Use AIM to structure the asset portfolio and manage revenues and costs

Manage your assets with PrometriQ, the Asset Information Management software!

The Asset Information Management (AIM) area structures and documents the asset portfolio of an owner. Based on this, all relevant data for the management of revenues and operation costs of the operate phase are brought together. The assets can be grouped into portfolios.

Because AIM is seamlessly integrated with the PIM (Project Information Management) area, a wide-ranging and consistent database is available for generating the relevant key performance indicators and reports for the daily management of both the assets and their associated projects.

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Easy asset documentation

The organization and structuring of the assets is the backbone for all asset management lifecycle processes.

  • Manage assets with its objects using master data

  • Manage assets in a structured manner using portfolios

  • Document versions in the lifecycle of an asset

Asset/portfolio and facility documentation

The organization and structuring of the assets is the backbone for all asset management lifecycle processes.

Usually, an owner already has a portfolio of real estate assets. We encourage to start with a small number of assets to gain the initial experience with the PrometriQ platform and then scale it up. Start ideally with a new building and/or the documentation of one or more assets from the portfolio. The main functionality includes:

Manage assets and their facilities using master data

An asset such as a residential area can consist of one or more facilities. A facility is, for example, a building, an outdoor facility in the district. Both the asset and the facilities are described with master data and other information:

  • System mandatory data like asset unique code, name, address, catalogue settings, type, etc. are used to identify and manage the asset or facility.
  • In addition, there are descriptive properties freely configurable by the customer. Depending on the type of asset or facility type (residential, office, railway station), templates support the uniform and efficient data acquisition.
  • In addition to localization via Google Maps, a site plan or environmental model that documents the microlocation of the asset and its facilities can be managed.
  • When an asset is created, MS Teams® automatically creates a team with predefined channels for the asset.
  • The files stored on the SharePoint® site of the team can be linked to the asset, facility or their building components.

Manage assets in a structured way using portfolios

The real estate portfolio of a portfolio manager or investor can be managed in a structured manner at the highest level using portfolios. For example, a portfolio can summarize all residential or commercial assets or group the assets by regions (North, South, DACH, Europe, etc.).

It is planned to also provide comprehensive dashboards with key performance indicators (KPIs) along with planning data at the portfolio level.

Versions in the lifecycle of a facility

The lifecycle of a facility is documented in PrometriQ by using versions.

  • The facility version concern both the project and the operate phases.
  • A version within a project reflects the increasing detail of the design.
  • A new version in the operate phase usually arises after completion of a project or if a specific state must be documented for any reason.
  • Each version can optionally be created from one or more 3D building models files, usually managed as separate files for different disciplines (like architecture, MEP, HVAC), depending of the facility’s complexity. The files are stored on the CDEs like Autodesk® BIM 360 / Autodesk Construction Cloud or Allplan’s® bimplus, other providers to come.

Asset’s financial plan

Ongoing activities are planned and tracked yearly using a taskboard with work packages and their corresponding tasks.

  • Scheduling of work packages

  • Easy classification using tags

  • Integration of MS-Planner® and/or MS-Teams®

  • Direct assignment to one or more responsible users

Financial plan

In the financial plan, ongoing activities are planned and tracked yearly using work packages and their corresponding tasks:

  • The work packages can be assigned using tags to one or more topics (leases, maintenance, etc.).
  • The work packages can be scheduled.
  • Each work package is underpinned by individual tasks and assigned to one or more responsible users.
  • The integration into daily office operations of an asset manager is realized through the seamless integration of MS Planner® and MS Teams®.

Plan construction and maintenance projects

PrometriQ provides the ability to manage a pipeline of construction works and maintenance activities for each asset.

  • Allocation of expected costs and milestones

  • Classification as construction work, maintenance activity or as construction project for complex works

  • Allocation of approved activities to the expected year of implementation in the financial plan

  • As soon as a construction work is set up as a construction project, this can be manager within the PIM area (see PIM for more information)

Planned construction works and maintenance activities

PrometriQ provides the ability to manage a pipeline of construction works and maintenance activities for each asset:

  • The expected costs and milestones for these activities can be managed and monitored.
  • The activities are classified as smaller construction works or maintenance activities or as construction projects.
  • Approved activities are assigned to the expected year of implementation in the financial plan.
  • As soon as a construction work is set up as a construction project, this can be manager within the PIM area (see PIM for more information)

Forward planning of revenues

Revenues from an asset can be planned and tracked over time using actual data.

