As a Space Planner, you often need to review and present project information in the context of its location to visualize possible conflicts and the progress of the work from phase to phase. The Project locations map shows the locations assigned to the selected project. You can add project locations from either your current inventory of buildings and floors, or as proposed buildings and floors.
The Project Locations tab enables you to:
Note: To see a floor plan in the generated PowerPoint presentation, the project must have a work package assigned, the floor plan has to have a markup, the markup must be in the doc4 field of the Action Items table (activity_log), and the Action Item record must be assigned to a Work Package
Note: To view a building on the map, it must be geocoded, that is, it must have its latitude and longitude calculated based on its address. Your business process owner can geocode buildings when the buildings are entered. See Entering Locations (Step 2: Develop Buildings.)
The Project Locations tab has three drill-down lists that show the locations and projects you or other team members have added to the project. You select locations to show on a map or drawing, or select to show markup added for project actions. You make these selections from the following drill-down lists:
The top of the Project Locations tab has a filter console. You can use the filter to restrict the locations and projects shown in the drill-down selection lists for Geo Locations, Location, or Projects. For example, if you restrict by a department, then only locations and projects that include that department are included in the drill-down lists.
When you select a location or project in the hierarchy, you are able to:
Examples of comparisons enabled by different selections:
To display locations:
A pop-up dialog asks what you want to display.
Note: The Drawing selection is enabled only if you select a floor that has a floor plan drawing. The Mark Up selection is enabled only if the drawing has project actions that include markup.
If you selected only one panel for the first location, you are able to select a different location for the other panel. This enables you to review two different locations side-by-side.
The map refreshes to display your selections. .
From the Project Locations tab, after selecting a location to display on the map, you can select the statistics you want to review for the project.
The values are calculated from space and asset (equipment) requirements that are created when you run the Create Requirements action. or when you manually add requirements. Theses values are the Period 1 values for the space and equipment requirement (sb_items tables for period 1). See Creating Space Requirements for Proposed Projects, and Creating Asset Requirements for Proposed Projects.
When more than one project is selected, use the gear icon to select the statistic by which you want to compare projects. When you select a statistic, the relative size of the project markers changes to indicate the relative value for that statistic. For example, a project that has higher costs than others shown on the map will have a larger marker when you select Proposed Project Costs from the gear icon.
These values help you analyze and compare proposals based on the following costs, area, and headcount.
Sum eq_req_items.cost_est_baseline (for the Individual assets)
Sum eq_req_items.cost_moving (for individual assets)
Add project.cost_est_baseline (summed from the baseline costs for the project's action items)
Sum eq_req_items.cost_est_baseline
Sum eq_req_items.cost_moving
Sum activity_log.cost_estimated
Sum activity_log.cost_est_cap
Where activity_log.eq_id is not null and eq_req_items.eq_id is not null for selected projects
When you add locations from the Locations drill-down list, you can add buildings and floors from your current inventory, or you can add locations that have been added as part of a portfolio scenario using the Space & Portfolio Planning Console. If you are adding a building from inventory, you can also add new buildings and floors from the form for adding locations.
All project locations have an action item associated with them. The application automatically creates this action and assigns it the action type of PROPOSED PROJECT LOCATION. When you add a location to the project from the Location tab, and select to add the location from inventory:
See Adding actions for projects
Note: You can add different types of actions (other than Proposed Project Location) when working from the Project tab. See Adding work packages and actions.
Note: To see a location in the drill-down list in the Locations tab, the location must have both a site and a building entered for it. If you have an existing building that does not have a site added, you can add a site using the Define Locations task.
When you add a location, you also add an action or the location.
To add a location from inventory to the project:
The Add Project Location form appears.
The form to add a new building record to inventory appears.
The Select Value - Building Code form reappears.
The record is created in the Buildings table for the building, and the building is added to the project.
The Select Locations from Building Inventory form appears filled in with the building information.
The Select Values form for the floors for the selected building appears.
The Profile form to add an action item for the location appears. The application fills in default values for the Action Item Status, Date Planned For, Date Calc. Completions. You are able to change these values, if needed.
The Project Code is set to the selected project, and the Action Type is set to PROPOSED PROJECT LOCATIONS. These fields are read-only.
For a description of the data you can enter see, Managing Actions for Project Work Packages.
