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Investment Plans

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An investment plan is a list of investments or costs for a specific real estate, device, or component in the system.

You can only create an investment plan for devices and components that are located in (i.e., associated with in VertiGIS FM a building).

Details Page

Each investment plan in VertiGIS FM has its own details page. You can access an investment plan's details page on the Cost Calculation search page, by clicking Investment Planning under Objects and double-clicking an investment plan in the search grid.

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Accessing Investment Plan Details Page

Core Data

The Investment Planning section stores the investment plan's core properties, outlined below.

Investment Plan Details

Field

Description

Object

The devicecomponent, or real estate for which the VertiGIS FM is created.

Regional Factor

A number by which item costs for the investment plan are multiplied, based on the region in which the costs are incurred.

Price Region

The price region associated with the investment plan. Your custom file in the installation directory (GeoMan.Module\Custom\module.config.Custom.xaml) must specify the web API (https://bim.api.dbd-online.de/Service/V2/BIMService.asmx) in the DbdOnlineUrl key value for this feature to become active. Because this web API only returns price regions in Germany, this feature is only of use for German customers.

price-region

Price Region Web API Specification in Custom Files

Items

The Items section lists investments and costs in the investment plan.

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Items Section

The color of an item's text in the section indicates its status.

Item Statuses

Color

Status

Description

Blue

Planned

The investment plan has not yet been submitted for approval. All of the investment plan's fields except for the Type setting are editable.

Black

Requested

It investment plan is being reviewed for approval. The Planning ItemPlan YearTypePriority, and Fixed Price fields are locked for editing.

Green

Approved

The cost of the investment plan is finalized and cannot be adjusted. For example, adjusting the investment plan's regional factor or updating the data in the Building Construction Price Index will not affect the cost of the item. All fields except for the DateIntervalComponent, and State are locked for editing.

VertiGIS FM assigns an investment plan a number, shown in the Number column, when you approve the investment plan.

item-6

Number Assignments for Approved Investment Plan

Red

Declined

The investment plan has been declined or rejected. It may be transferred to the next fiscal year. All fields except for the DateIntervalComponent, and State are locked for editing.

Black

Completed

The investment plan has been paid for, and the associated work or projects are completed. VertiGIS FM can generate a follow up investment plan for the next applicable fiscal year if the investment plan has an Interval property in its details.

For more information about investment plan items, refer to Manage Investment Plan Items.

Appointments

The Appointments section lists the scheduled appointments (a call or in-person meeting) that are associated with the investment plan. Appointments are action items that can be scheduled for any object in VertiGIS FM. They are not the same thing as orders.

To add an appointment for the asset, click the Add (icon-add) icon in the Appointments section on the details page.

Notes

The Notes section lists notes that have been posted in relation to the investment plan.

Documents

The Documents section lists the documents, including image files, associated with the investment plan. Refer to Document Management for more information, including instructions on how to upload a document.

 

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Documentation Version 1.0