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In this Exercise, you'll practice what you learned in the SiteOwl Plan Library course.
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If you haven't completed the course, first launch it here SiteOwl Plan Library, then proceed with the Exercise.
Task 1: Create a new Site for an Account in the Plan Library
An existing Account has a new location. You're ready to establish their location information in the Plan Library, which includes 1 Site, 2 Buildings and 2 Plans.
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Need help? Refer to Lesson 2 of the course.
Steps:
- From the Headquarters drop-down, select the Training or Sandbox Account, then go to the Plan Library menu option.
- Create the new Site. Use your Last Name in the Site's name, ex. Allen's Store.
- Create 2 Buildings for this Site, a Main Office and a Warehouse.
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Add a Plan to each of the Buildings.
Main Office: download the plan image below and use it to complete this step.
Main Office Floor Plan
- Warehouse: The account hasn't provided a Plan for this Building yet. Add a blank plan to use temporarily.
Check Your Work:
After completing the steps, confirm that the new Site, Buildings and Plans are shown in the Plan Library.
Your completed work should appear similar to this example:
Task 2: Update the Account's existing Site in the Plan Library to include a new Building with 2 Plans
An Account has expanded their existing location to include a new parking garage with 2 levels.
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Need Help? Refer to Lesson 3 of the course.
Steps:
- Go to the Account's Plan Library to view a list of their current Sites.
- Locate the Site you created in Task 1.
- Click the Information link to view the details of the Site.
- Add the new Building (Parking Garage).
- Add a Plan for Level 2 and Level 3. Since both levels are identical, you can upload the same image for both Plans (download the image below to complete this step).
Parking Garage Plan
Check Your Work:
After completing the steps, confirm that the new Building and Plans are shown in the Plan Library.
Your completed work should appear similar to this example:
Congrats! You've completed the Plan Library Exercise.
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Now keep learning with your next Self-Paced Training Course, Managing Projects in SiteOwl.
Attachments :
Parking Garage Floor Plan.jpeg
117 KB
Main Office Floor Plan.jpg
169 KB
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