Planning settings

The planning settings within the application settings are the global defaults and apply to Maximo Real Estate and Facilities as a whole. The values can be changed at the portfolio plan level as needed. If you change the values in the Planning Settings tab, authorized users can select portfolio plans and copy the updated values into them.

Set the default planning settings for Maximo Real Estate and Facilities on the Planning Settings tab that at Tools > System Setup > General > Application Settings.

If you have IBM Maximo Real Estate and Facilities Real Estate Manager and use real estate lease contracts for supply planning, you can select the Use Real Estate Lease Contracts for Supply Planning check box.

If the Use Real Estate Lease Contracts for Supply Planning check box is selected, IBM Maximo Real Estate and Facilities Strategic Facility Planning finds the leases for each building and uses the start and end dates from those leases. In this scenario, Maximo Real Estate and Facilities tracks as many leases as there are for a building, for example, when a company has separate leases for each floor of a building.

If the Use Real Estate Lease Contracts for Supply Planning check box is cleared, IBM Maximo Real Estate and Facilities Strategic Facility Planning uses the Tenure field in the Details section of the General tab of the building to identify leased versus owned property. Maximo Real Estate and Facilities then uses the In Service and Actual Retirement fields on the Location Status section of the General tab of the building as the start and end dates for availability of the building for planning supply. In this scenario, IBM Maximo Real Estate and Facilities Strategic Facility Planning has only one set of start and end dates that it can use for a building.

In the Space Class Used for New Supply field, identify the space class that is to be assumed when you request more supply during the supply or demand analysis or during stack planning.

In the Details section, establish system-wide default values for the Move Downtime Estimated Cost (per Day), Move Downtime Estimate (Days), Analysis Term in years, and Discount Rate (percent) fields. The values for Move Downtime Estimated Cost (per Day), Move Downtime Estimate (Days), and Move Downtime Estimated Cost are per person and are used as factors for calculating scenario churn metrics. Maximo Real Estate and Facilities uses the Analysis Term and Discount Rate (percent) fields as factors for calculating scenario financial metrics.