  • Differentiation between planned/target/actual revenues

  • Monitoring the multi-year planning vs. annual target/actual planning

  • Comparison of two point in time states of the revenue plan

  • Hierarchically freely configurable revenues structure

Revenues planning

Revenues from an asset can be planned and tracked over time using actual data. Following the main features:

  • Differentiation between planned/target/actual revenues.
  • For monitoring, revenues are managed in three time series: multi-year planning (yearly based), annual planning (target values, monthly based), actual values (monthly based).
  • Revenues are managed according to a hierarchically freely configurable revenues structure.
  • All data modifications are logged. Two logged data sets can be compared.
  • Specific revenue items are calculated from detailed data, such as rental contracts.
  • The actual data is obtained from the owner’s accounting system.
  • The monitoring is made by comparing the planned/target/actual time series.
  • Multi-year planning can be made even in the project construction phase in order to determine the expected yields from sale and/or rental.

Rental contracts management

When planning revenues, rental contracts can be managed in order to automatically calculate individual items from the revenue plan.

  • Overview of the vacant rental units

  • Management of master data and the rules for rent adjustment

  • The development of the rental contracts is traced

  • The actual data is acquired from the owner’s accounting system.

Rental contracts

When planning revenues, rental contracts can be managed for individual revenue items. Main functionality:

  • If a building book is defined, the rental contracts can be assigned to the rental units. A vacancy is thus immediately identified and optionally visualized in the 3D model.
  • The rental contracts are managed with their master data, the rules for renewal options and rent adjustments like graduated rent, index base rent and other contractual details such as rent-free periods, etc.
  • The development of a rental contract is reflected by versions.
  • The actual data is acquired from the owner’s accounting system.

Holistic planning of lifecycle costs

For the operate phase, the operating costs (OpEx) and the investment costs (CapEx) can be planned and monitored against the actual data.

  • Differentiation between planned/target/actual costs (OpEx)

  • Monitoring the planned (year based) vs. target/actual (monthly based) OpEx

  • Structuring according to a freely configurable cost catalogue

  • Integration of cashflow from ongoing projects (CapEx)

  • The actual data is acquired from the owner’s accounting system.

Cost planning

For the operate phase, the operating costs (OpEx) and the investment costs (CapEx) can be planned and monitored against the actual data. Main functionality:

  • For monitoring, operation costs are managed in three time series: multi-year planning (yearly based), annual planning (target values, monthly based), actual values (monthly based).
  • Individual cost items are derived from detailed data such as maintenance contracts.
  • All data modifications are logged. Two logged data sets can be compared.
  • The actual data is acquired from the owner’s accounting system.
  • The OpEx are structured according to a freely configurable cost catalogue.
  • By integrating the cashflow from the current projects, the investment costs (CapEx) are integrated into an overall view of the asset costs.
  • The monitoring is made by comparing the planned/target/actual time series.
  • Multi-year OpEx planning can be made even in the project construction phase, in order to determine the expected lifecycle costs.
  • Cost catalogues can be created and managed on a customer-specific basis according to different asset classes (residential, civil buildings, infrastructure, etc.).

Easy management of the vendor contracts  – coming soon –

When planning OpEx, vendor contracts can be managed, in order to automatically calculate individual items from the OpEx plan.

  • Vendor contracts consist of master data and the individual service items

  • Data exchange via an interface is possible

  • The actual data is acquired from the owner’s accounting system.

Vendor contracts

The vendor contracts for maintenance and operation support the items from the planning of the operating costs:

  • Each contract consists of master data and the individual contract positions.
  • If required, the contract items can be assigned to the asset accounts in the accounting system, in order to exchange data via an interface.
  • The actual data is acquired from the owner’s accounting system.

Display cashflow quickly and easily

The cashflow is calculated from revenues and operating costs, including costs from projects (lifecycle view)

  • The cashflow data is the basis for the various profitability calculations

  • Monitoring the multi-year planning vs. annual target/actual planning

Cashflow

The cashflow is calculated from revenues and operating costs, including costs from projects.

  • For monitoring, revenues and operation costs are managed in three time series: multi-year planning (yearly based), annual planning (target values, monthly based), actual values (monthly based).
  • The cashflow data form the foundation for the various profitability calculations and their ratios.

Intuitive, concise dashboards

Dashboards support management and monitoring at different levels.

  • Dashboard with essential key performance indicators

  • Topic-related dashboards for revenues, operation costs, ongoing construction works and much more

Dashboards

Dashboards support management and monitoring at different levels.

The key performance indicators for various topics are combined in a central dashboard. In addition, there are topic-related dashboards; for instance, for revenues, operation costs, ongoing construction works and much more.

Manage complex construction projects easily?

PrometriQ makes it possible! The PIM area gives you the necessary functionality over all phases of your project.

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