requested Move and Estimate its Costs
          • Route a Move for Approval
          • Approve a Move
          • Issue Moves
          • Edit a Stand-alone Individual Move
          • Edit Group Moves
          • Add an Individual Move to a Group Move
          • Creating and Editing Move Actions
          • Cancel an Approved Move
          • Print a Move Order
          • Complete and Close a Move Order
          • Examining Moves and their Actions
          • View Available Rooms
          • Viewing the Move Calendar
        • Approving Manager
        • Move Scenario Planner
          • Select a Group Move Project for a Scenario (Move Projects tab)
          • Create Move Scenarios
          • Plan Move Scenarios
            • Select the Layout for the Occupancy Scenario
            • Create an Occupancy Scenario
            • Review Occupancy Scenarios and Update if Needed
            • Exporting Occupancy Scenario Drawings and Data
            • Edit and View Selected Rooms and their Assigned Teams and Employees
            • Review Pending Employee and Team Assignments
            • Work with Mark-ups in Move Scenarios
          • Review Move Scenarios
          • Updating Move Projects from Move Scenarios
        • Move Scenarios: CAD User
          • CAD User: Create Layout Scenarios
          • CAD User: Work with Layout Scenarios
          • CAD User: Publish Layout Scenarios
          • CAD User: Merge Layout Scenarios with Inventory
          • CAD User: Manage Layout Scenarios
          • Using Historical Enterprise Graphics Files
        • Data and Voice Coordinators
        • Moves: Craftsperson Tasks
        • Move Reports: Executive Manager
    • Assets
      • Concepts
        • Assets Domain
          • Getting Started with the Assets Domain
          • Enterprise Resource Planning (ERP)
          • Classifying Assets for Use with BIM (Concept)
      • BIM Viewer
        • BIM Viewer Overview
          • Example Sequence: Use the BIM Viewer to Analyze Assets
          • Example Sequence: Use the BIM Viewer to Analyze Assets with Active Maintenance Work
          • Prepare Model for Display in the BIM Viewer (Demo)
          • BIM Viewer Usage Notes
        • Explore the BIM Viewer
          • Load a BIM Model
          • Control the Display of the BIM Model
          • BIM Viewer Settings Command
          • Show Labels in the BIM Model
          • Export your BIM Viewer Query
          • Review Mechanical and Plumbing Systems in the BIM Model
          • Review a Model's Sheets
          • Work with a Model's Custom Views
          • Search by Revit Properties (Query Model)
          • Clear a Selection in the BIM Viewer
          • BIM Viewer: Support for Linked Models
        • Asset Procedures
          • Review the Asset List in the BIM Viewer
          • Locate Assets in the BIM Model
          • Search for Assets in the BIM Model (Filter)
          • Search for Equipment Standards
          • Review and Update Asset Details from the BIM Model
          • Highlight Assets in the BIM Model
          • Work with Equipment Systems in the BIM Viewer
        • BIM Viewer and Active Maintenance Work: Overview
          • Review the Work Request List in the BIM Viewer
          • Search for Assets with Maintenance Work
          • Locate Assets with Active Work in the BIM Model
          • Review Details for an Asset with Active Work
          • Review Active Work for an Asset
          • Review Maintenance KPIs for an Asset
          • Review Assets with PM Work in the BIM Viewer
          • BIM Viewer: Review Equipment Diagnostics
          • Highlight Assets by Maintenance Work in the BIM Viewer
        • BIM Viewer: Explore Rooms
          • Search for Rooms and Locate them in the BIM Model
          • Review and Edit Room Details from the BIM Model
          • Highlight Rooms in the BIM Model
      • Enterprise Assets
        • Overview
          • Enterprise Assets Summary
            • Accessing the Asset Portal Tasks from Assets and Enterprise Assets
            • Manage Equipment and Standards
            • Reconciling Enterprise Assets
            • Asset Disposal Console: Overview
            • Reports for the Assets and Enterprise Assets Applications
          • 1985 Background Data
            • Defining Background Data for Facilities, Finance, and Projects
            • Define Asset Background Data
        • Chain of Custody
          • Tracking an Asset's Chain of Custody
            • Define Custodian Types
            • Assign Custodians to Assets
            • Assign Assets to Custodians and Manage
            • Lifecycle Chain of Custody Report
            • List of Assets by Custodian Report
            • Custodians by Asset Report
        • Roles
          • Finance Asset Manager: Overview
          • Department Asset Manager: Overview
          • Enterprise Assets: Application Overview
          • IT Asset Manager: Overview
        • CAD and BIM
        • Project Proposal Console
          • Project Proposal Console: Overview
            • Create or Edit My Projects
            • Selecting and Reviewing Projects
            • Reviewing and Managing Project Locations
          • 2015 Space Requirements
            • Project Proposal Console: Getting Started with Space Requirements
            • Creating Space Requirements for Proposed Projects
            • Adding and Editing Space Requirement Items
            • Adding Baseline Locations to a Space Requirement
            • Adding and Editing Space Standards (Room Standards)
          • 2021 Asset Requirements
            • Getting Started with Asset Requirements
            • Creating Asset Requirements
            • Adding or Editing Assets by Standard Count
            • Adding or Deleting Individual Assets
          • 2026 Project Dashboard
            • Managing Project Proposals from the Project Dashboard
            • Assigning Team Members
            • Managing Project Work Packages
            • Example Work Packages to Organize a Swing Move
            • Managing Actions for Project Work Packages
          • Gantt Chart
          • Reviewing Proposed Moves and Generating a Group Move Order
          • Comparing Portfolio Scenarios
        • Asset Registration Console
          • Asset Registration Console Overview
          • Using a Bar Code Reader with the Asset Registration Console
        • Equipment Systems Console
          • 2040 Equipment Systems Console Overview
            • Tracing Equipment System Dependencies
            • Equipment System Console: Reports
        • Asset Lifecycle Console
          • Asset Lifecycle Console - Overview
            • Reviewing and Managing Asset Data (Asset Registry Tab of the Asset Lifecycle Console )
            • Managing Assets throughout the Lifecycle (Asset Lifecycle Management Tab of Asset Lifecycle Console)
            • Optimizing Assets (Asset Lifecycle Console)
        • Telecom Console
          • 2051 Telcom Console Summary
            • Procedure: Creating a Telecom Inventory and Modeling Connections
            • Define Telecom Background Data
            • Planning your Telecom and Connection Inventory
            • Archibus Telecom Terminology
            • Telecom Area Level and Service Type
            • Concept: Modeling Faceplates and Jacks
            • Working with Multiplexing Devices
        • Depreciation
      • Telecom Assets
        • Telecom Inventory Management (Telecom Console)
          • Telecom Assets: Application Overview
          • Facility Background Data
          • Define Telecom Background Data
        • Telecom Management
          • Creating a Telecom Inventory and Modeling Connections
          • Using the Telecom Console
            • Using the Telecom Console's Filter
            • Working with Floor Plans in the Telecom Console
            • Query an Asset on the Floor Plan
          • Create Telecom Inventory
            • Concept: Methods for Creating Telecom Assets
            • Represent Equipment and Telecom Devices in CAD
              • Draw Patch Panels
              • Draw Faceplates
            • Representing Furniture, Equipment, and Telecom Devices in CAD and BIM
            • Create Workstation Equipment from the Telecom Console
            • Create Faceplates
            • Manually Create Jacks
            • Automatically Create Jacks for Faceplates
            • Create Patch Panels
            • Manually Create Ports for Patch Panels and Telecom Area Equipment
            • Automatically Create Ports for Patch Panels
            • Automatically Create Ports for Telecom Area Equipment
            • Edit a Telecom Asset
          • Connect Telecom Assets
            • Connect Telecom Assets from the Grid
            • Connect Telecom Assets Using the Floor Plan
          • View Telecom Connections
            • List Telecom Connections on Forms
            • Show Telecom Connections on the Floor Plan (Trace Connections)
            • Highlight Rooms with Connected Telecom Devices
          • Create Equipment Inventory (alternate method)
          • Migrate a ClientServer Telecom Inventory
            • Comparing Telecom Connections in Archibus Client/Server and Web Central
            • Migrating Telecom Data Developed in Archibus Client/Server to Web Central
            • Migrating Archibus Client/Server Telecom Assets: Field Reference
            • Migrating Archibus Client/Server Telecom Assets: Data
            • Migrating Archibus Client/Server Telecom Assets: Floor Plans
          • Equipment Systems Console: Overview
            • Define Equipment Systems (Asset Relationship Assignment tab)
            • Review Equipment System Dependencies (Asset Relationship Analysis tab)
          • Software
            • Define Software Standards
      • Archibus Extensions for Builder SMS
        • Builder SMS
          • Overview
          • Process Overview
        • Concepts
          • BUILDER™ SMS Hierarchy
          • Comparing Archibus and BUILDER™ SMS Tables
          • BUILDER™ SMS Classification Example
          • Use Cases for BUILDER™ SMS and Archibus
          • Master Connectors
          • Asset Inventory Exchange Process
          • Data Transfer Cases
          • Import, Export, and Background Data Operations
          • Equivalent Terms
        • Asset Inventory Information
          • Configure Master Connectors
          • Run Master Connectors
          • Review Imported Background Data
          • Define Asset Attribute Standards
          • View BUILDER™ SMS Classifications for Asset Inventories
          • Review and Edit Asset Information
          • Map Archibus Sites to Organizational Units
          • View Connector Properties and Field Definitions
          • Guidelines for Entering Organizational and Asset Data
        • Reference
          • Navigator: Extensions for BUILDER™ SMS
          • Source of Record for Background Data
          • Guidelines for System Administrators
          • Data Requirements After You Run Outbound Master Connector
          • Condition Index
      • Asset Portal
        • Asset Portal Summary
        • Asset Portal Application Overview
        • Background Data
        • CAD User
          • Draw Equipment in CAD
          • Draw Jacks
          • Draw Furniture Standards
          • Draw Tagged Furniture
        • Equipment
          • Equipment Process Overview
            • Using the Equipment Assets Console
            • Define Equipment Standards
            • Define Equipment by Department
            • Define Equipment by Room
            • Define Jacks by Room
            • View and Edit Insurers
            • View and Edit Insurance Policies
            • Add and Edit Warranties
            • View Equipment by Warranty
            • View Equipment by Insurance Policy
          • Tracking Leased Equipment
          • Equipment Reports
        • Furniture
          • Choosing a Furniture Inventory Method
          • Tagged Furniture
            • Define Tagged Furniture by Department
            • Define Tagged Furniture by Floor
            • Adding Furniture (Tagged Furniture)
            • Tagged Furniture Reports
          • Standards Inventory
            • Creating a Furniture Inventory (Tagged Furniture or Furniture Standards)
            • Define Furniture Standards by Floor or Room
            • Furniture Standards Inventory Reports
        • Software
          • Software: Process Overview
          • View and Edit Software Information
          • Software by Standards Report
        • Depreciation
          • Depreciation Overview
            • Asset Depreciation: Overview
            • Depreciation Concepts
          • Background Data
            • Define Depreciation Property Types and their Depreciation Methods
            • Define Depreciation Logs (Monthly Depreciation Periods)
          • General Staff
            • Edit Equipment and Property Type
            • Edit Tagged Furniture and Property Type
            • Recalculate Equipment Depreciation Schedules
            • Recalculate Tagged Furniture Depreciation Schedules
            • Cost and Depreciation Reports
        • Reference
          • Assets Domain: Tables and Reference
          • Mapping the Asset Registry to the Inventory Tables
          • Schema for the Asset Registry Data Source
    • Maintenance
      • Maintenance Console
        • Maintenance Domain
          • Maintenance Console: Overview
          • Explore the Maintenance Console
          • Search for Work Requests
          • Explore the Work Request Form
          • Maintenance Console: Adding Data as You Work
          • Working from the Maintenance Console or from the Maintenance Mobile App: Overview
          • Index of Maintenance Console Videos
      • Checklists (Questionnaires)
        • Maintenance Checklists: Overview
        • Add Checklists to PM Workflow
      • Work Management
        • Work Management Concepts
          • Work Logs (Concept)
          • Tracking Craftsperson Hours and Costs
          • Concept: Part Status for Work Request Estimations
          • Maintenance Mobile App: Overview
      • Develop Background Data
        • Develop Background Data Summary
          • Developing Maintenance Background Data
          • Define Equipment
          • Managing Reference Documents
          • Defining Problem Types
          • Defining Problem Descriptions
          • Define Cause Types
          • Define Repair Types
          • Security Groups for the Maintenance Console
        • Define Craftsperson Daily Schedules
          • Concept: Tracking a Craftsperson's Daily Schedule
          • Define Trades, Work Teams, Craftspersons, and Supervisors
          • Define Shifts and Assign Shifts to Craftspersons
          • Define a Craftsperson's Daily Schedule
          • Define Variances in a Craftsperson's Daily Schedule
          • Concept: Using Microsoft Exchange with Craftsperson Schedules
      • Preventive Maintenance
        • Preventive Maintenance Summary
          • Preventive Maintenance: Application Overview
          • Typical Workflow for Managing Preventive Maintenance
          • Role-Based Overview of Preventive Maintenance
        • Concepts
          • Methods for Adding Checklists to Preventive Maintenance Workflow
        • Maintenance Manager
          • Maintenance Manager Overview
          • PM Planner
            • Set the Display of the PM Planner
            • Set the Filter of the PM Planner
            • Analyze Labor Requirements and Costs on the PM Planner
            • Examine Statistics and Counts by Grouping
            • Examine Individual PM Schedules and PM Schedule Dates
            • Edit PM Schedules and Schedule Dates
            • Generate a Single Work Order for Missed Work
            • Access the Maintenance History Report from the PM Planner
            • Export the PM Schedule for the Next 52 Weeks to Excel
          • Defining Procedures, Steps, and Resources
            • Suppressing Overlapping Schedules
            • Assigning Procedures to Equipment and Locations
            • Concept: Understanding Preventive Maintenance Procedures and Steps
          • Define Maintenance Schedules
            • Defining PM Schedule Groups
            • Defining PM Schedules
            • Reviewing PM Schedules
            • Defining PM Schedule Dates by PM Schedules
            • Understanding the Scheduling Options
            • Understanding the PM Scheduling Routine
            • Scheduling with Date Ranges (Concept)
          • Generate Work Orders
            • Manually Generating PM Work Orders
            • Defining Rules for Automatic PM Work Order Generation
            • Understanding the PM Work Order Generation Routine
            • Active Preventive Maintenance Work Orders
        • Service Desk Manager
          • Service Desk Manager Overview
          • SLA Console
            • Use the Quick Action Form to Add SLAs for Preventive Maintenance
            • Creating SLAs for Preventive Maintenance Using the SLA Wizard (Edit Details)
        • Supervisor
          • Supervisor Overview
          • Estimating Trades, Parts, and Other Costs
          • Finding Parts for Estimates Using the Map
          • Assign Craftspersons to the Work Request and Schedule
          • Forwarding Work
          • Reserving a Part That Was Just Purchased and Adding It to Inventory
          • Reserving Tools for Work Requests
          • Reassign Work
          • Tracking Craftsperson Assignments
          • Updating Work Requests and their Labor Assignments
          • Copying Craftsperson Assignments
        • Craftsperson
        • Reports
        • System Integrator
      • Corrective Maintenance
        • Corrective Maintenance Summary
          • Corrective Maintenance: Application Overview
          • Typical Workflow for Managing Corrective Maintenance
          • Role-Based Overview of Corrective Maintenance
        • Concepts
          • Using Service Level Agreements (SLAs) to Manage Corrective Maintenance
          • Adding Problem Types from the Report Form
          • Sample Workflow Steps for Corrective Maintenance
          • Corrective Maintenance Application: Workflow
        • Requestor (Client)
          • Requestor (Client process)
          • Request Work
          • Editing or Canceling Work Requests After Submitting (Requestors)
          • Updating Rejected Work Requests (Requestors)
          • View Corrective Maintenance Service Requests
          • Complete a Satisfaction Survey
        • Business Manager
          • Define Maintenance Checklists
          • Rejecting or Canceling Work Requests
        • Routing Service Requests (Dispatcher)
        • Supervisor
          • Supervisor Overview
          • Labor Scheduler: Overview
            • Labor Scheduler: Choose the Work to Schedule
            • Labor Scheduler: View Craftsperson Schedules and Work Assignments
            • Labor Scheduler: Schedule Work
            • Labor Scheduler: Craftsperson Statistics
            • Unscheduled Work (Concept)
          • Schedule and Estimate
            • Estimating Trades, Parts, and Other Costs
            • Finding Parts for Estimates Using the Map
            • Assign Craftspersons to the Work Request and Schedule
            • Forwarding Work
            • Reserving Tools for Work Requests
            • How to Reassign Work
            • Concept: Tracking Craftsperson Assignments
            • Concept: Updating Work Requests and their Labor Assignments (Supervisors)
            • Copying Craftsperson Assignments
          • BIM Viewer: Overview
            • Approve and Reject Work Requests
            • Assigning Work Requests to Work Orders
            • Canceling or Stopping Work
            • Issue Work
            • Concept: Benefits of Entering Additional Data for Work Requests
            • Reviewing Tool Type Information
          • Complete Work Requests
          • Review and Verify Maintenance Checklists
          • Verifying Completed Work Requests
          • Close Work Requests
          • Return Work to a Prior Status
          • Getting Work Request Information to the Person Doing the Work
          • Track Work by Division and Department
        • Craftsperson
          • Craftsperson Overview
            • Reviewing Work
            • Self-Assigning Work
            • Putting Work On Hold
            • Returning Issued Work Requests
            • Reserving a Part That Was Just Purchased and Adding It to Inventory
            • Update Work Requests with Details from the Job
          • Maintenance Console
            • Craftspersons Adding Another Craftsperson to the Job
            • Redlining Drawings and Photos for Work Requests
            • Review the Maintenance Activity Log and Add Comments and Documents
            • Reviewing Reference Documents for a Work Request
            • Concept: Completing Work Requests Assignments (Craftspersons)
            • Creating a New Work Request by Copying and Linking
            • Editing Request Parameters for Work Requests
            • Updating Labor Hours
        • Call Center Overview
        • Service Desk Manager
          • Service Desk Manager Overview
          • Concepts
            • Concept: Workflow Name
          • SLA Console
            • Using the SLA Console (Manage Service Level Agreements)
            • Define SLA Priorities
            • Working with SLA Templates
          • Step 1: Create SLAs
            • Use the Quick Action Form to Add SLAs for Corrective Maintenance
            • Creating SLAs for Corrective Maintenance Using the SLA Console's SLA Wizard (Edit Details)
            • Setting Priority Levels for Corrective Maintenance and PM Work Requests
          • Step 2: Define Workflow and Steps
            • Adding an Edit and Approve Step for Corrective Maintenance Requests
            • Adding an Estimation or Scheduling Step for Corrective Maintenance Requests
            • Add a Checklist to a Work Request in the Issued Status
            • Adding a Notification Step for Corrective Maintenance and PM Work Requests
            • Adding a Confirmation Step for Corrective Maintenance Requests
            • Adding a Verification Step for Completed Corrective Maintenance and PM Work Requests
            • Including a Satisfaction Survey for Completed Corrective Maintenance Requests
            • The Dispatch Option for PM and Corrective Maintenance Requests
          • Step 3: Define Service Level
            • Defining Service Windows for SLAs
            • How to Associate Compliance Contracts with SLAs
          • Grouping SLAs
            • Concept: Creating Multiple SLAs at Once by Grouping
            • Create Groupings for Service Level Agreements
            • Editing Service Level Agreements (SLA Console)
            • Determining the Ordering Sequence of SLAs
          • Search and Manage Work Requests
        • Inventory Manager
          • Inventory Manager Overview
            • Storing Parts in Multiple Locations
            • Using Fleet Management or the Equipment Table When Storing Parts in Vehicles
            • Define Parts
            • Defining Part Storage Locations
          • Manage Parts Inventory
            • Updating the Physical Count from the Manage Parts Inventory Task
            • Creating Purchase Orders for Parts
            • Creating a Supply Requisition for Transferring Parts
            • Manually Adjusting the Parts Inventory
            • Manage Purchase Orders for Parts
            • Managing Supply Requisitions
            • Calculations for Inventory Transactions
            • Calculate Inventory Usage action (Parts)
        • Reports
          • Operational Reports
          • Management Reports
          • Maintenance Report Builder
          • Maintenance Survey Report
          • Search Work Requests
          • Maintenance Analysis Dashboards
          • Cost Analysis Dashboard
        • System Integrator
          • System Integrator Overview
          • Control Behavior of Maintenance (Application Parameters)
          • Adding Fields to the Maintenance Console's Search
      • Maintenance SaaS Module
        • Maintenance module (Archibus SaaS)
          • Maintenance SaaS Module: Overview
          • Develop Facilities-Related Background Data
          • Develop Maintenance-Related Background Data
          • Develop Labor-Related Background Data
        • Manage Preventive Maintenance
          • Typical Workflow for Managing Preventive Maintenance
          • Manage Preventive Maintenance
        • Manage Work (Corrective Maintenance process)
          • Typical Workflow for Managing Corrective Maintenance
          • Report Maintenance Problems
          • Manage Work (Corrective Maintenance process)
          • BIM Viewer: Overview
        • Create and Manage a Parts Inventory
        • Review Maintenance Reports
    • Sustainability and Risk
      • Sustainability and Risk Domain
      • Sustainability and Risk Domain
        • Managing Hazardous Materials with Archibus Applications
      • Emergency Preparedness
        • Emergency Preparedness Summary
