Data management
In Data management you can upload and import data in the Planon RE Assets application.
Imported data is categorized as either facts or risks.
• A fact is something that is true, verifiable (year of construction, number of rentable units, contract data).
◦ At application level, you can import process types: standing portfolio, valuation and budgeting. In these instances, facts are not editable.
◦ At process level, you can import and edit process types: acquisition and external valuation.
• A risk involves uncertainty and is influenced by market developments (risk free rate, estimated rental value (ERV)).
◦ Imported and editable on process level
Data import
• Before importing data, you must first upload it (at process level).
• At application level, importing data is reserved for the data manager.
At process level, importing data is available for each user with edit rights.