Core TSIs : Spaces and workspaces : Reporting in Spaces & Workspaces : Using system reports : Charge back space usage report : Method 1: Planon default
Method 1: Planon default
No Grouping (directly & indirectly chargeable areas)
Screen capture showing the surcharge space usage reportScreen capture showing the surcharge space usage report
In this example directly and indirectly chargeable areas are included in the report while no grouping is applied. The Weighed direct m2 are reported 1:1. The Weighed indirect m2 are a combination of common floor area and common building area. In these images you can see how the common floor areas and common building areas are assigned to the directly chargeable spaces on floor 1.
Division of floor common area
Space 1
Direct
10
10
Floor common
(10/60)*17
2.83
total
12.83
Space 2
Direct
15
15
Floor common
(15/60)*17
4.25
total
19.25
Space 3
Direct
5
5
Floor common
(5/60)*17
1.42
total
6.42
Space 4
Direct
30
30
Floor common
(30/60)*17
8.50
total
38.50
Illustration showing an example of floor common area for no grouping-directly and indirectly chargeable areas
The end result is that each directly chargeable space gets some additional indirectly chargeable m2 from pantry, corridor and reception.
Division of building common area
Space 1
Direct
10
10
Floor common
(10/60)*17
2.833
Building common
(10/90)*35
3.889
total
16.722
Space 2
Direct
15
15
Floor common
(15/60)*17
4.250
Building common
(15/90)*35
5.833
total
25.083
Space 3
Direct
5
5
Floor common
(5/60)*17
1.417
Building common
(5/90)*35
1.944
total
8.361
Space 4
Direct
30
30
Floor common
(30/60)*17
8.500
Building common
(30/90)*35
11.667
total
50.167
Illustration showing an example of building common area for no grouping-directly and indirectly chargeable areas
Overview of calculations for the indirectly chargeable spaces
Space 1 (Purchase)
• (12 m2 of Corridor 0): (10 / 30 (=direct m2 on Floor 0)) x 12 = 4.0 m2
• (35 m2 of Reception): (10 / 90 (=direct m2 of Total building)) x 35 = 3.889
= 4.0 + 3.889 = 7.889
Space 2 (Sales)
• (12 m2 of Corridor 0): (15 / 30 (=direct m2 on Floor 0)) x 12 = 6.0 m2
• (35 m2 of Reception): (15 / 90 (=direct m2 of Total building)) x 35 = 5.833
= 6.0 + 5.833 = 11.833
Space 3 (Sales)
• (12 m2 of Corridor 0): (5 / 30 (=direct m2 on Floor 0)) x 12 = 2.0 m2
• (35 m2 of Reception): (5 / 90 (=direct m2 of Total building)) x 35 = 1.944
= 2.0 + 1.944 = 3.944
Space 4 (FM)
• (17 m2 of Pantry 1 + Corridor 1): (10 / 60 (=direct m2 on Floor 1)) x 17 = 2.833 m2
• (35 m2 of Reception): (10 / 90 (=direct m2 of Total building)) x 35 = 3.889
= 2.833 + 3.889 = 6.722
Space 5 (HR)
• (17 m2 of Pantry 1 + Corridor 1): (15 / 60 (=direct m2 on Floor 1)) x 17 = 4.25 m2
• (35 m2 of Reception): (15 / 90 (=direct m2 of Total building)) x 35 = 5.833
= 4.25 + 5.833 = 10.083
Space 6 (HR)
• (17 m2 of Pantry 1 + Corridor 1): (5 / 60 (=direct m2 on Floor 1)) x 17 = 1.417 m2
• (17 m2 of Pantry 1 + Corridor 1): (5 / 60 (=direct m2 on Floor 1)) x 17 = 1.417 m2
= 1.417 + 1.944 = 3.361
Space 7 (R&D)
• (17 m2 of Pantry 1 + Corridor 1): (30 / 60 (=direct m2 on Floor 1)) x 17 = 8.5 m2
• (35 m2 of Reception): (30/90 (=direct m2 of Total building)) x 35 = 11.667
= 8.5 + 11.667 = 20.167
No Grouping (direct & indirect area) – partial usage in reporting period
This example gives information on how directly and indirectly chargeable areas are reported while no grouping is applied.
Space 1 is only used between 1-8-2014 and 15-8-2014. The calculation takes this limited period into account. That is (15 days / 31 days (reporting period)) x 10 m2 = 4.839 m2. This also means that the entire building is weighted at 80+4.839=84.839 direct m2 and the floor 1 is weighted at 50+4.839=54.839 direct m2.
The calculations and results are shown in this table.
Space 2
• (17 m2 of Pantry 1 + Corridor 1): (4.839 / 54.839 (=direct m2 on Floor 1)) x 17 = 1.50 m2
• (35 m2 of Reception): (4.839 / 84.839 (=direct m2 of Total building)) x 35 = 1.996
= 1.50 + 1.996 = 3.496
Space 1
• (12 m2 of Corridor 0): (10 / 30(=direct m2 on Floor 0)) x 12 = 4.0 m2
• (35 m2 of Reception): (10 / 84.839 (= direct m2 of Total building)) x 35 = 4.125
= 4.0 + 4.109 = 8.125
This report helps you to understand the calculations.
* 
See the start date and end date of Space1.
Screen capture of the report that shows the calculation of surcharge for partial space usageScreen capture of the report that shows the calculation of surcharge for partial space usage
In the following illustrations, you will see how the common floor areas and common building areas are assigned to the directly chargeable spaces on Floor 1.
Division of building common area
(15d/31d)*10 m2 = 4.839 m2
Space 1
Direct
10
10
Floor common
(10/60)*17
2.833
Building common
(10/90)*35
3.889
total
16.722
Space 2
Direct
15
15
Floor common
(15/60)*17
4.250
Building common
(15/90)*35
5.833
total
25.083
Space 3
Direct
5
5
Floor common
(5/60)*17
1.417
Building common
(5/90)*35
1.944
total
8.361
Space 4
Direct
30
30
Floor common
(30/60)*17
8.500
Building common
(30/90)*35
11.667
total
50.167
Illustration showing an example of building common area for no grouping-direct and indirect partially chargeable areas
Division of floor common area
(15d/31d)*10 m2 = 4.839 m2
Space 1
Direct
4.839
4.839
Floor common
(4.839/54.839)*17
1.50
total
6.34
Space 2
Direct
15
15
Floor common
(15/54.839)*17
4.65
total
19.65
Space 3
Direct
5
5
Floor common
(5/54.839)*17
1.55
total
6.55
Space 4
Direct
30
30
Floor common
(30/54.839)*17
9.30
total
39.30
Illustration showing an example of floor common area for no grouping-direct and indirect partially chargeable areas
No Grouping (direct & indirect area) – partial usage during reported period + money
This report includes directly and indirectly chargeable areas that are reported while no grouping is applied. All space usage (directly and indirectly chargeable spaces) are linked to a tariff group that costs € 1 per m2 per day. In the report options, the option to display the costs also is switched on. As the reported period is 31 days (1-8-2014 to 31-8-2014), you can compare this report with the previous one, the only difference being that you have to multiply all values by 31 for the costs columns.
Screen capture of the report that shows the calculation of surcharge for partial space usage during reported period plus moneyScreen capture of the report that shows the calculation of surcharge for partial space usage during reported period plus money