Bulk Assign Budget Items

To assign many Components as Items to a Budget Bucket, you must have navigated to the desired Budget Bucket, and have selected the parent Assets of the Components you want to assign. See Selecting Items for detailed instructions on doing this.

To assign Components as Items to a Budget Bucket, follow these steps:

1. Make a selection of multiple Assets from the map using the above-mentioned methods. You will know that you have a multiple selected Assets when they are highlighted in blue on the map, and a list of Assets are displayed in the right-hand Info Panel.

2. Once multiple Assets are selected, you will see an option to ‘Bulk Assign’ at the top of the Info Panel. Click on this option.

   

3. A dialog window will appear with some options for refinement of the selected Assets. For each unique Asset Classification, you will be offered a choice to ‘Include’ or ‘Exclude’ the one or more Component Groups within that classification. By default, all Component Groups are marked as ‘Excluded’ - that is, nothing will be assigned by default. To ‘Include’ a Component Group, click on that Component Group tile. The tile will change colour. To ‘Exclude’ it, simply click on it again and the tile will revert to no colour.

   Example

   Your selection may contain Sewer Reticulation Mains and several Local Sealed Roads. In this case, you may see the following options (represented by gridded tiles):

   • Sewer > Reticulation > Mains > Gravity
     • Pipe
     • Manhole
   • Transportation > Roads > Local Road > Sealed
     • Earthworks
     • Pavement
     • Surface

   In the above, you could elect to Assign just the Sewer Manhole Components (by ‘Including’ the Manhole Component Group), or you could Assign all Sealed Road Components (by ‘Including’ the Earthworks, Pavement and Surface Component Groups).

4. Once you have marked items to be ‘Included’ for assignment by clicking on their Component Group tile, you can then click the ‘Add Filtered Component Types’ button at the bottom of the dialog window.

The Components have now been assigned to the Budget Bucket as independent Items. Each will be configured automatically with a default budgeted treatment method, and if this treatment method amounts to a cost, the Buckets Allocation gauge will react accordingly.

Further to the above, any assigned Component Items will appear with an orange halo around their map feature in the map window.