Transcript Raytheon - University of Tennessee system

UT-Reports
View Building Performance Analysis
View Building Performance Analysis
The Building Performance report
documents the Rentable/Usable
ratio (which shows how well the
building is designed) and the
Usable/Rentable ratio (or efficiency
rate) which shows how well you are
using the rentable space
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This report is helpful in analyzing
space to lease and buildings to
purchase, as well as indicate the
efficient use of space you already
occupy. Note: To ensure that the
report uses your latest data, run the
Update Area Totals task prior to
running this report. If you do not
first run this action, the report will
present data from the last time that
the task was run.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT –Reports role or process
and click on the View Building
Performance Analysis task.
2. Select a building from the Select
Building panel by clicking on it.
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View Building Performance Analysis
View Building Performance Analysis
3. The building performance data
for the entire building, as well
as the performance data for
each floor is displayed to the
right. The building data is
summed from the floor data.
4. Examine the Rentable/Usable
and Usable/Rentable ratios for
indication of the performance
of each floor.
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The BOMA 2010 Office Space
Standard document redefines the
calculations for certain key fields
found in the Building Performance
report, such as R/U ratio and
Rentable Area, and introduces new
calculations such as R/O Ratio and
Occupant plus Allocated Area. The
BOMA 2010 standard provides two
methods -- Method A and Method B
-- for calculating these values.
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View Remaining Area
View Remaining Area
The View Remaining Area task is
used to determine the amount of
area that was not captured in the
space inventory and is being
charged to cost centers.
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1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms by Building and
Floor task.
2. Select a building code from the
Select Buildings panel by
clicking on it.
3. The floors for the selected
building are displayed on the
Floors panel with summary
information. Select a floor code
from the Floors panel by clicking
on it.
4. The rooms for the selected floor
are displayed on the
Rooms panel.
5. To generate the view as a
paginated report that is output
to a Word document file, click
on the DOCX button.
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Show Cost Center Stack Plan
Show Cost Center Stack Plan
The Show Cost Center Stack Plan is
used to quickly visually see how a
floor's area is divided among cost
centers by displaying a stack plan.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
Show Cost Center Stack Plan
task.
2. On the Filter console, enter a
building code.
3. Click on the Show button. The
report presents a stack plan for
the floor -- a graphical
representation of space usage
by cost center.
4. Click on any cost center to get
the details of the rooms
assigned to that cost center.
5. Hover over the cost center with
your mouse and additional
details are displayed.
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Show Cost Center Analysis Chart
Show Cost Center Analysis Chart
The Show Cost Center Analysis
Chart is used to quickly see the
percentage of space each cost
center occupies on a floor by
viewing a pie chart.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
Show Cost Center Stack Plan
task.
2. Select a Building and Floor from
the Select Floor panel by
clicking on it. A pie chart is
presented, showing how the
area on that floor is divided
among cost centers.
3. The cost center summary
beneath the pie shows the
count of records contributing to
each cost center’s total.
4. Click on any cost center to get
the details of the rooms
assigned to that cost center.
5. Hover over the cost center with
your mouse and additional
details are displayed.
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View Non-Assignable Summary by Building
View Non-Assignable Summary by Building
The View Non-Assignable Summary
by Type task is used to review a
summary of service areas within
your buildings. The report displays
a list of the Non-Assignable types in
the building (such as lobby, rest
rooms, and equipment rooms) and
the total and average area for each
type, as well as for the overall
building.
Note: To ensure that the reports
use your latest data, be sure to run
the Update Area Totals action prior
to running these reports. If you do
not first run this action, the reports
will present data from the last time
that the action was run.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and click on the View NonAssignable Summary by Building
task.
2. Select a building from the Select
Building panel by clicking on it.
3. To see the actual details for
each Non-Assignable type, click
on a blue cell.
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View Non-Assignable Summary by Building
View Non-Assignable Summary by Building
4. The report presents a pop-up
displaying the records of this
type.
Note: The "Pct. of Total Room
Area" value for the building is the
percentage of the building's area
that is dedicated to service area.
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View Non-Assignable Summary by Type
View Non-Assignable Summary by Type
The View Non-Assignable Summary
by Type task is used to review a
summary of service areas. The
report presents a list of the NonAssignable types (such as lobby, rest
rooms, and equipment rooms) and
the total and average area for each
type, as well as for the overall
project. Note: To ensure that the
reports use your latest data, be sure
to run the Update Area Totals
action prior to running these
reports. If you do not first run this
action, the reports will present data
from the last time that the action
was run.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and click on the View NonAssignable Summary by Type
task.
2. To see the actual details for
each Non-Assignable type, click
on a blue cell.
3. The report presents a pop-up
displaying the records of this
type.
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View Rooms by Building and Floor
View Rooms by Building and Floor
The View Rooms by Building and
Floor task presents the Buildings,
Floors, and Rooms data. The
Buildings and Floors tables each
present summary information from
the composing rooms: the total
room area, total cost center area
(rooms assigned to cost centers),
and common area (rooms specified
as common area). For the details on
common vs. cost center area,
review the individual records in the
Rooms pane. Rooms that are
common areas should not have a
college and cost center assignment
and, for chargeback purposes,
should have a value other than
NONE for their Prorate field.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms by Building and
Floor task.
2. Select a building code from the
Select Buildings panel by
clicking on it.
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View Rooms by Building and Floor
View Rooms by Building and Floor
3. The floors for the selected
building are displayed on the
Floors panel with summary
information. Select a floor code
from the Floors panel by clicking
on it.
4. The rooms for the selected floor
are displayed on the
Rooms panel.
5. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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View Rooms by College and Responsible Cost
Center
View Rooms by College and Responsible Cost Center
The View Rooms by College and
Responsible Cost Center task
presents the College, Responsible
Cost Center and Rooms data along
with a total of the occupiable and
non-occupiable room area for the
selected responsible cost center or
college. Managers can use this data
for an understanding of the space
assigned to and used by their
responsible cost centers and
colleges. This report also sums the
employees assigned to each room
allocation to responsible cost center
and college and calculates the
average area for each employee in
the responsible cost center and
college.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms by College and
Responsible Cost Center task.
2. Select a college code from the
Select College panel by clicking
on it.
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View Rooms by College and Responsible Cost
Center
View Rooms by College and Responsible Cost Center
3. The cost centers for the
selected college are displayed
on the Responsible Cost Centers
panel with summary
information. Select a cost
center code from the
Responsible Cost Centers panel
by clicking on it.
4. The rooms for the selected cost
center are displayed on the
Rooms panel.
5. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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View Rooms by Floor and Responsible Cost
Center
View Rooms by Floor and Responsible Cost Center
The View Rooms by Floor and
Responsible Cost Center task
presents the Floors, Responsible
Cost Centers, and Rooms data. The
room data is summed to
responsible cost center , which in
turn is summed to the floors on
which the cost centers are located.
Use this report for an understanding
of each responsible cost center
rooms on each floor.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms by Floor and
Responsible Cost Center task.
2. Select a Building and Floor code
from the Select Floor panel by
clicking on it.
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View Rooms by Floor and Responsible Cost
Center
View Rooms by Floor and Responsible Cost Center
3. The colleges and responsible
cost centers for the selected
building and floor are displayed
on the Responsible Cost Centers
panel with summary
information. Select a college
and responsible cost center
code from the Responsible Cost
Centers panel by clicking on it.
4. The rooms for the selected
college and responsible cost
center are displayed on the
Rooms panel.
5. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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View Rooms by Category and Area Type
View Rooms by Category and Area Type
The View Rooms by Category and
Type task presents a report that
can be used for an understanding of
how rooms are used at your facility.
For example, how many reception
rooms, storage rooms, or lounges
do you have and what are the total
areas of these classifications?
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms by Category and
Type task.
