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Space Planning & Management / Space Inventory & Performance / Room Inventory - Set Up & Manage (Transactional)
Space Planning & Management / Space Inventory & Performance / Room Inventory (Non-Transactional)
Space Planning & Management / Space Inventory & Performance / Space Manager (Transactional)
Space Planning & Management / Personnel & Occupancy / Background Data (Transactional)
Space Planning & Management / Space Chargeback
Update Area Totals
To ensure that the reports use your latest data, be sure to run this action prior to viewing the inventory, personnel and occupancy, or chargeback reports. If you do not first run this action, the reports will present data from the last time that the action was run. Any changes in area boundaries or how an area is assigned will not be reflected in the reports.
Note: Before running this action, which works with Room Area values, be sure that you have copied any manually-entered area values (the Room Area Manual Entry field) to the Room Area field by running the Update Room Area from Manual Area task.
To run the calculations:
- On the Process Navigator, choose Update Area Totals.
- The system will prompt you for a date range. (If you are using the Space Inventory - Non-Transactional method, you will not be prompted for a date range.)
- If you want a history of your space so that you can see how it has changed over time, enter a date range.
- If you want a snapshot of your space usage as of today or any particular date, enter the same date for Start Date and End Date.
- For more information, see Calculating Data: Generating a Snapshot or an Historic Average.
- Choose Start Job.
- The system will inform you when the calculations are complete. For details on the calculations that the task runs, see: