2022 More Results for the IFMA ITC's Digital Twin Survey

IFMA Survey Summary: Expectations and Reality


Last year, R.O.I. partnered with IFMA’s ITC and Autodesk to run our first annual survey on the state of electronic documentation for building owners and operators. Autodesk recently published a whitepaper revealing the highlights of that survey, demonstrating current state and desired future state. Please download this document and see what the industry has to say!


The 2023 IFMA ITC Annual Digital Twin Survey is running now.

Please take a couple of minutes to chime in with information about your facility.


While you’re here, you might want to check out my prior article on the current state of electronic records and BIM requirements.


What Makes a Digital Twin?


Much like CAFM (Computer Aided Facility Management) and IWMS (Integrated Workplace Management System), what people believe a technology does or should contain is influenced by their respective needs. As a result of this survey, we see that the top component of a Digital Twin is a facility record model.


 Which Elements Are In Use Today?


The prior chart displays what facilities want from their technology adoption, as an end goal. They also shared what elements are already in use. We look forward to monitoring this during our annual surveys and seeing how the industry progresses.


Why Not Digital Twin?


For the respondents not yet utilizing a Digital Twin, a variety of obstacles were revealed. There are many replies citing a lack of resources (whether that be skills, funding, leadership support, or current large projects which would benefit), but nearly half of the negative replies indicate they cannot currently justify a business case.


Dominant Use Cases


For those who shared their expected business case, the most popular is supporting maintenance. Though, visualization for space and workplace management is not far behind. Commissioning a building and execution of jobs are fairly close in popularity as well. Some additional use cases were suggested, strategic portfolio planning, simulation, predictive design, and baseline comparisons.



Anticipated Business Benefits


When we asked, “Does your senior management see value in Digital Twin?”, a resounding 78% affirmed that they have support.


When queried, on a scale of 1 to 5, what are the most valuable benefits you expect from a Digital Twin initiative? All of the suggested benefits ranked strongly, indicating the importance for a wide range of functions. Receiving better deliverables and having an easier time keeping record documents up to date post-occupancy were valued most.



Please keep an eye out on notifications from R.O.I., Autodesk, and the IFMA Information Technology Community (ITC) announcing future results and surveys.


2022 Results for the IFMA ITC's Digital Twin Survey

IFMA Survey Summary: State of Digital Deliverables

Last year, R.O.I. partnered with IFMA’s ITC and Autodesk to run our first annual survey on the state of electronic documentation for building owners and operators. Autodesk recently published a whitepaper revealing the highlights of that survey, demonstrating current state and desired future state. Please download this document and see what the industry has to say!

The 2023 IFMA ITC Annual Digital Twin Survey is running now. Please take a couple of minutes to chime in with information about your facility.

To prepare you for the next run of that survey, we would like to go over the first year’s questions and results more in-depth:

  • What is your industry?
  • How much of your records are available digitally?
  • Do you require BIM for project deliverables?
  • Why haven’t you adopted Digital Twin yet?
  • What are the essential elements of a Digital Twin?
  • What are the most important use cases you have for Digital Twin?
  • What benefits are you expecting from your Digital Twin adoption?
  • Where are you in the process of digitizing your portfolio and asset records?
  • How are you planning to maintain your Digital Twin?
  • Do you have support from Senior Leadership?
  • Do you believe a single vendor can provide adequate features for your needs? 

Who Participated

The responses to this survey came from a variety of job roles across the industry, however, the majority came from Facilities Management and Corporate Real Estate Professionals. More than twice as many building systems (MEP/FP) AEC Professionals participated compared to Architectural.

To give you an idea of the type of work those roles specialize in, see the chart below.

Industry representation covers a wide variety of market specialties. Financial Services had the highest level of participation (16.8%), but Education (14.3%) and Commercial Real Estate (13.7%) were not far behind.

Current Electronic Records

Whatever goals we set for the future; it is important to assess where we are currently. The chart below illustrates what percentage of respondents reported having 50-100% of their documentation available electronically.

BIM Requirements

If applicable, do you require BIM deliverables for your new construction and/or renovation projects?

The answer is yes!

If you are wondering why BIM might be required on some projects, but not others, within the same facility, there can be a variety of reasons. Some might be budgetary, any projects over X amount will have room for documentation, but smaller ones may not. Renovations that only involve finishes but not MEP or structural components would also be a reasonable exception.