2. Select a room category from the
Select Room Category panel by
clicking on it.
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View Rooms by Category and Area Type
View Rooms by Category and Area Type
3. The room types for the selected
category are displayed on the
Types panel with summary
information. Select a type from
the Types panel by clicking on it.
4. The rooms for the selected type
are displayed on the Rooms
panel.
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View Room Categories and Area Types by
Building
View Room Categories and Area Types by Building
The View Rooms by Categories and
Area Types by Building task
presents a report that can be used
for an understanding of how rooms
are used throughout your buildings.
The report also provides the usable
area and total room area for each
building and floor.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms by Categories and
Area Types by Building task.
2. Select a building from the Select
Building panel by clicking on it.
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View Room Categories and Area Types by
Building
View Room Categories and Area Types by Building
3. The room categories for the
selected building are displayed
on the Room Categories panel
with summary information.
Select a room category from the
Room Categories panel by
clicking on it.
4. The area types for the selected
room category are displayed on
the Room Types panel.
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View Room Categories & Area Types by Floor
View Room Categories and Area Types by Floor
The View Room Categories and Area
Types by Floor task presents a
report that can be used for an
understanding of how rooms are
used throughout your buildings and
floors. The report also provides the
usable area and total room area for
each building and floor.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms Categories and
Types by Floor task.
2. Select a building and floor from
the Select Floor panel by
clicking on it.
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View Room Categories & Area Types by Floor
View Rooms Categories and Types by Floor
3. The room categories for the
selected building and floor are
displayed on the Room
Categories panel with summary
information. Select a room
category from the Room
Categories panel by clicking on
it.
4. The room types for the selected
room category are displayed on
the
Room Types panel.
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View Room Categories and Types by College
View Room Categories and Types by College
The View Room Categories and
Types by College task presents a
report that can be used for an
understanding of how rooms are
used throughout the colleges by
room category and type. The report
also provides cost center area and
the percentage of the cost center
area occupied by rooms of each
category or type.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms Categories and
Types by College task.
2. Select a college from the Select
College panel by clicking on it.
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View Room Categories and Types by College
View Room Categories and Types by College
3. The room categories for the
selected college are displayed
on the Room Categories panel
with summary information.
Select a room category from the
Room Categories panel by
clicking on it.
4. The room types for the selected
room category are displayed on
the
Room Types panel.
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View Room Categories and Types by
Responsible Cost Center
View Room Categories and Types by Responsible Cost Center
The View Room Categories and
Types by Responsible Cost Center
task presents a report that can be
used for an understanding of how
rooms are used throughout the cost
centers by room category and type.
The report also provides cost center
area and the percentage of the cost
center area occupied by rooms of
each category or type.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Rooms Categories and
Types by Responsible Cost
Center task.
2. Select a cost center from the
Select Responsible Cost Center
panel by clicking on it.
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View Room Categories and Types by
Responsible Cost Center
View Room Categories and Types by Responsible Cost Center
3. The room categories for the
selected cost center are
displayed on the Room
Categories panel with summary
information. Select a room
category from the Room
Categories panel by clicking on
it.
4. The room types for the selected
room category are displayed on
the
Room Types panel.
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View Employees by All Employees
View Employees by All Employees
The View Employees by All
Employees task presents basic
employee information.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employees by All Employees
task.
2. If employee photos are loaded
for each employee, you may
click on the Employee Photo
button to see a picture of the
employee.
3. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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View Employees by Location
View Employees by Location
The View Employees by Location
task provides you with an
understanding of the employees
that occupy each building, floor, and
room. The building and floor panes
provide information on the total
number of employees in the area
and the average area per employee.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employees by Location task.
2. Select a building code from the
Select Buildings panel by
clicking on it.
3. The floors for the selected
building are displayed on the
Floors panel with summary
information. Select a floor code
from the Floors panel by clicking
on it.
4. The rooms for the selected floor
are displayed on the
Rooms panel. Select a room
code from the Rooms panel by
clicking on it.
