Space Planning & Management

Transactional vs. Non-Transactional Methods

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

a method that is based on workspace transactions and requires a license to the ARCHIBUS Service Desk or Move Management applications. 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 from departmental requests to claim space, group moves, and individual moves. This method enables you to track changes over time.
an inventory method that is not based on workspace transactions and does not track changes over time. 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.

Your can choose between the non-transactional method and the transaction-based method. You can also start with the non-transaction method to initially develop the inventory and then refine the inventory by adding transactions.

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.

The following table compares the two methods:

Feature	Non-Transactional Method	Transactional Method
Provide a mobile solution	Space Book mobile app	Space & Occupancy Survey mobile app
Work from a consolidated console in Web Central	Space Console	Space Planning Console
Charge departments for the space they use (chargeback)	Standard Space Chargeback Method	Workspace Transaction Space Chargeback
Track the personnel occupying rooms	Personnel & Occupancy application	Personnel & Occupancy application
Support employees on multiple work teams	Team Space	not supported
Share rooms	Team Space	Sharing Rooms (the space in the room, the time that the room is used, or both)
Request space (move requests and departmental claims and releases of space) using a definable workflow	not supported	Changing a Department's Space Request an Individual Move Request a Group Move
the space in the room, the time that the room is used, or both)Track space and occupancy changes over time	not supported	Allocation, Trends, and Benchmarks Report
Track multiple rooms for an employee (primary rooms and satellite rooms)	not supported	Define Workspace Transactions

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.