        • Emergency Preparedness Appplication Overview
        • Background Data Overview
          • Developing Geographic Data
          • Define Companies
          • Define Contacts
          • Recording Employee Emergency Information
          • Creating an Emergency Contacts List
          • Creating an Escalation Contacts List
          • Creating a Recovery Team List
        • First Responders
        • Staff
        • Emergency Response and Recovery Teams
          • Creating and Updating Advisory Bulletins
          • Viewing the Recovery Team List and Updating Employee Status
          • Updating Employee Status
          • Egress and Occupancy Plan
          • Hazard Highlight Reports
        • Assessment Team
          • Updating System, Room, and Equipment Status
          • Updating Facility Status by Using Drawings
        • Managers
        • Manage Document Library
        • Smart Client Users
          • Recording Critical System Information
          • Define Zones
        • CAD Users
          • Drawing Egress Routes
          • Drawing Hazardous Material Plans
          • Drawing Zones
      • Compliance
        • Compliance Summary
          • Compliance Application: Overview
          • Workflow for the Compliance Application
        • Concepts
          • Understanding Compliance Levels
          • Best Practices for Developing Compliance Data
        • Integrating Maintenance and Compliance
          • Overview
          • Concept: Use Cases for Linking Maintenance Work to Compliance
          • Assigning Preventive Maintenance Procedures to Requirements
          • How the Applications Updates Status for Events Linked to Maintenance Work
          • Reviewing Work History
        • Field Surveys and Questionnaires
          • Compliance Field Surveys: Overview
            • Questionnaire Samples
            • Concept: Comparing Extended Questionnaires in Compliance and Maintenance
            • Use Compliance Questionnaires with Maintenance Workflow
            • Extended Questionnaires: Events and Status
            • Extended Questionnaires: Tables
          • Define Compliance Questionnaires
            • Define the Questionnaire Profile
            • Add a Section to a Questionnaire
            • Define Questions for a Questionnaire
            • Types of Questions for Checklists and Compliance Questionnaires
            • Define Answer Options
            • Add Follow-up Questions or Actions Based on a User's Response
            • Follow-up Actions: Update the Compliance Level
            • Add Instructions to a Questionnaire
            • Edit a Questionnaire
            • Preview and Test the Questionnaire
          • Assign Questionnaires to Compliance Requirements and Contract Terms
          • Assigning Questionnaires to Field Inspectors
          • Performing a Compliance Survey
          • Completing a Questionnaire in Web Central
          • Compliance Surveys Mobile App: Overview
        • Compliance Objectives
          • Manage Compliance Programs
            • Compliance Program Managers Tracking Regulations and Requirements by Programs
            • Compliance Program Manager Tracking and Analyzing Compliance Programs and Requirements by Location
            • Compliance Program Managers Managing Compliance Documentation
            • Compliance Program Managers Managing Notifications to Stakeholders When Critical Dates or Event Statuses Occur
            • Compliance Program Manager Evaluating the Cost of Noncompliance
          • Scheduling Events - Overview
            • Compliance Program Managers Generating Scheduling Recurring Events
            • Compliance Program Managers Scheduling Non-Recurring Events
            • Compliance Program Managers Rescheduling and Updating Events
          • Compliance Program Managers and Coordinators Tracking and Managing Events - Overview
            • Compliance Program Managers and Program Coordinators Updating Event Status and Closing Events
            • Compliance Program Managers and Program Coordinators Identifying Missed and Overdue Events
            • Compliance Program Managers and Coordinators Reviewing a Calendar of Scheduled Events
          • Compliance Program Coordinators Managing their Assigned Programs, Requirements, and Events
            • Compliance Program Coordinators Tracking Permits and Licenses
            • Compliance Program Coordinators Adding Documents for their Assigned Requirements and Events
            • Compliance Program Coordinators Accessing Compliance Documents
            • Compliance Program Managers and Program Coordinators Documenting Communications
        • Getting Started
          • Incrementally Developing Data for Compliance
          • Getting Started: Tracking Regulations, Compliance Programs, and Requirements
          • Getting Started: Scheduling Recurring Compliance Requirements and Contract Terms
          • Getting Started: Updating Event Status and Managing Events
          • Getting Started: Using Notification Templates
          • Getting Started with the Document Library - Track and Manage All Compliance Documents
          • Getting Started: Tracking and Managing Compliance Locations
          • Get Started: Linking Corrective Maintenance and Preventive Maintenance Work to Compliance
          • Getting Started: Tracking Compliance Violations
          • Getting Started: Tracking Compliance-Related Communications Using Communications Logs
          • Getting Started: Compliance Program Coordinators Track Their Work
          • Getting Started: Advanced Compliance
        • Background Data - Facilities
          • Defining Background Data about your Facility
        • Background Data - Compliance
          • Defining Background Data for Compliance
          • Defining Compliance Levels
          • Defining Regulation Categories and Types
          • Define Program Categories and Types
          • Defining Requirement Categories
          • Defining Violation Types
          • Configuring Application Parameters for the Compliance Application
          • Getting Started with Compliance Notifications
          • Getting Started with Notifications
            • Defining Notifications
        • Create Projects (Compliance Project Manager)
          • Compliance Project Manager
          • Define Projects
        • Manage Overall Compliance Program (Compliance Program Manager )
          • Compliance Program Manager: Overview
          • Managing Compliance Programs: Overview
            • Enter Regulations, Compliance Programs, and Requirements (Manage Compliance Drill-Down)
            • Managing Regulations and Initiatives
            • Creating New Requirements
            • Managing Compliance Programs
            • Managing Compliance Requirements
            • Adding Communication Logs for Compliance Records
          • Compliance Locations: Overview
            • Managing Compliance Locations
            • Adding Locations (and Equipment) to Regulations, Compliance Programs, Requirements, Contracts, and Contract Terms
            • Adding Costs to Locations
            • Making Bulk Location Assignments
            • Adding Events for Compliance and Contract Locations
          • Working with Documents: Overview
            • Adding Documents for Compliance Records
          • Managing Events: Overview
            • Generating Events (Concept)
            • Non-Recurring Events (Concept)
            • Event Example
            • Managing Non-Recurring Events
            • Using the Filter Console to Locate Events
            • Adding and Editing Events for a Requirement or Contract Term
            • Rescheduling Compliance Events for Requirements and Contract Terms
            • Creating Work Requests for Compliance Events
            • The Compliance Events Calendar
            • Managing All Compliance Events
            • Adding and Removing Notifications for Events
          • Assigning Notification Templates for Compliance: Overview
            • Viewing Universal Notification Templates
            • Assigning Existing Notifications to a Compliance Program, Requirement, Contract, or Contract Term
            • Adding and Editing Notification Templates for Programs, Requirements, Contracts, and Contract Terms
            • Creating New Notification Templates Based on Existing Templates
            • Bulk Assigning Notification Templates to Programs and Requirements
            • Managing Event Notification for Contract Terms and Requirements
            • Managing Notification Templates
          • Manage Unscheduled Compliance Items
        • Manage your Items (Compliance Program Coordinator)
          • Compliance Program Coordinator: Overview
          • Manage your Compliance Requirements
          • Managing Your Permits and Licenses
          • View your Events Calendar
          • Managing Missed and Overdue Events
          • Updating Status and Closing Events for Contract Terms and Requirements
          • Viewing the Document Library
        • Contract Manager
          • Contract Manager Overview
          • Concepts
            • The Regulation Hierarchy
            • Working with Contracts and Compliance Programs Together
            • Concept: Implementing Contract Management at your Site
            • SLAs and Contracts (Concept)
          • Define Contracts and Contract Terms
            • Enter Regulations
            • Enter Contracts
            • Enter Contract Terms
            • Add Notifications, Locations, Documents, Costs, and Communication Logs to Contracts
            • Add Costs, Locations, Events, Documents, Notifications, Communication Logs, and Questionnaires to Contract Terms
            • Defining and Generating Scheduled Events for Requirements or Contract Terms
            • Adding Costs to Contracts, Contract Terms, Programs, Requirements, and Locations
            • Managing Compliance Violations
            • Copying Regulations, Contracts, and Programs Including Child Records
            • Deleting Regulations and Assigned Items
          • Contract Management Reports
        • Reports
          • Work Status Reports
          • Management Reports Overview
            • Regulation Count by... Reports
            • Compliance Program Count by... Reports
            • Requirement Count by... Reports
            • Compliance Violations Map
            • Review Survey Results Summary by Requirement
          • Operational Reports: Overview
            • Compliance Program Map
      • Sustainability Assessment
        • Summary
          • Sustainability Assessment: Application Overview
        • Concepts
          • Assessments Mobile App: Overview
          • Using a Laptop for Field Assessments
          • Using a Tablet PC for Field Assessments
          • Using Printed Forms for Field Assessments
        • Background Data
          • Condition Assessment and Sustainability Assessment: Background Data Overview
          • Facility Background Data for Assessment Applications
          • Classifications and Classification Standards: Overview
          • Create Classification Standards and Classifications
          • Export and Import Classification Data
          • Assessment Projects
          • Entering a Formula for Facility Condition Index
          • Defining Questions for Field Assessments
        • Field Assessor
          • Recording the Condition or Sustainability of Equipment and Rooms
        • Assessment Manager
          • Assessment Manager Overview
          • Generating Assessment Records
          • Assigning Assessment Items to an Assessor
          • Updating Assessment Items
          • Estimating Costs of Addressing Deficiencies
          • Addressing Assessment Deficiencies
          • Addressing Assessment Deficiencies with Work Requests
          • Complete and Verify Assessment Items
          • Entering the Cost of Resolving Deficiencies
        • Reports
          • Operational Reports
          • Management Reports
          • Operational Reports (Drawings)
      • Health and Safety
        • Health and Safety Summary
          • Health & Safety: Application Overview
        • Corporate Safety Programs
          • Safety Officers Managing Personal Protective Equipment (PPE) for Staff
          • Safety Officers Monitoring Medical Condition of Employees
          • Safety Officers Managing Required Employee Training
          • Safety Officers Determining Upcoming and Overdue Safety Program Requirements
          • Notifying Employees of Safety Program Requirements
        • Workplace Accidents
          • Occasional Users Reporting Workplace Accidents
          • Tracking Workplace Accidents Involving Employees and Visitors
          • Notifying Safety Officers about Workplace Accidents
          • Visually Indicating Accident Locations
        • Safety-Related Job Restrictions
          • Safety Managers Tracking Work Restrictions for Employees
          • Employees Checking on their Safety Program Requirements, Work Restrictions, and Workplace Accidents
        • Manage Accident and Safety Program Documentation
        • Generating OSHA and other Industry-Standard Reports
        • Concepts
          • Establishing Notification for Safety Officers
          • Notifying Employees about Upcoming Safety Requirements
          • Methods for Assigning Safety Program Requirements to Employees (Concept)
          • Scheduling Routine (Concept)
        • Enter Background Data
          • Defining Background Data about your Facility
          • Defining the Background Data Required for Health & Safety
          • Defining Work Categories
          • Defining Personal Protective Equipment (PPE) Types
          • Defining Training Program Requirements
          • Defining Medical Monitoring Requirements
          • Defining Incident-Related Background Data
          • Defining Work Restriction Categories
          • Defining Safety Officers (Work Roles)
          • Configure Application Parameters
          • Defining Folders for a Document Library
          • Defining Document Categories and Types
          • Defining Problem Types
        • Enter Workplace Accidents and Responses
          • Entering a Workplace Incident
          • Entering Incident Details
          • Recording Non-Employees Involved in Incidents
          • Indicating Incident Information on a Floor Plan Drawing
          • Copy Incident Data to a New Incident Record
          • Entering Incident Location Information
          • Entering Incident Medical Information
          • Entering your Response to an Incident
          • Entering Employee-Specific Response to an Incident
          • Generating a Service Request to Follow Up on an Incident
          • Add Documentation to an Incident
          • Generate a Word Document from Incident Data
          • Track Incident Witness
        • Assign Safety Program Requirements to Employees using Work Categories
          • Assigning Safety Program Requirements to Employees in Bulk Using Work Categories
          • Define the Medical Monitoring, PPE, and Training Requirements for a Work Category
          • Assign Work Categories to Employees
          • Schedule Training for an Employee via Work Category
          • Schedule Medical Monitoring for an Employee via Work Category
          • Schedule Estimated PPE Delivery for an Employee via Work Category
        • Track Employee Work Restrictions
          • Track Work Restrictions
        • Track Health and Safety Documents
          • Health & Safety Documents: Overview
          • Manage Internal Documents
          • Manage Document Library
        • Track Safety Program Requirements for Individual Employees
          • Track Safety Program Requirements for Individual Employees
          • Tracking Medical Monitoring for Individual Employees
          • Tracking PPE for Individual Employees
          • Assigning Employees to Training Programs
          • Track Training Program Assignments and Results
          • Reschedule Training Programs
        • Operational Reports
          • Health & Safety Operational Reports
          • OSHA Accident Report, Form 301
        • Management Reports
          • Management Reports
          • OSHA Log of Work-Related Injuries and Illnesses, Form 300
          • OSHA Summary of Work-Related Illnesses and Injuries, Form 300A
          • Incidents Map
          • Incidents Count report
        • Employee Self-Service and Report Incident Tasks
          • Health & Safety Employee Review: Overview
          • Report Workplace Incident (Occasional User)
          • Review Employee Training, PPE Types, and Medical Monitoring
          • Review your Workplace Incidents
          • Review Employee Work Restrictions
      • Hazard Abatement
        • Hazard Abatement Summary
          • Hazard Abatement: Overview
        • Concepts
          • Hazard Abatement Sample Data
        • Workflows
          • High-Level Workflow of a Hazmat Project
          • Detailed Workflow of a Hazmat Project
          • Step-by-Step Overall Procedure
        • Background Data - Facilities
          • Defining Background Data about your Facility
        • Background Data - Hazards
          • Developing Hazmat-Specific Background Data
          • Hazardous Materials and their Properties
          • Hazardous Material Sample Compositions and Laboratories
          • Responses to Hazardous Material Situations
          • Hazardous Material Personnel and their Accreditations
          • Defining Hazard Action and Problem Types
        • Environmental Project Manager
          • Hazardous Material Projects
        • Environmental Hazard Manager
          • Environmental Hazard Manager: Overview
          • Manage Details of a Hazmat Issue with Assessment Items
            • Creating Hazard Assessment Item Records
            • Assigning Hazmat Assessment Items to a Field Assessor
            • Recording Hazardous Substance Test Results
            • Estimating the Costs of Addressing Hazmat Issues
            • Addressing Hazmat Issues
            • Assigning Hazmat Items to Inspectors, Abatement Workers, and other Hazmat Professionals
            • Entering the Cost of Resolving Hazmat Issues
            • Complete and Verify Hazmat Assessment Items
            • Preparing for Follow Up Assessments and Re-Assessments
            • Tracking Assessment Item History
            • Ongoing Building Monitoring
          • Overview of Hazmat Activity Item Management Tools
            • Using Communication Logs with your Hazmat Assessment Items and Projects
            • Using Action Items with your Hazmat Items and Projects
            • Working with Hazmat Action Items
            • Using Service Requests with your Hazmat Assessment Items and Projects
        • Field Assessor
          • Provide Details on the Location of a Hazmat Assessment Item
          • Provide Details about Surveying a Hazmat Assessment Item
          • Collecting Samples to be Tested for Hazardous Substances
          • Updating Hazmat Assessment Items as a Project Progresses
        • Certified Hazmat Inspector
        • Abatement Worker
          • Location Tools for Hazmat Field Work
        • Operational Reports
        • Management Reports
          • Scoreboard Reports
        • CAD User
          • Draw Hazard Samples (CAD User)
          • Draw Hazard Areas and Items (CAD User)
      • Hazardous Materials
        • Hazardous Materials Summary
        • Use Cases
          • Use Case: Develop an Inventory of Hazardous Products and their SDSs
          • Use Case: Provide Employees with Access to SDSs
          • Use Case: Outside Contractors Complying with your Safety Standards
          • Use Case: Access SDSs in Emergency Response
          • Use Case: Meet Requirements for Hazardous Product Storage Reporting
          • Use Case: Perform an On-Site Audit of your Hazardous Materials and Products
          • Use Case: Access SDS Data from the Field
        • Develop Required Background Data
          • Defining Background Data about your Facility
          • Define Subroom Locations
          • Overview: Background Data - Hazmat
          • Define Companies
            • Define Chemicals
            • Define the Hazard Classification System
            • Define Hazard Classes
            • Define Hazard Categories
            • Define All Levels of the Hazard Classification System at Once
            • Define Container Categories
            • Define Container Types
            • Define Units
        • Manage Material Inventory
          • Define Hazardous Materials
          • Assign Materials to Locations or Equipment Using a Form
          • Assign Material to Rooms Using a Floor Plan
        • Review Material Inventory
          • Retrieve Safety Data Sheet (SDS)
          • Review Archived SDS Records
          • Print SDS
          • Chemical Constituent Inventory
          • Material Inventory
          • Material Inventory Exceptions report
          • Sample Topic
          • SDS Details by Provider
          • SDS and Material Details by Location
          • Chemical Constituent Locations
          • Material Locations List
          • Material Locations Highlights
          • SDS Geographic Drill-Down
      • Waste
        • Waste Summary
          • Waste: Application Overview
        • Entering Background Data
          • Defining Background Data about your Facility
          • Define Application Parameters for Waste Reports
          • Defining your Waste Practices
            • Define Waste Container Categories
            • Define Waste Methods
            • Defining Waste Transporters and Facilities
            • Define Waste Generators by Site
            • Waste Categories, Profiles, and Regulated Codes
            • Define Satellite Accumulation, Storage, and Tank Areas
            • Define Waste Dispositions
            • Defining Units for the Waste Application
        • Tracking Waste at your Site
          • How the Waste Application Tracks Waste
          • Track Waste Generation
          • Track Waste Accumulation
          • Track Waste Storage
          • Track Waste Shipments
          • Track Waste Discharges
          • Tracking Waste Spills
        • Using a Waste Manifest
          • Define Waste Manifest
          • Tracking Waste with a Manifest
          • Completing the Waste Generator for a Manifest and for Waste
          • A Waste Processing Facility Rejects a Waste Shipment
        • Analyzing Waste at your Site
          • Waste Accumulation Reports
          • Waste Storage Reports
          • Waste Disposition Reports
          • Waste Details Reports
          • Waste Manifest Report
          • Management Reports
      • Energy
        • Energy Summary
          • Energy: Application Overview
          • Upgrading to V.23.1
        • Background Data
          • Managing Background Data: Facilities
          • Managing Background Data: Accounting
            • Declining Blocks Cost Structure
            • Time-of-Use (TOU) Rate Structure
            • Define Utility Rates
          • Managing Background Data: Utilities
            • Defining Meters and Linking Them to Vendor Accounts
            • Inputting and Processing Meter Readings
            • Configuring Bill Processing: Checks When Approving or Archiving Bills
            • Setting the Application Parameters for Data Deletion
            • Defining Building Groups for Proration
            • Editing Archived Bills
          • Energy Application On-Ramp: Using the Connectors
            • Energy Application On-Ramp: Loading Bills Using Archibus Connectors
        • Cost Administrator
          • Loading Bills
          • Enter Bills, Line Items and Vendor Accounts, and Send Bills for Approval
          • Enter Bills for a Group of Buildings
        • Accounting Supervisor
          • Accounting Supervisor: Overview
          • Bill Entry / Approval Process
          • Utility Bill Discrepancy Alert
          • Reviewing Discrepancies between Utility Bills and Measured Usage
          • Review and Approve Bills
          • Accounting Supervisor / Energy Manager Reports
        • Energy Manager or Facilities Director
          • Energy Manager / Facilities Director: Reports Overview
            • Utility Analysis Console
            • Utility Metrics Report
            • Cash Flow Report
            • Cost and Usage Report
            • Prorate Utility Bills
            • What-if Scenarios
            • Meter Analytics by Location
            • Meter Analytics Over Time
            • Thematic Energy Map
          • Weather Model Analysis
            • Update Calculations
            • Usage with Weather Model Report
            • Bill Processing Exceptions Report
        • Operations - Contracts Manager
        • The Weather Model
          • How the Energy Application Calculates Balance Points and Degree Days
          • How the Energy Application Determines Baseline Energy Use
          • Energy Application: Error Messages
      • Green Building
        • Green Building Summary
          • Green Building: Application Overview
          • Why Strive for a Green Building?
