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  1. Home
  2. Archibus Knowledge Center
  3. Welcome to Archibus
  4. Application Overview

Application Overview

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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
    • Usage Notes for SaaS Deployments
  • 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
      • Workplace Usage Notes
    • 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
            • 0862_Examples
            • 0869_Create and Get Started with Scenarios
            • 0880_Stack Plan
            • 0885_Work with a Scenario's Stack Plans to Allocate Space
            • 0893_Working with Functional Groups
            • 0900_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
        • 118 Security Overview
          • Hierarchical Security (Overview)
        • 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
          • VPA Groups Use Case: Building Code List - Assigning 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
        • Database Schema Revision History
        • Upgrade Notes
        • Upgrading your Database to V.25.1
        • Upgrading your Database to V.25.3
        • Continuous Database Updates
      • 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
          • 479 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 Video Library
    • 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
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  • No image availableCapital Projects Domain
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  • No image availableAssets Domain
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  • No image availableSustainability & Risk Domain
  • No image availableWorkplace Services Domain
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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
  • Archibus Support Policy
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