Version Date Manhattan Software Inc.

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1 Release Notes Version Date January 2013 World Leading Real Estate, Asset & Facilities Management Software The information contained herein is the property of and may not be copied, used or disclosed in whole or in part except with the prior written permission of Manhattan Software Group.

2 1 TABLE OF CONTENTS New Features...3 Space Walker Line of Business and Self Assignment... 3 Full Access... 3 LOB Assignment... 3 Self Assignment... 3 Work Order/Service Level Agreements (SLAs)... 4 Space Planning... 5 Stacking Comparison... 6 Affinities between Business Units... 7 Plan Relative Resize... 9 User Defined Report Classifications General Enhancements New MAC User Interface and Dashboards Flex Zones for Move/Add/Change Setting up Zones for Floor Area Type as Office Usable Selecting a Zone for a Move/Add/Change Flex Zones Importing Human Resources into Zones Batch CAD Export Human Resources Assigned Directly to a Building Chrome Browser Support Space Walker IE Support Changes CAD File Caching Demand Requests added to Dashboards Corporate Mapping Simplified Interface Rule Template Customize Search Results Screens New Fields Available for Space Custom Searches Bug Fixes FIGURES AND TABLES Figure 1: SLA settings effect on Work Order screen... 5

3 2 Figure 2: Stacking Comparison screen... 6 Figure 3: Edit Business Unit Affinities screen... 8 Figure 4: Displaying Affinities in the Space Planning Project... 9 Figure 5: Color by=none or Affinity... 9 Figure 6: Color by=business Unit Figure 7: Adding UDCs Figure 8: UDC screen Figure 9: Editing Zone Types Figure 10: Setting Floor Area Type to Office Usable Figure 11: Selecting a Zone for a Move Request or Move Order Zone Figure 12: Importing Human Resources into Zones Figure 13: Setting Floor Area Type to Office Usable Figure 14: Selecting which CAD Drawings to Export Figure 15: CAD Drawings Export Dialog Figure 16: Assigning a Human Resource to a Building Figure 17: Demand Tab Figure 18: Add Demand Request Figure 19: Add Items button Figure 20: Add Items to Demand Request Figure 21: Users will be able to select Demand Request Figure 22: Simplified Interface Figure 23: Templates in Rule screen Figure 24: New Sub Menu on Results screens Figure 25: Space Custom Search fields Table 1: Fields on Stacking Comparison screen... 6

4 CENTERSTONE CenterStone 3 is pleased to introduce new functionality and product enhancements for users with the release of CenterStone This Release Notes document includes: New Features General Enhancements Changes Customer Fixes NEW FEATURES Space Walker Line of Business and Self Assignment New functionality has been added to allow three levels of access to Space Walker. The Line of Business option allows access based on Business Unit. Self Assignment allows users to assign or remove themselves from Spaces, limited by the restrictions explained in the following section of this document. The three levels of access are: Full Access Full Access Line of Business (LOB) Assignment Self Assignment NOTE: Users who have Full or LOB access can enter Space Walker in Self Assignment mode by adding the argument &selfassignment=true to the end of the URL that launches Space Walker. Full access is granted to users who are assigned to the new Role EC1 Space Walker. These users can modify Space information and perform HR assignment subject only to any limitations enforced by data rules. LOB Assignment LOB Access is granted to users for specified Business Units and their children by selecting those users via the dialog launched from the HR Space Assigners button on the Business Unit console in the applet. These users can modify Space information and perform HR assignments where either the Space or the Human Resource is assigned to one of those Business Units. Self Assignment Users who do not have either have Full or LOB assignment privileges are limited to Self Assignment mode in which they can only assign or remove themselves from a Space. The range of Spaces to which they are permitted to assign themselves is determined by the Self Assignment Restriction configuration described as follows:

