Space / Space Planning

Space Planning: Application Overview

Use the Space Planning application to plan and allocate space over a period of time so that you can track current data and project future needs and costs. By creating different allocation scenarios, you can evaluate and compare alternative plans.

With the Space Planning application, you can preform such tasks as:

The Space Planning application provides many options and is designed to provide a flexible working method for projecting space needs. For example, you can choose if you want to:

Concepts and Examples

Review these topics for an understanding of the main concepts and how you can use Space Planning to manage your space planning needs.

Concepts

Examples

Example 1: Plan for a Growth Forecast by Acquiring New Space

Example 2: Plan for a Growth Forecast Using Existing Space

Example 3: Join Together Different Departments as a Functional Group:

Example 4: Join Together Different Staff as a Functional Group

Example 5: Find Space for an Acquired Company

Example 6: Share the Portfolio Scenario with Others

General Procedure

The below procedure generally outlines a general method for allocating space and comparing different allocations.

The exact steps that you take will depend on your goals and the features that you implement. For example, you may choose to directly enter all allocations into the scenario, and not import space requirements.

Prerequisite: Define background data and space standards.

  1. Define your space inventory, room plans, and other background facilities data.
  2. Define space standards by completing the Room Standards table.

Step 1: Create current or forecast space requirements.

  1. Review these concepts:
  1. Document your space needs with these methods:
  1. As necessary, edit space requirement items. If working with a forecast, you need to enter the projected values for the forecast periods.
  1. If necessary, update your space requirement items with information from additional floors by adding baseline locations.
  2. View space requirements in a chart.

Step 2: Create a portfolio scenario.

  1. Create a portfolio scenario or create a new portfolio scenario from an existing one
  2. Add space to the scenario:
  1. Document a floor's unavailable area.
  2. Add your space needs to the scenario
  3. Optional: Delete or edit a portfolio scenario.
  4. Optional: Link a project to a portfolio scenario.

Step 3: Work with a scenario's stack plan to allocate space.

  1. Review these concepts:
  1. Become familiar with the Stack Plan tab of the Space & Portfolio Planning Console
  1. Work with the stack plan to:
  2. Further work with a portfolio scenario:

Step 4: Analyze scenarios and share them with others.

  1. Review theGap Analysis chart, which is available from the Space & Portfolio Planning Console.
  2. Review the Proposed Moves, Portfolio Comparison, and other reports.
  3. Output a portfolio scenario to PowerPoint.