FM:Interact – Headcount Scenario Planning
Document Release Date: 3/29/2018
Edition: 4
1 FM:Interact – Headcount Scenario Planning
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2 FM:Interact – Headcount Scenario Planning
Table of Contents Overview ......................................................................................................... 2
Lesson Objectives ............................................................................................ 2
Prerequisites ................................................................................................... 2
Scenario Planning by Headcount .................................................................... 3
Accessing the Scenario Planning by Headcount View ............................ 3
Managing Scenario Planning by Headcount Projects ............................. 3
Overview the Scenario Planning by Headcount View ............................. 4
Overview Stacking Window .................................................................... 6
Overview Blocking Window .................................................................... 7
Activity 1: Create a Scenario Planning Project ........................................ 8
Scenario: .................................................................................................. 8
Procedure: Create a Scenario Planning by Headcount Project ............... 8
Activity 1, Part 2: Create Project Scenarios............................................. 9
Procedure: Create Scenario Options ....................................................... 9
Activity 2, Part 1: Analyze a Floor to Floor Move .................................. 10
Scenario: ................................................................................................ 10
Procedure: Move Finance Department from Floor 7 to Floor 6 ........... 10
Activity 2, Part 2: Analyze a Partial Department Move ........................ 14
Scenario: ................................................................................................ 14
Procedure: Move a portion of the Finance department to Colorado... 14
Procedure: Resolving the “unresolved” list .......................................... 17
Procedure: Assign employees to the Colorado floor ............................ 18
Activity 3, Part 1: Floor to Unplaced Move ........................................... 19
Procedure: Create a new phase in the Floor to Floor move scenario .. 19
Procedure: Create a new building on the Chicago site ......................... 20
Activity 3, Part 2: Floor to Departure Move .......................................... 21
Procedure: Create a new phase in the Floor to Floor move scenario .. 21
Procedure: Add employees to the Departure list ................................. 22
Procedure: Export the new floor stack for the Finance Floor to Floor
Move scenario ....................................................................................... 22
Activity 4, Part 1: Growth/Turnover in the company ........................... 23
Procedure: Create a growth forecast phase ......................................... 23
Procedure: Distribute growth across groups in the department .......... 25
Procedure: Assign forecasted employees to seats in the Chicago site . 26
Procedure: Create a departure forecast phase .................................... 27
Procedure: Select employees who will be terminated ......................... 29
Activity 4, Part 2: Create a sync phase to analyze the growth/turnover
in the company ..................................................................................... 32
Procedure: Create a Sync Phase ........................................................... 32
Activity 4, Part 3: Promote a Scenario and Phase ................................. 31
Procedure: Promote the Scenario......................................................... 31
Procedure: View the Scenario Planning Move Project ......................... 33
Activity 5: Reconfigure an Existing Floor Plan for Scenario Planning 34
Introduction ......................................................................................... 34
Procedure: Reconfigure an Existing Floor ......................................... 34
Activity 6: Using a New Floor Plan for Scenario Planning .................... 36
Introduction ......................................................................................... 36
Procedure: Use a New Floor Plan for Scenario Planning ................. 36
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Activity 7: Converting a Scenario Planning Drawing to Production ... 38
Introduction ......................................................................................... 38
Procedure: Convert a Scenario Planning Drawing to Production ... 38
The Last Step ........................................................................................ 39
2 FM:Interact – Headcount Scenario Planning
Overview The FM:Interact Strategic Planning module, Scenario Planning by Headcount and Scenario Planning by Space Standards Views are used to resolve specific
occupancy problems. Strategic Planning helps space planners translate business requirements into space requirements.
Lesson Objectives Upon completing this lesson, you will be able to:
• Define Scenario Planning in terms of Facility Management.
• Identify key features and functionality of the Strategic Planning Module.
• Outline the process of creating, analyzing and implementing simple scenarios.
• Complete necessary tasks prior to using the Strategic Planning Module.
• Change the format of drawings to better use them within the Module.
Prerequisites Before beginning this activity guide, it is recommended that you complete the following the courses:
• SPC 101: Getting Started with Space Management
• AutoCAD for FM:Interact
• ADM 101: Getting started as an FM:Interact Administrator
• Getting Started with the FM:Interact Move Management Module
During this course, we will not cover topics discussed in the recommended course list above. To register for the recommended courses go to
http://fmsystems.grokcloud.com or contact us at [email protected] to book a private training session.