Long Term Digital Twin Management

When assessing whether or not a single software vendor was capable of providing a solution platform, 73% of respondents stated that they think it is possible.

Once a platform is selected, one needs to determine who will be responsible for maintaining their records over the long term. A majority (66%) of Owners intend to manage their Digital Twin in-house, whether than means utilizing an existing resource or expanding a team to hire specifically for those skills. Only 17% of respondents intend to outsource that work to a consultant at this point.

Please come back and read our next article on what facility owners and operators expect from a Digital Twin initiative, and where they currently stand with the various components of their smart buildings.


Tutorial: Creating a Basic Revit Model for Digital Twin testing

My company, R.O.I. Consulting Group, does Facilities consulting for a few IWMS and workplace management solutions. Not only are we using Autodesk Tandem for ourselves, we will also be coaching our clients through implementations or just Proof of Concept (POC) efforts.

So, let's say you want to try out Tandem without trying to justify expenses and write up RFPs and hire consultants, etc and just do it yourself.

First thought is that, at this point, Tandem will accept .rvt and .ifc formats only. 

If you don't have a Revit model yet, but want to proceed with testing, just download a trial of Revit LT and trace it. Eventually, you will want to have a full version of Revit, but if you need something to show people in order to get funding, this is a perfectly good place to start.

This is the current model of our offices, after I tweaked it and loaded it into Tandem. I'll add MEP components at some later time.

Following are the steps you can take to make a simple Revit model of one of your locations to start with. DISCLAIMER: To any design and construction side folks... we are not building from this, it is already built, please don't come at me for the lack of precision. I'm not showing how to design a project (because that is outside of my skillset). 

Creating a Revit Model for Tandem from a CAD Floorplan:

1.       Open Revit LT and create new project from Commercial – Imperial template

2.       On the Insert Tab, click Link CAD or Import CAD

3.       Navigate to your CAD file and select it.

TIP: Drag a folder from the navigation list to the shortcuts panel on the left, to make it easier to find your way back to this directory next time. (or click the Tools dropdown on the lower left of this dialog box to add this directory to Favorites or the shortcuts panel.) This tip works in AutoCAD and other Autodesk software.

4.       On the Architecture tab, click on the Wall dropdown to select Wall: Structural and trace the exterior walls and any known load-bearing walls in the floor plate.

5.       On the Architecture tab, click on the wall dropdown to select Wall: Architectural and trace the remaining walls on the floor plate.

6.       Add the columns to your model. This can be accessed through the Structure panel of the Structure tab, or the Build panel of the Architecture tab. Though on the structure tab, you are automatically selecting a structural column, on the Architecture tab, you must select between that and architectural columns.

a.       Start with the structural columns, as pictured on the right

b.       Then add Architectural columns where needed, as pictured on the left


7.       On the Build panel of the Architecture ribbon tab, click Door and insert doors where appropriate.

8.       On the same panel, click Window to insert windows where appropriate.

TIP: To hide your floorplan and assess the current state of your drawing, go to the Graphics panel of the View tab and click on Visibility / Graphics.

Navigate to the Imported Categories tab of the Visibility/Graphic Overrides for Floor Plan dialog box and uncheck the option ‘Show imported categories for this view’.

You can also control visibility by layer.

Click Apply and OK to save the settings.

Let’s compare the before and after below. You can see we still need to add casework, furniture, plumbing fixtures, and the Room objects… and I missed 3 Architectural columns I should have placed.

9.       We should first add Floor > Floor: Architectural from the Build panel of the Architecture tab. It will prompt you to select the bounding walls of your floor plate and will generate the floor object for you.

10.   For the casework, go to the Insert ribbon tab and the Load from the Library panel and click the Load Family button.

I’m going to keep things simple and choose base cabinets and some countertops. Feel free to check the standard families and replace the generic ones with something that reflects what is actually built out in the space. You might also find a site like BIMObject useful in locating a variety of furniture, fixtures, and other Revit families.

11.   Once your families are loaded, use the Project Browser on the left side of the screen to find your item, expand any available options, then right-click on that option and select Create Instance from the menu.

12.   Add elevators and other building components as needed.

13.   Follow the steps for creating a Room object here. You’ll want to make use of the Room Separator tool, to add bounding lines to any spaces without doors to break them up and to cubicle areas. And then use the Room tool to add the final room object with the remaining space around the cubicles. 

Wondering why I insist on polylining (sic) cubicles? 
I explained the reasons in this article. 

14.   Update the room tags to reflect the type of space and the room numbers being used, by clicking on the tag text.

15.   Under the Room and Area panel of the Architecture tab, click the down arrow to access the Color Schemes function. You can shade the rooms by Name or other parameters.

16.   Once you have your scheme established (it should be generated automatically, but you can adjust colors and hatches if you like), you will need to enable it in the Graphics pane on the left, using the Color Scheme field.

17.   Now it is time to upload our model to Tandem. Open your project from the home page, click the Files button on the left and select Import Model. We should not have any Phases to choose between in the new model we created, so all we do is name the floor in the Label field.

Now you have a basic model. You can go back and tweak things as you notice issues. 

For example, our lobby couches had been moved, and one of the elevators was facing the wrong direction, and some walls are glass instead of drywall. 

It is super easy to replace a model in Tandem once you have modified it. Just click on the name of your model in the Files tab and you'll get the Update Model dialog box. 

Video Tutorials

Get Started with Tandem - https://intandem.autodesk.com/resource/get-started-with-tandem/

Create a site, import model, work with filters to look at elements, add template to help with assets

Capture Asset Data - https://intandem.autodesk.com/resource/capture-asset-data/

Specify a facilities template and map assets, it applies parameters and counts as tagged assets

Capture data – select assets in viewer and assign data in properties panel

Working with the Inventory in tabular format (can export/import data using Excel)

Defining Tagged Assets https://intandem.autodesk.com/resource/defining-tagged-assets/

  • Asset is an object (furniture, equipment, door)
  • Parameters are properties we want to track (installation date, mfr, warranty end date, etc)
  • A group of parameters is called a Parameter Set
  • Classification – way to categorize objects, we can create what we want or use existing (master format, uniformat)
  • Different types of facilities might have different data needed
  • Can apply parameter individually by Element or as a group by Type
  • We create a template and include the classifications and parameters to include

Specify Data Requirements - https://intandem.autodesk.com/resource/specify-data-requirements/


Digital Twin Webinar October 19th - IFMA

I was fortunate enough this year to be asked to help prepare a survey on Digital Twin with Autodesk and the IFMA Information Technology Community. This will be an annual survey, so please keep an eye on our social medias when we announce the survey run again next spring.

Announcement for webinar, with speaker names and photos

It is a panel discussion, which I will be moderating. We will hear from a variety of viewpoints, because digital twin (much like IWMS) is going to vary based on the needs of each use case and user.

During the Webinar, I'll briefly review some highlights of the 2022 IFMA Survey on Digital Twin, then we have some major topics we will cover. There will also be time at the end for Q&A from the attendees.

The whitepaper detailing the entirety of the survey and key takeaways will be published at a later time, I will share when it becomes available for download.

  • Melanie Stone - Representing Facility Owners and Operators
  • Mark Mergenschroer - Representing Design Software (but a past Owner himself)
  • Erik Jaspers - Representing IWMS Software
  • Chris Lorrain - Representing the Civil Industry and Laser Scanning
  • Brett Spindler - Representing IT/OT (or IoT)

IT/OT convergence is the integration of information technology (IT) systems with operational technology (OT) systems. IT systems are used for data-centric computing; OT systems monitor events, processes and devices, and make adjustments in enterprise and industrial operations.

Register for the Webinar here: https://us06web.zoom.us/webinar/register/WN_-smRy_GpSRaCC_GWZFUTIw

Thank you to IFMA ITC, Autodesk, and R.O.I. Consulting for sponsoring this survey and webinar!


Revit and Room Bounding for Cubicles and FM

A few weeks ago, I was tagged in a thread on Twitter. 

A designer, seeking to improve processes and workflow, was asking how to improve their client's method, because they felt it could be done more effectively. 

That's the type of seeking I LOVE to see. 

Except... the client was already doing what they had to do for their lifecycle and could not change it.

The question came down to cubicles, and storing data related to it. He felt that the addition of rooms/room bounding lines was labor and effort that was not necessary. But, I was able to confirm for him... 

Cubicles need to be rooms. 


Glad you asked. 

When a Facility Owner / Operator connects their Revit Model to their IWMS [disambiguation], the room records in Revit will connect to the room records in the target database. 

Everything in asset management systems start with a room record.

