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Space Planning & Management

Transactional vs. Non-Transactional Methods

The Space Planning & Management domain offers two method for managing space inventory and personnel:

• a method this is based on workspace transactions and requires a license to the ARCHIBUS Service Desk or Move Management applications. This method enables you to track changes over time.
• a method that is not based on workspace transactions and does not track changes over time.

Your can choose between the non-transactional method and the transaction-based method.

The two methods share some tasks, and have their own specific tasks as well. Accordingly, as you work through the online help topics, you will find that some topics are specific to a particular method, while other topics pertain to both methods.

Non-Transactional Method

With the non-transactional method, you create a space inventory of rooms, groups, or both, as well as track the personnel occupying these rooms and charge departments for the space that they use. With this method, you do not track space changes over time with workspace transactions.

Transactional Method

With the transactional method, you have all of the space inventory and personnel inventory features as described above for the non-transactional method. Additionally,this method records changes to room assignments (such as changes to employee assignment, department assignment, type,and category) as a series of Workspace Transactions records. Space changes recorded in Workspace Transactions can result from space reassignments as well as departmental requests to claim space, group moves, and individual moves.

Some of the features of workspace transactions are:

• tracking employees to multiple locations, with one of those locations identified as the primary location and others as satellite locations.
• tracking how rooms are shared
• tracking how space and occupancy change over time, which enables historical space reporting and trend analysis
• processing space requests (move requests and departmental claims and releases of space) with a definable workflow that may involve approvals and notifications. This workflow can reflect business practices at your site and can ensure that all space requests are processed according to the same standards and conventions.

• working from a consolidated Space Planning Console. Space planners can use one consolidated view with which to see all workspace attributes and occupancy information, including departmental assignments, categories, employee locations, and pending requests. They can click on timeline to see past changes or future plans and right-click on a room to make changes, share the room, or edit pending requests.

Setting the Method for your Site

ARCHIBUS ships with the Workspace Transactions feature turned off. This means that:

• The product does not record transactions on changes to rooms and room assignments.
• You do not need the Enterprise Move Management application or the Service Desk application to perform Space Management functions.
• The system displays the non-transactional Process Navigator and its views and reports.

If you want to work with the workspace transaction features, you must enable these features. Enabling the workspace transaction features:

• Turns on the data change events that track transactions as you edit rooms and employees in the Smart Client, the Smart Client Extensions for AutoCAD and Revit, and in Web Central.
• Turns on the integrated forms for working with room categories, types, standards, moves, and service requests all in one place.
• Enables the integrations between Workspace Transactions and Enterprise Move Management and Service Desk.
• Displays the transaction-based Process Navigator.

Set the program to the appropriate method using the System Administration/ARCHIBUS System Administration/ARCHIBUS Administrator - Application Configuration/Enable Workspace Transactions task.