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Space Planning & Management / Space Inventory & Performance / Space Manager / Assign Room Attributes and Occupancy task (Transactional)
Space Planning & Management / Space Personnel & Occupancy/ Space Manager / Assign Room Attributes and Occupancy task (Transactional)

Edit Room Properties Using Room Plans

As a space manager, you may need to change a room's properties in order to use the room for a different purpose. For example,you may need to assign a room to a new department or change a storage area into an occupiable room. You can do so directly from the CAD drawing by running the Assign Room Attributes and Occupancy task.

Users familiar with the physical location of a room may find this a convenient way to edit room information. It is also helpful to graphically see the location of rooms when making assignments. For example, you may wish to have all rooms of the same department located contiguous to each other. You can more easily see this relationship on a graphical floor plan drawing than you can in an alphanumeric listing.

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Note: You can also access this set of forms by choosing the Assign Room Attributes button when using the Space Planning Console.

To assign a department, room type, or room standard

1. In the Process Navigator, choose the Assign Room Attributes and Occupancy task.

2. The system presents a filter console, and a drill-down tree for selecting the floor plan.

• If you have several records to drill through, you may wish to use the filter at the top of the view. The filter limits the drill-down frames to showing just the data that you indicate in the filter.
• For example, if you want the drill-down frames to present only floors in the HQ building, set the Building Code to HQ in the filter console.

3. In the top panel, choose the room attribute to update: room standard, room type, department, or occupancy. (Occupancy is covered in Assigning Employees to Rooms Using Room Plans.)
4. Select the floor whose rooms you wish to edit. The drill-down frame presents only those floors for which CAD drawings have been developed.
5. Once you select the floor, the system presents its drawing in the right pane. For the selected room attribute, the drawing's rooms are highlighted according to the colors of the records.

• For example, if you choose room standards, the drawing highlights the rooms according to the colors of the assigned room standard values.
• For a listing of the values that each color represents, consult the records in the lower left frame.You can also mouse over a room to learn its assignment.
• If your desired value does not have an associated color, you need to first set this in the appropriate table. For example, if your desired department is not associated with a color, load the Background Data/Define Division and Department Highlight Colors task to set a color for this department.
• When assigning properties, you may want the drawing to display the current properties as text. You can do so by choosing the type of information (division, department, room category, etc.) to display in the Labels option.Typically, you need to zoom into the drawing in order to see this information displayed for each room. If you don't want to zoom in, you can hover over the room to see this information, as shown in room 101 in the above image.

6. To assign a property to a room, select its record in the lower left frame; for example, select the Department value Facilities-Design.
7. In the drawing, click on the room to which you want to assign the Facilities-Design department.
8. In the lower right frame, Assignments, the program lists the assignments that you make with this task. For example, in the above image, room 116 now displays in pink, the highlight color for the Facilities-Design department. Note that the text labeling the room (the asset text) is not updated until you actually save the change.
9. Continue making your changes and the system will redisplay the rooms in the appropriate highlight color  and list your changes in the Assignments frame.
10. Save your changes by choosing Save in the Assignments frame.

• At this point, the assignments are changed in the database and the labeling asset text is updated.
• The system automatically updates any Workspace Transaction records associated with the room.
• To cancel all your assignments, choose Revert All.

11. If you like, change another attribute on this same floor plan by choosing the attribute in the Attributes Type option. Repeat the above process to update this attribute on your drawing.
12. When you have finished updating this floor's rooms, you may select another floor plan in the left pane and update its rooms.

Note: Be aware that editing a room's assignments from the Web may require that you catalog the drawing in the CAD environment in order to update the asset text with changes made in Web Central. For example, suppose you change a room’s division and department assignment in Web Central. When you click Save, the program assigns the room to a new division and department, and updates the ARCHIBUS database accordingly. In Web Central, the highlight pattern for the Flash drawing changes to that of the new department or division, as do the room labels. However, when you view this drawing in CAD, if the drawing displays the division and department as asset text, you will see that the drawing displays the previous values. In the Smart Client Extension for AutoCAD or in the DWG Editor, simply run the Catalog command to synch the asset text to the assignments made in Web Central.

Note: The setting for the InferRoomDepartments application parameter affects how employee-related workspace transactions are created by this task. See Space Application Parameters.

Other Options for Assigning Room Properties

This topic focuses on assigning a department, room type, or room standard to a room using the Assign Room Attributes and Occupancy task. From this task, you can perform several other edits. See:

• Assigning Employees to Rooms Using Room Plans
• Sharing Rooms (Creating Workspace Transactions)
• Using a Room Form to Edit Room Properties
• Deleting Rooms