The reason Facility Managers specify design output / handover / deliverables in .RVT or .DWG is that their CAFM has a plug-in that installs with either of those programs (and those programs only), which connects known entity types in Revit with specific tables in the IWMS.

Any data that are a part of those specific types of entities in Revit, will populate as metadata into the appropriate records (and all of their interconnected tables) in the database.

It was only through a mutual connection that I was randomly brought into this conversation to speak for the owner's side. So, please... ask your FMs WHY before you go assuming they are wrong in their approach and move forward with your ideas for improvement after that point, if they are still needed.

Your data has SO MUCH LIFE beyond the construction or renovation you are currently working on. And sometimes, a little more effort is necessary to fit with our myriad other systems, but it makes less effort in the long run throughout the lifecycle.

Also, do not ask the PMs on the client side about BIM standards, they have high turnover and don't know why the FMs do 99% of what they do. If you want an actual answer, find the SME in the receiving facility, working with the CAFM, they'll be able to tell you. 

Curious about the roles and responsibilities on the post-construction side? 

I explain PMs, FMs, SMEs and other related groups in this article. 

There was an Autodesk Discussion Group thread ages ago (intended to be working with FMDesktop but it still applies) to how we need cubicles to be Rooms in Revit today with ARCHIBUS or Maximo or Tririga or FM:Systems FMInteract et al. if you would like to verify what I have stated here.

Want to learn more?

You can listen to this podcast where I discuss document handover for facilities clients

For further information on who the owners are, and how they access and utilize your data throughout the lifecycle of the building, please see this video presentation.

Here are two back to back presentations on BIM in FM, the first speaker is from Penn State. We did not collaborate beforehand, but both of our presentations aligned. THESE are the issues important to FM.

Lastly, I'll point you to this podcast episode of BIMThoughts on how Facilities is more than just HVAC. Having multiple people involved in the discussion, it is a far more organic discourse and touches on a variety of facilities concerns.

Story time!

This specific (massive) renovation project was back before I mandated BIM in my facility, so we were only discussing AutoCAD deliverables, but serves as a perfect example of communication saving time, and lack of communication wasting time:

Contractor #1: Asked me why we needed layer standards and why we needed one plotted output sheet per dwg file.

A1: we need layer standards so we can quickly identify and merge content, or quickly locate specific items during an emergency (I worked in a hospital). 

He countered with, do you merge the sections and details into those plans? Do you search for layers in sections and details?

No. No we do not. Sections and details are searched for by their identifier and not merged. BAM, he saved his team a load of effort, because he could skip schedules and details and sections that did not matter to us (which I noted in later revisions of the standards). 

A2: We needed one plotted output sheet per file (example Sheet M1 is one file, Sheet M2 is another file), because we used a document management database. Any of the 200 people on the maintenance staff could filter through a dozen pieces of information and drill down to just the 'blueprint' that they needed. They click the link and that specific file comes up and they can access it through a DWG viewer quickly and easily, in case of emergency. 

No worries, he ran some type of script that duplicated his files and then removed all but one of the layout tabs, bam, one layout tab per file.

Contractor #2: Never spoke to us at all. Just told their PM who told our PM that the CAD standards were stupid and unattainable and would take over a year to complete, etc. 

That PM (I'm looking at you, Leslie Hoffman! <3 ) called a meeting with their designers, both PMs, and me to talk it out face to face.

A1: Layers are impossible to translate with any speed or accuracy. 

... they were renaming them by hand. 

Never used a layer translator or script or anything. I told them point blank that Contractor #1 had completed all of their revisions in less than 2 weeks, though their scope was larger. I delicately suggested they should hit Google or ask me for suggestions on how our other contractors are handling their compliance. (As an aside, EVERY design team, should have at least one person on staff who is capable of scripting changes on a large scale. That's why we have computers instead of drafting tables these days, for efficiency. I shouldn't be the one responsible for teaching my contractors this stuff, FMs have other things to do.)

A2: Cropping model space to meet the single layout requirement was impossible with any speed.

~blink blink~ 

They took (and I could see where they'd think this) our requirement for document management regarding a single layout to mean that not just layouts were being manipulated but what they showed in model space. Model space was not ever mentioned in my documents (I later added clarifying language that only Layouts applied, modelspace could remain the same without impacting us). 

