Operating Cost (Actual vs. Budget) metric

Determines whether building operating costs are within spending targets.

Details of the metric	Description
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: triMetricFact Business 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