Create a cost allocation formula to distribute an invoice line item across multiple buildings during operating cost allocation. The costs are allocated in proportion to the building floor areas.
Procedure in the FM Portal
Path to the starting point: System Control - Property Management - Operating Cost Settlement - OC Settlement Profiles - Cost Distribution Formula - Building Groups
Click New... in the list's toolbar. An empty form opens.
Enter the year and the name of the cost allocation formula.
Click Save in the toolbar.
Click New... in the Buildings section. A blank form opens.
Select the building you want to assign to this distribution formula.
Click Save in the toolbar.
If you want to assign additional buildings to the allocation formula, return to the Building Groups record and repeat steps 3–6.
Partial services/invoice items can now be allocated to this distribution formula.
See also: