Quick-Start / Space

How to Manage Space and Occupancy

This section of the Quick-Start help covers using the Space Console to review your space data and update it as necessary. These topics assume that you have already developed your space inventory, and are now using the Space Console to maintain it. Similarly, the topics focus on assigning space to employees that you've already created or imported.

The following is a list of the most-frequently accessed tasks and queries. As you work with the Space Console and its filter and highlighting features, you will find that you can combine these features in many ways to create a myriad of queries.

Use the Space Console's tools

Explore the Space Console

Hide and Display Data (Select Fields)

Export Space and Occupancy Data to Excel and Word

Add New Data

Edit Data

Floor Plan Tools

Change the Pan and Zoom of Displayed Floor Plans

Highlight Rooms in your Floor Plan by One Property

Highlight Rooms in your Floor Plan by Two Properties

Include Labels on the Floor Plan

Export Highlighted and Labeled Floor Plans to Word or PDF

Examine space usage

Review Rooms for a Particular Division or Department

Review Rooms on a Floor Plan by Division or Department

Review Rooms by their Use (Room Category and Type)

Review Usable and Non-occupiable Space on a Floor

Review a Department's Vacant Rooms

Review Room Availability

Change a room's properties

Select Rooms on the Floor Plan and View or Change their Properties

Edit Multiple Rooms at Once

Change a Room's Division or Department Assignment

Change a Room's Category or Type Assignment

Delete a Room

Examine occupancy

Review Room Occupancy

Review Employee List

Create an Employee Occupancy Plan

Select Rooms on the Floor Plan and View or Change the Properties of Occupying Employees

Change employee occupancy

Assign Employees to Rooms

Remove an Employee from a Room

Create a New Employee and Assign to a Room

Move Employees to a Wait List for Available Rooms

Advanced: track additional data

Track Room-Size Definitions (Room Standards)

Advanced: additional Quick-Start tasks and reports

Space Quick-Start: Additional Tasks

Space Quick-Start: Reports