Edit a scenario using the stack plan
Edit a scenario using the stack plan to allocate spaces to departments, cost centers, workplace entities, or neighborhoods.
Before you begin
Ensure that you have created a scenario, and it is in the Draft state. For more information, see Create a scenario.
Important: If allocation changes in your instance impact the scenario, the system displays a warning on the Space Details panel. You must review the changes, edit the scenario accordingly, then select Move to valid before continuing. For more information about allocation changes, see Reviewing allocation changes.
Space details panel displaying a warning about reviewing allocation changes.
Role required: sn_wsd_spcmgmt.space_planner, sn_wsd_spcmgmt.scenario_reader (read only; to view a scenario)
Procedure
Navigate to one of the following locations:
- All > Workplace Central > Workplace Central.
- All > Scenario Planning > My Scenario Plans You can also open Workplace Central from the Employee Center by navigating to Workspaces > Workplace Central.
The Workplace Analytics dashboard opens.
Select All scenarios, then select the scenario that you want to edit.
By default, the scenario opens in the Stack plan tab.
On the Space details pane, on the View options card, select Edit scenario.
The Group by option is automatically filled based on the Allocation type [sn_wsd_core.ALLOCATION_TYPE] system property.
Select the Accordion panel icon (
Accordion icon for a building to show or hide floors within a building.\) for the building that you want to edit.
You can expand an accordion to display the floors of a building. If your scenario contains multiple buildings, the accordion of the last building is expanded by default.
- When you select a building to see the floors, the borders of the selected building are highlighted.
- When you select a floor on the Stack plan to view the spaces or allocations, the borders of the selected floor are highlighted.
- When you select a bar or space to view the number of allocated spaces, the borders of the selected bar or space are highlighted.
- Edit the stack plan based on your requirement.
| Action | Steps |
|---|---|
| Zoom in or out on the stack plan | Use the zoom options \( Image omitted: zoom-options.png Zoom options.\) on the stack plan. |
| Resize a bar |
The spaces are allocated from or added to the selected entity. This step is applicable if the Group by option is Workplace Entity.
|
| Move a bar to a different floor |
This field can't be edited if Assign to building value is Clipboard.
The spaces are allocated from the selected entity. This field is applicable if the Group by option is Workplace Entity.
|
| Drag a bar to a different floor | 1. Drag the bar to the floor that you want to move it to. 2. On the space selection pop-up, select unallocated spaces or a parent entity. This step is applicable if the Group by option is Workplace Entity. |
Parent Topic:Viewing or editing a scenario
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