PeopleSoft Financials, ESA, ALM, and SCM Portal Packs 9.1 PeopleBook

Using Pagelets Enabled by PeopleSoft Real Estate Management

This chapter discusses how to:

Set up PeopleSoft Real Estate Management for the PeopleSoft ALM Portal Pack.
Set up portal pack default administration.
Review Property Site Acquisition information.
View real property statistics.
View space utilization.
View my lease portfolio.
View lease revenues.
View lease costs.
View lease statistics.
View lease optimization.
View my tasklist.

Setting Up PeopleSoft Real Estate Management for the PeopleSoft ALM Portal Pack

This section provides an overview of PeopleSoft Real Estate Management for the PeopleSoft ALM Portal Pack and lists the page used to set up Real Estate Management for the ALM Portal Pack.

Understanding PeopleSoft Real Estate Management for the PeopleSoft ALM Portal Pack

If you currently use PeopleSoft Real Estate Management and want to use the PeopleSoft Real Estate Management pagelets in the PeopleSoft 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 Used to Set Up PeopleSoft Real Estate Management for the PeopleSoft ALM Portal Pack

Page Name	Definition Name	Navigation	Usage
Load Pagelet Data	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 PeopleSoft Real Estate Management pagelets in the PeopleSoft ALM Portal Pack.

Setting Up Portal Pack Default Administration

This section provides an overview and discusses how to set up portal pack default administration.

Understanding Portal Pack Default Administration

The portal pack default administration page enables you to establish default filters for your pagelets. When setting up the PeopleSoft Real Estate Management system, you need to first identify default filters 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. After 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 Used to Set Up Portal Pack Default Administration

Page Name	Definition Name	Navigation	Usage
Portal Pack Default Administration - Real Estate Management	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.

Setting Up Portal Pack Default Administration

Access the Portal Pack Default Administration - Real Estate Management page. (Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults.)

Property Information

Click the links to access the personalization pages used to define pagelet default filters.

Lease Property Information

Click the links to access the personalization pages used to define pagelet default filters.

Reviewing Property Site Acquisition Information

This section provides an overview of Property Site Acquisition information and discusses how to:

View site statistics.
View recently acquired sites.
View recent site acquisition request performances.

Understanding Property Site Acquisition Information

The Property Site Acquisition pagelets provide you with high level information related to recently acquired sites, site statistics and information on finalized site acquisition requests.

Pages Used to View Property Site Acquisition Information

Page Name	Definition Name	Navigation	Usage
Site Statistics	RE_SITEREG_PGLT	Click the Personalize Content link on the PeopleSoft homepage. Select Site Statistics.	View site statistics.
Recently Acquired Sites	RE_RASITE_PGLT	Click the Personalize Content link on the PeopleSoft homepage. Select Recently Acquired Sites.	View recently acquired sites.
Recent SAR Exec. Performance	RE_SAR_REP_PGLT	Click the Personalize Content link on the PeopleSoft homepage. Select Recent SAR Exec. Performance.	view recently finalized site acquisition requests.

Viewing Site Statistics

Access the Site Statistics pagelet (select Site Statistics on the Personalize Content page).

This pagelet shows the number of sites in each region based on the status. The users can drill down into each site from the linked field Site ID.

Viewing Recently Acquired Sites

Access the Recently Acquired Sites pagelet (select Recently Acquired Sites on the Personalize Content page).

This pagelet contains a list of sites that have been finalized as acquired. Linked fields include Site ID, SAR ID, Lease ID, Asset ID, and Project ID. Users can define the time span this pagelet displays. Options include 30 days, 60 days, 6 months and so on.

View Recent Site Acquisition Request Performances

Access the Recent SAR Exec. Performance pagelet (select Recent SAR Exec. Performances on the Personalize Content page).

This page displays a list of recent site acquisition requests that have a status of Finalized. Users can define the date range they want to view.

Viewing Real Property Statistics

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.

Understanding Real Property Statistics

Property statistics provides you with an immediate, high-level statistical summary of your overall property holdings broken down by ownership status. This pagelet contains Asset Management-based property information that you can be view whether PeopleSoft 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.

Pages Used to View Real Property Statistics

Page Name	Definition Name	Navigation	Usage
Property Statistics pagelet	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.
Property Statistics - Region	RE_PROPSTATS_DTL	Click the Region link on the Property Statistics pagelet.	View property statistic by region.
Personalize Property Statistics - Administration	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.

