The Details tab describes all of the basic information about a Property. The fields on the Details tab are:
Abbreviation - This is the abbreviation code that uniquely identifies the location. You must enter an abbreviation for each location, and the abbreviation must be entered in the format that was specified for locations of this level in the property system hierarchy.
Name - This is the name that you use to describe the physical location.
Full Location - This is the full location abbreviation, including the abbreviation of any parent locations and location separators. This is the full abbreviation that uniquely identifies the location. This field cannot be edited.
Parent - This is the full location abbreviation of the parent location for this location. If this location is at the highest level in the hierarchy, the parent location will be blank. This field cannot be edited.
Group - This is the property group that this location belongs to. You can select a group from the list of groups you have entered in the Groups table.
Access Code - This is the access code for this property. You can choose an access code from the list of access codes defined in the Security Module.
Barcode - This is a four character barcode that identifies this property in Pinnacle. The barcode number is used when performing an asset stocktake.
Asset - This indicates whether the location is also a property asset. If the location displays an asset number, then the location has been registered as a property asset, and the asset number is the corresponding asset number in the Asset Module. If the location displays a check box, then the location is not yet a property asset.
Address Same As Parent - If the physical address for this location is the same as the parent location, you can simply check this box to indicate that the parent address is to be used. If you check this box, the Address field will be disabled. If the location is at the highest level in the hierarchy, you cannot check this box.
Address - This is the physical address for the location.
Floor Area - This indicates the total floor area of this location in square metres. For locations that are parent locations, this will default to the sum of all the locations below the property in the hierarchy, but this can be overwritten.
Cost Area - This is the cost area that this location is to be costed against.
Classification - This is the classification for this location. You can select a classification for the location from the list of classifications that have been added to the Classifications table.
CAD File - This is the file name of the master CAD (Computer Aided Design) drawing for the property.
Specific Costs YTD - The specific costs are the maintenance costs for the property for this financial year. This is calculated by adding together the cost of all work orders that have been raised for this location in this financial year. This only includes work orders that have been raised for this specific property in this financial year. This field cannot be edited.
Specific Costs Total - The Total specific costs are the maintenance costs for the property for all dates. This field cannot be edited.
Specific Costs Square Metre YTD - This is the Specific Costs YTD divided by the number of square metres in the floor area of the property. This field cannot be edited.
Total Costs YTD - The total costs are the maintenance costs for the property and any properties below this one in the hierarchy for this financial year. This is calculated by adding together the cost of all work orders that have been raised for this location and any child locations in this financial year. This field cannot be edited.
Total Costs Total - The Total costs are the maintenance costs for the property and any child locations for all dates. This field cannot be edited.
Total Costs Square Metre YTD - This is the Total Costs YTD divided by the number of square metres in the floor area of the property. This field cannot be edited.
Outstanding Commitment - This is the total amount of outstanding commitment for all work orders that have been raised for this location. This field cannot be edited.
Supervisor - This is the supervisor for the property. You must select a supervisor from the Staff and Non-suppliers entered in the Staff and Non-suppliers table. If you have selected an authorisation level in the Authorisation field, only staff members with the appropriate authorisation level will be displayed in the list of staff and non-suppliers. The supervisor will default to the supervisor of the parent location, but you can modify this if you like.
Authorisation - This is the authorisation level for the property. You must select an authorisation level from the authorisations entered in the Delegation Levels table. If you have selected a staff member in the Supervisor field, only the authorisation levels for that staff member will be displayed in the list of authorisation levels. The authorisation level will default to the authorisation level of the parent location, but you can modify this if you like.
Reference Period - The reference period is used when raising work orders for this location to determine what other work orders to reference in the calculating of the estimated cost for the work order. The reference period is the number of months in the past that work orders will be collected from to calculated the estimated cost of a new work order. The reference period will default to the reference period of the parent location, but you can modify this if you like.
Exclusion Percentage - The exclusion percentage is used when raising work orders for this location to determine what other work orders to reference in the calculating of the estimated cost for the work order. The exclusion percentage is the total percentage of work orders that you want to be excluded from the estimated work order cost calculation. For example, if the exclusion percentage is 10%, then the top 5% and bottom 5% of work orders by cost will be excluded from the estimated cost calculation for a new work order. The exclusion percentage will default to the exclusion percentage of the parent location, but you can modify this if you like.
Authorisation Required - This flag indicates that only authorised contacts for the location are allowed to raise work orders with the
Auto send Closed Maintenance Work Authority - This indicates whether copies of the work orders raised for this location should be sent to the work order supplier when the work orders are closed.
Run Rate Reference Period - This indicates the number of months to gather property costs for use in forecasting costs for reporting purposes.
Accrual Method - This field is used to determine what accrual method to use for work orders raised for this location. Work order costs can be accrued for a fixed number of days either after the work order is dispatched, or after the expected completion date of the work order. You can choose either "Days after dispatch" or "Days after expected completion" as the accrual method for the location. This field works in conjunction with the Accrual Days to determine when estimated work order costs are to be included in the financial reports, or included in the file generated by the Pinnacle Accrual Interface. The Accrual Method will default to the accrual method of the parent location, but you can modify this if you like.
Accrual Days - This is the number of days to accrue the work orders costs. The accrual days can be zero. This field works in conjunction with the Accrual Method to determine when estimated work order costs are to be included in the financial reports, or included in the file generated by the Pinnacle Accrual Interface. The Accrual Days will default to the accrual days of the parent location, but you can modify this if you like.
Calculating the Floor Area for a Property
Creating a Property Asset from a Property
Displaying Drawings for a Property or Asset