This chapter discusses how to:
Set up Real Estate Management for the PeopleSoft Asset Lifecycle Management (ALM) Portal Pack.
Setting up portal pack default administration.
View real property statistics.
View space utilization.
View my lease portfolio.
View lease revenues.
View lease costs.
View lease statistics.
View my tasklist.
This section provides an overview of Real Estate Management for the ALM Portal Pack and lists the page used to set up Real Estate Management for the ALM Portal Pack.
If you are currently using Real Estate Management and want to use the Real Estate Management pagelets in the ALM Portal Pack, you must schedule and run the Real Estate Portal Data Collector Application Engine process (RE_PGLT_DATA). The Real Estate Portal Data Collector process summarizes transaction data in order to improve response times when viewing the pagelets. The data is stored in summary tables and is displayed on pagelets according to your personalized settings. While the Real Estate Portal Data Collector greatly improves response times for reading the data, it also imposes limitations on when changes to the transaction data are reflected in the pagelets. Changes in the transaction data are not reflected in the pagelets in real time. You must periodically rerun the Real Estate Portal Data Collector process to refresh the pagelets. We recommend setting up a recurring job to execute the Real Estate Portal Data Collector on a periodic basis. How often you run the collector process depends on a number of factors such as:
How quickly you need the data updated.
How much data you have in the system—the longer your system operates, the more data has to be summarized, hence the longer the data loader process can take to execute.
How many system resources are available to your process scheduler.
Page Name |
Object Name |
Navigation |
Usage |
RUN_RE_PGLT_DATA |
Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Data Collector |
Run a process that creates summary data used by Real Estate Management pagelets in the ALM Portal Pack. |
This section provides an overview and discusses how to set up portal pack default administration.
The portal pack default administration page enables you to establish default values you want to view on your pagelets. When setting up the Real Estate Management system, you need to first identify default values from an administrative level. The administrative settings provide the default personalization values that individual users inherit if they do not establish their own values. The administration values can only be established at the Administration level. Once the administrative default values are defined, each user can establish their own defaults through the Portal Pack Default Administration page.
See Understanding User Preferences.
Page Name |
Object Name |
Navigation |
Usage |
RE_PP_DEF_ADMIN |
Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults |
Define user defaults for each pagelet. |
Access the Portal Pack Default Administration - Real Estate Management page.
Property Information
Click the links to access the personalization pages used to define pagelet defaults.
Lease Property Information
Click the links to access the personalization pages used to define pagelet defaults.
This section provides an overview of real property statistics and discusses how to:
View real property statistics.
View property breakdown by region.
Personalize the Property Statistics pagelet.
Property statistics provides you with an immediate, high-level statistical summary of your overall property holdings broken down by ownership status. This pagelet is Asset Management-based property information that can be viewed whether Real Estate Management is installed or not. The property statistics pagelet data derives from the area statistics stored in the Asset Repository.
Note. Property statistics data is not dependent on the Computer Aided Facilities Management (CAFM) system.
Page Name |
Object Name |
Navigation |
Usage |
RE_PROPSTATS_PGLT |
Click the Personalize Content link on the PeopleSoft homepage. Select Property Statistics. |
View property information such as number of properties, total area and occupancy summarized by business unit, region, and property type. |
|
RE_PROPSTATS_DTL |
Click the Region link on the Property Statistics pagelet. |
View property statistic by region. |
|
RE_PROPSTATS_PRS |
Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Property Statistics, Personalize Property Statistics - Administration |
Setup default filter criteria for property statistics data. |
Access the Property Statistics pagelet.
Owned/Leased |
Displays whether the property is owned or leased. |
Region |
Click this link to view the property detail page within that region. |
Properties |
Displays the total number of properties in that region. |
Total Area (x1000) (total area in thousands) |
Displays the total area of the property in thousands. |
Current Occupancy |
Displays the total current number of occupants residing on the property. |
Access the Property Statistics - Region page.
Click the Region link to view details on the Property Statistics page.
Property |
Click the link to view detailed property data stored in the asset repository. |
Active Leases |
Displays the number of active leases associated with the property. This column is visible only if the Property Class filter is set to Site or Building. This total includes all child properties for the site or building. |
Access the Personalize Property Statistics - Administration page.