Viewing Property Statistics

Access the Property Statistics pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Property Statistics.)

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.

Viewing Property Breakdown by Region

Access the Property Statistics - Region page. (Click the Region link on the Property Statistics pagelet.)

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.

Personalizing the Property Statistics Pagelet

Access the Personalize Property Statistics - Administration page. (Select Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Property Statistics, Personalize Property Statistics - Administration.)

Business Unit

User Preferences	Select to have the system display property statistics for only those properties with the business unit that is specified in your user preferences on the Asset Management - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display property statistics for properties from a business unit other than the business unit that is specified in your user preferences on the Asset Management - User Preferences page. If you select Specify, you must enter a business unit value.

Unit of Measure

User Preferences	Select to have the system display property statistics in the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display property statistics in a unit of measure other than the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. If you select Specify, you must select a unit of measure value.
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.

Viewing Space Utilization

This section provides an overview of space utilization and discusses how to:

View space utilization.
Personalize the Space Utilization pagelet.

Understanding Space Utilization

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. You can display this pagelet only if ALM is installed.

Pages Used to View Space Utilization

Page Name	Definition Name	Navigation	Usage
Space Utilization pagelet	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.
Personalize Space Utilization - Administration	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.

Page Name

Definition Name

Navigation

Usage

Space Utilization pagelet

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.

Personalize Space Utilization - Administration

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.

View Space Utilization

Access the Space Utilization pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Space Utilization.)

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.

Personalizing the Space Utilization Pagelet

Access the Personalize Space Utilization - Administration page. (Select Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Space Utilization, Personalize Space Utilization - Administration.)

Business Unit

User Preferences	Select to have the system display usage statistics for only those properties with the business unit that is specified in your user preferences on the Asset Management - User Preferences page.
Specify	Select to have the system display usage statistics for properties from a business unit other than the business unit that is specified in your user preferences on the Asset Management - User Preferences page. If you select Specify, you must enter a business unit value.

Unit of Measure

User Preferences	Select to have the system display usage statistics in the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display property statistics in a unit of measure other than the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. If you select Specify, you must select a unit of measure value.
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.

Viewing My Lease Portfolio

This section provides an overview of My Lease Portfolio and discusses how to:

View My Lease Portfolio.
Personalize the My Lease Portfolio pagelet.

Understanding My Lease Portfolio

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 add to your portfolio; otherwise this pagelet is blank.

Pages Used to View My Lease Portfolio

Page Name	Definition Name	Navigation	Usage
My Lease Portfolio pagelet	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.
My Lease Portfolio	RE_MYPRTFL	Click the Region link to view all leases in that region.	Add or view leases in your portfolio.
Personalize My Lease Portfolio - Administration	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.

Viewing My Lease Portfolio

Access the My Lease Portfolio pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select My Lease Portfolio.)

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.

Personalizing the My Lease Portfolio Pagelet

Access the Personalize My Leases Portfolio - Administration page. (Select Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, My Lease Portfolio, Personalize My Lease Portfolio - Administration.)

Business Unit

User Preferences	Select to have the system display leases with the business unit that is specified in your user preferences on the Lease Administration - User Preferences page.
Specify	Select to have the system display leases from a business unit other than the business unit that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a business unit value.

Region

User Preferences	Select to have the system display leases for the region that is specified in your user preferences on the Lease Administration - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display leases from a region other than the region that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a region value.

Lease Status

Select to filter by one or more lease statuses.

Unit of Measure

User Preferences	Select to have the system display the area rented in the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display the area rented in a unit of measure other than the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. If you select Specify, you must select a unit of measure value.

Obligation Type

Select to filter by a specific obligation type. Values are: Receivable Lease, Payable Lease, or Sub-Lease.

Viewing Lease Revenue

This section provides an overview of lease revenue and discusses how to:

View lease revenue.
Personalize the Lease Revenue pagelet.

Understanding Lease Revenue

The Lease Revenue pagelet summarizes the revenue from receivable leases that are in the status of Processed in the transaction queue. The revenue includes the recurring and nonrecurring transactions for a lease. The information is summarized by region and the amounts are rounded to the thousands. The system uses the user personalization settings for unit of measure to calculate area and the currency to display the results.

Pages Used to View Lease Revenue

Page Name	Definition Name	Navigation	Usage
Lease Revenue pagelet	RE_LEASESREV_P	Click the Personalize Content link on the PeopleSoft homepage. Select Lease Revenue.	View revenues from receivables leases summarized by regions.
Personalize Lease Revenue - Administration	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.

Page Name

Definition Name

Navigation

Usage

Lease Revenue pagelet

RE_LEASESREV_P

Click the Personalize Content link on the PeopleSoft homepage.

Select Lease Revenue.

View revenues from receivables leases summarized by regions.

Personalize Lease Revenue - Administration

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.

Viewing Lease Revenue

Access the Lease Revenue pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Lease Revenue.)

Region	Displays the region. Click to access the Payment Transaction page. The system passes the current filter values through to the page so that the transaction totals match the amounts that are in the pagelet.
Amount (x1000) (amount in thousands)	Displays the revenue from receivables lease in a region. The amount that the system displays is based on the filters that you select on the Personalize Lease Revenue - Administration page.
Revenue per Rent Sq. ft. (revenue per rentable square foot)	Displays the average rent revenue per unit of measure of rentable area. This is calculated as (Total lease revenue of all receivable leases) ÷ (Rentable area on all receivable leases) . The unit of measure is based on the value selected on the Personalize Lease Revenue - Administration page. The system uses the currency from the Personalize Lease Revenue - Administration page.
Revenue per Total Sq. ft. (revenue per total square feet)	Displays the average revenue per unit of measure of total area. This is calculated as (Total lease revenue of all receivable leases) ÷ (Total area on all receivable leases) . The unit of measure is based on the value selected on the Personalize Lease Revenue - Administration page.

Personalizing the Lease Revenue Pagelet

Access the Personalize Lease Revenue - Administration page. (Select Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Revenue, Personalize Lease Revenue - Administration.)

Business Unit

User Preferences	Select to have the system display revenue for only those leases with the business unit that is specified in your user preferences on the Lease Administration - User Preferences page.
Specify	Select to have the system display revenue for leases from a business unit other than the business unit that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a business unit value.

Calendar

The Administrator sets the maximum number of periods worth of data that will appear.

Calendar	Enter the calendar that the system uses to calculate the TimeSpan for which data is summarized in the pagelet. The system uses this value in combination with the value in the Prior Periods field to specify the start and end date filters for pagelet data. For example, if you enter Monthly for calendar and 2 for prior periods, the system populates the pagelet data for the previous two months.
Prior Periods	Specify the number of prior accounting periods from current period to be included in the calculation

Currency

User Preferences	Select to have the system display the revenue from leases in the currency that is specified in your user preferences on the Lease Administration - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display revenue from leases in a currency other than the currency that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a currency value.

Region

User Preferences	Select to have the system display lease revenue for the region that is specified in your user preferences on the Lease Administration - User Preferences page. Click the link to review or adjust the value
Specify	Select to have the system display lease revenue from a region other than the region that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a region value.

Transaction Group

Select to filter by one or more transaction groups.

Unit of Measure

User Preferences	Select to have the system display lease revenue in the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display the revenue in a unit of measure other than the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. If you select Specify, you must select a unit of measure value.

Lease Type

Select to filter by lease types. The values are user-defined and established at implementation.

Viewing Lease Costs

This section provides an overview of lease costs and discusses how to:

View a summary of lease costs.
Personalize the Lease Costs pagelet.

Understanding Lease Costs

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 amounts are rounded to the thousands. The system uses the user personalization settings for unit of measure to calculate area and the currency to display the results.

Pages Used to View Lease Costs

Page Name	Definition Name	Navigation	Usage
Lease Costs	RE_LEASECOST_PGLT	Click the Personalize Content link on the PeopleSoft homepage. Select Lease Costs.	View a summary of the costs of maintaining PeopleSoft Payables leases.
Payment Transactions	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. See Understanding Payment Processing.
Personalize Lease Costs - Administration	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.

View a Summary of Lease Costs

Access the Lease Costs pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Lease Costs.)

Region	Displays the region. Click to access the Payment Transactions page. The system passes the current filter values through to the page so that the transaction totals match the amounts that are in the pagelet.
Amount (x1000) (amount in thousands)	Displays the costs from payables leases in a region. The amount that the system displays is based on the filters that you select on the Personalize Lease Cost - Administration page.
Cost per Rent Sq. ft. (cost per rentable square foot)	Displays the average cost per unit of measure of rentable area. This is calculated as (Lease cost of all payable leases) ÷ (Rentable area on all payable leases) where the unit of measure is based on the value selected on the Personalize Lease Cost - Administration page.
Cost per Total Sq. ft. (cost per total square feet)	Displays the average cost per unit of measure of total area. This is calculated as (Total lease cost of all payable leases) ÷ (Total area on all payable leases) where the unit of measure is based on the value selected on the Personalize Lease Cost - Administration page.

