Real Estate Portfolio Management / Portfolio Forecasting

Portfolio Forecasting: Application Overview

Use the Portfolio Forecasting application to plan and allocate space over a period of time, so that you can track current data, project future needs, and query historical data. You can create different scenarios so you can evaluate alternative space allocations. You can also project costs for the space allocations you define.

The application includes the following processes:

Background Data: Use this process to define portfolio scenarios that you can use to evaluate alternative ways of allocating your space, to copy a group inventory created in CAD to the Baseline scenario, to add.space and organizational data, and the cost categories used by this application. See Background Data.
Portfolio Forecasting process: This process includes the Portfolio Forecasting Wizard that guides you through the steps of allocating space to your groups. This process also includes analysis reports and charts, such as the Portfolio Forecast Department Analysis report, and the Space Gap Analysis Chart. See Portfolio Forecasting Process Overview.
Cost Forecasting process: This process includes the Cost Forecasting Wizard that guides you through the steps of adding Recurring costs for buildings. The program then projects an annual budget based on these costs and the space allocations you make using the Portfolio Forecasting application's Portfolio Forecast Wizard. See Cost Forecasting Overview.