The Browse Query window consolidates the Browse window options in one place. The window is made up of four Tabs:
- Cyclic Renewal Program
- Work Element
- Audit
- Deferred Work Order
Select the desired Tab to query data based on the desired topic. Similar to other WebTMA Browse windows, using the Capital Planning Browse window results in a more comprehensive search than using the Browse Tab on the related window.
If you select Audit or Deferred Work Order, the window includes a button to Push the selected records into the Work Element table. This functionality is similar to the Transactions > Request > Batch Validation window.
How to Select Browse Criteria
Path > Transactions > Capital Planning > Capital Planning Browse
Similar to the WebTMA Material Browse module, the Browse Query window displays five Tabs. Set your search criteria on this window to generate a browse list.
- Click the desired Tab.
- Select the search criteria on the Tab of your choice.
- Click the Browse button on the window to start the search and close the Browse Query
When the search is complete, the records that match your criteria are displayed.
Cyclic Renewal Program Browse Query
Path: Transactions > Capital Planning > Capital Planning Browse / Cyclic Renewal Program Tab
Use the Cyclic Renewal Program Browse to review Renewal Program records.
You can enter UniFormat element fields in a valid level 2, 3, or 4 without providing the parent level. Once a UniFormat level is selected, the parent record automatically populates. If you select a Level 1 (or 2, or 3), the subsequent fields are filtered by the parent selection.
Work Element Browse Query
Path: Transactions > Capital Planning > Capital Planning Browse / Work Element Tab
Click the Work Element Tab on the Browse Query window to select the criteria for filtering Work Elements for review. Create a query using any combination of the options shown on the window.
Sample queries include:
- Work Elements by select type for a select facility or building during a given period of time and either Funded or Unfunded.
- Work Elements by a select type for a select building for several select UniFormat Level I Categories within a selected date range from a selected Date field.
You can enter UniFormat element fields in a valid level 2, 3, or 4 without providing the parent level. Once a UniFormat level is selected, the parent record automatically populates. If you select a Level 1 (or 2, or 3), the subsequent fields are filtered by the parent selection.
Work Element Browse Options
Path: Transactions > Capital Planning > Capital Planning Browse
A large Work Element Browse list can be reorganized for easy review of the content by using the Sort button. In addition to sorting the columns, you can:
- Select a line and click Zoom to Highlighted to open the Work Element record
- Select lines and click Print Selected to print select Work Element items
- Select lines or simply click the Export button to send some or all Work Element lines to an Excel spreadsheet
If you want to set new criteria, click the New Selection link at the top of the grid. This opens the Browse Query window where you can change the desired selections.
Audit Browse Query
Path: Transactions > Capital Planning > Capital Planning Browse / Audit Tab
Follow the menu path to open the Audit Tab on the Browse Query window to select the criteria for filtering Audits for review. Create a query using any combination of the options shown on the window.
For example, Audits by Audit Type for selected item types or items during a given period of time with a particular Priority.
Audit Browse Window
Path: Transactions > Capital Planning > Capital Planning Browse / Audit Tab
A large Audit Browse list can be reorganized for easy review of the content by using the Sort button. In addition to sorting the columns, you can:
- Select a line and click Zoom to Selected to open the Audit record
- Select lines or simply click the Export button to send some or all Audit lines to an Excel spreadsheet
- Select lines and click Print Selected to print selected Audit items
- Select a line and click Create Work Element to create a Work Element record for the audit item
- Select a line and click Create Request to convert a Capital Audit item to a WebTMA Request
If you want to set new criteria, click the New Selection link at the top of the grid. This opens the Browse Query / Audit Tab where you can change the desired selections.
Deferred Work Order Browse Query
Path: Transactions > Capital Planning > Capital Planning Browse / Deferred Work Order Tab
Follow the menu path to open the Browse Query window and click the Deferred Work Order Tab to select the criteria for filtering work orders for review. Create a query using any combination of the options shown on the window.
Examples: Work Order Type for selected item types or items during a given period of time for a particular Repair Center.
Deferred Work Order Browse Window
Path: Transactions > Capital Planning > Capital Planning Browse / Deferred Work Order
A large Deferred Work Order Browse list can be reorganized for easy review of the content by using the Sort button. In addition to sorting the columns, you can:
- Select a line and click Zoom to Selected to open the work order record
- Select lines and click Print Selected to print selected Audit items
- Select lines or simply click the Export button to send some or all Audit lines to an Excel spreadsheet
- Select a line and click Create Work Element to create a Work Element record for the audit item
- Select a line and click the Dismiss Selected button to remove the deferred flag, i.e., remove it from the project data, and select a new status for the work order
If you want to set new criteria, click the New Selection link at the top of the grid. This opens the Browse Query / Deferred Work Order Tab where you can change the desired selections.
Capital Planning Browse Action Menu
To see graphs and totals that apply to the data displayed on the Capital Planning Browse window, click one of the links on the Action Menu.
Renewal Program Graph (Action Menu)
Path: Transactions > Capital Planning > Capital Planning Browse – Renewal Program Graph on Action Menu
Click the Renewal Program Graph link on the Browse Action Menu. The graph shows the annual projected cost of replacing items grouped by UniFormat Level I.
Element Totals (Action Menu)
Path: Transactions > Capital Planning > Capital Planning Browse – Element Totals on Action Menu
Click the Element Totals link on the Action Menu to filter Work Elements using a Capital Setups record and/or a Work Element Type (i.e., Deferred Maintenance, Facility Improvement, etc.).
The window summarizes those Work Elements into UniFormat Level I categories and displays the following information:
- condition of the category
- dollars needed (Cost Estimates)
- percent that category represents of the total costs
- available dollars
- funded dollars
- balance not yet allocated
The data displayed is for ALL Facilities linked to the Capital Setups record selected. If you didn’t select a Capital Setups record, the data reflects ALL Capital Setups records.
The Goal field is read-only and is pulled from the selected Capital Setups record. It is a rough funding goal for the selected organization (represented by the Capital Setups record (information only). It represents that organization's funding goal for the current budget cycle.
Building Totals (Action Item)
Path: Transactions > Capital Planning > Capital Planning Browse – Building Totals on Action Menu
Click the Building Totals link on the Capital Planning Browse Action Menu to see a list of Buildings where the Work Elements have been filtered by either All Work Elements or a selected Work Element Type and/or Capital Setups record to display the following:
- condition of each building
- funds needed
- % of the total estimate cost
- available, funded, and balance of dollars
Work Element Graph (Action Item)
Path: Transactions > Capital Planning > Capital Planning Browse – Work Element Graph on Action Menu
Click the Work Element Graph link to display a graph of Work Element costs, filtered by Setup, UniFormat™ Level I, selected Facility and/or selected Building. The Y-Axis displays Funds Required or Cost Estimates, the X-Axis correlates to the four tabs that can be selected at the bottom of the grid.
The X-Axis is the different Justifications (by Code), the Y-Asix shows the amount.
Four different views of the Graph can be selected using the Subtabs at the bottom:
Justification View – Uses Justification value assigned to each Work Element
UniFormat 1 View – Uses the Uniformat code assigned to each Work Element but filters by Level I
Uniformat 2 View – Uses theUniFormat™ code assigned to each Work Element but filters by Level II
WE Type View – Uses the Work Element Type assigned to each Work Element and summarizes costs by Work Element Type.