BONUS ANSWER: They did not ask, but it was worth stating, our RFP included our specs for deliverable, it was part of a bid, and was available to them from before the project even started. Why were those standards not read until handover?

They could have started out using AIA layering and ensuring their pipe labels were done correctly, instead of going back to fix it later. Set up one template file up front that complies, and use that for everything dealing with our projects. Easy-peasy at the end.


Job Search Dos and Do Nots

I do the annual surveying of the design industry, which includes questions about salaries, job security, benefits, etc. Consistently, year after year, 80% of people say they got their jobs through someone they knew, not through just cold applying to jobs.

Aka, networking!

image from forbes
How DO you get started in networking?

  1. Get to know your local design community. Are there autodesk user groups or trade organizations? Join them. 
    • Show up, ask questions. If you can, answer questions.
  2. Display your knowledge. If you can present in public, offer to present to schools or local educational events (the AIA, AGC, etc). 
    • If not, contact someone who blogs about your industry and ask if you can write a guest post, they’ll appreciate having content written for them, and their readers will hear your name, and their network might share your topic with others.
  3. Not up for talking or don’t have an article topic in mind? Hit up some forums or social media hashtags and try answering questions. 
    • Even if you cannot answer them, commiserating or clarifying their questions can still help you develop a reputation.
  4. Ask folks which skills are most in demand? 
    • I tend to find that folks around me who have designed MEPFP components are very rare, so studying up on that can help you find these jobs to stand out in, and they pay more than a lot of other specialities.

How about some DO NOT dos?

  1. Do not post on forums “I’m looking for a job”. 
    • You will most likely get deleted, and no one cares if you’re looking for a job, they care what you know and can help them with, and that you can read the rules of the site you are using.
  2. Do NOT cold contact hiring managers or internal recruiters, or try to pressure your mutual contacts to pass on their information. 
    • That is completely unprofessional and not respecting of the person’s time.
  3. If you do have a friend inside a target company do NOT apply to a job before talking to them.
    • Their HR Software might have a referral engine that depends on them making the referral first, so that if you apply first and then ask for a referral later, they cannot do it.
  4. Do not be invisible online. Have a LinkedIn profile at the very least, WITH a photo. 
    • Almost everyone in HR and a lot of hiring managers will Google you and be suspicious if you have zero online footprint.
  5.  Do NOT add people on LinkedIn and then immediately slide into their DMs with 'who can you introduce me to'? 
    • I know finding a job is your priority, but you need to build a relationship with people before asking them to perform uncompensated labor for you. 

The main thing to keep in mind is that people do not hire someone for skills, they hire people they will want to work with. If you get along with them, and have a good reputation, you will find it much easier to discover opportunities.

See other online networking tips here: 

How to keep up with social media

How to get started with social media


What a Facility Owner wants you to know

    I cannot count how many times I have spoken to the AEC industry on a perspective from the Owner's side. It is so important to have our voice heard, for design teams to learn from us as we learn from them and we meet together to create a sustainable lifecycle for our buildings and data.

    But with the last team who approached me, I was not sure what to present on, and the organizer, Karen Kensak, suggested something like Digital Twins. I was like, UGH not another shiny technology, when people do not even deliver what they are contracted for most of the time. 

    So... that became the topic of my conversation. They do not record their presentations, so I decided to record my own and post it, because it is a really important discussion. 

    Behind every technical analysis I have responded with over the years, is a disappointment that most design teams are not consistently meeting contracted requirements. 

    Yes, I lay plenty of blame on the Owner's side, from the PMs not understanding or caring to Finance closing out books and sending out final payments before requirements have been met... but just because someone lets you get away with something, does not mean you should.

    If you do not care to watch an entire video, and prefer podcasts instead, I did touch on some of the same topics (although a little less forthrightly) on an episode of BIMThoughts last year. After hearing the playback of that interview, I felt I should make a presentation addressing how I always dance around the real issue for us owners, but did not get around to it... until today.

    We have such passion and energy in our industry, among those of us who share knowledge. But not everyone is like us. They do not understand or do not care or have too many time pressures, whatever the issue is, if we close the loop, it will benefit all of us.

if you do not see a video embedded here, try switching your browser to "View Web Version" or click directly on this YouTube link

    Not only will it make the next renovation easier, faster, and cheaper for all parties involved, it should help our economy as a whole. As I refer back to (yet again) the NIST study that shows that there are billions of dollars of lost information in our industry every year, most of which is borne by the capital facilities portion, aka, our clients.