Note: FM:Interact
version 2017.2.82
was used in the
creation of this
activity guide.
3 FM:Interact – Headcount Scenario Planning
Scenario Planning by Headcount
Accessing the Scenario Planning by
Headcount View
In FM:Interact, navigate to Strategic
PlanningViewsScenario Planning
by Headcount.
Managing Scenario Planning by Headcount
Projects
In the Scenario Planning by Headcount view:
• Creating a new Scenario Planning by
Headcount Project
o Click the “Add” button to create
a new scenario planning by
headcount project
• Editing a Scenario Planning by
Headcount Project
o Select an existing project from
the view grid and click “Edit” to
modify the scenario planning by
headcount project
• Deleting a Scenario Planning by
Headcount Project
o Select an existing project from
the view grid and click “Delete”
to delete the scenario planning
by headcount project
4 FM:Interact – Headcount Scenario Planning
Overview the Scenario Planning by
Headcount View
In FM:Interact, navigate to Strategic
PlanningViewsScenario Planning
by Headcount.
1. View Name/Actions – The view name is
“Scenario Planning by Headcount”. The
action buttons are “Add” and “Delete”.
The “Add” button allows users to create
a new Scenario Planning by Headcount
project. The “Delete” button allows
users to delete existing Scenario
Planning by Headcount projects.
2. Project(s) – The Scenario Planning by
Headcount projects are listed as rows in
the view grid.
3. Project Details Tab – The project details
tab displays key information about the
project such as the project name,
description, start date, end date,
project type, creator and geographic
scope.
4. Project Information Tab – The project
information tab allows users to manage
important dates, contacts,
Documents and notes.
5. Requirements Tab – The requirements
tab allows users to create spatial
requirements, adjacency requirements
and general requirements that the
space planner can review while
managing the occupancy on each site,
building and floor.
5 FM:Interact – Headcount Scenario Planning
6. Scenarios Tab – The scenarios tab
allows user to create and manage
scenarios. Including the ability to open
a scenario, edit the project details, copy
scenario, promote the scenario and
reject the scenario. In addition to
managing the scenario, the scenario tab
also displays the status, cost and date
modified.
7. Project Restrictions Tab – The project
restrictions tab allows the space
planner to restrict the rights and
privileges that users have while working
on the scenario planning project. E.g.
Space Planners can restrict users from
promoting scenarios and phases.
6 FM:Interact – Headcount Scenario Planning
Overview Stacking Window
1. Title Menu Bar – The title menu allows
users to navigate between scenarios
and the stacking and blocking windows.
Users may click the scenario dropdown
to access the scenario actions menu
and change scenarios.
2. Phase Menu Bar – The phase menu
allows users to navigate between
phases and create/manage existing
phases.
3. Group Codes Container – The group
codes container lists out the
departments that are available for
space occupancy planning in the
stacking area.
4. Unplaced Container – The unplaced
container lists out the departments and
sub-groups that are not placed on a
floor.
5. Departure Requirements Container –
The departure requirements container
list out the departments and sub-groups
that are being removed or terminated
from the company.
6. Selected Container – The selected
container displays the departments or
sub-groups that are currently selected in
the stacking window.
7. Requirements Container – The selected
container displays the space planning
requirements. The requirements are for
reference only and do not restrict space
planning.
8. Floors Container – The floors container
displays the floors that are available for
stacking. The ‘ + ‘ symbol in the
container allows users to add new
buildings and floors to the scope of the
project.
9. Stacking Container – The stacking
container allows users to drag and drop
departments and partial department
groups from one floor to another floor in
the stack, from a floor to unplaced
container and from a floor to departure
requirements container.
7 FM:Interact – Headcount Scenario Planning
Overview Blocking Window
1. Unplaced Container - The unplaced
container lists out the departments and
sub-groups that are not placed on a
floor.
2. Group Codes Container - The group
codes container lists out the
departments that are available for
space occupancy planning in the
stacking area.
