Eptura Engage and Eptura platform services

Region

Engage gets the Region name value from the Site Name associated with the Site that belongs to the parent Region (or Subregion) in Portfolio Manager.

• Engage Region name = Portfolio Manager > Region > Site > Site Name

Region or Subregion

Engage does not use any Portfolio Manager > Region or Subregion values:

• ❌ Region name
• ❌ Region code
• ❌ Specs

Country

Engage gets the Country name value from the Country selected for the Location of the Site in Portfolio Manager.

• Engage Country name = Portfolio Manager > Region > Site > Location > Country

Country values set in Engage

Set the following Country values in Engage > Locations > Country:

• Country code
• Currency code
• Time format
• Short/long date formats
• First day of week

Site

The Engage Country name value is retrieved from the Country selected for the Site, not the Country selected for the Building.

Note: The Country selected for the Building is not used by Engage.

Site field values used by Engage:

• ✔️ Site Name - updates the Engage Region name value
• ❌ Site Code
• ❌ Site Type
• ❌ Designate as Campus
• ❌ Address 1 and 2
• ✔️ Country - updates the Engage Country name value
• ❌ State
• ❌ City
• ❌ Postal Code
• ✔️ Time Zone - updates the Engage Location Time zone value.
• ❌ Time Format (set in Engage > Country)
• ❌ Specs
• ❌ Operating hours

Location

Engage gets the following Location values from the Portfolio Manager:

• Location Name - from Portfolio Manager > .. > Building Name
• Time Zone - from Portfolio Manager > Site > Location settings
• Geolocation - from Portfolio Manager > .. > Building > Location settings

Location values set in Engage

Set the following Location values in Engage > Location:

• Status (open/close locations and floors)
• Eptura Asset URL
• Mandatory cost center override
• CC payment and cost code enabled
• Enable self-certification 

The Engage Location > 'All Floors on grid' setting (which enables 'All' floors to be selected on the meeting spaces booking grid), is hidden and enabled by default.

Building

Building field values used by Engage:

• ❌ Building Status
• ✔️ Building Name - updates the Engage Location name value
• ❌ Building Code
• ❌ Building Type
• ❌ Address 1 and 2
• ❌ Country (Engage gets the Country name value from Site > Country)
• ❌ State
• ❌ City
• ❌ Postal Code
• ✔️ Map Coordinates
• ❌ Specs
• ❌ Operating hours

Floor

No floor settings are configured in Engage.

The Engage Location > 'All Floors on grid' setting (which enables 'All' floors to be selected on the meeting spaces booking grid), is hidden and enabled by default.

Floor

Floor field values used by Engage:

• ✔️ Floor Name - updates Engage Floor name (FloorAlt)
• ❌ Designate as ground floor
• ✔️ Floor Number - updates Engage Floor number
• ❌ Specs

Floor plans

Floor plans can be uploaded via Engage > Application setup > Floor plans. However, this option is disabled if floor plans are uploaded via the platform services..

Floor plans

AutoCAD and Revit floor plans are supported.

Workspace types

Engage gets the following Workspace Type values from Space Types:

• Name - from Space Types > Space Type Name
• Resource Type - from Space Types > Usage*

*Note: 'We' Usage = 'Meeting spaces' Resource Type; and 'Me' Usage = 'Hourly personal spaces' and 'All-day personal spaces' Resource Type.

Workspace type values set in Engage

Set the following Workspace type values and options in Engage:

• This is a workspace: enabled by default (all-day spaces only)
• Sets user as in-office: disabled by default (all-day spaces only)
• Attributes

Space Types

• ✔️ Space Type Name - updates the Engage Workspace type name
• ❌ Space Type Code
• ❌ Classification
• ❌ Color
• ✔️ Usage - see below*
• ❌ Default Capacity (Engage resources get the default capacity setting from the Capacity setting for the Space, not the Space Type).
• ❌ Default Space Function (Engage resources get this setting from the Space, not the Space Type).

*Usage notes:

• 'We' Usage = 'Meeting spaces' Resource Type
• 'Me' Usage = 'Hourly personal spaces' and 'All-day personal spaces' Resource Type.

Resource

Engage gets the following Resource values from the Portfolio Manager Space:

• Name - from Portfolio Manager > Space > Space Name (or Common Name if set).
• Workspace type - from Portfolio Manager > Space > Space Type
• Location: from Portfolio Manager > ... > Building
• Floor: from Portfolio Manager > ... > Floor

Resource values set in Engage

Set the following Resource values and options in Engage:

• Status
• Group
• Vendor
• Cost / VAT values
• Meeting space image (meeting space resources only)
• Meeting space messages (meeting space resources only)
• Wayfinder URI (all-day personal space resources only)
• Internal Meeting space booking rules (meeting space resources only)
• Seating options (meeting space resources only)
• Setup and clean down times (meeting space resources only)

Space

• ✔️ Space Name - updates the Engage Resource name, unless a 'Common Name' is set, in which case, the Common Name is used instead.
• ✔️ Common Name (if set) - updates the Engage Resource name
• ✔️ Space Type - sets the Engage Workspace type
• ❌ Classification
• ❌ Color
• ✔️ Capacity - updates the default capacity of the Engage meeting space resource.
• ✔️ Default Space Function - see below*
• ❌ Specs
• ❌ Email address of space
• ❌ Email address for video conferences

*Default Space Function notes:

• 'Bookable' Space Function = Engage 'Bookable' booking type for meeting spaces and personal space resources.
• 'Assignable' Space Function = Engage 'Fixed' booking type for personal space resources.
• 'Flexi' Space Function = Engage 'Flexi' booking type for personal space resources.
• ❌ 'Open' Space Function = Not pulled into Eptura Engage.
• ❌ 'Retained' Space Function = Not supported by Eptura Engage.
• ❌ 'Shared' Space Function = Not supported by Eptura Engage

Groups (resource)

Groups that manage the booking rules for selected resources are configured entirely in Engage.

n/a