        • Environmental Certification Scoring
          • Scoring Rating Projects: Overview
          • Enter Background Data
            • Entering Environmental Certification Scoring Standards
            • Define Certification Standards
            • Define Certification Levels
            • Define Credit Categories for Certification Standards
            • Define Credits for Certification Standards
          • Tracking a Rating Project through the Certification Process
            • Defining a Rating Project
            • Self-Scoring your Project against a Certification Standard
            • Associating Financial Data with your Self-Scores
            • Associating Documents with a Rating Project
            • Adding Notes to a Rating Project
            • Calculating your Certification Score and Financial Data
            • Entering Official Scores from a Certification Effort
            • Updating a Rating Project throughout the Certification Process
            • What-If Analysis and Certification Scoring
          • Analyze your Certification Scores
            • Analyzing your Certification Scoring Efforts -- Operational Reports
            • Analyzing your Certification Scoring Efforts -- Management Reports
        • Carbon Footprint
          • Carbon Footprint Overview
            • Carbon Footprint Terminology
          • Enter Background Data
            • Define Building Locations and Geographic Locations
            • Define Equipment and Equipment Standards
          • Managing Carbon Footprint Protocols
            • Calculating Emissions for Stationary Fuel Combustion
            • Adding Energy Grid Information
            • Adding New Energy Grid Versions and Data
            • Adding Fuels
            • Adding Sectors
            • Adding Fuel Density
            • Adding Heat Content Information
            • Adding Carbon Content
            • Adding Oxidation Factors
            • Adding Emission Factors for Methane (CH4) and Nitrous Oxide (N2O)
            • Add Global Warming Potential
            • Adding Mobile Factors
            • Adding Aircraft Factors
            • Adding Refrigeration and Air-Conditioning Emission Factors
            • Adding Solid Waste Emission Factors
            • Add Wastewater Factors
            • Adding Commercial Aircraft Factors
            • Managing Factor Versions
            • Define Measurement Units
            • Importing Factors
          • Tracking Carbon Footprint: Overview
          • Defining Footprint Scenarios
          • Entering Building Footprint Data: Overview
            • Entering Building Footprint Details
          • Entering Data for Direct Emissions: Overview
            • Entering Data for Stationary Fuel Combustion
            • Entering Data for Company-Owned Transportation (Road)
            • Entering Data for Company Owned Transportation (Air)
            • Entering Data for Refrigeration and Air-Conditioning
          • Enter Indirect Emissions - Scope 2
          • Indirect Emissions - Scope 3
          • Enter Indirect Emissions - Scope 4
            • Entering Data for Wastewater
          • Enter Indirect Emissions - Scope 5
            • Entering Data for Solid Wastes
          • Enter Indirect Emissions - Scope 6
            • Entering Data for Employee Transportation (Road)
          • Enter Indirect Emissions - Scope 7
            • Entering Data for Employee Transportation (Rail)
          • Enter Indirect Emissions - Scope 8
            • Entering Data for Employee Transportation (Air)
          • Enter Indirect Emissions - Scope 9
            • Entering Data for Purchased Material
          • Enter Indirect Emissions - Scope 10
            • Entering Data for Contractor-Owned Vehicles
          • Enter Indirect Emissions - Scope 11
            • Entering Data for Outsourced Activities
          • Enter Indirect Emissions - Scope 12
            • Entering Electrical Consumption Data for Off-Site Servers
          • Entering Other Emissions
          • Viewing the Methodology for Emissions Calculations
          • Exporting Energy Star Data
          • Analyzing Carbon Footprint: Overview
            • Summarizing Emission Calculations
            • Footprint Summary, Deleted Building Footprint Summary, and Footprint Summary Chart
            • Footprints by Source Category
            • Footprints by Source Detail Report
            • Footprints by Sites and Buildings Report
            • Footprints Comparison Report
            • Footprints by Year and Footprints by Year Comparison Reports
            • Total Footprint by Year Report
            • Deleted Buildings Footprints by Building
    • Workplace Services
      • Workplace Services Domain
      • Reservations SaaS Module
        • Reservations module (Archibus SaaS)
          • Reservations Module: Typical Workflow
        • Meeting Spaces (Reservations)
          • Methods for Reserving Meeting Spaces and Resources
          • Types of Meeting Space Reservations
          • Private Meetings
          • Capacity when Reserving Meeting Spaces
          • Editing Meeting Space Reservations
          • Integrating Reservations with Other Archibus Applications, Mobile Apps, and Modules
          • Archibus Reservations Plugin for Microsoft Outlook
          • Archibus Reservations Plugin for Microsoft 365
          • Exchange Integration and Meeting Space Reservation Email
            • Working with Email Notifications for Meeting Spaces
            • How Reservations Determines the Email Notifications to Be Sent
          • Using the Archibus Extension for Microsoft Exchange with Reservations
        • Develop Background Data and Configure the Module
          • Set up the Reservations Module
          • Develop Background Validating Data for Reservations
        • Reserve Meeting Spaces
          • 4314 Reservations Calendar Console
          • Explore the Reservations Calendar Console
          • The My Reservations Tab
          • Search for Rooms or Existing Reservations
          • Scheduler View
          • Attendee Schedules and Meeting Space Reservations
          • Create a One-Time Reservation for a Meeting Room and Optionally Resources
          • Creating Reservations for Conference Calls
          • Create a Resource-Only Reservation
          • Create Recurring Reservations for Meeting Rooms and Resources
          • Using the Timeline for Resource-only Reservations
          • Create a Room Reservation by Copying
        • Edit and Cancel Reservations - Meeting Space
          • Edit a One-time Reservation
          • Editing Recurring Reservations
          • Editing Reservations for Conference Calls
          • Edit or Cancel Resource-Only Reservations
          • Canceling Room Reservations
          • Canceling Multiple Reservations at Once
          • Resolve Conflicts
          • Join a Zoom or Teams Meeting
        • Edit and Cancel Reservations - Working Spaces
          • Editing Bookings
      • Service Desk
        • Service Desk Summary
          • Service Desk: Application Overview
          • Service Desk Reports
        • Concepts
          • Understanding Request Types
          • Understanding Service Level Agreements (SLAs)
          • Comparing the Service Desk and Maintenance Applications
        • Manage Background Data
        • Client (Requestor)
          • Entering a Service Request
          • Request Service Using Workplace
          • Viewing Service Requests
          • Manage Un-Submitted Service Requests
          • Verifying that a Request was Completed
          • Recording your Satisfaction for a Request
          • Create Redlines by Location
        • Service Provider Overview
          • Accepting and Declining Service Requests
          • Issuing and Completing Service Requests
          • Canceling or Stopping Service Requests
          • Review Service History
          • Service Console Overview
          • Open the Service Console
          • Find Service Requests
          • Select Service Requests to View and Process
          • Control Columns on the Service Console
          • View Service Request Locations on a Floor Plan or Map
          • Manage Reservations (Meeting Space Requests)
          • Manage Workspace Requests
          • Reservation and Workspace Booking Reports
          • Move Requests
          • Manage Moves
          • Review and Edit Individual Moves
          • Review and Edit Group Moves
          • Managing Maintenance Requests
          • Understanding Requests for Maintenance Work
          • Review Maintenance Requests and Add Details
        • Business Manager
          • Approving, Rejecting, Forwarding, or Editing a Service Request
          • Reviewing Service Requests
        • Service Desk Manager Overview
          • Create Service Catalog
          • Manage Request Types
          • Defining a Questionnaire for a Request Type
          • Starting a New SLA or Editing an Existing SLA
          • Setting Basic SLA Parameters
          • Setting Priority Levels for an SLA
          • Setting Response Procedures for an SLA
          • Including an Edit and Approve Step for a Service Request's Requested Status
          • Including Approvals for a Service Request Status
          • Including Notifications for a Service Request Status
          • Including an Acceptance Step for Approved Service Requests
          • Including a Satisfaction Survey on Completed Service Requests
          • Including a Verification for Completed Service Requests
          • Determine Ordering Sequence of SLA
          • Search & Manage Service Requests
          • Closing and Archiving Service Requests
          • Schedule Substitutes
          • Example 1: Set Up a Simple SLA
          • Example 2: Set Up an SLA that Requires Financial Approval
          • Example 3: Set Up an SLA that Handles Emergency Situations
        • Define and Edit Service Contracts
          • Create a Service Level Agreement
          • Service Desk Analysis Reports
        • System Integrator
          • Understanding Service Desk Steps
            • Manage Service Desk Steps
            • Service Desk Steps Example 1
            • Service Desk Steps Example 2
          • Understanding Service Desk Roles
            • Using AFM or Service Desk Roles to Perform Optional Steps for SLAs
            • Manage Service Desk Roles
            • Service Desk Role Helper: Overview
            • Service Desk Role Helper: Methods for Defining a Service Desk Role
            • Using the Define EZ Roles View
            • Service Desk Role Helper: Test the Role
          • Control Behavior of Service Requests and Work Requests (Application Parameters)
          • Maintenance and Service Desk Workflow Rules
          • Configuring Email Messages
      • Meeting Room Reservations
        • Reservations
          • Reservations: Application Overview
        • Concepts
          • Methods for Reserving Meeting Spaces and Resources
          • Types of Meeting Space Reservations
          • Capacity when Reserving Meeting Spaces (Concept)
          • Private Meetings
          • Editing Meeting Space Reservations (Concept)
          • Integrating Reservations with Other Archibus Applications, Mobile Apps, and Modules
          • Archibus Reservations Plugin for Microsoft Outlook
          • Using the Archibus Extension for Microsoft Exchange with Reservations
          • Exchange Integration and Meeting Space Reservation Email
          • Working with Email Notifications for Meeting Spaces
          • How Reservations Determines the Email Notifications to Be Sent (Archibus Extension for Microsoft Exchange)
        • Define Validating Background Data
          • Defining Trades
          • Entering Vendors
          • Defining Reservable Rooms and Room Configurations
          • Defining Room Arrangement Types
          • Defining Room Arrangements
          • Defining Fixed Resources
        • Setting Up the Reservations Application
          • Configuring Parameters for Meeting Space Reservations and the Reservations Plugin for Microsoft Outlook
          • Configuring the Location Filters for the Archibus Reservations Plugin for Microsoft Outlook
          • Setting Up Email Notifications
          • Setting the Path for the Link to Meeting Space Details in Email Notifications
          • Users and the Reservations Application
          • Roles, Security Groups, and Variables for Meeting Space Reservations
        • Reservations Calendar Console
          • Explore the Reservations Calendar Console
          • The My Reservations Tab
          • Search for Rooms or Existing Reservations
          • Scheduler View
          • Attendee Schedules and Meeting Space Reservations
        • Create Reservations
          • Create a One-Time Reservation for a Meeting Room and Optionally Resources
          • Create Recurring Reservations for Meeting Rooms and Resources
          • Creating Reservations for Conference Calls
          • Create a Room Reservation by Copying
          • Create a Resource-Only Reservation
          • Using the Timeline for Resource-only Reservations
        • Edit and Cancel Reservations
          • Edit a One-time Reservation for Rooms and Resources
          • Editing Recurring Reservations
          • Editing Reservations for Conference Calls
          • Canceling Room Reservations
          • Canceling Multiple Reservations at Once (Reservation Managers)
          • Edit or Cancel Resource-Only Reservations
          • Resolve Conflicts
          • Approve or Reject Reservations
          • Verifying Room Reservations (Checking in to Reserved Meeting Space)
        • Meeting Space Reservation Reports
          • Review Current Work by Trade
      • Hoteling
        • Hoteling
          • Hoteling: Application Overview
        • Concepts
          • Uses of Hoteling (Booking Working Spaces)
          • How the Hoteling Features Search for Available Seats
          • How Bookings are Created
          • Back to Work: Implement Hoteling with Automated Room Cleaning
          • Types of Resources (Concept)
        • Setting Up Hoteling (Background Data process)
          • Defining Rooms Available for Hoteling
          • Define Parameters for Workspace Bookings (Hoteling)
          • Defining Approving Managers for Departments
          • Associating Allowable Room Standards and Employee Standards
          • Assigning User Roles to Hoteling Security Groups
          • Developing the Organizational Hierarchy
          • Defining Locations (Sites, Buildings, Floors, Rooms)
          • Define Room Standards
          • Define Room Categories and Room Types
          • Defining Employee Standards
          • Defining Visitors
          • Defining Resource Standards
          • Defining General Resources
          • Define Amenities for Hotelable Rooms
        • Booking a Desk with the Create Bookings Task
          • Step 1: Searching for a Seat to Book
          • Step 2: Booking a Seat
          • Step 3: Reviewing the Bookings
          • Step 4: Checking in (Confirming) a Booking
          • Reviewing Bookings
          • Canceling Bookings
          • Approve Bookings
          • Servicing Bookings
        • Chargeback and Reports
          • Hoteling Operational Reports
          • Workplace Utilization Report
          • Working Space (Hoteling) Management Reports
            • Over-allocated and Under-allocated Rooms
            • Charging Departments for their Booked Seats
            • Hoteling Utilization Reports
            • Hoteling Savings Reports
    • Technologies
      • Technologies Domain: Overview
      • Integrating with Clockworks Analytics
        • Getting Started with BMS Integration
        • BMS Integration: Deployment Procedure
        • Configure BMS Analysis
        • Equipment Diagnostic History Report
        • Using the Maintenance Console with BMS Integration
      • Integrating with Vergesense IoT Occupancy Sensors
        • IoT Utilization Report
    • Field Reference
      • Field Reference Overview