3. Selected/Departures/Requirements
Container – The selected, departures
and requirements container lists
departments and sub-groups that are
selected or departing. As well as the
requirements that have been defined
by the space planner.
4. Blocking Container – The blocking
container allows users to drag and drop
employees to vacant space on the
graphic view.
5. Floor Blocking Dropdown – The floor
blocking dropdown allows users to
navigate between floors while inside the
blocking window.
8 FM:Interact – Headcount Scenario Planning
Activity 1: Create a Scenario Planning
Project
Scenario:
In this activity, you are the space planner for
your organization. You have been asked to
compare and analyze several scenarios
including: the impact of moving the finance
department to another floor, moving some
of the finance department to another floor,
growth in the company and turnover in the
company.
Procedure: Create a Scenario Planning by
Headcount Project
1. Launch FM:Interact and sign-in using the
credentials below:
a. Username: administrator
b. Password: fms
2. Navigate to the Scenario Planning by
Headcount view, Strategic
PlanningViewsScenario
Planning by Headcount
3. Click the “Add” button to create a new
Scenario Planning by Headcount project.
4. In the Name field, type the name of the
project “Seating Changes”.
5. In the Description field, type the
following: “Analysis of changes to the
finance department and company
growth/turnover.”
6. Choose the Start Date of today’s date.
7. Choose the End Date of three months
from the start date.
8. Click “Submit” to create the project.
9 FM:Interact – Headcount Scenario Planning
Activity 1, Part 2: Create Project Scenarios
In this activity, you will create scenario
options to analyze each potential change.
Procedure: Create Scenario Options
1. From the Scenario Planning by
Headcount view grid, select the “Seating
Changes” project.
2. From the details panel, select the
“Scenarios” tab.
3. In the Scenarios tab, click the “Create
New Scenario” button.
4. From the Project Sites pop-up window,
click the checkbox for Chicago and
Colorado.
5. Click “Add Selection” to add the sites to
the project.
6. From the Create New Scenario pop-up
window, type the name “Finance Floor
to Floor Move”.
7. Click “Save” to create the scenario.
8. Repeat steps 1-7, using the following
scenario names in step 6:
a. “Partial Finance Move”
b. “Company Growth/Turnover”
10 FM:Interact – Headcount Scenario Planning
Activity 2, Part 1: Analyze a Floor to Floor
Move
Scenario:
In this activity, you are a space planner and
you have been tasked with analyzing the
impact of moving the Finance Department
from floor 7 to floor 6.
Procedure: Move Finance Department
from Floor 7 to Floor 6
1. In the scenarios tab, click the “Finance
Floor to Floor Move” link to launch the
pre-landing page and begin defining the
project scope.
2. On the pre-landing page click “Manage
Buildings or Floors”.
3. For the Chicago site, check the
checkboxes for the 900 Western
Headquarters Building and 6th & 7th
Floors.
4. For the Colorado site, check the
checkboxes for the 200 Oak Park
Building and 1st & 2nd Floors.
5. Click “Save” to save the selected
buildings and floors.
NOTE: FM:Interact creates a utilization
graph for each selected building based
on the data stored in the G0 and NA
table. The data from each table is copied
into new tables to allow space planners
to analyze scenarios without impacting
production tables.
11 FM:Interact – Headcount Scenario Planning
6. Click “Select All” button to add all floors to
the stacking bar.
7. From the Floor Stacking window, click the
“Phases” dropdown and select “Manage”.
8. From the Manage Phases window, click the
“Add” button to add a new phase.
9. Select the “Reorganize” phase type since we
are moving employees from one location to
another location.
10. Type the name “Floor to Floor Move” in the
Phase Name field.
11. Select a date one week from today in the
Phase Date field.
12. Click “Submit” to create the new phase.
13. Close the Manage Phase window by clicking
the “x” at the top right of the window.
14. From the Phase Menu bar select the “Floor
to Floor Move” Phase.
15. From the Group Codes container select the
Finance Department. NOTE: With the
Finance Department selected notice on the
stacking bars how the Finance bar pops out.