5 4 Self Assignment Mode In Self Assignment mode, the Human Resources tabs on both the left and right menus are hidden. The Quick Edit tab on the right menu always displays the Occupants item, regardless of whether it is selected in the Quick Edit Configuration. If the current user is not located in the selected Space, a button labeled ASSIGN ME TO THIS SPACE is displayed. Clicking this button will assign the user s HR to that Space, but will not delete it from any currently assigned Spaces. If the current user is located in the selected Space, the Delete button (minus sign) adjacent to the user s HR Name will be enabled. For any other HR Names in that or other Spaces, the delete button is disabled. In Self Assignment mode, the Recent floor plan buttons on the Drawing tab on the left menu are replaced with Current Locations buttons which display both the Building/Floor and Space Names of the current assignments. Clicking on one of these buttons will display the Floor Plan, highlight the Space, and displaying the console (right menu) for that Space. These buttons can be used to navigate to any Spaces to which the user is currently assigned and delete the assignment, if so desired. Self Assignment Restriction Configuration The configuration of Space restrictions for Self Assignment mode is performed via a dialog launched from the Self Assignment button on the Policy console. The restrictions are Geographic Level, Business Unit Level, Space Capacity, Space Status, and Space Function. Spaces must meet all of the conditions specified by those restrictions. The options for Geographic Level are Floor (default), Building, Site, City, State, and Country. The floors to which users may assign themselves are limited to those within the selected Geographic Level of either their current assignment(s) or the Building to which they are assigned via the HR console. The selection of Business Unit Type determines at what level of the Business Unit hierarchy the Business Unit assignment of the Space and Human Resource must match. The Space Capacity option determines whether assignment is limited to Spaces that have available capacity (i.e., where Capacity is greater than Occupancy). The options are: No restriction (Capacity is ignored) Capacity (Capacity may not be exceeded) Capacity + 1 (Capacity may be exceeded by one), and Capacity + 2 (Capacity may be exceeded by two) Space Status and Space Function selections determine the list of statuses and functions to which the Spaces must conform. Work Order/Service Level Agreements (SLAs) You can now tie SLA requirements to Work Orders based on Job Type to auto populate the Response Due date and Completion Due date fields. When either of these two fields become within 60 minutes of being due, they will display in yellow. If overdue, they will be display in pink. When the Work Order is completed on time, both fields will display in green.

6 5 Figure 1: SLA settings effect on Work Order screen If you select a Job Type that is associated with an SLA Definition, the Response and Completion Due fields will be auto populated after the Work Order is saved. When times are 60 minutes away, both fields change to Yellow. When the time is overdue, the fields change to Pink. Human Resources records can be defined as VIPs, thereby allowing specific SLA requirements to be defined for that level (e.g., the SLA for the CEO is 1 day as compared to 5 days for other employees). In Work Orders, VIPs are identified based on the Created By and Created For fields. You can also designate equipment (assets) as critical. The list of SLA Critical equipment is used in a manner similar to the SLA VIP list, where specific SLA requirements can be defined with shorter timeframes for assets deemed critical. SLA Holidays can also be defined as times that are the exception to those normal working hours. This allows Work Order Due Dates and Start Dates to be calculated based on times that employees are expected to be working. If your company has multiple holiday calendars (e.g., US Holidays and European Holidays), an SLA Holiday schedule and time zone can be associated with each building to ensure accurate calculation of Due and Start Dates. See the Work Order/SLA Functionality user guide for details and instructions on using the new functionality. Space Planning Three major features have been added to Space Planning: Stacking Comparison Affinities between Business Units Plan Relative Size

7 Stacking Comparison CenterStone 6 Use this to compare the actual usage of a floor with the Stacking Plan (Space Planning Project) Proposed usage. For example if you remove a Space from a Business Unit and then displayed the Stacking Comparison, the Cur Units (current units) would have decreased by one and the Cur Cap (current Capacity) would have increased by one. NOTE: Head Count Only projects cannot be used with the new Stacking Comparison feature. Navigation: STRUCT UNITS Floors Search button double-click on a floor Tools Stacking Comparison. Figure 2: Stacking Comparison screen a. Select a Space Planning Project. b. Select a Period. If the Floor Plan or Space Planning Project is modified while the Stacking screen is displayed, click the Refresh button to update the screen. NOTE: If the Stacking Comparison screen is launched from a Scenario Planning Floor Plan Viewer, only Space Planning Projects with units of Assignment will be included and the Period corresponding with the As Of Date will be automatically selected. Table 1: Fields on Stacking Comparison screen Field Cur Units Stk Units Cur Cap Stk Cap Cur Occ Description The number of units in the current floor plan. The number of units in the Space Planning Project. This number does not change as it is based on the number of units at the time the Space Planning Project was created. The capacity of units in the current floor plan. The capacity of units in the current floor plan. This number does not change as it is based on the capacity at the time the Space Planning Project was created. The occupancy of units in the current floor plan.

