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Real Estate Portfolio Management / Advanced Portfolio Forecasting / Advanced Portfolio Forecasting / Space & Portfolio Planning Console

Add Space Requirements to a Portfolio Scenario when Working with Functional Groups

When working with a portfolio scenario at the functional group level, you follow a slightly different procedure for bringing in your space requirements than is outlined in Add Space Requirements and Forecast Space Requirements to a Portfolio Scenario.

Because the Space & Portfolio Planning Console includes the Space Requirements tab, it is not necessary to work with the Define Space Requirements task. You can do all your work from the Space & Portfolio Planning Console, as outlined in Method 1.

Method 1: Develop the Scenario First

1. Run the Space Planning & Management / Strategic Space Planning / Space Planner / Space & Portfolio Planning Console task and define a portfolio scenario at the functional group level.
   • The system creates a space requirement with this same name.
2. Move to the Space Requirement tab.
3. Choose Add Baseline Locations.
   • On the resulting Add Baseline Locations form, enter the method by which you will summarize space, and the buildings and floors from your inventory that you will use.
   • According to the summarize method, the system creates a space requirement item for each unique department on a floor.
   • For information on how the system generates records, see Automatically Create Space Requirements from Inventory.
4. The system lists the space requirements that it created. To specify a space requirement item as a functional group, click on the space requirement item and edit its Functional Group Title field. For information, see Concept: Functional Groups.
5. Create as many functional groups as required.
6. Move to the Stack Plan tab. If not already displayed, display the stack plans for the Unallocated building and buildings in your inventory.
7. Click Sync. The system updates the stack plans with any differences (such as creating functional groups) from the baseline.
8. As needed, return to the Space Requirements tab and edit your space requirements. Click Sync, and the system will update the stack plans with your edits.

Method 2: Develop the Space Requirements First

1. Run the Space Planning & Management / Strategic Space Planning / Space Planner / Define Space Requirements task. Define a space requirement at the functional group level.
2. Run the Space Planning & Management / Strategic Space Planning / Space Planner / Space & Portfolio Planning Console task.
   • Create a portfolio scenario at the functional group level with the same name as the space requirement developed in step 1. These items will now be linked.
   • Add to the scenario the buildings that you added to the requirement in step 1.
3. Move to the Console's Space Requirements tab. You will see that the space requirement items created in step 1 are displayed.

4. To specify a space requirement item as a functional group, click on the space requirement item and edit its Functional Group Title field. You could have also done this in Step 1. For information, see Concept: Functional Groups.
5. Create as many functional groups as required.
6. Move to the Stack Plan tab. If not already displayed, display the stack plans for the Unallocated building and buildings in your inventory.
7. Click Sync. The system updates the stack plans with any differences (such as creating functional groups) from the baseline.
8. As needed, return to the Space Requirements tab or the Define Space Requirements task and edit your space requirements. Click Sync, and the system will update the stack plans with your edits.

Note: When using the Define Space Requirements task to define space requirements at the functional group level, you can develop a forecast space requirement and estimate the amount of space each functional group will require over different forecast periods. You can then view this information in the Space Requirements chart. However, if you next define a portfolio scenario with the same name so that the forecast space requirement and portfolio scenario are linked (as described in the above procedure), you cannot work with the various forecast periods on the stack plans. You will be limited to working with just Period 1.

See also:

Working with Scenarios and Requirements for Functional Groups

Syncing

Functional Groups (Concept)

Example: Join Together Different Departments as a Functional Group

Example: Join Together Different Staff as a Functional Group