16. Click and drag the Finance bar from the 900
Western Headquarters building floor 7 to the
900 Western Headquarters building floor 6.
17. Click “Save” to save the floor to floor move.
12 FM:Interact – Headcount Scenario Planning
13 FM:Interact – Headcount Scenario Planning
Procedure: Assign employees to Seats
1. Click the 900 Western Headquarters
stacking bar room number to launch the
blocking window.
2. In the Unplaced container, expand the
Finance department and Not Seated list.
3. Click the Graphic View dropdown and
select the SP-Vacant graphic view.
4. Drag and drop all the unseated finance
employees to the open spaces on the
floor.
5. When all finance employees are seated,
click “Save” to save the updates.
14 FM:Interact – Headcount Scenario Planning
Activity 2, Part 2: Analyze a Partial
Department Move
Scenario:
In this activity, you are a space planner and
you have been tasked with analyzing the
impact of moving a portion of the Finance
Department from Chicago to Colorado.
Procedure: Move a portion of the Finance
department to Colorado
1. In the scenarios tab, click the “Partial
Finance Move” link to launch the pre-
landing page and begin defining the
project scope.
2. On the pre-landing page click “Manage
Buildings or Floors”.
3. For the Chicago site, check the
checkboxes for the 900 Western
Headquarters Building and 6th & 7th
Floors.
4. For the Colorado site, check the
checkboxes for the 200 Oak Park
Building and 1st & 2nd Floors.
5. Click “Save” to save the selected
buildings and floors.
6. Click “Select All” button to add all floors
to the stacking bar.
7. From the Floor Stacking window, click
the “Phases” dropdown and select
“Manage”.
8. From the Manage Phases window, click
the “Add” button to add a new phase.
9. Select the “Reorganize” phase type since
we are moving employees from one
location to another location.
15 FM:Interact – Headcount Scenario Planning
10. Type the name “Partial Floor Move” in the
Phase Name field.
11. Select a date one week from today in the
Phase Date field.
12. Click “Submit” to create the new phase.
13. Close the Manage Phase window by clicking
the “x” at the top right of the window.
14. From the Phase Menu bar select the “Partial
Floor Move” Phase.
15. From the Group Codes container expand the
finance department and select FIN-AP
Accounts Payable department. NOTE: With
the Finance-AP Department selected notice
on the stacking bars how the Finance AP bar
pops out.
16. Double click the Finance AP bar to open the
select partial window.
17. In the Select Partial window, drag the bar to
select 10 employees and click ok.
18. Click and drag the partial Finance bar from
the Chicago 900 Western Headquarters
building floor 7 to the Colorado 200 Oak Park
building floor 1.
19. Click “Save” to save the partial finance floor
move.
16 FM:Interact – Headcount Scenario Planning
17 FM:Interact – Headcount Scenario Planning
Procedure: Resolving the “unresolved” list
In this activity, as the scenario planner you
will resolve the unresolved list by choosing
the employees who will be moved to the
Colorado building. Since the employees were
moved from the 900 Western Headquarters
building floor 07, you will navigate to that
floor to choose the employees.
1. Click the 900 Western Headquarters
Floor 7 stacking bar room number to
launch the blocking window.
2. In the unplaced container click the “FIN-
AP Accounts Payable” group to highlight
the employees in the graphic view.
3. Click and drag 10 “FIN-AP Accounts
Payable” employees from the graphic
view to the ‘unresolved’ list in the
unplaced container.
4. Click “Save” to save the changes.
NOTE: When all 10 employees are
selected the “FIN-AP Accounts Payable”
list will no longer display in the unplaced
container.
18 FM:Interact – Headcount Scenario Planning
Procedure: Assign employees to the
Colorado floor
In this activity, as the space planner you
have already selected the employees who
will be moved to the Colorado floor. Now
you will assign the employees seats.
1. In the title menu, next to the “Floor
Blocking” dropdown, select the Colorado
building Floor 1.
2. In the Unplaced container, expand the
Finance department and Not Seated list.
3. Click an employee on the not seated list
to select the employee and drag and
drop the employee into a vacant space
on the floor. Repeat this step until all 10
employees are seated.
4. Click “Save” to save the changes.
NOTE: As employees are seated the
“Group Codes” container is updated
listing out the seated employees. When
all employees are seated the “FIN-AP
Accounts Payable” list will no longer
display in the unplaced container.