Personalizing the Lease Cost Pagelet

Access the Personalize Lease Cost - Administration page. (Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Costs, Personalize Lease Costs - Administration.)

Business Unit

User Preferences	Select to have the system display costs for only those leases with the business unit that is specified in your user preferences on the Lease Administration - User Preferences page.
Specify	Select to have the system display costs for leases from a business unit other than the business unit that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a business unit value.

Calendar

Calendar	Enter the calendar that the system uses to calculate the TimeSpan for which data is summarized in the pagelet. The system uses this value in combination with the value in the Prior Periods field to specify the start and end date filters for pagelet data. For example, if you enter Monthly for calendar and 2 for prior periods, the system populates the pagelet data for the previous two months.
Prior Periods	Specify the number of prior accounting periods from current period to be included in the calculation.

Currency

User Preferences	Select to have the system display the costs from leases in the currency that is specified in your user preferences on the Lease Administration - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display costs from leases in a currency other than the currency that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a currency value.

Region

User Preferences	Select to have the system display lease costs for the region that is specified in your user preferences on the Lease Administration - User Preferences page. Click the link to review or adjust the value
Specify	Select to have the system display lease costs from a region other than the region that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a region value.

Transaction Group

Select to filter by one or more transaction groups.

Unit of Measure

User Preferences	Select to have the system display lease costs in the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display the revenue in a unit of measure other than the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. If you select Specify, you must select a unit of measure value.

Lease Type

Select to filter by lease types. The values are user-defined and established at implementation.

Viewing Lease Statistics

This section provides an overview of lease statistics and discusses how to:

View lease statistics.
Personalize the Lease Statistics pagelet.

Understanding Lease Statistics

The Lease Statistics pagelet lists the ratio of total area, usable area and rented area 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 the filtered 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, which lists all of the filtered leases for that region.

Pages Used to View Lease Statistics

Page Name	Definition Name	Navigation	Usage
Lease Statistics pagelet	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.
Personalize Lease Statistics - Administration	RE_LEASEOPT_PRS	Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Statistics, Personalize Lease Statistics - Administration	Define default information for the Lease Statistics pagelet.

Page Name

Definition Name

Navigation

Usage

Lease Statistics pagelet

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.

Personalize Lease Statistics - Administration

RE_LEASEOPT_PRS

Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Statistics, Personalize Lease Statistics - Administration

Define default information for the Lease Statistics pagelet.

Viewing Lease Statistics

Access the Lease Statistics pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Lease Statistics.)

Region	Displays the region. Click to access the Lease Maintenance search page, which lists all of the filtered leases for that region.
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.

Personalizing the Lease Statistics Pagelet

Access the Personalize Lease Statistics - Administration page. (Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Statistics, Personalize Lease Statistics - Administration.)

Business Unit

User Preferences	Select to have the system display the area for only those leases with the business unit that is specified in your user preferences on the Lease Administration - User Preferences page.
Specify	Select to have the system display the area for leases from a business unit other than the business unit that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a business unit value.

Unit of Measure

User Preferences	Select to have the system display the area in the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display the area in a unit of measure other than the unit of measure that is specified in your user preferences on the Asset Management - User Preferences page. If you select Specify, you must select a unit of measure value.

Lease Status

Select to filter by one or more lease statuses. If you do not select any statuses, then no data appears in the pagelet.

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.

Region

User Preferences	Select to have the system display the area for the region that is specified in your user preferences on the Lease Administration - User Preferences page. Click the link to review or adjust the value
Specify	Select to have the system display the area from a region other than the region that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a region value.

Lease Obligation

Select Payables or Receivables to display the total, rentable, and usable area in the pagelet for the payables leases or the receivables leases.

Viewing Lease Optimization

This section provides an overview of lease optimization and discusses how to:

View lease optimization.
Personalize the Lease Optimization pagelet.

Understanding Lease Optimization

The Lease Optimization pagelet summarizes the costs of maintaining payables leases and the revenues from subleasing activity. It also provides information on the subleasing ratio and cost recovery ratio. The subleasing ratio is the ratio of subleased area to the total area of subleased payables leases. The cost recovery ratio is the ratio of sublease revenue to the costs of subleased payables leases. Lease costs include the recurring and nonrecurring transactions for all payables leases which are subleased and sublease revenue includes recurring and nonrecurring transactions from subleasing.

