Prerequisites for generating data
Before you generate data for a new planning environment, the configuration of the data must meet the requirements to generate the correct data.
Type of record | Requirements |
---|---|
Building | The city in the Geography Lookup field in the Primary Address section on each Building record must be in the Manage Cities tab of the Planning Manager. If a city is not in the Manage Cities tab, the buildings in that city are not captured. |
Space | The Current Use Space Class field on each Space record, or a space class higher in the Space Class Current classification hierarchy, must be in the Manage Space Classes tab of the Planning Manager. Space records with space classes that are higher in the Space Class Current classification hierarchy than the space classes listed in the Manage Space Classes tab are not captured. Each organization that is listed in the Occupancy Allocation section of the Allocation tab of each Space record, or an organization higher in the Organizations hierarchy, must be in the Manage Organizations tab of the Planning Manager. Space records with Occupancy Allocations organizations that are higher in the Organizations hierarchy than the organizations that are listed in the Manage Organizations tab are not captured. |
People | The Location Path field, which is in the Primary Location section of the General tab of the People record, and all locations that are listed in the Other Assigned Locations section of the Locations & Assets tab contain a Building record in the Manage Building tab of the Planning Manager. People records with buildings that are not in the Manage Buildings tab are not captured. The Organization Path field, which is in the Primary Organization section of the General tab of the People record, contains an Organization in the Manage Organizations tab of the Planning Manager. People records with organizations that are higher in the Organizations hierarchy than the organizations that are listed in the Manage Organizations tab are not captured. The Location Path field, which is in the Primary Location section of the General tab of the People record, and all locations that are listed in the Other Assigned Locations section of the Locations & Assets tab of each People record is a Space record with the Space Class Planning Measure Type of Occupancy. |
Space class current | The Default Space Standard field is configured in each Space Class Current record in the Manage Space Classes tab of the Planning Manager and in each space class that is lower in the Space Class Current classification hierarchy than the space classes listed in the Manage Space Classes tab. |