Planning data

When you generate planning data for a planning environment, IBM® Maximo® Real Estate and Facilities Strategic Facility Planning collects information about supply and demand to be used in space plans.

Time

Time within planning data is based on planning periods. This dimension of the data is based on whether the building or lease is active for the periods that are defined in the planning environment.

As Maximo Real Estate and Facilities Strategic Facility Planning discovers supply data, it creates planning data records only for periods that overlap the active dates of the building or lease. For example, if a building has a retirement date at the end of 2013, and the planning environment is configured for 2012, 2013, 2014, 2015, and 2016, Maximo Real Estate and Facilities Strategic Facility Planning generates supply planning data records for that building only for the 2012 and 2013 periods.

Maximo Real Estate and Facilities Strategic Facility Planning identifies whether a space is owned or leased based on the value of the Tenure field on the building. Often, real estate leases do not reflect space-level data. Because this data is not present explicitly, IBM Maximo Real Estate and Facilities starts with information on the Locations tab on the real estate lease to make assumptions. The items in the Contract Locations section are intermediate links to any type of location. A single lease can be linked to one or more of the following location types:
  • Spaces
  • Floors, including all spaces within the floor
  • Buildings, including all floors and spaces within the building
  • Properties, including all buildings, floors, and spaces within the property

Planning measure types

As Maximo Real Estate and Facilities Strategic Facility Planning gathers the space data by space class, it establishes different types of data according to the planning measure type on the space class. The three planning measure types are occupancy, count, and area.

The occupancy planning measure type manages space according to the total capacity. For supply data, this value is the sum of the space capacity by floor and by space class. For demand data, this value is the sum of occupants by floor, space class, and organization.

To reflect occupancy-based demand, Maximo Real Estate and Facilities Strategic Facility Planning captures the count of people that belong to an organization, or its suborganizations, that are associated to spaces for a given space class, or its subspace classes, on a floor. This value is displayed in the Quantity field.

The count planning measure type manages space according to the total count. For supply data, this value is the number of spaces by floor and by space class. For demand data, this value is the number of spaces by floor, space class, and organization.

To reflect count-based demand, Maximo Real Estate and Facilities Strategic Facility Planning captures the count of spaces that are allocated by an organization, or its suborganizations, for a space class, or its subspace classes, on a floor. This value is displayed in the Quantity field.

The area planning measure type manages space according to the total area. For supply data, this value is the sum of space area by floor and space class. For demand data, this value is the sum of space area by floor, space class, and organization.

To reflect area-based demand, Maximo Real Estate and Facilities Strategic Facility Planning captures the sum of space area that is allocated to a organization, or its suborganizations, for a space class, or its subspace classes, on a floor. This value is displayed in the Quantity field.