Generating maintenance budgets
The Generate maintenance budgets option allows you to create maintenance budgets (OpEx type) for the maintenance activities of a specific property (related to property budget category), for a specific financial year.
Prerequisites
Depending on which solution you use for your asset maintenance and before you generate maintenance budgets in the Budgets TSI, you must perform some checks in either the:
• Planned Maintenance TSI
• Activity planner TSI
If you use the Planned Maintenance solution, make sure that the maintenance plan to which maintenance activities belong is Definitive and in the Active status. Also make sure that the activity definition is either in the Balanced or Unbalanced status.
If you use Activity Planner, the activity definitions should be in the Active status.
For both the Planned Maintenance solution and the objective-based Activity planner solution, a budget definition must be specified for the (maintenance) activity definition to which the maintenance activities belong.
 | For more information on using Planned Maintenance , see Planned Maintenance. For more information on Activity planner see Activity Planner. Budget definitions can be created in the Supporting data TSI. See Budget definitions. |
Procedure
1. Go to Budget categories.
2. On the Budget categories action panel, click Generate maintenance budgets.
The Generate maintenance budgets window appears.
3. Select a Financial year from the list.
4. Select one or more properties for which you want to generate maintenance budgets.
5. Click OK.
Maintenance budgets are now generated for the specified properties and financial year. The generated budgets are shown at the Budgets selection level.
| | Whenever you modify a maintenance activity definition (Maintenance Planner) or an activity definition (Activity Planner), you must regenerate the budgets. |
The budget value is automatically calculated by Planon ProCenter using the following formula:
Expected costs as specified in the (maintenance) activity definition * Number of times the activity occurs
If required, you can manually adjust the budget in the Budget field.