Item Level Spending Summary
The Item Level Spend Summary provides users with an overview of how the combination of Capital Spends (Global and/or Linked) and Capitalisation Shares breakdown against the Budget Bucket Items within their project. The following information is provided, per Budget Bucket Item:
- Component - This is the Metrix Record ID (component ID) of the Budget Bucket Item.
- Issues - This is a flag to indicate whether any issues are anticipated in regard to applying capitalisation transactions to the underlying Component. See Capitalisation Issues for more information.
- Value - This is the total value of the Capital Spends (Global and/or Linked) that are calculated as associated with the Budget Bucket Item. This has been weighted by the Item’s Cost Units value.
- Renewal Share - This is the amount of the Value that will be directed to a Renewal Transaction Type during final capitalisation.
- Upgrade Share - This is the amount of the Value that will be directed to an Upgrade Transaction Type during final capitalisation.
- New Share - This is the amount of the Value that will be directed to a New Transaction Type during final capitalisation.
The above information can be very useful in assessing the general outcome of a pending capitalisation process.
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The above summary does NOT provide comment on any Disposal that may be associated with the eventual capitalisation of the Capital Spends. Disposals are considered when the Capitalisation Shares include Renewals, and are assessed on an Item by Item basis during transaction generation. See Capitalisation Transactions for more information.