8 7 Field Stk Occ Description The occupancy of units in the Space Planning Project. Affinities between Business Units A new Edit Business Unit Affinities screen has been added that allows you to color code relocation relationships between Business Units. When relocating Human Resources you can refer to the color coding to assist you in selecting the most desirable location. You can select from five different desirability levels for each Affinity. The colors and labels cannot be user edited: Navigation: STRUCT UNITS Space Planning (Project Name) Edit button EDIT BUSINESS UNIT AFFINITIES button.

9 8 Figure 3: Edit Business Unit Affinities screen a. Click on a Business Unit in the left pane to select it. It will be displayed with a yellow highlight. All other Business Units in the grid will display their Affinity with the selected business Unit. c. Click on a Zone, Floor, Building, Site, or City in the grid. It will change to the color you selected in Step b. This box displays the color that is currently selected. b. Click on a (color) level of desirability. d. Click Apply to assign the Affinities to the Space Planning Project. The Affinities you assign on the above screen are reflected on the Space Planning Project screen as shown in the following figure. Navigation: STRUCT UNITS Space Planning Project Name Link EDIT BUSINESS UNIT AFFINITIES button.

10 9 Figure 4: Displaying Affinities in the Space Planning Project a. Select a Color by option from the drop-down. b. Ctrl/Click on one or more Business Units. The Affinities will be displayed in the appropriate Affinity color. The Affinity color coding displayed on the screen above is for the user s reference only. They are not enforced by the application. Plan Relative Resize When Color By is set to none or an Affinity, the color coding in the Space Planning Stack Form will appear as in the following figure with dark blue coloring. NOTE: Affinities define relocation relationships between Business Units. For more information on Affinities, see Affinities between Business Units in this document. Navigation: STRUCT UNITS Space Planning Project Name Link Color by: none or an Affinity. Figure 5: Color by=none or Affinity

11 10 Navigation: STRUCT UNITS Space Planning Project Name Link Color by: business unit. When Color By is set to a business unit, such as Department, the color coding in the Space Planning Stack Form will appear with multiple colors to represent the assignment as follows: Figure 6: Color by=business Unit User Defined Report Classifications If you determine that the existing Report Classifications do not include all of the fields your company requires, you can add new User Defined Report Classifications (UDCs) on which reports can be based. IMPORTANT! Only System Administrators should be given access to create or modify UDCs. It is strongly recommended that they attend Table Structure training prior to using this new feature. UDCs are derived from two existing Report Classifications: a parent classification and a child classification. You choose key fields to join the two classifications, as well as the type of join (outer, right, left, inner). One pair of corresponding key fields must be of the same data type. You can choose the specific fields from the existing classifications to include in the new UDC. Once a UDC is created, it appears in the list of available classifications when users create a new report. A UDC cannot be deleted or modified if one or more reports have been created using it, however you can base a new UDC on the existing UDC and assign it a new name.

12 11 Navigation: SETUP General User Defined Classifications double-click a Company Add button. Figure 7: Adding UDCs Figure 8: UDC screen UDCs are derived from two existing Report Classifications: a parent classification and a child classification.

13 12 GENERAL ENHANCEMENTS New MAC User Interface and Dashboards The MAC Dashboard displays user-created tabs that display Charts or Grids. Users can create multiple View Search Filters to display Charts in different ways. It also displays individual Advanced Search Results windows that are automatically updated whenever the MAC Dashboard is displayed. Click to create new customized Tab. Click to show/hide View Filters. Each of these windows represents an Advanced Search that was saved to the MAC Dashboard. You can add the following types of Tabs to the Dashboard: Public Charts User Charts Grids View Filters are applied whenever you launch a User Chart. Once you create the View Filters, you can change the way a Chart is displayed with just a couple of clicks. For example you could have a View Filter that shows buildings from only a specific country and another View Filter that shows buildings only if they are greater than 5,000 square feet. You can now perform all of the steps from creating a Move Request, Move Request Items, to assigning items to Move Orders through one easy workflow. You can also now create Move Orders and Move Items without creating Move Requests. Additionally, the Floor Plan Viewer can now be accessed from the Move Request or Move Order.