        • Buildings Table: Field Reference
        • Equipment Table: Field Reference
        • Equipment Standards Table: Field Reference
        • Properties Table: Field Reference
        • Tagged Furniture Table: Field Reference
        • Definitions for the Asset Status Field Values
  • Administration
    • System Domain: Overview
    • Archibus SaaS Administration
      • SaaS Administrator
      • SaaS System Administrator: Overview
        • Archibus SaaS: User and Security Tasks
        • SaaS Partner Administrator Process
        • Archibus SaaS: CAD and BIM Tasks
        • Archibus SaaS: Mobile Tasks
    • Archibus Administrator - User and Security
      • Archibus Administrator - Users and Security Overview
      • Security Groups and Roles
        • Establishing a Privacy Policy
        • Define Security Groups
        • User Roles
        • Assign Security Groups to Roles
        • Assign Processes to Roles or Users
      • User Management
        • Users, Employees, and Emails
        • Define Employees
        • Entering Users (Add or Edit Users task)
        • Flush Cached User Accounts and Roles
        • Synchronizing Users and Employees
        • Email Notifications for Archibus Applications and Modules
        • Archibus Administrator - Application Configuration
      • Utilities
        • Configuring Application Behavior with Parameters
        • Editing the Shortcuts List
        • Upload your Company Logo
        • Enable or Disable Workspace Transactions
        • Notification Logs
        • Merge Primary Key
        • Preload All Views
      • Multi-currency and Multi-units (Enhanced Global Feature Set)
        • Setting Up the Archibus Enhanced Global Feature Set
        • Enabling and Disabling the Archibus Enhanced Global Feature Set
        • Defining Currencies and their Exchange Rates
        • Defining Exchange Rates
        • Defining VAT Percent Values
        • Updating Converted Amounts
        • Apply Multicurrency Updates to Legacy Data
        • Converting New Cost Transactions to the Budget Currency
        • Enabling Multiple Units for Area Fields
    • System Administrator
      • System Administrator: Overview
    • CAD and BIM Manager
      • CAD and BIM Manager Overview
        • BIM
          • Connect BIM Viewer to Autodesk
          • Catalog BIM Models: Overview
          • Catalog Locations in BIM Models
          • Catalog Assets in BIM Models
          • Catalog Rooms in BIM Models
        • Set Asset Text Visibility and Height
        • Configure Application Parameters for CAD and BIM Publishing to SVG
        • Managing the Document Management for Drawings Feature
        • Converting Drawings between Metric and Imperial Projects
    • Mobile Apps Manager
      • Mobile Apps Manager: Overview
        • Configure Application Parameters for Mobile
        • Setting the List of Plan Types for the Mobile Apps (Manage Plan Types task)
        • Edit SVG Drawing Publishing Rules
        • Manage Space Surveys (for Space Book mobile app)
        • Manage Asset & Equipment Surveys
        • Controlling the Display of the Requests portion of the Workplace Services Portal Menu (Manage Activity Types task)
        • Controlling the Display of the Information Portion of the Workplace Services Portal Menu (Manage Menu Items task)
        • Managing Pending Mobile Occupancy Surveys
        • View Mobile Log
    • Add-In Manager
      • Add-in Manager: Overview
      • Report Central: Overview
        • Explore Reports Central
        • Report Creator
          • Add a Table to the Report and Set its Sort Order
          • Specify the Report's Fields
          • Filter the Report's Data
          • Calculate Data in the Grid
          • Add a Chart to the Report
          • Save your Report and Add a Title
          • Publish a Report to Make it Available to Others
        • Report Consumer
          • Report Consumer: Access Assigned Reports
          • Report Consumer: Save a Copy of a Report for Editing
        • Report Creators and Consumers
          • Access Saved and Published Reports
          • Manage Reports
          • Export the Grid or the Chart
      • 3654 Create and Change Views with the View Definition Wizard
        • Creating and Changing Views with the View Definition Wizard (Overview)
        • Report-only View Definition Wizard
        • View Definition Wizard Basics
        • Defining New Views
        • Setting View Characteristics
        • About Adding Virtual Fields Using the View Definition Wizard
        • Re-Creating Windows Views and 1.0 Views in 2.0 Format
        • Converting Newer 1.0 Views to 2.0 Format
        • View Analysis-Style Views
          • Setting Options for View Analysis-Style Views
          • Defining Chart Options for View Analysis-Style Views
          • Chart Examples
        • Paginated Report Views
          • Setting Options for Paginated Reports
          • Setting Options for Paginated Reports without Drawings
          • Setting Options for Paginated Reports with Drawings
          • Highlighted Drawing (Concept)
          • Thematically Highlighted Drawing (Concept)
      • Managing Workflow Rules
        • Activating Workflow Rules
        • Create and Edit Message Workflow Rules
        • Create and Edit Scheduled Workflow Rules
      • 3678 Configure Views (Define and Promote Fields)
        • View Configuration: Overview
        • Make a Stock Field Available to Views (Promote the Field)
        • Define a New Field
        • Modify a User-defined Field
    • GIS Manager
      • Archibus Geospatial Extensions for Esri
  • Smart Client
    • Archibus Smart Client Overview
    • Getting Started: Overview
      • Signing In to a Project
      • User Preferences
        • Setting Sign-In Preferences
        • Setting Drawing Preferences
        • Viewing Log Files
      • Touring the Smart Client Workspace
      • Ribbon Commands
      • Working with the Explorer Pane
      • Using the Navigator
      • Loading Tasks (Views) from the Navigator
      • Working with Favorite Views
      • Outputting Views to Word (Paginated Reports)
      • Launching Web Central
    • Working with Data in Grid Views: Basic Skills
      • Select Items in a Grid View
      • Move around the Grid View
      • Searching for Records in a Grid Using the Filter Row
      • Reorder and Hiding Columns in Grid Views
      • View or Edit One Record at a Time (Edit by Column command)
      • Working with Parent-Child Grid Views
      • Create and Edit Database Records
        • Identify Records
        • Add New Records
        • Edit Data and Saving Changes
        • Edit Validated Data in Grid Views
        • Delete Records
        • Defining Highlight Patterns
    • Customizing Grid Views: Overview
      • Select the Fields to Display
      • Sorting Data by Column Header
      • Filtering by Records Having a Selected Value
      • Restricting Grid Views Using the Filter Icon Menu
      • Creating Complex Filters
      • Clearing View and Filter Restrictions
      • Refreshing the Display of Data
      • Saving Grid Views
    • Create new Views
      • Access Any Database Table by Creating a New Grid View
      • Load Grid Views you Recently Created
      • Overwrite a Default Grid View
      • Create Analysis Views
    • Bulk Edit Data
    • Exporting and Importing Data
      • Exporting Data to Excel
      • Data Transfer Overview
      • Exporting Data with Data Transfer
      • Importing Data (Data Transfer)
      • Importing and Exporting Document Fields (Data Transfer)
      • Importing and Exporting Images (Data Transfer)
      • Special Considerations when Working with CSV Files in Excel
      • Generating Comparison Reports (Data Transfer)
    • Comparing and Analyzing Data
      • Comparing Data
      • Reviewing the Data in a Table
      • Filter to Drawing Command
      • Filter in Drawing Command
      • Clearing and Retaining Highlights Set Using the Filter in Drawing Command
      • Retaining and Restoring Highlights Set in the Extension for AutoCAD
    • Managing CAD Drawings
      • Selecting the Default Drawing Program
      • Enabling and Disabling Archibus Features for CAD Programs
      • Managing the Document Management for Drawings Feature
      • Converting Drawings between Metric and Imperial Projects
      • Setting Asset Text Visibility and Order from Smart Client
      • Publish Drawings as Enterprise Rules
        • Control how Enterprise Graphics are Published (Preferences form)
        • Edit Drawing Publishing Rules
        • Publish CAD Drawings and BIM Models as Enterprise Graphics
    • Optimize the Loading of Validating Data: Getting Started
      • Caching of Validated Data: Implementation Details
  • CAD and BIM
    • CAD and BIM Overview
    • Concepts
      • The Smart Client Extensions and the Database
      • CAD and BIM in Archibus SaaS Deployments
    • Smart Client Extension for Revit: Overview
      • Roles and Required Skills
      • BIM Execution Plan
        • Archibus Best Practices for BIM Execution Plans
        • BIM Execution Plan: Commissioning
        • BIM Execution Plan: Space
        • BIM Execution Plan: Maintenance
        • Live Business Processes and COBIE
        • As-Built and Lifecycle BIM Models
      • Getting Started Using the Archibus Extension for Revit
        • Setting Your Drawing Environment
        • Archibus Tab of the Revit Ribbon
        • Enabling the Archibus Commands and Adding a Revit Model to the Archibus Database
        • Selecting Multiple Revit Elements
      • BIM Explorer: Overview
        • Open the BIM Explorer
        • Select the Types of Information to Display in BIM Explorer
        • Select Models to View
        • Select Levels, Views, and Assets
        • Group Model Data
        • View Details Pane
        • Set Options in Display Tab
        • Organize Data in BIM Explorer
        • Navigate and Browse the Revit Model
        • Search in BIM Explorer
        • Tree View Operations
        • BIM Explorer Reference
      • BIM Modeler Tasks
        • BIM Modeler Tasks: Overview
        • Linking Architectural Models into MEP Models
        • Creating a Room Inventory - Overview
          • Using Existing Room Elements for Room Inventory
          • Using your Enterprise Graphics from Revit on the Web
          • Completing Room Data Using the Smart Client Grid
          • Creating Internal Gross Areas - Process Overview
        • Increasing the Accuracy of Your Room Inventories
          • Drawing Room Areas Accurately
          • Modeling Workstations and “Rooms within Rooms”
          • Using Area Elements to Model Rooms - Process Overview
        • Processes for Chargeback and Area Definition
          • Preparing Revit Model Areas for Chargeback to Internal Entities
          • Create a Gross Building Area Plan and Area Boundaries (Internal Chargeback)
        • Preparing Revit Model Areas for Chargeback to External Entities
          • Create an Internal Gross Building Area Plan and Area Boundaries (External Chargeback)
          • Preparing a Room Inventory for Chargeback
          • Creating a Space Chargeback Based on Revit Areas
        • Preparing Suite Inventories
          • Using Area Elements to Model Suites - Process Overview
          • Preparing Suite Area Plans and a Suite Inventory
          • Creating Chargeback Based on Revit Suite Areas
          • Using Equipment Elements for Equipment Inventory
        • Other Skills
          • Creating Thematic Highlights in Revit
          • Disabling and Enabling Archibus Dynamic Updates
          • Renaming your Revit Model
          • Adding Additional BIM Parameter Data to Archibus
          • Getting Additional BIM Parameter Data into Archibus Validated Fields
      • BIM Manager Tasks
        • BIM Manager Tasks: Overview
        • Set Asset Text Visibility in Revit
        • How to Model
          • Preparing a Revit Model for Facilities Management
          • Creating a View of a Shared Central Model for Lifecycle Management
          • Creating a Facility-Record Model for Lifecycle Management
          • Standards for Area Accuracy
        • Integrating Revit Model and Enterprise Data
          • Adding a New Revit Parameter Mapping
          • Distributing a Shared-Parameters File for Offline Editing
          • Adding a New Family Mapping
          • Adding a New Asset Type
        • Publishing and Exporting
          • Check the Model Before Publishing (Archibus Model Checker)
          • Publishing Enterprise Graphics from Revit
          • Exporting to DWG Format
      • Revit Commands
        • Revit Commands: Overview
          • Finding Assets
          • Working with Asset Commands
          • Set Model-Level Properties Command
          • The Catalog Command
          • Uncatalog Command
          • Infer Command
          • Number Command
          • Populate Command
          • Publish 2D Enterprise Graphics
          • Publish 3D
          • Publish Parameters
          • Save Shared Parameters Action
          • Web Query Command
          • Add-ins Command
        • Mapping and Synchronization
          • Disable/Enable Dynamic Updates Commands
          • Resolving Synchronization Issues
          • Map Database Fields Command
          • Map Asset Standards to Family Symbols
          • Clear Archibus Data from Model
          • Update CAD on Grid Changes
    • Smart Client Extension for AutoCAD
      • Getting Started with the Smart Client Extension for AutoCAD
        • Exploring the Archibus Smart Client Extension for AutoCAD
        • Signing In to a Project
        • The Navigator in CAD
        • Drawing Tasks on the Navigator in Smart Client
        • Working with the Drawing List
        • Organizing Drawing Data with Drawing Layers
        • Setting Drawing Layers
        • Working with Drawing Layers
      • Publishing CAD Drawings and BIM Models as Enterprise Graphics
        • Publishing Drawings with Leader Lines
        • Controlling How Enterprise Graphics are Published (Preferences form)
        • Configure Application Parameters for CAD and BIM Publishing to SVG
        • Batch Publishing Enterprise Graphics (AFM_BATCHPUBLISH)
      • Reviewing Basic AutoCAD Skills
        • Drawing Command Basics
        • Controlling Point Selections
        • Focus the Drawing by Zooming
        • Focus the Drawing by Panning
        • Selecting Items in Drawings
        • Grip Editing
        • Deleting Drawing Items
        • Undoing Drawing Edits
      • Creating CAFM Drawings
        • Bringing Floor Plan Drawings into Archibus Projects
        • Converting Drawings between Metric and Imperial Projects
        • Creating New Floor Plan Drawings
        • Drawing Boundaries Accurately
        • Adding Areas with Rectangles and Polylines
        • Sizing Areas with Grip Editing
        • Checking Drawings In and Out of the Document Management for Drawings System
        • Special Situations with Document Management for Drawings
      • Block Drawings: Overview
        • What is a Block?
        • Adding Blocks to Floor Plan Drawings
        • Sources of Blocks
        • Creating Full Scale Blocks
      • Asset Symbols: Overview
        • Working with Asset Symbols
          • How Asset Symbols and Records Are Linked
          • Selecting Asset Symbols
          • Checking Database Values for Asset Symbols
          • Working with Asset Text
          • Editing Asset Properties from the Drawing
          • Resizing Area Asset Symbols
          • Moving Asset Symbols
          • Deleting Asset Symbols
        • Creating Assets: Overview
          • Understanding Asset Layer Series
          • Creating New Asset Symbols: Room Example
          • Asset Symbol Creation: What Happens in the Drawing
          • Creating New Asset Symbols: Equipment Example
          • Asset Symbol Creation: What Happens in the Database
          • Using Default Space Hierarchy Values
          • Creating New Asset Symbols by Copying
          • Creating Asset Symbols by Asset Inserting
          • Adding Intelligence to Drawings: Which Method to Use?
