Planon Software Modules
Backoffice and expert functions
SelfService functions
Access Manager
Administer access cards, locks and keys easily and quickly, manage access control, and integrate with present access control systems.
Asset Manager
Setup and maintain the asset registry, inventory catalogues, and all relevant data and documents. Locate assets in your buildings and spaces.
Budget Manager
Plan, control, allocate and report on budgets and real costs and time. Get automated notifications on potential overruns, online web access to budget dashboards, and ability to benchmark.
CAD Integrator
Integrate available CAD data with Planon and extract space- and asset data. Create CAD based reports and graphical visualizations for CRE support. Have easy and web based access to drawings, anytime, anyplace.
Capital Asset Manager
Setup and maintain the CRE asset registry, building portfolio, capital assets, and all relevant data and documents. Create cross portfolio analyses and business intelligence reports.
Condition Assessor
Integration tool to exchange data between Planon and mobile condition assessment tools.
Contract Manager
Central register of contracts to maintain relevant contract data like, expirations, conditions, documents. Get automated notifications on upcoming expirations and have web access to management dashboards and contract-analyses.
Customer Survey
Execute webbased customer satisfaction surveys to research quality experience and improve service offering and quality.
Hotelling
Facilitates new concepts like flexible- and shared workplaces. Supports reservation and booking of workplaces and routing of relevant services.
Lease Manager
Central register of lease contracts to maintain relevant contract data like, expirations, conditions, documents. Get automated notifications on upcoming expirations and have web access to management dashboards and portfolio lease-analyses
Maintenance Library
Set-up standard maintenance library’s with standardized service plans and corresponding activities, frequencies and costs.
Maintenance Planner
Enables dynamic on-screen planning of the preventive maintenance activities. Clear on-screen week plans are displayed according to a wide variety of user selected view options like by asset, by location, by service provider.
Management Dashboard
Comprehensive KPI dashboard with online graphical management information on CRE.
Mobile for Professional Field Services
Extensive mobile solution for offline Field Services execution with time and material registration, digital signing, workflow, and options like advanced route planning.
Mobile Quality Control
Quality survey based on predefined criteria for services like cleaning, catering, security and availability of facilities.
Move Manager
Improves move planning and execution for people and their corresponding equipment and IT resources.
Problem Manager and Knowledge Base
Allows call centre managers to create standard templates to handle repeated activity types fast and easy. Knowledge is documented in a structured way to be re-used in future.
Project Manager
Define, structure and coordinate multiple CRE projects; track all schedules, costs and all other project variables including the Work Breakdown Structure.
Rent Manager
Record, manage and modify all your rent, lease and head lease contracts and their resulting financial obligations.
Rentable Unit Manager
Define and manage rentable units that can be leased or subleased as an undividable entity. Rate rentable units to determine target prices and keep track of changes in time by Planon’s Life Cycle concept.
Reservations and room bookings
Allow users to reserve elements, such as conference rooms and facilities. With reservations you can manage all catering activities and other event services. Back charge and cancellation procedures are included.
Service Desk
Customer entry point to your CRE organization and processes. Log requests, complaints, demands, malfunctions, and monitor execution. Get automated notifications on potential escalations and have web access to dashboards.
Service Manager
Activity control center to register and handle problems, complaints, CRE requests, orders, projects, contracts and preventive maintenance activities. Includes full workflow support and a huge diversity of control functions.
Service Planner
Allows users to plan scheduled activities over a given time period. The resulting activities of these schedules are passed to Service Manager for completion.
SLA Manager
Manage Service Level Agreement contractual terms per location, asset and more, that have agreed upon response levels and escalations with either internal or external service providers.
Space Manager
Manage space data and space occupancy. Identify future vacancy, inefficient use of space and cost reduction opportunities. Supports the implementation of space standardization initiatives and strategic space planning.
Sustainability Solution
Planon Best Practice to monitor sustainability from Corporate Real Estate perspective. Benchmark energy consumption, calculate CO2 emissions, identify and implement improvement measures. Includes basic configuration for LEED, BREEAM and best-practice KPI’s.
Transaction Manager
Manage and control CRE transactions, define and evaluate location scenarios for new real estate. Supports CRE acquisition, sales, and disposal processes.
CAD publisher
Publish and use AutoCAD drawings in your corporate Intranet site without the need having expensive and complex CAD software.
Catering and Roomservice
Provides easy-to-use efficient Intranet catering registration either against room bookings or individually.
Dashboards
Create your online graphical CRE management dashboards, published in your corporate Intranet site.
Hotelling
Enables your employees to directly reserve workplaces through your Intranet site.
Meeting Manager for Outlook
Meeting Manager for Outlook allows users to use Microsoft Exchange clients such as Outlook® / Web Access to invite attendees and create reservations in Planon. Reservations in Planon are synchronized with Exchange and visa versa.
Move requests
Provides specific tools to improve move planning and execution for people, and their corresponding equipment and IT resources via your Intranet site
Orders
Produce and modify a variety of user designated work, tasks, orders modified through your corporate Intranet site.
Personnel
Enables customers and employees to update their own personal data themselves through the Intranet.
Publisher
Allows authorized users to create web based Planon reports and publish these reports in your corporate Intranet site.
Reservations
Enables your employees to directly make room bookings and equipment reservations through your Intranet site.
Service Calls
Create request forms for use on your corporate Intranet site and allow users to log requests for service such as helpdesk issues.
Visitors and Parking
Provides easy-to-use efficient Intranet visitor registration and to reserve parking spaces.
Workflow
Pick-up and progress activities like orders or approval procedures through pre-defined workflows in your corporate Intranet site.