14 13 See the MAC Functionality user guide for details and instructions on using the new functionality. Flex Zones for Move/Add/Change Previously, when you added or edited an Item (usually a Human Resource) in a Move Request or Move Order, the Spaces drop-down field listed only Spaces. With version , both Spaces and Zones are listed in the drop-down. This allows you to associate a specific Zone with the Human Resource being moved. Setting up Zones for Floor Area Type as Office Usable IMPORTANT: Zones will only appear in Move Request or Move Order Items screens if the Floor Area Type has been set to Office Usable. Use the following instructions to edit a Zone Type to make it usable with Move/Add/Change. Navigation: SETUP Struct Units Zone Types

15 14 Figure 9: Editing Zone Types Double-click on a Zone Type. Figure 10: Setting Floor Area Type to Office Usable Select Office Usable from the drop-down. Selecting a Zone for a Move/Add/Change Any Zones that have been set up as Office Usable, as explained above, will appear in the Spaces dropdown field on a Move Request or Move Order Item. Navigation: STRUCT UNITS MAC Move Order or Move Request tab select a MO or MR Items tab Add button fill in the screen (the Space field the drop-down will display both Spaces and Zones).

16 15 Figure 11: Selecting a Zone for a Move Request or Move Order Zone As shown in the figure above, the prefix Flex Zone is added to the Zone Number to assist you in distinguishing between Spaces and Zones. In this example, the Zone Number was A so it is displayed as Flex Zone A. Flex Zones Importing Human Resources into Zones You can now import Human Resources into Zones using the Zone Name or Number as the Space Name or Number. Follow these steps to import Human Resources into Zones: IMPORTANT: The Zone s Floor Area Type must be set to Office Usable for the import to be able to add the Human Resources to the Zones. See Setting up Zones for Floor Area Type as Office Usable in this document. Create an import file. Use the Zone Name or Number as the Space name or Number. For this example, the data looks like the following : Flex4 B1 F2B1 As Built A Flex5 B1 F2B1 As Built B Flex6 B1 F2B1 As Built C Navigation: STRUCT UNITS Spaces Record Import

17 16 Figure 12: Importing Human Resources into Zones Set to HumanResourceSpaceLayout Browse to the file, select HumanResourceSpaceLayout for Document Type, select a Format and click OK. Figure 13: Setting Floor Area Type to Office Usable Select fields in the order they appear in your data file. All import fields are part of the key set. Click IMPORT button. NOTE: If Zone s Floor Area Type is not set to Office Usable, the message Space not found will be displayed.

18 Batch CAD Export CenterStone 17 Batch exporting of CAD drawings allows you to select any or all CAD Drawings for a Floor and export them to any location. The exported files are automatically named based on which naming convention you select. You can choose either Building Name_Floor Number or Building Number_Floor Number. Depending on your needs and how you plan on using the exported drawings, you can choose to hide Polylines and Label Layers, exclude Human Resource Label Layers, and include the Titleblock layers. Navigation: STRUCT UNITS Floors Search button select floors DWG Export. Figure 14: Selecting which CAD Drawings to Export b. Click DWG Export. a. Highlight the Floors you want to select. When choosing Floors, you can use Ctrl/click to choose multiple Floors. If the Floors you want to select are next to each other, you can use Shift/click to select the first and last Floor in the list. After clicking DWG Export, the CAD Drawings Export Dialog will be displayed: Figure 15: CAD Drawings Export Dialog a. Select one of the following naming conventions for the exported drawings: Building Name_Floor Number Building Number_Floor Number b. Check boxes to indicate what you want to include in the exported drawings. d. Click Export button. c. Browse to the location where the drawings are to be saved.

