Operating cost (actual vs. Budget) metric

Determines whether building operating costs are within spending targets.

Name
Operating Cost (Actual vs. Budget)
Category
Financial
Analysis objective for exception conditions
Determines which buildings are within targets or performing poorly to budget goals. Uses time trend analysis to compare seasonal peaks, anomalies, or trends.
Description
Facilitates the measurement of actual costs against budgeted costs, which are represented by cost codes in IBM® Maximo® Real Estate and Facilities.
Source
IFMA, BOMA, APPA
Measurement
Operating Cost (Actual vs. Budget)
Dependent data that is calculated
Financial Summary Object provides summary data for total operating costs
Roles
  • EN Workplace Executive
  • FA Move Manager/Planner
  • FA Space Manager/Planner
  • OP Executive
  • OP Service Manager
  • OP Facility Assessment Manager/Planner
Display chart types
Capture Period: Horizontal Grouped Bar (percent) Chart (Capture Period: Vertical Grouped Bar (percent) Chart)
Thresholds
  • Low Threshold: $.85/RSF
  • High Threshold: $1.50/RSF
  • Range 1: Under Budget/Caution/Yellow
  • Range 2: On Target/Positive/Green
  • Range 3: Over Budget/Negative/Red
Fact details
Module: triMetricFactBusiness Object: triBuildingCostFact

Metric Queries: triBuildingCostFact - Metric - Operating Cost Ratio (Actual / Budget) Metric

Drill paths
  • Geography
  • Location
  • Service Class
  • Capture Period
Interactive filters
  • Geography
  • Location
  • Service Class
  • Building Tenure (Lease/Own)
  • Organization (from cost code organization)
For US Federal Government:
  • Geography
  • Location
  • Service Class
  • Real Property Type
  • Real Property Use
  • Mission Dependency
  • Legal Interest
  • Organization (from cost code organization)
Static filters
Cost Type = Operating
Time
Months
Data point refresh rate
Monthly, after month-end close and scheduled load of financial data