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RE Planner - Portfolio Module

The Real Estate Planner (RE Planner) allows you to track your development plan against live project schedules. The RE Planner lets you manage revenue-week goals for multiple fiscal years, compare planned and actual revenue-week capacity, and manage potential locations and convert them to projects once a location is selected.

To navigate to the RE Planner:

  1. Navigate to Portfolio > RE Planner.

    Use the links in the Navigation Pane on the leftmost side of the page.

  2. Follow a procedure below.

ClosedFilter the RE Planner

To filter the RE Planner:

  1. Select the appropriate filters.

    The available filters are:

    • View By: Select between Region, Market, or Region / Market.

      Regions and markets are levels of organization in your org chart.

    • Show: Select between Targets, Sites, Projects, or some combination of the three.

      To learn more about targets, see the Add a Target section below.

    • Target Type: Select between Company and Franchise.

      • Company: A company-owned store

      • Franchise: A store individually-owned by a franchisee

    • Starting Year

    • Ending Year

  2. Click Refresh below the filters.

    The page refreshes. Your filters are applied.

ClosedManage Goals

A goal in the RE Planner defines what facilities a company is expected to open within the coming fiscal year. A goal is a broad statement, which is composed of one or more targets.

ClosedAdd a Goal

To add a goal:

  1. Do one of the following:

    • Click Edit.

      This field appears next to the Goal label in the middle section of the table at the top of the page.

    • Click Click here to edit goals in the main body of the page.

      This link is not visible if you have already created goals.

      A new page opens. This page contains a table listing your goals.

  2. Click Add in the lower-right corner of the table.

    A pop-up window opens.

  3. Select the fiscal year this goal belongs to from Fiscal Year.

  4. Enter the number of revenue weeks required for the selected fiscal year in Revenue Weeks Goal.

  5. Enter the total number of targets for the fiscal year in Total Targets.

  6. Select Add.

    The window closes. The goal appears in the table.

ClosedEdit a Goal

To edit a goal:

  1. Click Edit.

    This link appears next to the Goal label in the middle section of the table at the top of the page.

    A new page opens. This page contains a table listing your goals.

  2. Click Edit for the goal.

    A pop-up window opens.

  3. Make your changes.

  4. Select Update.

    The window closes. Your changes are saved.

ClosedDelete a Goal

To delete a goal:

  1. Click Edit.

    This link appears next to the Goal label in the middle section of the table at the top of the page.

    A new page opens. This page contains a table listing your goals.

  2. Click Delete for the goal.

    A dialog opens, asking you to confirm your choice.

  3. Select Yes.

    The dialog box closes, and the page refreshes. Your changes are saved.

ClosedManage Targets

A target in the RE Planner is potential store. Targets are categorized by your org chart definitions and your market area definitions.

ClosedAdd a Target

To add a target:

  1. Click Add Targets button at the bottom of the page.

    A pop-up window opens.

  2. Complete these fields:

    • Name

    • # of Targets: Enter the number of targets that should be created in this field.

    • Region: Select the region this target should be associated with from this field.

      The values that appear in this field depend on the org chart of the portfolio you selected.

    • Market: Select the market this target should be associated with from this field.

      The values that appear in this field might depend on the org chart of the portfolio you selected.

    • Market Type: Select the market type from this field.

      This field is customizable. For example, this field can be used to refer to areas that are urban or suburban.

      Create a new group or category.

    • Trade Area: Enter the trade area in this field.

    • Target Type: Select the target type from this field.

      This field is customizable. Create a new group or category.

    • Assign Broker: Select the real estate broker to assign to this target from this field.

      In order to be listed in this field, the user must have the Broker contact type.

    • Broker Message: Enter a message to your broker in this field.

    • Prototype: Select the prototype that should be associated with the target from this field.

      Only prototypes that belong to this portfolio can be selected from this field.

    • Schedule: Select the appropriate schedule template from this field.

      If you select a schedule from this field, the Duration in Days will become read-only. The value of the Duration in Days will be calculated by the length of the schedule.

    • Duration in Days: If you selected a schedule, this field will be read-only. If you did not select a schedule, enter the duration in days for this target.

    • Assigned Site / Project: The values in this field depend on the market area. You may or may not select the assigned site or project when initially creating your target.

    • Original Planned Open Date: Select the original planned open date that was presented to the committee.

    • Package Date: Select the date that the real estate package will be or was presented to the committee.

    • Notifications: See the Manage Target Notifications section below.

  3. Do one of the following:

    • If you have a planned open date:

      1. Select Planned Open Date.

      2. Enter the planned open date in Planned Open Date.

        Select Calendar A small button with a picture of a calendar on it. to open the date picker.

    • If you have a range of dates between which you plan to open:

      1. Select Planned Open Range.

      2. Enter the start and end dates of the range in Starting Date and Ending Date.

        Select Calendar A small button with a picture of a calendar on it. to open the date picker.

  4. Select Add.

    The window closes. Your target is added to the RE Planner.

ClosedEdit Target

How you edit a target depends on whether the target has been associated with a site or not.

ClosedEdit a Target Pre-Assignment

To edit a target before it has been associated with a site:

  1. Click the target name in the RE Planner.

    A pop-up window opens.

  2. Make your changes.

  3. Select Update.

    The window closes. Your changes are saved.

ClosedEdit a Target Post-Assignment

To make modifications to a target after it has been associated with a site:

  1. Click <See the Target> to the right of the site name.

    A pop-up window opens.

