Organizing real estate plans

To track how well your real estate projects align with your long-term strategy, you can arrange your real estate plans from portfolio level to building level. You can organize your real estate plans into a hierarchy of portfolio plans, implementation plans, and transaction plans.

1. Select Projects > Real Estate.
2. In the Related Links - Real Estate portal section, expand the Portfolio Plans link.
3. Create or open a portfolio plan.
4. Specify and save the portfolio plan details.
5. In the Implementation Plan tab, create or open an implementation plan.
6. Specify and save the implementation plan details.
7. In the Transaction Plan tab, create or open a transaction plan.
8. Specify and save the transaction plan details.
9. In the Planning tab, create or open the proposed real estate projects. If necessary, create or open the proposed transaction scenarios.
10. For each project, specify and save the project details.
11. For each scenario, specify and save the scenario details.