    I also mentioned in my talk, the article I wrote about the 'alphabet soup' of acronyms for FM, so here is the link: TLA/FLAs for FIM/IWMS

Facilities Management Q&A forum: https://www.augi.com/forums/forumdisp... Salary Survey 2021 https://www.surveymonkey.com/r/2021AUGIsurvey Are you looking for a new job? https://www.surveymonkey.com/r/2021JobSearch


What's new in ARCHIBUS v26.1

In the past, ARCHIBUS has been on a longer release schedule, but they are currently putting out new versions quarterly, for their clients who choose a SaaS model.

I was able to join in on the most recent new features webcast, which was focused on user experience (UX) and return to work (RTW RTO).


  • Space Console: Query Search
  • Space Console: UX
  • Move Console: UX
  • ARCHIBUS Workplace: Accessibility
  • ARCHIBUS Workplace: Hoteling
  • Reports Central
  • Badging Connector and Report
  • Framework Controls: UX

Space Console: Query Search


Machine generated alternative text:
Space Console Query Search 
Designed to quickly 
search and access 
specific information 
Create a flexible 
Locate employees, 
buildings, etc. 
Find employees in 
permanent or 
hoteling seats 
Space Console 
Building - "NC05" AND Division LIKE 
BEDFORD - NC05 - TGD Technology center 
Floor 04 - NC05 - CORPORATE MGMT 
Room Categories 
Area ft2 
O Query 
)4 - Highlight Rooms By Divisions 
IEjLj Lj



The main strength of CAFM/IWMS/EAM systems is the data being in one place, and normalized. So all improvements into finding, querying, reporting on data get me really excited.

In addition to spaces, you can also find employees with this function, whether they are permanently assigned to a space or hoteling.


Ying Qin ran a demo of Space Console Query Search so we could see it in action.

There are three switches for this query feature:

  • Query
  • Employee
  • Quick Search


Machine generated alternative text:


Query search is for a space manager who knows the data

Switch this dropdown to employee, to search for people (by employee ID or name)

Quick search is the 3rd option


Machine generated alternative text:
Category INCL ES C'office", 
- MET - Met Millimeters 
Floor 01 
Floor 03 
BEDFORD • AB • AB Building 
Floor 01 - OFFICE 
Floor 02 - OFFICE 
Floor 03 - OFFICE 
Floor 04 - OFFICE 
Floor 05 - OFFICE 
Floor 06 - OFFICE 


Can use 'contains' in the searches

Drill down into results and set room highlight types


Machine generated alternative text:
SRL 07 
O selected 
Place in Waiting Room 
Employee Code 



Machine generated alternative text:
Space Console 
Employee Code 
NCOS 02 

Space Console: UX


Machine generated alternative text:
Space Console UX 
Designed to save time when 
navigating the Space Console 
Print floorplans without 
Zoom while selecting 
employees or rooms 
Drag and drop employee 
NCOS 04. 
Highlight Rooms By Occupancy 
Sabrina Logan 
Kelly Grant 
Elise Hagen 
John Voss 
margaret cohen 


Space Console User Interface improvements now include the ability to:

  • Can print blank floorplans with no highlights
  • When selecting employees or rooms, zooms in on results
  • Drag and Drop Employees (names and numbers)

 Move Console: UX

Machine generated alternative text:
Move Console UX 
Allow Move Coordinator 
Move Console 
Move List 
to speed work 
All Move Types 
Create Move Request in 
Configure Opti o ns 
Move Console 
Filter Moves on Division, 
Project Code, Name and 
Move Order 
My Date 
project Code 
Move Ord 
Requested (0/15) CJ 
Requested-Routed for App 
Approved (O/S) 
Issued-In Process (0/20) 
Request an Employee Move 
Request a Group Move 
Request a Mcwe for a New Hire 
Request a Mue for an Employee Leaving 
an Equipment Move 
an Asset MOVE 
Request a Rc.rm Move 
project Status 
cv for Approval 
Clear Cancel 
Department C Ode 
ro Date 
Project Name 
project Descrtgoon


Improvements include these abilities:

  • Can now create a move request from within the console
  • Can filter moves based on their Division, Project Code, Move Name and Move Order

