Using the Stacking Diagram

Show People

The default view is to display floor information for People grouped by Department.

• Click the More Actions    icon to display the advanced fields.

The Stacking diagram can further display:

• For the Calculate toggle, either select count or percent; this is the percentage of total space on the floor. The calculate is the overall usage of the floor.
• For the Lowest Depth Available toggle, either select hide or show lowest allocation depth.

When you show the lowest depth of the category, then the diagram displays the following.

Show Spaces

The Stacking diagram can further display:

• For the Calculate toggle, either select count or percent; this is the percentage of total space on the floor. The calculate is the overall usage of the floor.
• For the Non-occupiable Spaces toggle, select either hide or show non-occupiable spaces. 
• For the Vacant Spaces toggle, select either hide or show vacant spaces.
• From the Show Categories For drop-down, select either: People and Spaces, People Only, or Spaces Only.

Show Area

The Stacking diagram can further display:

• For the Calculate toggle, either select count or percent; this is the percentage of total space on the floor. The calculate is the overall usage of the floor.
• For the Non-occupiable Spaces toggle, select either hide or show non-occupiable spaces. 
• For the Vacant Spaces toggle, select either hide or show vacant spaces.
• From the Show Categories For drop-down, select either: People and Spaces, People Only, or Spaces Only.

Grouped By

1. From Grouped By drop-down, select the group. For example, Space Type, Org Structure, Cost Center, Campus, Region. These are based on categories that are set up by your Administrator.

For example, the Spaces are grouped by the Space Type.

View the Floor

You can view the floor's category details and stacking colors on the floor plan.

View the Sidebar

You can display the Sidebar that contains the capacity legend.

1. Click the Actions menu.
2. Click the Show Sidebar option.

The sidebar displays the legend where you can see the capacity of each floor. 

• Capacity Legend - The legend displays the capacity indicator lights definition and the department's colors.
• Over Capacity - Where a floor is over capacity and an indicator line displays.
• Capacity Indicator Lights - These are a quick indication of the capacity and they display as green, yellow, or red. Hover over the indicator to see the capacity statistics.

Open an Existing Move Plan

You can open an existing move plan.

1. Click the Actions menu.
2. Click the Option option. The Open Plan dialog displays.

3. Either select a move plan from the list or search for a move plan and then select it.

The move plan displays and now you can start working with the Shelf.

Create a Forecast Move Plan

You can create a forecast to predict the percentage or count increase or decrease for a building or department.

1. Click the Actions menu.
2. Click the Create a Forecast option. The Create a Forecast dialog displays.

3. From the Calculate percentage from occupancy of drop-down, select the building.
4. From the Department drop-down, select either All categories in Department, All categories in (building), or a department.
5. In the number spin box, enter or select the number.
6. For the percentage or count toggle, either use the default % or click the %  icon to change this to count .
7. Click the Add  icon.
8. If you want to add another department, repeat the steps 4 to 6.
9. Click the Submit button. The Create a New Plan dialog displays.

10. In the Plan Name field, enter the name of the plan.
11. From the Move Center drop-drop, select the center.
12. Click the Create button.

The forecast move plan is created.

Create a new Move Plan

You can plan moves across buildings and these plans are in a planning area and will not affect your data in your Space Module.

The Shelf is where you can temporarily drag and drop groups of people without adding them to any floor or building. Then you can switch to a different building in your portfolio and move the people to the new location. 

You can display the Sidebar that contains the capacity legend.

1. Click the Actions menu.
2. Click the Show Sidebar option. The Sidebar displays.
3. Click the Switcher icon. The Shelf displays.
4. From the Stacking diagram, drag and drop a team (department) to the the shelf. The Create a New Plan dialog displays.

5. In the Plan Name field, enter the name of the plan.
6. From the Move Center drop-drop, select the center.
7. Click the Create button. 

The move plan displays and now you can start working with the Shelf.

Working with the Shelf to move Teams

When you have a Move Plan open and your Shelf contains team(s) then you can move them from the Shelf to either another floor or to another building's floor.

Split a Team

If you need to split a team and move it.

From the Stacking Diagram, complete the following:

1. Click on the team. The Split "team" dialog dialog displays.
2. Either use the slider to alter the split count or enter in the split numbers.
3. Click the Save button.

The split team displays in the Staking Diagram.

View the Move Plan's Details

When you are working on the move plan, you can display the details.

From an existing Move Plan, complete the following:

1. Click the See Plan Details button. The Plan Details screen displays.

This displays the following:

• Summary
• Moves
• Shelf
• Forecasts

Save a Copy of a Move Plan

As you refine your Move Plan, you can copy the plan and make adjustments until you reach the final approved plan.

From an existing Move Plan, complete the following:

1. Click the Actions menu.
2. Click the Save a Copy option. The Save a Copy dialog displays.

3. In the Copy Name field, enter the name of the plan.
4. By default, the Open Copied Plan check box is checked to open the duplicated plan.
5. Click the Copy button.

Delete a Move Plan

If you no longer need a move plan, it can be deleted.

1. Click the Actions menu.
2. Click the Open Plan option. The Open Plan dialog displays.
3. For the move plan you want to delete, click the Delete  icon. The message displays, "Are you sure you want to delete the move plan?
4. Click the Yes button.

Save a Move Plan as a PDF

The print will let you save a copy of the Move Plan as a PDF which can be sent to a Manager for approval and then keep as post-approved documentation.

1. Click the Actions menu.
2. Click the Print option. The Print dialog displays.
3. From the Destination drop-down, select Save as PDF.
4. Click the Save button.

Enter or Exit Fullscreen

When you are working on your Move Plan, then you can display it in fullscreen mode.

1. Click the Actions menu.
2. Click the Enter Fullscreen option. The Stacking Diagram screen displays in fullscreen mode.

Close the Move Plan

You can close the move plan.

1. Click the Actions menu.
2. Click the Close Plan option. 

The move plan closes and you are returned to the Stacking Diagram.