Planning environments

Planning environments contain planning elements and configurations that are the primary source of planning data that is used by IBM® Maximo® Real Estate and Facilities Strategic Facility Planning.

A planning environment is a time-based approved portfolio or space plan that is the planning data for implementations or forward-looking metrics. An approved scenario updates the planning environment to reflect the new or updated plan. The planning environment is sometimes referred to as the plan of record, the master plan, the master space plan, or the space plan of record.

Planning environments can be configured to manage the following data groups:
  • Planning year and planning periods
  • Key contacts and contact roles
  • Planning scope
  • Planning data
  • Forecast data

Typically a planning environment is set up once a year for cyclical planning as part of an annual budgeting cycle or business planning cycle.