The Cost Calculation module organizes your organization's assets and facility management needs into investment plans with data-informed and inflation-adjusted investments and costs. Using Cost Calculation in VertiGIS FM, you can
•create investment plans, which outline the costs and investments for real estate, device, and component assets managed in your VertiGIS FM database.
•enter or calculate the costs of the line items you add to investment plans to determine the asset's annual costs.
•update and leverage data in the Building Construction Price Index to project the costs of line items budgeted for future years.
•transfer line item costs to ledger account and cost center budgets so that the annual budgets are a dynamic reflection of the transferred line items.
•create cost groups and planning items, which store shared properties for similar items used in multiple investment plans and act as templates for easy line item creation and batch editing purposes.
•create service units, which comprise usage areas specified within a real estate and its buildings, to calculate the costs and revenue associated with sublets of your indoor and outdoor floor space. This feature relies on VertiGIS FM Buildings.
The Cost Calculation module is used in close conjunction with the Costs and Budget module.
You can access the Cost Calculation module by expanding Cost Calculation in the modules panel and clicking Dashboard.
Cost Calculation in Modules Panel
Legacy Start Page
The Cost Calculation dashboard is divided into the sections below.
Tasks
The Tasks section lists appointments that are associated with an investment plan and have the user signed in to the application selected in the Employees field.
Actions
The Actions section lists shortcuts to resources and workflows used in the Cost Calculation module.
Cost Calculation Actions
Cost Calculation Actions
Action |
Descriptions |
|---|---|
Cost groups |
Manage the groups into which planning items are sorted. |
Building Construction Price Index |
View and update data in the Building Construction Price Index, which is used to calculate the costs of investment items budgeted for future fiscal years. |
Budget transfer |
Transfer line items in an investment plan to the annual budgets for their associated account or cost center. This offers an alternative to manually entering a budget amount for the account or cost center. |
Reports
The Reports section lists download links for the reports the system administrator has made available on this page for the role your user has been assigned. Clicking the link generates the report. Refer to the Report and Query Permissions administration topic for more information.
Reports Section
You can generate reports using other data on the search page. Refer to Generate Reports for more information.
Queries
The Queries section lists links to the search queries the system administrator has made available on this page for the role your user has been assigned. Refer to the Report and Query Permissions for more information.
Queries Section
Refer to Save a Query for instructions on how to create a query.
Dashboard Customization
As a system administrator, you can create a customized dashboard for the start page for each VertiGIS FM product and module included in your license. Tools in the dashboard customization feature allow you to design a dashboard that conveys important information to your users, using your own live VertiGIS FM data associated with any assets, data objects, and properties in your system.
Customized Dashboard with Characteristic Values, Charts, and a Map
Dashboard objects you can add to your start page include KPI metrics, charts, lists, and maps. You can also include any of the template sections shown on the default start page to your customized dashboard.
When you create a custom dashboard, you can add any of the items below to your start page.
Dashboard Object Presentation Types
Presentation Type |
Description |
|---|---|
A counter that reflects the quantity of a data object (e.g., the number of buildings or devices) in the VertiGIS FM database, or the sum or average of a property with a numeric values across all data objects of a given type (e.g., the total floor area across all buildings in the system). |
|
A line, bar, or circle (pie) chart that visualizes data associated with a VertiGIS FM data object. |
|
A list of data objects of a given type (e.g., devices, buildings, or work orders), with their properties sorted into columns to allow your users to search and filter them on the dashboard. |
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A VertiGIS Studio web map that has been integrated with your VertiGIS FM environment. You can configure it to display a layer mapped to a data object in VertiGIS FM. |
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An icon image and text that links to an external application or website. |
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Default data objects, like Actions, Operational Procedures, and task-based objects associated with the user signed in to VertiGIS FM. |
To access the dashboard customization page, click the gear icon (
) at the top of the start page whose dashboard you want to customize.
Link to Dashboard Customization Page
Refer to Dashboard Customization for instructions on how to add custom objects to your dashboard.