Business Unit
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific business unit. If you select Specify this value overrides the default values in user preferences. |
Unit of Measure
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific unit of measure. If you select Specify this value overrides the default values in user preferences. |
Property Class |
Select to filter by a specific property class. Values are: Building or Site. |
Property Sub-Class |
Select to filter by a subclass. Property subclass is used to further categorize the property class. For instance, a Building can be a warehouse, an office building, a retail outlet, and so on. A Site can be a campus, a building site, empty land, and so on. Note. Property subclass is related to property class. There is a parent-child relationship between the two. You cannot select a subclass without first selecting a property class. |
This section provides an overview of space utilization and discusses how to:
View space utilization.
Personalize the Space Utilization pagelet.
View the usage statistics of each property summarized by region and the type of ownership properties with the Space Utilization pagelet. The Space Utilization pagelet enables you to view the total occupied area and the unoccupied area in the properties you selected in the personalization settings. Click the Region link to navigate to the detailed page listing all the properties by ownership status. This is pagelet can only be displayed when ALM is installed.
Page Name |
Object Name |
Navigation |
Usage |
RE_SPACEUTL_PGLT |
Click the Personalize Content link on the PeopleSoft homepage. Select Space Utilization. |
View usage statistics of each property summarized by region and ownership property types. |
|
RE_SPACEUTL_PRS |
Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Space Utilization, Personalize Space Utilization - Administration |
Define default information for the Space Utilization pagelet. |
Access the Space Utilization pagelet.
Occupied (x1000) (occupied per thousand) |
Displays the total occupied space (in thousands) for all properties within the specified region. |
Vacant (vacant per thousand) |
Displays the total vacant space (in thousands) for all properties within the specified region. |
Occupancy Rate |
Displays the percentage of occupied space for all properties within the specified region. Calculation method: (Occupied Space / (Occupied Space + Vacant Space)) × 100. |
Access the Personalize Space Utilization - Administration page.
Business Unit
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific business unit. If you select Specify this value overrides the default values in user preferences. |
Unit of Measure
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific unit of measure. If you select Specify this value overrides the default values in user preferences. |
Property Class |
Select to filter by a specific property class. Values are: Building or Site. |
Property Sub-Class |
Select to filter by a subclass. Property subclass is used to further categorize the property class. For instance, a Building can be a warehouse, an office building, a retail outlet, and so on. A Site can be a campus, a building site, empty land, and so on. Note. Property subclass is related to property class. There is a parent-child relationship between the two. You cannot select a subclass without first selecting a property class. |
This section provides an overview of My Lease Portfolio and discusses how to:
View My Lease Portfolio.
Personalize the My Lease Portfolio pagelet.
The My Lease Portfolio pagelet is summarized by the lease type—payables, receivable, and sublease. You can view the total number of leases for each lease type and region, the total area of all leases of that region by lease type, and the average life or the sum of all the leases term divided by total number of leases in a region. The total rented area is shown in 000s (rounded to thousands).
Note. This pagelet displays only leases that you've added to your portfolio; otherwise this pagelet is blank.
Page Name |
Object Name |
Navigation |
Usage |
RE_MYLEASES_PGLT |
Click the Personalize Content link on the PeopleSoft homepage. Select My Lease Portfolio. |
View a summary of leases you've added to your portfolio broken down by lease types and regions. |
|
RE_MYPRTFL |
Click the Region link to view all leases in that region. |
Add or view leases in your portfolio. |
|
RE_MYLEASES_PRS |
Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, My Lease Portfolio, Personalize My Lease Portfolio - Administration |
Define default display information for the My Lease Portfolio pagelet. |
Access the My Lease Portfolio pagelet.
Leases |
Displays the number of leases in your portfolio by lease type and region. |
Area Rented (x1000) (area rented in thousands) |
Displays the total rented area of all leases for that region by lease type. |
Avg. Life (Yrs) (average life in years) |
Displays the sum of all the lease terms divided by total number of leases in a region. This is displayed in thousands. |
Access the Personalize My Leases Portfolio - Administration page.
Business Unit
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a business unit. If you select Specify this value overrides the default values in user preferences. |
Region
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a region. If you select Specify this value overrides the default values in user preferences. |
Lease Status
Select to filter by one or more lease statuses. If nothing is selected, the pagelet displays all lease status.
