How to Use Microsoft Microso ft Visio 2010 for Facilities Management
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Facilities Management Summary Summar y Manage and plan facilities more efficiently with data-con data-connected nected diagrams. •
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Manage moves, adds, changes to spaces. Maintain occupancy plans. Monitor and plan current and future asset locations.
Manage Processes •
Document processes.
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Monitor progress for specific projects.
Occupancy and Asset Plans Use occupancy plans to: •
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Document spaces and occupants. Plan for human resource allocations. Communicate moving procedures. Track location of assets (for example, equipment, furniture).
Create a Facilities Management Process Flow Chart Open a Microsoft ® Visio® 2010 template. 1.
On the ribbon, click the File tab, and then click New.
2.
Click Flowchart, and then click Basic Flowchart.
Document a Facilities Management Process Add shapes from stencils. •
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Use Quick Shapes. Drag the shape from stencil.
Connect the shapes. •
Use AutoConnect.
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Use the Connector Tool.
Show diagram relationships. •
Create sub-process links.
Create sub-process links
Drag Shape
Quick Shapes and AutoConnect
View Flow with Data Open the External Data window. •
On the ribbon, click the Data tab, and then click Link Data to Shapes.
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Select Microsoft ® Excel® or another database file to open process data.
External Data Window
Connect Flow with Data Manually link data to shapes. •
Drag the data record to the workflow item.
Use Automatically Link (if shape IDs correspond with data records). 1.
Right-click the data window.
2.
Select Automatically Link , and then follow the steps in the wizard.
Drag to link Automatically Link
Display Data Graphics Add Data Graphics to show status of the steps. 1.
On the ribbon, click the Data tab, and then click Data Graphics.
2.
Under Available Data Graphics , select a shape, and then click in the Data Graphics window to apply.
3.
Add a Data Legend.
Apply Data Graphic Legend
Create a Space Plan Visio 2010 New File Screen
Open a Visio 2010 template.
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1.
On the ribbon, click the File tab, and then click New.
2.
Click Maps and Floor Plans, and then click Space Plan.
Use the Space Plan Startup Wizard to import an image, Visio, or CAD floor plan and a room list.
New in Visio 2010: Import AutoCAD files up to the 2008 file format
Create a Space Plan •
Open existing Visio file that includes empty spaces, or open an AutoCAD file (version 2008 or earlier).
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Add rectangles for spaces.
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Open space data in the External Data window.
Import plan from AutoCAD (version 2008 or earlier)
Create an Occupancy Plan •
Link to external data for space information.
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Manually drag a data record to a space.
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Automatically link to spaces by Space Name.
Automatically Link
Drag to link
Create an Occupancy Plan •
Add Data Graphics for occupancy information.
Create an Occupancy Plan Create and display reports. 1.
In the Shapes window, click More Shapes, and then click Maps and Floor Plans .
2.
Click Building Plan, and then click Resources.
3.
Drag the Space Report shape onto a page.
Use Hyperlinks Reference data in other files or Web sources. •
Open URLs.
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Open local files.
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Open a specific page in a Visio file.
Create “drill down” navigation by inserting a hyperlink. 1.
On the ribbon, click the Insert tab, and then click Hyperlink .
2.
Type or browse to the Address and Sub-Address.
3.
Type the description for right-click shape menu.
Visio 2010 supports multiple hyperlinks on a shape.
Result: Consolidated Process and Occupancy Diagrams Data Connected Diagram Hyperlink to other local and remote reference information.
Simplify
Import and display equipment data from Microsoft ® Excel® or another database
Share Link the data to Visio shapes and display the data using Data Graphics.
Publish To Microsoft SharePoint ®
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Save as a Web Drawing for display with a browser.
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Visio client not needed to view drawings.
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View in Microsoft SharePoint ®
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View drawings in a browser without using Visio.
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