Portfolio Planner is a powerful planning environment within the Trebellar platform that allows teams to visualize, analyze, and plan for the future state of their real estate portfolio.

It brings together headcount data, attendance signals, seat supply, and planning forecasts into a single model. This allows organizations to understand how workforce demand and space supply interact across the portfolio and evaluate how potential changes may affect space needs in the future.

Teams can use Portfolio Planner to explore planning scenarios such as growth, consolidation, or changes to workplace strategy before making real estate decisions.

Portfolio Planner is built around a simple planning framework:

Supply vs. Demand over Time across the portfolio hierarchy.

This model helps organizations understand how workplace demand and space capacity evolve over time and how potential portfolio changes may impact future conditions.

Demand represents the number of people who require workspace within the portfolio.

Demand signals typically include:

Headcount represents how many employees are associated with a location and may need access to workspace over time. Attendance reflects how many people are actually present in the space during a given period.

These signals help organizations understand both potential workspace demand and actual space usage, which are used together when evaluating capacity and planning assumptions.

Supply represents the workspace available to support demand.

Supply is typically measured through:

Supply values reflect both the physical seats available and how those seats are allocated within the portfolio.

Portfolio Planner models supply and demand across time periods, allowing teams to evaluate how conditions change in the future.

The model incorporates both historical operational data and forward-looking forecasts.

Historical data (actuals)

Forecast data (future assumptions)

Attendance forecasts may be generated using machine learning–based predictions or planning assumptions depending on how the model is configured.

Supply and demand are modeled across the organization’s portfolio hierarchy.

Typical levels include:

This structure allows teams to analyze supply and demand at different levels of the portfolio and identify where imbalances may occur.

Portfolio Planner supports scenario modeling, allowing teams to test different portfolio strategies before making real estate decisions.

Examples include:

Scenario planning also allows teams to evaluate how locations should be sized based on different demand assumptions. In addition to assigned headcount, models incorporate observed or forecasted attendance patterns to help determine appropriate seat supply and space requirements.

Teams can compare different scenarios before merging approved changes into the Plan of Record, which represents the current approved portfolio strategy.

When a portfolio plan is created or opened, supply and demand are displayed across the selected time horizon.

The view combines two primary elements that help teams understand how space needs and workforce demand evolve over time.

Timeline

The timeline displays supply and demand across future planning periods. This view makes it easy to see how workforce demand compares to available seat supply as conditions change over time.

Planning table

The planning table shows the detailed values behind the model, broken down by location and time period.

Together, these views help teams review the plan, identify potential imbalances, and adjust planning assumptions as needed.

Portfolio Planner includes AI capabilities that help teams analyze and work with portfolio models.

Users can interact with the AI assistant to ask questions about a plan, review current conditions, and explore potential improvements.

AI can assist with:

In addition to analysis, the AI assistant can help generate or apply changes to a plan or scenario based on user prompts, making it easier to explore different planning approaches and evaluate their impact.

The following guides explain how to get started with Portfolio Planner and work through the full planning workflow:

Opening Portfolio Plans

Learn how to access Portfolio Planner, view the plans available to you, and open an existing portfolio plan.

Creating a Portfolio Plan

Learn how to create a new portfolio plan, configure scope and timeframe settings, and initialize supply and demand forecasts.

Sharing Portfolio Plans and Setting a Plan of Record

Learn how to share plans, manage access, and designate the approved Plan of Record.