Unit of Measure
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific unit of measure. If you select Specify this value overrides the default values in user preferences. |
Obligation Type
Select to filter by a specific obligation type. Values are: Receivable Lease, Payable Lease, or Sub-Lease.
This section provides an overview of lease revenue and discusses how to:
View lease revenue.
Personalize the Lease Revenue pagelet.
You can view revenues from all leases by transaction category (base rent, operating expenses, percent rent, and so on) as of the current date on the Lease Revenue pagelet. Revenue and lease costs appear in thousands (000s). The Sub-Leased field shows the ratio of revenue received from receivables leases sub-leased from payables leases.
Page Name |
Object Name |
Navigation |
Usage |
RE_LEASESREV_P |
Click the Personalize Content link on the PeopleSoft homepage. Select Lease Revenue. |
View revenues from receivables leases and costs of payables leases by charge group code and current date. |
|
RE_LEASEREV_PRS |
Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Revenue, Personalize Lease Revenue - Administration |
Define default information for the Lease Revenue pagelet. |
Access the Lease Revenue pagelet.
Access the Personalize Lease Revenue - Administration page.
Business Unit
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific business unit. If you select Specify this value overrides the default values in user preferences. |
Calendar
The Administrator sets the maximum number of periods worth of data that will be displayed. Other users may override this value but the data returned will never exceed the number of periods specified by the Administrative user.
Calendar |
Display the default from the Administrative User ID Calendar setting. Only administrative user can change the calendar value and this default is applied to all users. |
Prior Periods |
Specify the number of prior accounting periods from current period to be included in the calculation. If you do not specify a period, the value is defaulted from the administration setup. Note. You can override this value, however the data returned does not exceed the number of periods specified by the administrative user. |
Currency
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific currency. If you select Specify this value overrides the default values in user preferences. |
Transaction Group
Select to filter by one or more transaction groups. If nothing is selected, the pagelet displays all transaction groups.
Region
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific region. If you select Specify this value overrides the default values in user preferences. |
This section provides an overview of lease costs and discusses how to:
View a summary of lease costs.
Personalize the Lease Costs pagelet.
The Lease Costs pagelet is a summary of the costs of maintaining payables leases. Lease costs include the recurring and nonrecurring transactions for a lease. The information is summarized by region and the area calculations and amounts are in 000s (rounded to thousands). The area calculated is in the unit of measure selected on the user personalization settings.
Page Name |
Object Name |
Navigation |
Usage |
RE_LEASECOST_PGLT |
Click the Personalize Content link on the PeopleSoft homepage. Select Lease Costs. |
View a summary of the costs of maintaining Payables leases. |
|
RE_TXN_MANAGER |
Click the Region link to view the transaction queue. The data on this page is summarized on the Lease Cost pagelet. |
Displays the details that make up the summary of costs for maintaining payables leases. |
|
RE_LEASECOST_PRS |
Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Costs, Personalize Lease Costs - Administration |
Define default display information for Lease Costs pagelet. |
Access the Lease Costs pagelet.
Amount (x1000) (amount in thousands) |
Displays the number of owned/leased properties in this region. This data is filtered by property class and counts only the properties of the selected class. |
Cost per Rent Sq. ft. (cost per rent in square feet) |
Displays the sum of the rentable area for all properties listed on the lease. This information comes from the Leased Property table. |
Cost per Total Sq. ft. (cost per total square feet) |
Displays the sum of the total area for all properties on the lease. This information comes from the Asset Property record. |
Access the Personalize Lease Cost - Administration page.
Business Unit
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Calendar
Calendar |
Display the default from the Administrative User ID Calendar setting. Only administrative user can change the calendar value and this default is applied to all users. |
Prior Periods |
Specify the number of prior accounting periods from current period to be included in the calculation. If you do not specify a period, the value is defaulted from the administration setup. |
Currency
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific currency. If you select Specify this value overrides the default values in user preferences. |
Transaction Group
Select to filter by one or more transaction groups. If nothing is selected, the pagelet displays all transaction groups.
Unit of Measure
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific unit of measure. If you select Specify this value overrides the default values in user preferences. |
Lease Type
Select to filter by lease types. The values are user-defined and established at implementation.
This section provides an overview of lease statistics and discusses how to:
View lease statistics.
Personalize the Lease Statistics pagelet.