You can view the lease cost, sublease revenue, sublease ratio, and cost recovery ratio based on your personalization filters. The system displays the information summarized by region. The lease cost and sublease revenue are in the thousands. You can click a lease cost to transfer to the Lease Cost page on which you can view all of the filtered leases for the region row that you select. You can click a sublease revenue to access the Sublease Revenue page on which you can view all of the filtered leases from the region row that you select.

Pages Used to View Lease Optimization

Page Name	Definition Name	Navigation	Usage
Lease Optimization pagelet	RE_LSOPTIMIZE_PGLT	Click the Personalize Content link on the PeopleSoft homepage. Select Lease Optimization.	View the ratio of subleasing with respect to total leased area and the ratio of recovery of lease cost by subleasing activity.
Lease Cost - <Region>	RE_LSCOSTS_DTL	Click a lease cost link in the Lease Optimization pagelet.	View the details for the summary of costs for payables leases.
Sublease Revenue - <Region>	RE_SUBLSREV_DTL	Click a sublease revenue link in the Lease Optimization pagelet.	View the details for the summary of sublease revenues.
Personalize Lease Optimization - Administration	RE_LSOPTIMIZE_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 Optimization pagelet.

Viewing Lease Optimization

Access the Lease Optimization pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Lease Optimization.)

Lease Cost (x1000)	Displays the sum of recurring and nonrecurring financial terms for all payables leases that have sublease activity. The system displays the amount based on all of the filters defined on the Personalize Lease Optimization - Administration page. The system includes processed transactions for this pagelet.
Sublease Revenue (x1000)	Sum of recurring and nonrecurring financial terms for subleases. The amount will be subject to all the filters defined. The system displays the amount based on all of the filters defined on the Personalize Lease Optimization - Administration page. The system includes processed transactions for this pagelet.
Sublease Ratio	Displays the sublease ratio that is calculated as (Total area of all subleases) ÷ (Total area of all payable leases that are subleased) .
Cost Recovery Ratio	Displays the cost recovery ratio that is calculated as (Sublease revenue) ÷ (Lease cost) .

Personalizing the Lease Optimization Pagelet

Access the Personalize Lease Optimization - Administration pagelet. (Select Set Up Financials/Supply Chain, Pagelets, Asset Lifecycle Management, Real Estate Management, Portal Pack Defaults, Lease Optimization, Personalize Lease Optimization - Administration.)

Business Unit

User Preferences	Select to have the system display values for only those leases with the business unit that is specified in your user preferences on the Lease Administration - User Preferences page.
Specify	Select to have the system display the values for leases from a business unit other than the business unit that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a business unit value.

Calendar ID

Calendar	Enter the calendar that the system uses to calculate the TimeSpan for which data is summarized in the pagelet. The system uses this value in combination with the value in the Prior Periods field to specify the start and end date filters for pagelet data. For example, if you enter Monthly for calendar and 2 for prior periods, the system populates the pagelet data for the previous two months.
Prior Periods	Specify the number of prior accounting periods from current period to be included in the calculation.

Transaction Group

Select to filter by one or more transaction groups. .

Currency

User Preferences	Select to have the system display the values from leases in the currency that is specified in your user preferences on the Lease Administration - User Preferences page. Click the link to review or adjust the value.
Specify	Select to have the system display the values from leases in a currency other than the currency that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a currency value.

Region

User Preferences	Select to have the system display values for the region that is specified in your user preferences on the Lease Administration - User Preferences page. Click the link to review or adjust the value
Specify	Select to have the system display values from a region other than the region that is specified in your user preferences on the Lease Administration - User Preferences page. If you select Specify, you must enter a region value.

Viewing My Tasklist

This section provides an overview of the tasklist and discusses how to:

View your tasklist.
View your critical dates.

Understanding the Tasklist

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.

Pages Used to View My Tasklist

Page Name	Definition Name	Navigation	Usage
My Tasklist pagelet	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.
My Critical Dates	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.

Page Name

Definition Name

Navigation

Usage

My Tasklist pagelet

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.

My Critical Dates

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.

View My Tasklist

Access the My Tasklist pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select My Tasklist.)

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.

Viewing My Critical Dates

Access the My Critical Dates page. (Click the link in the Options column on the My Tasklist 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.

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.

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.