19 FM:Interact – Headcount Scenario Planning
Activity 3, Part 1: Floor to Unplaced Move
In this activity, as the space planner you have been
informed that the Research & Development (R&D)
department will be moved to a new building on the
Chicago site. Your organization has decided that the
R&D department will be moved to the new facility
when the site becomes available. You will place the
R&D department in a temporary holding container
to account for the upcoming changes.
Procedure: Create a new phase in the
Floor to Floor move scenario
1. In the title menu, click the “Scenario”
dropdown to select the Finance Floor to
Floor Move scenario.
2. In the phase menu, click the “Phases”
dropdown and select manage to launch
the manage phases window.
3. Click “Add” to create a new phase and
choose reorganize.
4. Type the phase name of “Floor to
Unplaced Move”.
5. Choose a phase date one week from
phase one.
6. Click “Submit” to create the new phase.
7. From the stacking window select the
“Floor to Unplaced Move” phase.
20 FM:Interact – Headcount Scenario Planning
Procedure: Create a new building on the
Chicago site
1. Click the “ + “ symbol on the Floors
container to create a new building on
the Chicago site.
2. From the “Manage Building and Floors”
window click “Add Building”.
3. From the “Add New Building” window,
select the “Specify details for a new
building” radio button.
4. Enter the following details:
a. Site: North America – Chicago
b. Building Code: 1000
c. Building Description: New
Building
d. Floor Code: 01
e. Floor Description: 1st Floor
f. Floor Capacity: 100
5. Click “Next”, to add the building to the
Chicago site.
6. Check the checkbox next to the new
building, to select the new building.
7. Click “Save” to save the changes.
8. From stacking area drag the R&D
departments from both floors to the
unplaced container to be seated once
the new Chicago building opens.
NOTE: Notice that the R&D department
has been removed from the group codes
container and have been placed in the
“unplaced” container on the existing
tab.
21 FM:Interact – Headcount Scenario Planning
Activity 3, Part 2: Floor to Departure Move
In this activity, you are the space planner
and have just been informed that the
International Marketing department
employees in building 900 Western
Headquarters on the 6th floor will be
terminated from the company due to
changes in the company structure. The
company has asked you to plan for their
departure and provide an updated layout of
the available space.
Procedure: Create a new phase in the
Floor to Floor move scenario
1. In the phase menu, click the “Phases”
dropdown and select manage to launch
the manage phases window.
2. Click “Add” to create a new phase and
choose reorganize.
3. Type the phase name of “Floor to
Departure Move”.
4. Choose a phase date one week from
phase two.
5. Click “Submit” to create the new phase.
6. From the stacking window select the
“Floor to Departure Move” phase.
22 FM:Interact – Headcount Scenario Planning
Procedure: Add employees to the
Departure list
1. From the group codes container, select
the International Marketing group in
building 900 Western Headquarters on
floor 6.
2. Drag and drop the selected group from
the stacking bar to the departure
requirements container.
3. Click “Save” to save the changes.
Procedure: Export the new floor stack for
the Finance Floor to Floor Move scenario
1. In the far right of the phase menu click
the export button to export the current
floor stack for later review.
23 FM:Interact – Headcount Scenario Planning
Activity 4, Part 1: Growth/Turnover in the
company
In this activity, you are the space planner
and you have been asked to forecast growth
and departures in the company for the
upcoming year. Your company has decided
to focus more on research instead of
marketing so it is estimated that the
Research & Development department will
grow by 20% in the first quarter and the
Marketing department will terminate 8
employees to balance the budget. You have
been asked to forecast how that will impact
the space that is available in the
organization.
Procedure: Create a growth forecast phase
1. Navigate to the “Company
Growth/Turnover” scenario by clicking
the scenario dropdown in the title menu
and selecting the scenario.
2. (If necessary) From the pre-landing page,
click “Manage Buildings or Floors” to
launch the manage buildings and floors
window.
a. In the manage buildings and
floors window, select the
Chicago site and Colorado site.
All associated buildings and
floors will automatically be
selected.
b. Click “Save” to save changes.
c. Click “Select All” to launch
stacking window.
24 FM:Interact – Headcount Scenario Planning
3. From the phases menu, click the
dropdown next to phases and select
manage.
