Planon: Can IWMS and BIM become your organization’s library?


Integration with BIM

Wouldn’t it be great if software supported the total lifecycle of all your buildings? Can it be your organisation’s memory? Going deeper still, wouldn’t it be beneficial to ensure that all the materials in a building were being used to their full potential and were a valuable part of this lifecycle – an initiative that the Dutch institution Madaster advocates?

An important piece of the puzzle to realise this vision would be to integrate Building Information Modelling (BIM) information with, on the one side, the daily user processes of an IWMS, and on the other side, all of the changes in your buildings, spaces and installations, available in BIM. It will become possible to access the memory of the organisation at any time: find which malfunction happened at which installation in which room, reported by a certain user, fixed by a service provider who was part of a service contract at that time…

[Admin: This post is related to the 09.28.17 article by FM:Systems about the cost of interoperability. To see other related posts, use the BIM tag.]

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Planon: How do you set up your contract management repository?


Without a proper contract management repository, you and your organisation are at high risk and not in control of supplier obligations, associated costs, and contract terminations or regulatory compliance. A structured contract registration allows you to proactively manage suppliers, validate contract-related cost and performance, ensures timely contract cancellation or change, and delivers valuable information to improve contracting policies.

Setting up your contract management repository starts with an inventory of contract categories such as activity-based contracts, performance contracts or framework agreements and the contract applications such as maintenance, services, procurement, lease or any other. For any contract, you have to collect, register and maintain a set of basic data, such as:

  • Internal information such as contract owner, department and cost centre.
  • Supplier information such as company details, address and contact person.
  • Contract status information such as active, in negotiation, for approval, or terminated.
  • Date information such as start date, notice, end date or cancellation options.
  • Asset reference, linking the contract to one or multiple assets in your asset repository.

On top of the basic data, the contract category determines the next level of contract data and information. For an activity-based maintenance contract, you have to register information about:

  • The individual activities that are contracted.
  • The timing and eventual frequency of the activities.
  • The associated budget for the contract or fixed cost per activity.

As performance contracting is a completely different concept for outsourcing maintenance, the performance contract includes different types of data and information, such as:

  • Performance definition in terms of availability and quality of assets.
  • Detailed service levels, times to start and times to complete.
  • Performance measurement methods, supplier bonus or penalty agreements, and billing parameters…

[Admin: To see other related posts, use the Planon tag or Contracts tag.]

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IV96536: Revising contract causes double-posted cost amount


After revising and reissuing a standard contract, the cost amount becomes cumulative against the budget.

As a temporary fix, do not revise the contract. Instead, post a change order to the contract. We needed to set the reverse transaction to “true” for 3 workflows. Moving forward, for capital projects, the standard contract will no longer double-post values after revising.

[Admin: To see other related posts, use the Costs tag or Change Orders tag.]

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Is there a way to add child service codes in the cost code hierarchy?


Is it possible to add a child service code in the cost code hierarchy? In the location cost code, I can add another location, project or service code. However, in the service cost code, there is no further sub-level hierarchy. I presume one of the workflows needs some altering, but I’m not sure which one?

In the TRIRIGA as-shipped application configuration, service codes aren’t configured to have sub-levels (children). This isn’t configured in workflows, but rather in Form Builder. See the second tab labeled “Includes/Forms”. In the screenshot, you can see what the location cost code allows to be included under it. On the Service Request form, you can see that as-shipped applications do not allow children. You can allow this with a customization, but realize that anything you want to do with the child records will need to be configured in workflows as well.

[Admin: To see other related posts, use the Cost Code tag.]

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What is the difference between “SL Asset Value” and “Asset Value”?


If you look at the query “triFiscalLineItem – Display – Likely Term Type B – Associated To Current Record” in TRIRIGA 10.5.2, it is based on the [triCostItem] triFiscalLineItem BO and the [triCostItem] triLeaseFiscalLineItem form.

However, the report uses the triSLAssetValueNU (straight line) field for asset value (for Operating leases), while the form uses the triAssetValueNU field for asset value (for Capital/Finance leases). Which is correct? Shouldn’t both of these values be working from the same field? Or is one field calculated based on the other?

Both of these fields represent asset value for the new accounting standards (FASB ASC 842). The asset value for Operating or Finance is dependent on depreciation (amortization which is calculated differently for Operating and Finance classifications.) Hence, they are represented by 2 different asset value fields:

  • The triSLAssetValueNU field is used to store the value for Operating leases. (The field for Operating is represented with “SL” or straight-line.)
  • The triAssetValueNU field is used to store the value for Finance leases. (Small Correction: The term “Capital” is not applicable in ASC 842 guidelines.)

[Admin: To see other related posts, use the Straight Line tag or ASC tag.]

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Is there a way for summary report drilldown to show specific lines?


I have a summary report that has two BOs, grouped first by project, and then by cost code, and summed by amount.

When the report runs, it shows the totals as expected. When I click one of the lines in the report, I expect to see a tabular report showing, for that project, cost code, and amount, the values that contribute to the total only. Instead, all the projects and all the cost codes are displayed, as well as what I want to see. Is there a way in a summary report to click on a line and see only the lines that make up the total?

Unfortunately, it is not possible to configure the report to do what you are expecting here. You may want to develop a BIRT report to accomplish this. You could look at hierarchical reports as an option as well, but you might lose some of the summary options. You might want to submit a request for enhancement (RFE) on this.

[Admin: To see other related posts, use the Summary tag or Drilldown tag.]

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RedSys solves CRE management issues effectively with IBM TRIRIGA


[Google Translated from Russian]

IT solves real estate management issues effectively

Business-IT integrator RedSys jointly with IBM held a seminar on the topic “Managing commercial real estate: Experience and prospects for implementing IT solutions.” The event was organized by the association of the real estate market REPA in the format “Development Environment”…

To participate in the first session, RedSys, Knight Frank, RD Management, IBM, etc. were invited to present their experience in applying IT solutions to optimize business processes in real estate…

Within the framework of the sessions, a discussion was held on the impact of IT solutions on risks and profitability in managing the real estate object. Artem Myasnikov, director of the center for industry and business solutions at RedSys, says: “To increase manageability, reduce risks and optimize costs, are allowed by comprehensive management tools using advanced technologies, such as IBM TRIRIGA“…

[Admin: This post is related to the 03.02.17 post about TRIRIGA and RedSys offering ERP for commercial real estate. To see other related posts, use the RedSys tag.]

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[Original Russian]

IT решает вопросы управления недвижимостью эффективно

бизнес-IT интегратор RedSys совместно с IBM провел семинар по теме «Управление коммерческой недвижимостью: опыт и перспективы внедрения IT-решений». Мероприятие организовано ассоциацией рынка недвижимости REPA в формате «Девелоперская среда»…

К участию в первой сессии были приглашены компании RedSys, Knight Frank, RD Management, IBM и др., дабы представить свой опыт применения IT-решений для оптимизации бизнес-процессов в сфере недвижимости…

В рамках сессий развернулась дискуссия на тему влияния IT-решений на риски и доходность при управлении объектом недвижимости. Как утверждает директор центра отраслевых и бизнес-решений RedSys Артем Мясников: «Повысить управляемость, снизить риски и оптимизировать затраты позволяют комплексные инструменты управления с применением передовых технологий, в частности таких как IBM Tririga»…

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