Proposed locations are locations that have been added to portfolio scenarios using the Space & Portfolio Planning Console.
The Add Project Location form appears.
The Select Value form closes and the Portfolio Proposed Locations form appears filled in with the selected building.
The Select Value form shows the floors for the selected building.
The Portfolio Proposed Locations form appears filled in with the selected floor.
An action item with the action type Proposed Project Location is created . To access this action, select the Project tab, and drill down to the project actions. Click the Details icon for the action to add additional information for it.
Note: You do not see the proposed location from the Location tab unless it has a site associated with it. You can select a site from the Profile form for the action, so that the action is shown from the Location tab.
To add proposed project locations to the project.
The Add Project Location form appears.
The Select Value form closes and the Portfolio Proposed Locations form appears filled in with the selected building.
The Select Value form shows the floors for the selected building.
The Portfolio Proposed Locations form appears filled in with the selected floor.
An action item with the action type Proposed Project Location is created behind the scenes. To access this action, select the Project tab, and drill down to the project actions. Click the Details icon for the action to add additional information for it or to edit it.
Note: You do not see the proposed location from the Location tab unless it has a site associated with it. IF needed, you can select a site from the Profile form for the action, so that the action is shown from the Location tab.
The drill-down lists for Geo Locations and Locations display only those building locations assigned to the selected project. When you drill down in the Geo Location or Locations drill-down lists, you can select the Details button for an item.
The following shows the Site details that display when you click Details in the row for a site:
From the details pop-up window, you can delete the item from the project.
When you click Delete, the following message appears:
From the Project tab, you can review details for projects, work packages, and actions. You can edit information for each of these. You can also add a work package or action item, or delete them.
Note: From the Project tab, you cannot delete a project. If needed, you can withdraw a project using the Create and Edit My Projects task
If you add an action item without associated it with a work package, these items appear in the tree under the title No Work Package.
Reviewing projects, work packages, or actions:
The details form for the selected item appears.
When deleting a work package, you have the choice of deleting the work package only, or the work package and all its actions.
When working from the Project drill-down list, you can add any type of action, and can add work packages for actions when creating the action.
Work packages are helpful to organize actions, and are required when proposing projects, when viewing actions on the Gantt Chart, and when exporting project data to a PowerPoint presentation. However, they are not required when adding an action. Work packages can be added for an action at any time. If you add an action without adding it to an work package, it appears in the drill-down list under the title No Work Package.
If you do intend to add the action item to a work packages, you should create the work package before adding the action item. This way the work package is available for you to select when adding the action.
Drill down in the Project list to see a program's projects, a project's work packages, and a work package's actions.
To add a work package:
The Work Package Profile form appears.
To see a description of the data you can enter for the work package, see Adding work packages from the Project Dashboard
When you add a location you also add an action that has the type Project Location. This enables you to track this location in the project.
To add project locations and actions.
The Profile form for adding an action appears.
Action Title to identify the action.
Action Type. Action types enable you to locate and report on actions. You can also associate a document with an action type, so that the document is always accessible for actions having this type.
Project Phase. You can locate and report on this action by the Project Phase it is associated with.
When you click Save.
From the Geo Location, Location, or Projects tab, you can add markup to further illustrate project actions. For example, you can add redlines and highlights to clarify the 'to' and 'from' locations for a move. The markup you add does not affect the database record or floor plan drawing; the markup is used for your planning purposes only.
Note: To see a floor plan in the PowerPoint presentation generated from project data, the floor plan must have a markup, the markup must be in the doc4 field of the Action Items table (activity_log), and the Action Item record must be assigned to a work package.
Note: If you export and import markup in and out of the project, you must export both the activity_log record and the afm_redlines record. See Exporting and Importing Mark-ups.
Mark-ups can include:
To add markup:
The Action Items form shows the action items for this location.
The Mark Up Action Item form appears.
See Marking Up Images and Floor Plans for details on how to use the markup tool.
Note: To see a floor plan in the generated PowerPoint presentation, the project must have a work package assigned, the floor plan has to have a markup, the markup must be in the doc4 field of the Action Items table (activity_log), and the Action Item record must be assigned to a Work Package
To generate a PowerPoint presentation from your project data:
A job runs that creates a PowerPoint presentation based on the data entered for the project.
See Generating PowerPoint presentations from the Enterprise Asset Management Consoles for details on what is included in the PowerPoint,
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