          • Overview: Basic Procedure for Creating Asset Symbols
        • Synchronizing Data
          • Update CAD on Grid Changes Preference
        • 187 Advanced Concepts
          • The Archibus Drawing Environment and Views
          • Creating Asset Symbols by Populating
          • How to Complete Standards Tables for Use with Asset Symbols
          • Preparing Floor Plans for Serraview-Archibus Integration
      • Command Reference
        • Commands Not on Menus
        • Drawing Commands
          • New Archibus Drawing command
          • Open Archibus Drawing command
        • Highlight by Owner Commands
        • QueryText Commands
          • Query Text
          • Create Occupancy Plan Command
        • Asset Commands Overview
          • Set Asset Layer command
          • Edit Data command
          • Edit Data Multiple command
          • Number Command
          • Catalog command
          • Uncatalog command
        • Asset Graphic Commands Overview
          • Insert Asset command
          • Attach to Record command
          • Restrict Grid Command
          • Working with Asset Text
          • Clear Highlights command
          • Restore Highlights
        • Synchronization Commands
          • Publish Enterprise Graphics Command
          • Catalog Layer command
          • Reconcile Command
          • Asset Properties command
          • Remove Asset Properties
          • Layout Scenarios command
        • Commands on the Utilities Tab
          • Tools Commands: Overview
          • Graphic Commands Overview
          • Auto-Detect Boundaries Command
          • Remove Orphan Asset Text command
        • Macro Commands
          • Converting Vertical and Service Areas to Room Areas
          • Highlight Command (Macro)
          • Infer Command (Macro)
          • Populate Command (Macro)
          • Set Asset Layer (Text): Macro command
        • Grid Commands
          • Filter to Drawing Command
          • Filter in Drawing Command
  • Archibus System Help
    • System Management
      • System Management Overview
        • Acknowledgments
    • Installation
      • Installation Overview
        • System Requirements for Archibus
        • Compatibility Matrix: Web Central and Smart Client
        • Archibus Support Policy
        • Archibus Product Architecture
        • Types of Archibus Deployments
        • Tiered-Server Concepts
        • Installation Procedure
        • About Server Sizing Specifications
        • Installing the Archibus Help Systems Locally
        • Microsoft Office Support Libraries
      • Configure Archibus Web Central
        • Configuring Email
        • The Login URL (Archibus Web Central)
        • Configuring Firewall
        • Java Memory Management
        • Manually Expanding Archibus Web Central Files
        • Performance Tuning for Archibus
        • Preloading all Navigator views
        • Configuring the Web Central Search Directories
        • Enabling Custom Scroll Bars
        • Enabling Gzip Compression
        • Enabling Languages and Locales
      • Web Application Server Details
        • Install Archibus Web Central with Apache Tomcat
        • Troubleshooting the Apache Tomcat Installation
        • Installing Archibus Web Central with Linux or Unix
        • Deployment for Internet Information Server (IIS)
        • To Set Up a Clustered Set of Application Servers
        • Named-User Licensing
        • Configure for Enterprise Drawings in a Virtual Directory
      • Database Server Details
        • Installing or Upgrading your Project Database
        • The afm-projects.xml Project File
        • Adding a New Project
        • Configuring Project Preferences
        • Configure Project Database Connections
        • Using JNDI Data Sources in Web Central
        • Configure Web Central for SSL/TLS JDBC Connections
        • Connecting Archibus to Your Database: Other Considerations
        • Installing Archibus with Oracle
        • Before You Begin Installing Archibus with Oracle
        • Setting Up the Database Server Computer (Oracle)
        • Troubleshooting an Oracle Installation
        • Installing Archibus with Microsoft SQL Server
        • Install Microsoft SQL Server
        • Start your Project Databases (Microsoft SQL Server)
        • Troubleshooting your Installation (Microsoft SQL Server)
      • OnSite
        • OnSite: Deployment Overview
          • OnSite System Architecture
          • Types of OnSite Deployments
          • Deploying OnSite in a SaaS Environment
          • Deploying OnSite in a Non-SaaS Environment
          • OnSite V6: Compatibility for Non-SaaS Deployment
          • Set Up OnSite Users
        • Okta, Azure, and Apollo Details
          • Configure the Identity Provider (IdP): Okta
          • Configure the Identity Provider (IdP): Microsoft Azure
          • Configure Web Central to Use the Okta Identity Provider
          • Configure Web Central to Use the Azure Identity Provider
          • Apollo Details
      • Archibus Mobile Applications
        • Distributing Client Certificates to iOS Mobile Devices
      • Reservations Deployment Options: Overview
        • Deployment Options for the Reservations Application
      • Reservations Plugin for Microsoft Outlook: Installation
        • How to Form the Command Line
        • Layout of the room-reservation.install.properties File
        • Reservations Plugin for Microsoft Outlook: Configuration
      • Reservations Plugin for Microsoft 365: Installation
        • Outlook Web Add-in Deployment Overview
        • Integrate Outlook Web Add-in with Azure AD for SSO
        • Deploy Outlook Web Add-in on Apache
        • Install Outlook Web Add-in for End Users
      • Archibus Extension for Microsoft Exchange
        • Set Up OAuth2 Authentication for Archibus Extension for Microsoft Exchange
        • Set Up OAuth2 for Reservations and Maintenance
        • Configure the Archibus Extension for Microsoft Exchange for Use with OAuth2
        • Configure the Archibus Extension for Microsoft Exchange for Use with Reservations
        • Configure the Archibus Extension for Microsoft Exchange for Use with Maintenance
        • Configure the Exchange Extension for Use with the Archibus Reservations Plugin for Microsoft Outlook
        • Exchange: Create Room Mailboxes
        • Exchange: Monitoring Room Mailboxes
        • Using Exchange Impersonation
        • Avoiding Impersonation of User Accounts
        • Summary of Room Mailbox and Impersonation Combinations
      • Archibus + Proxyclick Integration
    • Archibus Administrator
      • Licensing
        • Administrative Details
          • Assign All Security Roles an Application-Style License
          • Assign CAD or BIM Licenses to Users
          • Using a Single License File for Clustered Servers
          • Using a Later Revision as a Patch Release
        • Deployment and Licensing Levels
          • Session Management
          • Demonstration User Accounts and Licensing in the HQ Project
          • Licensing for Add-In Applications
          • License Usage for the Outlook Plugin and the Exchange Listener for the Reservations Application
      • Essential Application Security
        • Introducing Archibus Application Security
          • Archibus Administrator: User and Security Process
          • Getting Started with Roles, Users, and Processes
          • How to Add a New Security Group
          • How to Add a New User
          • Example: How to Prevent a User from Seeing Finance Data
          • Working with User Roles
          • Controlling Background Data Tasks
          • View-Level Security
      • Advanced Application Security
        • Security Overview
          • Hierarchical Security
        • Application-Level Virtual Private Archibus
          • Default Site and Building Code VPA Restrictions in the Archibus Users Table
          • How to Enter a VPA Restriction for a Field
          • How to Enter an SQL-Type VPA Restriction for a Validated Table
          • How to Enter an SQL-Type VPA Restriction on a Table
          • How to Set Up a VPA by Building in the Archibus Users Table
          • How to Set Up a VPA by Site in the Archibus Users Table
          • VPA Restrictions Entered in the Archibus Roles Table
        • VPA Groups: Overview
          • Establishing VPA Groups
          • Assigning VPA Groups Using Mapping Tables Documentation
          • Considerations for Group VPAs
        • VPA Groups: Use Cases
          • VPA Groups Use Case: Building Code List - Assigning VPA Groups to Roles
          • Assign VPA Groups to Users
          • VPA Groups Use Case: Legal IDs (Explicit Query, Role-specific VPA)
          • VPA Groups Use Case: Bridge Tables (Sites example)
          • VPA Groups Use Case: Bridge Tables (Service Contracts example)
          • VPA Use Case: Unpacking Dependencies
          • VPA Use Case: Using a Hard Partition
          • VPA Use Case: Using a Message Workflow Rule (Recalculating Space Chargeback)
        • Navigator Overview
          • Editing the Entries on the Navigator
      • Creating Home Pages
        • Home Pages: Introduction
          • Home Page Descriptors
          • Best Practices for Designing Home Pages
          • Transfer a Home Page to Another Project
          • Schema Elements to Support Home Pages
          • Localizing Home Pages
          • Creating Home Pages: Troubleshooting
        • Home Page Editor: Overview
          • Access the Home Page Editor
          • Manage Home Pages and Processes
          • Create a New Home Page
          • Copy and Modify an Existing Home Page
          • Create and Edit Rows
          • Create and Edit Panels
          • Adding Application-Specific Options to a Panel
          • Process Panels (Panels Holding Tasks)
          • Create a New Process
          • Publish and View Home Pages
        • Creating Home Pages with a Text Editor: Overview
          • Define a Home Page
          • Create a Home Page Descriptor
          • Basic Structure of a Home Page Descriptor
          • Process Panels (Panels Holding Tasks)
          • Home Pages: Horizontal Bar Chart Panel
          • Process Metric Scorecard Panel
          • Home Pages: Metric Values Chart Panel
          • Home Pages: Metric Alerts Scorecard Panel
          • Map Panels
        • Make Home Pages Available to Users
          • Assigning Home Pages to Roles
          • Publishing Home Pages
        • Creating Management Home Pages for Tablets
          • Best Practices for Managing Home Pages for Tablets
          • Assigning Tablet Home Pages to Users
      • Configure the Presentation of Data
        • Change Field Titles
        • Change Table Titles
        • Change the Color of a Layer
        • Customize the Appearance of View Analysis XML Output Files
      • Configuring Workflow Rules
        • The N-Tier Application Model and Workflow Rules
        • Administering Workflow Rules
        • Controlling Workflow Rule Access with Hierarchical Security
        • Set Up Data Change Event Logging
      • Performance Metrics Framework: Overview
        • Performance Metrics Framework - Types of Metrics
        • The Archibus Performance Metrics Framework
        • How to Define a Tracking Metric
        • How to Remove Obsolete Metric Trend Values
        • Naming Convention for Metrics and Metric Recurrence
        • How to Define a Scorecard
        • How to Define a Metric on an Inventory Table
        • How to Define a Count Metric (Alert)
        • How to Define a Metric on a Transaction Table
        • How to Define a Metric on a Transaction Date Range
        • How to Calculate Metric Values for Past Transactions
        • How to Define a Ratio Metric
        • How to Define a Metric Relating Two Tables
        • How to Define a Metric that Uses a Workflow Rule
        • How to Import Metric Trend Values from External Systems
        • Using Virtual Private Archibus (VPA) with Metric Trend Values
        • Defining Metrics on MS SQL Server
        • Metrics Granularities
          • How to Add Granularities to a Metric Definition
          • How to Assign a Drill-Down View for a Granularity
        • Email Notifications for Metrics
          • Developing Email Notifications for Metrics
          • Managing Notifications Templates for Metrics
          • Viewing Notification Logs for Metrics
        • Reference
          • Archibus Metric Trend Values table (afm_metric_trend_values)
          • Metrics Notifications (afm_metric_notify)
          • Metric and Scorecard Tables
      • Administering Document Management
        • Archibus Documents table
        • Archibus Document Versions table
        • How to Archive Old Revisions of Documents
        • How to Retrieve Archived Documents
        • Configuring Document Management
      • Integrating GDPR (General Data Protection Regulation) and Archibus
        • What is GDPR (General Data Protection Regulation)?
        • GDPR-Related Fields in the Archibus Schema
        • Search, Correct, and Delete GDPR Data Using Archibus Application Views
        • Search, Export, Correct, and Delete Personal Data Using the GDPR Search Personal Information View
        • Remove GDPR Data with a Scheduled Workflow Rule
        • Set GDPR Retention Periods for Automatic Anonymization
        • Process GDPR Updates and Deletions from External Systems and Feeds with Connectors
    • Archibus SaaS Administrator
      • Sample Users
      • Setting up the Guest Account for Archibus Workplace
    • GIS Manager
      • GIS Manager Overview
        • Workflow
        • Configure the Archibus Geospatial Extensions for Esri
        • Configure ArcGIS Server for the Archibus Extensions for Esri
        • Configure Web Central for the Archibus Extensions for Esri
        • Georeference Floor Plans with the Archibus Smart Client Extensions
        • Publish Floor Plans to ArcGIS with the Smart Client Extensions
        • Consume Floor Plans from ArcGIS in Web Central Map Views or ArcGIS Applications
    • CAD and BIM Manager
      • CAD Manager Overview
        • Set Asset Text Visibility and Height
        • Modify Published Enterprise Graphics for Self-Service Users
        • Administering Document Management for Drawings
          • Configuring Document Management for Drawings
          • Document Management for Drawings: Overview
          • Enabling Document Management for Drawings
      • BIM Manager Overview
        • Adding a New Revit Parameter Mapping
        • Adding a New Family Mapping
        • Adding a New Asset Type
        • Set Asset Text Visibility in Revit
        • Map BIM Parameters to Fields
      • BIM Add-In Manager
        • ARCHIBUS Asset Types Table (afm_atyp) and the Extension for Revit
        • Archibus BIM Categories Table (afm_bim_categories)
        • Archibus BIM Families Table (afm_bim_families)
        • Archibus BIM Parameters Table (afm_bim_params)
      • Deploy Forge Viewer (BIM Viewer)
        • Per-User Authentication
        • Single Autodesk Account with Archibus Forge Client ID
        • Use the Archibus Autodesk Forge Repository
    • System Administrator
      • Securing Web Central for Production Deployment
      • User Event Logging
      • Unused Web Central Services to Disable
      • Encrypt Passwords in Configuration Files
      • Configuring Authentication
        • Overview of Authentication in Archibus Web Central
        • Configure the Authentication Use Cases
          • Configure the Archibus Authentication Use Case
          • Password Encoding Overview
            • Change Password Form
            • Configure self-service "I forgot my password"
            • How to Change Password Encryption
            • Other Encryption Considerations
            • Password Control
            • Password Encoder
            • Password Pattern
            • Using the Reissue Passwords Wizard
          • Configuring Single Sign-On Authentication
          • Authentication with SAML
          • Configuring Single Sign-on with SAML
          • Configuring the LDAP Authentication Use Case
          • Configure Apache Http Server as a Reverse Proxy to Archibus Web Central
          • Configuring Smart Client to Work with HTTPS/TLS
          • Using the Archibus Smart Client Program with a Proxy Server
          • Using the Archibus Smart Client Program with a Reverse Proxy Server
          • Configuring Smart Client for Windows Authentication
          • Troubleshooting Archibus Smart Client authentication
        • Authentication cases
          • Typical Authentication Process
          • Authentication Use Case: Archibus Authentication
          • Configuring Smart Client for Certificate Authentication
          • Authentication Use Case: Single Sign-On (SSO)
          • Authentication Use Case: LDAP
          • Multiple Authentication Types Required
      • Upgrade to new Archibus versions
        • Archibus Package and Deploy Wizard Overview
          • Running the Package and Deploy Wizard for Enterprise Deployments
          • Migrating Changes from Staging to Production
          • Using the Deployment Packager actions for enterprise
            • Upgrading Enterprise Deployments Using the Deployment Packager Actions
            • Upgrading only specific Web Central applications
            • Upgrading only specific Web Central domains
          • Application and Workflow Rule Guidelines
          • Migrating Nonstandard Configuration Files
          • Identifying Duplicate Files
          • Upgrading V.20.2 Applications
          • Upgrading V.17.3 and V.18.x Applications
          • Editing Your Application Update Properties
      • Upgrading the Database After Upgrading to a New Archibus Release
        • Upgrade Notes
        • Upgrading your Database to V.25.1
        • Upgrading your Database to V.25.3
        • Continuous Database Updates
      • Database Schema Revision History
        • Database Schema Revision History V2022.01
        • Database Schema Revision History V2022.02
        • Database Schema Revision History V2022.03
        • Database Schema Revision History V2022.04
        • Database Schema Revision History V2023.01
        • Database Schema Revision History V2023.02
        • Database Schema Revision History V2023.03
        • Database Schema Revision History V2023.04
        • Database Schema Revision History V2024.01
        • Database Schema Revision History V2024.02
        • Database Schema Revision History V2024.03
        • Database Schema Revision History V2024.04
      • Administering the Database
        • How to Create an Archibus Database from Scratch
        • Database security
          • Configuring Archibus to Use Integrated Authentication with Microsoft SQL Server
          • Using Integrated Authentication with Archibus
        • Cascading update and delete
          • Setting Up Archibus Cascading Update and Delete
        • Microsoft SQL Server procedures
          • Backing Up Projects Overview (Microsoft SQL Server)
          • How to Back Up a Multi-User Project (Microsoft SQL Server)
          • How to Back Up Database Files Directly (Microsoft SQL Server)
          • How to Create a New Project by Copying (Microsoft SQL Server)
          • How to Move a Project (Microsoft SQL Server)
          • How to Recover Project Data (Microsoft SQL Server)
          • How to Use Grant and Revoke in Conjunction with Archibus (Microsoft SQL Server)
          • How to Work with Multiple Project Connections (Microsoft SQL Server)
          • Usage notes (Microsoft SQL Server)
        • Oracle procedures
          • Auto-Commit Preference (Oracle)
          • Cascading Updates and Deletes (Oracle)
          • Database Differences (Oracle)
          • Oracle Usage Notes
          • Updating Projects (Oracle)
          • Virtual Private Archibus (Oracle VPD server-side security)
        • Working with multiple projects
          • Creating SQL User IDs (Oracle)
          • Establishing Multiple Tablespaces on a Single Oracle Server
          • Establish Oracle Roles
          • Establish Synonyms (Oracle)
          • Establish the Tablespace, User, and Role (Oracle)
          • Import the Dmp File
          • Security in Multiple Tablespaces (Oracle)
          • Verify the Archibus Login Credentials (Oracle)
          • Working with Audit Logs (Oracle)
      • Managing Archibus Connectors
        • Configure Connectors
        • Connector Properties table
        • Connector Fields table
        • Connector Rules
        • Schedule Connectors Using Cron Expressions
        • Define Connector Rules
        • Upgrading from Previous Versions of Connectors
        • Details on Connector Types
          • Configuring JSON Connectors
          • Connectors: Importing and Exporting XML
          • Custom Connectors
          • Database
          • Data Export Use Cases
          • Electronic Data Interchange (EDI)
          • Importing and Exporting Text and Excel Files
          • Import from Related Excel Spreadsheets (COBie)
          • LDAP and Active Directory
          • Listeners
          • Related Text
          • Using File Systems (FTP, FTPS, SFTP, and Kafka)
      • Integrating Serraview and Archibus
        • Integration Capabilities
        • Deployment Components
        • Add a Serraview Link to the Foundations Home Page
        • Story 1: Add Serraview Space Planning & Optimization to an Archibus Deployment
          • Archibus to Serraview Data Mapping
          • Configure Connectors
          • Deployment Procedure
          • Operational Considerations
          • Prepare Drawings
        • Story 2: Add Archibus Reservations and Other Features to Serraview
          • Configure Connectors
          • Deployment Procedure
          • Operational Considerations
          • Prepare Drawings
          • Serraview to Archibus Data Mapping
          • Validate Serraview Imports
        • Connectors for Archibus-Serraview Integration
        • Comparable Terms
      • Archibus Handling SQL in V2024.02+
        • Archibus Parameterized Queries - Front End
        • Datasource Programming: New SQL Classes - Back End
        • Datasource Programming: Usage of new SQL classes with Examples
        • Datasource Programming: Insecure API and Alternative Futures
    • Add-in Manager
      • Add-in Manager Overview
      • Customizing the Database
        • Understanding the Archibus Database
        • Before you Begin Customizing
          • Validate Schema
          • Deciding to Customize
          • The Project Customization Process
          • Working with Customized Projects
          • Ignoring Non-Fatal Errors when Upgrading a Database
        • Archibus Schema Tables
          • Archibus Data Dictionary: Overview
            • Archibus Tables Table
            • Archibus Fields Table
            • Archibus AFM Type vs. Database Data Types
            • Archibus Data Dictionary: Tables without Views
          • Archibus Navigator Tables
            • Archibus Domains Table (afm_products)
          • Archibus Project Security Tables
            • Archibus Process Assignment Table
            • Archibus Roles Table
            • Archibus Security Groups Table
            • Archibus Users Table
        • Updating Projects with the Database Update Wizard (DUW)
          • Database Update Wizard: Overview
          • Before You Use the Database Update Wizard
          • Comparing Data Overview
            • Choosing the Tables to Transfer or Compare
            • Comparing Data Dictionaries
            • Comparing Data Dictionary to SQL Table Structure
            • Comparing Project Data
          • Transferring Tables
            • How to Transfer Data In (Import)
            • How to Transfer Data Out (Export)
            • Performing the Transfer: Merge Data Dictionary Tables
            • Reviewing the Error Log
          • Running the Database Update and Schema Change Wizards on Different Database Servers
          • Using DUW Scripts
            • DUW Scripts: Best Practices
            • DUW Scripts: Update Process
            • Running a Script
            • Writing a DUW Script: Supported Operations
          • Using the Database Update Wizard
            • Database Update Wizard: Examples
            • Starting the Database Update Wizard
        • Procedures
          • 473 Transferring Data Between Projects (DUW)
            • How to Create a Data Dump of an Archibus Project Database
            • How to Transfer Changed Field Titles Between Projects
            • How to Transfer Data Between Sybase, Oracle, and Microsoft SQL Server
            • How to Transfer Document Data Between Projects
            • How to Transfer Non-Data Dictionary Data Between Projects
          • Updating the Schema
            • How to Add your Own Application
            • How to Migrate Data Dictionary Changes from one Project to Another
            • How to Update an Uncustomized Schema after an Archibus Upgrade
            • How to Update Fields that Contain Data
            • How to Update Key Fields
            • How to Update your Customized Schema after an Archibus Upgrade
            • How to Update Multi-User Production Databases
            • How to Upgrade Archibus with an SQL Script
          • 488 Editing the Data Dictionary and Updating the SQL Tables
            • Add a Document Field to the Data Dictionary
            • Add a Field to the Data Dictionary
            • Add a Table to the Data Dictionary
            • Add a Validated Field
            • Add Field Task
            • Create and Edit Tables and Fields from One View
            • Creating a Hierarchical Validation Table
            • Delete a Field from the Data Dictionary
            • Delete a Table from the Data Dictionary
            • Understanding Hierarchical Relationships
          • 500 Changing the Structure of the Database with the Schema Change Wizard
            • Overview: Changing the Structure of the Database
            • What Constitutes a Structural Change to the Database?