19 Human Resources Assigned Directly to a Building CenterStone 18 You can associate a Human Resource to a Building even if they are not assigned to a Space. This allows for situations such as an employee who travels often and visits various buildings and who is not assigned a permanent Space. A Home Office can be selected for them by selecting a Building from the new Building Assigned To drop-down field. Figure 16: Assigning a Human Resource to a Building Chrome Browser Support Chrome, the freeware web browser developed by Google, is now supported. Space Walker IE Support Space Walker is now supported on Internet Explorer. CHANGES CAD File Caching This performance enhancing function caches much of the floor plan data when it is displayed for the first time during a session. When the floor plan is displayed again during a session, it loads much more quickly, as only a portion of the data needs to be downloaded to display the floor plan.

20 Demand Requests added to Dashboards The new Demand tab gives you the ability to create a Demand Request and add Items to it. CenterStone 19 NOTE: To utilize this feature, please contact Manhattan Client Services to enable the Demand tab. Additionally, Dashboards must be enabled, if they aren t already. Navigation: DEMAND Demand Request Figure 17: Demand Tab Figure 18: Add Demand Request

21 20 Figure 19: Add Items button Enter information for the Space Demand Request Attributes and click Add to display the Space Demand Request Items screen. Figure 20: Add Items to Demand Request Enter Item information. When finished, click Save. When creating User Charts for the MAC Dashboard, the Demand Requests will be available for selection for the Category selection on the Data Fields screen as shown below.

22 21 Figure 21: Users will be able to select Demand Request The Demand Request will be included in the Category Name drop-down for users as shown in the MAC User Guide. Corporate Mapping Simplified Interface Formerly there were eight tabs. The following tabs have been removed: Service Requests Checklists Work Orders Worklist Items The Address Region filter field has been added to all Corporate Mapping screens. Figure 22: Simplified Interface

23 Rule Template CenterStone 22 When creating Rules in previous versions, the templates were not listed in the Template drop-down. This has been corrected in version for clients who use core Rules. Figure 23: Templates in Rule screen Customize Search Results Screens You can now mouse over any column heading in the Corporate Mapping, Service Request, Work Order and new SLA screens, to display a drop-down arrow. Clicking the arrow displays a new sub menu that allows you to: Sort information on the screen (ascending or descending). Select which columns to display. Organize the display of information into groups (Show in Groups check box) sorted by any field (Group By This Field) you choose. NOTE: Any selections/changes you make to views are not default changes - the original view will be reverted to when this window is closed and opened again.

24 23 Figure 24: New Sub Menu on Results screens Click the arrow to display the menu for sorting, column display, and grouping. New Fields Available for Space Custom Searches Five new fields have been added for you to select from when creating Space Custom Searches: Move Name Service Request Number Service Request Task Work Order Name Work Order Number Navigation: STRUCT UNITS Spaces Create Custom Search button enter a Search Name Add/Edit Results Fields button

25 24 Figure 25: Space Custom Search fields BUG FIXES The list below represents a subset of issues that have been fixed in release Where applicable, the customer Case number precedes the problem description / D01289 Blank pages in reports 6523 / D02665 Ability to name PDF file name as desired 6933 / D02981 MAC Detail window doesn t display properly when MAC window is kept at its original size 8103 / D03796 Custom Search Java pointer error 8161 / D03925 Include multiselect!= operation when Custom Search is used as basis of report 8478 / D04634 Search drop-down showing multiples instances of Sites and Buildings 8526 / D04295 Autofit not working correctly in Formatting for reports 9020 / D04858 In Grouped reports, the SUM option is blank for Space function grouping 9188 / D04868 Adding static character to Report Results column 9188 / D04869 Make Totals in reports in a more uniform position D05564 Turn on trigger to select Move Work Order Template for Work Order Creation D05730 Buildings drop-down needs <Refresh> in Floor Console D05793 Remove HR from the user login even though it was assigned to a user role D05815 MAC Flex Zones - zone status blank in space selection window when zone has HR on it D05886 Add Building Assigned To to Human Resource

26 25 D05958 MAC: Correct search/select an employee in MOI/MRI (Note: HR Grade level is no longer available in the MAC employee selection dialog.) D06217 MAC Flex Zone: show zone in MAC without the need to assign HR 1st to zone D06599 User assignment to MAC role not retained (Note: Login Name column has been added in Users tab in User Role console.)