The complete building assessment process in eTASK – from preparation to budgeting.
Prerequisites
Access to the eTASK installation
"Building Diagnosis" module licensed
Member of the rights group:
FM Portal (Edit) to create buildings
FM Portal (Administration) to maintain coefficients
Building Diagnosis (Edit) to create a diagnosis.
Step 1: Prepare master data
Goal: Elements, codes, and profiles are available.
Procedure:
Download the "Building Diagnosis Master Data" plug-in from the Customer Center
Install the plug-in
Check data
For details, see 📄 Diagnoseelemente und Profile IC12555
Step 2: Create a building
Goal: Building recorded in eTASK.
If not available:
Navigate to Portfolio (BIM) → Property Register → Buildings
Click New
Enter: Location, Building Number, Name, Cost Center, Address
Save
Step 3: Create Diagnosis
Goal: New diagnosis created with diagnosis profile.
Technical Building Management - Building Diagnosis - Building Diagnosis
Enter:
Code (e.g., "GB01")
Description (e.g., "Building PM-001")
Diagnosis type (e.g., "ED | Initial diagnosis")
Date
Building
Diagnostic profile (e.g., "Office building") – determines the elements
Client, Contractor, Administrator, Diagnostician
Optional: Difficulty level, construction cost index
Save
Important: The diagnostic profile determines which elements appear in the data entry grid.
Step 4: Create geometric coefficients
Goal: ALL required building metrics are stored.
Procedure:
Open the building diagnosis
Use the “Add Key Figures” action in the Tools menu. Missing geometric coefficients for the building will be created.
Use the “Check Key Figures” info area to add missing values.
If a value is missing, e.g., residential units, enter 0.
Tip: All indicators should be green, or at least yellow.
Important: All coefficients must be fully entered for the calculation to work correctly.
For details, see 📄 Geometrische Koeffizienten IC12558
Step 5: Perform the diagnosis
Goal: All elements evaluated.
After saving: The “Go to Wizard” button in the menu bar opens the input wizard
Interface:
All elements from the diagnostic profile are already present
Grouped by element area (e.g., "A | Exterior / Facade (7)", "B | Basement, Lower Level (10)")
Hierarchical structure: Element → Element type
Rate elements:
Select a row
Select element type
Select
repair code Select from the procedure’s options. “a” Rating → best condition / “d” Rating → worst conditionOptionally adjust factor
If multiple element types with different ratings exist for the elementOptionally enter a comment
Notes on special cases or urgent need for action.
Notes: If multiple different types or repair codes need to be recorded for an element, you can duplicate a single row. In this case, ensure the correct factor is used so that all rows for the element add up to 1.
Example:
A.02 Structural framework
90% A.02.2 Concrete structure in the main building
10% A.02.1 Masonry with wooden beam ceiling in the annex
Step 6: Review the diagnosis
Goal: Diagnosis is complete and plausible.
Check:
Have all relevant elements been evaluated?
Are the codes set correctly?
Are the coefficients plausible?
Are the factors correct?
Are the calculated costs realistic?
Step 7: Create a budget
Goal: Budget project created.
Open Diagnosis
Use the “Create Budget Project” button
The system automatically creates:
Budget project with all master data
Items per element
Annual distribution by replacement years
Open and review the budget project
Adjust years/costs, prioritize measures
For details, see 📄 Budgetplanung aus Diagnoseergebnissen IC12556
Summary
After completing these 7 steps, you will have:
A complete building assessment with evaluated elements
Calculated repair costs in € per element
Replacement years for each measure (min/max)
A budget plan with multi-year investment planning
A basis for prioritization and decision-making
The assessment can be repeated regularly, and new budgets can be created.