Creating a planning environment

The planning environment identifies the planning period for space forecasting, the scope of the locations to be included in forecasting, and whether the planning environment provides the master planning data for the IBM® TRIRIGA® Workplace Performance Management metrics.

1. Select Space > Plan Space > Planning Environments.
2. Click Add to create the planning environment.
3. In the General tab, define the characteristics of the new environment.
   1. If the new planning environment is linked to a prior planning environment, click the Search icon after the Previous Planning Environment field.
      The selected prior planning environment is used for historical data. TRIRIGA Strategic Facility Planning supports two history periods.
   2. In the Planning Year field, identify the year that is represented by the new planning environment.
      For example, if you are starting to plan for fiscal year 2013, enter 2013. If there is a previous planning environment, the planning year is set to the next year.
   3. In the Planning Period Config field, click the Search icon and select the appropriate configuration for the planning period.
   4. To set the planning environment as the master plan to be reflected in the enterprise metric charts on the portal and in the portfolio plan, select the Master check box.
      Only one plan can be the master plan. If you select the new plan to be the master plan, this setting on the previous master plan is automatically cleared.
   5. Select the currency and area units for the new planning environment.
4. Click Create Draft.