4. From the manage phases window, click
“Add” to create a new phase.
5. Choose the “Forecast” phase option
since we are projecting growth of 20% in
the R&D department.
6. In the details panel on the Details tab,
name the phase “R&D Growth” and
choose a phase date one week from
phase one.
7. In the details panel on the Forecasting
tab, type in 20% in the Research &
Development field. NOTE: Notice the
increase in employees from the current
phase to next phase.
8. Click “Submit” to save the changes and
create the phase.
9. Close the manage phases window by
clicking the “x” on the top right of the
window.
25 FM:Interact – Headcount Scenario Planning
Procedure: Distribute growth across
groups in the department
1. From the stacking window, select the
“R&D Growth” phase.
2. In the Unplaced container, click the
forecasted tab and expand the Research
& Development department.
3. Click the distribution windows to
distribute the growth across the groups
within the department.
4. In the Unplaced – Distribute Forecast
window, distribute the growth to the
following groups by clicking the ‘ + ‘
symbol next to each group:
a. Chemical Research: +3
b. Contract Research: +2
c. Electronics Research: +1
d. Product Development: +2
5. Click “Ok” to save the changes.
26 FM:Interact – Headcount Scenario Planning
Procedure: Assign forecasted employees
to seats in the Chicago site
1. Click the 900 Western Headquarters
building 6th floor stacking number to
launch the blocking window.
2. From the blocking window, choose the
vacant graphic view to find vacant
spaces.
3. Drag and drop the unseated future
employees from the unplaced container
into vacant spaces on the graphic view.
4. Click “Save” to save the changes.
NOTE: Project employees are listed with a
code of “ Dept. Name+Phase#+Emp# ”.
27 FM:Interact – Headcount Scenario Planning
Procedure: Create a departure forecast
phase
1. In the phases menu, click the phases
dropdown and select manage to launch
the manage phases window.
2. In manage phases window, click “Add”
to create a new phase and select the
Forecast option.
3. In the details tab, enter a phase name of
“Marketing Departures”.
4. Select a phase date of one week from
phase one.
5. In the forecasting tab, click the Change
Type dropdown and select Headcount.
6. Enter a value of negative 8 in the
marketing department.
NOTE: The negative symbol (-) is
required to forecast departures.
7. Click “Submit” to create the phase.
8. Click the “x” on the top right of the
manage phases window to close the
window.
9. In the stacking window, select the
“Marketing Departures” phase.
NOTE: Notice in the Departure
Requirements container the projected
departing marketing employees listed in
the Forecasted tab.
28 FM:Interact – Headcount Scenario Planning
Procedure: Distribute departures across
groups in the department
1. In the Departure Requirements
container, click the forecasted tab and
expand the Marketing department.
2. Click the distribution windows to
distribute the departures across the
groups within the department.
3. In the Departure Requirements –
Distribute Forecast window, distribute
the departures across the groups by
clicking the ‘ + ‘ symbol next to each
group.
4. Click “Ok” to save distribution.
29 FM:Interact – Headcount Scenario Planning
Procedure: Select employees who will be
terminated
1. Select the department group in the
group codes section.
2. In the stacking bar, double click the bar
for the selected group.
3. In the select partial window, select the
number of employees that will be
terminated from the selected group.
4. In the select partial window, click the
dropdown to “manage groups and
people” and check the checkbox next to
the names of the employees who will be
terminated.
5. Click “ok” to close the select partial
window.
6. Drag and drop the terminated
employees group from the stacking bar
to the departure requirements list for
each group within the department until
all departure requirements are met.
NOTE: When you click on the met tab in
the departure requirements container
no groups are listed because we have
not yet selected the employees who will
be terminated. Once all employees are
selected the group will display in the
met tab.
7. Click “Save” to save the changes.
30 FM:Interact – Headcount Scenario Planning
31 FM:Interact – Headcount Scenario Planning
Activity 4, Part 2: Promote a Scenario and
Phase
In this activity, as the space planner after
analyzing the occupancy changes your
organization has decided to move forward
with the company growth/turnover
scenario. To ensure a smooth transition your
management team has decided to move
forward with the “R&D Growth” phase. You
will promote the Scenario and “R&D
Growth” phase to create a move project and
begin implementing the approved changes.
