Navigation to this function
Menu path: Portfolio → Demand Planning/Room Book
Overview
The Requirements Planning module allows you to record and manage space, functional, and equipment requirements for new construction and renovation projects. You can create room books with any number of planning variants, define space requirements using room profiles (room match codes), and compare the plan with the actual building inventory. If needed, design and construction planning can be automatically reconciled with requirements planning via BIM (IFC).
Overview of Features
Freely definable room, function, and equipment attributes
Any number of planning variants with copy function
Automatic generation of the room book from the quantity schedule via room match codes
Fill-level check to verify data completeness
Cost forecast based on planning data
Export of planning results as tender documents (PDF/Excel)
BIM comparison of the construction plan with the requirements (IFC)
Transfer to the existing building with subsequent room-plan comparison
Module structure
The module is divided into the following sections:
1. Plan Status/Variant Requirements Planning
In this form, you manage your room book variants. Here, you define a room book for a construction or renovation project:
Construction project assignment: Each variant is assigned to a construction project
Space requirements per floor: Definition of the quantity program via room match codes
Cost overview: Automatic calculation of costs at the planning stage, including remaining budget
Initial Equipment: Planning of equipment and objects for the variant
Technical planning: Elevators, telecommunications systems, roof areas, access control systems, NEA, UPS, data networks, and much more
Actions: - Create new room list: Generates a new room list based on the current planning status - Copy room program to new variant: Copies a planning status with room match codes and initial equipment - Create new room program: Creates a new room program for the current planning status - Transfer room list to existing rooms: Transfers the planning data to the building inventory
2. Data
The following forms are available for data maintenance:
Form | Description |
|---|---|
Room List (Requirements Planning) | Adjust generated rooms, create new rooms, maintain room characteristics, link to inventory |
Floor (Requirements Planning) | Floor definition for the demand planning variant, link to existing floors |
Internal usage type (demand planning) | Project-specific usage types, deviating from DIN 277 if necessary |
Plan status: Number of room match codes | Configuration of the number of rooms per room match code and floor |
Initial equipment | Definition of devices/objects for the demand planning variant |
Number of object types/matchcodes per room | Define number of objects and object type per room |
3. Catalog (Room Types and Room Matchcodes)
In this section, you maintain the templates (room types and room matchcodes) for requirements planning:
Form | Description |
|---|---|
Room match codes (room types with values) | Templates for rooms with the same function, e.g., "Private Office," "Conference Room" |
Room match code attributes | Characteristic assignment to room match codes, including order |
Room type attributes | Feature definition for room types |
Concept of room types and room match codes: - A room type is a higher-level category (e.g., "Office," "Warehouse," "Technical") – freely definable or according to DIN standards - A room match code is a subdivision of a room type with specific default values (e.g., "Individual Office 15m²," "Group Office 30m²") - Room match codes reduce the number of attributes to be filled in per room to a minimum
4. Reports / Analyses
Report | Description |
|---|---|
Room List | Overview of all rooms in demand planning |
Room List Details | Expanded view with all attributes |
Room List Occupancy (Short) | Shows rooms with missing attributes – brief view |
Room list occupancy (medium) | Occupancy with additional information |
Room list occupancy (details) | Expanded occupancy display |
Number of rooms and people per staff role | Overview of planned personnel assignments by room match code |
5. Room Plan Comparison
In this analysis, the rooms from the plan are compared with the actual status: - Space comparison between plan and current status - Comparison of occupancy numbers - Identification of differences between target and actual - Tracking the transition from planning to operation
Typical workflow
Create construction project – Portfolio → Construction Projects
Create plan version/variant – Assign construction project, assign code and name
Define space requirements (quantity program) – Select room match code, specify quantity, optionally assign floor
Generate room list – Use the "Regenerate Room List" action in the plan version; rooms are automatically generated from the quantity program
Refine rooms – Add room characteristics, document requirements, assign initial furnishings
Check quality – Reports → Room List Fill Level: Check for completeness of attributes
Copy / compare variant – Action “Copy new variant of room program,” compare different scenarios
Generate tender documents – Export as PDF/Excel
BIM validation (optional) – Compare IFC model against demand planning
Transfer to inventory – Action “Transfer room list to inventory rooms,” followed by room-plan comparison
Integration with other modules
Module | Relation to space planning |
|---|---|
Relocation planning | Variant planning for relocation scenarios, scheduling |
Occupancy planning | Target room/workstation allocation as an operational supplement |
Space management | Actual status for plan comparison, space utilization |
Inventory/equipment management | Initial equipment, property planning |
BIM/IFC | Validation of construction plans against requirements |
Construction projects | Overall project management |