          • 503 Using the Schema Change Wizard
            • Re-Create Structures (Schema Change Wizard)
            • Specifying How the Schema Change Wizard Works
            • Starting the Schema Change Wizard
            • Updating SQL Tables with Database Dictionary Changes (Schema Change Wizard)
          • 508 Advanced Topics
            • Running the Database Update Wizard and Schema Change Wizard on Different Database Servers
            • The Schema Change Wizard's Sequence of Events
            • Troubleshooting
            • Using Database Tools to Alter the Schema
        • Archibus Application Dictionary
          • Archibus Application Parameters Table
          • Archibus Asset Types Table
          • ARCHIBUS BIM Categories Table (afm_bim_categories)
          • ARCHIBUS BIM Families Table (afm_bim_families)
          • ARCHIBUS BIM Parameters Table (afm_bim_params)
          • Archibus Calendar Dates Table
          • Archibus Currencies Table
          • Archibus Currency Conversions Table
          • Archibus Drawings Table
          • Archibus Drawing Publishing Rules Table
          • Archibus Holiday Dates Table
          • Archibus Layers Table
          • Archibus Messages Table
          • Archibus Mobile Apps Table
          • Archibus Redlines Table
          • Archibus Schema Preferences Table
      • User Interface Extensions
        • Using the User Interface Extension Documentation
        • Create a View Manually from the View Definition Patterns
        • HTML Chart Control: Overview
          • Convert Flash charts to HTML charts
          • Define a simple chart
          • Display multiple axes in a chart
          • Offset the data axes if there are more than two data sets in a chart
          • Use a calculated field in a chart
          • Select an item in a chart
          • Add a click event to a chart
          • Export a chart to an image
          • Show a chart with different units
          • Use a Secondary Grouping Axis in an HTML Chart
          • Group One Value by Two Criteria in a Chart
          • Group a Chart by Time Criteria
          • Group a Chart by Date Criteria
          • Mix Lines and Columns in a Chart
          • Hiding and Customizing Axis Titles in Charts
          • Controlling Axis Titles and Labels in Charts
          • Leader Lines for Pie Charts
          • Custom Fill Colors for Charts
          • Tooltip Enhancements for HTML Charts
          • 2-Dimensional Stacked Bar Chart
          • HTML Chart View Options
          • HTML Chart Control API
          • Display values in a cross-table
          • Create a 2-dimensional cross-table
          • Add a drill-down action to a cross-table
          • Use a custom SQL query in a cross-table
          • Apply a filter to a cross-table
          • Additional data sources for dimension values
          • Additional Per-Dimension Fields
          • Percent-based Calculated Values in Cross-tables
        • Automatic ID Lookup
          • Configuring Automatic ID Lookup
          • Using Automatic ID Lookup in Data Sources
          • Using Automatic ID Lookup in Views
          • Using Automatic ID Lookup in Custom Code
          • Using Automatic ID Lookup for Translatable Fields
          • Manage Automatic Lookups
          • Upgrading Existing Applications to Support Automatic ID Lookup
        • Customizing Workplace: Overview
          • Customizing Colors of Archibus Workplace
          • Workplace Build Process
          • Installing an External Library
        • Common Skills
          • Override default column and field titles
          • Override the style sheet for the view
          • Use Actions and Menus
          • Use binding expressions
          • Call a workflow rule from the view
        • Concepts
          • Web Views
          • Displaying Views in the Smart Client Grid
          • View Panels
          • View Assemblies
          • AXVW View File
          • View Elements
          • Contexts and Nested Contexts
          • Case-Sensitivity in Archibus
        • DataSource Skills
          • Define a view datasource
          • Define a datasource restriction
          • Load a data source from a view file
          • Using WHERE IN Clauses in Parsed Restrictions
          • Injecting Parsed Restrictions into Complex SQL Queries
          • Use binding expressions in the datasource
          • Use lookup tables in views
          • Specify multiple datasources
          • Define your own SQL query in a view datasource
          • Create a calculated SQL field
          • Use a UNION of two tables in a view datasource
          • Use parameterized restrictions
          • Data Source: Prepared Statements and Bind Variables
        • Form Skills
          • Define forms and form fields
          • Auto-complete fields
          • Composite fields
          • Field Sets
          • Fluid field sets
          • Form commands
          • Drop-down lists, radio buttons, and check boxes
          • Use inline styles
          • Access and update form control values
          • Check for changes in form values
          • Field instructions
          • Add panel instructions
          • Use action button tooltips
          • Field length and height
          • Create a custom Select Values action
          • Adding an Add New dialog to Select Value
          • Use the Select Multiple Values dialog
          • Use maxValue and minValue Validation
          • Conditionally display form elements
          • Customize a document field
          • Display a document in a document field as an image in a form
          • Display a bitmap file in the graphics folder as an image in a form
          • Display a Description Next to a Field in a Form (showFieldDescription)
          • Display a Temporary Message in a Form
        • GIS (Geographic Information Systems)
          • Standard Esri Map Control - Overview
          • Show Buildings on a Map
          • Display Objects from a Single DataSource on a Map
          • Display Objects from Multiple DataSources on a Map
          • Set the Symbol Type for the Marker
          • Use Marker Actions in a Map
          • Switch Basemap Layers
          • Switch Reference Layers
          • Display a Legend for a Reference Layer
          • Determine Asset Locations using Address Geocoding
          • Specify Asset Locations using the Asset Locator
          • Use Thematic Markers in a Map
          • Use Graduated Markers in a Map
          • Use Thematic-Graduated Markers in a Map
          • Use Proportional Markers in a Map
          • Use Thematic-Proportional Markers in a Map
          • Set Marker Colors using ColorBrewer
          • Use a Custom Map Extent
          • Use the Map Control Event API
          • Leaflet Map Control: Overview
          • Show an Esri Map
          • Show a Google Map
          • Display Objects from a Single DataSource on a Map
          • Display Objects from Multiple DataSources on a Map
          • Use Marker Actions in a Map
          • Map with Esri Layers
          • Map with Google Layers
          • Determine Asset Locations using Address Geocoding
          • Specify Asset Locations using the Asset Locator
          • Use Thematic Unique Value Markers in a Map
          • Use Thematic (Class Break) Markers in a Map
          • Use Graduated Markers in a Map
          • Use Thematic (Unique Value) Graduated Markers in a Map
          • Use Thematic (Class Break) Graduated Markers in a Map
          • Use Proportional Markers in a Map
          • Use Thematic (Unique Value) Proportional Markers in a Map
          • Use Thematic (Class Break) Proportional Markers in a Map
          • Use Clustered Markers in a Map
          • Set Marker Colors using ColorBrewer
          • Use a Custom Map Extent
        • Grid Skills
          • Grid Control 2.0 Overview
          • Define a Grid Report
          • Enable Grid Paging
          • Specify Event for Entire Row
          • Hide Grid Indexes and Filters
          • Wrap Grid Text into Two Lines
          • Create Panel Actions in Grids
          • Display Totals and Counts in Grid Reports
          • Show Select Fields Dialog
          • Show Smart Search Console
          • Display Document Links in Grids
          • Use High-Performance Option for Large Categories
          • Enable Actions for Selected Grid Rows
          • Group Grid Records by Category
          • Grid Control 3.0 Overview
          • Initialize and Load Data
          • Actions and Selections
          • Data Visualization
          • Grouped Columns
          • Fixed Columns
          • Group by Category
          • Edit Grids and Grid Data
          • Grid Control 3.0 API Reference
        • Grouping Skills
          • Group data by one value
          • Group data by a calculated field
          • Group by a multi-part primary key
          • Summarize a calculated value by a group criteria
          • Summarize multiple values by a group criteria
          • Group data by a date range
          • Restrict grouped data by date criteria
          • Group by two values
          • Group one datasource by another datasource
          • Getting row or column values from another datasource
        • HTML Drawing Skills
          • Convert views using Flash drawing control to HTML drawing control
          • Add HTML drawing control for desktop web browsers
          • Load and Display a Single Drawing
          • Use Navigation Toolbar to Navigate a Drawing
          • Show and hide layers in a drawing
          • Resize drawings
          • Work with multiple drawings
          • Programmatically highlight assets in a drawing
          • Select assets in a drawing
          • Locate assets in a drawing
          • Asset selectability
          • Provide an asset and background layer selector
          • Enable drag and drop for employee assignments
          • Trace and connect assets in a drawing
          • Add redline features to HTML drawings for desktop web browsers
          • Add redline features to HTML drawings for mobile web browsers
          • HTML5 Drawing Markup Control
          • Use asset and add-on event handlers
          • Display hatch patterns and other room highlights
          • Enable and customize tooltips
          • Employ HTML drawing control naming conventions
          • Allow applications to specify a different SVG filename
          • Define HTML drawing control in a panel
          • Save drawings as images
          • Enable and configure Web Central 3D Navigator
          • Use SymbolsHandler.java for Enhanced MetaFile PDF reports
          • Use AssetDrawingControl
          • Provide a highlight or label selector in a drawing
          • Add markers to a drawing
          • Use marker clusters in a drawing
          • Incorporate server-side services
        • Layout Manager
          • Defining Layouts
          • Attaching Panels to Layout Regions
          • Inline Layouts and External Layouts
          • Proportional Layouts
          • Large-Scale View Structure
          • Nested Layouts
          • Including External Views
          • Show a Web Site in a Panel
        • Multiple Currencies
          • Working with Multiple Currencies
          • Enabling or Disabling Multiple Currency Support
          • Adding Currency Fields to the Schema
          • Adding Currency Fields to Views and Reports
          • Adding Currency Selectors to Views
          • Displaying Currency Values in Aggregated Reports
          • Using Multiple Currencies in Custom SQL Queries
          • Using Multiple Currencies in Payment Date SQL Queries and Fields
          • Using Multiple Currencies in Java Classes
          • Using Multiple Currencies in Java Script Code
          • Multicurrency Examples
        • Multiple Panel Skills
          • Collapsible and Expandable Panels
          • Use the layout manager
          • Use a Find-Manage Wizard
          • Add a console to a Find-Manage Wizard
          • Use panels in a Find-Manage Wizard
          • Use a dialog in a Find-Manage Wizard
          • Use documents in a Find-Manage Wizard
          • Use the Editable Abstract pattern
          • Refreshing all panels in the view
        • Multiple Units
          • Working with Multiple Units
          • Enabling or Disabling Multiple Units
          • Setting Base Units for the Project
          • Setting User Display Units for Users
          • Forms When Using Multiple Area Units
          • Adding Multiple Area and Length Units Fields to Views
          • Using Multiple Area and Length Units in Custom SQL Queries and Fields
          • Using Multiple Area and Length Units in Java Classes
          • Multi-Unit Examples
        • Other Controls
          • Stack Control Overview
          • Gantt Chart Control
          • Calendar Control
        • Paginated Report Skills
          • Invoke long-running jobs
          • Create paginated reports using the View Definition Wizard
          • Invoke a paginated report from the Navigator
          • Restrict a paginated report using URL parameters
          • Load a paginated report automatically
          • Invoke a paginated report from a DOC panel action
          • Paginated Reports: Software Engineer Skills
          • Invoke a paginated report
          • Define a paginated report view manually
          • Define parent and child data bands in a paginated report
          • Display totals and counts in paginated reports
          • Separate group bands with a page break
          • Use summary fields in a paginated report
          • Display Restrictions in Paginated Reports
          • Define a paginated report with columns
          • Display highlighted drawings in a paginated report
          • Options for highlighted drawings in paginated reports
          • Highlighting and Labeling Multiple Assets
          • Specifying your own drawing rendering class
          • Paginated Report Sharing the dataSources with the Drawing Control
          • Add graphics to a paginated report
          • Options for printing drawings to PDF and Doc format
          • Set the report orientation to landscape
          • Inject parameters into complex SQL queries
          • Dynamically Select or Create Legend Panels
          • Paginated Report Options
        • Report Skills
          • Named Filters for Queries
          • Create per-row Action buttons and links
          • Select multiple rows of data
          • Send multiple records to a workflow rule
          • Add DOC, PDF, Excel, and data transfer actions
          • Configure DOCX Export Command
          • Customize Excel Footer
          • Show an Index
          • Define a column report
          • Define Custom Columns
        • Tab Skills
          • Define tabbed panels
          • Use enforced navigation tabs to implement wizard forms
          • Use multiple detail pages in a Find-Manage pattern
          • Conditionally enable or disable tabs
          • Create and remove dynamic tabs
          • Use multiple tabbed panels
          • Use nested tabs
          • Include external views in tab pages
          • Include external views in tab pages without frames
        • Tree Skills
          • Show a tree
          • Use a tree as a Select Values control
          • Use a tree with a bridge-table relationship
          • Restrict a tree by a console
          • Run actions from a tree
          • Show a hierarchy tree
          • Expand all tree nodes
          • Expand tree nodes at a specified hierarchy level
          • Show a concatenated hierarchy tree
          • Show a tree table
          • SetNullVlaueTitle(fullFieldName, translatedTextToReplace);
          • Overriding a tree-level restriction
        • View Configuration (User-defined Fields and Promoted FIelds)
          • Enabling view configurations in views
          • Displaying promoted and user-defined fields in views and reports
      • Business Logic Extensions
        • View Configuration: Overview
          • Programming Patterns
          • Batch Updates
          • Single Table
          • Multiple Tables
          • Sort Order
          • Custom SQL Queries
          • Database-Independent SQL
          • The formatSQL Functions
          • Restrictions
          • Binding Expressions
          • User Object
          • SQL Object
          • Parameters Object
          • Using the DataSource Defined in the View
          • Overview
          • Read One Data Record
          • Read Multiple Data Records
          • Save Data Record
          • Read and Update Data Record
          • When to use saveRecord() vs. updateRecord()
          • Delete Data Record
          • Executing Multiple Queries Using the DataSource
          • Executing SQL Update
          • Grouping DataSource
          • One-Dimensional Queries
          • Two-Dimensional Queries
          • Custom Dimensions
          • Drill-down Restrictions
          • Record Limit
          • Transactions
          • Handling Errors
          • VPA Restrictions and Custom Data Access
          • Examples and References
          • Creating Workflow Rule Definitions
          • Workflow Rule Definitions
        • Invoking Workflow Rules
          • Using Input Parameters
          • Handling Multiple Records Using JSON Arrays
          • Returning Output Parameters
          • Using Data Returned from Workflow Rules
        • Workflow Rules and Business Logic
          • Starting Long-Running Jobs
        • PowerPoint Integration
          • Setting Up a Template to Generate PowerPoint Presentations
        • Other Techniques
          • API References
          • Service Classes and Methods
          • Sending Email
          • Localizing Messages
          • Rendering Form Data in Workflow Rule Services
          • Error Handling
          • Using Application Configuration Parameters
          • Archibus Data Dictionary API
          • Find the path for an AXVW file
          • Porting Basic Script To Java
          • Working with Time Zones
          • Checking the Stock Application License
          • Check Add-in Application License
        • Skills
          • The Add-In Manager Application Extension Environment
          • Installing Application Extension Environment
          • Application Extension Environment: Basic Usage
          • Application Structure
          • Managing Multiple Customer Projects
          • Running Hello World Service
          • Modifying Hello World Service
          • Creating Your First Service
          • Debugging Workflow Rule Services
          • Using Java Docs
          • Using Eclipse with Archibus View Files (.axvw files)
          • Deploying Your Business Logic on Another Server
          • Recommended Programming Practices
          • Converting Workflow Rule Records to Class Format
          • Index to Archibus Web Central Java API Reference
        • Workflow Rules
          • Basic Rule Wizard
          • Business Logic Use Cases
          • Long-running Jobs
          • Workflow Rules Implementation
          • Workflow Rules Container
          • Message Workflow Rules
          • Scheduled Workflow Rules
      • Reference: JavaScript API
        • Ab.form.ColumnReport object
          • new Ab.grid.ReportGrid(controlId, configObject)
          • afterBuild()
          • beforeBuild()
          • build()
          • buildPreFooterRows(parentElement)
          • buildPreHeaderRows(parentElement)
          • clear()
          • createCellContent(row, column, cellElement)
          • createDataRows(parentElement, columns)
          • getFieldValuesForSelectedRows(fieldName)
          • getParameters(sortValue)
          • getPrimaryKeysForRow(row)
          • getPrimaryKeysForSelectedRows()
          • getSelectedRecords()
          • getSelectedRows
          • refresh(restriction)
          • reloadGrid()
          • removeSorting()
          • selectAll(selected)
          • unselectAll()
        • Ab.grid.Row Object
          • getRecord()
          • isSelected()
          • select(selected)
          • unselect()
        • Ab.grid.Cell Object
          • getId()
        • Ab.tabs.Tabs Object
          • afterTabChange
          • beforeTabChange
          • beforeTabClose
          • createTab ( viewName, restriction, newRecord)
          • enableTab(name, enabled)
          • findTab(name)
          • getSelectedTabName()
          • isRefreshOnLoad()
          • isWorkflowEnforced()
          • refresh(restriction)
          • refreshTab(name)
          • selectTab( name, restriction, newRecord, clearRestriction, noRefresh)
          • setTabRestriction(name, restriction)
          • showTab(name, visible)
        • Ab.grid.MiniConsole object
          • new Ab.grid.MiniConsole(controlId, configObject)
          • enableIndex(enabled, newIndexColumnID, indexEntries, level)
          • setFilterValue(columnName, val)
          • getIndexColumn()
          • setIndexColumnByID(columnId)
          • showIndexandFilter()
        • Ab.timeline.Model object
          • allTimeslotsAvailable(row, columnStart, columnEnd, ignoreExistingEvents)
          • getColumnDateTime(column)
          • getColumnNumber()
          • getEvent(row, column)
          • getPendingEvents()
          • getResource
          • getRowEvents
          • getRowNumber
          • getTimemark(column)
          • getTimeslot
          • getTimeslots
          • isTimeslotAvailable(row, column)
        • Ab.timeline.TimelineController object
          • new Ab.timeline.TimelineController(id, isEditable, policy)
          • addColumn(id, name, type, eventHandler, text, imageName)
          • addOnChangeEvent(eventHandler)
          • addOnClickEvent(eventHandler)
          • addOnCreateEvent(eventHandler)
          • clear()
          • loadTimelineModel(modelDTO)
          • refreshTimelineUI()
        • Obtaining Current User Information
        • Creating Custom JavaScript Objects
          • Simple Objects with Properties
          • Reusable Objects
          • Reusable Objects with Constructors
          • Reusable Objects with Functions
          • Objects with Nested Arrays or Other Objects
        • Programming Conventions
          • Names
          • Comments
          • Safe Programming
        • Common Functions
          • getMessage(name)
          • valueExists(value)
          • valueExistsNotEmpty(value)
        • Object Collections
          • each(function, scope)
          • eachKey(function, scope)
          • get(elementId)
        • Ab.view.View object
          • activityParameter
          • addRefreshParameter(name, value)
          • clearPanelRestrictions()
          • View.closeDialog()
          • View.closeThisDialog()
          • View.confirm(message, callback)
          • View.dataSources
          • View.getControl(win, controlName)
          • View.getView(windowName)
          • View.getWindow(windowName)
          • View.openDialog(url, restriction, newRecord, parameters)
          • View.openPaginatedReportDialog(viewName, restrictionsForDataSources, parametersForDataSources, x, y, width, height)
          • openProgressBar(message)
          • View.panels
          • refreshPanels(restriction, consolePanel)
          • View.registerControl(win, controlName, newControl)
          • View.selectValue(formId, title, targetFieldNames, selectTableName, selectFieldNames, visibleFieldNames, restriction, actionListener, applyFilter,showIndex, workflowRuleId, width, height, selectValueType)
          • View.showMessage(message)
        • Ab.view.Restriction object
          • new Ab.view.Restriction(fieldValues, relOp)
          • addClause(name, value, op, relOp, replace)
        • Ab.workflow.Workflow object
          • call (workflowRuleId, parameters)
          • handleError(result, callback)
          • runRule(workflowRuleId, parameters, callBackFunction, callbackObject, timeout)
          • runRuleAndReturnResult(workflowRuleId, parameters, timeout)
        • Ab.view.Component object
          • addActionListener (actionId, callback, scope)