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View Employees by Location
View Employees by Location
5. The employees for the selected
room are displayed on the
Employees panel.
6. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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View Employees by College and Responsible
Cost Center
View Employees by College and Responsible Cost Center
The View Employees by Responsible
Cost Center and College task
presents summary employee data
for each college and responsible
cost center including employee
average area, the average cost per
employee, and the overall cost of
employee space for the responsible
cost center.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employees by College and
Responsible Cost Center task.
2. Select a college code from the
Select Colleges panel by clicking
on it.
3. The responsible cost centers
for the selected college are
displayed on the Responsible
Cost Centers panel with
summary information. Select a
responsible cost center code
from the Responsible Cost
Centers panel by clicking on it.
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View Employees by College and Responsible
Cost Center
View Employees by College and Responsible Cost Center
4. The employees for the selected
responsible cost center are
displayed on the Employees
panel.
5. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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View Employees by Standard
View Employees by Standard
The View Employees by Standard
task allows you to compare your
employee inventory against your
defined employee standards. For
each standard, compare the Entitled
Area to the Average Employee Area.
Are your employees' space
assignments in line with the defined
entitled area for their standard?
You can also examine the data of
the individual employees of each
standard.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employees by Standard task.
2. Select an employee standard
from the Select Employee
Standards panel by clicking on
it.
3. The employees for the selected
room standard are displayed on
the Employees panel.
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View Employee Average Area by Category and
Type
View Employee Average Area by Category and Type
The View Employee Average by
Category and Type task is used to
check the room types and
categories used by personnel and
the average area per employee for
each category and type. Since room
categories classify vertical
penetration and service area space,
you can verify that no employees
are assigned to the unoccupiable
areas. You can also quickly see the
types of rooms occupied by your
employees.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employee Average by Category
and Type task.
2. Select a room category from the
Employee Average Area of
Room Categories panel by
clicking on it.
3. The employee data for the
selected room category is
displayed on the Employee
Average Area by Room Types of
Category panel.
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View Responsible Cost Centers by All Cost
Centers
View Responsible Cost Centers by All Cost Centers
Managers will often need to know
how much space each responsible
cost center is using. By reviewing
this report, you can quickly gather
an understanding of the space
allocated to each responsible cost
center . The View Responsible Cost
Centers by All Cost Centers task
presents a report that lists the
responsible cost centers to which
rooms have been assigned and
includes a count of the rooms and
total area for each responsible cost
center .
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Responsible Cost Centers
by All Cost Centers task.
2. The Responsible Cost Center
Area Summary data is displayed
to the right of the form.
3. Select a responsible cost center
from the Responsible Cost
Centers Area Summary panel by
clicking on it.
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View Responsible Cost Centers by All Cost
Centers
View Responsible Cost Centers by All Cost Centers
4. A new form is displayed with a
breakdown of room area
according to floor.
5. Click on the Close button to
return back to the View
Responsible Cost Centers by All
Cost Centers view.
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View Responsible Cost Centers by Building
View Responsible Cost Centers by Building
Managers will often need to know
how much space each responsible
cost center is using. The View
Responsible Cost Centers by
Building task presents a report that
lists the buildings and responsible
cost centers to which rooms have
been assigned and includes a count
of the rooms and total area for
each responsible cost center.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Responsible Cost Centers
by Building task.
2. Select a building from the Select
Building panel by clicking on it.
3. The Responsible Cost Center
Area Summary data is displayed
to the right of the form.
4. Select a responsible cost center
from the Responsible Cost
Center Area Summary panel by
clicking on it.
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View Responsible Cost Centers by Building
View Responsible Cost Centers by Building
5. A new form is displayed with a
breakdown of room area
according to floor.
6. Click on the Close button to
return back to the View
Responsible Cost Centers by
Building view.
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View Responsible Cost Centers by Floor
View Responsible Cost Centers by Floor
The View Responsible Cost Centers
by Floor task presents a report that
lists the buildings , floors and
responsible cost centers to which
rooms have been assigned and
includes a count of the rooms and
total area for each responsible cost
center.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Responsible Cost Centers
by Floor task.