  2. Make your changes.

  3. Select Update.

    The window closes. Your changes are saved.

ClosedDelete Target

To delete a target:

  1. Click the target name in the RE Planner.

    A pop-up window opens.

  2. Click Delete.

    A dialog opens, asking you to confirm your choice.

  3. Select Yes.

    The window closes. The target is deleted.

ClosedManage Target Notifications

You can add notifications to your targets.

ClosedAdd Target Notification

To add a notification to your target:

  1. Do one of the following:

    • Follow the Add a Target procedures above.

    • Follow the Edit a Target procedures above.

  2. Click < < Add Notify > > in the Notification Name table.

    A pop-up window opens.

  3. Complete these fields:

    • Notification Name: Enter the name of the notification in this field.

    • Alert Type: This field works in combination with the Notification Days field. Choose between four options:

      • Before Planned Open Date

      • After Planned Open Date

      • Before Package Date

      • After Package Date

    • Notification Days: Enter the number of days before or after the date specified in the Alert Type that you want the notification to be sent.

    • Send email to Notification Members: Select this check box if you want an email to be sent to the selected recipients.

    • Send alert to Notification Members: Select this check box if you want a dashboard alert to be sent to the selected recipients.

    • Project Members / Notification Members: To select a notification recipient:

      1. Select the recipient name from the Project Members field.

        Press and hold CTRL on your keyboard to select multiple values.

      2. Click > > to move the recipient's name from the Project Members to the Notification Members field.

        To remove a notification recipient, select the recipient's name from the Notification Members and click < < to move them back to the Project Members field.

    • Notification Message: Enter any pertinent information for your notification recipient in this field.

  4. Select Add.

    The window closes.

  5. Select Update.

    The window closes. Your changes are saved.

ClosedEdit Target Notification

To edit a target notification:

  1. Click the target name in the RE Planner.

    A pop-up window opens.

  2. Click Edit.

    This link appears next to the notification in the Notification Name table.

    A pop-up window opens.

  3. Make your changes.

  4. Select Update.

    The window closes. Your changes are saved.

  5. Select Update.

    The window closes. Your changes are saved.

ClosedDelete Target Notification

To delete a target notification:

  1. Click the target name in the RE Planner.

    A pop-up window opens.

  2. Click Delete.

    This link appears next to the notification in the Notification Name table.

    A dialog opens, asking you to confirm your choice.

  3. Select Yes.

    The dialog box closes. Your notification is deleted.

  4. Select Update.

    The window closes. Your changes are saved.

ClosedAssociate Site with Target

If there is a site in your portfolio which has the same region and market as your target, you can associate the existing site with the target.

To associate a site with a target:

  1. Click <Associate Site with Target> to the right of the target name.

    A window opens. A list of sites that share the region and market with your target appears.

  2. Click <Associate Site> next to the site you want to associate with your target.

    The window closes. The system opens to the site you selected. The site is now associated with your target.

ClosedSee a Target

To make modifications to a target after it has been associated with a site:

  1. Click <See the Target> to the right of the site name.

    A pop-up window opens.

  2. Make your changes.

  3. Select Update.

    The window closes. Your changes are saved.

ClosedCreate printable view

Create a printable view of the data on the page.

  1. If the page has a list layout, select the record you want to print from the list at the top of the page.

  2. Select Printable View in the Actions menu.

    A window opens, with the page data in a printer-friendly format.

  3. Print the contents of the window.

ClosedSave to Documents

You can save a page to your documents.

  1. Click Save to Documents.

    This displays in the Actions menu on the right side of the page.

    A window opens.

  2. Select the folder where you want to save the document from the Folder for Generated Document field.

  3. Enter a File Name.

  4. Select Send email notifications? to send an email notification to anyone who is a member of the folder.

  5. Click Save.

    The window closes. The document is saved.

  6. To view your document:

    1. Navigate to the Documents page.

      Use the links in the Navigation Pane on the leftmost side of the page.

      The Documents page is a third-level tab under the Details sub-tab.

    2. Navigate to the folder where you saved the document.

      The document will appear in the folder.

ClosedLink

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

The Link provides direct links and XML data for exports into TRAIN.

  • To access the Links to this page window, click Link.

    This displays in the Actions menu on the right side of the page.

    The Links to this page window opens.

Entity Links

  • Page URL for current [Entity]: Provides the link for the current page in the UI.

  • Page URL for [Entity] '[Name Here]': Provides a direct link to the page in the UI for the specific entity that you are currently viewing.

    This URL is useful when you want to share a direct link to a page via email.

  • Top Menu Item URL for current [Entity]: Provides a direct link to this page for use in your top menu.

Export as XML Options

To export XML data for this page:

  1. Enter any XML elements you want to include in the XML element includes field.

  2. Enter any XML elements you want to exclude in the XML element excludes field.

  3. Select or clear the following check boxes as necessary:

    • Want firm defined fields: Include your user-defined fields.

    • Want referenced records: Include referenced records, such as location data for a contract.

    • Include all records of this type: Include all records of a particular entity type, such as a contract, location, or portfolio.

    • Importing into a different firm / env: Select if you will be importing this data into a different firm or environment.

  4. Click Export.

    The export processes. An Export Status window opens.

  5. Click Save XML File.

    A Save dialog box opens.

  6. Save the file somewhere you will be able to find it on your computer.