Custom building benchmarks

Custom building benchmarks give you an additional method for grouping and ranking your buildings. This is a licensed feature.

For example, you can add a building level benchmark for occupancy or class enrollment to compare cost and use performance across buildings.

Configure custom benchmarks in the Buildings and Meters module menu. Custom building benchmarks use calendarized data for reporting.

buildings and meters module menu

Steps to create and use custom benchmarks

Create a custom benchmark

In the Buildings and Meters module menu, select Custom Benchmarks. You can add up to three custom benchmarks.

  1. Enter a name for your benchmark.
  2. Choose a benchmark type.

Set the values for the custom benchmark

On the building's Properties tab you can enter the values or you can update values for many buildings at one time with a spreadsheet.

This example is for one building.

  1. Enter the value.
  2. Enter the effective month.
  3. Enter the effective year.

edit benchmarks example

Now that your custom building benchmarks are created and populated, create a group to view the building data in the Groups and Benchmarks module.

Create the group as normal

In the Groups and Benchmarks module:

  1. Create the group.
  2. Add a descriptive name, select a category, and choose the type of group. To use custom building benchmarks, choose Automatic and set the filters.

edit building group example

View the group in Groups and Benchmarks module

After your group is created you can view the group in the Groups and Benchmarks module

Open the category you created and click on the group to view details.

New group is also a filter 

This group is now available as a building group filter in dashboards, reports, and bill lists.

example of how a group is a filter

Building calculations versus organizational calculations

Building with a single benchmark entered

A school with $1,000 of utility cost per month with enrollment of 100 students for September 2018 to present.

Month Cost # Students Cost per Student
Jan 2019 $1,000 100 $10.00
Feb 2019 $1,000 100 $10.00
Mar 2019 $1,000 100 $10.00
....      
Dec 2019 $1,000 100 $10.00
      $120.00 

Building with multiple benchmarks entered

A school with $1,000 of utility costs per month with enrollment that changes with the new school year. 

Month Cost # Students Cost per Student
Jan 2020 $1,000 100 $10.00
Feb 2020 $1,000 100 $10.00
Mar 2020 $1,000 100 $10.00
April 2020 $1,000 100 $10.00
May 2020 $1,000 100 $10.00
Jun 2020 $1,000 100 $10.00
Jul 2020 $1,000 100 $10.00
Aug 2020 $1,000 100 $10.00
Sep 2020 $1,000 112 $8.93
Oct 2020 $1,000 112 $8.93
Nov 2020 $1,000 112 $8.93
Dec 2020 $1,000 112 $8.93
      $115.71

 

Organization with multiple buildings and values

The calculation used for multiple buildings with multiple custom building benchmarks is different.

This calculation uses only the most recently entered benchmark data.

Building Month Cost # Students Cost per Student

School 1

Jan-20 $1,000 100 $10.00
School 2 Jan-20 $2,000 150 $13.33

School 1

Feb-20 $1,000 100 $10.00
School 2 Feb-20 $2,000 150 $13.33

School 1

Mar-20 $1,000 100 $10.00
School 2 Mar-20 $2,000 150 $13.33

School 1

Apr-20 $1,000 100 $10.00
School 2 Apr-20 $2,000 150 $13.33

School 1

May-20 $1,000 100 $10.00
School 2 May-20 $2,000 150 $13.33

School 1

Jun-20 $1,000 100 $10.00
School 2 Jun-20 $2,000 150 $13.33

School 1

Jul-20 $1,000 100 $10.00
School 2 Jul-20 $2,000 150 $13.33

School 1

Aug-20 $1,000 100 $10.00
School 2 Aug-20 $2,000 150 $13.33

School 1

Sep-20 $1,000 112 $8.93
School 2 Sep-20 $2,000 175 $11.43

School 1

Oct-20 $1,000 112 $8.93
School 2 Oct-2 $2,000 175 $11.43

School 1

Nov-20 $1,000 112 $8.93
School 2 Nov-20 $2,000 175 $11.43

School 1

Dec-20 $1,000 112 $8.93
School 2 Dec-20 $2,000

175

$11.43
    $36,000    

The cost per student for the organization for School 1 and School 2 from Jan 2020 through Dec 2020 is $125.44. 

$36,000/(112 + 175) = $125.44

If you populate your benchmarks into the future, this method uses the most recently entered benchmark rather than the last benchmark for the selected Billing Period Range.

Reports that use custom benchmarks

Custom building benchmarks are available in Reports 2 and 22.

Dashboard content that uses custom benchmarks

Bar Rank and Trend Chart widgets let you choose the custom building benchmark.

Permissions

To create custom building benchmarks for the entire database requires the Manage permission for Application Administration: Application Settings.

Any user with the Edit permission for Facilities: Building and Organizations can update custom building benchmark data.