Real Estate Portfolio Management / Portfolio Forecasting / Portfolio Forecasting

Portfolio Forecasting Process Overview

Use the Portfolio Forecasting process to plan and allocate space over a period of time. In contrast to traditional inventory methods, in Portfolio Forecasting, each unit of space has a start and an end date. This allows you to track current data, to project future space, and to query historical data.

The application enables you to get up and running quickly by allocating space at the group rather than at the room level. A group is an area of a floor of a building assigned to a single department.

You can start developing group data for your portfolio forecast with either of the following methods:

Start in CAD: Using the Space module tasks, draw the groups on the floor plan using polyline boundaries. You can then copy the group data to the portfolio forecast using the Copy From Group Inventory action available from Cost Forecasting/Background Data/Define Portfolio Scenarios task. See Starting in CAD.
Use the Portfolio Forecast Wizard: You can add groups, reassign them from one floor to another, or move them graphically within a building with the aid of a Stack Chart. See Allocate Groups Tab.

The Portfolio Forecasting process includes:

The Portfolio Forecast Wizard that guides you through the steps of allocating space to your groups.See Portfolio Forecast Wizard.
Forecasting and analysis reports and charts, including the Portfolio Forecast Building or Department Analysis reports, and the Space Gap Analysis Chart.See Portfolio Forecasting Reports and Charts.

The Cost Forecasting process projects costs using the space allocations you make using the Portfolio Forecasting process. See Cost Forecasting Overview.