Budget planning from diagnostic results

How to automatically create a budget proposal with actions and an annual plan based on a building assessment.

What does the budget generation feature do?

After evaluating all diagnostic elements, you can transfer the results directly into a budget project.

The system automatically creates:

• A budget project with all master data from the assessment

• Budget items for each evaluated element

• Annual budgets based on the calculated replacement years

Advantage: Multi-year investment planning that can be further processed directly in Budget Management.

Process: From diagnosis to budget

Step 1: Complete the diagnosis

Prerequisites:

• Geometric coefficients recorded

• All elements evaluated

Step 2: Generate budget

Menu bar → Create Budget Project

The system creates:

A) Budget project

• Number: Diagnosis code

• Name: "Code - Description"

• Building: From diagnosis

• Status: Planned (fixed)

• Type: Maintenance (fixed)

• Maximum Budget: Total of all costs

B) Budget items

For each item with costs > €0:

• Name: "[Element type]: [Action]"

• Budget: Cost in €

• Status: Planned (fixed)

C) Annual budgets

For each item, an entry with:

• Budget year = (Replacement year Min + Replacement year Max) / 2

• Budget: Costs in €

Example budget year:

• Min: 2028, Max: 2032

• Budget year = (2028 + 2032) / 2 = 2030

Step 3: Review budget

1. Refresh form (F5)

2. Check {Budget Management} info area

3. Open budget project

4. Check items and annual distribution

Example

Diagnosis for a building

Total: €270,000

Generated budget project

Project:

• Number: DIAG-2026-001

• Name: DIAG-2026-001 - Musterstraße Apartment Building

• Status: Planned

• Type: Maintenance

• Start: 2025 (earliest year)

• End: 2050 (latest year)

• Budget: €270,000

5 budget items:

Annual overview:

• 2026: €120,000 (heating)

• 2027: €85,000 (roof)

• 2030: €45,000 (facade)

• 2038: €12,000 (stairs)

• 2048: €8,000 (Foundation)

Prioritization

After generation, you can adjust the order:

By availability

Budget only for 2026–2030?

• Postpone later measures

• Prioritize early measures

Funding available?

• Bring forward relevant measures

• Note the application period

Combine measures

Example: Facade renovation

• Item 1: Facade – Exterior plaster (€45,000)

• Item 2: Windows – Replacement (€38,000)

• Combined: "Complete facade" (€83,000)

• Advantage: Scaffolding needed only once, better tender

Shift annual budgets

Smoothing cash flow:

Problem: 2027 = €205,000 (roof + heating), but only €120,000 available

Solution:

1. Open the "Roof" budget line item

2. Move the annual budget from 2027 to 2028

3. Check new allocation

Result:

• 2027: €120,000 (Heating)

• 2028: €85,000 (roof)

Reports

Final Building Diagnosis Report

Menu bar → Final Building Diagnosis Report

Includes an annual overview at the end with costs per year:

Benefits: Preview before budget creation, documentation afterward

Master list

Reports → Master List of Building Assessments and Budgets

Displays:

• Diagnosis Code

• Building

• Linked Budget Project

• Totals for annual periods

Benefits: Portfolio overview across multiple buildings

Summary

Process:

1. Evaluate diagnosis completely

2. Click to create budget project

3. Review and adjust the budget

The budget includes:

• Project with total amount

• Items per element

• Annual distribution (calculated automatically)

Important:

• Status/Type are fixed: "Planned" / "Maintenance"

• Budget year = average of Min/Max

• No automatic synchronization

• Manually adjust prioritization and scheduling