Edit an Allocation on a Stack Plan

Holds the text that will appear on the stack element's label.

If you are creating an allocation for an organizational unit that already exists (a business unit, division, or department), you can enter the organization's value. This way, you will easily be able to locate all stack elements for this organizational unit by examining their labels.

This is the case in the above image.

You can also enter free-form text in this field. For example, you may want to designate the allocation in a specific way, such as “Jim's Department.” Or, you may be allocating space to a new organizational group that does not yet exist and does not have an official name. For example, you could enter "future translation department" when planning for an international expansion.

The system will complete this field with the Allocation Event that this allocation is associated with. This text will appear in the Events pane.

You can enter a new allocation event to track this change by completing this field. The name you enter will appear in the Events pane. For example, in the above image the user has completed Event Name and Description to document the change that they are making.

If you want to move the allocation to another building or floor, you can enter them here. (You can also move an allocation by dragging and dropping.)

If you are editing another property of the allocation, such as its size, you can leave these fields with their current value.

Depending on the level at which the scenario is organized, the form will include these fields so that you can specify the allocation's organizational unit.

Note that one of the organization fields -- either Business Unit or Division Code-- is required, depending on the scenario level. It is not necessary that you complete the entire organizational hierarchy. This enables you to enter in a new allocation that may correspond to an intended future division, but one that's not part of the current background data.

The Date Start field will default to the As Of date or the Start Date, as referenced above. You can change it as desired.

If this floor is leased, (gp.allocation_type = Usable Area - Leased), the End Date will default to the end of the lease.

For temporarily allocated space, such as space temporarily required for a project, complete End Date with the appropriate date.

Even for indefinite occupancy of owned space, you should still include an End Date. You can enter a date that is far in the future ( e.g. 3000-12-31). This is necessary so that the Cost Forecast Wizard will properly allocate all cost forecasts.

This option controls the color by which the system will display this allocation on the stack plan. By default, the system uses the color of the Acad Highlight Pattern field of the organization (as specified in the Business Units, Divisions, or Departments table); it this field is not completed, the system generates a color for the allocation. For functional groups, the system generates a color. If you want to use the Acad Highlight Pattern color or a system-generated color, do not edit this option.

If you want to change the default color of an allocation element, click on this option's Set Color button. The system displays a form from which you can choose a color. Choose a color and the system completes the Highlight Pattern field with this color's AutoCAD color number and displays a swatch of the color on the form. This is the case in the above form.

On the stack plan, the system updates the allocation with this color. If you want this color to apply to all of the scenario's allocations that have the same organization, select the check box.

You can change the area by having the system calculate the area by entering this field and choosing Calculate Area. For example, if you know that you need approximately 10 percent more space to accommodate growth, you can enter "10" in this field and choose Calculate Area.

The system will calculate the area and display it in the Area field.

If you have defined the floor's Standard Area per Employee, you can change the area using the Employee Headcount and the Employees per Seat fields to calculate the area based on employee headcount.

For example, suppose you know that you need space for 10 employees and that each employee takes one seat. In this case, you can set Employee Headcount to 10 and Employees per Seat to 1 and then choose the Calculate Area button. The system will calculate the area as: Employee Headcount divided by Employees per Seat, multiplied by the floor's Standard Area per Employee.

For example, in the above image, each employee is allotted 80 square feet, so the system calculated the area required for 5 employees.

You can set the floor's Standard Area per Employee value from the Floor Details and Building Details forms (accessed by clicking on these entries in the Allocated Buildings pane).