Strategic facility planning preparation

To prepare for strategic facility planning, check that the portfolio is set up correctly for planning.

Prerequisite portfolio setup
To use IBM Maximo Real Estate and Facilities Strategic Facility Planning , information about the portfolio must first be set up by an application administrator.
Level of detail
The IBM Maximo Real Estate and Facilities Strategic Facility Planning setup gives users a flexible range of data detail or simplification to suit the needs of an organization. There are trade-offs to consider when you consider a simpler approach versus collecting detailed data.
Naming
Use names for locations, space classes, organizations, and geographies that describe the element clearly and concisely and that have the key differentiators at the beginning of the name.
Geography
Before you start the strategic facility planning process, you must be sure that the geographies are configured correctly for planning.
Location
IBM Maximo Real Estate and Facilities Strategic Facility Planning focuses on buildings and floors for planning. Space within floors is an essential part of the planning data capture process.
Buildings
IBM Maximo Real Estate and Facilities Strategic Facility Planning uses information from building records that must be set during portfolio setup.
Space
IBM Maximo Real Estate and Facilities Strategic Facility Planning uses information from space records that must be set as part of the portfolio setup.
Organization
Organization is used in strategic facility planning primarily when you generate planning data. Organization information allows IBM Maximo Real Estate and Facilities to aggregate demand data that relates to people and allocations for a planning level organization and its child plans.
People
For IBM Maximo Real Estate and Facilities Strategic Facility Planning to be able to relate spaces to organizations and geography, people records must identify the spaces that each person occupies.

Parent topic: Setting up the planning environment