ARCHIBUS Workplace Accessibility


Machine generated alternative text:
Archibus Workplace Accessibility 
0-00 AM - AM 
030 AM - 9m AM 
1100 AM - 11:30 AM 
2:00 PM • 2.30 PM 
2:30 PM • PM 
Roll out 
Workplace to all 
employees with 
WCAG 2.1 
Level A and 
AA Compliant 
Room 1118 
• I-soseaß 
Meeting Space Booking 
Input Meeting Info 
Recurrence Pattern 
Choose Meeting Time 
Start Date 
11:30 AM -12:m PM 
9m AM. 9.30 
12:00 PM - 12:30 
PM • 3:30


Improvements to the Workspace App are summed up by:

  • Features for visual and hearing impairments
  • WCAG (web content accessible guidelines) 2.1
    • Level A compliant
    • Level AA Compliant

 ARCHIBUS Workplace Hoteling

Machine generated alternative text:
Archibus Workplace Hoteling 
Help keep employees safe while 
enhancing their desk booking 
Workspace Reservations 
Limit the number of days to book 
Limit to all-day bookings only 
Enable a health check before 
checking in 
Book near a colleague; see who else 
has booked a desk while searching 
Workspace Booking 
TGD Technoiogy Center 
Select a workspace 
05 •a 
Fun day 
Health Check 
Start d ate 
have not experienced any Of these symptoms in the past 48 
• fever or chills 
• cough 
• shortness of breath or difficulty breathing 
• fatigue 
• muscle or body aches 
• headache 
• new loss Of taste or smell 
• sore throat 
• congestion or runny nose 
• nausea or vomiting 
• diarrhea 
• Unenclosed Workstation 
• 1 space

  • Ability to limit the booking window (application parameter)
  • Limit to all-day bookings (previous settings were morning / afternoon) (this application parameter is either/or, it cannot be utilized both ways)
  • Enable a healthcheck, with configurable text, prompt before booking is finalized. If you don't check in, the reservation will be released
  • Book near a colleague, because you can see who else has booked, during your search for a space

 ARCHIBUS Workplace UX

Machine generated alternative text:
Archibus Workplace UX 
Make as easy to use as 
Removed pins on floor plan 
during booking 
Removed room labels on 
floor plan during booking 
Workspace Booking 
Workspace Booking 
Starl Oate 
Fun Day 
Room Type 
9m - SOO PM 
AM . 1:00 PM



ARCHIBUS Workplace User Interface improvements make room selection less busy and easier to navigate

  • Removed pins on floor during booking
  • Removed room labels on the floorplan during booking

Reports Central


Machine generated alternative text:
Building - "NC05" AND Division LIKE 
BEDFORD - NC05 - TGD Technology center 
Floor 04 - NC05 - CORPORATE MGMT

Machine generated alternative text:
Reports Central 
A Archibus 
Created to easily 
analyze the data you 
need to make 
informed decisions 
Create simple reports 
with charts 
Quickly tailor by 
filtering, selecting 
Publish and share 
reports with 
executives and peers 
Reports Central 
Tables Reports 
A" Work Requ•sts 
Arc hived Work Requests per Mon thJWeek 
Historical Work R •quests 
Work Assignments 
Request Labor Sync 
Historical Work Requests 
C) t Fields Addfilter Ld Chart Save O 
Total Cost greater than 
Equ ipme nt Code IS not blank 
Work R" Code 
run emergency 
A Archibus 
Reports Central 
Eqw Is 
Occupmcy by floor


Octavian ran through a demonstration so that we could see the reporting improvements in action.


Reports Central

  • Create simple reports, with charts
  • Quickly modify by filtering and selecting fields
  • Publish and share reports with others


This one excites me.

ARCHIBUS has always been my favorite CAFM platform, but it was a bit of a contrast when I began using FMInteract from FM:Systems because the reporting was so much easier to get going with. I literally had zero training and was able to get going with FMS / FMI reporting (to be fair, I had prior exposure to the slightly strange FMI database structure as an ARCHIBUS Solutions Architect performing data mapping for migrating clients, so that surely helped. It was very easy to get going with in reporting.).

These new changes look to be leveling the playing field a bit more with regard to the usability and lowers the barrier to entry in ARCHIBUS reporting.