2. Select a building and floor from
the Select Floor panel by
clicking on it.
3. The Responsible Cost Center
Area Summary data is displayed
to the right of the form.
4. Select a responsible cost center
from the Responsible Cost
Center Area Summary panel by
clicking on it.
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View Responsible Cost Centers by Floor
View Responsible Cost Centers by Floor
5. A new form is displayed with a
breakdown of room area
according to floor.
6. Click on the Close button to
return back to the View
Responsible Cost Centers by
Floor view.
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View Responsible Cost Centers by
Responsible Cost Centers per Floor
View Responsible Cost Centers by Responsible Cost Centers per Floor
The View Responsible Cost Centers
by Responsible Cost Centers per
Floor task presents a listing of floors
on which rooms are assigned to this
responsible cost center.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, and click
on the UT-Reports role or
process and then click on the
View Responsible Cost Centers
by Responsible Cost Centers per
Floor task.
2. Select a college and responsible
cost center from the Select
Responsible Cost Center panel
by clicking on it.
3. The Responsible Cost Center
Area Summary data is displayed
to the right of the form.
4. Select a responsible cost center
from the Responsible Cost
Center Area Summary panel by
clicking on it.
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View Responsible Cost Centers by
Responsible Cost Centers per Floor
View Responsible Cost Centers by Responsible Cost Centers per Floor
5. A new form is displayed with a
breakdown of room area
according to floor.
6. Click on the Close button to
return back to the View
Responsible Cost Centers by All
Responsible Cost Centers per
floor view.
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View Employee Cost Center Analysis by All Cost
Centers
View Employee Cost Center Analysis by All Cost Centers
The View Employee Cost Center
Analysis by All Cost Centers task
lists each cost center and its total
area, number of employees, and
average are per employee. Does a
particular cost center have more
average area per employee than the
other cost centers? What are the
employee headcounts for each cost
center?
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employee Cost Center Analysis
by All Cost Centers task.
2. The cost center analysis data for
all cost centers is displayed on
the Responsible Cost Center
Analysis Summary panel.
3. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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View Employee Cost Center Analysis by Building
View Employee Cost Center Analysis by Building
The View Employee Cost Center
Analysis by Building task is used for
an understanding of space
allocation to cost centers at the
building level and allows you to see
the employee headcount per
building and the total occupied area
per building.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employee Cost Center Analysis
by Building task.
2. Select a building code from the
Select Buildings panel by
clicking on it.
3. The cost center analysis data for
the selected building is
displayed under the Cost Center
Analysis by Building panel.
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View Employee Cost Center Analysis by Floor
View Employee Cost Center Analysis by Floor
The View Employee Cost Center
Analysis by Floor task is used for an
understanding of space allocation to
cost centers at the building and
floor level and allows you to see the
employee headcount per building
and floor and the total occupied
area per building.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employee Cost Center Analysis
by Floor task.
2. Select a building and floor code
from the Select Floor panel by
clicking on it.
3. The Cost Center analysis data
for the selected building and
floor is displayed under the Cost
Center Analysis by Floor Code
panel.
4. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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View Employee Cost Center Analysis by Location
View Employee Cost Center Analysis by Location
The View Employee Cost Center
Analysis by Location task is used to
employee Cost Center information
according to floor. For example, you
can see if a cost center is spread
across multiple floors and the
average area per employee on
these two floors.
1. On the Process Navigator, click
on the Space Inventory &
Performance activity, click on
the UT-Reports role or process
and then click on the View
Employee Cost Center Analysis
by Location task.
2. Select a college and cost center
code from the Select Cost
Center panel by clicking on it.
3. The employee analysis data for
the selected college and cost
center is displayed under the
Employee Analysis by Cost
Center Code panel.
4. To generate the view as a
paginated report that is output
to a Word document file, click
on the Paginated Report button.
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