Develop the Inventory and CAD Plans

Advanced portfolio forecasting uses areas and lease information that you import into a portfolio scenario . For information, see Portfolio Scenarios and Areas . You can develop your area information as:

• Suite area (Leases / Suite Analysis process)
• Room area (Space Inventory application)
• Group area (Space Inventory application). If you have developed a group inventory, you can copy the inventory to a portfolio scenario to use it as the basis for a space forecast. See
• Create a New Portfolio Scenario by Copying from a Group Inventory.

You can record areas in the database, or have the system derive the areas from CAD drawings.

From your CAD plan, you can generate enterprise graphics . For example, you may want to access a suite CAD plan from the console and use the console's mark-up features to annotate the suite plan.

Also as part of the Space Inventory or Leases applications, you will develop your organizational hierarchy, room standard definitions, employees, space inventory, CAD plans, leases, and so on.

Review and Update your Facility's Inventory

If you need to review or edit the information developed with the Leases or Space Inventory application, run the following tasks of the Real Property / Advanced Forecasting / Background Data process.

• Define Geographical Locations
• Define Locations (Sites, Buildings, Floors, Rooms)
  • You typically will want to depict each building's floors in floor plan drawings.
• Define the Organizational Hierarchy
  • Click on the ellipses button of the Highlight Pattern field to access the Set Highlight Pattern dialog for defining the pattern. For information, see Defining Highlight Patterns. The Space & Portfolio Console's stack plan tool uses the color of a division or department's highlight pattern as the color for stack plan elements (allocations) for this organization.
  • You can also define highlight patterns by running the Background Data / Define Organizational Highlight Patterns task, which offers tools for defining multiple highlights at once.
• Define Employee Standards
• Define Employees
• Define Room Standards
  • Define Space Standards by Completing the Room Standards Table

Add Cost Categories

When you add recurring costs for buildings, cost category is a mandatory field. The Background Data / Define Cost Categories task enables you to add new Cost Categories and edit existing ones. See About Cost Categories

To add a new cost category:

1. Select Real Property / Advanced Forecasting / Background Data / Define Cost Categories task.
2. In the Cost Categories selection list, click Add New.
3. In the Cost Categories section on the right, complete the following required field:

   Cost Category -- Enter a unique value to identify the cost category, such as: BUILDING - MAINTENANCE, RENT - BASE RENT, TAX - PROPERTY TAX, TAX - SCHOOL TAX, UTILITY - ELECTRIC.

4. Enter the following recommended fields:

   Cost Type -- Select a value from the drop-down list. The Cost Type identifies cost categories with specific types. You can search for costs by type. See Cost Type for more information.

   Cost Class -- Click the ellipsis, and select a Cost Class from the list.

5. In the Chargeback Definitions section, select the Assigned To - Rolls Up To - Prorates To value for the cost.