Machine generated alternative text:
A Archibus 
Real property 
Capital Projects 
Sustainability & Riü 
Workplace Services 
Reports Central 
O Select Fields 
Cost to Replace 
Building Code 
Equipment Code 
Y Add filter Chart 
Equipment Description 
Equipment Code 
Equipment Standard 
Fl Code 
•./ Save 
Employee Personal protective Equipment 
Equipment Asset Attributes 
Equipment Audit 
Equipment Counts by Standard 
Equipment Depreciation 
Equipment Inventory vs. Audit 
Equipment Inventory vs. Trial 
Equipment Parts 
Equipment Peripherals 
Equipment Ports 
Equipment Standard 
A. PC 
Cost to Replace 


Machine generated alternative text:
@ Select Fields 
Cost to Replace 
Building Code 
Floor Code 
Equipment Code 
Y Add filter 
Is greater than 
Chart Options 
Chart Title• 
Budding Code 
Equ•ment Standard 
Floor Code 


They support 4 chart types currently, but will be adding more in future releases

Machine generated alternative text:
Chart Save 
Chart Options 
Bar Chart 
C umn Chart 
Li Chart 
Pie Chart 


  • Bar Chart
  • Column Chart
  • Line Chart 
  • Pie Chart


Machine generated alternative text:
I s greater than 
Report Profile and Publishing 
Equipment by Cost to Replace 
Equipment by Cost to Replace in Building HQ and 
Publish Report 
my report visible to others 
Process or Role' 


Then you can save your report, either privately or shared with your team. When you publish the report, you dictate the Application and Process or Role to store it as.


This reporting can be restricted or allowed by Role. The 'publish report' is not a PNAV (process navigator) item, it resides within the Reports Central Process, and published reports will only be visible to those with the assigned application/process/role dictated by the reports.


One limitation is that there is no support yet for math. No averages or sums are available, but they will be in a future release.


If you are a report designer, you can lock some of the filters, so the asset manager who receives the report cannot add a filter. Basically, there is control how much filtering the end user will have access to based on your target user role.


Since this is version 1 for this feature, ARCHIBUS would love to get user feedback on it to help inform future releases. If you do not know how to submit feedback, contact your ARCHIBUS Business Partner.

Access Monitoring: Badging Connector


Machine generated alternative text:
Access Monitoring (Badging Connector) 
Monitor capacity and 
social distancing 
Import employee 
badge data 
Support contact 
tracing by 
tracking facility entry 
Monitor space access 
and utilization 
Code: A 
Seen(Daily, Avg.) 
Building Access Inrormation 
Cun ju •V N" 0 
Daily Utilization 
R TUV•e W"' VuZ'• 



Access Monitoring (Badging Connector), these features can help ensure social distancing compliance by monitoring the current capacity / occupancy of your space:

  • Imports employee badge data
  • Supports contract tracing by tracking entry to facilities
  • Monitors space utilization and access

As an aside: I have heard that this company, DLR group, is doing a lot of exciting data-centric forward-thinking work in the AECO industry re: IoT and IAQ, including not using badging or grid scans of occupancy scanners or other similar data sources for occupancy counts, but also using thermo data to detect changes in air temperature, indicating occupancy increases to unsafe levels. Neat stuff. 

Framework Controls: UX

Machine generated alternative text:
Framework Controls UX 
Designed to save time by 
allowing easy locating and 
uploading of items 
Update drawing control's 
toolbar icons 
Allow drag-and- 
dropping documents to the 
form's document field 
Highlight a selected tree node 
Work Request 
More Information 
Simple Tree - Depe 
Department by Division 
ACCESSORIES Accessories 
• ADMINISTRATION Administration 
• eun01NG svcs 
c-HUMANITIES college Humanities 
C.MANAGEMENT College Management 
of sciences 
ELECTRONIC sys. Electron* systems 
• EXECUTIVE Executive 
Problem on 
• 227.298 
oate 44-2021 
to m 



Framework Controls User Interface

  • Updated drawing control toolbar icons
  • Ability to drag and drop documents into the document field
  • Highlights in the tree which item you have selected


These changes apply across the product.

New Features and FAQ

There was a future features / backlog / roadmap portion of the presentation, but I will not be discussing that today, as it will be made public by ARCHIBUS at the appropriate time.

Likewise, I will not be sharing my notes and screenshots on the FAQ portion of the call, as much of that was regarding items currently in development which have not yet been released. Disappointing, as I have SOOOO many comments regardings some of them.

I always love new features, but, as someone supporting IWMS software, most of which is still (an average) of 60% customized, it does make me nervous. ;)