Adding and configuring a new process

Planon Real Estate : RE Assets : Processes : Adding and configuring a new process

Procedure

1. Click the Start new process button on the Homepage and select the type of process you want to create. The Create process wizard is now started and guides you through the configuration process step-by-step. The steps in this wizard vary slightly depending on the type of process you are creating.

Screen capture of the 'Define process' step of the 'Create process' wizard

2. The first step in the wizard is Define process.

Complete the fields. For an overview of the fields / settings per process type, see:

◦ Valuation settings

◦ Scenario settings

◦ Budgeting settings

◦ Acquisition settings

3. Click the Next button to go the Allocate assets step.

Screen capture of the 'Allocate assets' step of the 'Create process' wizard

4. Select the assets you want to include in the new process.

Steps 5 and 6 are applicable only to valuation processes.

5. Click the Next button to go the Valuation type step.

Screen capture of the 'Valuation type' step of the 'Create process' wizard

6. Specify the valuation type per asset (Full valuation or Revaluation).

7. Click the Create process button to complete the configuration.

You have now created and configured a new process. For general process settings that apply to the entire application, go to Process settings.

Once you have created and configured a process, you can modify it at any time. To do this, go to the Homepage and click on the Action column in the process overview. A shortcut menu will appear, allowing you to edit the configuration, delete, copy, or recalculate the process.