          • addDragDropListener (callback, scope)
          • addDragOverListener (callback, scope)
          • addEventListener ( eventName, listener, scope)
          • addParameter (name, value)
          • appendTitle (title)
          • clear()
          • getEventListener(eventName)
          • refresh(restriction, newRecord)
          • setTitle(title)
          • show(show, includeHeader)
          • showInWindow(parameters)
        • Ab.form.Form object
          • addInvalidField (fieldName, fieldError)
          • clear()
          • deleteRecord(record)
          • displayTemporaryMessage (message, duration)
          • enableField(fieldName, enable)
          • enableFieldActions (fieldName, enable)
          • getFieldInput(name)
          • getFieldRestriction()
          • getFieldValue
          • getFieldValues
          • getRecord()
          • getFieldCell()
          • refresh(restriction, newRecord)
          • save()
          • setFieldValue(fieldName, localizedValue, neutralValue)
          • setRecord(record)
          • showField(fieldName, show)
          • showFieldDescription(fieldId, description)
        • Ab.data.DataSource
          • getDefaultRecord(restriction, config)
          • getRecord(restriction, config)
          • getRecords(restriction, config)
          • parseValue(fieldName, fieldValue, useLocalizedFormat)
          • formatValue(fieldName, fieldValue, useLocalizedFormat)
          • createDataSourceForFields
          • deleteRecord (record, config)
          • saveRecord(record, config)
        • Ab.data.Record
          • new Ab.data.Record( values, isNew)
          • getValue(name)
          • setValue(name, value)
        • Ab.form.ColumnReport object
          • getRecord()
          • setRecord(record)
          • clear()
          • getFieldValue(name)
      • Reference: View Elements
        • < action />
        • < clause />
        • < command />
        • < css />
        • < dataSource />
        • < event />
        • < field  />
        • < html />
        • < indexField />
        • < instructions />
        • < js />
        • < layout />
        • < message />
        • < panel />
        • < parameter />
        • < query />
        • < report />
        • < restriction />
        • < sortField />
        • < sql />
        • < tab />
        • < table />
        • < tabs />
        • < title />
        • < tooltip />
        • < view />
        • < north | south | east | west | center />
      • Reference: View Commands
        • Command Syntax
        • Command Targets and Restrictions
        • Command List
      • Reference: Binding Expressions
        • Server-Side Bindings - Data Source Properties
        • Client-Side Bindings - View Properties
        • Server-Side Implementation
        • Client-Side Implementation
        • Binding Sources
          • Binding Sources: Application Parameters
          • Binding Sources: Custom (Client-Side Binding Only)
          • Binding Sources: Panel
          • Binding Sources: Parameters
          • Binding Sources: SQL
          • Binding Sources: SQL (with database examples)
          • Binding Sources: User
      • Application Extensions
        • Document Library: Overview
          • docassigned Table (Document Library)
          • doccat Table (Document Library)
          • docfolder Table (Document Library)
          • doctype Table (Document Library)
          • Procedure for Adding a Document Library to an Application
        • Recurring Schedules: Overview
          • Adding a Recurring Schedule to a View
          • RecurringScheduleService.java
          • Recurring Schedules: ab-common-recurring-pattern-edit.axvw
          • Recurring Schedules: ab-common-recurring-pattern-edit.js
        • Scheduled Notifications: Overview
          • Creating a Scheduled Notification for an Event
          • Notifications Table
          • notifycat Table
          • notify_templates Table
          • ScheduledNotificationService workflow rule
      • Skills
        • Loading Views from the Browser Address Bar
        • Suppressing the Login Page
        • Enabling View Validation
        • JavaScript Logging
        • Troubleshooting Views
        • Logging SQL Statements
        • Optional SQL Restrictions
        • Development Mode
        • Debugging JavaScript
        • Debugging Workflow Rule Calls
        • File Structure
        • Naming AXVW View Files
        • View Processing
        • AXVW and XML
        • Advanced Views: Skills Overview
        • Resources: Books and Web Sites
    • System Integrator
      • AutoLISP Extensions
        • AutoLISP Extensions: Overview
        • Drawing Publishing
          • Setting a Single Background Color for Publishing Drawings
          • AFM_NET_LISP "Publish"
          • afm_batchPublish.lsp
        • WebService Functions
          • Get Record Functions
          • Get Records Functions
          • Update Record Functions
          • Insert and Delete Record Functions
          • SQL Functions
          • Workflow Rule Functions
          • Utility Functions
        • Recordset Functions
          • AfmRsOpen and AfmRsClose
          • Cursor Movement (RecordSet)
          • Cursor Editing (RecordSet)
          • AfmRsnFields
          • AfmRsColName
        • View Functions (AutoLisp)
          • AfmViewSetSqlRest
          • AfmViewAddRest
          • AfmViewClearRest
          • AfmViewHighlightRestriction
          • AfmViewHighlightSet
        • Text Query Functions: Overview
          • AfmQueryText Set Table Functions
          • AfmQueryTextAddField
          • AfmQueryTextClearFields
          • AfmQueryText Initialization Functions
          • AfmQueryTextSetPlacement
          • AfmQueryText
          • Text Query Example
        • By-Owner Query Functions
          • AfmHighltQuery Set Table Functions
          • AfmHighltQueryByOwner
          • AfmHighltQueryLegendProperties
          • AfmHighltQuerySetLegendScaleFactor
          • AfmHighltQuerySetAssignedFilter and AfmHighltQuerySetOwnerFilter Commands
          • AfmHighltQueryInit
          • AfmHighltQueryByOwnerEx
          • AfmHighltQueryClear
        • Asset Symbol Functions
          • AfmAssetLayer
          • AfmAssetCatalog
          • AfmSuspendReactor and AfmResumeReactor
        • Other Functions
          • AfmPopulateSelected
          • AfmDrawArea
          • AfmPromptFld
          • Drawing Publishing
        • Symbol Insertion Functions
          • AfmInsM, AfmInsxM
          • AfmIns, AfmInsc, and AfmInsx
          • AfmInsStdsAreForProj
        • Xdata Functions
          • Xdata Functions (AutoLisp)
          • Reading and Writing the Entity
          • Accessors and Constructors
          • Formatting Functions (AutoLisp)
          • V50 Xdata Functions
          • General Xdata Utilities
      • Business Logic Extensions
        • Data Change Events: Overview and Setup
          • Understanding Data Change Events
          • Data Event Workflow Rule Classes
          • Examine the Data Change Events Log
        • 1184 Using the XLS Report Java API
          • Java API to Generate Grid-type XLS Reports
          • Java API to Generate Cross-tab XLS Reports
        • Using Web Services with Archibus Web Central
          • Web Service Scenarios
          • Remote Invocations and Archibus Workflow Rules
          • Invoking Archibus Web Central from HTTP or HTTPS
          • Example: Booking Service - Exposing a Workflow Rule as a Web Service
          • Example: Booking Service - Calling a Web Central Web Service from a .NET Application
          • Example: Cost Service - Web Service Exposed by Web Central
          • Example: Employees Job - Calling External Web Service
          • Example: Document Job: Uploading Documents from Web Central to SharePoint Server
          • Example: Document Interceptor - Upload Documents to SharePoint Server on Check-In
        • Using the Data Transfer API: Overview
          • Using the DatabaseExporter API
          • Using the DatabaseImporter API
          • Using the SingleRecordImporter API
        • Customizing the Workflow Rule that Processes SLA Request Parameters
        • REST API: Introduction
          • API Reference
            • Data Sources
            • Link to REST API Reference
            • Service Desk
          • System Integrator Guide
            • Configure the Identity Provider
            • Configure Web Central
            • Explore and Test the APIs
            • Web Central implementation
    • Software Engineer
      • JavaScript
        • JavaScript Overview
        • Incorporate JavaScript into the AXVW
          • Including JavaScript and CSS Files
          • Performing Custom View Initialization on Load
          • Incorporating JavaScript into Forms and Consoles
          • Incorporating JavaScript into Reports
          • Adding Custom Listeners to Panel Events
        • The Model-View-Controller Pattern
          • Basic Controller Programming
          • Auto-Wiring for View Panels
          • Auto-Wiring for Actions
          • Auto-Wiring for Panel Events
          • Auto-Wiring During View Initialization
          • Auto-Wiring Event List
        • Working with Standard Panels
          • Getting Panel References
          • Common Panel Properties and Methods
          • Handling Drag and Drop
          • Working With Panel-Level Actions
        • Working With Form and Console Panels
          • Working With Field and Per-Field Action Buttons
          • Implementing Final Validation
          • Implementing a Custom Search Console
          • Adding Recent Searches to a Search Console
          • Working With Image Fields
        • Working With Grid Panels
          • Working With Grid Rows and Cells
        • Working With Tab Panels
        • Working With Paginated Reports
        • DataView Panel
        • Using the DataSource for Standard Data Access
          • Working With Data Records
          • Data Source Overview
          • Getting the DataSource Object
          • Getting Records Using the DataSource
          • Saving Records Using the DataSource
          • Deleting Records Using the DataSource
          • Using Query Parameters
          • Formatting and Parsing Data Values
        • Using Workflow Rules for Custom Data Access
          • Calling Workflow Rules
          • Sending a Record to a Workflow Rule
          • Sending Multiple Named Records
          • Using a List of Records
          • Retrieving a value
          • Retrieving One Record
          • Retrieving Multiple Records
        • Retrieving Arguments from the URL
      • User Interface Extensions
        • Advanced Engineering Skills Overview
          • Load and save data
          • Make drag-and-drop assignments
          • Create a custom control
          • Use the timeline control
          • Load and control pop-up dialogs
          • Edit grid records
          • Customize headers, footer, and data rows of a grid
          • Add, remove, and reorder grid rows
          • Create a colored legend in the grid
          • Add custom columns to a cross-table
          • Load a view dynamically
          • Invoke Web Services
          • Catch errors
        • Custom UI Overview
          • Customizing Web Color Schemes and Fonts
          • Compressing JavaScript Code
          • Using HTML Panels to Implement Simple UI Extensions
          • Extending Standard Panels
          • Creating Custom HTML Form Fields
          • HTML Templates
          • Using Literal HTML in Views
          • Using JS Event Handlers
          • Localizing Custom Controls
          • Mapping HTML DOM Events to Controller Methods
        • Overview: Questionnaires
          • Compose a Questionnaire
          • Add a Questionnaire to a View
          • Generate an Action Response
          • Use Multiple Questionnaire Views
          • How Questionnaire Responses are Stored
          • Create a New Questionnaire Response Field
          • The Questionnaire Tables
        • Extended Questionnaires: Overview
        • Use Multiple Selections in a Tree Control
        • Reports - Show, Hide, and Sort Grid Columns
        • Advanced Paginated Reports
          • Restrict a paginated report from a console with multiple filter fields
          • Restrict a paginated report using restrictions to complex SQL queries
          • Use JavaScript to apply restrictions and parameters to a paginated report
          • Control the sequence of reports having complex data
        • Use ASP.NET Forms with Archibus Web Central Running Tomcat
        • Extended Questionnaires: Overview
          • Extended Questionnaire Tables
    • Localization Coordinator
      • Localization Coordinator
      • Localization Process
        • Glossary Process
        • Localization Tables
        • Translatable Tables in the Project Database
        • About the Data Transfer Status Field
      • Set up
        • Add Languages and Locales to the afm-config.xml File
        • Configure a Microsoft SQL Database for Double-byte Languages
      • Localization Procedures: Overview
        • Translate the Standard Applications and Core into a New Language
        • Greek Testing a New Application or Extension
        • Translating New Views Created Using the View Definition Wizard
        • How to Use the Glossary Process
        • Comparing Language or Glossary Files from Different Databases
        • Translating User-Defined Fields
        • Translating a New Application
        • Localizing Archibus Workplace
        • Localizing OnSite
        • Localizing Mobile Apps
        • Localizing the Smart Client Programs
        • Localizing the Outlook Plugin
        • Creating Language Files for Personalized Extensions
      • Localization Manager
        • Read Step
        • Read Strings into Glossary
        • Export Step
        • Import Step
        • Write Step
        • Smart Client DLL Build Step
      • Navigator Tasks
        • Read or Write Translatable Tables
        • Read or Write Translatable Files
        • Export Localization Extract Files
        • Import Localization Extract Files
        • Exporting or Importing Glossary Files
        • Greek All Localization Tables
        • Delete the Contents of All Localization Tables
        • Edit the Languages Table
        • Edit the Language Files Table
        • Edit the Language Enum Table
        • Edit the Language Strings Table
    • Mobile Apps Administrator
      • Mobile Apps Administrator
      • Shared Mobile Devices and Multiple Devices per User
      • Track Mobile Device Registration
      • Archibus Mobile Apps: Getting Started
      • User Interface Extensions
        • Mobile Solutions Templates
        • Currency and Units Formatting
        • Disabling Saved Searches, Filters, and Sorts
        • Hide the Archibus Logo on a Mobile App
        • Archibus Mobile Framework Fields
          • Add a Field to a Mobile Form
          • Add Fields to an Audit Form
          • Change Fields that Display on a Mobile Form
          • Change Titles and Pick Lists of Mobile Forms
        • Controls
          • Add a Digital Signature to a Mobile Form
          • Tap to Call and Send Email
          • User-friendly prompt selections
          • Use Bar Codes for Search and Data Entry on Mobile Forms
          • Use Camera Functions
        • Include GIS maps in a mobile app
        • Floor Plans
          • Change Highlights and Labels on Floor Plans in a Mobile App
          • Overview of HTML drawing control
          • Zooming into a Selected Asset in the Floor Plan
        • Data Download and Workflow
          • Add a Download Validating Values Action to a Mobile Form
          • Call a Server-Side Workflow Rule in a Mobile App
          • Change the SVG Returned to the Client to Add New Symbols and Elements
          • Downloading Documents On Demand
          • Downloading Enterprise Graphics
          • Mobile Logging
          • Storing Documents and Floor Plans
        • Synchronization
          • Add a Synchronize Action to a Mobile Form
          • Apps and Their Sync Tables
          • Control Auto-Synchronization During Mobile App Startup
          • Optimize Mobile Synchronization
          • Set the Background Data Synchronization Interval for Mobile Apps
      • Using Sencha to Create a New Mobile App: Process Overview
        • Licensing and Security for New Mobile Apps
        • Configure the Mobile Development Environment
        • Create a New Mobile App Directory Structure Using Sencha CMD
        • Create a New Mobile App Using the Template App
        • Build a Mobile App Using Sencha CMD
        • Add a New Mobile App to the App Launcher
        • Understand the Sencha MVC File Structure
      • Introduction: Configuring CSS for Archibus Mobile Apps
        • Using SASS
        • Compiling the app.css File
        • Configuring SASS for New Apps
        • Changing Themes
        • Maintaining Application Style Sheets
      • Index to Archibus Mobile Framework API Reference
  • Product Information
    • Navigate around the Knowledge Center
      • Help Topics and Archibus SaaS Deployments
      • Using the Archibus Help
      • Search for Help Topics
    • Sample Data
    • Services and Support
    • Training Videos
    • Archived Archibus Help and Release Notes
    • Index of Archibus SaaS-Specific Help Topics
  • Glossary
    • Archibus Main Glossary
      • 1.0 view
      • 2.0 view
      • 3D Navigator
      • account
      • analysis metrics
      • Archibus application
      • Archibus Digital Twins license
      • Archibus domain
      • Archibus Essentials (SaaS modules)
      • Archibus Extension for Microsoft Exchange
      • Archibus Foundations
      • Archibus Geospatial Extensions for Esri
      • Archibus mobile app
      • Archibus Mobile Client
      • Archibus Mobile Framework
      • Archibus module (Archibus SaaS module)
      • Archibus Performance Metrics Framework
      • Archibus SaaS
      • Archibus Smart Client
      • Archibus Smart Client Extension for AutoCAD
      • Archibus Smart Client Extension for Revit
      • Archibus software (Archibus non-SaaS)
      • Archibus Web Central Server program
      • Archibus Workplace
      • asset inserting
      • asset symbol
      • asset table
      • asset type
      • associated_drawing_def
      • auto-numbered asset
      • auto-numbered field
      • auto-numbered record
      • auto-numbered table
      • AutoCAD highlight pattern field
      • bar code
      • BIM Viewer
      • border highlight
      • child band
      • cost center
      • current asset type
      • database
      • data band
      • data numbering
      • Developer Portal
      • document
      • document field
      • document library
      • Document Management for Drawings
      • document management system
      • drawing-driven data
      • drawing-driven field
      • drawing publishing
      • enhanced map view
      • enterprise graphics
      • foreign key
      • Forge Viewer
      • Foundations manager
      • full installation
      • geocoding
      • georeference
      • graphic
      • graphic field
      • hatch pattern
      • hierarchy
      • highlighted drawing
      • home page
      • key
      • locale
      • markups
      • Modules Manager
      • multipart key
      • navigation page
      • Navigator
      • numbered record
      • OnSite mobile app
      • organizational hierarchy
      • parent band
      • per-drawing preference
      • populating
      • preference
      • primary key
      • process or role (Navigator)
      • project
      • project database
      • project path
      • QR code
      • redline
      • SaaS Administrator
      • SaaS Partner Administrator
      • safety data sheet (SDS)
      • security group
      • Service Catalog screen in Workplace
      • Smart Client grid view
      • Smart Search console
      • sort field
      • sort order
      • standard
      • standards table
      • standard map view
      • standard role
      • strict hierarchy
      • table-driven data
      • table-driven field
      • table-group
      • task
      • thematically highlighted drawing
      • tracking metrics
      • transactional Space features
      • unit block
      • unlimited-tier hierarchy
      • validated field
      • validating table
      • view
      • Virtual Private Archibus (VPA) Restriction
      • Web Central Drawing Files folder
      • web view (Web Central view)
      • Workplace (kiosk mode)
      • Workplace Dashboard
      • workspace transaction
    • CAD and BIM Glossary
      • area asset symbol
      • area boundary
      • area_measurement_field_def
      • area_take_off_def
      • asset_symbol_layer_def
      • asset_text_box_def
      • asset_text_layer_def
      • base_angle_def
      • base_metric_unit_def
      • block_asset_symbol_def
      • block_table_def
      • cafm_def
      • catalog_def
      • construction_lines_def
      • contiguous_area_def
      • crossing_window_def
      • current_layer_def
      • data_editing_def
      • data_numbering_def
      • designator_def
      • drawing_def
      • drawing_driven_asset_def
      • drawing_scale_def
      • drawing_text_def
      • drawing_title_def
      • drawing_unit_def
      • drawing_view_def
      • dwg_file_def
      • entity_def
      • entity_handle_def
      • entity_handle_field_def
      • entity_type_def
      • exploding_def
      • extended_entity_data_def
      • external_block_def
      • facilities_diagam_def
      • facilities_record_drawing_def
      • grips_def
      • grip_editing_def
      • hatch_pattern_def
      • highlight pattern
      • imposter_asset_symbol_def
      • infer_def
      • insertion_point_def
      • intelligence_def
      • layer_convention_def
      • layer_def
      • layer_prefix_def
      • layer_selectability_def
      • layer_series_def
      • layer_suffix_def
      • layer_zero_def
      • length_asset_symbol_def
      • multipart_key_def
      • numbered_table_def
      • pan_def
      • parametric_block_def
      • parametric_insertion_def
      • polyline_def
      • prototype_layer_def
      • query text
      • rectangular_coordinate_system_def
      • reference grid
      • rotate_def
      • rotation_angle_def
      • selection_set_def
      • selection_window_def
      • snap_def
      • space hierarchy value
      • stretching_def
      • table_driven_asset_def
      • text_entity_def
      • thematic_query_def
      • uncatalog
      • unit_dwg_def
      • vertex_def
      • widowed_asset_symbol_def
      • widowed_record_def
      • xdata_def
      • zoom_def
    • Smart Glossary
      • assigned table
      • base point
      • base point
      • calculated field
      • cell
      • cell range
      • child record
      • child table
      • column
      • column header
      • context-sensitive Help
      • count
      • CSV format
      • database server program
      • default project
      • field
      • field title
      • foreign key field
      • grid
      • hierarchical view
      • owner table
      • parent record
      • parent table
      • project database
      • record
      • row
      • row header
      • status bar
      • table
      • value
      • View Analysis views
      • virtual field
    • Web Central Glossary
      • Carbon Footprint Terms
        • aircraft factors
        • biochemical oxygen demand (BOD)
        • BOD5
        • carbon content
        • carbon footprint
        • carbon footprint protocol
        • commercial aircraft factor
        • common unit
        • conversion factor
        • direct emissions
        • downstream emissions
        • emission factor
        • emission factor sector
        • energy grid
        • fuel base
        • fuel density
        • global warming potential (GWP)
        • greenhouse gas (GHG)
        • greenhouse gas inventory
        • gross calorific value (GCV)
        • heat content
        • indirect emissions
        • Metric tons of carbon dioxide equivalent (MTCO2 Eq.)
