Real estate planning templates
To prepare the application for real estate planning, you can use templates to quickly create records, avoid redundant data entry, and maintain consistency in records. These templates include critical to quality (CTQ) templates, transaction plan templates, and project transaction templates.
For example, you can quickly add data that is commonly reused in
multiple records, such as property details and contact information.
After you apply the template, the details that are entered in the
template are replicated in the new record.
- Critical to quality template
- Replicates the common quality-related details, such as CTQ need, importance ranking, field type, and wanted value in each new CTQ item. Typically, the CTQ item is translated from a qualitative customer statement into a quantitative business specification. CTQ metrics are the key measurable characteristics that ensure that a plan meets customer requirements and performance standards.
- Real estate transaction plan template
- Replicates the common plan details, such as market data, contacts, project tasks, and CTQ requirements, in each new transaction plan. The real estate transaction plan organizes your transaction scenarios and project transactions.
- Real estate project transaction template
- Replicates the common project details, such as contacts and tasks, in each new project transaction. Each transaction scenario consists of one or more real estate project transactions. After you select a transaction scenario as your real estate solution, you can create the required real estate projects.
You can access these templates by selecting .