The Lease Statistics pagelet lists the ratio of total area, usable area and area actually rented, and summarized by region. You can navigate to the Lease Maintenance search page to see the list of leases of the region clicked.
The information displayed is summarized by region. You can view the total area data, usable area, and rented area specified by your personalization filters. The total area is the sum of the total area of the filtered leases by region; usable area is the sum of total usable area of filter leases; and rented area displays the total rented area of the filtered leases. All the area calculations are in 000s (rounded to thousands). Clicking the Region link takes you to the Lease Maintenance Search page listing all the filtered leases of that region.
Page Name |
Object Name |
Navigation |
Usage |
RE_LEASEOPT_PGLT |
Click the Personalize Content link on the PeopleSoft homepage. Select Lease Statistics. |
View the ratio of total area, usable area and area actually rented, summarized by region. You can navigate to Lease Maintenance search page to see the list of leases for the region selected. |
|
RE_LEASEOPT_PRS |
Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Optimization, Personalize Lease Optimization - Administration |
Define default information for the Lease Statistics pagelet. |
Access the Lease Statistics pagelet.
Total Area |
Displays the sum of the total area of the leases by region. |
Rentable |
Displays the sum of the total rental area of the leases by region. |
Usable |
Displays the sum of the total usable area of the leases by region. |
Access the Personalize Lease Statistics - Administration page.
Business Unit
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Unit of Measure
User Preferences |
Select to accept the default values established by the system administrator on the Real Estate Management User Preferences page. You can use the values defaulting from User Preferences or you can select Specify for a specific value. You can click the link to review or adjust the values. |
Specify |
Select to filter by a specific unit of measure. If you select Specify this value overrides the default values in user preferences. |
Lease Status
Select to filter by one or more lease statuses. If nothing is selected, the pagelet displays all lease status.
Lease Type
Select to filter by lease types. The values are user-defined and established at implementation.
User Assigned
Lease Administrator and Portfolio Manager |
Select to filter by specific lease administrator or portfolio manager. |
This section provides an overview of the tasklist and discusses how to:
View your tasklist.
View your critical dates.
You can view a summary of all critical dates assigned to you. This pagelet displays the details and the critical date assignments summarized into incremental timelines. The option column shows the different types of lease options with critical dates assigned. This column provides a link enabling you to drill down into the Lease Maintenance search page showing all the leases and the selected lease options by lease and timeline.
Page Name |
Object Name |
Navigation |
Usage |
RE_MYTASKS_PGLT |
Click the Personalize Content link on the PeopleSoft homepage. Select My Tasklist. |
View a summary of all critical dates for a specific user. |
|
RE_OPT_RECIP |
Click the link in the Options column on the My Tasklist page. |
View all leases with the specified lease option within the supplied date range. |
Access the My Tasklist pagelet.
Option |
Displays the different types of lease options with critical dates assigned. |
Urgent |
Displays the count of lease options with critical dates that fall within this timeline (0 - 7 days from report date). You can click the number link to view the lease options that require action. |
30 Days |
Displays the count of lease options with critical dates that fall within this timeline (8 - 59 Days from report date). You can click the number link to view the lease options that require action. |
60 Days |
Displays the count of lease options with critical dates that fall within this timeline (60 - 89 Days from report date). You can click the number link to view the lease options that require action. |
90 Days |
Displays the count of lease options with critical dates that fall within this timeline (90 Days + from report date). You can click the number link to view the lease options that require action. |
Access the My Critical Dates page.
Date From and To |
Select to filter lease options by the date range. You can view all lease options that fall within that date range. |
Lease Option |
Select to filter by lease options. You can view all critical dates associated with that option. |
Critical Date Status |
Select to view active or inactive statuses for that critical date. |
Show Completed Tasks |
Select to display all tasks you've marked completed. |
Task Complete |
Select to mark the task as complete for the option. By selecting the task as complete, you can filter your search to view only tasks that require action. Note. This is not part of PeopleSoft Workflow. This enables you to keep track of actions you have taken with the lease options. |
Option Date |
Display the lease option expiration date. Any action required for this option needs to occur prior to this date. |
Lease Name |
Click the link to view all lease options associated with the lease. This link takes you to the Options page in the Maintain Lease component. |
Date Completed |
Displays the date the you completed the task. When you mark a task complete, the system populated this field with the date you completed the task. |