Step 1: Review these concepts and examples:

Concepts

• Portfolio Scenario
• Space Requirement
• Space Forecast
• Space Allocation
• Allocation Event
• Groups Table
• Remaining Area and Usable Area Calculations
• Portfolio Scenarios and Areas
• Linking Projects to Portfolio Scenarios and Space Requirements
• Space Planning Compared to Advanced Forecasting
• Tour of Space & Portfolio Planning Console
  • Display Stack Plans and Access Building and Floor Information (the Allocated Buildings pane of the Stack Plan tab)
  • View Allocation Events and Allocations (the Events pane of the Stack Plan tab)
  • View and Work with Stack Plans (Stack Plans pane of Stack Plan Tab)
  • View a Scenario's Allocations (Allocation Events tab)
• Functional Groups
  • Bring functional group space requirements into a portfolio scenario
  • Syncing
  • Syncing Examples

Examples

• Example 1: Plan for a Growth Forecast by Acquiring New Space
• Example 2: Plan for a Growth Forecast Using Existing Space
• Example 3: Join Together Different Departments as a Functional Group:
• Example 4: Join Together Different Staff as a Functional Group
• Example 5: Find Space for an Acquired Company
• Example 6: Share the Portfolio Scenario with Others

Step 2: Generate the baseline inventory and create space requirements.

Prerequisite: Define inventory and area data, background data, and space standards.

• Define your area data and other background facilities data .
• Define space standards by completing the Room Standards table.

1. Review these concepts:
   • Space Requirements
   • Space Forecast
   • Overview to Define Space Requirements Task

2. Document your space needs with these methods:
   • Automatically generate a baseline inventory and space requirement items from current inventory.
   • Manually create a space requirement item.

3. As necessary, edit your space requirements:
   • Edit space requirement items, and enter projected values for the forecast periods.

4. If necessary, update your space requirement items with information from additional floors by adding baseline locations .
5. View space requirements in a chart.

Step 3: Create a portfolio scenario

1. Create a portfolio scenario or create a new portfolio scenario from an existing one
2. Add space to the scenario:
   • Add existing buildings and floors to a scenario.
   • Add space that you will acquire in the future to a scenario.

3. Document a floor's unavailable area.
4. Add your space needs to the scenario
   • Bring space requirements (created above) into a scenario.
   • Bring functional group space requirements into a portfolio scenario
   • Create new allocations in the scenario
5. Optional: Delete or edit a portfolio scenario.
6. Optional: Link projects to portfolio scenarios.

Step 4: Work with a scenario's stack plan to allocate space

1. Review these concepts:
   • Allocation
   • Allocation Events

2. Become familiar with the Stack Plan tab of the Space & Portfolio Planning Console
   • Display stack plans and access building information (Allocated Buildings pane)
     • Display a building's stack plan
     • Access information about a building or floor
     • Display a floor plan
   • View allocation events and allocations (Events pane)
     • Scan the list of allocation events and allocations
     • Open and refresh stack plans for allocation events
   • View and work with the stack plans (Stack Plans pane)
     • Review the stack plan
     • Control the appearance of the stack plan
     • Set the As of Date for the stack plan

3. Work with the stack plan to:
   • add new allocations
   • edit an allocation
   • split an allocation
   • move an allocation
   • reduce allocated space (negative allocation)
4. Further work with a portfolio scenario:
   • change the placement of allocations within a stack
   • mark up images and floor plans
   • edit space requirements and sync the stack plan (functional groups only)

Step 5: Analyze scenarios and share them with others

1. Output a portfolio scenario to PowerPoint.
2. Review reports and charts , including the Gap Analysis chart which is available from the Space & Portfolio Planning Console.

See Also

Space & Portfolio Planning Console: Overview