        • mobile factors
        • net calorific value (NCV)
        • other emissions
        • oxidation factor
        • ratio of molecular weights
        • refrigeration factors
        • scope 1 emissions
        • scope 2 emissions
        • scope 3 emissions
        • solid waste factors
        • stationary fuel combustion
        • subregion
        • technology (emission factors)
        • total emissions per unit area
        • upstream emissions
        • wastewater factors
      • CA Terms
        • action item
        • action item status (Projects and Capital Budgeting)
        • action type (Capital Projects domain)
        • actual cost (Projects)
        • anticipated cost (Projects application)
        • assessment item
        • assessment project
        • baseline cost (Capital Projects domain)
        • baseline schedule (Capital Projects domain)
        • bid (Projects application)
        • capital budget
        • capital budget code
        • capital cost (Capital Projects domain)
        • capital program
        • capital program type
        • classifications
        • classification standard
        • committed cost (Projects application)
        • communication log
        • condition assessment
        • Condition Assessment actions
        • condition assessment scoreboard
        • condition rating
        • contract
        • Cost Performance Index
        • design cost (Projects application)
        • design schedule (Projects application)
        • document template
        • expense cost (Capital Budgeting)
        • facility index
        • field assessor (Condition Assessment and Sustainability Assessment applications)
        • funding allocation
        • funding scenario
        • funding source
        • holdback
        • Management Console
        • milestone action type
        • person-hours
        • project
        • project phase (Projects application)
        • project priority (Capital Projects domain)
        • project procurement
        • project request
        • project template (Capital Projects domain)
        • project type
        • retainage
        • scenario costs (Capital Budgeting)
        • Schedule Performance Index
        • tablet PC
        • work package
      • Clean Terms
        • abatement worker
        • action item (Hazard Abatement)
        • activity item (Hazard Abatement)
        • friability
        • hazardous material field assessor (Hazard Abatement application)
        • hazardous material inspector
        • hazardous material project
        • hazardous material scoreboard
        • hazardous substance
        • hazard assessment item
        • hazmat condition rating
      • Commissioning Terms
        • approval (commissioning)
        • as-built drawings
        • basis of design
        • checklists
        • commissioning plan
        • commissioning process
        • commissioning project scoreboard
        • commissioning report
        • commissioning specification
        • commissioning summary
        • commissioning team
        • construction checklist
        • construction documents
        • continuous commissioning process
        • contract documents
        • coordination drawings
        • Design Intent Document
        • design submission
        • issues log
        • ongoing commissioning process
        • operations and maintenance manual
        • Owner's Project Requirements
        • recommissioning
        • recommissioning management manual
        • redline as-built drawing
        • retrocommissioning
        • systems manual
        • test data reports
        • test procedure
        • training plan
        • verification
        • verification checklists
        • warranty review
      • Compliance Terms
        • compliance level
        • compliance location
        • compliance priority
        • compliance program
        • compliance survey/questionnaire
        • contract (Compliance application)
        • contract term
        • event
        • event status
        • initiative (Compliance)
        • missed event
        • overdue event
        • regulation
        • regulation rank
        • requirement
        • requirement category
        • requirement priority
        • requirement status
        • requirement type
        • standard (Compliance)
        • universal notification template
        • violation (Compliance)
      • Core Terms
        • 360 Viewer
        • Amount Base
        • Amount Expense
        • Amount Expense - Base
        • Amount Expense - Total
        • Amount Expense - VAT
        • Amount Income
        • Amount Income - Base
        • Amount Income - Total
        • Amount Income - VAT
        • Amount VAT
        • application parameter
        • application server
        • Archibus
        • Archibus Enhanced Global Feature Set
        • Base Cost
        • base units
        • Budget Currency
        • Budget Exchange Rate
        • business process owner
        • business unit
        • child band
        • custodian
        • dashboard view
        • data band
        • demo mode
        • Enhanced Global Feature Set
        • exchange rate override
        • exchange rate type
        • extended questionnaire
        • filter console
        • general staff
        • grouping field
        • highlighted drawing
        • Invoice Currency
        • My Favorites
        • on-ramp
        • organizational unit
        • parent band
        • Payment Currency
        • Payment Exchange Rate
        • questionnaire system
        • recurring schedule
        • reference document
        • rich-interface view
        • Total Costs
        • User Default Currency
        • User Display Unit of Measure
        • VAT
        • VAT Costs
        • VAT Country
        • VAT Percent
        • View Analysis views
        • View Definition Wizard
        • workflow rule
      • Emergence Preparation Terms
        • building system
        • Recovery Status field
        • zone
      • Energy Terms
        • auto-estimate balance points
        • balance point
        • baseline energy consumption
        • billing period
        • bill type
        • bill units
        • consumption
        • cooling balance point
        • cooling degree days (CDD)
        • cooling utility type
        • data point (Energy)
        • degree days
        • demand
        • energy baseline period
        • Energy Utilization Index (EUI)
        • heating balance point
        • heating degree days (HDD)
        • heating utility type
        • outside air temperature (OAT)
        • power
        • prorate by location (Energy)
        • prorate by time (Energy)
        • virtual meter
        • weather agency providing data
        • weather model
        • Weather Station Code
      • Environmental Sustainability Terms
        • environmental sustainability assessment
        • environmental sustainability rating
        • environmental sustainability scoreboard
      • Green Terms
        • certification standard
        • certified level
        • credit
        • official score
        • prerequisite credit
        • rating project
        • safety program
        • self-score
        • subcredit
      • Health and Safety Terms
        • medical monitoring
        • personal protective equipment (PPE)
        • safety officer
        • safety program
        • training program
        • workplace incident
        • work category
        • work restriction
      • Hoteling
        • booking
        • hoteling
        • recurring booking
      • Moves
        • approving manager
        • churn rate
        • group move
        • group move project
        • individual move
        • layout (move scenarios)
        • layout scenario
        • layout scenario drawing
        • move action
        • move order
        • move scenario
        • move status
        • number of moves
        • occupancy scenario
        • trial layer
      • MSDS
        • CAS number
        • constituent
        • custodian (SDS)
        • density
        • EC number
        • flash point
        • GHS classification
        • hazard classification category
        • hazard classification class
        • hazard classification system
        • HMIS classification
        • ICSC number
        • NFPA classification
        • RTECS number
        • superseded SDS
        • Tier 1 and Tier II Classifications
        • Tier II Chemical Inventory Report
        • UN (United Nations) number
        • vapor density
      • On Demand
        • Assignment Status
        • closing out (archiving) a work order
        • dispatcher
        • In Stock, Not Reserved
        • maintenance activity log
        • maintenance checklist
        • on demand work (corrective work)
        • request parameters
        • service level (SLA)
        • tool
        • tool type
        • unscheduled work
        • workflow (SLA)
        • work order
        • work request
      • Preventive Maintenance
        • fixed scheduling
        • floating scheduling
        • part
        • PM procedure
        • PM Schedule
        • PM Schedule Date
        • PM step
        • preventive maintenance work
        • schedule groups
      • Reserve
        • announcement # of days ahead
        • announcement time
        • capacity
        • conference call primary location
        • conference call reservation
        • Conference Reservation Code (field)
        • continuous reservation
        • external guests
        • fixed resource (room amenity)
        • group size
        • limited resource
        • meeting space reservation
        • recurring reservation
        • resource reservation
        • resource type
        • room arrangement
        • room arrangement type
        • room configuration
        • single reservation
        • trade
        • unique resource
        • unlimited resource
        • vendor
        • vendor invoices
      • RPLM
        • active (portfolio item)
        • activity log item
        • actual cost (Real Property, Leases)
        • allocation event (Portfolio Forecast Wizard)
        • amenity
        • Amount Invoice
        • availability
        • available area
        • building
        • CAM adjustment
        • CAM Cost - Estimated
        • CAM Cost Actual
        • CAM profile
        • CAM reconciliation
        • capital lease
        • change-over date
        • chargeback cost agreement
        • chargeback (Real Property)
        • Chart of Accounts (COA)
        • common area - suites (Total Common Area)
        • Common Area Maintenance (CAM) costs
        • communication log item
        • cost category (Real Property)
        • cost class (Real Property)
        • cost (Real Property)
        • cost type
        • created (transaction)
        • differential
        • estimated area (buildings or land)
        • facility type
        • floor manual area
        • key performance indicator (kpi)
        • land
        • leased out area
        • lease buyout option
        • lease cost profile
        • lease indexing
        • lease indexing profile
        • lease status
        • Lease Year
        • measured area
        • negotiated area (Real Property)
        • operating expense lease
        • parcel
        • pipeline
        • portfolio item
        • posted (transaction)
        • prepayment
        • price index
        • property
        • property asset
        • property or building status
        • real property asset
        • recurring cost (leases and properties)
        • rentable area - lease (Area Meas. Rentable)
        • rentable area - suites (Area - Rentable)
        • right-of-use lease option (ROU option)
        • scheduled cost (Real Property)
        • stepped rent
        • straight line rent accounting
        • structure
        • suite
        • total leased out area (suite manual area)
        • total leased out area (suite usable area)
        • transaction status (US Federal Property Registry application)
        • transaction type (US Federal Property Registry application)
        • transaction (US Federal Property Registry application)
        • usable area - lease (Area - Meas. Usable)
        • usable area - suites (Area - Usable)
      • Service Desk
        • acceptance step
        • client (requestor)
        • Date and Time Required
        • escalation
        • problem type
        • request type
        • service catalog
        • service contract (Service Desk application)
        • service desk manager
        • service desk role
        • service level agreement (SLA)
        • service provider
        • service request
        • service request notification
        • service request priority
        • service request status
        • service request status step
        • service request step status
        • service window
        • step type
        • Time to Complete
        • Time to Respond
      • Space
        • allocated room area (Space Inventory)
        • campus plan
        • chargeable area
        • chargeback (Space)
        • charged area
        • common area - floor
        • departmental area
        • dominant portion
        • external gross area
        • external wall area
        • finished surface
        • floor plan
        • group area
        • internal gross area
        • non-occupiable room
        • occupancy count
        • occupiable room
        • personnel room
        • primary circulation area
        • primary location/room
        • Prorate field
        • remaining area
        • rentable area
        • room area
        • room category
        • room inventory
        • room status
        • room type
        • satellite location/room
        • secondary circulation area
        • service area
        • site plan
        • space hierarchy
        • team
        • team association
        • team space
        • transactional Space features
        • usable area
        • vertical penetration
        • workspace transaction
      • Space Planning
        • allocation
        • allocation event (Space & Portfolio Planning Console)
        • available area (Space Planning)
        • baseline inventory
        • functional group
        • portfolio scenario
        • space forecast
        • space_requirements
        • space requirement item
        • space standard
        • stack plan
        • UNALLOC (Unallocated) building
      • Strategic Financial Analysis
        • analysis group (Strategic Financial Analysis)
        • analysis super group (Strategic Financial Analysis)
        • capital charge
        • capital expenditures
        • cost (Strategic Financial Analysis)
        • financial forecasting
        • financial planning
        • operating expenses
      • Waste
        • accumulated status (waste)
        • CAS number
        • disposed status (waste)
        • generated waste
        • satellite accumulation area
        • specific gravity
        • storage
        • stored status (waste)
        • tank
        • waste
        • waste disposition
        • waste generator
        • waste management method
        • waste manifest
        • waste profile
      • Web Central Terms
        • accumulated depreciation
        • assembly
        • asset
        • asset activities
        • asset custodian
        • asset dependencies
        • asset registry
        • asset requirement (Enterprise Assets)
        • asset transaction
        • asset transaction type
        • auto-numbered field
        • auto-numbered record
        • backbone cabling system
        • building system
        • cable pairs
        • campus
        • chain of custody
        • component
        • criticality (Assets domain)
        • cross-connect
        • current value
        • custodian status
        • dependent asset
        • depreciation
        • depreciation expense
        • depreciation log
        • depreciation period
        • depreciation property type
        • double-declining-balance depreciation
        • entrance facility
        • Equipment Age (yrs)
        • equipment inventory
        • equipment room
        • equipment system
        • faceplate
        • fire asset
        • functional criticality
        • furniture and equipment inventory
        • furniture standards inventory
        • horizontal cabling system
        • hub
        • In-Service Date
        • individual asset (Enterprise Assets)
        • jack
        • licensed bed
        • mission criticality
        • mutliplexing
        • network device
        • owner custodian (Assets domain)
        • patch panel
        • percentage depreciation method
        • port
        • position (Archibus Client/Server and Asset Portal)
        • punch block (for Archibus Client/Server and Asset Portal)
        • rack
        • Remaining Life (yrs)
        • room pressure
        • salvage value
        • straight line depreciation
        • sum-of-years digits depreciation
        • tagged furniture inventory
        • telecommunications circuit
        • telecom area
        • telecom area equipment
        • telecom area level
        • telecom closet
        • telecom connection inventory
        • Telecom Contained Tables field (Archibus Client/Server and Asset Portal)
        • telecom hierarchy level (Archibus Client/Server and Asset Portal only)
        • telecom service type
        • tracing
        • user-defined field
        • work area
        • work area equipment
        • Years Life Expectancy
    • System Glossary
      • 1.0 view
      • 2.0 view
      • application-style licensing
      • application connection point (ACP)
      • application dictionary
      • Archibus Asset Types table
      • Archibus Drawings table
      • Archibus Fields table
      • Archibus Schema Preferences table
      • Archibus Tables table
      • Base Units
      • Budget Currency
      • Budget Exchange Rate
      • Concurrent User license
      • Converted (Opposite) Units
      • Database Update Wizard
      • data dictionary
      • data transfer status field
      • domain style licensing
      • extended questionnaire
      • GDPR
      • GDPR data subject
      • hierarchical security
      • Named User license
      • Navigator tables
      • Package and Deploy Wizard
      • Payment Currency
      • Payment Exchange Rate
      • per-application preferences
      • per-project preferences
      • per-site preferences
      • per-user preferences
      • project application tables
      • project database
      • project security tables
      • project tables
      • questionnaire system
      • rich-interface view
      • role
      • schema
      • Schema Change Wizard
      • schema database
      • schema element
      • schema group
      • schema preferences
      • token
      • User Default Currency
      • User Display Units
      • Virtual Private Archibus (VPA) Restriction
      • workflow
      • workflow rule
  1. API References
    1. Event Handler Base API
    2. Event Handler Context API

API References

Event Handler Base API

com\archibus\eventhandler\EventHandlerBase.html

Event Handler Context API

com\archibus\jobmanager\EventHandlerContext.html

  1. Back to top
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    • Service Classes and Methods

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  • Popular User Articles
  • Develop your floor plans & BIM models
  • Modules Manager
  • Define Room Arrangements
  • Index of Archibus SaaS-Specific Help Topics
  • Popular System Articles
  • Compatibility Matrix
  • OnSite Deployment
  • Options for printing drawings
  • Deploy Forge Viewer (BIM Viewer)
  • Training Videos
  • Glossary
  • What’s New
  • Revision History Overview
  • Usage Notes
  • Archived Archibus Help and Release Notes
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