Geography

Before you start the strategic facility planning process, you must be sure that the geographies are configured correctly for planning.

IBM® Maximo® Real Estate and Facilities Strategic Facility Planning focuses on cities. Be sure that the Geography Hierarchy includes all cities that are included in any planning process and the geography above them and that a planner contact role is established for each planning geography.

Geographies must exist in the Geography Hierarchy before a user sets the Geography or Scope on portfolio plans or subplans.

The Geography Hierarchy is on the Portfolio portal.

Tip: If you are planning for areas that include more than one city in more than one state, define a Metropolitan Area at the country level. For example, if you are planning for the Philadelphia metro area, define \Geography\North America\United States\Philadelphia Metropolitan Area in the Geography Hierarchy. Then set the value of the Metropolitan Area field on the General tab of the City records for Philadelphia, PA, Camden, NJ, and Wilmington, DE, to the Philadelphia Metropolitan Area.