Procedure: Promote the Scenario
1. From the title menu, click the scenario
dropdown and choose Promote. NOTE:
Once the scenario is promoted you may
now create a move project by promoting
the first phase.
2. In the phase menu, click the phases
dropdown and select manage to launch
the manage phases window.
3. From the manage phases window, click
“Promote” to promote phase 1.
4. From the Promote Phase window, click
create move project. NOTE: If necessary,
in this window is where you would
change the move project description and
move date.
5. Click “Ok”.
32 FM:Interact – Headcount Scenario Planning
Activity 4, Part 3: Create a sync phase to
analyze the growth/turnover in the
company
In this activity, as the space planner your
company has asked you to provide analysis
of how the growth/turnover will impact the
space in the company. You decide to create
a sync phase to insert production data into
your scenario to compare current occupancy
levels and staff locations vs future planned
phases.
Procedure: Create a Sync Phase
1. In the phases menu, click the phases
dropdown and select manage to launch
the manage phases window.
2. Click “Add” to create a new phase.
3. Select the Sync option for the phase.
NOTE: The phase name is automatically
set based on the date and time in which
the sync phase was generated.
4. Click the “Sync” tab.
5. In the “Sync” tab click “Show All” to
generate the Sync report.
a. Click “Show Changes” to filter
the report to only show the
changes.
NOTE: In the sync report identify rows
highlighted in yellow to review how
changes will impact occupancy levels.
Scroll down until you find rows
highlighted in yellow/goldenrod.
6. Click “Submit” to create the phase.
33 FM:Interact – Headcount Scenario Planning
Procedure: View the Scenario Planning
Move Project
1. Close Manage Phases window and
Stacking window.
2. Navigate to the Move Management
module: Move Management
ViewsMove Status View - Planner
3. In the Move Status View – Planner view,
click the projects dropdown and select
the scenario planning move project.
NOTE: From this point the Move project may
be managed just like a standard move
project. For Move Management training
visit, http://fmsystems.grokcloud.com or
contact our training team via email at
34 FM:Interact – Headcount Scenario Planning
Activity 5: Reconfigure an Existing
Floor Plan for Scenario Planning
Introduction
If a Scenario Plan calls for a reconfigured floor
plan, the AutoCAD Technician needs to follow
the procedure presented here.
The Space Planner and AutoCAD Technician
need to make sure the reconfigured floor plan is
available to Scenario Planning, and does not
affect production.
Once a scenario is selected as a solution, the
scenario planning drawing will be converted to
production.
Procedure: Reconfigure an Existing Floor
To reconfigure an existing drawing in Scenario Planning without impacting the production drawing, you use the Save As New SP function.
1. Launch FMCAD from your desktop by double-clicking the FMCAD 2018 icon.
2. Open the drawing file you wish to use in Scenario Planning from the FM Drawing Files folder.
• Example: 500-05.dwg
3. From the FM:Systems ribbon, select Save as New.
• Result: You are prompted to save the drawing as a new Scenario Planning Drawing.
• Note: Files used in Scenario Planning include the .fmsp extension.
35 FM:Interact – Headcount Scenario Planning
4. Select the SPDrawings folder to save the drawing in. Click Save.
• Result: The AutoCAD drawing is now a drawing that is capable for use in Scenario Planning. The file name now includes the .fmsp designation.
5. The FM:Systems ribbon options change
to support Scenario Planning.
6. Complete any reconfigurations you need, including polylining and tagging of the space.
a. Example: Combine Workstations 5221B and 5221C into a single workstation. Keeping the space tag for room 5221B.
7. From the FM:Systems ribbon, select the
Sync DB button to sync the database with FM:Interact.
8. From the FM:Systems ribbon, select the Publish option.
• Result: The .fmsp version of the drawing is available for use in Scenario Planning.
• Result: The system prompts you to enter a description of the reconfigured floor plan.
9. Type a description of the reconfigured
drawing, and click Publish.
• Result: The reconfigured floor plan is complete. The Scenario Planner will see the formatted floor plan in FM:Interact.
