Enter your buildings, room categories, divisions, and departments

In the Foundations / Background Data section of the sidebar menu, you will find the tasks for adding the following information to your project. For categories, you can use the predefined list or create your own.

• Create your organizational hierarchy
• Define locations (buildings and floors)
• Use the predefined list of room categories
• Create your own room categories

Create your floor plan drawings with rooms

The task of converting your floor plan drawings for use with Archibus is covered in its own lesson.

• CAD User: Lesson 1: Develop your CAD drawings and connect them to Archibus .

Assign organizations and room categories to rooms

After your CAD manager defines floor plan drawings, use the Space Console to assign properties to the rooms on each floor.

• Assign divisions, departments, room categories to rooms (7:06)

Review your room data, and specify if a room can be reserved for meetings or working space.

• Define rooms
• Specify rooms as reservable for working space (if you have a license for the Reservations module)
• Specify rooms as reservable for meeting space (if you have a license for the Reservations module)

Import your employees into Archibus and assign employees to rooms

You can enter employees directly into Archibus. Or, you may have a list from your Human Resources department that you can import. Once the employees are listed in Archibus, you can assign them to rooms.

• Ensure rooms have capacity values (4:15)
• Bulk import employees (5:23)
• Add individual employees (1:39)
• Assign employees to rooms (3:35)