Prerequisites

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Small Move Plan

Before you add the workpoint(s), find out the following:

• workpoint(s)
• location

Large Move Plan

Before you add the move plan data, find out the following:

• org unit
• location

Add Workpoints using the Simple Add

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You can add people by the workpoint(s).

1. From the BOS Project Overview screen, click the BOS Move Plan. The BOS Project Details screen displays.
2. Click the BOS Plan Moves Data icon. The BOS Plan Moves Data screen displays.
3. Select the Phase Number.
4. Click the + Add icon.
5. Click the Workpoints tab.

6. In the Add Migration Manager field, enter the name of the Migration Manager.

7. Click the Location selector, to search for or navigate to a building and floor. When you have the location selected then when you search for a team your search results will be restricted to the location.

8. In the Add Workpoints field, enter the workpoint number. If you want to add multiple workpoints, then enter in more workpoint numbers. If you want to remove a workpoint number then click the X.

9. Before you use this toggle, make sure you understand the Use Live VBS location feature, this is described below. By default, the Use Live VBS location is toggled off and if you want to use the live VBS location then click the toggle to turn it on. 

10. Click the Add to move plan button.

The people who are the occupants of the workpoint(s) are added as BOS Move Rows.

Add Workpoints using the Advanced Add

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You can add people by the workpoint(s).

1. From the BOS Project Overview screen, click the BOS Move Plan. The BOS Project Details screen displays.
2. Click the BOS Plan Moves Data icon. The BOS Plan Moves Data screen displays.
3. Select the Phase Number.
4. Click the + Add icon.
5. Click the Workpoints tab.
6. Click the Advanced add tab.

7. In the Add Migration Manager field, enter the name of the Migration Manager.

8. In the Find by org unit selector, either select or enter an Org Unit.

9. Click the Location selector, to search for or navigate to a building and floor.

10. Select the Working Style option button either Fixed and flexible, Only fixed, Only flexible.

11. Before you use this toggle, make sure you understand the Use Live VBS location feature, this is described below. By default, the Use Live VBS location is toggled off and if you want to use the live VBS location then click the toggle to turn it on. 

12. Click the Add to move plan button.

The people who are the occupants of the workpoint(s) are added as BOS Move Rows.

Use Live VBS Location Toggle

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When you toggle on the Live VBS Location, this will bring in the BOS Occupant's current location from the Live VBS data and this will populate the From Location. 

Add by Workpoint into a Multi-Phase BOS Move Plan

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You can add by workpoint to populate the person or people into into a multi-phase BOS Move Plan.It is important to understand the behavior when you add a workpoint which has a reference to a previous phase or when you add a workpoint which has no reference to a previous phase.

Add by Workpoint into Multi-Phase and the workpoint has multiple references in earlier phases

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This example demonstrations:

Workpoint referenced has multiple references in earlier phases

If the workpoint is reference in multiple (earlier) phases and the workpoint is added in a future phase then multiple rows are added.

Workpoint has an Occupant in the Live VBS

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This example demonstrations:

Workpoint has an Occupant in the Live VBS

If the workpoint is referenced in an earlier phase AND the occupant has not been referenced in an earlier phase then a separate move row will be added.

• In Phase 1, Elizabeth is moving from 9.1 to 9.2.
• In Phase 2, the workpoint 9.2 is added with Elizabeth as the occupant (from Phase 1 data) and the moves are linked. Also, a separate move row is added for James as he is the current occupant of 9.2 and he is not referenced in earlier phases.