36 FM:Interact – Headcount Scenario Planning
Activity 6: Using a New Floor Plan
for Scenario Planning
Introduction
If a Scenario Plan calls for a new floor plan that is not included in your existing real estate portfolio, the AutoCAD Technician needs to follow the procedures presented here.
The Space Planner and AutoCAD Technician need to make sure the floor plan is available to Scenario Planning and does not affect production.
Once a Scenario is selected as a solution, the Scenario Planning drawing is converted to production. NOTE: This activity assumes you now understand how to create and manage a Scenario Planning project including defining scope, creating phases, stacking and blocking. For further assistance refer to previous activities in this activity guide.
Procedure: Use a New Floor Plan for
Scenario Planning
1. Launch FM:Interact and sign-in using the credentials below:
a. Username: administrator b. Password: fms
2. Navigate to Strategic Planning Views Scenario Planning by Head Count.
3. Click “Add” to start a new Scenario Planning project.
4. In the Project Details tab, name the project “Reconfigured Floor” and click “Submit”.
37 FM:Interact – Headcount Scenario Planning
5. Once the project is created click “Edit” next to the “Reconfigured Floor” project.
6. In the Project Details tab, click “Add Site” in the Geographic Scope section.
7. In the Project Site popup window, choose the New York site and click “Add Selection”.
8. Select the Scenarios tab and click the “Create New Scenario” button.
9. In the Create New Scenario popup window, enter the name “Reconfigured Floor Plan” and click “Save”.
10. Click the “Reconfigured Floor Plan” link to launch the Scenario Planning scope landing page.
11. Click the Manage Buildings or Floors button and select the “5th Floor”. Click “Save”.
12. Click the Select All button to select the floors for stacking. Click “OK”
13. Add the first phase to the project as a Reorganize phase.
14. Close the Manage Phases window. 15. Choose the 1st phase from the phases
menu bar. 16. Click the stacking bar floor number (05)
to launch the blocking window. 17. From the blocking window floorplan
toolbar, click the Reconfigure Floor button.
18. Select the “500-05.fmsp” reconfigured floorplan drawing and click “OK”. NOTE: The reconfigured floor plan can now be used. The employee who was assigned to room 5221C will now need to be assigned to a vacant workstation. The employee will be listed in the Unplaced container.
38 FM:Interact – Headcount Scenario Planning
Activity 7: Converting a Scenario
Planning Drawing to Production
Introduction
IMPORTANT: When a Scenario Plan (and any
phases associated with the Scenario) is
promoted to Move Management as the scenario
solution, the Scenario Planning drawing must be
converted to a production drawing.
Procedure: Convert a Scenario Planning
Drawing to Production
1. In FM:Interact, promote the Reconfigured Floor Scenario Planning project and 1st phase to create a move project.
2. Launch FMCAD from you desktop by double-clicking the FMCAD 2018 icon.
3. Open the Scenario Planning drawing file that you wish to convert to production.
• Example: 500-05.fmsp.dwg 4. From the FM:Systems ribbon, select
Convert.
• Result: The Transfer Scenario Planning Drawing to Production dialog box appears.
5. Verify the Scenario name, and from the Phase drop-down, select the phase you wish to move to production.
6. Click Transfer.
• Note: This transfers ALL updated
space data from the Scenario
Planning Tables to the A0 Table. This
includes updated/reconfigured
rooms and tags and any updated
space standards or A0.Groups data.
39 FM:Interact – Headcount Scenario Planning
• Result: You are prompted to save the
reconfigured drawings.
7. Update the file name, and click Save.
• Result: AutoCAD updates the
FM:Systems ribbon.
8. Click Publish.
• Result: The reconfigure drawing is
published for use in FM:Interact.
The Last Step
In FM:Interact, the Reindex Utility must be run to
update the database. The Reindex utility is found
at:
REQUIRED: Prior to reindex, post
all the Moves from the Scenario
Planning Move Project.
System AdministrationManage
ModulesBuilt-In ModulesSpace
ManagementReindex Utility
After the Reindex, navigate to
Space Management Sites New
York 500 Western III Tower 5th
Floor
NOTE: The updated floor plan is now
used in production as well as the
space data changes that were made
in the Scenario Planning project.
40 FM:Interact – Headcount Scenario Planning
Notes: