IBM TRIRIGA 10 Workplace Performance … % Portfolio Leased ... Workplace Performance Management embeds these objectives directly into the system to automatically measure and manage

IBM TRIRIGA Version 10.3.2

Workplace Performance Management User Guide

Note Before using this information and the product it supports, read the information in “Notices” on page 360.

This edition applies to version 10, release 3, modification 2 of IBM® TRIRIGA® and to all subsequent releases and modifications until otherwise indicated in new editions.

© Copyright International Business Machines Corporation 2011, 2013. All rights reserved.

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Contents

ABOUT THIS GUIDE ............................................................................................................ 1

Intended Audience .............................................................................................................................................................. 1

Prerequisites ........................................................................................................................................................................ 1

Support ................................................................................................................................................................................ 1

1. PERFORMANCE MANAGEMENT .............................................................................. 2

Features & Key Benefits .................................................................................................................................................... 3

Definitions ........................................................................................................................................................................... 3

IWMS Balanced Scorecard .............................................................................................................................................. 4

Metrics & Key Performance Indicators (KPI) .................................................................................................................. 4

Common Business Terminology ...................................................................................................................................... 5

2. METRIC COMPONENTS............................................................................................. 6

Accessing the Performance Metrics .................................................................................................................................. 6

Primary Components ......................................................................................................................................................... 7

Metric Components .......................................................................................................................................................... 7

Using the Metric Scorecard Panel ..................................................................................................................................... 7

Using the Metric Chart Panel ............................................................................................................................................ 8

Using the Related Reports Tab & Data Tab .................................................................................................................. 10

3. METRIC CHART TYPES ........................................................................................... 11

Metric Chart Types & Templates ................................................................................................................................... 12

Metric Chart Thresholds ................................................................................................................................................. 15

Viewing Metric Chart Thresholds .................................................................................................................................. 15

Metric Queries .................................................................................................................................................................. 16

Value-Based Metric Query ............................................................................................................................................. 17

Score-Based Metric Query ............................................................................................................................................. 17

Time-Trend Metric Query .............................................................................................................................................. 17

4. APPENDICES ............................................................................................................ 18

5. APPENDIX A – METRIC SUMMARY LISTS ............................................................. 19

Metric ID and Metric Query ........................................................................................................................................... 19

Metric ID and Product Role ............................................................................................................................................ 27

Metric ID and Related Reports ....................................................................................................................................... 44

Related Report ID and Metric ID ................................................................................................................................... 56

6. APPENDIX B – USER ROLES AND PORTALS ....................................................... 64

Home Portals ..................................................................................................................................................................... 64

Enterprise Roles and Portals ........................................................................................................................................... 64

Workplace Executive ...................................................................................................................................................... 65

Finance Executive .......................................................................................................................................................... 67

Business Unit Manager ................................................................................................................................................... 70

Environmental Roles and Portals ................................................................................................................................... 73

Environmental Manager/Planner .................................................................................................................................... 74

Operations Roles and Portals .......................................................................................................................................... 77

Operations Executive ...................................................................................................................................................... 77

Facility Assessment Manager/Planner ............................................................................................................................ 82

Contact Center Manager ................................................................................................................................................. 84

Contract/Purchasing Manager ........................................................................................................................................ 85

Service Manager ............................................................................................................................................................. 87

Service Technician ......................................................................................................................................................... 90

Facilities Roles and Portals .............................................................................................................................................. 92

Facilities Executive ........................................................................................................................................................ 92

Space Manager/Planner .................................................................................................................................................. 95

Move Manager/Planner .................................................................................................................................................. 98

Real Estate Roles and Portals ........................................................................................................................................ 100

Real Estate Executive ................................................................................................................................................... 101

Real Estate Contract Manager ...................................................................................................................................... 104

Real Estate Transaction Manager ................................................................................................................................. 106

Projects Roles and Portals ............................................................................................................................................. 108

Project Executive .......................................................................................................................................................... 109

Program Manager ......................................................................................................................................................... 111

Project Manager............................................................................................................................................................ 113

Project Container (in Project Context View) ................................................................................................................ 115

7. APPENDIX C – METRICS ....................................................................................... 118

Metric Categories ........................................................................................................................................................... 118

Metric Details .................................................................................................................................................................. 119

% On-time Delivery – My Projects .............................................................................................................................. 119

% On-time Delivery – My Tasks .................................................................................................................................. 120

% On-time Delivery – Real Estate Projects .................................................................................................................. 122

% On-time Payments - My Real Estate Contracts ........................................................................................................ 123

% Portfolio Leased ....................................................................................................................................................... 125

% Savings from Audits ................................................................................................................................................. 126

Area per Person – RE Contracts ................................................................................................................................... 128

Average Days Outstanding ........................................................................................................................................... 129

Average Overall Transaction Score .............................................................................................................................. 131

Average Overall Transaction Score – My Projects....................................................................................................... 132

Callback Index .............................................................................................................................................................. 134

Capital Cost (Actual vs. Budget) .................................................................................................................................. 136

Capital Cost (Budget vs. Actual vs. Forecast) .............................................................................................................. 138

Capital Renewal Index ................................................................................................................................................. 139

Change Orders to Budget ............................................................................................................................................. 141

Change Orders to Contract ........................................................................................................................................... 142

Churn Rate (%) ............................................................................................................................................................. 144

Condition Index ............................................................................................................................................................ 145

Contact Center Efficiency ............................................................................................................................................ 147

Contract On-Time Completion Rate ............................................................................................................................. 149

Cost of Operations ($/area) ........................................................................................................................................... 150

Cost of Operations ($/person) ....................................................................................................................................... 152

Cost of Operations (by Service Type) .......................................................................................................................... 154

Cost per Area (Leased) – RE Contracts ........................................................................................................................ 155

Cost per Area (Owned) – RE Contracts ....................................................................................................................... 157

Cost per Person – RE Contracts ................................................................................................................................... 158

Cost per Seat – RE Contracts ....................................................................................................................................... 160

Current Budget to Forecast ........................................................................................................................................... 161

Custodial-Housekeeping Costs / Area ($/area) ............................................................................................................. 163

Customer Satisfaction - Facilities ................................................................................................................................. 165

Density (area/person) .................................................................................................................................................... 166

Density (area/workpoint) .............................................................................................................................................. 168

Emergency Task Cost Ratio ......................................................................................................................................... 170

Emissions (Carbon) (US Tons CO2) ............................................................................................................................ 172

Emissions (Carbon) Intensity (lbs CO2 / GSF) ............................................................................................................ 173

Emissions (Carbon) Intensity per Occupant (tons CO2) .............................................................................................. 175

Emissions to Air (lbs-mass) .......................................................................................................................................... 178

Emissions to Air Intensity (kilograms / GSF) .............................................................................................................. 179

Energy Cost (USD) ....................................................................................................................................................... 182

Energy Cost (USD) ....................................................................................................................................................... 183

Energy Cost Ratio (%) .................................................................................................................................................. 185

Energy Use ................................................................................................................................................................... 187

Energy Use ................................................................................................................................................................... 188

Energy Use by Cooling Degree Day (kilowatt-hours) .................................................................................................. 190

Energy Use by Degree Day Total (kilowatt-hours / degree days) ................................................................................ 192

Energy Use by Heating Degree Day (kilowatt-hours) .................................................................................................. 194

Energy Use Intensity (kilowatt hours / GSF)................................................................................................................ 196

Energy Use Intensity (megajoules / GSF) .................................................................................................................... 198

Energy Use Intensity per Occupant (kilowatt-hours / occupant) .................................................................................. 200

Energy Use Intensity per Occupant (megajoules / occupant) ....................................................................................... 202

Environmental Checklist Rating (%) ............................................................................................................................ 204

Environmental Evaluation Survey (%) ......................................................................................................................... 206

Environmental Opportunity Analysis ........................................................................................................................... 209

Environmental Project Efficiency Ratio (USD / Tons CO2) ........................................................................................ 211

Facility Operating Current Replacement Value (CRV) Index ...................................................................................... 212

Green Condition Index ................................................................................................................................................. 215

Implementation Plan Savings Progress ........................................................................................................................ 217

Income per Area (AR Leases) ...................................................................................................................................... 218

Maintenance Costs / Area ($/area) ............................................................................................................................... 220

Maintenance Costs / Area Maintained .......................................................................................................................... 221

Mobility Space Rate (%) .............................................................................................................................................. 223

Mobility Worker Rate (%) ............................................................................................................................................ 225

Move Cost ($/area) ....................................................................................................................................................... 227

Move Cost ($/Person Moved) ....................................................................................................................................... 228

My Average Transaction Cycle Time ........................................................................................................................... 230

My On-target Service Costs ......................................................................................................................................... 231

My On-Time Service Responsiveness (turn-around time) ........................................................................................... 233

My Overall Customer Satisfaction - Operations ........................................................................................................... 235

My Project Budget ........................................................................................................................................................ 237

My Service Time Utilization ........................................................................................................................................ 238

New Construction Cost / Area ...................................................................................................................................... 240

Occupancy Rate (%) ..................................................................................................................................................... 242

On-target Service Costs ................................................................................................................................................ 243

On-Time Service Responsiveness (turn-around time) .................................................................................................. 245

Operating Cost (Actual vs. Budget).............................................................................................................................. 247

Operating Cost (Budget vs. Actual vs. Forecast) .......................................................................................................... 249

Original Budget to Forecast .......................................................................................................................................... 250

Outsource Ratio ............................................................................................................................................................ 252

Overall Customer Satisfaction – All Workplace Organizations ................................................................................... 253

Overall Customer Satisfaction – Portfolio Managers ................................................................................................... 256

Overall Customer Satisfaction – Preferred Providers ................................................................................................... 257

Overall Customer Satisfaction – Preferred Providers – My Projects ............................................................................ 259

Overtime Utilization Rate ............................................................................................................................................. 260

Percent Projects over Budget ........................................................................................................................................ 262

Percent Projects over Schedule ..................................................................................................................................... 263

Percent RFI Overdue .................................................................................................................................................... 265

Preventive Maintenance Task Completion Ratio ......................................................................................................... 266

Preventive Maintenance to Repair Maintenance Cost Ratio ........................................................................................ 268

Project On-Time Completion Rate ............................................................................................................................... 270

Project Schedule Variance ............................................................................................................................................ 272

Real Estate Contract Utilization – Space Use Agreement ............................................................................................ 273

Renewable Energy Ratio (%) ....................................................................................................................................... 275

Renewable Energy Ratio (%) ....................................................................................................................................... 277

Renovation Cost / Area ................................................................................................................................................ 278

Revenue / Carbon Emissions (USD / Tons CO2) ......................................................................................................... 280

Revenue Weeks to Target ............................................................................................................................................. 282

RFI Response Time ...................................................................................................................................................... 283

Seat Occupancy % – RE Contracts ............................................................................................................................... 284

Seats per Person – RE Contracts .................................................................................................................................. 286

Security Costs / Area Maintained ................................................................................................................................. 288

Service Task Cost ......................................................................................................................................................... 289

Service Task Volume ................................................................................................................................................... 291

Service Time Utilization ............................................................................................................................................... 292

Services Customer Satisfaction - Operations................................................................................................................ 294

Solid Waste ................................................................................................................................................................... 296

Solid Waste ................................................................................................................................................................... 297

Solid Waste Recovery (%) ........................................................................................................................................... 299

Solid Waste Recovery (%) ........................................................................................................................................... 301

Space Class Breakdown (%) ......................................................................................................................................... 303

Time Utilization Summary ........................................................................................................................................... 304

Total Cost of Operations ($) / Total Business Operating Expense ($) ......................................................................... 306

Total Cost of Operations / Carbon Emissions (USD / Tons CO2) ............................................................................... 308

Total Occupancy Cost (TCO) ($/area) ......................................................................................................................... 309

Total Occupancy Cost (TCO) ($/person) ..................................................................................................................... 311

Total Occupancy Cost (TCO) (by Service Type) ......................................................................................................... 313

Utilities Costs / Area ($/area) ....................................................................................................................................... 314

Vacancy Cost – RE Contracts ...................................................................................................................................... 316

Vacancy Rate – RE Contracts ...................................................................................................................................... 318

Water Use ..................................................................................................................................................................... 319

Water Use Intensity (CF / GSF) ................................................................................................................................... 321

Water Use Intensity per Occupant (CF) ....................................................................................................................... 323

Work Distribution Ratio ............................................................................................................................................... 325

Worker Utilization Rate (%) ......................................................................................................................................... 327

Workplace Total Cost of Operations ($) / Business Total Revenue ($) ....................................................................... 328

Workpoint Utilization Rate (%).................................................................................................................................... 330

8. APPENDIX D – RELATED REPORTS .................................................................... 332

% Implementation Plan Savings Progress by Geography ............................................................................................. 332

% On-time Completion (My Tasks) by Project Type ................................................................................................... 332

% On-time Completion (My Tasks) by Project ............................................................................................................ 333

% On-time Completion (My Tasks) by Task Type ...................................................................................................... 333

% On-time Delivery by Portfolio Manager .................................................................................................................. 333

% On-time Delivery by Project Type ........................................................................................................................... 334

% On-time Payment (My RE Contracts) by Organization ........................................................................................... 334

% On-time Payment (My RE Contracts) by Payment Type ......................................................................................... 334

% On-time Payment (My RE Contracts) by RE Contract Type ................................................................................... 335

% On-time Payment (My RE Contracts) by RE Contract ............................................................................................ 335

% Savings from Audits by RE Contract ....................................................................................................................... 335

Average Days Outstanding by Organization ................................................................................................................ 336

Average Days Outstanding by Payment Type .............................................................................................................. 336

Average Days Outstanding by RE Contract ................................................................................................................. 337

Building Summary – Imperial ...................................................................................................................................... 337

Building Summary – Metric ......................................................................................................................................... 337

Building Summary........................................................................................................................................................ 338

Change Orders to Budget ............................................................................................................................................. 338

Change Orders to Contract ........................................................................................................................................... 338

Checklist Items ............................................................................................................................................................. 339

Condition Indicators ..................................................................................................................................................... 339

Contact Center Communication ................................................................................................................................... 340

Contract On-Time Completion Rate ............................................................................................................................. 340

Cost Code Summary ..................................................................................................................................................... 340

Cost per Area - Leased ................................................................................................................................................. 341

Cost per Area - Owned ................................................................................................................................................. 341

Cost per Seat by Organization ...................................................................................................................................... 341

Cost per Seat by RE Contract Type .............................................................................................................................. 342

Current Budget to Forecast, Original Budget to Forecast ............................................................................................. 342

Move Log Summary ..................................................................................................................................................... 342

My Average Transaction Cycle Time by Project Type ................................................................................................ 343

My Project Budget ........................................................................................................................................................ 343

New Construction Cost ................................................................................................................................................. 344

Organization Financial Summary ................................................................................................................................. 344

Overall Customer Satisfaction by Portfolio Manager ................................................................................................... 344

Overall Customer Satisfaction by Preferred Provider .................................................................................................. 345

Overall Transaction Score by Portfolio Manager ......................................................................................................... 345

Percent Projects over Budget ........................................................................................................................................ 345

Percent Projects over Schedule ..................................................................................................................................... 346

Project On-Time Completion Rate ............................................................................................................................... 346

Project Schedule Variance ............................................................................................................................................ 346

Project Summary .......................................................................................................................................................... 347

RE Contract Headcount by Organization ..................................................................................................................... 347

RE Contract Headcount by RE Contract Type ............................................................................................................. 348

RE Contract Utilization – Space Use Agreements by Organization ............................................................................. 348

RE Contract Utilization – Space Use Agreements by RE Contract Type..................................................................... 349

RE Contract Vacancy by Organization ......................................................................................................................... 349

RE Contract Vacancy by RE Contract Type ................................................................................................................ 350

RE Costs by Organization ............................................................................................................................................ 350

RE Costs by RE Contract Type .................................................................................................................................... 350

Renovation Cost ........................................................................................................................................................... 351

Revenue Weeks to Target by Portfolio Manager .......................................................................................................... 351

RFI Response Time, Percent RFI Overdue .................................................................................................................. 352

Seat Occupancy % by Organization ............................................................................................................................. 352

Seat Occupancy % by RE Contract Type ..................................................................................................................... 353

Seats per Person by Organization ................................................................................................................................. 353

Seats per Person by RE Contract Type ......................................................................................................................... 353

Service Survey Listing ................................................................................................................................................. 354

Service Task Analysis by Building............................................................................................................................... 354

Service Task Analysis by Request Class ...................................................................................................................... 354

Service Task Cost Analysis by Building ...................................................................................................................... 355

Service Task Cost Analysis by Request Class .............................................................................................................. 355

Service Task Listing by Building ................................................................................................................................. 355

Service Task Listing by Responsible Org .................................................................................................................... 356

Space Capacity ............................................................................................................................................................. 356

Space Class Summary .................................................................................................................................................. 356

Time Card Summary .................................................................................................................................................... 357

Vacancy – Non-Allocated Space .................................................................................................................................. 357

Vacancy Cost by Organization ..................................................................................................................................... 357

Vacancy Cost by RE Contract Type ............................................................................................................................. 358

Worker Type Summary by Bldg/Floor ......................................................................................................................... 358

Worker Type Summary by Organization/Building....................................................................................................... 358

INDEX ............................................................................................................................... 359

NOTICES .......................................................................................................................... 360

Privacy Policy Considerations ....................................................................................................................................... 361

Trademarks ..................................................................................................................................................................... 362

© Copyright IBM Corporation 2011, 2013. 1

About This Guide This guide describes how a user interacts with the IBM® TRIRIGA® Workplace Performance Management applications and the reports and predefined metrics delivered with the Workplace Performance Management products. Information for application developers and application administrators about modifying and maintaining Workplace Performance Management can be found in the Application Building for the TRIRIGA Application Platform 3: Performance Framework guide and in the IBM TRIRIGA 10 Information Center at Administering IBM TRIRIGA.

Intended Audience This guide is for Workplace Executives, Business Managers, Facility Managers, Space Planners, Move Planners, Operations Executives, Service Managers, Facility Assessment Managers, Service Technicians, External Service Provider Managers, Project Executives, Project Managers, Project Team Members, Real Estate Executives, Real Estate Transaction (Portfolio) Managers, Real Estate Lease Administrators, Real Estate Project Team Members, Environmental Managers, Environmental Planners, and other users who are responsible for tying overall corporate strategy to the management of workplace operations and assets.

Prerequisites This guide assumes the reader has a basic understanding of the IBM TRIRIGA Application Platform and the fundamental concepts required to operate the Web-based IBM TRIRIGA system.

Support IBM Software Support provides assistance with product defects, answering FAQs, and performing rediscovery. View the IBM Software Support site at www.ibm.com/support.

http://www.ibm.com/support�


1. Performance Management IBM TRIRIGA Workplace Performance Management is a suite of analytical applications that provides the insights and tools for workplace executives to align, analyze, and act immediately to achieve workplace performance. Specifically built for operational and financial performance of workplace operations and assets, IBM TRIRIGA Workplace Performance Management can both drive and demonstrate impacts to the bottom line.

To achieve compelling results, organizations first need to develop appropriate objectives. IBM TRIRIGA Workplace Performance Management provides pre-defined key workplace performance indicators to turn business plans into measurable objectives, so that performance can be evaluated. IBM TRIRIGA Workplace Performance Management embeds these objectives directly into the system to automatically measure and manage workplace performance. Business objectives are cascaded and systematically communicated down and across business units to drive measurable actions. The net result: alignment of workplace operations with strategic objectives to drive business results.

Organizations cannot manage what they cannot measure. With IBM TRIRIGA Workplace Performance Management, organizations systematically measure actual workplace performance relative to internal targets and relative to industry benchmarks. This measurement capability provides the foundation to manage business performance.

IBM TRIRIGA Workplace Performance Management analyzes operations, detects exceptions, and confirms actions. IBM TRIRIGA Workplace Performance Management evaluates workplace performance across multiple dimensions and factors, quickly linking cause and effect. Further, IBM TRIRIGA Workplace Performance Management drills down into operational and financial information in order to determine root cause issues and identify specific actions to improve performance.

The specific, actionable insights gained from IBM TRIRIGA Workplace Performance Management enable organizations to realize benefits in multiple areas. For example, IBM TRIRIGA Workplace Performance Management can substantially improve workplace efficiency by reducing both cycle times and cost of operations, thus improving operational performance. IBM TRIRIGA Workplace Performance Management increases customer satisfaction through improved service delivery and enhances portfolio performance through increased workplace asset utilization and return on assets. The workplace productivity gained using IBM TRIRIGA Workplace Performance Management increases profitability and improves financial performance.

IBM TRIRIGA’s complete, fully integrated Integrated Workplace Management Systems (IWMS) product suite has common tools and database across operational applications for real estate, facilities, projects, and operations. IBM TRIRIGA Workplace Performance Management extends these unique capabilities with analytics fully integrated inside the IWMS suite. This provides the ability to access accurate, up-to-date information upon which to base decisions.

With this approach, key workplace performance indicators, actual results, targets, and thresholds all share the same database and information with the operational applications. Analytical functions are embedded into the IBM TRIRIGA workplace operations management business processes to automatically measure and report current performance and status. Further, analytical information and analysis drill paths provide access to operational data and transactions for management to take corrective action.


IBM TRIRIGA Workplace Performance Management provides workplace performance metrics developed through the real-world experience of IBM TRIRIGA’s market-leading customers, as well as from standards organizations and over 20 years of industry experience in measuring, managing, and benchmarking workplace performance. IBM TRIRIGA Workplace Performance Management includes:

Balanced scorecard with 36 metrics around the five key dimensions: financial performance, portfolio performance, operational performance, customer satisfaction, and environmental performance

117 pre-defined key performance indicators to improve customer, operational, portfolio, financial, and environmental performance

150 different reports and views to analyze and drill down and across to workplace operations data to link cause and effect

Robust analytical star schema data model of over 27 different Fact Tables across the IWMS product suite and 80 dimensions

IBM TRIRIGA Workplace Performance Management uses the proven IBM TRIRIGA 10 Web-based design tools to configure the analytical applications. This approach enables quick deployment, modification, and creation of new workplace performance management metrics, accelerating the realization of business value.

To enable organizations to quickly configure IBM TRIRIGA Workplace Performance Management and realize benefits immediately, IBM TRIRIGA pre-defined the analytics engine; the processes; the roles; the metrics; the reports and views; the ETL; and the schema. Further, any changes can be implemented easily with IBM TRIRIGA-supplied workflow tools, instead of having to code in a programming language.

Features & Key Benefits Among the benefits of Workplace Performance Management are the following:

Executive level value proposition Natural evolution of enterprise application classes Quantifies the value of services by workplace providers Correlates operational performance with financial return

In more specific system-level terms, the value and benefits of the IBM TRIRIGA Workplace Performance Management system include the following:

Manages the operational data against performance goals and presents real-time metrics of plan vs. actual with alerts of exception conditions.

Provides visibility into the total cost and performance of workplace management processes and resources across real estate, facilities, projects, and operations.

Aggregates and presents performance metrics (via the Performance Manager) based on your individual role and area of responsibility.

Visually indicates when a metric goes outside the normal operating range to the appropriate metric process owners based on areas of responsibility.

Definitions IBM TRIRIGA uses a number of key concepts to describe IBM TRIRIGA’s Workplace Performance Management portals and the IBM TRIRIGA Workplace Performance Management Performance Manager.


IWMS Balanced Scorecard The IWMS Balanced Scorecard delivers critical information at a glance using analytic queries, graphical symbols, and colors specific to a user’s role and area of responsibility in the company/agency. Scorecards track departmental/agency processes and projects and monitor the execution against defined strategic objectives at each level of the organization.

The IWMS Balanced Scorecard is delivered with five key areas of focus (Financial, Portfolio, Customer, Operational, and Environmental). All pre-defined metrics are grouped within these scorecard categories for ease of use and a balanced view of performance against objectives.

A Key Metrics portal section displays a user’s IWMS Balanced Scorecard directly on the Home Portal page. The Key Metrics portal section displays a one-line summary for each Key Metric, providing information about the current capture period results, the pre-defined target, and a visual indicator (red, yellow, green) on performance against target. This provides an – at a glance – view of current performance, quickly identifying focus areas.

Metrics & Key Performance Indicators (KPI) Metrics are often called key performance indicators (KPIs). IBM TRIRIGA’s IWMS Balanced Scorecards are comprised almost entirely of metrics, which collectively embody the corporate strategy tailored to each individual in the organization by role and level.

IBM TRIRIGA’s Workplace Performance Management metrics include performance targets so organizations can chart progress toward goals. The targets reflect desired end states (for example, facilities cost/person by end of year) as well as interim targets for reaching those end-state goals (for example, monthly targets that factor toward the overall goal). Most metrics have minimum and maximum targets or thresholds that define an acceptable range of performance for interim and end-state goals. When performance exceeds a threshold, the performance dashboard highlights the change in status using color change.

Effective performance metrics have the following characteristics:

Aligned with business strategy and objectives. Owned (have a responsible process owner). Predictive-leading indicators (forward looking – provide intelligence that helps resolve issues

before they become issues). Actionable (accessible to appropriate parties who can take corrective action to address

deviations from planned performance). Few and Focused (view Key Metrics at a glance, drill into detail if needed). Easy to understand. Standardized (aligned with industry benchmarks or internal goals). Context Driven (compare to target, defined thresholds, track progress over time). Relevant (change to align with changing needs).

The IBM TRIRIGA Workplace Performance Management products provide a unique Workplace Performance Manager user interface that provides one-click access to a user’s metrics.


Common Business Terminology Term Description

Dimension A relevant grouping of data (usually hierarchical) that is used to roll up or drill down into metrics. IBM TRIRIGA also provides a Show By option that enables users to change dimensions (also referred to as drill paths), allowing the user to switch their view (or axis) of the underlying metric data.

Examples:

Geography Dimension: Worldwide > World Region > Country > State/Province > City

Location Dimension: Property > Building > Floor > Space Organization Dimension: Company (Internal and External Providers)

> Divisions > Departments > Workgroups Fiscal Time Dimension: Time Trend by Fiscal Period Others: Space Class, Building Tenure (Lease/Own), Program, Status

and Types

Metric A metric can be aggregated from the lowest level of detail up (counted, summed, averaged, %) by/across the defined dimensions. Typically metrics are ratios comparing two defined and related types of data.

Examples: $/sq-ft, $/person, sq-ft/person, actual costs/planned costs, actual time/planned time, total seats/total headcount, total on-time project/total projects.

Filter Filters allow users to further define (or filter) a metric’s overall data set to specifically reflect the metric results for an area of responsibility, an area of interest, or to identify the root cause for performance outside of defined thresholds (targets).


2. Metric Components Each IBM TRIRIGA portal consists of Portal Sections. Each portal section performs a specific function and/or displays data pertinent to your business role. The portal sections you have in your portal have been configured by your Application Administrator for your role in the system.

Based on your role in the company and your security and license access, your Home page or portal sections may look different from these shown.

For information about portals, see the Getting Started videos in the Media Library at https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20TRIRIGA1/page/Media+Library. For descriptions of the user roles, go to the IBM TRIRIGA 10 Information Center and select Getting started > Default user roles. Information for application developers and application administrators about modifying and maintaining Workplace Performance Management is located in the Application Building for the TRIRIGA Application Platform 3: Performance Framework book and in the IBM TRIRIGA 10 Information Center at Administering IBM TRIRIGA.

Accessing the Performance Metrics One of the key strengths of the IBM TRIRIGA Workplace Performance Management products is how easy it is to move around in your Home page and your Performance Manager.

Based on your user role in the system, your IBM TRIRIGA portal will have a particular Performance Metrics portal section. The Performance Metrics portal section provides “quick links” to your role’s various tactical and Workplace Performance Management metrics.

Use the following procedure to access the Performance Metrics.

To Access the Performance Metrics

Step 1 Sign into the IBM TRIRIGA application.

Step 2 Review your Home page. Locate the Performance Metrics portal section.

Step 3 To view the details of a performance metric, select the link for the metric you want to view. The Performance Manager opens with the selected metric.

Step 4 Review the Performance Manager with the selected metric.

If the metric is a Workplace Performance Management metric, your selected metric appears highlighted in yellow in the left-frame Workplace Performance Management scorecard, and the chart for your selected metric appears in the upper-right frame. If the metric is a tactical metric, the chart or report for that metric opens.

Step 5 Return to the Performance Metrics portal section to select another metric. Or select another metric from your Workplace Performance Management scorecard (in the left frame).

Step 6 Review your Workplace Performance Management scorecard (in the left frame) for other available metrics and their related data.

https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20TRIRIGA1/page/Media+Library�

https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20TRIRIGA1/page/Media+Library�


Primary Components Your interaction with the Workplace Performance Management system occurs primarily by means of your Home page and your Performance Manager.

This discussion contains a description of the primary metric components.

Metric Components Metric Component Description

Performance Metrics Portal Section

Based on your user role in the system, your IBM TRIRIGA portal will have a particular Performance Metrics portal section. The Performance Metrics portal section provides “quick links” to your role’s various tactical and Workplace Performance Management metrics.

Performance Manager The Performance Manager is an interactive process form on which you can view all of your key metrics and work with the details of a given metric by selecting the metric from the overall list.

Your Performance Manager provides a consolidated performance view consisting of the following components:

Metric Scorecard Panel (Key Metrics) Metric Chart Panel Related Reports Tab & Data Tab

Metric Scorecard Panel (Key Metrics)

This is your IWMS Balanced Scorecard. Your Metric Scorecard panel conveniently summarizes and groups similar metrics by metric category and filters your metrics, Results, Target, and Status for your area of responsibility and security. This way, you view only the processes and information that are pertinent to your role.

Metric Chart Panel Your Metric Chart panel contains the details and graphics highlighting your metric.

Related Reports Tab & Data Tab

The Related Reports tab displays additional data in a tabular report relevant to the selected metric.

The Data tab displays the data points and values represented in the Metric Chart panel.

Using the Metric Scorecard Panel From the Metrics Scorecard panel, you can:

Select another metric with one click. View the current Results value and the Target value. Values reflect the last data update. View the current Status of the metric (shown with color coded icons).

Use the following procedure for the Metric Scorecard panel.


To Use the Metric Scorecard Panel

Step 1 Access the Performance Metrics portal section and Performance Manager as described above.

Step 2 Review the Performance Manager.

On the left side, the Metric Scorecard panel displays several Metric Categories (e.g., Financial, Portfolio, Customer, Operational, and/or Environmental).

These Metric Categories appear depending upon how your portal is set up for you by your Application Administrator.

Step 3 Click the or icons to expand or collapse the Metric Categories.

Step 4 Review the columns on the right side.

Results: The calculated value for the Metric Query for the current capture period. Target: The threshold for the result value. Status: An icon corresponding to where the result lies in the threshold range.

When a Metric Query does not have values in these columns, it means the Metric Query contains more than one set of data. Selecting just one set to evaluate and display would be misleading.

Step 5 Hover your cursor over a Metric Query link to see the Group By and Filters used to calculate the Results value.

Step 6 Click another Metric Query link to focus on that Metric Query and Metric Chart within the Performance Manager.

Using the Metric Chart Panel From the Metric Chart panel, you can:

View the current metric values. Change the Dimension and Filter values for the displayed metric. Save the current settings to reflect your area of responsibility or area of interest. Restore the default settings to undo previously saved settings.

Use the following procedure to use the Metric Chart panel.

To Use the Metric Chart Panel



To Use the Metric Chart Panel


In the upper-right area, the Metric Chart panel appears. Depending upon the Metric Chart type, you can make adjustments to the

information you see.

Step 3 Notice the bold vertical bars within the chart.

The bold vertical bars represent the Thresholds for this particular Metric Chart. The number of Thresholds, the text in the legend, and the color representing a

data value’s position with respect to each Threshold are set up by your Application Administrator.

Step 4 Click the Show By drop-down list to change the Group By dimension (drill path).

If the selected Show By option is a hierarchy, a second drop-down list appears next to Show By. The secondary drop-down list works like Show By.

Step 5 Click the secondary drop-down list to further filter the metric.

Select a node from the hierarchy. Click the or icons to expand or collapse a hierarchy node. A dot in front of an entry indicates that you are at the lowest-level node.

Step 6 When you change your Show By dimension or select from the secondary Show By drop-down list, the metric is updated automatically to display your selected values.

Step 7 Click the filter drop-down lists to further filter the data represented by the metric. Based on the filter, you will see a hierarchical list or flat list.

Select a node from the hierarchy (or an entry from a flat list). Click the or icons to expand or collapse a hierarchy node. A dot in front of an entry indicates that you are at the lowest-level node.

Step 8 When you have the filters the way you want them:

Click Apply Filters to refresh the image. Click Save Settings to save the current Show By and filter values. These become

your preferences for this metric. The Performance Manager displays your preferences when you return to the metric. Also, your Scorecard Results and Status update to reflect your saved settings.

Otherwise, click Restore Defaults to return the Show By and filter settings to the default settings in the system.

Select the icon in the upper-right corner of the Metric Chart panel to open a larger view of the metric in a new window.

Step 9 Review the larger view of the metric.


Using the Related Reports Tab & Data Tab The Related Reports tab displays additional data in a tabular report relevant to the selected metric. The Related Reports are filtered by the system, using the same filters selected for the metric, so you always have additional information relative to the metric values currently displayed.

Meanwhile, the Data tab displays the data points and values represented in the Metric Chart panel.

Use the following procedure for the Related Reports tab and Data tab.

To Use the Related Reports Tab & Data Tab



In the lower-right area, the Related Reports tab and Data tab appear. Often the Related Reports tab has Sub-Queries.

Step 3 Select a sub-query from the Sub-Queries drop-down list to view other data relevant to the current metric.

Step 4 In the Related Reports tab, click any linked item for more information about that item.

Step 5 Click the Data tab to see the data points and values represented in the Metric Chart. These are the data values represented in the Metric Chart above the Data tab.

Step 6 Hover your cursor over a bar in the Metric Chart to view the same data values in the Data tab.


3. Metric Chart Types IBM TRIRIGA Workplace Performance Management products are delivered with a wide range of Metric Chart types and templates. This chapter describes each chart type/template as well as several metric-specific features such as Thresholds, Value-Based vs. Score Based Metrics, and Capture Period Metrics.

Among the available Metric Chart types/templates, IBM TRIRIGA has standardized the following Bar chart types for consistency and ease of use. Moreover, the Horizontal Grouped Bar and Horizontal Grouped Bar (Percent) chart templates contain additional functionality that displays the threshold lines and that colors the bars based on their relationship to the threshold targets (below, between, and above).

Horizontal Grouped Bar – Used for value-based metrics where the metric value is expressed as a non-percent (e.g., $/Rentable Square Foot).

Horizontal Grouped Bar (Percent) – Used for value-based metrics where the metric ratio is expressed as a percent (e.g., Occupancy Rate (%)).

Horizontal Stacked Bar – Used for value-based metrics where there are sub-components to a primary bar (e.g., Cost of Operations (USD/Rentable Square Foot) with breakdown of Expense Types).

Line/Bar Combo – Used for actual vs. budget metrics. Vertical Grouped Bar – Used for Time Capture drill path where the metric value is expressed as

a non-percent (e.g., $/Rentable Square Foot). Vertical Grouped Bar (Percent) – Used for Time Capture drill path where the metric ratio is

expressed as a percent (e.g., Occupancy Rate (%)).

For more information about Metric Chart types and Metric Reports, see the IBM TRIRIGA Application Platform 3 Reporting User Guide.


Metric Chart Types & Templates The following table illustrates the various metric chart types, templates and samples available in the Workplace Performance Management products.

Metric Chart Types Metric Chart Templates Sample

Bar:

Compares one or more sets of values by using rectangles whose lengths are proportional to the values.

Horizontal Grouped Bar:

Displays one or more bars to show multiple series in one chart.

Horizontal Stacked Bar:

Displays the results of multiple queries stacked next to each other. Displays data that you want segmented but where you are also interested in the total.

Vertical Grouped Bar:


Vertical Stacked Bar:

Displays the results of multiple queries stacked on top of each other. Displays data that you want segmented but where you are also interested in the total.

Bar (Percent):

Converts and displays the values as percentages.

Horizontal Grouped Bar (Percent):


Vertical Grouped Bar (Percent):


Bubble

Bubble:

Typically displays values in a four-quadrant chart with the upper-right quadrant depicting a positive x and y axis value. The size of the bubble corresponds to the size of the represented value.



Circular Gauge:

Displays values using scales in the form of circular arcs. Typically, the scale includes tick marks (major and/or minor) and their labels.

Circular Bar Gauge

Circular Gauge

Circular Gauge (Percent):


Circular Bar Gauge (Percent)

Circular Gauge (Percent)

Line:

Shows changes for a specific set of data. These types of charts are often used to show the changes or trends over a period of time.

Line

Spline

Line-Bar Combo:

Displays the values of more than one series of data using different chart types.

Line / Vertical Grouped Bar Combo

Line / Vertical Stacked Bar Combo



Linear Gauge:

Displays values using scales in a horizontal or vertical orientation. Typically, the scale includes tick marks (major and/or minor) and their labels.

Horizontal Linear Bar Gauge

Horizontal Linear Tank Gauge

Vertical Linear Bar Gauge

Vertical Linear Tank Gauge

Linear Gauge (Percent):


Horizontal Linear Bar Gauge (Percent)

Horizontal Linear Tank Gauge (Percent)

Vertical Linear Bar Gauge (Percent)

Vertical Linear Tank Gauge (Percent)



Pie:

A circular chart in which the relative percentages of the values are represented by wedges or slices of the pie.

3D Doughnut

3D Pie

Doughnut

Pie

Pyramid

Pyramid:

As a variation on the bar chart, displays values using pyramidal shapes instead of rectangular bars to achieve an alternative expression of the data.

Metric Chart Thresholds The Horizontal Grouped Bar and Horizontal Grouped Bar (Percent) chart types contain additional functionality that displays the threshold lines and that colors the bars based on their relationship to the threshold targets (below, between, and above).

Metric Queries in the IBM TRIRIGA Workplace Performance Management products can be associated with Threshold records. Threshold records are maintained by your Application Administrator for consistency across the company/agency. A Threshold record contains the definition of the targets and provides a basis for evaluating the operational performance against objectives.

Viewing Metric Chart Thresholds Use the following procedure to view Thresholds in a Metric Chart.

To View Metric Chart Thresholds

Step 1 Access your Performance Metrics portal section and Performance Manager as described above.


To View Metric Chart Thresholds

Step 2 Review your Performance Manager as described above.

If necessary, from the Metric Scorecard panel (left side) select another metric so that a Bar chart type appears in the Metric Chart panel (upper-right area).

Step 3 Notice the bold vertical bars within the chart.

The bold vertical bars represent the Thresholds for this particular Metric Chart. The number of Thresholds, the text in the legend, and the color representing a

data value’s position with respect to each Threshold are set up by your Application Administrator.

Horizontal Bar and Horizontal Grouped Bar (Percent) chart types can have an associated Threshold record. The threshold values from the Threshold record are shown by vertical lines.

Step 4 Notice the various colors (yellow, green and red) of the horizontal metric bars.

The system colors the metric bars based on their relationship to the threshold lines.

Typically, bars that exceed the defined upper threshold line (indicating a high value) are red, bars that fall between the lower and upper threshold lines (indicating optimal values) are green, and bars that fall below the lower threshold line (indicating low values) are yellow.

A color legend on the right side illustrates the meaning of the threshold values.

Step 5 To define the Thresholds, your Application Administrator can access the Threshold records via the Menu Bar by selecting Tools > System Setup > General > Thresholds.

Step 6 Review the Thresholds results page.

Threshold records are maintained by your Application Administrator for consistency across the company/agency.

Each Threshold record contains the definition of the targets and provides a basis for evaluating the operational performance against objectives.

For more details on defining Threshold records, see the IBM TRIRIGA Application Platform 3 Reporting User Guide and the IBM TRIRIGA 10 Information Center at Administering IBM TRIRIGA.

Metric Queries The IBM TRIRIGA Workplace Performance Management products provide several views of metrics to help with analysis and to help identify exception conditions so that you can take corrective action on under-performing resources and processes and to reward over-performing resources.


This section describes the three primary types of Metric Queries used for evaluating performance:

Value-based Metric Queries Score-based Metric Queries Time-trend Metric Queries

Score-based Metric Queries are identified by the word “(score)” in the Metric Query name. In our example below:

Value-based Metric Query = Services Satisfaction Survey (%) Score-based Metric Query = Services Satisfaction Survey (%) (score)

Value-Based Metric Query A value-based Metric Query displays the resulting values from the metric calculation (e.g., the overall percent satisfaction for each survey category).

The bars in value-based Metric Queries are colored (red, yellow, and green), based on their relation to the defined thresholds.

Score-Based Metric Query A score-based Metric Query shows the percentage of responses that fall into the threshold ranges. Therefore all bars equal 100%, but show the percent breakdown (red, yellow, and green) for each bar.

Often, information can be derived from score-based Metric Queries that can be overlooked when viewing value-based Metric Query, especially when the value-based Metric Query is aggregated to a high level (i.e., shows results at a world-wide level).

For example, a survey category might show that between 10% and 30% of the responses are poor or under-performing while the overall customer satisfaction is good (green). Such a score-based view may warrant investigation of the poor and under-performing results.

Time-Trend Metric Query Time-trend Metric Queries display performance over multiple capture periods to allow you to discern trends over time.

Most metrics in the Workplace Performance Management products have a Show By option that includes the “Capture Period”. This Capture Period drill path shows performance over time.


4. Appendices The following appendices provide lists of the metrics, reports, and metric queries used within the as-delivered IBM TRIRIGA Workplace Performance Management suite as well as detailed information about each as provided by IBM TRIRIGA.

Appendix A provides four tables with which to quickly interrelate several pieces of data: Metric ID, Metric Category, Metric Name, Metric Query (based on the Metric Name), Product and Product Role (where the metric is found), as well as the Related Report ID and Related Report Name (reports tied to the Metric Name). While the first three tables use the unique Metric ID as their anchor to locate other data, the fourth table uses the unique Related Report ID as its anchor to locate associated Metric IDs. For convenience, the Metric ID and Related Report ID also act as hyperlinks to jump to the more detailed tables.

Appendix B details the various user roles, personas, and portals associated with the IBM TRIRIGA Workplace Performance Management Enterprise, IBM TRIRIGA Workplace Performance Management Facilities, IBM TRIRIGA Workplace Performance Management Operations, IBM TRIRIGA Workplace Performance Management Projects, and IBM TRIRIGA Workplace Performance Management Real Estate, and IBM TRIRIGA Real Estate Environmental Sustainability products.

Together with Appendix A, Appendix C provides more in-depth information about the specific metrics and metric reports found in the IBM TRIRIGA Workplace Performance Management Enterprise, IBM TRIRIGA Workplace Performance Management Facilities, IBM TRIRIGA Workplace Performance Management Operations, IBM TRIRIGA Workplace Performance Management Projects, and IBM TRIRIGA Workplace Performance Management Real Estate, and IBM TRIRIGA Real Estate Environmental Sustainability products.

Appendix D highlights the Related Reports that are part of every IBM TRIRIGA Workplace Performance Management or IBM TRIRIGA Workplace Performance Management Real Estate user’s IBM TRIRIGA Workplace Performance Management Performance Manager.


5. Appendix A – Metric Summary Lists

Metric ID and Metric Query Metric ID (Score Suffix)

Metric Category

Metric Metric Query

1001-01-PO-S Portfolio Vacancy Rate - RE Contracts (Score)

% Vacancy Rate - RE Contracts (Score)

1001-02-FI Financial Income per Area (AR Leases) Income Per Area – Leased (USD / RSF)

1002-01-FI Financial Cost per Area (Owned) - RE Contracts

Cost per Area (Owned) - RE Contracts (USD / RSF)

1003-01-FI Financial Cost per Area (Leased) - RE Contracts

Cost per Area (Leased) - RE Contracts (USD / RSF)

1004-01-FI Financial Cost per Person - RE Contracts Cost per Person - RE Contracts (USD / Person)

1005-01-FI Financial Cost per Seat - RE Contracts Cost per Seat - RE Contracts (USD / Seat)

1006-01-FI Financial Vacancy Cost - RE Contracts Vacancy Cost - RE Contracts (USD)

1007-01-PO-S Portfolio Area per Person - RE Contracts (Score)

Area per Person - RE Contracts (RSF / Person) (Score)

1008-01-PO-S Portfolio Seats per Person - RE Contracts (Score)

Seats per Person - RE Contracts (Seats / Person) (Score)

1009-01-PO-S Portfolio Seat Occupancy % - RE Contracts (Score)

Seat Occupancy % - RE Contracts (%) (Score)

1010-01-PO Portfolio % Portfolio Leased vs. Owned % Portfolio Leased vs. Owned (%)

1011-01-PO-S Portfolio % RE Contract Utilization - Space Use Agreements (Score)

Real Estate Contract Utilization - Space Use Agreements (%) (Score)

1012-01-OP Operational Implementation Plan Savings Progress

% Implementation Plan Savings Progress

1013-01-OP Operational % On-time Payment - My Real Estate Contracts

% On-time Payments (My Real Estate Contracts) (%)

1014-01-OP Operational Average Days Outstanding Average Days Outstanding

1015-01-OP Operational % Savings from Audits % Savings from Audits (%)

1016-01-OP-S Operational Average Overall Transaction Score - My Projects

Average Overall Transaction Score - My Projects (Score)

1017-01-OP-S Operational % On-time Delivery of Real Estate Projects (Score)

% On-time Delivery of Real Estate Projects (Score)

1018-01-OP-S Operational Average Overall Transaction Score (Score)

Average Overall Transaction Score (Score)

1019-01-OP-S Operational % On-time Delivery - My Projects (Score)

% On-time Delivery - My Projects (%) (Score)


Metric ID (Score Suffix)

Metric Category

Metric Metric Query

1020-01-OP Operational My Average Transaction Cycle Time

My Average Transaction Cycle Time

1021-01-OP-S Operational % On-time Completion - My Tasks (Score)

% On-time Completion - My Tasks (Score)

1022-01-OP Operational Revenue Weeks to Target % Revenue Weeks to Target

1023-01-PO Portfolio Condition Index Ratio Condition Index

1023-01-PO-S Portfolio Condition Index Ratio Condition Index (Score)

1024-01-OP Operational Contact Center Efficiency Contact Center Efficiency (Mins)

1025-01-OP Operational My Service Time Utilization My Service Time Utilization (%)

1025-01-OP-S Operational My Service Time Utilization My Service Time Utilization (%) (Score)

1026-01-OP Operational Overtime Utilization Rate Overtime Utilization Rate (%)

1026-01-OP-S Operational Overtime Utilization Rate Overtime Utilization Rate (%) (Score)

1027-01-OP Operational Service Time Utilization Service Time Utilization (%)

1027-01-OP-S Operational Service Time Utilization Service Time Utilization (%) (Score)

1028-01-CU Customer Overall Customer Satisfaction Overall Customer Satisfaction (%)

1028-01-CU-S Customer Overall Customer Satisfaction Overall Customer Satisfaction (%) (Score)

1029-01-CU Customer My Customer Satisfaction - Operations

My Services Satisfaction Survey (%)

1029-01-CU-S Customer My Customer Satisfaction - Operations

My Services Satisfaction Survey (%) (Score)

1030-01-CU Customer Customer Satisfaction - Operations

Services Satisfaction Survey (%)

1030-01-CU-S Customer Customer Satisfaction - Operations

Services Satisfaction Survey (%) (Score)

1031-01-CU Customer Customer Satisfaction - Facilities

Customer Satisfaction - Facilities (%)

1031-01-CU-S Customer Customer Satisfaction - Facilities

Customer Satisfaction - Facilities (%) (Score)

1032-01-CU-S Customer Customer Satisfaction - Portfolio Managers (Score)

Customer Satisfaction - Portfolio Managers (%) (Score)

1033-01-CU-S Customer Customer Satisfaction - Preferred Providers (Score)

Customer Satisfaction - Preferred Providers (%) (Score)

1034-01-CU-S Customer Overall Customer Satisfaction - Preferred Providers - My Projects (Score)

Overall Customer Satisfaction - Preferred Providers - My Projects (%) (Score)

1035-01-OP Operational My On-time Service Responsiveness

My On-time Service Responsiveness (%)



Metric Category

Metric Metric Query

1035-01-OP-S Operational My On-time Service Responsiveness

My On-time Service Responsiveness (%) (Score)

1036-01-OP Operational Preventive Maintenance to Repair Maintenance Cost Ratio

Preventive Maintenance to Repair Maintenance Cost Ratio (%)

1036-01-OP-S Operational Preventive Maintenance to Repair Maintenance Cost Ratio

Preventive Maintenance to Repair Maintenance Cost Ratio (%) (Score)

1037-01-OP Operational Preventive Maintenance Task Completion Ratio

Preventive Maintenance Task Completion Ratio (%)

1037-01-OP-S Operational Preventive Maintenance Task Completion Ratio

Preventive Maintenance Task Completion Ratio (%) (Score)

1038-01-OP Operational Emergency Task Cost Ratio Emergency Task Cost Ratio (%)

1038-01-OP-S Operational Emergency Task Cost Ratio Emergency Task Cost Ratio (%) (Score)

1039-01-AR Analysis Report

Outsource Ratio Outsource Ratio (%)

1040-01-OP Operational On-Target Service Costs On-Target Service Costs (%)

1040-01-OP-S Operational On-Target Service Costs On-Target Service Costs (%) (Score)

1041-01-OP Operational My On-Target Service Costs My On-Target Service Costs (%)

1041-01-OP-S Operational My On-Target Service Costs My On-Target Service Costs (%) (Score)

1042-01-OP Operational Callback Index Callback Index (%)

1042-01-OP-S Operational Callback Index Callback Index (%) (Score)

1043-01-OP Operational On-time Service Responsiveness On-time Service Responsiveness (%)

1043-01-OP-S Operational On-time Service Responsiveness On-time Service Responsiveness (%) (Score)


Service Task Volume Service Task Volume


Service Task Cost Service Task Cost (USD)

1046-01-OP Operational Work Distribution Ratio Work Distribution Ratio (%)


Time Utilization Time Utilization

1048-01-FI Financial Operating Cost Ratio (Actual / Budget)

Operating Cost Ratio (Actual / Budget) (%)

1049-01-FI Financial Operating Cost (Actual vs. Budget) (USD)

Operating Cost (Budget vs. Actual)

1050-01-FI Financial Capital Cost Ratio (Actual / Budget)

Capital Cost Ratio (Actual / Budget)

1051-01-FI Financial Capital Cost (Actual vs. Budget) (USD)

Capital Cost (Budget vs. Actual)



Metric Category

Metric Metric Query

1052-01-FI Financial Cost of Operations ($/area) Cost of Operations (USD / RSF)

1052-01-FI-S Financial Cost of Operations ($/area) Cost of Operations (USD / RSF) (Score)

1053-01-FI Financial Cost of Operations ($/person) Cost of Operations (USD / Person)

1053-01-FI-S Financial Cost of Operations ($/person) Cost of Operations (USD / Person) (Score)

1054-01-FI Financial Cost of Operations (by service type)

Cost of Operations by Service Type (USD)

1055-01-FI Financial Total Occupancy Cost (TCO) ($/area)

Total Occupancy Cost (TCO) (USD / RSF)

1055-01-FI-S Financial Total Occupancy Cost (TCO) ($/area)

Total Occupancy Cost (TCO) (USD / RSF) (Score)

1056-01-FI Financial Total Occupancy Cost (TCO) ($/person)

Total Occupancy Cost (TCO) (USD / Person)

1056-01-FI-S Financial Total Occupancy Cost (TCO) ($/person)

Total Occupancy Cost (TCO) (USD / Person) (Score)

1057-01-FI Financial Total Occupancy Cost (TCO) by Service Type

Total Occupancy Cost (TCO) by Service Type (USD)

1058-01-FI Financial Move Cost ($/area) Move Cost (USD / RSF)

1058-01-FI-S Financial Move Cost ($/area) Move Cost (USD / RSF) (Score)

1059-01-FI Financial Facility Operating Current Replacement Value Index (%)

Facility Operating Current Replacement Value Index

1059-01-FI-S Financial Facility Operating Current Replacement Value Index (%) (Score)

Facility Operating Current Replacement Value Index (Score)

1060-01-FI Financial Maintenance Costs / Area ($/area)

Maintenance Costs / Area (USD / RSF)

1060-01-FI-S Financial Maintenance Costs / Area ($/area)

Maintenance Costs / Area (USD / RSF) (Score)

1061-01-FI Financial Custodial-Housekeeping Costs / Area ($/area)

Custodial-Housekeeping Costs / Area (USD / RSF)

1061-01-FI-S Financial Custodial-Housekeeping Costs / Area ($/area)

Custodial-Housekeeping Costs / Area (USD / RSF) (Score)

1062-01-FI Financial Utilities Costs / Area ($/area) Utilities Costs / Area (USD / RSF)

1062-01-FI-S Financial Utilities Costs / Area ($/area) Utilities Costs / Area (USD / RSF) (Score)

1063-01-FI Financial Maintenance Costs / Area Maintained

Maintenance Costs / Area Maintained (USD / RSF)

1063-01-FI-S Financial Maintenance Costs / Area Maintained

Maintenance Costs / Area Maintained (USD / RSF) (Score)

1064-01-PO Portfolio Capital Renewal Index (%) Capital Renewal Index



Metric Category

Metric Metric Query

1064-01-PO-S Portfolio Capital Renewal Index (%) (Score)

Capital Renewal Index (Score)

1065-01-FI Financial Security Costs / Area Maintained

Security Costs / Area Maintained (USD / RSF)

1065-01-FI-S Financial Security Costs / Area Maintained

Security Costs / Area Maintained (USD / RSF) (Score)

1066-01-FI Financial Total Workplace Cost of Operations $ / Total Business Revenue $

Total Workplace Cost of Operations / Total Business Revenue (%)

1066-01-FI-S Financial Total Workplace Cost of Operations $ / Total Business Revenue $

Total Workplace Cost of Operations / Total Business Revenue (%) (Score)

1067-01-FI Financial Total Workplace Cost of Operations $ / Total Business Operating Expenses $

Total Workplace Cost of Operations / Total Business Operating Expenses (%)

1067-01-FI-S Financial Total Workplace Cost of Operations $ / Total Business Operating Expenses $

Total Workplace Cost of Operations / Total Business Operating Expenses (%) (Score)

1068-01-FI Financial Move Cost ($/person Moved) Move Cost (USD / Person)

1068-01-FI-S Financial Move Cost ($/person Moved) Move Cost (USD / Person) (Score)

1069-01-PO Portfolio Density (area/workpoint) Density (SF / Workpoint)

1069-01-PO-S Portfolio Density (area/workpoint) Density (SF / Workpoint) (Score)

1070-01-PO Portfolio Space Class Breakdown (%) Space Class Breakdown (SF)

1071-01-OP Operational Churn Rate (%) Churn Rate (%)

1072-01-OP Operational Mobility Space Rate (%) Mobility Space Rate (%)

1072-01-OP-S Operational Mobility Space Rate (%) Mobility Space Rate (%) (Score)

1073-01-PO Portfolio Workpoint Utilization Rate (%) Workpoint Utilization Rate (%)

1073-01-PO-S Portfolio Workpoint Utilization Rate (%) Workpoint Utilization Rate (%) (Score)

1074-01-PO Portfolio Occupancy Rate (%) Occupancy Rate (%)

1074-01-PO-S Portfolio Occupancy Rate (%) Occupancy Rate (%) (Score)

1075-01-PO Portfolio Density (area/person) Density (SF / Person)

1075-01-PO-S Portfolio Density (area/person) Density (SF / Person) (Score)

1076-01-PO Portfolio Worker Utilization Rate (%) Worker / Workpoint Utilization Rate (%)

1076-01-PO-S Portfolio Worker Utilization Rate (%) Worker / Workpoint Utilization Rate (%) (Score)

1077-01-OP Operational Mobility Worker Rate Mobility Worker Rate (%)

1077-01-OP-S Operational Mobility Worker Rate Mobility Worker Rate (%) (Score)

1078-01-FI-S Financial Change Orders to Contract Change orders to Contract (Score)



Metric Category

Metric Metric Query

1079-01-OP-S Operational Contract On-Time Completion Rate

Contract On-Time Completion Rate (Score)

1080-01-FI-S Financial Percent Projects Over Budget Percent Project Over Budget (%) (Score)

1081-01-FI Financial Current Budget to Forecast Current Budget to Forecast

1082-01-FI Financial Original Budget to Forecast Original Budget to Forecast

1083-01-FI Financial My Project Budget My Project Budget

1084-01-FI Financial New Construction Cost / Area (Gross)

New Construction Cost / Area (USD / GSF)

1085-01-FI Financial New Construction Cost / Area (Usable)

New Construction Cost / Area (USD / USF)

1086-01-FI Financial Renovation Cost / Area (Gross) Renovation Cost / Area (USD / GSF)

1087-01-FI Financial Renovation Cost / Area (Usable) Renovation Cost / Area (USD / USF)

1088-01-FI Financial Change Orders to Budget Change Orders to Budget

1089-01-OP-S Operational Percent Projects Over Schedule Percent Project Over Schedule (%) (Score)

1090-01-OP Operational Project Schedule Variance Project Schedule Variance

1091-01-OP-S Operational Project On-Time Completion Rate

Project On-Time Completion Rate (Score)

1092-01-OP Operational Percent RFI Overdue Percent RFI Overdue (%)

1093-01-OP Operational RFI Response Time RFI Response Time

1101-01-ES Environmental Energy Use Energy Use

1102-01-FI Financial Energy Cost (USD) Energy Cost (USD)

1103-01-ES Environmental Energy Use Intensity (kilowatt-hours / GSF)

Energy Use Intensity (kilowatt-hours / GSF)

1103-01-ES-S Environmental Energy Use Intensity (kilowatt-hours / GSF)

Energy Use Intensity (kilowatt-hours / GSF) (Score)

1103-02-ES Environmental Energy Use Intensity (megajoules / GSF)

Energy Use Intensity (megajoules / GSF)

1103-02-ES-S Environmental Energy Use Intensity (megajoules / GSF)

Energy Use Intensity (megajoules / GSF) (Score)

1104-01-ES Environmental Energy Use by Cooling Degree Day (kilowatt-hours)

Energy Use by Cooling Degree Day (kilowatt-hours)

1104-01-ES-S Environmental Energy Use by Cooling Degree Day (kilowatt-hours)

Energy Use by Cooling Degree Day (kilowatt-hours) (Score)

1105-01-ES Environmental Energy Use Intensity per Occupant (kilowatt-hours / occupant)

Energy Use Intensity per Occupant

1105-01-ES-S Environmental Energy Use Intensity per Occupant (kilowatt-hours / occupant)

Energy Use Intensity per Occupant (Score)



Metric Category

Metric Metric Query

1105-02-ES Environmental Energy Use Intensity per Occupant (kilowatt-hours / occupant)

Energy Use Intensity per Occupant

1105-02-ES-S Environmental Energy Use Intensity per Occupant (kilowatt-hours / occupant)

Energy Use Intensity per Occupant (Score)

1106-01-ES Environmental Emissions (Carbon) (US Tons CO2)

Emissions (Carbon) (US Tons CO2)

1107-01-ES Environmental Emissions (Carbon) Intensity (lbs CO2 / GSF)

Emissions (Carbon) Intensity (lbs CO2 / GSF)

1107-01-ES-S Environmental Emissions (Carbon) Intensity (lbs CO2 / GSF)

Emissions (Carbon) Intensity (lbs CO2 / GSF) (Score)

1108-01-ES Environmental Emissions (Carbon) Intensity per Occupant (tons CO2)

Emissions (Carbon) Intensity per Occupant (tons CO2)

1108-01-ES-S Environmental Emissions (Carbon) Intensity per Occupant (tons CO2)

Emissions (Carbon) Intensity per Occupant (tons CO2) (Score)

1109-01-ES Environmental Water Use Water Use

1110-01-ES Environmental Water Use Intensity (CF / GSF) Water Use Intensity (CF / GSF)

1110-01-ES-S Environmental Water Use Intensity (CF / GSF) Water Use Intensity (CF / GSF) (Score)

1111-01-ES Environmental Water Use Intensity per Occupant (CF)

Water Use Intensity per Occupant (CF)

1111-01-ES-S Environmental Water Use Intensity per Occupant (CF)

Water Use Intensity per Occupant (CF) (Score)

1112-01-ES Environmental Solid Waste Solid Waste

1113-01-ES Environmental Solid Waste Recovery (%) Solid Waste Recovery (%)

1113-01-ES-S Environmental Solid Waste Recovery (%) Solid Waste Recovery (%) (Score)

1114-01-CU Customer Environmental Evaluation Survey (%)

Environmental Evaluation Survey (%)

1114-01-CU-S Customer Environmental Evaluation Survey (%)

Environmental Evaluation Survey (%) (Score)

1115-01-PO Portfolio Green Condition Index Ratio Green Condition Index

1115-01-PO-S Portfolio Green Condition Index Ratio Green Condition Index (Score)

1116-01-ES Environmental Emissions to Air (lbs-mass) Emissions to Air (lbs-mass)

1117-01-ES Environmental Emissions to Air Intensity (kilograms / GSF)

Emissions to Air Intensity (kilograms / GSF)

1117-01-ES-S Environmental Emissions to Air Intensity (kilograms / GSF)

Emissions to Air Intensity (kilograms / GSF) (Score)

1118-01-FI Financial Revenue / Carbon Emissions (USD / Tons CO2)

Revenue / Carbon Emissions (USD / Tons CO2)

1118-01-FI-S Financial Revenue / Carbon Emissions (USD / Tons CO2)

Revenue / Carbon Emissions (USD / Tons CO2) (Score)



Metric Category

Metric Metric Query

1119-01-FI Financial Total Cost of Operations / Carbon Emissions (USD / Tons CO2)

Total Cost of Operations / Carbon Emissions (USD / Tons CO2)

1119-01-FI-S Financial Total Cost of Operations / Carbon Emissions (USD / Tons CO2)

Total Cost of Operations / Carbon Emissions (USD / Tons CO2) (Score)

1120-01-ES Environmental Environmental Project Efficiency Ratio (USD / Tons CO2)

Environmental Project Efficiency Ratio (USD / Tons CO2)

1120-01-ES-S Environmental Environmental Project Efficiency Ratio (USD / Tons CO2)

Environmental Project Efficiency Ratio (USD / Tons CO2) (Score)

1121-01-ES Environmental Environmental Checklist Rating (%)

Environmental Checklist Rating (%)

1121-01-ES-S Environmental Environmental Checklist Rating (%)

Environmental Checklist Rating (%) (Score)

1122-01-ES Environmental Environmental Opportunity Analysis

Environmental Opportunity Analysis

1123-01-FI Financial Energy Cost Ratio (%) Energy Cost Ratio (%)

1123-01-FI-S Financial Energy Cost Ratio (%) Energy Cost Ratio (%) (Score)

1124-01-ES Environmental Renewable Energy Ratio (%) Renewable Energy Ratio (%)

1124-01-ES-S Environmental Renewable Energy Ratio (%) Renewable Energy Ratio (%) (Score)

1125-01-ES Environmental Energy Use by Degree Day Total (kilowatt-hours)

Energy Use by Degree Day Total (kilowatt-hours)

1125-01-ES-S Environmental Energy Use by Degree Day Total (kilowatt-hours)

Energy Use by Degree Day Total (kilowatt-hours) (Score)

1126-01-ES Environmental Energy Use by Heating Degree Day (kilowatt-hours)

Energy Use by Heating Degree Day (kilowatt-hours)

1126-01-ES-S Environmental Energy Use by Heating Degree Day (kilowatt-hours)

Energy Use by Heating Degree Day (kilowatt-hours) (Score)


Metric ID and Product Role The following abbreviations represent IBM TRIRIGA’s Workplace Performance Management products:

EN – IBM TRIRIGA Workplace Performance Management Enterprise OP - IBM TRIRIGA Workplace Performance Management Operations FA – IBM TRIRIGA Workplace Performance Management Facilities RE – IBM TRIRIGA Workplace Performance Management Real Estate PR - IBM TRIRIGA Workplace Performance Management Projects ES – IBM TRIRIGA Real Estate Environmental Sustainability


Metric Category

Metric Query Product(s) Product Roles

1001-01-PO-S Portfolio % Vacancy Rate - RE Contracts (Score)

RE - Real Estate

RE1 - RE Executive RE2 - RE Transaction Manager

1001-02-FI Financial Income Per Area – Leased (USD / RSF)

RE - Real Estate

RE3 – RE Lease/Contract Manager

1002-01-FI Financial Cost per Area (Owned) - RE Contracts (USD / RSF)

RE - Real Estate

RE2- RE Transaction Manager

1003-01-FI Financial Cost per Area (Leased) - RE Contracts (USD / RSF)

RE - Real Estate

RE2 - RE Transaction Manager

1004-01-FI Financial Cost per Person - RE Contracts (USD / Person)

RE - Real Estate

RE1 - RE Executive RE2 - RE Transaction Manager

1005-01-FI Financial Cost per Seat - RE Contracts (USD / Seat)

RE - Real Estate


1006-01-FI Financial Vacancy Cost - RE Contracts (USD)

RE - Real Estate

RE1 - RE Executive

1007-01-PO-S Portfolio Area per Person - RE Contracts (RSF / Person) (Score)

RE - Real Estate


1008-01-PO-S Portfolio Seats per Person - RE Contracts (Seats / Person) (Score)

RE - Real Estate


1009-01-PO-S Portfolio Seat Occupancy % - RE Contracts (%) (Score)

RE - Real Estate


1010-01-PO Portfolio % Portfolio Leased vs. Owned (%)

EN – Enterprise FA – Facilities RE - Real Estate

EN1 – Workplace Executive FA1 – Facility Manager FA2 – Space Planner RE1 – RE Executive



Metric Category


1011-01-PO-S Portfolio Real Estate Contract Utilization - Space Use Agreements (%) (Score)

RE - Real Estate


1012-01-OP Operational % Implementation Plan Savings Progress

RE - Real Estate

RE1 – RE Executive

1013-01-OP Operational % On-time Payments (My Real Estate Contracts) (%)

RE - Real Estate


1014-01-OP Operational Average Days Outstanding RE - Real Estate


1015-01-OP Operational % Savings from Audits (%) RE - Real Estate


1016-01-OP-S Operational Average Overall Transaction Score - My Projects (Score)

RE - Real Estate

RE2 - RE Transaction Manager RE3 – RE Lease/Contract Manager

1017-01-OP-S Operational % On-time Delivery of Real Estate Projects (Score)

RE - Real Estate


1018-01-OP-S Operational Average Overall Transaction Score (Score)

RE - Real Estate


1019-01-OP-S Operational % On-time Delivery - My Projects (%) (Score)

RE - Real Estate


1020-01-OP Operational My Average Transaction Cycle Time

RE - Real Estate


1021-01-OP-S Operational % On-time Completion - My Tasks (Score)

RE - Real Estate

RE2 - RE Transaction Manager RE4 – RE Project Team Member

1022-01-OP Operational % Revenue Weeks to Target RE - Real Estate

RE1 – RE Executive RE2 - RE Transaction Manager

1023-01-PO Portfolio Condition Index EN – Enterprise ES – Environmental OP - Operations

EN1 – Workplace Executive ES1 – ES Manager OP1 – OP Executive OP2 – Service Manager OP3 – External Service Provider Manager OP4 – Facility Assessment Manager



Metric Category


1023-01-PO-S Portfolio Condition Index (Score) (Same as above.)

(Same as above.)

1024-01-OP Operational Contact Center Efficiency (Mins)

OP - Operations

OP2 – Service Manager

1025-01-OP Operational My Service Time Utilization (%)

OP - Operations

OP5 – Service Technician

1025-01-OP-S Operational My Service Time Utilization (%) (Score)

(Same as above.)

(Same as above.)

1026-01-OP Operational Overtime Utilization Rate (%)

OP - Operations

OP2 – Service Manager OP3 – External Service Provider Manager

1026-01-OP-S Operational Overtime Utilization Rate (%) (Score)

(Same as above.)

(Same as above.)

1027-01-OP Operational Service Time Utilization (%) EN – Enterprise OP - Operations

EN1 – Workplace Executive OP1 – OP Executive OP2 – Service Manager OP3 – External Service Provider Manager

1027-01-OP-S Operational Service Time Utilization (%) (Score)

(Same as above.)

(Same as above.)

1028-01-CU Customer Overall Customer Satisfaction (%)

EN – Enterprise

EN1 – Workplace Executive

1028-01-CU-S Customer Overall Customer Satisfaction (%) (Score)

(Same as above.)

(Same as above.)

1029-01-CU Customer My Services Satisfaction Survey (%)

OP - Operations

OP1 – OP Executive OP2 – Service Manager OP3 – External Service Provider Manager OP5 – Service Technician

1029-01-CU-S Customer My Services Satisfaction Survey (%) (Score)

(Same as above.)

(Same as above.)



Metric Category


1030-01-CU Customer Services Satisfaction Survey (%)

EN – Enterprise OP - Operations

EN1 – Workplace Executive OP1 – OP Executive OP2 – Service Manager OP3 – External Service Provider Manager OP4 – Facility Assessment Manager

1030-01-CU-S Customer Services Satisfaction Survey (%) (Score)

(Same as above.)

(Same as above.)

1031-01-CU Customer Customer Satisfaction - Facilities (%)

EN – Enterprise FA - Facilities

EN1 – Workplace Executive FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner

1031-01-CU-S Customer Customer Satisfaction - Facilities (%) (Score)

(Same as above.)

(Same as above.)

1032-01-CU-S Customer Customer Satisfaction - Portfolio Managers (%) (Score)

EN – Enterprise RE – Real Estate

EN1 – Workplace Executive RE1 – RE Executive

1033-01-CU-S Customer Customer Satisfaction - Preferred Providers (%) (Score)

EN – Enterprise RE – Real Estate

EN1 – Workplace Executive RE1 – RE Executive

1034-01-CU-S Customer Overall Customer Satisfaction - Preferred Providers - My Projects (%) (Score)

RE – Real Estate

RE2 – RE Transaction Manager

1035-01-OP Operational My On-time Service Responsiveness (%)

OP - Operations

OP3 – External Service Provider Manager OP5 – Service Technician

1035-01-OP-S Operational My On-time Service Responsiveness (%) (Score)

(Same as above.)

(Same as above.)

1036-01-OP Operational Preventive Maintenance to Repair Maintenance Cost Ratio (%)

OP - Operations

OP2 – Service Manager OP3 – External Service Provider Manager OP4 – Facility Assessment Manager



Metric Category


1036-01-OP-S Operational Preventive Maintenance to Repair Maintenance Cost Ratio (%) (Score)

(Same as above.)

(Same as above.)

1037-01-OP Operational Preventive Maintenance Task Completion Ratio (%)

OP - Operations


1037-01-OP-S Operational Preventive Maintenance Task Completion Ratio (%) (Score)

(Same as above.)

(Same as above.)

1038-01-OP Operational Emergency Task Cost Ratio (%)

OP - Operations


1038-01-OP-S Operational Emergency Task Cost Ratio (%) (Score)

(Same as above.)

(Same as above.)


Outsource Ratio (%) OP - Operations

OP1 – OP Executive OP2 – Service Manager OP4 – Facility Assessment Manager

1040-01-OP Operational On-Target Service Costs (%) EN – Enterprise FA - Facilities OP - Operations PR - Projects

EN1 – Workplace Executive FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner OP1 – OP Executive OP2 – Service Manager OP3 – External Service Provider Manager PR1 – PR Executive PR2 – PR Manager PR3 – PR Team Member

1040-01-OP-S Operational On-Target Service Costs (%) (Score)

(Same as above.)

(Same as above, except no PR1.)



Metric Category


1041-01-OP Operational My On-Target Service Costs (%)

OP - Operations

OP3 – External Service Provider Manager OP5 – Service Technician

1041-01-OP-S Operational My On-Target Service Costs (%) (Score)

(Same as above.)

(Same as above.)

1042-01-OP Operational Callback Index (%) OP - Operations

OP2 – Service Manager OP3 – External Service Provider Manager

1042-01-OP-S Operational Callback Index (%) (Score) (Same as above.)

(Same as above.)

1043-01-OP Operational On-time Service Responsiveness (%)

EN – Enterprise FA - Facilities OP - Operations PR - Projects

EN1 – Workplace Executive FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner OP1 – OP Executive OP2 – Service Manager PR1 – PR Executive PR2 – PR Manager PR3 – PR Team Member

1043-01-OP-S Operational On-time Service Responsiveness (%) (Score)

(Same as above.)

(Same as above, except no PR1.)


Service Task Volume OP - Operations



Service Task Cost (USD) OP - Operations

OP1 – OP Executive OP2 – Service Manager OP3 – External Service Provider Manager OP4 – Facility Assessment Manager



Metric Category


1046-01-OP Operational Work Distribution Ratio (%) OP - Operations



Time Utilization OP - Operations


1048-01-FI Financial Operating Cost Ratio (Actual / Budget) (%)

EN – Enterprise FA - Facilities OP - Operations

EN1 – Workplace Executive FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner OP1 – OP Executive OP2 – Service Manager OP4 – Facility Assessment Manager

1049-01-FI Financial Operating Cost (Budget vs. Actual) (USD)

EN – Enterprise ES – Environmental FA - Facilities OP - Operations

EN1 – Workplace Executive ES1 – ES Manager FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner OP1 – OP Executive OP2 – Service Manager OP4 – Facility Assessment Manager

1050-01-FI Financial Capital Cost Ratio (Actual / Budget)


EN1 – Workplace Executive FA1 – FA Manager OP1 – OP Executive OP4 – Facility Assessment Manager



Metric Category


1051-01-FI Financial Capital Cost (Budget vs. Actual)

EN – Enterprise ES – Environmental FA - Facilities OP - Operations

EN1 – Workplace Executive ES1 – ES Manager FA1 – FA Manager OP1 – OP Executive OP4 – Facility Assessment Manager

1052-01-FI Financial Cost of Operations (USD / RSF)


EN1 – Workplace Executive FA1 – FA Manager FA2 – Space Planner OP1 – OP Executive OP2 – Service Manager OP4 – Facility Assessment Manager

1052-01-FI-S Financial Cost of Operations (USD / RSF) (Score)

(Same as above.)

(Same as above.)

1053-01-FI Financial Cost of Operations (USD / Person)

FA - Facilities OP - Operations

FA1 – FA Manager FA2 – Space Planner OP1 – OP Executive OP2 – Service Manager OP4 – Facility Assessment Manager

1053-01-FI-S Financial Cost of Operations (USD / Person) (Score)

(Same as above.)

(Same as above.)

1054-01-FI Financial Cost of Operations by Service Type (USD)


FA1 – FA Manager FA2 – Space Planner OP1 – OP Executive OP2 – Service Manager OP4 – Facility Assessment Manager

1055-01-FI Financial Total Occupancy Cost (TCO) (USD / RSF)


EN1 – Workplace Executive FA1 – FA Manager FA2 – Space Planner OP1 – OP Executive

1055-01-FI-S Financial Total Occupancy Cost (TCO) (USD / RSF) (Score)

(Same as above.)

(Same as above, except no FA2.)

1056-01-FI Financial Total Occupancy Cost (TCO) (USD / Person)


FA1 – FA Manager OP1 – OP Executive



Metric Category


1056-01-FI-S Financial Total Occupancy Cost (TCO) (USD / Person) (Score)

(Same as above.)

(Same as above.)

1057-01-FI Financial Total Occupancy Cost (TCO) by Service Type (USD)


FA1 – FA Manager OP1 – OP Executive OP2 – Service Manager OP4 – Facility Assessment Manager

1058-01-FI Financial Move Cost (USD / RSF) FA - Facilities OP - Operations PR - Projects

FA1 – FA Manager FA3 – Move Planner OP1 – OP Executive PR1 – PR Executive PR2 – PR Manager

1058-01-FI-S Financial Move Cost (USD / RSF) (Score)

(Same as above.)

(Same as above.)

1059-01-FI Financial Facility Operating Current Replacement Value Index

EN – Enterprise ES – Environmental OP - Operations


1059-01-FI-S Financial Facility Operating Current Replacement Value Index (Score)

(Same as above.)

(Same as above.)

1060-01-FI Financial Maintenance Costs / Area (USD / RSF)

OP - Operations


1060-01-FI-S Financial Maintenance Costs / Area (USD / RSF) (Score)

(Same as above.)

(Same as above.)

1061-01-FI Financial Custodial-Housekeeping Costs / Area (USD / RSF)

OP - Operations

OP1 – OP Executive OP2 – Service Manager OP3 – External Service Provider Manager



Metric Category


1061-01-FI-S Financial Custodial-Housekeeping Costs / Area (USD / RSF) (Score)

(Same as above.)

(Same as above.)

1062-01-FI Financial Utilities Costs / Area (USD / RSF)

OP - Operations


1062-01-FI-S Financial Utilities Costs / Area (USD / RSF) (Score)

(Same as above.)

(Same as above.)

1063-01-FI Financial Maintenance Costs / Area Maintained (USD / RSF)

OP - Operations

OP1 – OP Executive OP2 – Service Manager OP3 – External Service Provider Manager OP4 – Facility Assessment Manager OP5 – Service Technician

1063-01-FI-S Financial Maintenance Costs / Area Maintained (USD / RSF) (Score)

(Same as above.)

(Same as above.)

1064-01-PO Portfolio Capital Renewal Index EN – Enterprise ES – Environmental OP - Operations


1064-01-PO-S Portfolio Capital Renewal Index (Score)

OP - Operations




Metric Category


1065-01-FI Financial Security Costs / Area Maintained (USD / RSF)

OP - Operations


1065-01-FI-S Financial Security Costs / Area Maintained (USD / RSF) (Score)

(Same as above.)

(Same as above.)

1066-01-FI Financial Total Workplace Cost of Operations / Total Business Revenue (%)

EN – Enterprise


1066-01-FI-S Financial Total Workplace Cost of Operations / Total Business Revenue (%) (Score)

(Same as above.)

(Same as above.)

1067-01-FI Financial Total Workplace Cost of Operations / Total Business Operating Expenses (%)

EN – Enterprise


1067-01-FI-S Financial Total Workplace Cost of Operations / Total Business Operating Expenses (%) (Score)

(Same as above.)

(Same as above.)

1068-01-FI Financial Move Cost (USD / Person) FA - Facilities PR - Projects

FA1 – FA Manager FA3 – Move Planner PR1 – PR Executive PR2 – PR Manager

1068-01-FI-S Financial Move Cost (USD / Person) (Score)

(Same as above.)

(Same as above.)

1069-01-PO Portfolio Density (SF / Workpoint) FA - Facilities FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner

1069-01-PO-S Portfolio Density (SF / Workpoint) (Score)

(Same as above.)

(Same as above.)

1070-01-PO Portfolio Space Class Breakdown (SF) FA - Facilities FA1 – FA Manager FA2 – Space Planner

1071-01-OP Operational Churn Rate (%) FA - Facilities FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner

1072-01-OP Operational Mobility Space Rate (%) FA - Facilities FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner

1072-01-OP-S Operational Mobility Space Rate (%) (Score)

(Same as above.)

(Same as above.)



Metric Category


1073-01-PO Portfolio Workpoint Utilization Rate (%)

FA - Facilities FA1 – FA Manager FA2 – Space Planner FA3 – Move Planner

1073-01-PO-S Portfolio Workpoint Utilization Rate (%) (Score)

(Same as above.)

(Same as above.)

1074-01-PO Portfolio Occupancy Rate (%) EN – Enterprise FA - Facilities

EN1 – Workplace Executive FA1 – FA Manager FA2 – Space Planner

1074-01-PO-S Portfolio Occupancy Rate (%) (Score) (Same as above.)

(Same as above.)

1075-01-PO Portfolio Density (SF / Person) FA - Facilities FA1 – FA Manager FA2 – Space Planner

1075-01-PO-S Portfolio Density (SF / Person) (Score)

(Same as above.)

(Same as above.)

1076-01-PO Portfolio Worker / Workpoint Utilization Rate (%)

FA - Facilities FA1 – FA Manager FA2 – Space Planner

1076-01-PO-S Portfolio Worker / Workpoint Utilization Rate (%) (Score)

(Same as above.)

(Same as above.)

1077-01-OP Operational Mobility Worker Rate (%) FA - Facilities FA1 – FA Manager FA2 – Space Planner

1077-01-OP-S Operational Mobility Worker Rate (%) (Score)

(Same as above.)

(Same as above.)

1078-01-FI-S Financial Change orders to Contract (Score)

PR - Projects PR2 – PR Manager PR3 – PR Team Member

1079-01-OP-S Operational Contract On-Time Completion Rate (Score)


1080-01-FI-S Financial Percent Project Over Budget (%) (Score)

EN – Enterprise PR - Projects

EN1 – Workplace Executive PR1 – PR Executive PR2 – PR Manager

1081-01-FI Financial Current Budget to Forecast PR - Projects PR1 – PR Executive PR2 – PR Manager

1082-01-FI Financial Original Budget to Forecast PR - Projects PR1 – PR Executive PR2 – PR Manager

1083-01-FI Financial My Project Budget PR - Projects PR2 – PR Manager

1084-01-FI Financial New Construction Cost / Area (USD / GSF)

PR - Projects PR1 – PR Executive PR2 – PR Manager

1085-01-FI Financial New Construction Cost / Area (USD / USF)




Metric Category


1086-01-FI Financial Renovation Cost / Area (USD / GSF)


1087-01-FI Financial Renovation Cost / Area (USD / USF)


1088-01-FI Financial Change Orders to Budget PR - Projects PR2 – PR Manager PR3 – PR Team Member

1089-01-OP-S Operational Percent Project Over Schedule (%) (Score)

EN – Enterprise PR - Projects

EN1 – Workplace Executive (Long) PR1 – PR Executive PR2 – PR Manager PR3 – PR Team Member

1090-01-OP Operational Project Schedule Variance PR - Projects PR1 – PR Executive PR2 – PR Manager PR3 – PR Team Member

1091-01-OP-S Operational Project On-Time Completion Rate (Score)


1092-01-OP Operational Percent RFI Overdue (%) PR - Projects PR2 – PR Manager PR3 – PR Team Member

1093-01-OP Operational RFI Response Time PR - Projects PR2 – PR Manager PR3 – PR Team Member

1101-01-ES Environmental Energy Use ES – Environmental

ES1 – ES Manager

1102-01-FI Financial Energy Cost (USD) ES – Environmental OP – Operations

ES1 – ES Manager OP1 – OP Executive OP2 – Service Manager



Metric Category


1103-01-ES Environmental Energy Use Intensity (kilowatt-hours / GSF)

EN – Enterprise ES – Environmental FA – Facilities OP – Operations RE – Real Estate

EN1 – Workplace Executive ES1 – ES Manager FA1 – Facility Manager OP1 – OP Executive OP2 – Service Manager OP4 – Condition Assessment Manager OP5 – Service Technician RE1 – RE Executive RE2 – RE Transaction Manager

1103-01-ES-S Environmental Energy Use Intensity (kilowatt-hours / GSF) (Score)

(Same as above.)

(Same as above.)

1103-02-ES Environmental Energy Use Intensity (megajoules / GSF)

EN – Enterprise ES – Environmental FA – Facilities OP – Operations RE – Real Estate

EN1 – Workplace Executive ES1 – ES Manager FA1 – Facility Manager OP1 – OP Executive OP2 – Service Manager OP4 – Condition Assessment Manager OP5 – Service Technician RE1 – RE Executive RE2 – RE Transaction Manager

1103-02-ES-S Environmental Energy Use Intensity (megajoules / GSF) (Score)

(Same as above.)

(Same as above.)

1104-01-ES Environmental Energy Use by Cooling Degree Day (kilowatt-hours)

ES – Environmental

ES1 – ES Manager

1104-01-ES-S Environmental Energy Use by Cooling Degree Day (kilowatt-hours) (Score)

(Same as above.)

(Same as above.)

1105-01-ES Environmental Energy Use Intensity per Occupant


ES1 – ES Manager

1105-01-ES-S Environmental Energy Use Intensity per Occupant (Score)

(Same as above.)

(Same as above.)



Metric Category


1105-02-ES Environmental Energy Use Intensity per Occupant


ES1 – ES Manager

1105-02-ES-S Environmental Energy Use Intensity per Occupant (Score)

(Same as above.)

(Same as above.)

1106-01-ES Environmental Emissions (Carbon) (US Tons CO2)


ES1 – ES Manager

1107-01-ES Environmental Emissions (Carbon) Intensity (lbs CO2 / GSF)

EN – Enterprise ES – Environmental FA – Facilities RE – Real Estate OP – Operations

EN1 – Workplace Executive ES1 – ES Manager FA1 – Facility Manager RE1 – RE Executive RE2 – RE Transaction Manager OP1 – OP Executive OP2 – Service Manager OP4 – Condition Assessment Manager OP5 – Service Technician

1107-01-ES-S Environmental Emissions (Carbon) Intensity (lbs CO2 / GSF) (Score)

(Same as above.)

(Same as above.)

1108-01-ES Environmental Emissions (Carbon) Intensity per Occupant (lbs CO2)


ES1 – ES Manager

1108-01-ES-S Environmental Emissions (Carbon) Intensity per Occupant (lbs CO2) (Score)

(Same as above.)

(Same as above.)

1109-01-ES Environmental Water Use ES – Environmental

ES1 – ES Manager

1110-01-ES Environmental Water Use Intensity (CF / GSF)


ES1 – ES Manager

1110-01-ES-S Environmental Water Use Intensity (CF / GSF) (Score)

(Same as above.)

(Same as above.)

1111-01-ES Environmental Water Use Intensity per Occupant (CF)


ES1 – ES Manager

1111-01-ES-S Environmental Water Use Intensity per Occupant (CF) (Score)

(Same as above.)

(Same as above.)

1112-01-ES Environmental Solid Waste ES – Environmental

ES1 – ES Manager

1113-01-ES Environmental Solid Waste Recovery (%) ES – Environmental

ES1 – ES Manager

1113-01-ES-S Environmental Solid Waste Recovery (%) (Score)

(Same as above.)

(Same as above.)



Metric Category


1114-01-CU Customer Environmental Evaluation Survey (%)


ES1 – ES Manager

1114-01-CU-S Customer Environmental Evaluation Survey (%) (Score)

(Same as above.)

(Same as above.)

1115-01-PO Portfolio Green Condition Index ES – Environmental

ES1 – ES Manager

1115-01-PO-S Portfolio Green Condition Index (Score)

(Same as above.)

(Same as above.)

1116-01-ES Environmental Emissions to Air (lbs-mass) ES – Environmental

ES1 – ES Manager

1117-01-ES Environmental Emissions to Air Intensity (kilograms / GSF)

ES – Environmental FA – Facilities RE – Real Estate OP – Operations

ES1 – ES Manager FA1 – Facility Manager RE1 – RE Executive RE2 – RE Transaction Manager OP1 – OP Executive OP2 – Service Manager OP4 – Condition Assessment Manager

1117-01-ES-S Environmental Emissions to Air Intensity (kilograms / GSF) (Score)

(Same as above.)

(Same as above.)

1118-01-FI Financial Revenue / Carbon Emissions (USD / Tons CO2)

EN – Enterprise ES – Environmental

EN1 – Workplace Executive ES1 – ES Manager

1118-01-FI-S Financial Revenue / Carbon Emissions (USD / Tons CO2) (Score)

(Same as above.)

(Same as above.)

1119-01-FI Financial Total Cost of Operations / Carbon Emissions (USD / Tons CO2)

EN – Enterprise ES – Environmental

EN1 – Workplace Executive ES1 – ES Manager

1119-01-FI-S Financial Total Cost of Operations / Carbon Emissions (USD / Tons CO2) (Score)

(Same as above.)

(Same as above.)

1120-01-ES Environmental Environmental Project Efficiency Ratio (USD / Tons CO2)


ES1 – ES Manager

1120-01-ES-S Environmental Environmental Project Efficiency Ratio (USD / Tons CO2) (Score)

(Same as above.)

(Same as above.)

1121-01-ES Environmental Environmental Checklist Rating (%)


ES1 – ES Manager



Metric Category


1121-01-ES-S Environmental Environmental Checklist Rating (%) (Score)

(Same as above.)

(Same as above.)

1122-01-ES Environmental Environmental Opportunity Analysis

ES – Environmental FA – Facilities OP – Operations

ES1 – ES Manager FA1 – Facility Manager OP2 – Service Manager OP4 – Condition Assessment Manager

1123-01-FI Financial Energy Cost Ratio (%) EN - Enterprise ES – Environmental OP – Operations RE - Real Estate

EN1 – Workplace Executive ES1 – ES Manager OP1 – OP Executive RE1 – RE Executive

1123-01-FI-S Financial Energy Cost Ratio (%) (Score)

(Same as above.)

(Same as above.)

1124-01-ES Environmental Renewable Energy Ratio (%) EN – Enterprise ES – Environmental OP – Operations

EN1 – Workplace Executive ES1 – ES Manager OP1 – OP Executive

1124-01-ES-S Environmental Renewable Energy Ratio (%) (Score)

(Same as above.)

(Same as above.)

1125-01-ES Environmental Energy Use by Degree Day Total (kilowatt-hours)


ES1 – ES Manager

1125-01-ES-S Environmental Energy Use by Degree Day Total (kilowatt-hours) (Score)

(Same as above.)

(Same as above.)

1126-01-ES Environmental Energy Use by Heating Degree Day (kilowatt-hours)


ES1 – ES Manager

1126-01-ES-S Environmental Energy Use by Heating Degree Day (kilowatt-hours) (Score)

(Same as above.)

(Same as above.)


Metric ID and Related Reports The following abbreviations represent IBM TRIRIGA’s Workplace Performance Management products:



Metric Category Products Related Report ID

Related Report Name

1001-01-PO-S Portfolio RE - Real Estate 2033-01-R 2034-01-R

RE Contract Vacancy by Organization RE Contract Vacancy by RE Contract Type

1001-02-FI Financial RE - Real Estate N/A N/A

1002-01-FI Financial RE - Real Estate 2001-01-R Cost Code Summary

1003-01-FI Financial RE - Real Estate 2001-01-R Cost Code Summary

1004-01-FI Financial RE - Real Estate 2038-01-R 2039-01-R

RE Costs by Organization RE Costs by RE Contract Type


Cost per Seat by Organization Cost per Seat by RE Contract Type


Vacancy Cost by Organization Vacancy Cost by RE Contract Type


RE Contract Headcount by Organization RE Contract Headcount by RE Contract Type


Seats per Person by Organization Seats per Person by RE Contract Type


Seat Occupancy % by Organization Seat Occupancy % by RE Contract Type

1010-01-PO Portfolio EN – Enterprise FA – Facilities RE - Real Estate

N/A N/A




Related Report Name


RE Contract Utilization – Space Use Agreements by Organization RE Contract Utilization – Space Use Agreements by RE Contract Type

1012-01-OP Operational RE - Real Estate 2073-01-R % Implementation Plan Savings Progress

1013-01-OP Operational RE - Real Estate 2061-01-R 2062-01-R 2063-01-R 2064-01-R

% On-time Payment (My RE Contracts) by Organization % On-time Payment (My RE Contracts) by RE Contract % On-time Payment (My RE Contracts) by RE Contract Type % On-time Payment (My RE Contracts) by Payment Type

1014-01-OP Operational RE - Real Estate 2069-01-R 2070-01-R 2072-01-R

Average Days Outstanding by Organization Average Days Outstanding by RE Contract Average Days Outstanding by Payment Type

1015-01-OP Operational RE - Real Estate 2066-01-R % Savings from Audits by RE Contract

1016-01-OP-S Operational RE - Real Estate 2052-01-R Overall Transaction Score by Portfolio Mgr

1017-01-OP-S Operational RE - Real Estate 2048-01-R 2049-01-R

% On-time Delivery by Portfolio Manager % On-time Delivery by Project Type

1018-01-OP-S Operational RE - Real Estate 2052-01-R Overall Transaction Score by Portfolio Mgr

1019-01-OP-S Operational RE - Real Estate 2048-01-R 2049-01-R

% On-time Delivery by Portfolio Manager % On-time Delivery by Project Type

1020-01-OP Operational RE - Real Estate 2058-01-R My Average Transaction Cycle Time by Project Type

1021-01-OP-S Operational RE - Real Estate 2055-01-R 2056-01-R 2057-01-R

% On-time Completion (My Tasks) by Project % On-time Completion (My Tasks) by Project Type % On-time Completion (My Tasks) by Task Type




Related Report Name

1022-01-OP Operational RE - Real Estate 2053-01-R Revenue Weeks to Target by Portfolio Mgr

1023-01-PO Portfolio EN – Enterprise ES – Environmental OP - Operations

2011-01-R Condition Indicators

1023-01-PO-S Portfolio (Same as above.)

1024-01-OP Operational OP - Operations 2010-01-R Contact Center Communication

1025-01-OP Operational OP - Operations 2009-01-R Time Card Summary

1025-01-OP-S Operational (Same as above.)

1026-01-OP Operational OP - Operations 2009-01-R Time Card Summary


1027-01-OP Operational EN – Enterprise OP - Operations

2009-01-R Time Card Summary


1028-01-CU Customer EN – Enterprise 2008-01-R Service Survey Listing

1028-01-CU-S Customer (Same as above.)

1029-01-CU Customer OP - Operations 2008-01-R Service Survey Listing


1030-01-CU Customer EN – Enterprise OP - Operations

2008-01-R Service Survey Listing

1030-01-CU-S Customer (Same as above)

1031-01-CU Customer EN – Enterprise FA - Facilities

2008-01-R Service Survey Listing


1032-01-CU-S Customer EN – Enterprise RE – Real Estate

2050-01-R Overall Customer Satisfaction by Portfolio Manager

1033-01-CU-S Customer EN – Enterprise RE – Real Estate

2051-01-R Overall Customer Satisfaction by Preferred Provider

1034-01-CU-S Customer RE – Real Estate 2051-01-R Overall Customer Satisfaction by Preferred Provider

1035-01-OP Operational OP - Operations 2006-01-R 2007-01-R

Service Task Listing by Responsible Org Service Task Listing by Building



Service Task Cost Analysis by Request Class Service Task Cost Analysis by Building





Related Report Name


Service Task Analysis by Request Class Service Task Analysis by Building





1039-01-AR Analysis Report OP - Operations 2004-01-R 2005-01-R


1040-01-OP Operational EN – Enterprise FA - Facilities OP - Operations PR - Projects

2006-01-R 2007-01-R









1043-01-OP Operational EN – Enterprise FA - Facilities OP - Operations PR - Projects

2006-01-R 2007-01-R




Service Task Analysis by Request Class Service Task Analysis by Building








Related Report Name

1047-01-AR Analysis Report OP - Operations 2009-01-R Time Card Summary

1048-01-FI Financial EN – Enterprise FA - Facilities OP - Operations

2001-01-R 2024-01-R 2025-01-R 2026-01-R

Cost Code Summary Building Summary – Imperial Building Summary – Metric Building Summary

1049-01-FI Financial EN – Enterprise ES – Environmental FA - Facilities OP - Operations

2001-01-R 2024-01-R 2025-01-R 2026-01-R 2077-01-R

Cost Code Summary Building Summary – Imperial Building Summary – Metric Building Summary Organization Financial Summary


2001-01-R 2024-01-R 2025-01-R 2026-01-R


1051-01-FI Financial EN – Enterprise ES – Environmental FA - Facilities OP - Operations

2001-01-R 2024-01-R 2025-01-R 2026-01-R 2077-01-R



2001-01-R 2024-01-R 2025-01-R 2026-01-R


1052-01-FI-S Financial (Same as above.)

1053-01-FI Financial FA - Facilities OP - Operations

2001-01-R 2024-01-R 2025-01-R 2026-01-R




2001-01-R 2024-01-R 2025-01-R 2026-01-R



2001-01-R 2024-01-R 2025-01-R 2026-01-R






Related Report Name


2001-01-R 2024-01-R 2025-01-R 2026-01-R




2001-01-R 2024-01-R 2025-01-R 2026-01-R


1058-01-FI Financial FA - Facilities OP - Operations PR - Projects

2001-01-R 2024-01-R 2025-01-R 2026-01-R 2003-01-R 2027-01-R

Cost Code Summary Building Summary – Imperial Building Summary – Metric Building Summary Service Task Analysis by Building Move Log Summary


1059-01-FI Financial EN – Enterprise ES – Environmental OP - Operations

2001-01-R 2024-01-R 2025-01-R 2026-01-R 2077-01-R



1060-01-FI Financial OP - Operations 2001-01-R Cost Code Summary








1064-01-PO Portfolio EN – Enterprise ES – Environmental OP - Operations

2001-01-R 2024-01-R 2025-01-R 2026-01-R 2077-01-R






Related Report Name

1065-01-FI Financial OP - Operations 2001-01-R 2024-01-R 2025-01-R 2026-01-R



1066-01-FI Financial EN – Enterprise 2001-01-R Cost Code Summary


1067-01-FI Financial EN – Enterprise 2001-01-R Cost Code Summary


1068-01-FI Financial FA - Facilities PR - Projects

2001-01-R 2024-01-R 2025-01-R 2026-01-R 2003-01-R 2027-01-R

Cost Code Summary Building Summary – Imperial Building Summary – Metric Building Summary Service Task Analysis by Building Move Log Summary


1069-01-PO Portfolio FA - Facilities 2024-01-R 2025-01-R 2026-01-R 2028-01-R 2029-01-R 2030-01-R 2031-01-R

Building Summary – Imperial Building Summary – Metric Building Summary Worker Type Summary by Bldg/Floor Worker Type Summary by Org/Bldg Vacancy – Non-Allocated Space Space Capacity


1070-01-PO Portfolio FA - Facilities 2032-01-R Space Class Summary

1071-01-OP Operational FA - Facilities 2003-01-R 2005-01-R 2027-01-R

Service Task Analysis by Building Service Task Cost Analysis by Building Move Log Summary


Worker Type Summary by Bldg/Floor Worker Type Summary by Org/Bldg Space Class Summary





Related Report Name




1074-01-PO Portfolio EN – Enterprise FA - Facilities

2024-01-R 2025-01-R 2026-01-R 2028-01-R 2029-01-R 2030-01-R 2031-01-R












Related Report Name


Worker Type Summary by Bldg/Floor Worker Type Summary by Org/Bldg Space Class Summary


1078-01-FI-S Financial PR - Projects 2018-01-R (Change Order Report 1)

1079-01-OP-S Operational PR - Projects 2023-01-R (Contract Report 1)

1080-01-FI-S Financial EN – Enterprise PR - Projects

2012-01-R Percent Projects over Budget

1081-01-FI Financial PR - Projects 2013-01-R Current Budget to Forecast

1082-01-FI Financial PR - Projects 2013-01-R Original Budget to Forecast

1083-01-FI Financial PR - Projects 2014-01-R My Project Budget

1084-01-FI Financial PR - Projects 2015-01-R New Construction Cost (USD/GSF)

1085-01-FI Financial PR - Projects 2015-01-R New Construction Cost (USD/USF)

1086-01-FI Financial PR - Projects 2016-01-R Renovation Cost (USD/GSF)

1087-01-FI Financial PR - Projects 2016-01-R Renovation Cost (USD/USF)

1088-01-FI Financial PR - Projects 2017-01-R Change Orders to Budget

1089-01-OP-S Operational EN – Enterprise PR - Projects

2019-01-R Percent Project over Schedule

1090-01-OP Operational PR - Projects 2020-01-R Project Schedule Variance

1091-01-OP-S Operational PR - Projects 2022-01-R Project On-Time Completion Rate

1092-01-OP Operational PR - Projects 2021-01-R RFI Response Time

1093-01-OP Operational PR - Projects 2021-01-R Percent RFI Overdue

1101-01-ES Environmental ES – Environmental

2024-01-R 2025-01-R

Building Summary – Imperial Building Summary - Metric

1102-01-FI Financial ES – Environmental OP – Operations

2024-01-R 2025-01-R


1103-01-ES Environmental EN - Enterprise ES – Environmental FA – Facilities OP – Operations RE – Real Estate

2024-01-R 2025-01-R


1103-01-ES-S Environmental (Same as above.)




Related Report Name


2024-01-R 2025-01-R




2024-01-R 2025-01-R




2024-01-R 2025-01-R




2024-01-R 2025-01-R




2024-01-R 2025-01-R



2024-01-R 2025-01-R




2024-01-R 2025-01-R




2024-01-R 2025-01-R



2024-01-R 2025-01-R




2024-01-R 2025-01-R




2024-01-R 2025-01-R



2024-01-R 2025-01-R






Related Report Name

1114-01-CU Customer ES – Environmental

1114-01-CU-S Customer

(Same as above.)

1115-01-PO Portfolio


2024-01-R 2025-01-R


1115-01-PO-S Portfolio

(Same as above.)


2024-01-R 2025-01-R


1117-01-ES Environmental ES – Environmental OP – Operations RE – Real Estate

2024-01-R 2025-01-R



1118-01-FI Financial EN - Enterprise ES – Environmental

2024-01-R 2025-01-R



1119-01-FI Financial ES – Environmental

2024-01-R 2025-01-R



1120-01-ES Environmental


2024-01-R 2025-01-R 2079-01-R

Building Summary – Imperial Building Summary – Metric Project Summary

1120-01-ES-S Environmental

(Same as above.)


2024-01-R 2025-01-R 2078-01-R

Building Summary – Imperial Building Summary – Metric Checklist Items


1122-01-ES Environmental ES – Environmental OP – Operations

2024-01-R 2025-01-R


1123-01-FI Financial EN - Enterprise ES – Environmental OP – Operations RE – Real Estate

2024-01-R 2025-01-R






Related Report Name

1124-01-ES Environmental EN - Enterprise ES – Environmental OP – Operations

2024-01-R 2025-01-R




2024-01-R 2025-01-R




2024-01-R 2025-01-R




Related Report ID and Metric ID The following abbreviations represent IBM TRIRIGA’s Workplace Performance Management products:


Related Report ID

Related Report Name Metric ID (Score Suffix)

Metric Category

Products

2001-01-R Cost Code Summary 1002-01-FI 1003-01-FI 1048-01-FI 1049-01-FI 1050-01-FI 1051-01-FI 1052-01-FI (-S) 1053-01-FI (-S) 1054-01-FI 1055-01-FI (-S) 1056-01-FI (-S) 1057-01-FI 1058-01-FI (-S) 1059-01-FI (-S) 1060-01-FI (-S) 1061-01-FI (-S) 1062-01-FI (-S) 1063-01-FI (-S) 1065-01-FI (-S) 1066-01-FI (-S) 1067-01-FI (-S) 1068-01-FI (-S)

Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial

RE RE EN, FA, OP EN, ES, FA, OP EN, FA, OP EN, ES, FA, OP EN, FA, OP FA, OP FA, OP EN, FA, OP FA, OP FA, OP FA, OP, PR EN, ES, OP OP OP OP OP OP EN EN FA, PR

2002-01-R Service Task Analysis by Request Class

1037-01-OP (-S) 1044-01-AR

Operational Analysis Report

OP OP

2003-01-R Service Task Analysis by Building 1037-01-OP (-S) 1044-01-AR 1058-01-FI (-S) 1068-01-FI (-S) 1071-01-OP (-S)

Operational Analysis Report Financial Financial Operational

OP – OP FA, OP, PR FA, PR FA


Related Report ID


Metric Category

Products

2004-01-R Service Task Cost Analysis by Request Class

1036-01-OP (-S) 1039-01-AR 1045-01-AR 1046-01-OP

Operational Analysis Report Analysis Report Operational

OP OP OP OP

2005-01-R Service Task Cost Analysis by Building

1036-01-OP (-S) 1039-01-AR 1045-01-AR 1046-01-OP 1071-01-OP (-S)

Operational Analysis Report Analysis Report Operational Operational

OP OP OP OP FA

2006-01-R Service Task Listing by Responsible Org

1035-01-OP (-S) 1038-01-OP (-S) 1040-01-OP (-S) 1041-01-OP (-S) 1042-01-OP (-S) 1043-01-OP (-S)

Operational Operational Operational Operational Operational Operational

OP OP EN, FA, OP, PR OP OP EN, FA, OP, PR

2007-01-R Service Task Listing by Building 1035-01-OP (-S) 1038-01-OP (-S) 1040-01-OP (-S) 1041-01-OP (-S) 1042-01-OP (-S) 1043-01-OP (-S)

Operational Operational Operational Operational Operational Operational

OP OP EN, FA, OP, PR OP O EN, FA, OP, PR

2008-01-R Service Survey Listing 1028-01-CU (-S) 1029-01-CU (-S) 1030-01-CU (-S) 1031-01-CU (-S)

Customer Customer Customer Customer

EN OP EN, OP EN, FA

2009-01-R Time Card Summary 1025-01-OP (-S) 1026-01-OP (-S) 1027-01-OP (-S) 1047-01-AR

Operational Operational Operational Analysis Report

OP OP EN, OP OP

2010-01-R Contact Center Communication 1024-01-OP Operational OP

2011-01-R Condition Indicators 1023-01-PO (-S) 1064-01-PO 1064-01-PO-S

Portfolio Portfolio Portfolio

EN, OP EN, OP OP

2012-01-R Percent Projects over Budget 1080-01-FI-S Financial EN, PR

2013-01-R Current Budget to Forecast, Original Budget to Forecast

1081-01-FI 1082-01-FI

Financial Financial

PR PR

2014-01-R My Project Budget 1083-01-FI Financial PR

2015-01-R New Construction Cost 1084-01-FI 1085-01-FI

Financial Financial

PR PR

2016-01-R Renovation Cost 1086-01-FI 1087-01-FI

Financial Financial

PR PR

2017-01-R Change Orders to Budget 1088-01-FI Financial PR


Related Report ID


Metric Category

Products

2018-01-R Change Orders to Contract 1078-01-FI-S Financial PR

2019-01-R Percent Projects over Schedule 1089-01-OP-S Operational EN, PR

2020-01-R Project Schedule Variance 1090-01-OP Operational PR

2021-01-R RFI Response Time, Percent RFI Overdue

1092-01-OP 1093-01-OP

Operational Operational

PR PR

2022-01-R Project On-Time Completion Rate

1091-01-OP-S Operational PR

2023-01-R Contract On-Time Completion Rate

1079-01-OP-S Operational PR


Related Report ID


Metric Category

Products

2024-01-R Building Summary – Imperial 1048-01-FI 1049-01-FI 1050-01-FI 1051-01-FI 1052-01-FI (-S) 1053-01-FI (-S) 1054-01-FI 1055-01-FI (-S) 1056-01-FI (-S) 1057-01-FI 1058-01-FI (-S) 1059-01-FI (-S) 1065-01-FI (-S) 1068-01-FI (-S) 1069-01-PO (-S) 1073-01-PO (-S) 1074-01-PO (-S) 1075-01-PO (-S) 1076-01-PO (-S) 1101-01-ES 1102-01-FI 1103-01-ES (-S) 1103-02-ES (-S) 1104-01-ES (-S) 1105-01-ES (-S) 1106-01-ES 1107-01-ES (-S) 1108-01-ES (-S) 1109-01-ES 1110-01-ES (-S) 1111-01-ES (-S) 1112-01-ES 1113-01-ES (-S) 1115-01-PO (-S) 1116-01-ES 1117-01-ES (-S) 1118-01-FI (-S) 1119-01-FI (-S) 1120-01-ES (-S) 1121-01-ES (-S) 1122-01-ES 1123-01-FI (-S) 1124-01-ES (-S) 1125-01-ES (-S) 1126-01-ES (-S)

Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Portfolio Portfolio Portfolio Portfolio Portfolio Environmental Financial Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Portfolio Environmental Environmental Financial Financial Financial Environmental Environmental Financial Environmental Environmental Environmental

EN, FA, OP EN, ES, FA, OP EN, FA, OP EN, ES, FA, OP EN, FA, OP FA, OP FA, OP EN, FA, OP FA, OP FA, OP FA, OP, PR EN, ES, OP OP FA, PR FA FA EN, FA FA FA ES ES, OP EN,ES,FA,OP,RE EN,ES,FA,OP,RE ES ES ES EN,ES,FA,OP,RE ES ES ES ES ES ES ES ES ES, OP, RE EN, ES ES ES ES ES EN, ES, OP, RE EN, ES, OP ES ES


Related Report ID


Metric Category

Products

2025-01-R Building Summary – Metric 1048-01-FI 1049-01-FI 1050-01-FI 1051-01-FI 1052-01-FI (-S) 1053-01-FI (-S) 1054-01-FI 1055-01-FI (-S) 1056-01-FI (-S) 1057-01-FI 1058-01-FI (-S) 1059-01-FI (-S) 1065-01-FI (-S) 1068-01-FI (-S) 1069-01-PO (-S) 1073-01-PO (-S) 1074-01-PO (-S) 1075-01-PO (-S) 1076-01-PO (-S) 1101-01-ES 1102-01-FI 1103-01-ES (-S) 1103-02-ES (-S) 1104-01-ES (-S) 1105-01-ES (-S) 1106-01-ES 1107-01-ES (-S) 1108-01-ES (-S) 1109-01-ES 1110-01-ES (-S) 1111-01-ES (-S) 1112-01-ES 1113-01-ES (-S) 1115-01-PO (-S) 1116-01-ES 1117-01-ES (-S) 1118-01-FI (-S) 1119-01-FI (-S) 1120-01-ES (-S) 1121-01-ES (-S) 1122-01-ES 1123-01-FI (-S) 1124-01-ES (-S) 1125-01-ES (-S) 1126-01-ES (-S)

Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Portfolio Portfolio Portfolio Portfolio Portfolio Environmental Financial Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Environmental Portfolio Environmental Environmental Financial Financial Financial Environmental Environmental Financial Environmental Environmental Environmental

EN, FA, OP EN, ES, FA, OP EN, FA, OP EN, ES, FA, OP EN, FA, OP FA, OP FA, OP EN, FA, OP FA, OP FA, OP FA, OP, PR EN, ES, OP OP FA, PR FA FA EN, FA FA FA ES ES, OP EN,ES,FA,OP,RE EN,ES,FA,OP,RE ES ES ES EN,ES,FA,OP,RE ES ES ES ES ES ES ES ES ES, OP, RE EN, ES ES ES ES ES EN, ES, OP, RE EN, ES, OP ES ES


Related Report ID


Metric Category

Products

2026-01-R Building Summary 1048-01-FI 1049-01-FI 1050-01-FI 1051-01-FI 1052-01-FI (-S) 1053-01-FI (-S) 1054-01-FI 1055-01-FI (-S) 1056-01-FI (-S) 1057-01-FI 1058-01-FI (-S) 1059-01-FI (-S) 1065-01-FI (-S) 1068-01-FI (-S) 1069-01-PO (-S) 1073-01-PO (-S) 1074-01-PO (-S) 1075-01-PO (-S) 1076-01-PO (-S)

Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Financial Portfolio Portfolio Portfolio Portfolio Portfolio

EN, FA, OP EN, ES, FA, OP EN, FA, OP EN, ES, FA, OP EN, FA, OP FA, OP FA, OP EN, FA, OP FA, OP FA, OP FA, OP, PR EN, ES, OP OP FA, PR FA FA EN, FA FA FA

2027-01-R Move Log Summary 1058-01-FI (-S) 1068-01-FI (-S) 1071-01-OP (-S)

Financial Financial Operational

FA, OP, PR FA, PR FA

2028-01-R Worker Type Summary by Bldg/Floor

1069-01-PO (-S) 1072-01-OP (-S) 1077-01-OP (-S) 1073-01-PO (-S) 1074-01-PO (-S) 1075-01-PO (-S) 1076-01-PO (-S)

Portfolio Operational Operational Portfolio Portfolio Portfolio Portfolio

FA FA FA FA EN, FA FA FA

2029-01-R Worker Type Summary by Organization/Building

1069-01-PO (-S) 1072-01-OP (-S) 1077-01-OP (-S) 1073-01-PO (-S) 1074-01-PO (-S) 1075-01-PO (-S) 1076-01-PO (-S)

Portfolio Operational Operational Portfolio Portfolio Portfolio Portfolio

FA FA FA FA EN, FA FA FA

2030-01-R Vacancy – Non-Allocated Space 1069-01-PO (-S) 1073-01-PO (-S) 1074-01-PO (-S) 1075-01-PO (-S) 1076-01-PO (-S)

Portfolio Portfolio Portfolio Portfolio Portfolio

FA FA EN, FA FA FA


Related Report ID


Metric Category

Products

2031-01-R Space Capacity 1069-01-PO (-S) 1073-01-PO (-S) 1074-01-PO (-S) 1075-01-PO (-S) 1076-01-PO (-S)

Portfolio Portfolio Portfolio Portfolio Portfolio

FA FA EN, FA FA FA

2032-01-R Space Class Summary 1070-01-PO 1072-01-OP (-S) 1077-01-OP (-S)

Portfolio Operational Operational

FA FA FA

2033-01-R RE Contract Vacancy by Organization

1001-01-PO-S Portfolio RE

2034-01-R RE Contract Vacancy by RE Contract Type


2036-01-R RE Contract Headcount by Organization


2037-01-R RE Contract Headcount by RE Contract Type


2038-01-R RE Costs by Organization 1004-01-FI Financial RE

2039-01-R RE Costs by RE Contract Type 1004-01-FI Financial RE

2040-01-R Seats per Person by Organization 1008-01-PO-S Portfolio RE

2041-01-R Seats per Person by RE Contract Type


2042-01-R Cost per Seat by Organization 1005-01-FI Financial RE

2043-01-R Cost per Seat by RE Contract Type

1005-01-FI Financial RE

2044-01-R Seat Occupancy % by Organization


2045-01-R Seat Occupancy % by RE Contract Type


2046-01-R Vacancy Cost by Organization 1006-01-FI Financial RE

2047-01-R Vacancy Cost by RE Contract Type

1006-01-FI Financial RE

2048-01-R % On-time Delivery by Portfolio Manager

1017-01-OP-S 1019-01-OP-S


RE RE

2049-01-R % On-time Delivery by Project Type

1017-01-OP-S 1019-01-OP-S


RE RE

2050-01-R Overall Customer Satisfaction by Portfolio Manager

1032-01-CU-S Customer EN, RE

2051-01-R Overall Customer Satisfaction by Preferred Provider

1033-01-CU-S 1034-01-CU-S

Customer Customer

EN, RE RE

2052-01-R Overall Transaction Score by Portfolio Mgr

1016-01-OP-S 1018-01-OP-S


RE RE

2053-01-R Revenue Weeks to Target by Portfolio Mgr

1022-01-OP Operational RE


Related Report ID


Metric Category

Products

2055-01-R % On-time Completion (My Tasks) by Project

1021-01-OP-S Operational RE

2056-01-R % On-time Completion (My Tasks) by Project Type


2057-01-R % On-time Completion (My Tasks) by Task Type


2058-01-R My Average Transaction Cycle Time by Project Type


2059-01-R RE Contract Utilization – Space Use Agreements by Organization


2060-01-R RE Contract Utilization – Space Use Agreements by RE Contract Type


2061-01-R % On-time Payment (My RE Contracts) by Organization


2062-01-R % On-time Payment (My RE Contracts) by RE Contract


2063-01-R % On-time Payment (My RE Contracts) by RE Contract Type


2064-01-R % On-time Payment (My RE Contracts) by Payment Type


2066-01-R % Savings from Audits by RE Contract


2069-01-R Average Days Outstanding by Organization


2070-01-R Average Days Outstanding by RE Contract


2072-01-R Average Days Outstanding by Payment Type


2073-01-R % Implementation Plan Savings Progress


2075-01-R Cost per Area – Owned 1002-01-FI Financial RE

2076-01-R Cost per Area - Leased 1003-01-FI Financial RE

2077-01-R Organization Financial Summary 1049-01-FI 1051-01-FI 1059-01-FI (-S)

Financial Financial Financial

EN, ES, FA, OP EN, ES, FA, OP EN, ES, OP

2078-01-R Checklist Items 1121-01-ES (-S) Environmental ES

2079-01-R Project Summary 1120-01-ES (-S) Financial ES


6. Appendix B – User Roles and Portals

Home Portals This appendix describes each of the Home portals and corresponding user roles delivered with the Workplace Performance Management and IBM TRIRIGA Real Estate Environmental Sustainability products. Your Application Administrator may have tailored your Home portal to align with your company’s processes. Therefore, your portal may differ from those described in this section.

For descriptions of the user roles, go to the IBM TRIRIGA 10 Information Center and select Getting started > Default user roles.

In this appendix, the following abbreviations represent IBM TRIRIGA’s Workplace Performance Management products:


Enterprise Roles and Portals The Workplace Performance Management Enterprise Portal includes a Workplace Performance Management portal configuration for Executive-level user roles:

Workplace Executive Finance Executive Business Unit Manager


Workplace Executive Role Usage Profile

Workplace Executive The Workplace Executive includes any executive role responsible for managing (or an interest in) the performance of the Workplace Management team and the Workplace ‘portfolio’. This role could include C-level and Senior Vice President-level executives.

The Workplace Executive:

Accesses the IBM TRIRIGA application infrequently, so ease of use is important.

Monitors performance metrics. Establishes workplace strategic goals, objectives, and

performance criteria. Receives and responds to Approvals and Notifications.

Technically this role:

Has no specific IBM TRIRIGA training other than basic login instructions.

Uses Microsoft Outlook or Lotus Notes for day-to-day email and calendar.

Uses office productivity tools such as Microsoft Word and Microsoft Excel periodically.

Section Items

Home Portal Name (Home Page)

Home - Workplace Executive Portal

Group Details IBM TRIRIGA Workplace Executive

License Details IBM TRIRIGA Enterprise Workplace Management IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Projects

Portal Query Sections – Performance Metrics

Customer – Occupant Satisfaction Rate Environmental – Energy Cost by Location Finance – Capital Cost Ratio Finance – Operating Cost Ratio Financial – Total Cost of Ownership per Area Operational – On Time Completion by Organization Operational – Facility Condition Index

Portal Query Sections – Non-Performance Metrics

Financial – Program Costs Portfolio – Supply/Demand


Section Items

Performance Metrics Customer Satisfaction Leased to Owned Ratio Operation Cost Per Area Occupancy Rate Projects Over Budget Total Occupancy Cost Per Area

Scorecard – Financial Capital Cost Ratio (Actual / Budget) (%) - triBuildingCostFact - Metric - Capital Cost Ratio (Actual / Budget) Metric

Cost Of Operations (USD / RSF) - triBuildingFact - Metric - Cost of Operations ($ / Area) Metric

Energy Cost Ratio (%) - triLocationFact - Metric - Energy Cost Ratio (%)

Facility Operating Current Replacement Value Index (%) - triBuildingFact - Metric - Facility Operating Current Replacement Value Index

Operating Cost Ratio (Actual / Budget ) (%) - triBuildingCostFact - Metric - Operating Cost Ratio ( Actual / Budget ) Metric

Percent Projects Over Budget (%) (Score) - triCapitalProjectFact - Metric - Percent Project Over Budget (Score)

Revenue / Carbon Emissions (USD / Tons CO2) - triLocationFact - Metric - Revenue / Carbon Emissions (USD / Tons CO2)

Total Occupancy Cost ( USD / RSF ) - triBuildingFact - Metric - Total Occupancy Cost ($ / Area) Metric

Total Cost of Operations / Carbon Emissions (USD / Tons CO2) - triLocationFact - Metric - Total Cost of Operations / Carbon Emissions (USD / Tons CO2)

Workplace Total Cost of Operations (USD) / Business Total Revenue (USD) - triBuildingFact - Metric - Workplace Total Cost of Operations ($) / Business Total Revenue ($) Metric

Workplace Total Cost of Operations (USD) / Business Operating Expense (USD) - triBuildingFact - Metric - Workplace Total Cost of Operations ($) / Business Operating Expense ($) Metric

Scorecard – Portfolio Capital Renewal Index (%) - triBuildingFact - Metric - Capital Renewal Index

Condition Index Ratio - triBuildingSystemItemFact - Metric - Condition Index

Occupancy Rate (%) - triSpaceFact - Metric - Occupancy Rate (%) Metric

% Portfolio Leased vs. Owned - triREContractFact - Metric - % Portfolio Leased vs. Owned

Scorecard – Customer Customer Satisfaction (%) - triSurveyFact - Metric - Customer Satisfaction (%) Metric - Enterprise

Scorecard – Operational Percent Projects Over Schedule (%) (Score) - triCapitalProjectFact - Metric - Percent Project Over Schedule (Score)

Service Time Utilization (%) - triResourceFact - Metric - Service Time Utilization


Section Items

Scorecard – Environmental

Emissions (Carbon) Intensity (lbs CO2 / GSF) - triLocationFact - Metric - Emissions (Carbon) Intensity (lbs CO2 / GSF)

Energy Use Intensity (kilowatt-hours / GSF) - triLocationFact - Metric - Energy Use Intensity (kilowatt-hours / GSF)

Renewable Energy Ratio (%) - triEnergyLogFact - Metric - Renewable Energy Ratio (%)

Finance Executive Role Usage Profile

Finance Executive The Finance Executive includes any executive role responsible for managing (or an interest in) the financial performance of the company, the Workplace Management team and the Workplace ‘portfolio’. This role could include C-level and Senior Vice President-level executives.

The Finance Executive:

Accesses the IBM TRIRIGA application infrequently, so ease-of-use is important.

Monitors financial performance metrics and compliance. Establishes financial workplace strategic goals, objectives, and

performance criteria. Receives and responds to Approvals and Notifications.


Has no specific IBM TRIRIGA training other than basic login instructions.


Uses office productivity tools such as Microsoft Word and Microsoft Excel periodically.

Section Items


Home - Finance Executive Portal

Group Details IBM TRIRIGA Finance Executive



Section Items


Finance – Budget, Actual, Forecast Finance – Total Cost of Ownership per Area Total Workplace Cost of Operations / Total Business Revenue Total Workplace Cost of Operations / Total Business Operating

Expenses Environmental – Energy Cost by Location


Portfolio – Supply/Demand

Performance Metrics Total Occupancy Cost Per Area Leased to Owned Ratio Capital Cost Ratio Operating Cost Ratio Operation Cost Per Area



Energy Cost Ratio (%) - triLocationFact - Metric - Energy Cost Ratio (%)

Facility Operating Current Replacement Value Index (%) - triBuildingFact - Metric - Facility Operating Current Replacement Value Index




Total Occupancy Cost ( USD / RSF ) - triBuildingFact - Metric - Total Occupancy Cost ($ / Area) Metric


Workplace Total Cost of Operations (USD) / Business Total Revenue (USD) - triBuildingFact - Metric - Workplace Total Cost of Operations ($) / Business Total Revenue ($) Metric

Workplace Total Cost of Operations (USD) / Business Operating Expense (USD) - triBuildingFact - Metric - Workplace Total Cost of Operations ($) / Business Operating Expense ($) Metric


Section Items





Scorecard – Customer Customer Satisfaction (%) - triSurveyFact - Metric - Customer Satisfaction (%) Metric - Enterprise

Scorecard – Operational Percent Projects Over Schedule (%) (Score) - triCapitalProjectFact - Metric - Percent Project Over Schedule (Score)







Business Unit Manager Role Usage Profile

Business Unit Manager Business Unit Managers represent the various company organizations, and therefore the Business Unit Manager is typically the ‘customer’ of the workplace management team.

The Business Unit Manager:

Coordinates the space and equipment needs for their organization.

Responds to Space Forecast requests. Approves and coordinates space use and space allocations for

their organization. Coordinates moves for their organization. Establishes services and Service Level Agreements (SLA) with the

various workplace service providers. Coordinates self-service training for their organization. Approves some self-service request types (for example: Move and

Product requests). Monitors occupant satisfaction. Monitors performance against the SLA agreements.


Has some training on IBM TRIRIGA (1 week). Uses Microsoft Outlook or Lotus Notes for day-to-day email and

calendar. Uses office productivity tools such as Microsoft Word and Microsoft

Excel. Uses the company ERP system to manage the organization’s

budgets and actual expenditures. Uses a computer regularly.

Section Items


Home - Business Unit Manager Portal

Group Details IBM TRIRIGA Business Unit Manager



Occupancy Rate


Section Items


Requests Current Space Use Space Forecasts Space Use Agreements

Performance Metrics Occupancy Rate Forecast Occupancy Rate Workpoint Utilization Rate Forecast Utilization Density Occupant Satisfaction Mobile Worker % Churn Rate Energy Use Intensity

Scorecard – Financial Forecast Occupancy Rate, Forecast Utilization Rate


Cost Of Operations (USD / Person ) - triBuildingFact - Metric - Cost of Operations ($ / Person) Metric

Cost of Operations by Service Type (USD) - triBuildingCostFact - Metric - Total Cost of Operations ($ / Service Type ) Metric

Operating Cost (Actual vs Budget) (USD) - triBuildingCostFact - Metric - Operating Cost (Budget vs Actual) Metric


Other Navigation Items

N/A


Section Items

Scorecard – Portfolio Forecast Occupancy Rate, Forecast Utilization Rate

Density ( SF / Workpoint) - triSpaceAllocationFact - Metric - Density ( Area / Workpoint) Metric

Density (SF / Person) - triSpacePeopleFact - Metric - Density (Area / Person) Metric



Space Class Breakdown (SF) - triSpaceAllocationFact - Metric - Space Class Breakdown (%) Metric

Workpoint Utilization Rate (%) - triSpaceFact - Metric - Workpoint Utilization Rate (%) Metric

Worker / Workpoint Utilization Rate (%) - triSpacePeopleFact - Metric - Worker Utilization Rate (%) Metric




Scorecard – Customer Forecast Occupancy Rate, Forecast Utilization Rate

Customer Satisfaction (%) - triSurveyFact - Metric - Customer Satisfaction (%) Metric - Facilities

Customer Satisfaction (%) (Score) - triSurveyFact - Metric - Customer Satisfaction (%) Metric - Facilities (Score)

Services Satisfaction Survey (%) - triSurveyFact - Metric - Services Satisfaction Survey (Gauge)




Section Items

Scorecard – Operational Forecast Occupancy Rate, Forecast Utilization Rate

Churn Rate (%) - triSpaceAllocationFact - Metric - Churn Rate (%) Metric

Mobility Space Rate (%) - triSpaceAllocationFact - Metric - Mobility Space Rate (%) Metric

Mobility Worker Rate (%) - triWorkerFact - Metric - Mobility Worker Rate (%) Metric

On-target Service Costs (%) - triTaskResourceFact - Metric - On-target Service Costs

On-time Service Responsiveness (%) - triTaskResourceFact - Metric - On-time Service Responsiveness

Occupancy Rate (%) - triSpaceForecastItem - Navigation - GUI Metric - Occupancy Rate For Current User Organization

Utilization Density - triSpaceForecastItem - Navigation - GUI Metric - Utilization Density For Current User Organization



Churn Rate (%) - triSpaceAllocationFact - Metric - Churn Rate (%) Metric


Forecast Occupancy Rate, Forecast Utilization Rate

N/A



Environmental Roles and Portals The Workplace Performance Management Environmental Portal includes a Workplace Performance Management portal configuration for environmental user roles:

Environmental Manager/Planner


Environmental Manager/Planner Role Usage Profile

Environmental Manager/Planner

Depending on the prospect company, the Environmental Manager/Planner role can vary from a role solely dedicated to Environmental Sustainability (ES) – to a person who has taken on ES responsibility but still retains their primary responsibility. In the later case, the ES manager may have a primary role as a Real Estate or Facilities Manager, or an Operations Service Manager.

In many companies the Environmental Manager/Planner (for Facilities) will matrix-report to a company-level sustainability department manager or C-level person.

The facilities-oriented Environmental Manager/Planner:

Defines and monitors facilities-related carbon, energy, water, waste, travel and emissions programs.

Is responsible for collecting and reporting on facilities-related environmental performance – including initiating requests to on-site environmental team members or service providers for monthly updates.

Reports to senior management on the current and planned environmental performance of facilities.

Recommends environmental improvement projects – often initiated by other facilities departments.

Participates in approved environmental projects.


Has some specific training on IBM TRIRIGA (1-3 days). Uses Microsoft Outlook or Lotus Notes for day-to-day email and

calendar. Has used Microsoft Excel for recording environmental data

including monthly energy, waste, travel and emissions – as well as calculating carbon emissions.

Section Items


Home - Environmental Manager Portal

Group Details IBM TRIRIGA Environmental Manager/Planner

License Details IBM TRIRIGA Enterprise Workplace Management IBM TRIRIGA Real Estate Environmental Sustainability IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Projects


Section Items


Carbon Intensity Energy Cost by Location Energy Ratings by Location Total Carbon Emissions


Active Opportunities Energy Use – Last 12 Months Opportunities by Location

Performance Metrics Emissions (Carbon) Intensity (GSF) Energy Cost (USD) Energy Use Intensity (GSF) Satisfaction Survey Waste

Scorecard – Financial Capital Cost (Actual vs. Budget ) (USD) - triBuildingCostFact - Metric - Capital Cost (Budget vs. Actual) Metric

Energy Cost (USD) - triEnergyFact - Metric - Energy Cost (USD) Energy Cost Ratio (%) - triLocationFact - Metric - Energy Cost Ratio

(%) Facility Operating Current Replacement Value Index (%) -

triBuildingFact - Metric - Facility Operating Current Replacement Value Index


Projected Yearly Savings (USD) - triLocationFact - Metric - Projected Yearly Savings (USD)





Energy Rating Certification - triLocationFact - Metric - Energy Rating Certification

Energy Rating Comparison to Average - triLocationFact - Metric - Energy Rating Comparison to Average

Energy Rating Improvement - triLocationFact - Metric - Energy Rating Improvement

Green Condition Index Ratio - triLocationFact - Metric - Green Condition Index

Scorecard – Customer Environmental Evaluation Survey (%) - triSurveyFact - Metric - Environmental Evaluation Survey (%)


Section Items

Scorecard – Operational N/A


Emissions (Carbon) (US Tons CO2) - triLocationFact - Metric - Emissions (Carbon) (US Tons CO2)


Emissions (Carbon) Intensity per Occupant (tons CO2) - triLocationFact - Metric - Emissions (Carbon) Intensity per Occupant (tons CO2)

Emissions to Air (lbs-mass) - triLocationFact - Metric - Emissions to Air (lbs-mass)

Emissions to Air Intensity (kilograms / GSF) - triLocationFact - Metric - Emissions to Air Intensity (kilograms / GSF)

Energy Use - triEnergyLogFact - Metric - Energy Use Energy Use by Cooling Degree Day (kilowatt-hours) - triLocationFact -

Metric - Energy Use by Cooling Degree Day (kilowatt-hours) Energy Use by Degree Day Total (kilowatt-hours / degree days) -

triLocationFact - Metric - Energy Use by Degree Day Total (kilowatt-hours)

Energy Use by Degree Day Total (kilowatt-hours / degree days) - triLocationFact - Metric - Energy Use Intensity per Occupant (kilowatt-hours)

Energy Use by Heating Degree Day (kilowatt-hours) - triLocationFact - Metric - Energy Use by Heating Degree Day (kilowatt-hours)


Environmental Checklist Rating (%) - triChecklistItemFact - Metric - Environmental Checklist Rating (%)

Environmental Project Efficiency Ratio (USD / Tons CO2) - triCapitalProjectFact - Metric - Environmental Project Efficiency Ratio (USD / Tons CO2)

Environmental Opportunity Analysis - triLocationFact - Metric - Environmental Opportunity Analysis

Ranking by Quartile - triLocationFact - Metric - Ranking by Quartile Renewable Energy Ratio (%) - triEnergyLogFact - Metric - Renewable

Energy Ratio (%) triWasteLogFact - Metric - Solid Waste Solid Waste Recovery (%) - triWasteLogFact - Metric - Solid Waste

Recovery (%) Water Use - triLocationFact - Metric - Water Use Water Use Intensity (CF / GSF) - triLocationFact - Metric - Water Use

Intensity (CF / GSF) Water Use Intensity per Occupant (CF) - triLocationFact - Metric -

Water Use Intensity per Occupant (CF)


Operations Roles and Portals The Workplace Performance Management Operations Portals include a Workplace Performance Management portal configuration for each of the following user roles:

Operations Executive Facility Assessment Manager Contact Center Manager Contract/Purchasing Manager Service Manager Service Technician

Because the breadth of Operations and Maintenance Management can encompass a variety of role names, the above role names were kept generic to cover similar roles. For example, a Service Manager is inclusive of a Maintenance Manager, Office Services Manager, or a Shop/Workgroup Supervisor.

Operations Executive Role Usage Profile

Operations Executive The Operations Executive is responsible for the part of the workplace team that directly manages the operations and maintenance of facilities. The Operations Executive can report to various parts of the company such as the Facilities Executive, CFO or COO, but usually has direct access to senior management.

The Operations Executive:

Interfaces with upper management to develop strategic operations goals and objectives.

Develops strategic long-range plans to achieve those objectives. Creates and manages the organization’s fiscal operating and

capital budget and expenses. Monitors operational performance of both internal and external

service providers. Monitors facility condition and environmental performance and

recommends/approves funding levels and spend plans. Provides a workplace setting that is conducive to productive work. Monitors occupant satisfaction. Monitors construction and renovation projects. Monitors performance metrics. Receives and responds to Approvals and Notifications.




Uses Microsoft Word and Microsoft Excel periodically.


Section Items


Home - Operations Executive Portal

Group Details IBM TRIRIGA Operations Executive

License Details IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Operations


Performance Metrics - Operations Executive Portfolio - Facility Condition Index Environmental - Energy Use Intensity


Finance - Budget, Actual, Forecast Occupant Satisfaction Rate Operational - Responsiveness by Provider PM to Repair Ratio

Performance Metrics Customer Satisfaction Cost Of Operations ($/Area) Maintenance Cost / Area Maintained Energy Use Intensity (GSF) My On-Time Service Responsiveness My On-Target Service Costs Callback Index PM Task Completion Ratio


Section Items

Scorecard – Financial triWPMSpacePlanner

Cost Of Operations (USD / RSF) - triBuildingFact - Metric Cost of Operations ($ / Area) Metric Cost Of Operations (USD / Person ) - triBuildingFact - Metric - Cost of

Operations ($ / Person) Metric Cost of Operations by Service Type (USD) - triBuildingCostFact -

Metric - Total Cost of Operations ($ / Service Type ) Metric Operating Cost (Actual vs Budget) (USD) - triBuildingCostFact - Metric

- Operating Cost (Budget vs Actual) Metric Operating Cost Ratio (Actual / Budget ) (%) - triBuildingCostFact -

Metric - Operating Cost Ratio ( Actual / Budget ) Metric

triWPMOperationsExecutive

Capital Cost (Actual vs. Budget ) (USD) - triBuildingCostFact - Metric - Capital Cost (Budget vs. Actual) Metric

Capital Cost Ratio (Actual / Budget) (%) - triBuildingCostFact - Metric - Capital Cost Ratio (Actual / Budget) Metric




Energy Cost (USD) - triEnergyFact - Metric - Energy Cost (USD) Energy Cost Ratio (%) - triLocationFact - Metric - Energy Cost Ratio (%) Facility Operating Current Replacement Value Index (%)-


Maintenance Costs / Area (USD / RSF) - triBuildingFact - Metric - Maintenance Costs / Area ($ / Area)

Maintenance Costs / Area Maintained (USD / RSF) - triBuildingFact - Metric - Maintenance Costs / Area Maintained


Operating Cost Ratio (Actual / Budget ) (%)-triBuildingCostFact - Metric - Operating Cost Ratio ( Actual / Budget ) Metric


Section Items

Scorecard – Portfolio triWPMSpacePlanner









Capital Renewal Index (%) - triBuildingFact - Metric - Capital Renewal Index


Condition Index Ratio (Score) - triBuildingSystemItemFact - Metric - Condition Index (Score)

Scorecard – Customer triWPMSpacePlanner



Services Satisfaction Survey (%)-triSurveyFact - Metric - Services Satisfaction Survey (Gauge)


Services Satisfaction Survey (%) - triSurveyFact - Metric - Services Satisfaction Survey


Section Items

Scorecard – Operational triWPMSpacePlanner

triSurveyFact - Metric - Services Satisfaction Survey (Gauge)- triSpaceAllocationFact - Metric - Churn Rate (%) Metric



On-time Service Responsiveness (%)-triTaskResourceFact - Metric - On-time Service Responsiveness







Outsource Ratio (%) - triTaskDetailFact - Metric - Outsource Ratio Service Time Utilization (%) - triResourceFact - Metric - Service Time

Utilization Preventive Maintenance Task Completion Ratio (%) - triTaskDetailFact

- Metric - Preventive Maintenance Task Completion Ratio Callback Index (%) -triTaskResourceFact - Metric - Callback Index


triWPMSpacePlanner

N/A







Facility Assessment Manager/Planner Role Usage Profile

Facility Assessment Manager/Planner

Depending on the prospect company, the Facility Assessment Manager/Planner role can vary from a role solely dedicated to Facility (Condition) Assessment (CA) – to a person who has taken on CA responsibility but still retains their primary responsibility. In the later case, the Facility Assessment manager may have a primary role as a Facilities Manager or an Operations Service Manager.

The Facility Assessment Manager/Planner:

Defines and monitors facilities-related condition assessment and remediation programs.

Is responsible for collecting and reporting data related to the condition of facility building systems, locations and key structures and assets - including initiating inspection requests to on-site team members or external service providers for facility walk-downs.

Reports to senior management on the current and planned performance of facilities.

Recommends CA improvement projects – often initiated by other facilities departments.

Participates in approved CA projects.



calendar. Has used Microsoft Excel or a vendor’s proprietary system for

recording CA data – as well as calculating the Facility Condition Index (FCI) ratings.

Section Items


Home - Facility Assessment Manager Planner Portal

Group Details IBM TRIRIGA Facility Assessment Manager

License Details IBM TRIRIGA Facility Assessment IBM TRIRIGA Operations IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Operations IBM TRIRIGA Workplace Performance Management Projects


Performance Metrics - Facility Assessment Planner Facility Condition Index (FCI) By Location Energy Use Intensity


Section Items


Active Opportunities Opportunities by Type Opportunities by Location My Facility Condition Index (FCI)

Performance Metrics Facility Operating Current Replacement Value Index Facility Condition Index Capital Renewal Index Preventative Maintenance Task Completion Rate

Scorecard – Financial Facility Operating Current Replacement Value Index (%) - triBuildingFact - Metric - Facility Operating Current Replacement Value Index






Scorecard – Customer N/A

Scorecard – Operational Emergency Task Cost Ratio (%) - triTaskDetailFact - Metric - Emergency Task Cost Ratio

Preventive Maintenance Task Completion Ratio (%) - triTaskDetailFact - Metric - Preventive Maintenance Task Completion Ratio

Preventive Maintenance to Repair Maintenance Cost Ratio (%) - triTaskDetailFact - Metric - Preventive Maintenance to Repair Maintenance Cost Ratio







Contact Center Manager Role Usage Profile

Contact Center Manager The Contact Center Manager manages the Contact Center Agents and can also act as a Contact Center Agent.

The Contact Center Manager can report to the Facilities Executive or the Operations Executive. In some companies the Contact Center Manager manages both facilities and technology-related agents.

The Contact Center Manager:

Defines and monitors Contact Center Agent performance metrics such as on-call resolution rate and call volume.

Helps with calls during periods of high-volume. Assists with calls that have been escalated due to special requests

or problems or troublesome callers. Manages the knowledge base. Manages Agent training.


Has specific training on IBM TRIRIGA (1 week) – the same training as the Contact Center Agent.


Works in the Contact Center application some part of the day.

Section Items


Home - Contact Center Manager Portal

Group Details IBM TRIRIGA Contact Center Manager

License Details IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Projects


Performance Metrics - Contact Center Manager Efficiency By Agent


First Call Resolution by Agent Follow-Up Tasks Quick Find (Request History)

Performance Metrics This Week First Call Resolution Agent Efficiency Customer Satisfaction

Scorecard – Financial N/A

Scorecard – Portfolio N/A


Section Items

Scorecard – Customer Services Satisfaction Survey (%) - triSurveyFact - Metric - Services Satisfaction Survey (Gauge)

Scorecard – Operational My Team's This Week First Call Resolution - triCommunicationRecord - Metric - Total Call Records Associated To Log In User Organization

Contact Center Efficiency (Mins) - triContactCenterFact - Metric - Contact Center Efficiency


N/A

Contract/Purchasing Manager Role Usage Profile

Contract Manager and Purchasing Manager

The Contract Manager and the Purchasing Manager have similar roles and depending on the company there may be one or the other or both.

The Contract Manager and the Purchasing Manager:

Creates and manages all proposals and contracts both at the company-level and for specific projects.

May be a Project Team member and will manage contracts and purchasing specific to that project.

Manages performance against contract deliverables. Receives and responds to Approvals and Notifications.


Has specific training on IBM TRIRIGA (1 week). Uses Microsoft Outlook or Lotus Notes for day-to-day email and


Excel periodically.

Section Items


Home - Contract And Purchasing Manager Portal

Group Details IBM TRIRIGA Contract Manager

License Details IBM TRIRIGA Enterprise Workplace Management IBM TRIRIGA Workplace Performance Management Projects


Performance Metrics - Contracts


Section Items


Contract Current Commitment And Invoiced To Date My Active Proposals My Contracts My Purchase Orders Pending Purchase Requisitions

Performance Metrics My Change Orders to Contract Contract On-Time Completion Rate

Scorecard – Financial Change Order to Budget (%) - triCapitalProjectFact - Metric - Change Order to Budget - Current PM User

Change Order to Contract (%) - triCapitalProjectContractFact - Metric - Change Order to Contract - Current PM User

Current Budget to Forecast (%) - triCapitalProjectFact - Metric - Current Budget to Forecast - Current PM User

Move Cost (USD / RSF) - triBuildingFact - Metric - Move Cost ($ / Area) Metric

Move Cost (USD / Person Moved) - triMoveProjectCostFact - Metric - Move Cost ($ / Person Moved) Metric

My Project Budget (USD) - triCapitalProjectFact - Metric - My Project Budget - Current PM User

New Construction Cost (USD / GSF) - triCapitalProjectFact - Metric - New Construction Cost (USD / GSF)

New Construction Cost (USD / USF) - triCapitalProjectFact - Metric - New Construction Cost (USD / USF)

Original Budget to Forecast (%) - triCapitalProjectFact - Metric - Original Budget to Forecast - Current PM User

Percent Projects Over Budget (%) (Score) - triCapitalProjectFact - Metric - Percent Project Over Budget - Current PM User (Score)

Renovation Cost (USD / GSF) - triCapitalProjectFact - Metric - Renovation Cost (USD / GSF)

Renovation Cost (USD / USF) - triCapitalProjectFact - Metric - Renovation Cost (USD / USF)




Section Items

Scorecard – Operational Contract On-Time Completion Rate (%) (Score) - triCapitalProjectContractFact - Metric - Contract On-Time Completion Rate (Score)



Percent Projects Over Schedule (%) (Score) - triCapitalProjectFact - Metric - Percent Project Over Schedule - Current PM User (Score)

Percent RFI Overdue (%) - triRFIFact - Metric - Percent RFI Overdue - Current PM User

Project On-Time Completion Rate (%) (Score) - triCapitalProjectFact - Metric - Project On-Time Completion Rate - Current PM User (Score)

Project Schedule Variance (%) - triCapitalProjectFact - Metric - Project Schedule Variance - Current PM User

RFI Response Time - triRFIFact - Metric - RFI Response Time - Current PM User


N/A

Service Manager Role Usage Profile

Service Manager Some organizations have a Service Planner role that fulfils the same task monitoring and planning activities that a Service Manager performs. Therefore these roles are combined and titled: Service Manager/Planner.

The Service Manager:

Defines and manages Service Level Agreements with customers. Manages external Service Providers. Assigns tasks to technicians throughout each work day based on

SLAs, technician availability and technician’s skills (40-100 per day).

Reviews both tactical (day-to-day) and longer term (monthly) metrics for his team and takes action as required to handle performance outside defined thresholds.



calendar.


Section Items


Home - Service Manager Planner Portal

Group Details IBM TRIRIGA Service Manager

License Details IBM TRIRIGA Operations IBM TRIRIGA Real Estate Environmental Sustainability IBM TRIRIGA Strategic Facility Planning IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Projects


Budget, Actual Facility Condition Index Customer Satisfaction


On-Time Service Responsiveness Corrective and Preventive Tasks by Location My On-Target Service Costs My Supply/Demand Resource Graph Overtime % for My Team Tasks Overdue Gauge

Performance Metrics Customer Satisfaction On-Time Service Responsiveness PM to Repair Ratio On-Target Service Costs Overtime Utilization Rate % PM Tasks Completed vs Open Callback Index

Scorecard – Financial Cost Of Operations (USD / Person ) - triBuildingFact - Metric - Cost of Operations ($ / Person) Metric



Custodial-Housekeeping Costs / Area (USD / RSF) - triBuildingFact - Metric - Custodial-Housekeeping Costs / Area ($ / Area)

Energy Cost (USD) - triEnergyFact - Metric - Energy Cost (USD) Facility Operating Current Replacement Value Index (%) -




Utilities Costs / Area (USD / RSF) - triBuildingFact - Metric - Utilities Costs / Area ($ / Area)


Section Items

Scorecard – Portfolio Condition Index Ratio - triBuildingSystemItemFact - Metric - Condition Index

Scorecard – Customer My Services Satisfaction Survey (%) (Gauge) - triSurveyFact - Metric - My Services Satisfaction Survey (Gauge)


Scorecard – Operational Callback Index (%) - triTaskResourceFact - Metric - Callback Index Contact Center Efficiency (Mins) - triContactCenterFact - Metric -

Contact Center Efficiency Emergency Task Cost Ratio (%) - triTaskDetailFact - Metric -

Emergency Task Cost Ratio On-target Service Costs (%) - triTaskResourceFact - Metric - On-target

Service Costs On-time Service Responsiveness (%) - triTaskResourceFact - Metric -

On-time Service Responsiveness Outsource Ratio (%) - triTaskDetailFact - Metric - Outsource Ratio Overtime Utilization Rate (%) - triResourceFact - Metric - Overtime

(OT) Utilization Rate Preventive Maintenance Task Completion Ratio (%) - triTaskDetailFact

- Metric - Preventive Maintenance Task Completion Ratio Preventive Maintenance to Repair Maintenance Cost Ratio (%) -

triTaskDetailFact - Metric - Preventive Maintenance to Repair Maintenance Cost Ratio








Service Technician Role Usage Profile

Service Technician The Service Technician:

Receives tasks in IBM TRIRIGA (5-10 per day). Has the primary responsibility of completing tasks in the field. May be a trade specialist that handles a narrow range of task

types or a generalist that handles a wider range of task types. May plan their daily tasks or work tasks which are predetermined

by the Service Manager. May update the system; updating the system to record time and

materials is a requirement for Service Level Agreements but not the primary driver.


Is not computer savvy, but has some specific training on IBM TRIRIGA (1-3 days).

Uses Microsoft Outlook or Lotus Notes for day-to-day email and calendar; may use a portable device in the field.

Section Items


Home – Service Technician Portal

Group Details IBM TRIRIGA Service Technician

License Details IBM TRIRIGA Facility Assessment IBM TRIRIGA Operations IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Projects


Customer Satisfaction


My Active Tasks My On-Time Service Responsiveness My On-Target Service Costs


Section Items

Performance Metrics My Customer Satisfaction My On-Time Service Responsiveness My On-Target Service Costs Customer Satisfaction On-Time Service Responsiveness PM to Repair Ratio On-Target Service Costs Overtime Utilization Rate % PM Tasks Completed vs Open Callback Index

Scorecard – Financial Maintenance Costs / Area Maintained (USD / RSF) - triBuildingFact - Metric - Maintenance Costs / Area Maintained


Scorecard – Customer My Services Satisfaction Survey (%) - triSurveyFact - Metric - My Services Satisfaction Survey

My Services Satisfaction Survey (%) (Score) - triSurveyFact - Metric - My Services Satisfaction Survey (Score)

My Services Satisfaction Survey (%) (Gauge) - triSurveyFact - Metric - My Services Satisfaction Survey (Gauge)

Scorecard – Operational My On-target Service Costs (%) - triTaskDetailFact - Metric - My On-Target Service Costs

My On-target Service Costs (%) (Score) - triTaskDetailFact - Metric - My On-Target Service Costs (Score)

My On-target Service Costs (%) (Gauge) - triWorkTask - Metric - My On-Target Service Costs (Gauge)

My On-time Service Responsiveness (%) - triTaskDetailFact - Metric - My On-time Service Responsiveness

My On-time Service Responsiveness (%) (Score) - triTaskDetailFact - Metric - My On-time Service Responsiveness (Score)

My On-Time Service Responsiveness (%) (Gauge) - triWorkTask - Metric - My On-Time Service Responsiveness (Gauge)

My Service Time Utilization (%) - triResourceFact - Metric - My Service Time Utilization

My Service Time Utilization (Score) - triResourceFact - Metric - My Service Time Utilization (Score)





Facilities Roles and Portals The Workplace Performance Management Facilities Portals include a Workplace Performance Management portal configuration for each of the following user roles:

Facilities Executive Space Manager/Planner Move Manager/Planner

Facilities Executive Role Usage Profile

Facilities Executive The Facilities Executive (or Facilities Manager) is responsible for the part of the workplace team that directly manages the facilities. In some companies the Facilities Executive and the Real Estate Executive are the same role. The Facilities Executive can report to various parts of the company such as CFO or COO, but usually has direct access to senior management.

The Facilities Executive:

Interfaces with upper management to develop strategic facility goals and objectives.


capital budget and expenses. Monitors space allocations and provides efficient space use. Monitors moves and organizational churn rates. Provides a workplace setting that is conducive to productive work. Monitors occupant satisfaction. Monitors construction and renovation projects. Monitors performance metrics. Receives and responds to Approvals and Notifications.





Section Items


Home – Facilities Executive Portal

Group Details IBM TRIRIGA Facilities Manager


Section Items

License Details IBM TRIRIGA Facilities IBM TRIRIGA Strategic Facility Planning IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Projects IBM TRIRIGA Portfolio Data Manager


Finance – Budget, Actual, Forecast Occupant Satisfaction Rate


Portfolio – Supply/Demand

Performance Metrics Cost of Operations ($/Area) Total Occupancy Cost (TCO)($/Area) Leased vs. Owned Occupancy Rate Density (Area/Person) Move Cost Per Person Energy User Intensity


Capital Cost (Actual vs. Budget ) (USD) - triBuildingCostFact - Metric - Capital Cost (Budget vs. Actual) Metric





Occupancy Cost by Service Type (USD) - triBuildingCostFact - Metric - Total Occupancy Cost ($ / Service Type) Metric




Section Items

Scorecard – Portfolio Density (SF / Person) - triSpacePeopleFact - Metric - Density (Area / Person) Metric






Scorecard – Customer Customer Satisfaction (%) - triSurveyFact - Metric - Customer Satisfaction (%) Metric – Facilities


Scorecard – Operational On-target Service Costs (%) - triTaskResourceFact - Metric - On-target Service Costs








Space Manager/Planner Role Usage Profile

Space Manager/Planner Some companies have separate Space Planner and Space Manager Roles. Others combine the responsibilities into a single role.

The IBM TRIRIGA Space Manager/Planner role provides a single user interface applicable to both of the individual roles. The differences are derived from the IBM TRIRIGA license: IBM TRIRIGA Facilities provides access to traditional Space Management functionality; IBM TRIRIGA Strategic Facility Planning (SFP) provides access to advanced planning.

This role traditionally comes from an architectural, interior design or engineering background and therefore is ‘visual’ in nature and expects floor plan graphics.

The Space Manager/Planner:

Is responsible for optimizing space utilization. Plans space to meet business objectives. Manages day-to-day organizational space assignments and charge

backs. Advises internal customers on utilization improvements and

planning options. Assigns and manages Task assignments. Reviews both tactical (day-to-day) and longer-term (monthly and

yearly) metrics for his team and takes action as required to handle performance outside defined thresholds.



calendar. Prefers to work with simpler browser-based floor plans specific to

their needs, even though a small segment of Space Manager/Planners are also CAD users.

Section Items


Home – Space Manager Planner Portal

Group Details IBM TRIRIGA Space Manager IBM TRIRIGA Space Planner

License Details IBM TRIRIGA Workplace Performance Management Enterprise


Occupancy Rate Occupancy Rate Customer Satisfaction Occupant Satisfaction Rate


Section Items


Forecast Surveys Complete Portfolio – Supply/Demand

Performance Metrics Customer Satisfaction Occupancy Rate % Density, Occupancy (Area/Person) Density, Seating Capacity (Area/Work Point) Occupant Survey Ratings Churn Rate

Scorecard – Financial Cost Of Operations (USD / RSF) - triBuildingFact - Metric - Cost of Operations ($ / Area) Metric





Scorecard – Portfolio Density ( SF / Workpoint) - triSpaceAllocationFact - Metric - Density ( Area / Workpoint) Metric











Section Items

Scorecard – Operational Churn Rate (%) - triSpaceAllocationFact - Metric - Churn Rate (%) Metric








N/A


Move Manager/Planner Role Usage Profile

Move Manager/Planner Some organizations have a Move Planner and Move Manager. In IBM TRIRIGA Facilities, the roles are very similar in processes and information access. Therefore these roles are combined and titled: Space Manager/Planner.

This role traditionally comes from an architectural, interior design or CAD background and therefore is ‘visual’ in nature and expects floor plan graphics.

The Move Manager/Planner:

Is responsible for delivering on space plan rearrangements. Plans and implements move projects, tasks, and move layout

designs. Manages day-to-day small moves, office reconfigurations, and

furniture requests. Coordinates move plans with other Move Manager/Planners, with

Space Manager/Planners, and IT/Telecom. Assigns Tasks to team (similar to Service Manager) and/or may

fulfill tasks (similar to Service Tech). Generates move related maintenance or services tasks/requests.



calendar. Prefers to work with simpler browser-based floor plans specific to

their needs, even though a segment of Move Manager/Planners are also CAD power users. Move Planners often work closely with specialized CAD designers and Interior designers.

Section Items


Home – Move Manager Planner Portal

Group Details IBM TRIRIGA Move Manager IBM TRIRIGA Move Planner

License Details IBM TRIRIGA Workplace Performance Management Enterprise


Churn Rate By Organization And Location Occupant Satisfaction Rate


Moves By Day For The Next Week Moves By Week For The Next Month Active Move Requests Portfolio – Supply/Demand


Section Items

Performance Metrics Churn Rate Move Cost/Person Occupancy Rate % Density, Occupancy (Area/Person) Density, Seating Capacity (Area/Work Point) Occupant Survey Ratings

Scorecard – Financial Cost Of Operations (USD / RSF) - triBuildingFact - Metric - Cost of Operations ($ / Area) Metric





Scorecard – Portfolio Density ( SF / Workpoint) - triSpaceAllocationFact - Metric - Density ( Area / Workpoint) Metric











Section Items

Scorecard – Operational Churn Rate (%) - triSpaceAllocationFact - Metric - Churn Rate (%) Metric








N/A

Real Estate Roles and Portals The Workplace Performance Management Real Estate Portals include a Workplace Performance Management portal configuration for each of the following user roles:

Real Estate Executive Real Estate Contract Manager Real Estate Transaction Manager


Real Estate Executive Role Usage Profile

Real Estate Executive The Real Estate Executive is responsible for the part of the workplace team that directly manages Real Estate transactions and contracts. The Real Estate Executive’s primary responsibility is to find, obtain, manage and dispose of real estate facilities to optimize the portfolio for the company’s primary business needs and objectives. The Real Estate Executive can report to various parts of the company such as the CFO or COO, but usually has direct access to senior management.

The Real Estate Executive:



capital budget and expenses. Manages facility acquisition and disposal. Manages Real Estate contracts (leases and owned property). Insures that proper payments are made, options are executed and

renewals are evaluated. Reviews critical dates, evaluates contract options and determines

strategic direction. Monitors space assignments and real estate costs associated to

internal organizations. Facilitates compliance with regulatory reporting. Monitors space allocations and provides efficient space use. Provides a workplace setting that is conducive to productive work. Monitors occupant satisfaction. Monitors performance metrics. Receives and responds to Approvals and Notifications.





Section Items


Home - RE Executive Portal

Group Details IBM TRIRIGA RE Executive


Section Items

License Details IBM TRIRIGA Enterprise Workplace Management IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Real Estate


% On-Time Delivery of RE Projects Customer Satisfaction Utilization Rate / RE Contract


Lease Obligations Lease Expirations (Count/Quarter)

Performance Metrics Vacancy Rate Cost Per Area – Leased Cost Per Area – Owned Area Per Person % Portfolio Leased vs. Owned % On-time Delivery of Real Estate Projects Average Transaction Score Customer Satisfaction – Portfolio Managers

Scorecard – Financial Cost per Person - RE Contracts (USD / Person) - triREContractFact - Metric - Cost per Person

Energy Cost Ratio (%) - triLocationFact - Metric - Energy Cost Ratio (%) Vacancy Cost - RE Contracts (Vacancy / USD) - triREContractFact -

Metric - Vacancy Cost Cost per Area (Leased) - RE Contracts (USD / RSF) - triREContractFact

- Metric - Cost per Area – Leased Cost per Area (Owned) - RE Contracts (USD / RSF) - triREContractFact

- Metric - Cost per Area – Owned

Scorecard – Portfolio % Portfolio Leased vs. Owned - triREContractFact - Metric - % Portfolio Leased vs. Owned

% Vacancy Rate - RE Contracts (Score) - triREContractFact - Metric - Vacancy Rate (Score)

Area per Person - RE Contracts (RSF / Person) (Score) - triREContractFact - Metric - Area per Person - RE Contracts (Score)

Scorecard – Customer Overall Customer Satisfaction - Portfolio Managers (Score) - triSurveyFact - Metric - Overall Customer Satisfaction - Portfolio Managers (Score)

Overall Customer Satisfaction - Preferred Providers (Score) - triSurveyFact - Metric - Overall Customer Satisfaction - Preferred Providers (Score)


Section Items

Scorecard – Operational Average Overall Transaction Score (Score) - triREProjectFact - Metric - Average Overall Transaction Score (Score)

% Implementation Plan Savings Progress - triREImplementationPlanFact - Metric - % Implementation Plan Savings Progress

% On-time Delivery of RE Projects (Score) - triREProjectFact - Metric - % On-time Delivery of RE Projects (Score)

% Revenue Weeks to Target - triRETransactionPlanFact - Metric - % Revenue Weeks to Target






Real Estate Contract Manager Role Usage Profile

Real Estate Contract Manager

The primary responsibility of the Real Estate Contract Manager is to manage Real Estate Contracts (Leases and Owned Property) for the company. Insuring that proper payments are made, options are executed and renewals are evaluated.

The Real Estate Contract Manager:

Interprets lease language, verifies building data, abstracts Leases and translates that information into IBM TRIRIGA.

Reviews critical dates and determines financial information for each building including rents due, CAM adjustments, index adjustments, percentage rent schedules and any other payments associated with Real Estate Contracts.

Allocates space assignments and costs associated to real estate contracts to internal organizations.

Checks existing contract abstracts for accuracy against the actual lease document.

Receives and answers requests for information pertaining to the contracts and clarification of clauses.

Insures compliance to contract clauses. Evaluates contract options, makes recommendations to execute or

dismiss options, and logs the final decision in IBM TRIRIGA. Facilitates legal notices and correspondence related to lease

administration.


Has some specific training on IBM TRIRIGA (1-3 days). Is pretty computer savvy and very familiar with Microsoft Excel

and Microsoft Word. Uses Microsoft Outlook or Lotus Notes for day-to-day email and

calendar.

Section Items


Home – RE Contract Manager Portal

Group Details IBM TRIRIGA RE Contract Manager

License Details IBM TRIRIGA Workplace Performance Management IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Real Estate


Utilization Rate / RE Contract Area Per Person (Space Use Agreement)


Section Items


Lease Obligations Lease Expirations

Performance Metrics Cost Per Area – Owned Property (Fee) Agreements Cost Per Area – Leased % On-Time Payments % Savings from Audits Average Days Payments Outstanding Income Per Area – AR Leases

Scorecard – Financial Cost per Area (Leased) - RE Contracts (USD / RSF) - triREContractFact - Metric - Cost per Area – Leased

Cost per Area (Owned) - RE Contracts (USD / RSF) - triREContractFact - Metric - Cost per Area – Owned

Income per Area (AR Leases) - triREContractFact - Metric - Income per Area - AR Leases

Scorecard – Portfolio % RE Contract Utilization - Space Use Agreements (Score) - triREContractFact - Metric - RE Contract Utilization - Space Use Agreements (Score)


Scorecard – Operational Average Days Outstanding - triREPaymentFact - Metric - Average Days Outstanding

% On-time Payment - My Real Estate Contracts - triREPaymentFact - Metric - % On-time Payment - My Real Estate Contracts

% Savings From Audits - triREPaymentReconciliationFact - Metric - % Savings From Audits


N/A


Real Estate Transaction Manager Role Usage Profile

Real Estate Transaction Manager

The Real Estate Transaction Manager is responsible for all Real Estate ‘deals’ (transactions). This is accomplished through the effective management of Transaction Plans and RE Projects. Like in any project, the cost, time and performance of service providers is critical to locating, acquiring, and disposing of critical company locations (owned and leased). The Real Estate Transaction Manager typically reports to the Real Estate Executive.

The Real Estate Transaction Manager:


Develops strategic long-range plans to achieve those objectives. Creates and manages transaction plans and real estate projects. Manages facility acquisition and disposal. Initiates Real Estate lease and owned property agreements and

deal terms. Manages external service provides such as consultants, brokers,

bankers, and facility owners. Reviews critical dates, evaluates contract options and determines

strategic direction. Provides a workplace setting that is conducive to productive work. Monitors performance metrics. Receives and responds to Approvals and Notifications.


Has some specific training on IBM TRIRIGA (1 week). Uses Microsoft Outlook or Lotus Notes for day-to-day email and


Excel.

Section Items


Home - RE Transaction Manager Portal

Group Details IBM TRIRIGA RE Transaction Manager

License Details IBM TRIRIGA Enterprise Workplace Management IBM TRIRIGA Workplace Performance Management Enterprise IBM TRIRIGA Workplace Performance Management Real Estate


N/A


Section Items


Transaction Plan, RE Projects Active RE Projects RE Action Requests

Performance Metrics Vacancy Rate Cost Per Area – Leased Cost Per Area – Owned % Portfolio Leased vs. Owned Implementation Plan Savings Progress Average Overall Transaction Score – My Projects % On-time Delivery of Real Estate Projects My Average Transaction Cycle Time Customer Satisfaction – Portfolio Managers Customer Satisfaction – Preferred Providers

Scorecard – Financial Cost per Area (Leased) - RE Contracts (USD / RSF) - triREContractFact - Metric - Cost per Area – Leased

Cost per Area (Owned) - RE Contracts (USD / RSF) - triREContractFact - Metric - Cost per Area – Owned

Cost per Person - RE Contracts (USD / Person) - triREContractFact - Metric - Cost per Person

Cost per Seat - RE Contracts (USD / Seat) - triREContractFact - Metric - Cost per Seat

Scorecard – Portfolio % Vacancy Rate - RE Contracts (Score) - triREContractFact - Metric - Vacancy Rate (Score)

Area per Person - RE Contracts (RSF / Person) (Score) - triREContractFact - Metric - Area per Person - RE Contracts (Score)

Seat Occupancy % - RE Contracts (Score) - triREContractFact - Metric - Seat Occupancy % - RE Contracts (Score)

Seats per Person - RE Contracts (Score) - triREContractFact - Metric - Seats per Person - RE Contracts (Score)


% RE Contract Utilization - Space Use Agreements (Score) - triREContractFact - Metric - RE Contract Utilization - Space Use Agreements (Score)

Scorecard – Customer Overall Customer Satisfaction - Portfolio Managers (Score) - triSurveyFact - Metric - Overall Customer Satisfaction - Portfolio Managers (Score)

Overall Customer Satisfaction - Preferred Providers - My Projects (Score) - triSurveyFact - Metric - Overall Customer Satisfaction - Preferred Providers - My Projects (Score)


Section Items

Scorecard – Operational % On-time Completion - My Tasks (Score) - triREProjectTaskFact - Metric - % On-time Completion - My Tasks (Score)

% On-time Delivery - My Projects (Score) - triREProjectFact - Metric - % On-time Delivery of RE Projects - My Projects (Score)

% Revenue Weeks to Target - triRETransactionPlanFact - Metric - % Revenue Weeks to Target

Average Overall Transaction Score - My Projects (Score) - triREProjectFact - Metric - Average Overall Transaction Score - My Projects (Score)

My Average Transaction Cycle Time - triREProjectFact - Metric - My Average Transaction Cycle Time

% Implementation Plan Savings Progress - triREImplementationPlanFact - Metric - % Implementation Plan Savings Progress




Projects Roles and Portals The Workplace Performance Management Projects Portals include a Workplace Performance Management portal configuration for each of the following user roles:

Project Executive Program Manager Project Manager Project Container


Project Executive Role Usage Profile

Project Executive The Projects Executive is responsible for the part of the workplace team that directly manages short- and long-term projects. The Projects Executive can report to various parts of the company such as the Facilities or Real Estate Executive, CFO or COO, but usually has direct access to senior management.

The Projects Executive:

Interfaces with upper management to develop strategic program and project goals and objectives.


capital budget and expenses. Monitors program and project performance of both internal and

external service providers. Recommends/Approves funding levels and spend plans. Monitors occupant satisfaction. Monitors construction and renovation projects. Monitors performance metrics. Receives and responds to Approvals and Notifications.





Section Items


Home – Projects Executive Portal

Group Details IBM TRIRIGA Project Executive IBM TRIRIGA Project Executive - Retail

License Details IBM TRIRIGA Capital Projects Manager IBM TRIRIGA Capital Projects Manager Upgrade IBM TRIRIGA Workplace Performance Management Projects


My Programs ( Budget, Commitments, Commitments + Pending Funding Requests)


Programs and Projects Current Budget to Forecast (Projects)


Section Items

Performance Metrics triWPMProjectExecutive

% Projects Over Schedule Contract On-Time Completion Rate % Projects Over Budget % Current Budget To Forecast

triWPMProjectManager

% Change Order To Budget

Scorecard – Financial Current Budget to Forecast (%) - triCapitalProjectFact - Metric - Current Budget to Forecast





Original Budget to Forecast (%) - triCapitalProjectFact - Metric - Original Budget to Forecast







Scorecard – Operational On-target Service Costs (%) - triTaskResourceFact - Metric - On-target Service Costs


Percent Projects Over Schedule (%) (Score) - triCapitalProjectFact - Metric - Percent Project Over Schedule (Score)

Project Schedule Variance (%) - triCapitalProjectFact - Metric - Project Schedule Variance


Contract On-Time Completion Rate (%) (Score) - triCapitalProjectContractFact - Metric - Contract On-Time Completion Rate (Score)


Section Items


N/A

Program Manager Role Usage Profile

Program Manager A Program is a group of related Projects managed in a coordinated way to obtain benefits and control not available from managing them individually. Funding and support can be assigned on the basis of risk/reward categories, specific lines of business, or general types of projects, such as (environmental), infrastructure, (facilities or real estate transaction plans).

The Program Manager often manages or reports to the Project Management Office (PMO) and can directly manage one or more Project Managers. The Program Manager often has a direct line of communication to the Facilities, Real Estate and C-level executives. He is entrusted with and responsible for managing significant funding and must make decisions on the best use of that funding to accomplish the Program objectives.

The IWMS Program Manager:

Estimates and submits funding requests for new Programs or changes to existing Program funding.

Establishes funding sources and allocates funds. Evaluates and approves Project Funding Requests. Manages Program cost and schedule performance against

established Program objectives. Monitors Project cost and schedule performance and adjusts or

terminates Project funding to achieve the Program objectives. Reports to senior management on Program performance.



calendar. Has used Microsoft Excel and Microsoft Projects in the past for

Program Management.

Section Items


Home – Program Manager Portal

Group Details IBM TRIRIGA Program Manager


Section Items

License Details IBM TRIRIGA Capital Projects Manager IBM TRIRIGA Capital Projects Manager Upgrade IBM TRIRIGA Workplace Performance Management Projects


My Programs ( Budget, Commitments, Commitments + Pending Funding Requests)


My Programs and Projects Current Budget to Forecast (Projects)

Performance Metrics triWPMProgramManager

% Projects Over Schedule Contract On-Time Completion Rate % Projects Over Budget % Current Budget To Forecast % Change Order To Budget

Scorecard – Financial Program Budget (USD) - triProgramFact - Metric - Program Budget Current Budget to Forecast (%) - triCapitalProjectFact - Metric -

Current Budget to Forecast Percent Projects Over Budget (%) (Score) - triCapitalProjectFact -

Metric - Percent Project Over Budget (Score) Change Order to Budget (%) - triCapitalProjectFact - Metric - Change

Order to Budget Change Order to Contract (%) - triCapitalProjectContractFact - Metric

- Change Order to Contract



Scorecard – Operational Project Schedule Variance (%) - triCapitalProjectFact - Metric - Project Schedule Variance

Percent Projects Over Schedule (%) (Score) - triCapitalProjectFact - Metric - Percent Project Over Schedule (Score)

Contract On-Time Completion Rate (%) (Score) - triCapitalProjectContractFact - Metric - Contract On-Time Completion Rate (Score)

Percent RFI Overdue (%) - triRFIFact - Metric - Percent RFI Overdue


N/A


Project Manager Role Usage Profile

Project Manager Project Managers are typically responsible for new construction and major renovation projects, as well as Facility Assessment (component renewal), Environmental or other projects that require the coordination of several team members, and budget and schedule management.

In many companies the Project Manager will report to a Project Management Office (PMO) or to a Program Manager.

The IWMS Project Manager:

Estimates and submits funding requests for new Projects. Establishes and manages the project budget and schedule. Coordinates all project activities including design and

construction, inspections, and permits. Manages all project-related Proposals, Contracts, Purchase

Orders, Change Orders, Invoices and Payments. Manages the close-out activities at Project completion to ensure

all aspects of the project have been successfully resolved. Reports to senior management on project performance.



calendar. Has used (and in some cases prefers to use) Microsoft Project for

advanced project scheduling and resource assignments.

Section Items


Home – Project Manager Portal

Group Details IBM TRIRIGA Project Manager

License Details IBM TRIRIGA Capital Projects Manager IBM TRIRIGA Workplace Performance Management Projects


My Project Schedule Variance My Current Budget to Forecast


My Active Projects


Section Items

Performance Metrics triWPMProjectManager

% Project Over Schedule My Current Budget to Forecast My Project Schedule Variance My Change Orders to Budget My Change Orders to Contract
















Section Items










N/A

Project Container (in Project Context View) A typical Program Manager or Project Manager role must work within the context of a Project. The Project Container Home portal is used for this purpose.

For more information about project context switching, see the IBM TRIRIGA 10 Program and Project Management User Guide.

Section Items


Home – Project Container Portal

Group Details IBM TRIRIGA Project Team Member

License Details IBM TRIRIGA Capital Projects Manager Licenses associated with the selected role


N/A


Project Cash Flow Contract, Invoiced To Date, Change Orders Project Cost Variance Project Schedule Variance


Section Items

Performance Metrics triWPMProjectManager

My Change Orders to Budget % Project Over Schedule My Current Budget to Forecast My Original Budget To Forecast
















Section Items










N/A


7. Appendix C – Metrics In this appendix, the following abbreviations represent IBM TRIRIGA’s Workplace Performance Management products:


Metric Categories IBM TRIRIGA Workplace Performance Management specifically prescribes the IWMS Balanced Scorecard and delivers performance targets and measures to align workplace resources to business objectives. Both a measurement and management system, IBM TRIRIGA Workplace Performance Management provides workplace managers and employees with a view of workplace performance from the following key dimensions:

Financial Performance: Measures the cost of operations, total occupancy costs, revenue weeks, and profitability of workplace operations and resources.

Operational Performance: Measures the efficiency and effectiveness of workplace processes. Customer Performance: Measures how well workplace operations align with the business

organization needs. Portfolio Performance: Measures the utilization, condition, and return on workplace assets. Environmental Performance: Measures cost, intensity, and recovery for Energy, Emissions,

Water, and Waste.

IBM TRIRIGA assumes that the external corporate financial system is hierarchical and aggregates costs at the building/structure level, and that the cost code structure and roll-up align with common industry definitions of: Capital, Cost of Operations (IFMA definition), Operating Costs (IFMA definition), Capital or Expense.

This appendix provides a detailed explanation of each metric delivered with the IBM TRIRIGA Workplace Performance Management products.


Metric Details

% On-time Delivery – My Projects Item Description

Name % On-time Delivery – My Projects

Metric ID 1019-01-OP-S

Metric Category Operational

Metric Objective Identify operational performance of the active user in delivering Real Estate Projects (Transactions) within planned schedule.

Analysis Objective for Exception Conditions

Determine root cause of delayed projects. If projects are late they may impact revenue (Retail etc.) and/or Customer Satisfaction.

Description Calculates actual end date of a real estate project against the planned end date.

Source (of metric recommendation or industry benchmark reference)

Customer Focus Group

Measurement Achieved on-time delivery

Dependent Data that is calculated

RE Project:

o Real Estate Project Actual End Date

o Real Estate Project Planned End Date

Roles RE Transaction (Portfolio) Manager

Display/Chart Types Score-based: Horizontal Stacked Bar Chart (Capture Period: Vertical Stacked Bar Chart)

Thresholds (default) Low Threshold: 1

High Threshold: Not Used

Range 1: Below Target/Negative/Red

Range 2: On Target/Positive/Green

Range 3: Not Used


Item Description

Fact Details Module: triMetricFact

Business Object: triREProjectFact

Metric Queries:

triREProjectFact - Metric - % On-time Delivery of RE Projects - My Projects (Score)

Drill Paths (view by) (chart or table axis)

Geography, Project Type, Capture Period

Filters (Interactive) Geography, Project Type

Filters (Static) RE Projects completed in data point refresh period, Active User (USERID) = Project Manager

Sub-tabs Data – standard for all metrics

Related Reports sub-tabs: 2048-01-R 2049-01-R

Time Months

Data Point Refresh Rate Monthly

License Dependency Real Estate, Facilities

Functional Dependency Space Use Agreements (Real Estate), Space Allocations (Facilities)

% On-time Delivery – My Tasks Item Description

Name % On-time Delivery – My Tasks



Metric Objective Identify operational performance of the active user in delivering Real Estate Project/Tasks within planned schedule.



Description Calculates actual end date of a task against the planned end date.


Item Description





Tasks:

o Actual End Date

o Planned End Date

Roles RE Transaction (Portfolio) Manager, RE Project Team Member




Range 1: Low/Negative/Red

Range 2: High/Positive/Green

Range 3: Not Used



Metric Queries:

triREProjectTaskFact - Metric - % On-time Completion - My Tasks (Score)


Geography, Project, Project Name, Task Name, Capture Period

Filters (Interactive) Geography, Project Name, Project Type, Task Name

Filters (Static) Tasks completed in data point refresh period, Active User (USERID) = Project Manager


Related Reports sub-tabs: 2055-01-R 2056-01-R 2057-01-R

Time Months




Item Description


% On-time Delivery – Real Estate Projects Item Description

Name % On-time Delivery - Real Estate Projects



Metric Objective Identify operational performance of Real Estate department in delivering Real Estate Projects (Transactions) within planned schedule.


Determine root cause of delayed projects. If projects are late they may impact revenue (Retail) and/or Customer Satisfaction.

Description Calculates actual end date of a real estate project against the planned end date.





RE Project:


o Real Estate Project Planned End Date

Roles RE Executive






Range 3: Not Used


Item Description



Metric Queries:

triREProjectFact - Metric - % On-time Delivery of RE Projects (Score)

Scorecard Setup Default Target = 96%

Results based on % Green projects


Geography, Project Manager, Project Type, Capture Period

Filters (Interactive) Geography, Project Manager, Project Type

Filters (Static) Completed Projects



Time Months




% On-time Payments - My Real Estate Contracts Item Description

Name % On-time Payments - My Real Estate Contracts

Metric ID 1013-01-OP


Metric Objective Identify operational performance of the active user in delivering on-time payments within the due date - avoiding potential penalties and late fees.


Determine root cause of delayed payments. If payments are late they may increase expenses through late fees and other penalties.


Item Description

Description Calculates payment actual date paid of a task against the payment due date.



Measurement Count of on-time payments / Total count of payments


RE Contracts:

Payment Line Items:

o Due Date

o Paid Date:

Roles RE Lease/Contract Manager

Display/Chart Types Value-based: Horizontal Grouped Bar (percent) Chart (Capture Period: Vertical Grouped Bar (percent) Chart)





Range 3: Not Used


Business Object: triREPaymentFact

Metric Queries:

triREPaymentFact - Metric - % On-time Payment - My Real Estate Contracts


Organization, Payment Type, Cost Code, Contract Type, Capture Period

Filters (Interactive) Organization, Contract Name, Contract Type, Payment Type

Filters (Static) Payment Line Items paid in data point refresh period, RE Contracts filtered to Active User (USERID) = Project Manager


Related Reports sub-tabs: 2061-01-R 2062-01-R 2063-01-R 2064-01-R

Time Months


Item Description




% Portfolio Leased Item Description

Name % Portfolio Leased

Metric ID 1010-01-PO

Metric Category Portfolio

Metric Objective Define portfolio agility/flexibility.


Determine the overall agility of the portfolio; can be used to indicate whether leased or owned strategy is important in a transaction.

Description Provides a measure of portfolio agility/flexibility. The higher the ratio the more agile the portfolio.

Source of metric recommendation, or industry benchmark reference

BOMA, GSA

Measurement Sum of Rentable Area (Active Real Estate Leases) / Sum of Rentable Area (All Active RE Contracts)


RE Contracts:

o Sum of Rentable Area from RE Leases

o Sum of Rentable Area from All Active RE Contracts (Owned Property + Leases)

Roles EN Workplace Executive, FA Manager, FA Space Planner, RE Executive



Item Description

Thresholds (default) Low Threshold: .29 (29%)




Range 3: Not Used


Business Object: triREContractFact

Metric Queries:

triREContractFact - Metric - % Portfolio Leased vs. Owned


Geography, Organization, Capture Period

Filters (Interactive) Geography, Organization

Filters (Static) Active RE Contracts (Commencement Date <= TODAY AND Expiration Date >= TODAY AND Status NOT IN (’Retired’, ’Terminated’))


Related Reports sub-tabs: N/A

Time Months




% Savings from Audits Item Description

Name % Savings from Audits



Metric Objective Identify operational performance of CAM/OPEX audits in avoiding non-contracted payment line items.


Item Description


Determine effectiveness of CAM/OPEX audits.

Description Calculates audited payment savings against invoiced amounts.



Measurement Total of Payment Difference / Total Amount Billed per Landlord


Payment Reconciliation

o Amount Billed per Landlord

o Payment Difference




High Threshold: .05 (5%)

Range 1: Poor/Negative/Red

Range 2: On Target/Caution/Yellow

Range 3: Good/Positive/Green


Business Object: triREPaymentReconciliationFact

Metric Queries:

triREPaymentReconciliationFact - Metric - % Savings From Audits


Tenant Organization, Geography, Cost Code, Contract Name, Capture Period

Filters (Interactive) Tenant Organization, Geography, Contract Name, Cost Code

Filters (Static) Payment Reconciliations within data point refresh period, RE Contracts filtered to Active User (USERID) = Project Manager


Related Reports sub-tabs: 2066-01-R

Time Months


Item Description




Area per Person – RE Contracts Item Description

Name Area per Person – RE Contracts

Metric ID 1007-01-PO-S


Metric Objective Define opportunities for disposition of real property assets.


Determine what RE Contracts are outside of planned values to indicate whether disposition/termination or reconfiguration is desirable. Use time trend to compare over time to identify anomalies, good or poor trends.

Description Organizations strive to keep the area per person ratio low. High area per person can indicate unacceptable space quality, inadequate service delivery, or poor geographical location.


BOMA, GSA

Measurement Total Rentable Area / Total Headcount


RE Contract (triREContract):

o Total Rentable Area

o Total Headcount




Item Description

Thresholds (default) Low Threshold: 330 RSF/Person

High Threshold: 370 RSF/Person

Range 1: Low/Caution/Yellow

Range 2: Medium/Positive/Green

Range 3: High/Negative/Red



Metric Queries:

triREContractFact – Metric – Area per Person – RE Contracts (Score)


Geography, Organization, Contract Type, Capture Period

Filters (Interactive) Geography, Organization, Contract Type, Primary Use

For US Federal Government: Geography, Organization, Contract Type, Real Property Type, Real Property Use, Mission Dependency




Time Months


License Dependency Real Estate

Functional Dependency Space Use Agreements, Space Allocations

Average Days Outstanding Item Description

Name Average Days Outstanding




Item Description

Metric Objective Identify operational performance of receivables.


Determine what payment issues exist, bad creditors, and the like. It may be used to indicate whether contract should be terminated.

Description Lease receivables measured in average days outstanding.



Measurement Average of Outstanding Receivables ( TODAY – Payment Due Date )


Payment Line Items:

o Outstanding Receivables = Payment Line Items, where due date less than or equal to TODAY AND date paid is NULL

o Payment Due Date

o Paid Date


Display/Chart Types Value-based: Horizontal Grouped Bar Chart (Capture Period: Vertical Grouped Bar Chart)


High Threshold: 30






Metric Queries:

triREPaymentFact - Metric - Average Days Outstanding


Organization, Payment Type, Contract Name, Contract Type, Capture Period

Filters (Interactive) Organization, Contract Name, Payment Type, Contract Type

Filters (Static) Payment Line Items paid in data point refresh period, RE Contracts filtered to Active User (USERID) = Contract Administrator


Item Description

Suppress Zero Values (value/list filter)

Yes, suppress graphic display of zero values

Yes, suppress interactive filters list or drill-path list with zero values



Time Months




Average Overall Transaction Score Item Description

Name Average Overall Transaction Score



Metric Objective Identify operational performance of the Real Estate department in delivering Real Estate Projects (Transactions) - quality based on average Overall CTQ Score for completed RE Projects.


Determine root cause of poor quality in completed transactions.

Description Average Overall Transaction Score for completed RE Projects.



Measurement Overall Sigma Score


RE Projects:

o Overall Sigma Score

Roles RE Executive


Item Description



High Threshold: 4


Range 2: Under Performing/Caution/Yellow




Metric Queries:

triREProjectFact - Metric - Average Overall Transaction Score (Score)


Geography, Portfolio Manager, Capture Period

Filters (Interactive) Geography, Portfolio Manager

Filters (Static) RE Projects completed in data point refresh period


Related Reports sub-tab: 2052-01-R

Time Months



Functional Dependency Space Use Agreements (Real Estate)

Average Overall Transaction Score – My Projects Item Description

Name Average Overall Transaction Score – My Projects




Item Description

Metric Objective Identify operational performance of the active user in delivering Real Estate Projects (Transactions) - quality based on average Overall CTQ Score for completed RE Projects.


Determine root cause of poor quality in completed transactions.

Description Averages overall transaction score for completed RE Projects.



Measurement Overall Sigma Score


RE Projects:

o Overall Sigma Score

Roles RE Transaction (Portfolio) Manager, RE Lease/Contract Manager



High Threshold: 4






Metric Queries:

triREProjectFact - Metric - Average Overall Transaction Score - My Projects (Score)


Geography, Capture Period

Filters (Interactive) Geography





Item Description

Time Months




Callback Index Item Description

Name Callback Index

Metric ID 1042-01-OP, 1042-01-OP-S


Metric Objective Determine the level of tasks that are not completed on the first response and require subsequent ‘call back’ tasks to resolve the original issue.


Determine how effective the operations team is in satisfying assigned work on the first response. View this metric over time to show, analyze, and adjust training or resource assignment based on observed trends. Benchmark against industry standards.


Item Description

Description Informs management how the internal and/or external service providers are performing and the accuracy of ‘first response’ resolution. The customer company/agency expects that services will be performed within the time and costs specified in the various agreements and contracts – without requiring additional call back work.

This is an exception-based metric that is evaluating under-performers only.

Benchmark against industry standards.

This metric is useful for monitoring performance on at least the following topics:

o Rework related to Operator training

o Rework related to Maintenance training (lack of knowledge or skills)

o Lost productivity related to training

o Rework related to under-performing technicians

o Rework related to improper procedures



Measurement Total number of Completed Corrective Tasks where ‘Callback’ equals TRUE / Total number of Completed Corrective Tasks


Total number of Completed Tasks where ‘Callback’ field = TRUE and Task Type = Corrective

Total number of Completed Tasks where Task Type = Corrective

Roles OP Service Manager, OP External Service Provider Manager

Display/Chart Types 1) Value-based: Horizontal Grouped Bar (percent) Chart (Capture Period: Vertical Grouped Bar (percent) Chart)

2) Score-based: Horizontal Stacked Bar Chart (Capture Period: Vertical Stacked Bar Chart)



Range 1: Low/Positive/Green

Range 2: Medium/Caution/Yellow



Item Description


Business Object: triTaskResourceFact

Metric Queries:

triTaskResourceFact - Metric - Callback Index

triTaskResourceFact - Metric - Callback Index (Score)

Drill Paths (chart or table axis)

Geography, Location, Assigned Resource, Request Class, Responsible Organization, Capture Period

Filters (Interactive) Geography, Location, Responsible Organization, Request Class, Assigned Resource

Filters (Static) Tasks (only Task types with a Responsible Organization section)

Status = Completed or Closed Tasks



Time Months


License Dependency IBM TRIRIGA Operations

Functional Dependency Task Management, Service Management

Capital Cost (Actual vs. Budget) Item Description

Name Capital Cost (Actual vs. Budget)

Metric ID 1050-01-FI

Metric Category Financial

Metric Objective Capital Costs are within spending targets.


Determine what buildings are within targets or performing poorly to budget goals. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.


Item Description

Description Facilitates the measurement of actual costs against budgeted costs. (Represented by Cost Codes in IBM TRIRIGA).

Source Various

Benchmark Source IFMA, BOMA, APPA

Measurement Capital Cost (Actual vs. Budget)


Financial Summary Object provides summary data for total capital costs

Roles EN Workplace Executive, ES Manager, FA Manager, OP Executive, OP Facility Assessment Manager

Display/Chart Types Capture Period: Horizontal Grouped Bar (percent) Chart (Capture Period: Vertical Grouped Bar (percent) Chart)

Thresholds (default) Low Threshold: $.85/RSF

High Threshold: $1.50/RSF

Range 1: Under Budget/Caution/Yellow


Range 3: Over Budget/Negative/Red


Business Object: triBuildingCostFact

Metric Queries:

triBuildingCostFact - Metric - Capital Cost Ratio (Actual / Budget) Metric


Geography, Location, Time, Service Class, Capture Period

Filters (Interactive) Geography, Location, Service Class, Building Tenure (Lease/Own) , Organization (from cost code organization)

For US Federal Government: Geography, Location, Service Class, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Organization (from cost code organization)

Filters (Static) Cost Type = Capital




Item Description

Time Months

Data Point Refresh Rate Monthly, after month-end close and scheduled load of financial data

Capital Cost (Budget vs. Actual vs. Forecast) Item Description

Name Capital Cost (Budget vs. Actual vs. Forecast)



Metric Objective Capital Costs are within spending targets.




Source Various


Measurement Capital Cost (Budget vs. Actual vs. Forecast)


Financial Summary Object provides summary data for total capital costs

Roles EN Workplace Executive, FA Manager, OP Executive, OP Facility Assessment Manager

Display/Chart Types Capture Period: Line/Bar Chart

Thresholds (default) None



Metric Queries:

triBuildingCostFact - Metric - Capital Cost (Budget vs. Actual) Metric


Item Description


Capture Period

Filters (Interactive) Geography, Location, Time, Service Class, Building Tenure (Lease/Own) , Organization (from cost code organization)

For US Federal Government: Geography, Location, Time, Service Class, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Organization (from cost code organization)

Filters (Static) Cost Type = Capital



Time Months


Capital Renewal Index Item Description

Name Capital Renewal Index

Metric ID 1064-01-PO, 1064-01-PO-S


Metric Objective The Capital Renewal Index (CRI) is similar to the Facility Condition Index (FCI) except that it correlates the total Capital investment in a facility relative to the Current Replacement Value.


Determine the ongoing Capital investment in capital improvements and renovations against the Current Replacement Value (CRV) for the facilities. View this metric over time to show, analyze, and adjust programs based on observed trends. Benchmark against industry standards.

Description Informs management of the capital investment in a facility related to the replacement value of the facility. It is a key performance measure that provides the capital-side view of facility expenditures.


Item Description


IFMA, APPA

Measurement Total Capital Cost / Total Current Replacement Value (CRV)


Total Capital Cost: Sum of Financial Summary table filtered for Cost Type = Capital

Total Current Replacement Value: Building Condition Assessment Tab holds the Current Replacement Value for each building (CRV = Gross Area * Cost per Area)

Roles EN Workplace Executive (not score), ES Manager, OP Executive, OP Service Manager, OP External Service Provider Manager, OP Facility Assessment Manager





Range 1: Low Capital Investment/Caution/Yellow

Range 2: Medium Capital Investment/Positive/Green

Range 3: High Capital Investment/Caution/Yellow


Business Object: triBuildingFact

Metric Queries:

triBuildingFact - Metric - Capital Renewal Index

triBuildingFact - Metric - Capital Renewal Index (Score)


Geography, Location, Building Class, Building Tenure, Capture Period

Filters (Interactive) Geography, Location, Building Class, Building Tenure

For US Federal Government: Geography, Location, Real Property Type, Real Property Use, Mission Dependency, Legal Interest

Filters (Static) Include Active Status Dimensions Only




Item Description

Time Months


License Dependency IBM TRIRIGA Facility Assessment, IBM TRIRIGA Operations

Functional Dependency Building (Current Replacement Value fields), Financial data from external corporate system

Change Orders to Budget Item Description

Name Change Orders to Budget (Capital Projects Only)



Metric Objective Determine what percent of budget is comprised of change orders; also related data displays impact potential change orders may contribute as a percent of budget.


Identify projects where change orders are increasing as a percent of overall budget, and provide drill down capabilities into the project’s change orders to find out why.

Description Identifies how much of a project’s budget is comprised of change orders as a percent of the overall budget. The user is alerted when the amount of change orders against budget nears unacceptable levels.



Measurement Project Total Change Orders / Current Project Budget


Roles PR Manager, PR Team Member

Display/Chart Types Value-based: Horizontal Grouped Bar (percent) Chart


Item Description







Business Object: triCapitalProjectFact

Metric Queries:

triCapitalProjectFact – Metric – Change Order to Budget


Program, Project

Filters (Interactive) Geography, Organization, Capture Period

Filters (Static) Change orders on Active Projects

Approved Change Orders, including change orders that have been approved and closed

Time Months


Related Reports Query Data – standard for all metrics


Change Orders to Contract Item Description

Name Change Orders to Contract

Metric ID 1078-01-FI-S


Metric Objective Determine what percent of a contract is comprised of change orders; also related data displays impact potential change orders may contribute as a percent of contract.


Item Description


When change orders make up a large percent of the overall contract, project managers need to determine why and take action, especially if it is trending upward.

Description Identifies how much of a project’s budget is comprised of change orders, as a percent of the original Contract commitment. The user is alerted when the amount of change orders against budget nears unacceptable levels.



Measurement Total Contract Change Order Amount / Contract Original Commitment


Total Contract Change Order Amount = Sum of the “Change Amount” on each change order per contract

Contract Original Commitment = On the Contract General page, Summary section, A. Original Commitment amount.


Display/Chart Types Score-based: Horizontal Stacked Bar Chart







Business Object: triCapitalProjectContractFact

Metric Queries:

triCapitalProjectContractFact – Metric – Change Order to Contract (Score)


Program, Project, Vendor, Capture Period

Filters (Interactive) Geography, Organization, Vendor

Filters (Static) Active projects

Time Months


Item Description




Churn Rate (%) Item Description

Name Churn Rate (%)



Metric Objective Determine people move activity levels and indirectly determine negative productivity impacts caused by excessive moves.


Analyze churn rates at a building level and organization level to focus investigation on root causes of exception conditions. Further drill into Move Types and Move Reasons for more detailed analysis. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description The Churn Rate may indicate excessive moves, move costs, and productivity disruption from move activity. However, churn rates increase in periods of change (grow, consolidate, reorganize) to met business needs. Thus, other slices of information based on time trends, move type, move reason, or organization may indicate opportunities or areas to investigate further.

Source IFMA

Benchmark Source IFMA (BM#25)

Measurement Total number of Moves / Total number of Workers


Moves: Count of People moved per time period (from Move Log)

Total Workers: Count of People assigned to Space

Roles FA Manager, FA Space Planner, FA Move Planner



Item Description







Business Object: triSpaceAllocationFact

Metric Queries:

triSpaceAllocationFact - Metric - Churn Rate (%) Metric


Geography, Location, Organization, Capture Period

Filters (Interactive) Geography, Location, Organization

For US Federal Government: Geography, Location, Organization, Real Property Type, Real Property Use

Filters (Static) Active Buildings, Active Floors, Active Spaces



Time Months


Condition Index Item Description

Name Condition Index

Metric ID 1023-01-PO, 1023-01-PO-S


Metric Objective Indicate the relative physical condition of a building system, facility, or group of facilities.


Item Description


Determine the relative operational health of building systems, assets, and facilities by comparing the costs associated with known and documented ‘deficiencies’ against the Current Replacement Value (CRV) for the systems, assets, or facilities. View this metric over time to show, analyze, and adjust programs based on observed trends. Benchmark against industry standards.

Description Informs management of the relative physical health of building systems and facilities. It is a key performance measure with a well defined set of industry adopted thresholds. The FCI provides a corresponding industry accepted rule of thumb for the annual reinvestment rate to prevent further accumulation of deferred maintenance deficiencies.


IFMA, APPA

Measurement Total Cost of Deficiencies / Total Current Replacement Value (CRV)


Total Cost of Deficiencies = Total Cost of Deficiencies where Priority = Level 1, and Status not = Retired or Completed.

Total Current Replacement Value: Building Condition Assessment Tab holds the Current Replacement Value for each building (CRV = Gross Area * Cost per Area).

Total Current Replacement Value: Building System Item (Current Replacement Value for each building system (CRV))

Roles EN Workplace Executive, ES Manager, OP Executive, OP Service Manager, OP External Service Provider Manager, OP Facility Assessment Manager

Display/Chart Types 1) Value-based: Horizontal Grouped Bar Chart (Capture Period: Vertical Grouped Bar Chart)


Thresholds (default) Low Threshold: .05

High Threshold: .1





Item Description


Business Object: triBuildingSystemItemFact

Metric Queries:

triBuildingSystemItemFact - Metric - Condition Index

triBuildingSystemItemFact - Metric - Condition Index (Score)


Geography, Location, Building System Class, Capture Period

Filters (Interactive) Geography, Location, Building System Class, Building Class, Building Tenure

Filters (Static) Include Active Status Dimensions Only: Locations, Organizations, People



Time Months


License Dependency IBM TRIRIGA Facility Assessment, IBM TRIRIGA Operations

Functional Dependency Facility Assessment, Task Management, Service Management

Contact Center Efficiency Item Description

Name Contact Center Efficiency



Metric Objective Measure the efficiency of processing contact center requests.


Determine if requests are being processed to service goals. If not, investigate causes and remedies to increase efficiency

Description Time Duration per request.


Item Description



Measurement Time Duration (start time - end time) / Total Requests


Contact Center Communication Record - start time – end time

Roles OP Service Manager


Thresholds (default) Low Threshold: 3 Minutes

High Threshold: 5 Minutes





Business Object: triContactCenterFact

Metric Queries:

triContactCenterFact - Metric - Contact Center Efficiency


Geography, Problem Location, Requester Organization, Request Class, Agent Name, Capture Period

Filters (Interactive) Geography, Problem Location, Requester Organization, Request Class, Agent Name

Filters (Static)



Time Months



Functional Dependency Contact Center


Contract On-Time Completion Rate Item Description

Name Contract On-Time Completion Rate



Metric Objective Determine schedule efficiency by comparing the contracts completed on or ahead of schedule against the total number of completed contracts.


Look at the percent contracts completed on time (not percent completed late); it is a goal to get as near 100% as possible.

Description By knowing the contract on-time completion rate by vendor, for example, organizations can work to improve vendor performance.



Measurement Total contracts completed on-time / total number contracts


Contract completed on-time = Actual End Date (triFinalCompletionDA) < Planned End Date (triContractEndDA)







Range 3: Not Used



Metric Queries:

triCapitalProjectContractFact – Metric – Contract On-Time Completion Rate (Score)


Item Description


Program, Project, Contract, Vendor, Capture Period

Filters (Interactive) Geography, Organization, Project, Program, Project Manager, Status

Filters (Static) Completed Contracts

Time Months


Related Reports Query – Field Columns

Data – standard for all metrics


Cost of Operations ($/area) Item Description

Name Cost of Operations ($/area)

Metric ID 1052-01-FI, 1052-01-FI-S


Metric Objective Determine or compare Building Cost Efficiency based on building area.


Determine what building operating costs are outside of planned values to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, and trends.

Description Facilitates internal trend analysis and external benchmarking by equating operational costs as a function of Area managed (typically Rentable Square Feet). The Cost of Operations is evaluated as an overall Total Cost of Operations as well as at the sub-component level (the various Operations processes) (represented by Cost Codes in IBM TRIRIGA).

Source IFMA, BOMA, APPA

Benchmark Source IFMA (BM #25), BOMA, APPA

Measurement Total Operating Cost / Area (Area UOM)

(includes maintenance, housekeeping, and utilities)


Item Description


Financial Summary Object provides summary data for operating costs

Area: Building Rentable Area (in sq. feet or sq. meters)

The Fact table also captures Gross and Usable area values.

Roles EN Workplace Executive, FA Manager, FA Space Planner, OP Executive, OP Service Manager, OP Facility Assessment Manager

Display/Chart Types 1) Value-based: Horizontal Stacked Bar Chart (Capture Period: Vertical Stacked Bar Chart)


Thresholds (default) Low Threshold: $3/RSF

High Threshold: $6/RSF






Metric Queries:

triBuildingFact - Metric - Cost of Operations ($ / Area) Metric

triBuildingFact - Metric - Cost of Operations ($ / Area) Metric (Score)


Geography, Location, Capture Period

Filters (Interactive) Geography, Location, Time, Building Class, Building Tenure (Lease/Own)

For US Federal Government: Geography, Location, Time, Real Property Type, Real Property Use, Mission Dependency, Legal Interest

Filters (Static) Active Buildings, Operating Costs


Related Reports sub-tabs: 2001-01-R, 2024-01-R, 2025-01-R, 2026-01-R

Time Months


Item Description


Cost of Operations ($/person) Item Description

Name Cost of Operations ($/person)

Metric ID 1053-01-FI, 1053-01-FI-S


Metric Objective Determine or compare building cost efficiency based on occupants housed.


Determine what building operating costs are causing the over-expenditure to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Facilitates internal trend analysis and external benchmarking by equating operational costs as a function of the overall facility occupant population. The Cost of Operations is evaluated as an overall Total Cost of Operations as well as at the sub-component level (the various Operations processes) (represented by Cost Codes in IBM TRIRIGA).



Measurement Total Operating Cost / Total number of Workers

(Includes maintenance, housekeeping, and utilities)



Workers: People assigned to building’s spaces, floors, or building.

Roles FA Manager, FA Space Planner, OP Executive, OP Service Manager, OP Facility Assessment Manager


Item Description



Thresholds (default) Low Threshold: $1200/Person

High Threshold: $2400/Person






Metric Queries:

triBuildingFact - Metric - Cost of Operations ($ / Person) Metric triBuildingFact - Metric - Cost of Operations ($ / Person) Metric (Score)





Filters (Static) Active Buildings, Operating Cost



Time Months



Cost of Operations (by Service Type) Item Description

Name Cost of Operations (by Service Type)



Metric Objective Determine or compare building cost efficiency based on the type of services provided.


Determine what building operating costs are causing the over-expenditure to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Facilitates internal trend analysis and external benchmarking by equating operational costs as a function of the services provided. The Cost of Operations is evaluated as an overall Total Cost of Operations as well as at the sub-component level (the various Operations processes) (represented by Cost Codes in IBM TRIRIGA).



Measurement Total Operating Cost by Service Type

(Includes maintenance, housekeeping, and utilities)



Roles FA Manager, FA Space Planner, OP Executive, OP Service Manager, OP Facility Assessment Manager

Display/Chart Types Value-based: Horizontal Stacked Bar Chart (Capture Period: Vertical Stacked Bar)

Thresholds (default) Low Threshold: Not Used


Range 1: Not Used

Range 2: Not Used

Range 3: Not Used


Item Description



Metric Queries:

triBuildingCostFact - Metric - Total Cost of Operations ($ / Service Type ) Metric


Geography, Location, Service Class, Organization, Capture Period

Filters (Interactive) Geography, Location, Building Class, Service Class, Organization

For US Federal Government: Geography, Location, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Service Class, Organization

Filters (Static) Active Buildings, Operating Cost



Time Months


Cost per Area (Leased) – RE Contracts Item Description

Name Cost per Area (Leased) – RE Contracts



Metric Objective Determine or compare cost efficiency based on contract rentable area.


Determine what real estate leases have good or poor cost efficiencies. Determine which particular real estate costs are causing the inefficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.


Item Description

Description Facilitates internal trend analysis and external benchmarking by equating real estate costs as a function of area managed (typically rentable square foot).


BOMA, GSA

Measurement Total Real Estate Cost (leased) / Total Rentable Area


Total Real Estate Cost: Lease real estate costs populated from Payment Line Items

Real Estate Lease (triREContract): Total Rentable Area



Thresholds (default) Low Threshold: $20.21/RSF







Metric Queries:

triREContractFact – Metric – Cost per Area - Leased



Filters (Interactive) Geography, Organization, Primary Use

For US Federal Government: Geography, Organization, Real Property Type, Real Property Use, Mission Dependency




Time Months


Item Description




Cost per Area (Owned) – RE Contracts Item Description

Name Cost per Area (Owned) – RE Contracts



Metric Objective Determine or compare cost efficiency based on contract rentable area.


Determine what owned properties have good or poor cost efficiencies. Determine which particular real estate costs are causing the inefficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Facilitates internal trend analysis and external benchmarking by equating real estate costs as a function of area managed (typically Rentable Square Foot.)


BOMA, GSA

Measurement Total Real Estate Cost (owned) / Total Rentable Area


Total Real Estate Cost: Owned Property real estate costs populated from Payment Line Items

Owned Property: Total Rentable Area




Item Description








Metric Queries:

triREContractFact – Metric – Cost per Area - Owned



Filters (Interactive) Geography, Organization, Primary Use

For US Federal Government: Geography, Organization, Real Property Type, Real Property Use, Mission Dependency




Time Months




Cost per Person – RE Contracts Item Description

Name Cost per Person – RE Contracts




Item Description



Determine what real estate contracts are outside of planned values to indicate whether disposition is desirable. Use time trend to compare over time to identify anomalies, good or poor trends.

Description Organizations strive to keep the cost per person ratio low. High cost per person can indicate unacceptable space quality, inadequate service delivery, or poor geographical location.


BOMA, GSA

Measurement Total Real Estate Cost / Total Headcount


Total Real Estate Cost: Real estate costs populated from Payment Line Items

RE Contract:

o Total Headcount

Roles RE Executive, RE Transaction (Portfolio) Manager


Thresholds (default) Low Threshold: $13,050/Person

High Threshold: $14,500/Person






Metric Queries:

triREContractFact – Metric – Cost per Person






Item Description




Time Months




Cost per Seat – RE Contracts Item Description

Name Cost per Seat – RE Contracts





Determine what real estate contracts are outside of planned values to indicate whether disposition is desirable. Use time trend to compare over time to identify anomalies, good or poor trends.

Description Organizations strive to keep the cost per seat ratio low.


BOMA, GSA

Measurement Total Real Estate Cost / Total Seats


Total Real Estate Cost: Real Estate lease costs populated from Payment Line Items

RE Contract:

o Total Seats



Item Description


Thresholds (default) Low Threshold: $2500/Seat

High Threshold: $6000/Seat






Metric Queries:

triREContractFact - Metric - Cost per Seat








Time Months




Current Budget to Forecast Item Description

Name Current Budget to Forecast


Item Description



Metric Objective Identify projects that are over the current budget and drill down to see how much specific projects are over budget.


Identify projects that have exceeded the over-budget threshold.

Description Identifies projects that have exceeded budget variance objectives, to know how far off budget those projects are, and to allow the user to drill into a specific project and identify variances at the project cost code level.



Measurement Project Budget / Forecast Final Budget


Roles PR Executive, PR Manager


Thresholds (default) Low Threshold: 0 (0%)







Metric Queries:

triCapitalProjectFact - Metric - Current Budget to Forecast


Program, Geography, Project, Project Type, Project Classification, Capture Period

Filters (Interactive) Organization (Primary Organization for the Person who is the Project Manager Role), Geography, Budget Classification (Capital, Operating)


Item Description

Filters (Static) Status: Active and Revision In-Progress projects only.

Time Months




License Dependency IBM TRIRIGA Capital Projects Manager

Functional Dependency Capital Projects, Budgets, Change Order Management

Custodial-Housekeeping Costs / Area ($/area) Item Description

Name Custodial-Housekeeping Costs / Area ($/area)

Metric ID 1061-01-FI, 1061-01-FI-S


Metric Objective Determine cost efficiency based on comparing the custodial costs to the overall area of the facilities.


Determine what facilities have good or poor cost efficiencies. Determine which particular custodial costs are causing the inefficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends. Benchmark against industry standards.

Description Informs management how they match up against industry benchmarks and allows managers to compare Custodial costs across geographical regions, facilities, and building types. The operations manager strives to strike a balance between efficient use of maintenance funds and customer satisfaction. Therefore, the lowest cost per area does not necessarily indicate good performance. This metric should be used in conjunction with other metrics such as the customer satisfaction metrics to indicate whether the maintenance funds are sufficient to maintain the building and support the efficiency of the corporate functions.


IFMA


Item Description

Measurement Total Custodial Cost / Total Facility Area


Total Custodial Cost: Sum of Financial Summary table filtered for Cost Type = Custodial.

Total Area: Building Rentable Area

Roles OP Executive, OP Service Manager, OP External Service Provider Manager





Range 1: Under Maintained/Caution/Yellow

Range 2: Adequate Maintenance/Positive/Green

Range 3: Excessive Maintenance/Negative/Red



Metric Queries:

triBuildingFact - Metric - Custodial-Housekeeping Costs / Area ($ / Area)

triBuildingFact - Metric - Custodial-Housekeeping Costs / Area ($ / Area) (Score)





Filters (Static) Cost Type Classification = Custodial/Housekeeping



Time Months



Item Description


Functional Dependency Building (Area Calculations), Financial data from external corporate system

Customer Satisfaction - Facilities Item Description

Name Customer Satisfaction

Metric ID 1031-01-CU, 1031-01-CU-S

Metric Category Customer

Metric Objective Determine worker/occupant satisfaction with services and workplace solutions to indicate opportunities for improvement, improvement trends, or poor performance trends.


Determine root cause of negative survey responses submitted; identify improvement opportunities; identify misaligned service levels, expectation gaps, and consumer perceptions; and recognize and reward excellent customer service.

Description Informs management how effective the organization is at satisfying the requests of the facility occupants. It is based on the aggregated scores from the returned evaluation forms.



Measurement Sum of Survey Response Scores / Total Survey Maximum Score

Roles EN Workplace Executive, FA Manager, FA Space Planner, FA Move Planner


2) Score-based: Horizontal Grouped Bar (percent) Chart (Capture Period: Vertical Grouped Bar (percent) Chart)


Item Description







Business Object: triSurveyFact

Metric Queries:

triSurveyFact - Metric - Customer Satisfaction (%) Metric – Facilities

triSurveyFact - Metric - Customer Satisfaction (%) Metric – Facilities (Score)


Geography, Location, Responsible Organization, Request Class, Capture Period, Question Category

Filters (Interactive) Geography, Location, Responsible Organization, Request Class, Question Category

For US Federal Government: Geography, Location, Organization, Space Class, Real Property Type, Real Property Use

Filters (Static) Active Buildings, Active Floors



Time Months


Density (area/person) Item Description

Name Density (area/person)

Metric ID 1075-01-PO, 1075-01-PO-S



Item Description

Metric Objective Determine efficiency of housing workers (people) to space area to identify opportunities in building/floor capacity or occupancy improvements.


Determine which building and floor locations to focus investigation on root causes of exception conditions. Further drill into Space Classifications for more detailed location analysis. Review utilization metric by organization to determine occupants with opportunities for improvement. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Facilitates building occupancy capacity and layout efficiency comparisons for internal trend analysis and external benchmarking by equating area utilized to a per-worker (person) metric.

Source IFMA

Benchmark Source IFMA (BM #23, 25)

Measurement Total Area / Total number of Workers


Area: Area as filtered/grouped by drill-path or interactive filter

Person (workers): all People assigned within a building (to space, floor or building)

Roles FA Manager, FA Space Planner



Thresholds (default) Low Threshold: 230 SF/Person

High Threshold: 350 SF/Person





Business Object: triSpacePeopleFact

Metric Queries:

triSpacePeopleFact - Metric - Density (Area / Person) Metric

triSpacePeopleFact - Metric - Density (Area / Person) Metric (Score)


Item Description


Geography, Location, Space Class, Organization, Capture Period

Filters (Interactive) Geography, Location, Space Class, Organization, Worker Type

For US Federal Government: Geography, Location, Space Class, Organization, Worker Type, Real Property Type, Real Property Use

Filters (Static) Active Buildings, Active Floors, Active Spaces, Active People


Related Reports sub-tabs: 2024-01-R 2025-01-R 2026-01-R 2028-01-R 2029-01-R 2030-01-R 2031-01-R

Time Months


Density (area/workpoint) Item Description

Name Density (area/workpoint)

Metric ID 1069-01-PO, 1069-01-PO-S


Metric Objective Determine efficiency of workstation/workpoint standard sizing to identify opportunities in workstation layout or standards improvements.


Determine which building and floor locations to focus investigation on root causes of exception condition. Further drill into Space Classifications for more detailed location analysis. Review utilization metric by organization to determine occupants with opportunities for improvement. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Facilitates building occupancy capacity and layout efficiency comparisons for internal trend analysis and external benchmarking by equating area utilized to a per-workpoint metric.


Item Description



Measurement Total Area / Total number of Workpoints


Area: Area as filtered by drill-path or interactive filter

Workpoint: Capacity of space (filtered on Workpoint = TRUE)




Thresholds (default) Low Threshold: 250 SF/Workpoint

High Threshold: 400 SF/Workpoint






Metric Queries:

triSpaceAllocationFact - Metric - Density ( Area / Workpoint)

triSpaceAllocationFact - Metric - Density ( Area / Workpoint) (Score)



Filters (Interactive) Geography, Location, Organization, Space Class




Time Months



Emergency Task Cost Ratio Item Description

Name Emergency Task Cost Ratio

Metric ID 1038-01-OP, 1038-01-OP-S


Metric Objective Determine the level of emergency maintenance work performed compared to maintenance work scheduled.


Determine the percentage of emergency maintenance task costs in a reporting period vs. the total task costs completed during the same period.

View this metric over time to show, analyze, and adjust preventive programs based on observed trends. If the level of emergency or breakdown activities is high, then the productivity rates for the labor resources whether in-house or contract, is low.


Description Informs management how effective the organization is at implementing on the planned preventive maintenance program. It is useful for examining if maintenance labor is being consumed by emergency or breakdown work. Typically, if the amount of emergency or breakdown work consumes more than 20% of the maintenance labor resources, then the preventive maintenance program is viewed as ineffective. Therefore, this metric effectively measures the compliance an organization has with its preventive maintenance program. It is one of the key indicators for any preventive maintenance program. Use in combination with other metrics such as the Facilities Condition Index (FCI), the Preventive to Repair Maintenance Ratio, the Preventive Maintenance Task Completion Ratio and other financial metrics to determine the effectiveness of the preventive maintenance program.



Measurement Total Emergency Task Cost / Total Maintenance Cost


Total Emergency Task Cost = Total Cost of Tasks Completed where Task Priority = Emergency, Status = Complete or Closed, and Planned End is within the capture period

Total Maintenance Cost = Total Cost of Tasks Completed, Status = Complete or Closed, and Planned End is within the capture period


Item Description

Roles OP Service Manager, OP External Service Provider Manager, OP Facility Assessment Manager









Business Object: triTaskDetailFact

Metric Queries:

triTaskDetailFact - Metric - Emergency Task Cost Ratio

triTaskDetailFact - Metric - Emergency Task Cost Ratio (Score)


Geography, Location, Responsible Organization, Capture Period

Filters (Interactive) Geography, Location, Responsible Organization

Filters (Static) Tasks (only Task types with a Responsible Organization section)




Time Months



Functional Dependency Task Management, Service Management, Preventive Maintenance Job Plans and PM Schedules


Emissions (Carbon) (US Tons CO2) Item Description

Name Emissions (Carbon) (US Tons CO2)

Metric ID 1106-01-ES

Metric Category Environmental

Metric Objective Determine emission efficiency based on comparing Carbon Footprint calculations by Emission Type, Location, Geography, Calendar Period, and other attributes.


Determine what facilities have good or poor emissions. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Emission consumption (carbon footprint) measured in Tons CO2 per year.


Customer Focus Group, EPA, Architecture 2030, EO 13423

Measurement Sum of Total CO2e Equity Share Reporting, sum of CO2 Equity Share Reporting, sum of Travel Equity Share Reporting, sum of Waste Equity Share Reporting and Sum of Other Emissions Equity Share Reporting


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Stacked Bar Chart (default view)

2) Time Trend: Vertical Stacked Bar Chart



Business Object: triLocationFact

Metric Queries:

triLocationFact – Metric – Emissions (Carbon) (US Tons CO2)

triLocationFact – Metric – Emissions (Carbon) – US Gov (US Tons CO2)


Value-based: Geography, Location, Capture Period


Item Description

Filters (Interactive) Value-based: Geography, Location, Building Class, Building Tenure (Lease/Owned)

For US Federal Government:

Value-based: Geography, Location, Real Property Type, Real Property Use, Mission Dependency, Legal Interest

Filters (Static) Active Land, Active Buildings, Active Structures, Active Retail Locations, Active Carbon Footprint Log records


Related Reports sub-tabs: 2024-01-R, 2025-01-R

Time Months


License Dependency IBM TRIRIGA Real Estate Environmental Sustainability

Functional Dependency Energy Log, Carbon Footprint Log, Travel Log, Waste Log

Emissions (Carbon) Intensity (lbs CO2 / GSF) Item Description

Name Emissions (Carbon) Intensity (lbs CO2 / GSF)

Metric ID 1107-01-ES, 1107-01-ES-S


Metric Objective Determine emission efficiency based on comparing Carbon Footprint calculations by Location, Geography, Calendar Period, and other attributes.


Determine what facilities have good or poor emissions per GSF. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Normalized carbon emissions (carbon footprint) based on building size measured in lbs CO2/GSF per year.


Item Description



Measurement Average of total emissions for Total CO2e Equity Share Reporting, CO2 Equity Share Reporting, Travel Equity Share Reporting, Waste Equity Share Reporting


Roles EN Workplace Executive, ES Manager, FA Manager, OP Executive, Service Manager, Condition Assessment Manager, Service Technician, RE Executive, RE Transaction (Portfolio) Manager


2) Score-based: Horizontal Stacked Bar Chart


Thresholds (default) Low Threshold: 1.2

High Threshold: 8


Range 2: Within Target/Caution/Yellow

Range 3: Excessive/High/Negative/Red



Metric Queries:

triLocationFact – Metric – Emissions (Carbon) Intensity (lbs CO2 / GSF)

triLocationFact – Metric – Emissions (Carbon) Intensity (lbs CO2 / GSF) (Score)

triLocationFact – Metric – Emissions (Carbon) Intensity - GIS (lbs CO2 / GSF)

triLocationFact – Metric – Emissions (Carbon) Intensity – US Gov (lbs CO2 / GSF)

triLocationFact – Metric – Emissions (Carbon) Intensity – US Gov (lbs CO2 / GSF) (Score)

triLocationFact – Metric – Emissions (Carbon) Intensity – US Gov - GIS (lbs CO2 / GSF)


Item Description


Value-based: Geography, Location, Capture Period, Calendar Year, Calendar Quarter, and Calendar Month

Score-based: Geography, Location, Capture Period, Calendar Year, Calendar Quarter, and Calendar Month


Score-based: Geography, Location, Building Class, Building Tenure (Lease/Owned)



Score-based: Geography, Location, Real Property Type, Real Property Use, Mission Dependency, Legal Interest

Filters (Static) Exclude Land, Active Buildings, Active Structures, Active Retail Locations, Active Carbon Footprint Log records



Time Months



Functional Dependency Energy Log, Carbon Footprint Log, Travel Log, Waste Log

Emissions (Carbon) Intensity per Occupant (tons CO2) Item Description

Name Emissions (Carbon) Intensity per Occupant (tons CO2)

Metric ID 1108-01-ES, 1108-01-ES-S


Metric Objective Determine emission efficiency based on comparing Carbon Footprint calculations by Location, Geography, Calendar Period, and other attributes, as a function of the total occupants in the facilities.


Item Description


Determine what facilities have good or poor emissions per occupant. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Normalized emission consumption (carbon footprint) based on the number of occupants measured in tons CO2/occupant per year.



Measurement Average of total emissions for Total CO2e Equity Share Reporting, CO2 Equity Share Reporting, Travel Equity Share Reporting, Waste Equity Share Reporting / Average of total occupants


Roles ES Manager





High Threshold: 3





Item Description



Metric Queries:

triLocationFact – Metric – Emissions (Carbon) Intensity per Occupant (tons CO2)

triLocationFact – Metric – Emissions (Carbon) Intensity per Occupant (tons CO2) (Score)

triLocationFact – Metric – Emissions (Carbon) Intensity per Occupant - GIS (tons CO2)

triLocationFact – Metric – Emissions (Carbon) Intensity per Occupant – US Gov (tons CO2)

triLocationFact – Metric – Emissions (Carbon) Intensity per Occupant – US Gov (tons CO2) (Score)

triLocationFact – Metric – Emissions (Carbon) Intensity per Occupant – US Gov - GIS (tons CO2)



Score-based: Geography, Location, Capture Period, Calendar Year, Calendar Quarter, and Calendar Month






Filters (Static) Exclude Land, Active Buildings, Active Structures, Active Retail Locations, Active Carbon Footprint Log records



Time Months



Item Description


Functional Dependency Energy Log, Carbon Footprint Log

Emissions to Air (lbs-mass) Item Description

Name Emissions to Air (lbs-mass)



Metric Objective Determine Environmental Sustainability condition and efficiency based on comparing Emissions to Air by Emission Type, Location, Geography, Calendar Period, and other attributes.


Determine what facilities have good or poor Emissions to Air by type Emission. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Emissions to Air measured in kilograms.


Customer Focus Group, consulting firms, GHG Initiative, GRI

Measurement Total Emissions to Air (by Emission Type) (kilograms)


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Stacked Bar Chart by Emissions Type




Item Description



Metric Queries:

triLocationFact – Metric – Emissions to Air (lbs-mass)

triLocationFact – Metric – Emissions to Air – US Gov (lbs-mass)






Filters (Static) Active Land, Active Buildings, Active Structures, Active Retail Locations, Active Emissions Log records



Time Months



Functional Dependency Emission Log

Emissions to Air Intensity (kilograms / GSF) Item Description

Name Emissions to Air Intensity (kilograms / GSF)

Metric ID 1117-01-ES, 1117-01-ES-S



Item Description

Metric Objective Determine Emission efficiency based on comparing by Location, Geography, Calendar Period, and other attributes by area of the facilities.


Determine what facilities have good or poor emissions. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Normalized emissions, based on building size (Gross Square Feet/Meters).


Customer Focus Group, consulting firms, GHG Initiative, GRI

Measurement Total Emissions to Air in kilograms/GSF


Roles ES Manager, FA Manager, OP Executive, Service Manager, Condition Assessment Manager, RE Executive, RE Transaction (Portfolio) Manager





High Threshold: 91





Item Description



Metric Queries:

triLocationFact – Metric – Emissions to Air Intensity (kilograms / GSF)

triLocationFact – Metric – Emissions to Air Intensity (kilograms / GSF) (Score)

triLocationFact – Metric – Emissions to Air Intensity – GIS (kilograms / GSF)

triLocationFact – Metric – Emissions to Air Intensity – US Gov (kilograms / GSF)

triLocationFact – Metric – Emissions to Air Intensity – US Gov (kilograms / GSF) (Score)

triLocationFact – Metric – Emissions to Air Intensity – US Gov - GIS (kilograms / GSF)



Score-based: Geography, Location, Capture Period






Filters (Static) Exclude Land, Active Buildings, Active Structures, Active Retail Locations, Active Emissions Log records



Time Months




Item Description

Functional Dependency Emission Log

Energy Cost (USD) Item Description

Name Energy Cost (USD)



Metric Objective Determine Energy Cost efficiency based on comparing Energy Cost by Location, Geography, Energy Type, Calendar Period, and other attributes.


Determine what facilities have good or poor energy use by type of energy. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Energy Cost (USD).



Measurement Total Energy Cost


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Grouped Bar Chart

2) Time Trend: Vertical Grouped Bar Chart



Item Description


Business Object: triEnergyLogFact

Metric Queries:

triEnergyFact – Metric – Energy Cost (USD)

triEnergyLogFact – Metric – Energy Cost – US Gov (USD)

triEnergyLogFact – Metric – Energy Cost – US Gov - GIS (USD)


Value-based: Geography, Location, Capture Period, Energy Type

Filters (Interactive) Value-based: Geography, Location, Building Class, Building Tenure (Lease/Owned), Energy Type


Value-based: Geography, Location, Real Property Type, Real Property Use, Legal Interest, Mission Dependency, Energy Type

Filters (Static) Active Land, Active Buildings, Active Structures, Active Retail Locations, Active Energy Log records



Time Months



Functional Dependency Energy Log

Energy Cost (USD) Item Description

Name Energy Cost (USD)




Item Description

Metric Objective Determine Energy Cost efficiency based on comparing Energy Cost by Energy Type, Location, Geography, Calendar Period, and other attributes.



Description Energy Cost (USD).



Measurement Total Energy Cost (by Energy Type)


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Stacked Bar Chart by Energy Type





Metric Queries:

triLocationFact – Metric – Energy Cost (USD)

triLocationFact – Metric – Energy Cost – US Gov (USD)

triLocationFact – Metric – Energy Cost – US Gov - GIS (USD)







Item Description




Time Months




Energy Cost Ratio (%) Item Description

Name Energy Cost Ratio (%)

Metric ID 1123-01-FI, 1123-01-FI-S


Metric Objective Determine Cost Efficiency based on comparing the Total Energy Cost to the Total Cost of Operations (TCO).


Measure the ratio of the energy cost in facilities (the workplace) as a percentage of Total Cost of Operations (TCO).

Description The Energy Cost Ratio Metric facilitates internal trend analysis and external benchmarking by equating the total cost of energy as a function of the Total cost to operate the facilities. This Metric can be used by Executives in conjunction with other Financial Metrics to analyze the cost breakdown of the various environmental initiatives.


Customer Focus Group, consulting firms

Measurement Total Energy Cost / Total Cost of Operations (TCO)



Item Description

Roles EN Workplace Executive, ES Manager, OP Executive, RE Executive

Display/Chart Types 1) Value-based: Horizontal Grouped Bar Chart (default view)




High Threshold: 0.07






Metric Queries:

triLocationFact – Metric – Energy Cost Ratio (%)

triLocationFact – Metric – Energy Cost Ratio (%) (Score)

triLocationFact – Metric – Energy Cost Ratio - GIS (%)


Value-based: Location, Geography, Capture Period

Score-based: Location, Geography, Capture Period

Filters (Interactive) Value-based: Location, Geography

Score-based: Location, Geography




Time Months



Functional Dependency Cost Code Structure, Financial Summary, Energy Log


Energy Use Item Description

Name Energy Use



Metric Objective Determine Energy Use efficiency based on comparing Energy Use by Location, Geography, Energy Type, Calendar Period, and other attributes.



Description Energy consumption measured in kBtu (kW/m2).



Measurement Total Energy Use


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Grouped Bar Chart by Energy Type





Metric Queries:

triEnergyLogFact – Metric – Energy Use

triEnergyLogFact – Metric – Energy Use – US Gov

triEnergyLogFact – Metric – Energy Use – US Gov - GIS




Item Description

Filters (Interactive) Value-based: Geography, Location, Energy Type, Building Class, Building Tenure (Lease/Owned)






Time Months




Energy Use Item Description

Name Energy Use



Metric Objective Determine Energy Use efficiency based on comparing Energy Use by Energy Type, Location, Geography, Calendar Period, and other attributes.



Description Energy consumption measured in kBtu (kW/m2).




Item Description

Measurement Total Energy Use (by Energy Type)


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Stacked Bar Chart by Energy Type





Metric Queries:

triLocationFact – Metric – Energy Use

triLocationFact – Metric – Energy Use – US Gov

triLocationFact – Metric – Energy Use – US Gov - GIS









Time Months





Energy Use by Cooling Degree Day (kilowatt-hours) Item Description

Name Energy Use by Cooling Degree Day (kilowatt-hours)

Metric ID 1104-01-ES, 1104-01-ES-S


Metric Objective Determine Energy Use efficiency based on comparing Energy Use, Location, Geography, Calendar Period, and other attributes. This metric also normalizes for climate by factoring in the cooling degree-days at the various locations.


Determine what facilities have good or poor energy use. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Normalized energy consumption, based on building size and climate, measured in kBtu per square foot per degree day.



Measurement Total Energy Use / GSF / degree-day


Degree day value is from the Building record.

Roles ES Manager





High Threshold: 8000



Range 3: Excessive/Negative/Red


Item Description



Metric Queries:

triLocationFact – Metric – Energy Use by Cooling Degree Day (kilowatt-hours)

triLocationFact – Metric – Energy Use by Cooling Degree Day (kilowatt-hours) (Score)

triLocationFact – Metric – Energy Use by Cooling Degree Day – US Gov (kilowatt-hours)

triLocationFact – Metric – Energy Use by Cooling Degree Day – US Gov (kilowatt-hours) (Score)









Filters (Static) Exclude Land, Active Buildings, Active Structures, Active Retail Locations, Active Energy Log records



Time Months





Energy Use by Degree Day Total (kilowatt-hours / degree days) Item Description

Name Energy Use by Degree Day Total (kilowatt-hours / degree days)

Metric ID 1125-01-ES, 1125-01-ES-S


Metric Objective Determine Energy Use efficiency based on comparing Energy Use, Location, Geography, Calendar Period, and other attributes. This metric also normalizes for climate by factoring in the total (cooling + heating) degree-days at the various locations.









Roles ES Manager










Item Description



Metric Queries:

triLocationFact – Metric – Energy Use by Degree Day Total (kilowatt-hours)

triLocationFact – Metric – Energy Use by Degree Day Total (kilowatt-hours) (Score)

triLocationFact – Metric – Energy Use by Degree Day Total – US Gov (kilowatt-hours)

triLocationFact – Metric – Energy Use by Degree Day Total – US Gov (kilowatt-hours) (Score)












Time Months





Energy Use by Heating Degree Day (kilowatt-hours) Item Description

Name Energy Use by Heating Degree Day (kilowatt-hours)

Metric ID 1126-01-ES, 1126-01-ES-S


Metric Objective Determine Energy Use efficiency based on comparing Energy Use, Location, Geography, Calendar Period, and other attributes. This metric also normalizes for climate by factoring in the heating degree-days at the various locations.









Roles ES Manager










Item Description



Metric Queries:

triLocationFact – Metric – Energy Use by Heating Degree Day (kilowatt-hours)

triLocationFact – Metric – Energy Use by Heating Degree Day (kilowatt-hours) (Score)

triLocationFact – Metric – Energy Use by Heating Degree Day – US Gov (kilowatt-hours)

triLocationFact – Metric – Energy Use by Heating Degree Day – US Gov (kilowatt-hours) (Score)












Time Months





Energy Use Intensity (kilowatt hours / GSF) Item Description

Name Energy Use Intensity (kilowatt-hours / GSF)

Metric ID 1103-01-ES, 1103-01-ES-S


Metric Objective Determine total Energy Use efficiency based on comparing Energy Use, Location, Geography, Calendar Period, and other attributes.



Description Normalized energy consumption, based on building size, measured in kBtu per square foot per year (kW/m2/year). This metric also can be normalized for climate.



Measurement Total Energy Use / GSF







High Threshold: 6





Item Description



Metric Queries:

triLocationFact – Metric – Energy Use Intensity (kilowatt-hours / GSF)

triLocationFact – Metric – Energy Use Intensity (kilowatt-hours / GSF) (Score)

triLocationFact – Metric – Energy Use Intensity – GIS (kilowatt-hours / GSF)

triLocationFact – Metric – Energy Use Intensity – US Gov (kilowatt-hours / GSF)

triLocationFact – Metric – Energy Use Intensity – US Gov (kilowatt-hours / GSF) (Score)












Time Months





Energy Use Intensity (megajoules / GSF) Item Description

Name Energy Use Intensity (megajoules / GSF)

Metric ID 1103-02-ES, 1103-02-ES-S


Metric Objective Determine total Energy Use efficiency based on comparing Energy Use, Location, Geography, Calendar Period, and other attributes.



Description Normalized energy consumption, based on building size, measured in kBtu per square foot per year (MJ/m2/year). This metric also can be normalized for climate.



Measurement Total Energy Use / GSF







High Threshold: 6





Item Description



Metric Queries:

triLocationFact – Metric – Energy Use Intensity (megajoules / GSF)

triLocationFact – Metric – Energy Use Intensity (megajoules / GSF) (Score)

triLocationFact – Metric – Energy Use Intensity – GIS (megajoules / GSF)

triLocationFact – Metric – Energy Use Intensity – US Gov (megajoules / GSF)

triLocationFact – Metric – Energy Use Intensity – US Gov (megajoules / GSF) (Score)












Time Months





Energy Use Intensity per Occupant (kilowatt-hours / occupant) Item Description

Name Energy Use Intensity per Occupant (kilowatt-hours / occupant)

Metric ID 1105-01-ES, 1105-01-ES-S


Metric Objective Determine Energy Use efficiency based on comparing Energy Use, Location, Geography, Calendar Period, and other attributes as a function of the total occupants in the facilities.



Description Normalized energy consumption, based on number of occupants, measured in kBtu per occupant per year (kW/occupant/year).



Measurement Total Energy Use (by Energy Type) / Total Number of Occupants


Roles ES Manager





High Threshold: 700





Item Description



Metric Queries:

triLocationFact – Metric – Energy Use Intensity per Occupant (kilowatt-hours)

triLocationFact – Metric – Energy Use Intensity per Occupant – US Gov (kilowatt-hours)

triLocationFact – Metric – Energy Use Intensity per Occupant – US Gov (kilowatt-hours) (Score)

triLocationFact – Metric – Energy Use Intensity per Occupant – US Gov - GIS (kilowatt-hours)

triLocationFact – Metric – Energy Use Intensity per Occupant (kilowatt-hours) (Score)

triLocationFact – Metric – Energy Use Intensity per Occupant - GIS (kilowatt-hours)












Time Months



Item Description



Energy Use Intensity per Occupant (megajoules / occupant) Item Description

Name Energy Use Intensity per Occupant (kilowatt-hours / occupant)

Metric ID 1105-02-ES, 1105-02-ES-S


Metric Objective Determine Energy Use efficiency based on comparing Energy Use, Location, Geography, Calendar Period, and other attributes as a function of the total occupants in the facilities.



Description Normalized energy consumption, based on number of occupants, measured in kBtu per occupant per year (MJ/occupant/year).



Measurement Total Energy Use (by Energy Type) / Total Number of Occupants


Roles ES Manager





Item Description


High Threshold: 700






Metric Queries:

triLocationFact – Metric – Energy Use Intensity per Occupant (megajoules)

triLocationFact – Metric – Energy Use Intensity per Occupant – US Gov (megajoules)

triLocationFact – Metric – Energy Use Intensity per Occupant – US Gov (megajoules) (Score)

triLocationFact – Metric – Energy Use Intensity per Occupant – US Gov - GIS (megajoules)

triLocationFact – Metric – Energy Use Intensity per Occupant (megajoules) (Score)

triLocationFact – Metric – Energy Use Intensity per Occupant - GIS (megajoules)











Item Description



Time Months




Environmental Checklist Rating (%) Item Description

Name Environmental Checklist Rating (%)

Metric ID 1121-01-ES, 1121-01-ES-S


Metric Objective Determine Environmental performance based on comparing environmental checklist ratings across facilities and geographies.


Investigate environmental performance of facilities based on the ratings against checklist items. Analyze best in class buildings by checklist category and compare Energy Opportunities.

Description The Environmental Checklist Metric facilitates internal trend analysis and external benchmarking by analyzing facility environmental performance across buildings, geographies, and checklist categories and items.


USGBC, BREAM, IPD, GBI

Measurement Checklist Category and Checklist Item ratings


Roles ES Manager


Item Description





High Threshold: 0.4





Business Object: triChecklistItemFact

Metric Queries:

triChecklistItemFact – Metric – Environmental Checklist Rating (%)

triChecklistItemFact – Metric – Environmental Checklist Rating (%) (Score)

triChecklistItemFact – Metric – Environmental Checklist Rating - GIS (%)

triChecklistItemFact – Metric – Environmental Checklist Rating – US Gov (%)

triChecklistItemFact – Metric – Environmental Checklist Rating – US Gov (%) (Score)

triChecklistItemFact – Metric – Environmental Checklist Rating – US Gov - GIS (%)


Value-based: Location, Checklist Type, Checklist Category, Capture Period

Score-based: Location, Checklist Type, Checklist Category, Capture Period


Item Description

Filters (Interactive) Value-based: Geography, Location, Building Class, Building Tenure, Checklist Type, Checklist Category

Score-based: Geography, Location, Building Class, Building Tenure, Checklist Type, Checklist Category


Value-based: Geography, Location, Checklist Type, Checklist Category, Real Property Type, Real Property Use, Mission Dependency, Legal Interest

Score-based: Geography, Location, Checklist Type, Checklist Category, Real Property Type, Real Property Use, Mission Dependency, Legal Interest

Filters (Static) Active Buildings, Active and Approved Checklists


Related Reports sub-tabs: 2078-01-R, 2024-01-R, 2025-01-R

Time Months



Functional Dependency Checklists

Environmental Evaluation Survey (%) Item Description

Name Environmental Evaluation Survey (%)

Metric ID 1114-01-CU, 1114-01-CU-S


Metric Objective Determine environmental performance of facility service providers in delivering productive workplace services and environments based on Evaluations submitted by clients.


Item Description


Determine root cause of negative survey responses submitted.

Identify improvement opportunities. Compare client response to implemented environmental improvements.

Identify misaligned expectation gaps and consumer perceptions.

Recognize and reward excellent environmental service.

Description This metric informs management on how effective the organization is at providing productive work environments for the facility occupants. It is based on the average score from the returned evaluation forms.



Measurement Overall Customer Satisfaction = Total Survey Response Scores / Total Survey Question Count

(average scores of completed survey questions)


Environmental Request Evaluations:

o Total Survey Response Score

o Total Survey Question Count with scores > 0.0 and/or exclude not applicable responses.

Roles ES Manager










Item Description



Metric Queries:

triSurveyFact – Metric – Environmental Evaluation Survey (%)

triSurveyFact – Metric – Environmental Evaluation Survey (%) (Score)

triSurveyFact – Metric – Environmental Evaluation Survey – US Gov (%)

triSurveyFact – Metric – Environmental Evaluation Survey (Score) – US Gov (%)

triSurveyFact – Metric – Environmental Evaluation Survey - GIS (%)

triSurveyFact – Metric – Environmental Evaluation Survey – US Gov - GIS (%)


Value-based: Geography, Location, Responding Organization, Requesting Organization, Capture Period, Question Category

Score-based: Geography, Location, Responding Organization, Requesting Organization, Capture Period, Question Category

Filters (Interactive) Value-based: Geography, Location, Building Class, Building Tenure (Lease/Owned), Responding Organization, Requesting Organization, Question Category

Score-based: Geography, Location, Building Class, Building Tenure (Lease/Owned), Responding Organization, Requesting Organization, Question Category


Value-based: Geography, Location, Responding Organization, Requesting Organization, Question Category, Real Property Type, Real Property Use, Mission Dependency, Legal Interest

Score-based: Geography, Location, Responding Organization, Requesting Organization, Question Category, Real Property Type, Real Property Use, Mission Dependency, Legal Interest

Filters (Static) Exclude 0.0 question scores or not applicable


Related Reports sub-tabs:

Time Months



Item Description


Functional Dependency Environmental Survey and Evaluation Request

Environmental Opportunity Analysis Item Description

Name Environmental Opportunity Analysis



Metric Objective Analyze Environmental Opportunities across the portfolio by opportunity type, cost, and savings to determine best investment opportunities.


Analyze Environmental Opportunities across the portfolio by opportunity type, cost, and savings to determine best investment opportunities.

Description Environmental Opportunities are created to define areas where work done by projects, tasks, or administrative initiatives can positively affect energy/water/waste consumption, reduce emissions, or reduce the carbon footprint.



Measurement Environmental Opportunities (NPV)


Roles ES Manager, FA Manager, Service Manager, Condition Assessment Manager




Item Description


High Threshold: 2






Metric Queries:

triLocationFact – Metric – Environmental Opportunity Analysis

triLocationFact – Metric – Environmental Opportunity Analysis – US Gov



Filters (Interactive) Value-based: Geography, Location

Score-based: Geography, Location




Filters (Static) Active Buildings, Active, Deferred, or Completed Energy Opportunities



Time Months



Functional Dependency Energy Opportunities (Deficiencies)


Environmental Project Efficiency Ratio (USD / Tons CO2) Item Description

Name Environmental Project Efficiency Ratio (USD / Tons CO2)

Metric ID 1120-01-ES, 1120-01-ES-S


Metric Objective Determine Cost Efficiency based on comparing the savings of carbon emissions to the Total Cost of Environmental projects and tasks.


Measure the ratio of the projected savings of carbon emissions in facilities (the workplace) as a percentage of the Total Cost of Environmental projects and tasks.

Description Environmental projects and tasks have an associated savings on the Carbon Emissions (carbon footprint). The Environmental Project Efficiency Ratio Metric facilitates internal trend analysis and external benchmarking by equating carbon emission savings as a function of the total cost of the environmental projects and tasks. This Metric can be used by Executives in conjunction with other Financial Metrics to analyze the cost breakdown of the various environmental initiatives.



Measurement Total Cost of Environmental Projects and Tasks / Total Carbon Emission Savings (USD/Ton kWh/year)


Roles ES Manager





High Threshold: 91





Item Description



Metric Queries:

triCapitalProjectFact – Metric – Environmental Project Efficiency Ratio (USD / Tons CO2)

triCapitalProjectFact – Metric – Environmental Project Efficiency Ratio (USD / Tons CO2) (Score)

triCapitalProjectFact – Metric – Environmental Project Efficiency Ratio (USD / Tons CO2) - GIS


Value-based: Program, Project, Responsible Organization, Location, Geography, Capture Period

Score-based: Program, Project, Responsible Organization, Location, Geography, Capture Period

Filters (Interactive) Value-based: Program, Project, Responsible Organization, Location, Geography

Score-based: Program, Project, Responsible Organization, Location, Geography

Filters (Static)


Related Reports sub-tabs: 2079-01-R, 2024-01-R, 2025-01-R

Time Months


License Dependency IBM TRIRIGA Real Estate Environmental Sustainability, IBM TRIRIGA Capital Projects Manager, IBM TRIRIGA Facilities or IBM TRIRIGA Operations

Functional Dependency Project Management, Task Management, Carbon Footprint Log

Facility Operating Current Replacement Value (CRV) Index Item Description

Name Facility Operating Current Replacement Value (CRV) Index

Metric ID 1059-01-FI, 1059-01-FI-S


Item Description


Metric Objective Determine cost efficiency based on comparing the maintenance budget to the replacement value of the facilities.


Determine what facilities have good or poor cost efficiencies. Determine which particular maintenance costs are causing the inefficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends. Benchmark against industry standards.

Description Industry standards indicate that a company should invest 2-4% of the Current Replacement Value of a facility in their annual maintenance budget. Informs management how their maintenance budget is allocated and spent, and how it matches up against industry benchmarks. It should be used in conjunction with other metrics, such as the Facility Condition Index and the Preventive to Corrective Maintenance ratio, to indicate whether the maintenance funds are being efficiently utilized.

This metric is becoming standard. It is an accurate measure for plant and facilities because the cost is usually fixed. This aspect also makes the metric easy to use to trend any increases over time. If the percentage of maintenance costs increases, then the efficiency and effectiveness indicators show which maintenance area caused the increase.

This indicator represents the level of funding provided for maintaining an organization’s portfolio of capital assets. IFMA Benchmark survey #26 cites that ‘three quarters of the responses fell below the recommended range of two to four percent’, published by the Building Research Board of the National Research Council.


IFMA, Building Research Board of National Research Council

Measurement Total Maintenance Cost / Total Current Replacement Value (CRV)


Total Maintenance Cost: Sum of Financial Summary table filtered for Service Type = Maintenance. This includes all maintenance-related Cost values such as Utilities, Custodial, and Grounds.

Total Current Replacement Value: Building Condition Assessment Tab holds the Current Replacement Value for each building (CRV = Gross Area * Cost per Area)

Roles EN Workplace Executive, ES Manager, OP Executive, OP Service Manager, OP External Service Provider Manager, OP Facility Assessment Manager


Item Description





Range 1: Under Maintained/Negative/Red

Range 2: Adequate Maintenance/Caution/Yellow

Range 3: Excessive Maintenance/Positive/Green



Metric Queries:


triBuildingFact - Metric - Facility Operating Current Replacement Value Index (Score)





Filters (Static) Active Properties, Active Buildings



Time Months



Functional Dependency Building (Current Replacement Value fields), Facility Assessment (optional)


Green Condition Index Item Description

Name Green Condition Index

Metric ID 1115-01-PO, 1115-01-PO-S


Metric Objective The Green Condition Index (GCI) is used to indicate the relative environmental condition of a building or group of buildings by equating the total cost of recorded ‘Energy Opportunities’ as a function of the ‘Current Replacement Value’ of the facility/s.


Determine the relative environmental condition of a building or group of buildings comparing the costs associated with known and documented ‘energy opportunities’ against the Current Replacement Value (CRV) for the facilities.

This metric should be viewed over time to show, analyze, and adjust programs based on observed trends.

Description This metric informs management of the relative environmental condition of facilities. It is based on and shares processes with the Facility Condition Index (FCI) and provides a good companion metric.


Customer Focus Group, industry-standard Facility Condition Index

Measurement Ratio (Green Condition Index) = Total Cost of Energy Opportunities (Deficiencies) / Total Current Replacement Value (CRV)


Environmental Request Evaluations:


o Total Survey Question Count with scores > 0.0 and/or exclude not applicable responses.

Roles ES Manager





Item Description


High Threshold: 0.1






Metric Queries:

triLocationFact – Metric – Green Condition Index

triLocationFact – Metric – Green Condition Index – US Gov (Score)

triLocationFact – Metric – Green Condition Index (Score)

triLocationFact – Metric – Green Condition Index - GIS

triLocationFact – Metric – Green Condition Index – US Gov

triLocationFact – Metric – Green Condition Index – US Gov - GIS









Filters (Static)



Time Months



Item Description


Functional Dependency Environmental Opportunities (Deficiencies)

Implementation Plan Savings Progress Item Description

Name Implementation Plan Savings Progress



Metric Objective Determine progress against Plan Savings goals. Sum of Savings from each Transaction against Implementation Savings goals.


Determine progress against Plan Savings goals.

Description Sum of savings from each transaction against implementation savings goals.



Measurement Total Savings from Completed Transactions / Total Savings Goals


Implementation Plans

o Total Savings Goal = Yearly Savings + Yearly Savings Other + Productivity Savings + Cash Income

Real Estate Project (triREProject)

o Total Savings from completed Transactions = Total Yearly Savings + Productivity Savings + Cash Income

Roles RE Executive



Item Description


High Threshold: 1 (100%)





Business Object: triREImplementationPlanFact

Metric Queries:

triREImplementationPlanFact - Metric - % Implementation Plan Savings Progress


Geography, Capture Period

Filters (Interactive) Geography

Filters (Static) Completed in data point refresh period


Related Reports sub-tab: N/A

Time Months




Income per Area (AR Leases) Item Description

Name Income per Area (AR Leases)



Metric Objective Determine or compare income based on accounts/receivable leases.


Item Description


BOMA, GSA

Measurement Total Real Estate Income (AR Leases) / Total Rentable Area


Total Real Estate Income: Owned Property real estate income

Owned Property: Total Rentable Area

Roles RE Contract Manager









Metric Queries:

triREContractFact – Metric – Income per Area – AR Leases



Filters (Interactive) Geography, Primary Use

Filters (Static) Accounting Type = Accounts Receivable (AR)


Related Reports sub-tab: N/A

Time Months


License Dependency Real Estate



Maintenance Costs / Area ($/area) Item Description

Name Maintenance Costs / Area ($/area)

Metric ID 1060-01-FI, 1060-01-FI-S


Metric Objective Determine cost efficiency based on comparing the maintenance costs to the overall area of the facilities.



Description Informs management how they match up against industry benchmarks and allows managers to compare costs across geographical regions, facilities, and building types. The operations manager strives to strike a balance between efficient use of maintenance funds and customer satisfaction. Therefore, the lowest cost per area does not necessarily indicate good performance. This metric should be used in conjunction with other metrics, such as the customer satisfaction metrics, to indicate whether the maintenance funds are sufficient to maintain the building and support the efficiency of the corporate functions.


IFMA

Measurement Total Maintenance Cost / Total Facility Area


Total Maintenance Cost: Sum of Financial Summary table filtered for Cost Type = Maintenance. This includes all maintenance-related Cost values such as Utilities, Custodial, Grounds, etc.

Total Facility Area: Building Rentable Area

Roles OP Executive, OP Service Manager, OP External Service Provider Manager, OP Facility Assessment Manager




Item Description



Range 1: Not Used

Range 2: Not Used

Range 3: Not Used



Metric Queries:

triBuildingFact - Metric - Maintenance Costs / Area ($ / Area)

triBuildingFact - Metric - Maintenance Costs / Area ($ / Area) (Score)





Filters (Static) Cost Type Classification = Maintenance



Time Months




Maintenance Costs / Area Maintained Item Description

Name Maintenance Costs / Area Maintained

Metric ID 1063-01-FI, 1063-01-FI-S


Item Description


Metric Objective Determine cost efficiency based on comparing the maintenance costs to the overall ‘maintained’ area of the facilities.



Description Informs management how they match up against industry benchmarks and allows managers to compare Maintenance costs across geographical regions, facilities, and building types. The operations manager strives to strike a balance between efficient use of maintenance funds and customer satisfaction. Therefore, the lowest cost per area does not necessarily indicate good performance. This metric should be used in conjunction with other metrics such as the customer satisfaction and facility condition index (FCI) metrics to indicate whether the maintenance funds are sufficient to maintain the building and support the efficiency of the corporate functions.

This metric differs from the Maintenance Costs / Area metric in that it only considers the actual area maintained instead of the overall area.


IFMA

Measurement Total Maintenance Cost / Total Maintained Area


Total Maintenance Cost: Sum of Financial Summary table filtered for Service Type = Maintenance. This includes all maintenance-related Cost values such as Utilities, Custodial, Grounds, etc.

Total Maintained Area: Sum of Area where ‘Floor Maintained’ field = TRUE on the Floor Record.

Roles OP Executive, OP Service Manager, OP External Service Provider Manager, OP Facility Assessment Manager, OP Service Technician




Item Description

Thresholds (default) Low Threshold: $.75/Area Maintained

High Threshold: $2.50/Area Maintained

Range 1: Under Maintained/Caution/Yellow

Range 2: Adequate Maintenance/Positive/Green

Range 3: Excessive Maintenance/Negative/Red



Metric Queries:

triBuildingFact - Metric - Maintenance Costs / Area Maintained

triBuildingFact - Metric - Maintenance Costs / Area Maintained (Score)








Time Months




Mobility Space Rate (%) Item Description

Name Mobility Space Rate (%)

Metric ID 1072-01-OP, 1072-01-OP-S


Item Description


Metric Objective Determine percent of space that is designated for shared use. Identify locations to further adopt shared workspace solutions.


Narrow above target rates at a property/building level and organization level to focus investigation on root causes of exception conditions. Also view organizational information for potential adopters of mobile/shared workspaces. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Identifies trends and opportunities for improved utilization and agility through shared (flexible) workstations.



Measurement Total Flexible Workspace Area / Total Workspace Area


Total Flexible Workspace Area: Space records where Reservable = TRUE

Total Workspace Area: Space records where Workpoint = TRUE






Range 1: low/Negative/Red





Metric Queries:

triSpaceAllocationFact - Metric - Mobility Space Rate (%) Metric

triSpaceAllocationFact - Metric - Mobility Space Rate (%) Metric (Score)


Item Description



Filters (Interactive) Geography, Location, Organization, Space Class

Filters (Static) Active Buildings, Active Floors, Active Spaces, Shared/Reserved Workstation (flexible workspace)



Time Months


Mobility Worker Rate (%) Item Description

Name Mobility Worker Rate (%)

Metric ID 1077-01-OP, 1077-01-OP-S


Metric Objective Determine percent of remote and mobile workers designated for shared use space solutions. Identify locations and organizations to further adopt shared workspace solutions.


Narrow analysis to a property/building level or organization level to focus investigation on root causes of exception conditions. Also view organizational information for potential adopters of mobile/shared workspaces. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Identifies trends and opportunities for improved utilization and agility by worker types (mobile workers with flexible workplace solutions).



Measurement Total Flexible Workers / Total Workers


Item Description


Flexible Workers are determined by an ‘Assignment Type’ field on the Employee record. Assignment type options = Assigned, Mobile, Non Office Worker, and Remote.






Range 1: low/Negative/Red




Business Object: triWorkerFact

Metric Queries:

triWorkerFact - Metric - Mobility Worker Rate (%) Metric

triWorkerFact - Metric - Mobility Worker Rate (%) Metric (Score)



Filters (Interactive) Geography, Location, Organization

Filters (Static) Active Buildings, Active Floors, Active Spaces, Office Workers



Time Months



Move Cost ($/area) Item Description

Name Move Cost ($/area)

Metric ID 1058-01-FI, 1058-01-FI-S


Metric Objective Building Move Costs are within spending targets.


Determine which building locations to focus investigation on root causes. Review move costs by location and geography to further pinpoint move complexity or simplification. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Facilitates cost efficiency comparisons for internal trend analysis and external benchmarking by equating costs to an area metric.

Source IFMA

Benchmark Source IFMA (BM #25)

Measurement Total Move Cost / Total Area





Roles FA Manager, FA Move Planner, OP Executive, PR Executive, PR Manager









Item Description



Metric Queries:

triBuildingFact - Metric - Move Cost ($ / Area) Metric

triBuildingFact - Metric - Move Cost ($ / Area) Metric (Score)



Filters (Interactive) Geography, Location, Time, Building Class, Building Tenure


Filters (Static) Active Buildings


Related Reports sub-tabs: 2001-01-R 2024-01-R 2025-01-R 2026-01-R 2003-01-R 2027-01-R

Time Months


Move Cost ($/Person Moved) Item Description

Name Move Cost ($/Person Moved)

Metric ID 1068-01-FI, 1068-01-FI-S


Metric Objective Control move costs and improve move cost efficiency.


Determine which building locations to focus investigation on root causes. Review costs by move type or worker type to further pinpoint move complexity or simplification. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.


Item Description

Description Facilitates cost efficiency comparisons for internal trend analysis and external benchmarking by equating costs to a per-person metric.

Source IFMA

Benchmark Source IFMA (BM #25) (includes: Box, Furniture, Construction Move Types)

Measurement Total Move Cost / Total number of People Moved


Cost: Move Project Actual Cost

Person (workers): Move Project line item count of people moved

Data is from the Facilities Project object (which is used for MAC-type projects).

Roles FA Manager, FA Move Planner, PR Executive, PR Manager









Business Object: triMoveProjectCostFact

Metric Queries:

triMoveProjectCostFact - Metric - Move Cost ($ / Person Moved) Metric

triMoveProjectCostFact - Metric - Move Cost ($ / Person Moved) Metric (Score)


Geography, Location, Capture Period, Customer Organization, Responsible Organization

Filters (Interactive) Location, Move Type , Customer Organization, Responsible Organization



Item Description


Related Reports sub-tabs: 2001-01-R 2024-01-R 2025-01-R 2026-01-R 2003-01-R 2027-01-R

Time Months


My Average Transaction Cycle Time Item Description

Name My Average Transaction Cycle Time



Metric Objective Identify operational performance of the active user in delivering Real Estate Projects (Transactions) within planned schedule.



Description Calculates actual end date of a real estate project against the actual start date.



Measurement (Actual End – Actual Start) / Total Count of Completed Projects


RE Projects:

o Real Estate Project Actual Start Date





Item Description

Thresholds (default) Low Threshold: 134 days

High Threshold: 274 days






Metric Queries:

triREProjectFact - Metric - My Average Transaction Cycle Time


Geography, Project Type, Capture Period

Filters (Interactive) Geography, Project Type




Time Months




My On-target Service Costs Item Description

Name My On-target Service Costs

This metric is similar to the On-target Service Costs Metric except it is focused on the current logged-in IBM TRIRIGA user.

Metric ID 1041-01-OP, 1041-01-OP-S



Item Description

Metric Objective Determine the level of responsiveness based on defined service-level metrics.


Determine how the logged-in IBM TRIRIGA user is performing based on service-level metrics defined in the terms and conditions of Service Agreements, Blanket Purchase Orders, and RE Lease Contracts. Determine if an individual’s work or the organization they report to are performing or trending toward performance outside of customer expectations. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends. Benchmark against industry standards.

Description Informs an individual service technician how they and their organization/s are performing. The customer company/agency expects that services will be performed within the cost specified in the various agreements and contracts. These expectations are recorded in the Service Matrix records associated to the agreements and contracts based on the Service requested (Request Classification), the requesting Organization, and the Geography or Location of the request. This combination appends the service level Estimated Cost to the Tasks.



Measurement Actual Task Cost / Planned Task Cost


Task – includes all Task types with a Responsible Organization section

Planned costs, Actual Costs, for completed or closed tasks

Roles OP External Service Provider Manager, OP Service Technician





Range 1: Under Target/Caution/Yellow


Range 3: Over Target/Negative/Red


Item Description



Metric Queries:

triTaskDetailFact - Metric - My On-Target Service Costs

triTaskDetailFact - Metric - My On-Target Service Costs (Score)




Filters (Static)

Suppress Zero Values (value/list filter)

Yes, suppress graphic display of zero values

Yes, suppress interactive filters list or drill-path list with zero values



Time Months



Functional Dependency Task Management, Service Management, Contract Management with Service Matrix entries.

My On-Time Service Responsiveness (turn-around time) Item Description

Name My On-Time Service Responsiveness (turn-around time)

This metric is similar to the On-time Service Responsiveness Metric except it is focused on the current logged-in IBM TRIRIGA user and his/her organizations.

Metric ID 1035-01-OP, 1035-01-OP-S



Item Description



Determine how the logged-in IBM TRIRIGA user is performing based on service-level metrics defined in the terms and conditions of Service Agreements, Blanket Purchase Orders, and RE Lease Contracts. Determine if an individual’s work or the organization they report to are performing or trending toward performance outside of customer expectations. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends. Benchmark against industry standards.

Description Informs an individual service technician how they are performing. The customer company/agency expects that services will be performed within the time specified in the various agreements and contracts. These expectations are recorded in the Service Matrix records associated to the agreements and contracts based on the Service requested (Request Classification), the requesting Organization, and the Geography or Location of the request. This combination appends the service level timeframes to the Tasks based on the time to respond to the request (Respond Within), time to satisfy the request (Due Within), and the time to follow-up with the requester (Follow-up Within).

This metric is focused on the actual completion time (Due Within).



Measurement (Count of Completed Tasks where the Actual Complete Date-Time <= Baseline Planned Date-Time) / Total number of Completed Tasks


Task – Baseline Complete Date , Baseline Planned Date, Complete/Closed Status

Roles OP External Service Provider Manager, OP Service Technician









Item Description



Metric Queries:

triTaskDetailFact - Metric - My On-time Service Responsiveness

triTaskDetailFact - Metric - My On-time Service Responsiveness (Score)







Time Months



Functional Dependency Task Management, Service Management, and Contract Management with Service Matrix entries.

This metric uses the Baseline Start Date, Baseline End Date, and Baseline Duration.

My Overall Customer Satisfaction - Operations Item Description

Name My Services Satisfaction Survey

This metric is similar to the Services Customer Satisfaction Metric except it is focused on the current logged in IBM TRIRIGA user.

Metric ID 1029-01-CU, 1029-01-CU-S



Item Description

Metric Objective Determine the operational performance of the logged in IBM TRIRIGA user (and their organization/s) in delivering maintenance services based on Operations Evaluations submitted by clients (Request Central Users).


Determine root cause of negative survey responses submitted; identify improvement opportunities; identify misaligned service levels, expectation gaps, and consumer perception; and recognize excellent customer service.

Description Informs an individual service technician how effective the organization is at satisfying the requests of the facility occupants. It is based on the aggregate scores from the returned survey forms.





Roles OP Executive, OP Service Manager, OP External Service Provider Manager, OP Service Technician










Metric Queries:

triSurveyFact - Metric - My Services Satisfaction Survey

triSurveyFact - Metric - My Services Satisfaction Survey (Score)


Geography, Location, Responsible Organization, Request Class, Question Category, Capture Period


Item Description


Filters (Static)



Time Months


License Dependency IBM TRIRIGA Operations, Request Central

Functional Dependency Task Management, Service Management, Request Management

My Project Budget Item Description

Name My Project Budget

This metric is focused on the current logged-in user.



Metric Objective Determine Project financial health based on comparing the current and forecast final budget (and variance) by Program and Project.


Determine how the logged in IBM TRIRIGA user is performing based on Project Budget versus Forecast.

Description Compares current budget to forecast final budget by project. (Capital Projects Only)



Measurement Lists projects displaying Current Budget and Forecast Final Budget



Item Description

Roles PR Manager

Display/Chart Types Value-based: Horizontal Grouped Bar Chart



Range 1: Not Used

Range 2: Not Used

Range 3: Not Used



Metric Queries:

triCapitalProjectFact - Metric - My Project Budget


Program, Project, Capture Period

Filters (Interactive) Organization, Geography, Budget Classification (Capital, Operating), Location

Filters (Static) Status: Active and Revision In Progress projects only

Time Months






My Service Time Utilization Item Description

Name My Service Time Utilization

Metric ID 1025-01-OP, 1025-01-OP-S


Item Description


Metric Objective Allow the logged in Service Technician to view their productivity based on time entries logged against Tasks compared to total available time.


Determine how well maintenance resources are being utilized. View over time to show, analyze, and adjust programs based on observed trends. This metric is essential for analyzing worker productivity and effectiveness within the maintenance organization. Benchmark against industry standards.

Description Informs the Service Technician how effective their time on task is compared to down time and other non-work time such as holidays and vacation.



Measurement Total Hours on Task-related Time Entries / Total Standard Hours (based on work schedule)


Total Hours on Task-related Time Entries = Total hours logged on Time Entries with associated Tasks for the capture period

Total Hours on Time Entries = Total “Standard” Hours (i.e. 40 hr week, 8 hour day, etc.) based on work schedule for the individuals captured in the Task-related Time Entries (numerator) for the capture period

Time period is based on time log line item date (not time card period)

Organization, Location, and Geography are based on associations of employee on time card entry.

Roles OP Service Technician









Item Description


Business Object: triResourceFact

Metric Queries:

triResourceFact - Metric - My Service Time Utilization

triResourceFact - Metric - My Service Time Utilization (Score)


Geography, Location, Organization, Assigned Resource, Capture Period

Filters (Interactive) Geography, Location, Organization, Assigned Resource

Filters (Static)



Time Months



Functional Dependency Task Management, Service Management, Time Entries

New Construction Cost / Area Item Description

Name New Construction Cost / Area (Capital Projects Only)

Metric ID 1084-01-FI, 1085-01-FI


Metric Objective Determine cost efficiency by comparing the new construction cost to the overall area (e.g. Sq Ft) for new construction.


Identify business units or programs that have higher than average building costs and drill in to the project costs to identify the cause.


Item Description

Description Provides visibility into the average cost of new construction per square foot. This information helps provide more accurate new construction estimates (bids), allows management to key-in on projects or teams with overly high average costs, and provides a gauge for seeing price increases/decreases over time to help predict future cost changes.



Measurement Actual Costs Incurred (new construction projects only) / Project Gross Construction Area (or Project Useable Area)


Project Construction Gross Area and Project Usable Area



Thresholds (default) Low Threshold: $225/SF

High Threshold: $300/SF






Metric Queries:

triCapitalProjectFact - Metric - New Construction Cost (USD / GSF)

triCapitalProjectFact - Metric - New Construction Cost (USD / USF)


Program, Geography, Project, Project Manager, Client, Capture Period

Filters (Interactive) Organization, Geography, Location

Filters (Static) Status: Completed projects

Project Classification: New Construction

Time Months



Occupancy Rate (%) Item Description

Name Occupancy Rate (%)

Occupancy Rate is the inverse of Vacancy Rate.

Metric ID 1074-01-PO, 1074-01-PO-S


Metric Objective Determine efficiency of workstation/workpoint standard sizing to identify opportunities in workstation layout or standards improvements.


Determine which building and floor locations to focus investigation on root causes of exception conditions. Further drill into space classifications for more detailed analysis. Review occupancy rate by organization to determine occupants with opportunities for improvement. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Facilitates building occupancy and layout efficiency comparisons for internal trend analysis and external benchmarking.

Source IFMA

Benchmark Source IFMA (BM #25)

Measurement Space Used / Space Available


Space Used: space assigned to an organization

Space Available: total space within a building

Roles EN Workplace Executive, FA Manager, FA Space Planner





Range 1: Under Utilized/Negative/Red

Range 2: Good Utilization/Positive/Green

Range 3: Not Used


Item Description


Business Object: triSpaceFact

Metric Queries:

triSpaceFact - Metric - Occupancy Rate (%) Metric

triSpaceFact - Metric - Occupancy Rate (%) Metric (Score)


Geography, Location, Space Class, Capture Period

Filters (Interactive) Geography, Location, Space Class

For US Federal Government: Geography, Location, Space Class, Real Property Type, Real Property Use




Time Months


On-target Service Costs Item Description

Name On-target Service Costs

Metric ID 1040-01-OP, 1040-01-OP-S


Metric Objective Determine the level of cost efficiency based on defined Planned (estimated) Task Cost.


Determine how organizations are performing based on planned (estimated) costs. Determine if an individual’s work or the organization they report to are performing or trending toward performance outside of expectations. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends. Benchmark against industry standards.


Item Description

Description Informs management how the internal and/or external service providers are performing and the accuracy of Task estimates. The customer company/agency expects that services will be performed within the time and costs specified in the various agreements and contracts. These expectations are recorded in the Service Matrix records associated to the agreements and contracts based on the Service requested (Request Classification), the requesting Organization, and the Geography or Location of the request. This combination appends the planned cost estimate to the Tasks.

This metric is useful for monitoring performance on at least the following levels:

o Planner Performance: Were any discrepancies due to the planner’s lack of knowledge or skills?

o Supervisor Performance: Were any discrepancies due to the supervisor’s lack of skills and knowledge?

o Technician Performance: Were any discrepancies due to the technician’s lack of skills or performance?

This metric tracks problems with estimates for planned work. Most companies start with a goal of plus or minus 20% and then narrow the margin to 10% as the organization becomes more efficient.



Measurement Actual Task Cost / Planned Task Cost


Task – includes all Task types with a Responsible Organization section

Planned costs, Actual Costs, for completed or closed tasks

Roles EN Workplace Executive, FA Manager, FA Space Planner, FA Move Planner, OP Executive, OP Service Manager, OP External Service Provider Manager, PR Executive (not score), PR Manager, PR Team Member





Range 1: Under Target/Caution/Yellow


Range 3: Over Target/Negative/Red


Item Description



Metric Queries:

triTaskResourceFact - Metric - On-target Service Costs

triTaskResourceFact - Metric - On-target Service Costs (Score)




Filters (Static)



Time Months




On-Time Service Responsiveness (turn-around time) Item Description

Name On-Time Service Responsiveness (turn-around time)

Metric ID 1043-01-OP, 1043-01-OP-S




Item Description


Determine how the internal and external service providers are performing based on service-level metrics defined in the terms and conditions of Service Agreements, Blanket Purchase Orders, and RE Lease Contracts. Determine which particular service providers are performing or trending toward performance outside of customer expectations. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends. Benchmark against industry standards.

Description Informs management how the internal and/or external service providers are performing. The customer company/agency expects that services will be performed within the time specified in the various agreements and contracts. These expectations are recorded in the Service Matrix records associated to the agreements and contracts based on the Service requested (Request Classification), the requesting Organization, and the Geography or Location of the request. This combination appends the service level timeframes to the Tasks based on the time to respond to the request (Respond Within), time to satisfy the request (Due Within), and the time to follow-up with the requester (Follow-up Within).

This metric is focused on the actual completion time (Due Within).



Measurement (Count of Completed Tasks where the Actual Complete Date-Time <= Baseline Planned Date-Time) / Total number of Completed Tasks


Task – Baseline Complete Date , Baseline Planned Date, Complete/Closed Status

Roles EN Workplace Executive, FA Manager, FA Space Planner, FA Move Planner, OP Executive, OP Service Manager, PR Executive (not score), PR Manager, PR Team Member









Item Description



Metric Queries:

triTaskResourceFact - Metric - On-time Service Responsiveness

triTaskResourceFact - Metric - On-time Service Responsiveness (Score)







Time Months




This metric uses the Baseline Start Date, Baseline End Date, and Baseline Duration.

Operating Cost (Actual vs. Budget) Item Description

Name Operating Cost (Actual vs. Budget)



Metric Objective Building Operating Costs are within spending targets.


Item Description




Source Various


Measurement Operating Cost (Actual vs. Budget)


Financial Summary Object provides summary data for total operating costs

Roles EN Workplace Executive, FA Manager, FA Space Planner, FA Move Planner, OP Executive, OP Service Manager, OP Facility Assessment Manager

Display/Chart Types Capture Period: Horizontal Grouped Bar (percent) Chart (Capture Period: Vertical Grouped Bar (percent) Chart)



Range 1: Under Budget/Caution/Yellow


Range 3: Over Budget/Negative/Red



Metric Queries:

triBuildingCostFact - Metric - Operating Cost Ratio ( Actual / Budget ) Metric


Geography, Location, Service Class, Capture Period

Filters (Interactive) Geography, Location, Service Class, Building Tenure (Lease/Own) , Organization (from cost code organization)

For US Federal Government: Geography, Location, Service Class, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Organization (from cost code organization)

Filters (Static) Cost Type = Operating


Item Description



Time Months


Operating Cost (Budget vs. Actual vs. Forecast) Item Description

Name Operating Cost (Budget vs. Actual vs. Forecast)



Metric Objective Building Operating Costs are within spending targets.




Source Various


Measurement Operating Cost (Budget vs. Actual vs. Forecast)


Financial Summary Object provides summary data for total operating costs.

Roles EN Workplace Executive, ES Manager, FA Manager, FA Space Planner, FA Move Planner, OP Executive, OP Service Manager, OP Facility Assessment Manager

Display/Chart Types Capture Period: Line/Bar Chart



Item Description



Metric Queries:

triBuildingCostFact - Metric - Operating Cost (Budget vs Actual) Metric


Capture Period

Filters (Interactive) Geography, Location, Time, Service Class, Building Tenure (Lease/Own) , Organization (from cost code organization)

Filters (Static) Cost Type = Operating



Time Months


Original Budget to Forecast Item Description

Name Original Budget to Forecast



Metric Objective Identify projects that are over their original budget and drill down to see how much specific projects are over budget.


The scorecard identifies projects that have exceeded the over-budget threshold.

Description Provides the ability to identify projects that have exceeded budget variance objectives, to know how far off the original budget those projects is, and to allow the user to drill into a specific project and identify variances at the project cost code level.


Item Description



Measurement Original Project Budget / Forecast Final Budget




Thresholds (default) Low Threshold: 0 (0%)







Metric Queries:

triCapitalProjectFact - Metric - Original Budget to Forecast


Program, Geography, Project, Project Type, Project Classification, Capture Period

Filters (Interactive) Geography, Organization, Budget Classification (Capital, Operating), Program

Filters (Static) Status: Active and Revision In Progress projects only

Time Months







Item Description



Outsource Ratio Item Description

Name Outsource Ratio

Metric ID 1039-01-AR

Metric Category Analysis Report

Metric Objective Determine the overall cost impact from outsourced tasks.


Determine how well maintenance resources are being utilized by comparing the costs of outsourced work to in-house work. View this metric over time to show, analyze, and adjust programs based on observed trends. This metric can be used to monitor contractor usage and effectiveness. If the contractor charges to perform a type of work begin to exceed the in-house costs to perform the same work, then negotiations on pricing can be considered, or the decision made to bring the work back in-house. Benchmark against industry standards.

Description Informs management of the amount of task work outsourced to External Service Providers.


IFMA

Measurement Total Contract Costs on Tasks / Total Task Cost


Total Contract Costs on Tasks = Total Task Cost where Responsible Organization associated to the Task is an External Organization; or the Responsible Organization is an internal Department/Agency or Workgroup but has an External Organization as a Resource.

Total Task Cost = Total Cost of all Tasks

Roles OP Executive, OP Service Manager, OP Facility Assessment Manager



Item Description





Range 3: High/Caution/Yellow



Metric Queries:

triTaskDetailFact - Metric - Outsource Ratio


Geography, Location, Responsible Organization, Building Class, Capture Period

Filters (Interactive) Geography, Location, Responsible Organization, Responsible Person




Time Months




Overall Customer Satisfaction – All Workplace Organizations Item Description

Name Overall Workplace Customer Satisfaction

Metric ID 1028-01-CU, 1028-01-CU-S



Item Description

Metric Objective Determine operational performance of all Workplace Service Providers in delivering services based on the various Evaluations submitted by clients (Request Central Users and RE Action Requestors).

This is often the most important service measurement.

In scorecards, it is the key customer metric.

This metric aggregates the various Facilities, Real Estate, and Operations Evaluations to provide a view across all workplace services functions.


Identify root cause of negative survey responses submitted, improvement opportunities, and misaligned service levels, expectation gaps, and consumer perceptions. Recognize and reward excellent customer service.

Description Informs management how effective the organization is at satisfying the requests of the facility occupants. It is based on the aggregated scores from the returned evaluation forms.



Measurement Total Survey Response Score / Total Survey Question Possible Score

Roles EN Workplace Executive and higher (CXX)


2) Score-based: Horizontal Grouped Bar (percent) Chart (Capture Period: Vertical Stacked Bar (percent) Chart)

Thresholds (default) Low Threshold: 58%

High Threshold: 78%


Range 2: Under Performance/Caution/Yellow



Item Description



Metric Queries:

triSurveyFact - Metric - Customer Satisfaction (%) Metric – Enterprise

triSurveyFact - Metric - Customer Satisfaction (%) Metric - Enterprise (Score)


Value-based: Geography, Location, Capture Period, Survey Type, Question Category, Responsible Organization, Survey

Score-based: Geography, Location, Capture Period, Survey Type, Question Category, Responsible Organization, Survey

Filters (Interactive) Value-based: Geography, Location, Responsible Organization, Survey Type, Request Class

Score-based: Geography, Location, Responsible Organization, Survey Type, Request Class

Filters (Static)



Time Months


License Dependency IBM TRIRIGA Real Estate, IBM TRIRIGA Facilities, IBM TRIRIGA Operations, (or a sub-set). This metric summarizes only those Evaluation Forms utilized.

Functional Dependency This metric summarizes only those Evaluation Forms utilized. Functionality required per Evaluation Type:

Real Estate: RE Transaction Management for RE Portfolio Manager Evaluation and RE Preferred Provider Evaluation

Facilities Management: Task Management, Service Management, Request Management, and Move Management for Facilities Service and Move Service Provider Evaluations

Operations Management: Task Management, Service Management, and Request Management for Operations Service Provider Evaluations


Overall Customer Satisfaction – Portfolio Managers Item Description

Name Overall Customer Satisfaction – Portfolio Managers

Metric ID 1032-01-CU-S


Metric Objective Identify operational performance of the Real Estate department in delivering Real Estate Project (Transactions) services based on Portfolio Manager Evaluations submitted by clients.



Description Average score of Portfolio Manager Evaluations.





Portfolio Manager Evaluations:


o Total Survey Question Possible Score

Roles EN Workplace Executive, RE Executive









Metric Queries:

triSurveyFact - Metric - Overall Customer Satisfaction - Portfolio Managers (Score)


Item Description


Geography, Portfolio Manager, Question Category, Capture Period

Filters (Interactive) Geography, Question Category, Portfolio Manager

Filters (Static) Survey Type = Real Estate

Survey Form Name = Portfolio Manager Evaluation Survey



Time Months




Overall Customer Satisfaction – Preferred Providers Item Description

Name Overall Customer Satisfaction – Preferred Providers



Metric Objective Identify operational performance of external preferred providers (e.g., brokers) in delivering Real Estate Project (Transactions) services based on Preferred Provider Evaluations submitted by Portfolio Managers.



Description Average score of Preferred Provider Evaluations.





Item Description


Preferred Provider Evaluations:



Roles EN Workplace Executive, RE Executive









Metric Queries:

triSurveyFact - Metric - Overall Customer Satisfaction - Preferred Providers (Score)


Geography, Portfolio Manager, Question Category, Capture Period

Filters (Interactive) Geography, Question Category, Portfolio Manager

Filters (Static) Survey Type = Real Estate

Survey Form Name = Portfolio Manager Evaluation Survey



Time Months





Overall Customer Satisfaction – Preferred Providers – My Projects Item Description

Name Overall Customer Satisfaction – Preferred Providers – My Projects



Metric Objective Identify operational performance of external preferred providers (e.g., brokers) in delivering Real Estate Project (Transactions) services based on Preferred Provider Evaluations submitted by Portfolio Managers for the active user.



Description Averages score of Preferred Provider Evaluations.





Preferred Provider Evaluations:












Metric Queries:

triSurveyFact - Metric - Overall Customer Satisfaction - Preferred Providers - My Projects (Score)


Item Description


Geography, Preferred Provider, Question Category, Capture Period

Filters (Interactive) Organization, Question Category, Preferred Provider




Time Months




Overtime Utilization Rate Item Description

Name Overtime Utilization Rate

Metric ID 1026-01-OP, 1026-01-OP-S


Metric Objective Determine worker productivity based on overtime entries logged against Tasks compared to total hours worked.


Determine how well maintenance resources are being utilized. View this metric over time to show, analyze, and adjust programs based on observed trends. This metric is essential for analyzing worker productivity and effectiveness within the maintenance organization. Although this metric is not always a direct indicator of the maintenance program’s effectiveness, it can still be helpful – especially when coupled with other metrics. In some organizations overtime is worked in response to breakdowns or emergency work. High overtime rates can be an indicator of an ineffective maintenance program. Benchmark against industry standards.

Description Informs management of the amount of work that requires overtime.


Item Description



Measurement Overtime Hours / Total Hours


From Time Card and Time Entries:

o Overtime = Time Entries with Time Type = Overtime

o Total Hours on Time Entries = Total “Standard” Hours (i.e., 40 hr week, 8 hour day) based on work schedule for the individuals captured in the Task-related Time Entries (numerator) for the capture period (triTask – include all Task types with a Responsible Organization section)

o Time period is based on time log line item date (not time card period)


Roles OP Service Manager, OP External Service Provider Manager










Metric Queries:

triResourceFact - Metric - Overtime (OT) Utilization Rate

triResourceFact - Metric - Overtime (OT) Utilization Rate (Score)




Filters (Static)


Item Description



Time Months




Percent Projects over Budget Item Description

Name Percent Projects Over Budget

Metric ID 1080-01-FI-S


Metric Objective Identify the percent of projects that are over budget against those that are at or under budget. (Capital Projects Only)


Call attention to overall operational problems or issues if the percent of projects over budget trends upward over time.

Description Provides management with a picture of how well the organization is managing projects to budget. By rolling projects up into Programs, or viewing this metric by region or by project type, management can isolate where budget problems are originating.



Measurement Projects Over Budget / Total Projects


Projects Over Budget = where Forecast Final > Current Budget

Roles EN Workplace Executive, PR Executive, PR Manager



Item Description





Range 3: Not Used



Metric Queries:

triCapitalProjectFact - Metric - Percent Project Over Budget (Score)


Program, Geography, Project Class, Capture Period

Filters (Interactive) Organization (Primary Organization for the Person who is the Project Manager Role), Geography, Project Type

Filters (Static) Status: Active and Revision In-Progress projects only.

Time Months






Percent Projects over Schedule Item Description

Name Percent Projects Over Schedule



Metric Objective Show which projects are over schedule as a percent of all projects.


Item Description


Call attention to overall operational problems or issues if the percent of projects over-schedule trends upward over time.

Description Provides an overview how many projects are over schedule, with drill down capabilities to see within a project which tasks are late. The threshold capability allows management to know by geography or project type for example if more than a certain percent of projects are late.



Measurement Number projects over schedule (planned end date < projected end date) / total projects


Days over/under schedule (variance) = planned end date – projected end date.

Roles EN Workplace Executive, PR Executive, PR Manager, PR Team Member






Range 3: Not Used



Metric Queries:

triCapitalProjectFact – Metric – Percent Project Over Schedule (Score)


Program, Geography, Project, Project Classification, Capture Period


Filters (Static) Status: Active projects only; does not include Completed projects.

Time Months


Item Description




Percent RFI Overdue Item Description

Name Percent RFI Overdue



Metric Objective Identify projects containing a large percent of overdue RFIs, then drill in to that project and take action on those RFIs identified as the most overdue.


The projects with a higher amount of overdue RFIs than normal require attention.

Description Helps project managers identify projects that need attention by showing which projects have the most RFIs overdue, and at the project level, by showing which RFIs are the most overdue.



Measurement Total RFIs Overdue / Total RFIs


RFI overdue = RFI Required By date < System Date







Range 3: Not Used


Item Description


Business Object: triRFIFact

Metric Queries:

triRFIFact – Metric – Percent RFI Overdue


Program, Project Classification, Project, Project Manager, Capture Period


Filters (Static) Active Project

Active RFIs

Time Months




Preventive Maintenance Task Completion Ratio Item Description

Name Preventive Maintenance Task Completion Ratio

Metric ID 1037-01-OP, 1037-01-OP-S


Metric Objective Determine the level of preventive maintenance work performed compared to preventive maintenance work scheduled.


Determine the percentage of preventive maintenance tasks scheduled (Planned State) in a reporting period vs. the preventive maintenance tasks actually completed during the same period.

View this metric over time to show, analyze, and adjust preventive programs based on observed trends. The chart shows that as completion rate goes up, the breakdowns and emergencies go down. If accurately tracked, the correlation is undeniable and can be used to gain support for the preventive maintenance program.



Item Description

Description Informs management how effective the organization is at implementing on the planned preventive maintenance program. It is useful for highlighting a preventive maintenance program that may be developed, but is not effective. In this metric, the effectiveness may be hampered by failure to complete the tasks that are scheduled. The reason for the failure may be that maintenance resources are overcommitted on breakdowns and emergency work and, therefore, do not have the capacity to complete the scheduled preventive maintenance tasks.

The goal is to have 100% completion of the scheduled tasks.

The metric effectively measures the compliance an organization has with its preventive maintenance program. It is one of the key indicators for any preventive maintenance program. Use it in combination with other metrics such as the Facilities Condition Index (FCI), the Preventive to Repair Maintenance Ratio, and the Emergency Task Ratio and other financial metrics to determine the effectiveness of the preventive maintenance program.



Measurement Total Preventive Maintenance Tasks Completed / Total Preventive Maintenance Tasks Scheduled


Total Preventive Maintenance Tasks Completed = Total Preventive Maintenance Tasks Completed where Task Type = Preventive, Status = Complete or Closed, and Planned End is within the capture period

Total Preventive Maintenance Tasks Scheduled = Total Preventive Maintenance Tasks Scheduled where Task Type = Preventive, Status = Complete, Closed, or Planned, and Planned End is within the capture period






Range 1: Low/Negative/Red




Item Description



Metric Queries:

triTaskDetailFact - Metric - Preventive Maintenance Task Completion Ratio

triTaskDetailFact - Metric - Preventive Maintenance Task Completion Ratio (Score)



Filters (Interactive) Geography, Location, Responsible Organization, Task Type

Filters (Static) Task Type = Preventive

Tasks (only Task types with a Responsible Organization section)



Time Months




Preventive Maintenance to Repair Maintenance Cost Ratio Item Description

Name Preventive Maintenance to Repair Maintenance Cost Ratio

Metric ID 1036-01-OP, 1036-01-OP-S


Metric Objective Determine the level of preventive maintenance as compared to repair maintenance.


Item Description


Determine how maintenance costs are being utilized and the percentage of actual costs spent on the preventive maintenance program and the impact those expenditure have on corrective (demand) repair work. View this metric over time to show, analyze, and adjust preventive programs based on observed trends. Benchmark against industry standards.

Description Informs management how maintenance costs are being distributed between proactive preventive maintenance programs and reactive corrective (demand) maintenance. Use it in combination with other metrics such as the Facilities Condition Index (FCI) and other financial metrics to determine the effectiveness of the preventive maintenance program.



Measurement Total Cost of Completed Preventive Tasks / Total Cost of Completed Repair Tasks


Total Cost of Completed Preventive Tasks where Task Type = Preventive

Total Cost of Completed Tasks where Task Type = Corrective










Item Description



Metric Queries:

triTaskDetailFact - Metric - Preventive Maintenance to Repair Maintenance Cost Ratio

triTaskDetailFact - Metric - Preventive Maintenance to Repair Maintenance Cost Ratio (Score)



Filters (Interactive) Geography, Location, Responsible Organization, Task Type

Filters (Static) Task Type = Corrective or Preventive

Tasks (only Task types with a Responsible Organization section)




Time Months




Project On-Time Completion Rate Item Description

Name Project On-Time Completion Rate



Metric Objective Determine schedule efficiency by comparing the amount of projects completed on or ahead of schedule against the total number of completed projects.


Item Description


Look at the percent projects that are completed On-Time (not percent completed late); it is a goal to get as near 100% as possible.

Description Knowing the project on-time completion rate acts as a starting point for improving project efficiency and can be tracked over time; trends identify whether an organization is improving on completing projects on-time or not.



Measurement Total number of projects completed on time / Total number of projects


Project completed on-time = Actual End Date < Plan End Date







Range 3: Not Used



Metric Queries:

triCapitalProjectFact – Metric – Project On-Time Completion Rate (Score)


Program, Project, Project Manager, Capture Period

Filters (Interactive) Geography, Organization, Project Classification, Project Name, Program

Filters (Static) Completed Projects

Time Months



Item Description

Related Reports Query – Field Columns

Data – standard for all metrics


Project Schedule Variance Item Description

Name Project Schedule Variance



Metric Objective Identify projects that are late, analyze project variance compared to original schedule, and be able to drill down to see which project tasks are overdue.


Call attention to overall operational problems or issues if the percent of projects over-schedule trends upward over time.

Description Shows how actual project schedules compare to original schedules, showing how late compared to original schedules the projects or groups of projects are. Drill down capabilities allow the user to see within a project which tasks are late. The threshold capability allows management to know if projects are more than a certain amount late.



Measurement Planned End Date – Projected End Date


Days over/under schedule (variance) = planned end date – projected end date.

Roles PR Executive, PR Manager, PR Team Member



Item Description








Metric Queries:

triCapitalProjectFact – Metric – Project Schedule Variance


Program, Geography, Project, Project Class, Capture Period


Filters (Static) Status: Active projects only; does not include Completed projects

Time Months




Real Estate Contract Utilization – Space Use Agreement Item Description

Name Real Estate Contract Utilization – Space Use Agreement



Metric Objective Define utilization/allocation of Real estate contracts.


Determine what contracts are outside of planned values to indicate whether contract disposition/termination is desirable. Use time trend to compare over time to identify anomalies, good or poor trends.


Item Description

Description Organizations strive to keep the utilization ratio low. High vacancy rates can indicate unacceptable space quality, inadequate service delivery, or poor geographical location.


BOMA, GSA

Measurement Sum SUA Rentable Area / Total Rentable Area


Space Use Agreement:

o SUA Rentable Area

RE Contract:











Metric Queries:

triREContractFact - Metric - RE Contract Utilization - Space Use Agreements (Score)









Item Description

Time Months




Renewable Energy Ratio (%) Item Description

Name Renewable Energy Ratio (%)

Metric ID 1124-01-ES, 1124-01-ES-S


Metric Objective Determine Energy Efficiency based on comparing the usage of energy purchased from renewable sources as a percentage of total energy usage.


Measure the ratio of the energy purchased from renewable sources in facilities (the workplace) as a percentage of total energy usage.

Description The Renewable Energy Ratio Metric facilitates internal trend analysis and external benchmarking by measuring the ratio of the energy purchased from renewable sources in facilities (the workplace) as a percentage of total energy usage.


Customer Focus Group, consulting firms, EO 13423, GRI

Measurement Total Energy Usage from Renewable Sources / Total Energy Usage all Sources


Roles EN Workplace Executive, ES Manager, OP Executive


2) Score-based: Horizontal Grouped Bar Chart



Item Description


High Threshold: 0.2






Metric Queries:

triEnergyLogFact – Metric – Renewable Energy Ratio (%)

triEnergyLogFact – Metric – Renewable Energy Ratio (%) (Score)

triEnergyLogFact – Metric – Renewable Energy Ratio - GIS (%)

triEnergyLogFact – Metric – Renewable Energy Ratio – US Gov (%)



Score-based: Location, Geography, Capture Period, Energy Type

Filters (Interactive) Value-based: Location, Geography, Energy Type

Score-based: Location, Geography, Energy Type


Value-based: Location, Geography, Energy Type, Real Property Type, Real Property Use, Legal Interest, Mission Dependency




Time Months





Renewable Energy Ratio (%) Item Description

Name Renewable Energy Ratio (%)

Metric ID 1124-01-ES, 1124-01-ES-S


Metric Objective Determine Energy Efficiency based on comparing the usage of energy purchased from renewable sources as a percentage of total energy usage.


Measure the ratio of the energy purchased from renewable sources in facilities (the workplace) as a percentage of total energy usage.

Description The Renewable Energy Ratio Metric facilitates internal trend analysis and external benchmarking by measuring the ratio of the energy purchased from renewable sources in facilities (the workplace) as a percentage of total energy usage.


Customer Focus Group, consulting firms, EO 13423, GRI

Measurement Total Energy Usage from Renewable Sources / Total Energy Usage all Sources


Roles EN Workplace Executive, ES Manager, OP Executive





High Threshold: 0.2





Item Description



Metric Queries:

triLocationFact – Metric – Renewable Energy Ratio (%)

triLocationFact – Metric – Renewable Energy Ratio (%) (Score)

triLocationFact – Metric – Renewable Energy Ratio - GIS (%)

triLocationFact – Metric – Renewable Energy Ratio – US Gov (%)







Value-based: Location, Geography, Real Property Type, Real Property Use, Legal Interest, Mission Dependency




Time Months




Renovation Cost / Area Item Description

Name Renovation Cost / Area (Capital Projects Only)

Metric ID 1086-01-FI, 1087-01-FI


Item Description


Metric Objective Determine cost efficiency by comparing the average renovation cost / area for renovation type projects.


Identify business units or programs that have higher than average building costs and drill-in to the project costs to identify the cause.

Description Provides visibility into the average cost of a renovation per square foot. This information helps provide more accurate estimates (bids), allows management to focus on projects or teams with overly high average costs, and provides a gauge for trending price increases/decreases over time to help predict future cost estimates.



Measurement Actual Costs Incurred (renovation projects only) / Project Construction Gross Area (or Project Usable Area)


Project Construction Gross Area and Project Usable Area.



Thresholds (default) Low Threshold: $150/SF

High Threshold: $200/SF






Metric Queries:

triCapitalProjectFact - Metric - Renovation Cost (USD / GSF)

triCapitalProjectFact - Metric - Renovation Cost (USD / USF)


Program, Geography, Project, Project Manager, Client, Capture Period

Filters (Interactive) Geography, Organization, Location


Item Description

Filters (Static) Status: Completed projects

Project Classification: Renovation

Time Months




Revenue / Carbon Emissions (USD / Tons CO2) Item Description

Name Revenue / Carbon Emissions (USD / Tons CO2)

Metric ID 1118-01-FI, 1118-01-FI-S


Metric Objective Determine Cost Efficiency based on comparing carbon emissions to overall Business Revenue.


Measure the ratio of the carbon emissions in facilities (the workplace) as a percentage of overall Business Revenue generated.

Description The Revenue per Carbon Emissions Metric facilitates internal trend analysis and external benchmarking by equating carbon emissions as a function of Total Business Revenue. This Metric can be used by Executives in conjunction with other Financial Metrics that allow an Executive to analyze the cost breakdown of the various environmental initiatives.


Customer Focus Group, consulting firms, GRI

Measurement Total Business Revenue / Total CO2e Equity Share Reporting, Total CO2 Equity Share Reporting, Total Travel Equity Share Reporting, Total Waste Equity Share Reporting


Roles EN Workplace Executive, ES Manager


Item Description


2) Score-based: Vertical Stacked Bar Chart



High Threshold: 91






Metric Queries:

triLocationFact – Metric – Revenue / Carbon Emissions (USD / Tons CO2)

triLocationFact – Metric – Revenue / Carbon Emissions (USD / Tons CO2) (Score)


Value-based: Capture Period

Score-based: Capture Period






Time Months



Functional Dependency Travel Log, Waste Log, Financial Summary, Carbon Footprint Log


Revenue Weeks to Target Item Description

Name Revenue Weeks to Target



Metric Objective Identify revenue impact of the Real Estate department in delivering transaction plans to schedule.


Determine if revenue targets are going to be met.

Description



Measurement Sum of Revenue Weeks Calculated / Sum of Revenue Weeks Planned


RE Transaction Plans:

o Revenue Weeks Planned = Sum of (Fiscal Year End Date – RE Project Planned End Date

o Revenue Weeks Calculated = Sum of (Fiscal Year End Date – RE Project Calculated End Date)









Business Object: triRETransactionPlanFact

Metric Queries:

triRETransactionPlanFact - Metric - % Revenue Weeks to Target


Item Description


Geography, Portfolio Manager, Capture Period

Filters (Interactive) Geography, Portfolio Manager

Filters (Static) Active Transaction Plans



Time Months




RFI Response Time Item Description

Name RFI Response Time



Metric Objective Identify how long it is taking project leads on average to respond to their RFIs.


A long RFI response time indicates poor customer service; project leads can be identified who have issues with long response times so corrective action can be taken.

Description Identifies project leads or projects where the average RFI response time is high.



Measurement Average time to respond to each RFI / total number of RFIs


Item Description


RFI response time = Date RFI Closed – Date RFI Created



Thresholds (default) Low Threshold: 3 days




Range 3: Not Used



Metric Queries:

triRFIFact – Metric – RFI Response Time


Program, Project, Project Manager, Capture Period


Filters (Static)

Time Months




Seat Occupancy % – RE Contracts Item Description

Name Seat Occupancy % – RE Contracts




Item Description



Determine what contracts are outside of planned values to indicate whether disposition is desirable. Use time trend to compare over time to identify anomalies, good or poor trends.

Description Organizations strive to keep the seats per person ratio low. High seats per person can indicate unacceptable space quality, inadequate service delivery, or poor geographical location.


BOMA, GSA

Measurement Total Headcount / Total Seats


RE Contracts:

o Total Headcount

o Total Seats







Range 3: Not Used



Metric Queries:

triREContractFact - Metric - Seat Occupancy % - RE Contracts (Score)






Item Description




Time Months




Seats per Person – RE Contracts Item Description

Name Seats per Person – RE Contracts





Determine what contracts are outside of planned values to indicate whether disposition is desirable. Use time trend to compare over time to identify anomalies, good or poor trends.

Description Organizations strive to keep the seats per person ratio high. Low seats per person can indicate unacceptable space quality, inadequate service delivery, or poor geographical location.


BOMA, GSA

Measurement Total Seats / Total Headcount


RE Contracts:

o Total Headcount

o Total Seats


Item Description



Thresholds (default) Low Threshold: 1.1 Seats/Person

High Threshold: 1.25 Seats/Person






Metric Queries:

triREContractFact - Metric - Seats per Person - RE Contracts (Score)








Time Months





Security Costs / Area Maintained Item Description

Name Security Costs / Area Maintained

Metric ID 1065-01-FI, 1065-01-FI-S


Metric Objective Determine cost efficiency based on comparing the security costs to the overall area maintained of the facilities.


Determine what facilities have good or poor security cost efficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends. Benchmark against industry standards.

Description Informs management how they match up against industry benchmarks and allows managers to compare Security costs across geographical regions, facilities, and building types. This metric differs from the Maintenance Costs / Area metric in that it only considers the actual area maintained instead of the overall area.


IFMA

Measurement Total Security Cost / Total Maintained Area


Total Security Cost: Sum of Financial Summary table filtered for Service Type = Security.

Total Maintained Area: Sum of Area where ‘Floor Maintained’ field = TRUE on the Floor Record.

Roles OP Executive, OP Service Manager, OP External Service Provider Manager, OP Facility Assessment Manager, OP Service Technician



Thresholds (default) Low Threshold: $.50/Area Maintained

High Threshold: $.90/Area Maintained





Item Description



Metric Queries:

triBuildingFact - Metric - Security Costs / Area Maintained ( $ / Area)

triBuildingFact - Metric - Security Costs / Area Maintained ( $ / Area) (Score)








Time Months




Service Task Cost Item Description

Name Service Task Cost



Metric Objective Analyze service task costs and breakdown across request class and locations to understand cost planning and resource needs. As well, review time trends to determine changes that may identify resource plan changes or service level changes.


Item Description


N/A

Description Graphs and data on service task volume to be used for analysis of task cost and trends.



Measurement Sum of task costs


Task costs, for sub-tab data queries: associated building gross area, associated task organizations (requested by, responsible)





Range 1: Not Used

Range 2: Not Used

Range 3: Not Used



Metric Queries:

triTaskResourceFact - Metric - Service Task Cost


Geography, Location, Request Class, Requested By Organization, Capture Period

Filters (Interactive) Geography, Location, Assigned Resource, Request Class, Responsible Organization




Time Months


Item Description



Functional Dependency Service Management, Service Tasks, Task Cost data populated

Service Task Volume Item Description

Name Service Task Volume



Metric Objective Analyze service task volume and breakdown across request classes and locations to understand workload and resource needs. As well, review time trends to determine changes that may identify resource plan changes or service level changes.


N/A

Description Graphs and data on service task volume to be used for analysis of task volume and trends.



Measurement Count of Tasks


Task Object and associated data for task cost, location and building data




Item Description



Range 1: Not Used

Range 2: Not Used

Range 3: Not Used



Metric Queries:

triTaskResourceFact - Metric - Service Task Volume


Geography, Location, Request Class, Requested By Organization, Responsible Organization, Capture Period

Filters (Interactive) Geography, Location, Assigned Resource, Request Class, Responsible Organization




Time Months



Functional Dependency Service Management, Service Tasks

Service Time Utilization Item Description

Name Service Time Utilization

Metric ID 1027-01-OP, 1027-01-OP-S


Metric Objective Determine worker productivity based on time entries logged against Tasks compared to total available time.


Item Description


Determine how well maintenance resources are being utilized. View this metric over time to show, analyze, and adjust programs based on observed trends. This metric is essential for analyzing worker productivity and effectiveness within the maintenance organization. Benchmark against industry standards.

Description Informs management how effective tasks are being assigned and resources are being utilized. Often referred to as “wrench-time” in maintenance workgroups, or billable rate in service companies.



Measurement Total Hours on Task / Total Standard Hours (based on work schedule)


Total Hours on Task-related Time Entries = Total hours logged on Time Entries with associated Tasks for the capture period

Total Hours on Time Entries = Total “Standard” Hours (i.e. 40 hr week, 8 hour day, etc.) based on work schedule for the individuals captured in the Task-related Time Entries (numerator) for the capture period

Time period is based on time log line item date (not time card period)


Roles EN Workplace Executive, OP Executive, OP Service Manager, OP External Service Provider Manager









Item Description



Metric Queries:

triResourceFact - Metric - Service Time Utilization

triResourceFact - Metric - Service Time Utilization (Score)




Filters (Static)



Time Months




Services Customer Satisfaction - Operations Item Description

Name Services Customer Satisfaction - Operations

Metric ID 1030-01-CU, 1030-01-CU-S


Metric Objective Determine operational performance of Operations Service Providers in delivering maintenance services based on Operations Evaluations submitted by clients (Request Central Users).

This is often the most important service measurement.

In scorecards, it is the key customer metric.


Item Description


Determine root cause of negative survey responses submitted; identify improvement opportunities; identify misaligned service levels, expectation gaps, and consumer perceptions; and recognize and reward excellent customer service.

Description Informs management how effective the organization is at satisfying the requests of the facility occupants. It is based on the aggregate scores from the returned survey forms.





Roles EN Workplace Executive, OP Executive, OP Service Manager, OP External Service Provider Manager, OP Facility Assessment Manager










Metric Queries:

triSurveyFact - Metric - Services Satisfaction Survey

triSurveyFact - Metric - Services Satisfaction Survey (Score)


Geography, Location, Responsible Organization, Request Class, Question Category, Capture Period


Filters (Static)


Item Description



Time Months



Functional Dependency Task Management, Service Management, Request Management

Solid Waste Item Description

Name Solid Waste



Metric Objective Determine efficiency of handling facility solid waste based on comparing by Location, Geography, Waste Type, Calendar Period, and other attributes.


Determine what facilities have good or poor solid waste management programs. Use time trend analysis to compare and discover anomalies or good or poor trends.

Description Solid Waste consumption in Tons.


Customer Focus Group, EO 13423, GRI

Measurement Total Waste


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Grouped Bar Chart



Item Description



Business Object: triWasteLogFact

Metric Queries:

triWasteLogFact – Metric – Solid Waste

triWasteLogFact – Metric – Solid Waste – US Gov


Value-based: Geography, Location, Capture Period, Waste Type

Filters (Interactive) Value-based: Geography, Location, Building Class, Building Tenure (Lease/Owned) , Waste Type


Value-based: Geography, Location, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Waste Type

Filters (Static) Active Land, Active Buildings, Active Structures, Active Retail Locations, Active Waste Log records



Time Months



Functional Dependency Waste Log

Solid Waste Item Description

Name Solid Waste




Item Description

Metric Objective Determine efficiency of handling facility solid waste based on comparing by Location, Geography, Waste Steam Type, Calendar Period, and other attributes.



Description Solid Waste consumption in Tons.



Measurement Total Solid Waste (breakdown by Total Solid Waste, Quantity Recovered/Recycled, and Quantity Disposed)


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Stacked Bar Chart by Waste Type





Metric Queries:

triLocationFact – Metric – Solid Waste

triLocationFact – Metric – Solid Waste – US Gov








Item Description



Time Months



Functional Dependency Solid Waste Log

Solid Waste Recovery (%) Item Description

Name Solid Waste Recovery (%)

Metric ID 1113-01-ES, 1113-01-ES-S


Metric Objective Determine efficiency of handling facility solid waste by analyzing the percent of total solid waste recovered, based on comparing by Location, Geography, Waste Type, Calendar Period, and other attributes.



Description Waste recovery



Measurement Total Solid Waste Recovered / Total Waste Use


Roles ES Manager


Item Description





High Threshold: 0.3





Business Object: triWasteLogFact

Metric Queries:

triWasteLogFact – Metric – Solid Waste Recovery (%)

triWasteLogFact – Metric – Solid Waste Recovery (%) (Score)

triWasteLogFact – Metric – Solid Waste Recovery (%) - GIS

triWasteLogFact – Metric – Solid Waste Recovery (%) – US Gov

triWasteLogFact – Metric – Solid Waste Recovery (%) – US Gov (Score)

triWasteLogFact – Metric – Solid Waste Recovery (%) – US Gov - GIS


Value-based: Geography, Location, Capture Period, Waste Type

Score-based: Geography, Location, Capture Period, Waste Type

Filters (Interactive) Value-based: Geography, Location, Building Class, Building Tenure (Lease/Owned) , Waste Type

Score-based: Geography, Location, Building Class, Building Tenure (Lease/Owned) , Waste Type


Value-based: Geography, Location, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Waste Type

Score-based: Geography, Location, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Waste Type





Item Description

Time Months



Functional Dependency Waste Log

Solid Waste Recovery (%) Item Description

Name Solid Waste Recovery (%)

Metric ID 1113-01-ES, 1113-01-ES-S


Metric Objective Determine efficiency of handling facility solid waste by analyzing the percent of total solid waste recovered by conversion to energy or by recycling, based on comparing by Location, Geography, Waste Steam Type, Calendar Period, and other attributes.



Description Solid Waste recovery (Total Solid Waste Recovered / Total Solid Waste)



Measurement Total Solid Waste Recovered / Total Solid Waste


Roles ES Manager





Item Description


High Threshold: 0.3






Metric Queries:

triLocationFact – Metric – Solid Waste Recovery (%)

triLocationFact – Metric – Solid Waste Recovery (%) (Score)

triLocationFact – Metric – Solid Waste Recovery (%) - GIS

triLocationFact – Metric – Solid Waste Recovery (%) – US Gov

triLocationFact – Metric – Solid Waste Recovery (%) – US Gov (Score)

triLocationFact – Metric – Solid Waste Recovery (%) – US Gov - GIS












Time Months



Item Description


Functional Dependency Solid Waste Log

Space Class Breakdown (%) Item Description

Name Space Class Breakdown (%)

Metric ID 1070-01-PO


Metric Objective Determine efficiency of space class mix in a building based on corporate space programming guidelines. Useful for amenity and support spaces and overall building space efficiency or space layout design.


Determine which building and floor locations to focus investigation on root causes of exception condition. Further drill into space classifications for more detailed analysis. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Facilitates building layout efficiency comparisons for internal trend analysis and external benchmarking.



Measurement Area by Space Class


Area: Area as filtered/grouped by drill-path or interactive filter




Item Description



Range 1: Not Used

Range 2: Not Used

Range 3: Not Used



Metric Queries:

triSpaceAllocationFact - Metric - Space Class Breakdown (%) Metric



Filters (Interactive) Geography, Location, Space Class, Organization

For US Federal Government: Geography, Location, Space Class, Organization, Real Property Type, Real Property Use




Time Months


Time Utilization Summary Item Description

Name Time Utilization Summary (time card tracking)



Metric Objective Analyze labor breakdown to understand resource demands and efficiencies to use in planning or identify issues or opportunities


Item Description


N/A

Description Breakdown of time card labor hours across various dimensions.



Measurement Sum of time entry hours










Business Object: triTimeEntryFact

Metric Queries:

triTimeEntryFact - Metric - Time Utilization


Geography, Location, Responsible Organization, Assigned Resource, Capture Period

Filters (Interactive) Geography, Location, Responsible Organization, Time Keeper




Time Months



Item Description


Functional Dependency Operations, Time Card

Total Cost of Operations ($) / Total Business Operating Expense ($) Item Description

Name Workplace Total Cost of Operations ($) / Total Business Operating Expense ($)

Metric ID 1067-01-FI, 1067-01-FI-S


Metric Objective Determine Cost Efficiency based on comparing Workplace Operating costs to overall Business Operating Costs.


Measure the ratio of the operational investment in facilities (the workplace) as a percentage of overall Business Operating Costs. Benchmark against industry standards.

Description Facilitates internal trend analysis and external benchmarking by equating Workplace Operational Costs as a function of Total Business Operating Expense. This metric can be used by Executives in conjunction with other Financial Metrics to analyze the cost breakdown of the various workplace services.



Measurement Total Workplace Operating Cost / Total Business Operating Cost


Total Workplace Operating Cost: Sum of Financial Summary table filtered for ‘Operating’ costs only. This includes all workplace-related operating Cost values such as Moves, Utilities, Custodial, Grounds, and Maintenance.

Total Business Operating Expense: Sum of Financial Summary table filtered for ‘Business Operating Expense’ costs only.



Item Description



Thresholds (default) This metric is industry and company/agency specific, and the thresholds need to be determined by each company/agency during setup.



Metric Queries:

triBuildingFact - Metric - Workplace Total Cost of Operations ($) / Business Operating Expense ($) Metric

triBuildingFact - Metric - Workplace Total Cost of Operations ($) / Business Total Revenue ($) Metric (Score)






Capture Period: Geography, Location

Filters (Static) Active Buildings, Active Cost Codes



Time Months


License Dependency IBM TRIRIGA Enterprise Performance Management

Functional Dependency Cost Codes, Geography, Location, Organization


Total Cost of Operations / Carbon Emissions (USD / Tons CO2) Item Description

Name Total Cost of Operations / Carbon Emissions (USD / Tons CO2)

Metric ID 1119-01-FI, 1119-01-FI-S


Metric Objective Determine Cost Efficiency based on comparing carbon emissions to the Total Cost of Operations (TCO).


Measure the ratio of the carbon emissions in facilities (the workplace) as a percentage of Total Cost of Operations (TCO).

Description The Total Cost of Operations per Carbon Emissions Metric facilitates internal trend analysis and external benchmarking by equating carbon emissions as a function of the Total cost to operate the facilities. This Metric can be used by Executives in conjunction with other Financial Metrics to analyze the cost breakdown of the various environmental initiatives.


Customer Focus Group, consulting firms, GRI

Measurement Total Cost of Operations (TCO) / Total CO2e Equity Share Reporting, Total CO2 Equity Share Reporting, Total Travel Equity Share Reporting, Total Waste Equity Share Reporting


Roles EN Workplace Executive, ES Manager





High Threshold: 91





Item Description



Metric Queries:

triLocationFact – Metric – Total Cost of Operations / Carbon Emissions (USD / Tons CO2)

triLocationFact – Metric – Total Cost of Operations / Carbon Emissions (USD / Tons CO2) (Score)


Value-based: Location, Geography, Capture Period







Time Months



Functional Dependency Travel Log, Waste Log, Financial Summary, Carbon Footprint Log

Total Occupancy Cost (TCO) ($/area) Item Description

Name Total Occupancy Cost (TCO) ($/area)

Metric ID 1055-01-FI, 1055-01-FI-S


Metric Objective Determine or compare building cost efficiency based on building area


Item Description


Determine what buildings have good or poor cost efficiencies. Determine which particular building occupancy costs are causing the inefficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Facilitates internal trend analysis and external benchmarking by equating operational costs (operating and capital) as a function of area managed. The Occupancy Cost is evaluated as an overall Total Cost of Operations as well as at the sub-component level (the various Operations processes) (represented by Cost Codes in IBM TRIRIGA).



Measurement (Total Operating Cost + Cost of Providing Fixed Asset) / Total Rentable Area





Roles EN Workplace Executive, FA Manager, FA Space Planner (not score), OP Executive



Thresholds (default) Low Threshold: $5/RSF

High Threshold: $12/RSF






Metric Queries:

triBuildingFact - Metric - Total Occupancy Cost ($ / Area) Metric

triBuildingFact - Metric - Total Occupancy Cost ($ / Area) Metric (Score)


Item Description




For US Federal Government: Geography, Location, Time, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Building Tenure (Lease/Own)




Time Months


Total Occupancy Cost (TCO) ($/person) Item Description

Name Total Occupancy Cost (TCO) ($/person)

Metric ID 1056-01-FI, 1056-01-FI-S


Metric Objective Determine or compare building cost efficiency based on occupants housed.


Determine what buildings have good or poor cost efficiencies. Determine which particular building’s occupancy costs are causing the inefficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Facilitates internal trend analysis and external benchmarking by equating operational costs (operating and capital) as a function of the overall facility occupant population. The Cost of Operations is evaluated as an overall Total Cost of Operations as well as at the sub-component level (the various Operations processes) (represented by Cost Codes in IBM TRIRIGA).


Item Description

Source Various

Benchmark Source IFMA (BM #25), BOMA, APPA, Internal

Measurement (Total Operating Cost + Cost of Providing Fixed Asset) / Total number of Workers



Workers: People assigned to spaces.

Roles FA Manager, OP Executive










Metric Queries:

triBuildingFact - Metric - Total Occupancy Cost ($ / Person) Metric

triBuildingFact - Metric - Total Occupancy Cost ($ / Person) Metric (Score)







Item Description



Time Months


Total Occupancy Cost (TCO) (by Service Type) Item Description

Name Total Occupancy Cost (TCO) (by Service Type)



Metric Objective Determine or compare building cost efficiency based on type of services provided.


Determine what buildings have good or poor cost efficiencies. Determine which particular building’s occupancy costs are causing the inefficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Facilitates internal trend analysis and external benchmarking by equating operational costs (operating and capital) as a function of the services provided. The Cost of Operations is evaluated as an overall Total Cost of Operations as well as at the sub-component level (the various Operations processes) (represented by Cost Codes in IBM TRIRIGA).

Source Various

Benchmark Source IFMA (BM #25), BOMA, APPA, Internal

Measurement Total Operating Cost + Cost of Providing Fixed Asset



Roles FA Manager, OP Executive


Item Description

Display/Chart Types Value-based: Horizontal Stacked Bar Chart (Capture Period: Vertical Stacked Bar Chart)



Range 1: Not Used

Range 2: Not Used

Range 3: Not Used



Metric Queries:

triBuildingCostFact - Metric - Total Cost of Operations ($ / Service Type ) Metric


Geography, Location, Organization, Service Class, Capture Period

Filters (Interactive) Geography, Location, Time, Building Class, Building Tenure (Lease/Own), Organization

For US Federal Government: Geography, Location, Time, Real Property Type, Real Property Use, Mission Dependency, Legal Interest, Organization




Time Months


Utilities Costs / Area ($/area) Item Description

Name Utilities Costs / Area ($/area)

Metric ID 1062-01-FI, 1062-01-FI-S


Item Description


Metric Objective Determine Cost Efficiency based on comparing the utilities costs to the overall area of the facilities.


Determine what facilities have good or poor cost efficiencies. Determine which particular utilities costs are causing the inefficiencies to focus investigation on root cause. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends. Benchmark against industry standards.

Description Informs management how they match up against industry benchmarks and allows managers to compare Utilities costs across geographical regions, facilities, and building types. The operations manager strives to strike a balance between efficient use of maintenance funds and customer satisfaction. Therefore, the lowest cost per area does not necessarily indicate good performance. This metric should be used in conjunction with other metrics such as the customer satisfaction metrics to indicate whether the maintenance funds are sufficient to maintain the building and support the efficiency of the corporate functions.


IFMA

Measurement Total Utilities Cost / Total Facility Area


Total Utilities Cost: Sum of Financial Summary table filtered for Cost Type = Utilities.

Total Area: Building Rentable Area

Roles OP Executive, OP Service Manager, OP External Service Provider Manager









Item Description



Metric Queries:

triBuildingFact - Metric - Utilities Costs / Area ($ / Area)

triBuildingFact - Metric - Utilities Costs / Area ($ / Area) (Score)





Filters (Static) Cost Type Classification = Utilities



Time Months




Vacancy Cost – RE Contracts Item Description

Name Vacancy Cost – RE Contracts





Determine what buildings are outside of planned values to indicate whether building disposition is desirable. Use time trend to compare over time to identify anomalies, good or poor trends.


Item Description

Description Organizations strive to keep the vacancy cost low. High vacancy cost can indicate unacceptable space quality, inadequate service delivery, or poor geographical location.


BOMA, GSA

Measurement Cost per Area / Total Vacant Area


Cost per Area = Total Real Estate Cost: Real estate costs populated from Payment Line Items (filtered by time) / RE Contract: Total Rentable Area

RE Contracts:


o Total Vacant

Roles RE Executive




Range 1: Not Used

Range 2: Not Used

Range 3: Not Used



Metric Queries:

triREContractFact - Metric - Vacancy Cost



Filters (Interactive) Geography, Organization, Contract Name, Contract Type





Item Description

Time Months




Vacancy Rate – RE Contracts Item Description

Name Vacancy Rate – RE Contracts

Metric ID 1001-01-PO, 1001-01-PO-S




Determine what buildings are outside of planned values to indicate whether building disposition is desirable. Use time trend to compare over time to identify anomalies, good or poor trends.

Description Organizations strive to keep the vacancy rate ratio low. High vacancy rates can indicate unacceptable space quality, inadequate service delivery, or poor geographical location.


BOMA, GSA

Measurement Total Vacant Area / Total Rentable Area


RE Contracts:

o Total Vacant Area



Display/Chart Types Score-based: Horizontal Stacked Bar Chart (Capture Period: Vertical Grouped Bar Chart)


Item Description








Metric Queries:

triREContractFact – Metric – Vacancy Rate (Score)


Geography, Organization, Contract Type, Primary Use, Capture Period

Filters (Interactive) Geography, Organization, Primary Use, Contract Type

For US Federal Government: Geography, Organization, Real Property Type, Real Property Use, Mission Dependency, Contract Type




Time Months




Water Use Item Description

Name Water Use




Item Description

Metric Objective Determine Water Use efficiency by Water Type based on comparing by Location, Geography, Calendar Period, and other attributes.


Determine what facilities have good or poor water use. Use time trend analysis to compare seasonal peaks, anomalies, or good or poor trends.

Description Water consumption measured in Gallons.



Measurement Total Water Use (by Water Type)


Roles ES Manager

Display/Chart Types 1) Value-based: Horizontal Stacked Bar Chart by Water Type





Metric Queries:

triLocationFact – Metric – Water Use

triLocationFact – Metric – Water Use – US Gov







Filters (Static) Active Land, Active Buildings, Active Structures, Active Retail Locations, Active Water Log records


Item Description



Time Months



Functional Dependency Water Log

Water Use Intensity (CF / GSF) Item Description

Name Water Use Intensity (CF / GSF)

Metric ID 1110-01-ES, 1110-01-ES-S


Metric Objective Determine Water Use efficiency based on comparing by Location, Geography, Calendar Period, and other attributes, by area of the facilities.



Description Normalized Water Use, based on building size.



Measurement Total Water Use / GSF


Roles ES Manager


Item Description











Metric Queries:

triLocationFact – Metric – Water Use Intensity (CF / GSF)

triLocationFact – Metric – Water Use Intensity (CF / GSF) (Score)

triLocationFact – Metric – Water Use Intensity - GIS (CF / GSF)

triLocationFact – Metric – Water Use Intensity – US Gov (CF / GSF)

triLocationFact – Metric – Water Use Intensity – US Gov (CF / GSF) (Score)

triLocationFact – Metric – Water Use Intensity – US Gov - GIS (CF / GSF)









Filters (Static) Exclude Land, Active Buildings, Active Structures, Active Retail Locations, Active Water Log records


Item Description



Time Months




Water Use Intensity per Occupant (CF) Item Description

Name Water Use Intensity per Occupant (CF)

Metric ID 1111-01-ES, 1111-01-ES-S


Metric Objective Determine Water Use efficiency based on comparing by Location, Geography, Calendar Period, and other attributes, by number of occupants.



Description Water consumption measured in Gallons/Occupant.



Measurement Total Water Use / Occupant


Roles ES Manager


Item Description











Metric Queries:

triLocationFact – Metric – Water Use Intensity per Occupant (CF)

triLocationFact – Metric – Water Use Intensity per Occupant (CF) (Score)

triLocationFact – Metric – Water Use Intensity per Occupant - GIS (CF)

triLocationFact – Metric – Water Use Intensity per Occupant – US Gov (CF)

triLocationFact – Metric – Water Use Intensity per Occupant – US Gov (CF) (Score)

triLocationFact – Metric – Water Use Intensity per Occupant – US Gov - GIS (CF)










Item Description

Filters (Static) Exclude Land, Active Buildings, Active Structures, Active Retail Locations, Active Water Log records



Time Months




Work Distribution Ratio Item Description

Name Work Distribution Ratio



Metric Objective Determine the level of work distribution for an organization.


Determine how maintenance resources are being utilized and the distribution of emergency, preventive, corrective, and move tasks. View this metric over time to show, analyze, and adjust programs based on observed trends. This metric is essential for analyzing work distribution within the maintenance organization. This metric is flexible enough to closely analyze trend and spot developing problems early, and take proactive steps to prevent the organization from moving toward a distribution that is not balanced per plan. Benchmark against industry standards.

Description Informs management how maintenance costs are being distributed between corrective, preventive, move, or other Task work. Use in combination with other metrics such as the Facilities Condition Index (FCI) and other financial metrics to determine the overall effectiveness of the maintenance program.




Item Description

Measurement Total Cost of Completed Tasks by Task Type / Total Cost of Completed Tasks


Total Cost of Completed Tasks by Task Type

Total Cost of Completed Tasks





Range 1: Not Used

Range 2: Not Used

Range 3: Not Used



Metric Queries:

triTaskResourceFact - Metric - Work Distribution Ratio


Geography, Location, Responsible Organization, Responsible Person, Assigned Resource, Contract, Task Type, Capture Period

Filters (Interactive) Geography, Location, Assigned Resource, Contract, Responsible Organization




Time Months





Worker Utilization Rate (%) Item Description

Name Worker Utilization Rate (%)

Metric ID 1076-01-PO, 1076-01-PO-S


Metric Objective Determine efficiency of workstation/workpoint seating capacity based on assignment of space.


Determine which building and floor locations to focus investigation on root causes of exception conditions. Further drill into space classifications for more detailed analysis. Review utilization metric by organization to determine occupants with opportunities for improvement. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Facilitates workstation/workpoint occupancy efficiency comparisons for internal trend analysis and external benchmarking.

Source IFMA

Benchmark Source IFMA

Measurement Total Number of Workers / Total Number of Workpoints


Total Workpoints: overall space capacity (filtered on Workpoint = TRUE)

Workers: all People assigned within a building








Range 3: Not Used


Item Description


Business Object: triSpacePeopleFact

Metric Queries:

triSpacePeopleFact - Metric - Worker Utilization Rate (%) Metric

triSpacePeopleFact - Metric - Worker Utilization Rate (%) Metric (Score)



Filters (Interactive) Geography, Location, Space Class, Organization, Worker Type

For US Federal Government: Geography, Location, Space Class, Organization, Worker Type, Real Property Type, Real Property Use

Filters (Static) Active Buildings, Active Floors, Active Spaces, Office Worker



Time Months


Workplace Total Cost of Operations ($) / Business Total Revenue ($) Item Description

Name Workplace Total Cost of Operations ($) / Business Total Revenue ($)

Metric ID 1066-01-FI, 1066-01-FI-S


Metric Objective Determine Cost Efficiency based on comparing Workplace Operating costs to overall Business Revenue.


Measure the ratio of the operational investment in facilities (the workplace) as a percentage of overall Business Revenue generated.


Item Description

Description Facilitates internal trend analysis and external benchmarking by equating Operational Costs as a function of Total Business Revenue. This metric can be used in conjunction with other Financial Metrics to analyze the cost breakdown of workplace services.



Measurement Workplace Total Operating Cost / Total Business Revenue


Workplace Total Operating Cost: Sum of Financial Summary table filtered for ‘Operating’ costs only. This includes all workplace-related operating Cost values such as Moves, Utilities, Custodial, Grounds, and Maintenance.

Total Business Revenue value: Sum of Financial Summary table filtered for ‘Revenue’ costs only.




Thresholds (default) This metric is industry and company/agency specific, and the thresholds need to be determined by each company/agency during setup.



Metric Queries:

triBuildingFact - Metric - Workplace Total Cost of Operations ($) / Business Total Revenue ($) Metric

triBuildingFact - Metric - Workplace Total Cost of Operations ($) / Business Total Revenue ($) Metric (Score)






Capture Period: Geography, Location

Filters (Static) Active Buildings, Active Cost Codes


Item Description



Time Months


License Dependency IBM TRIRIGA Enterprise Performance Management

Functional Dependency Cost Codes, Geography, Location, Organization

Workpoint Utilization Rate (%) Item Description

Name Workpoint Utilization Rate (%)

Metric ID 1073-01-PO, 1073-01-PO-S


Metric Objective Determine workstation/workpoint occupancy based on organization assignment.


Determine which building and floor locations to focus investigation on root causes of exception condition. Further drill into Space Classifications for more detailed analysis. Review utilization metric by organization to determine occupants with opportunities for improvement. Use time trend analysis to compare seasonal peaks, anomalies, improvement trends, or poor performance trends.

Description Facilitates building office space occupancy efficiency comparisons for internal trend analysis and external benchmarking.

Source IFMA

Benchmark Source IFMA BM#23

Measurement Number of Workpoints Used / Total Workpoints Available


Workpoints used: space capacity of spaces assigned to an organization.

Total Workpoints: overall space capacity (filtered on Workpoint = TRUE)


Item Description








Range 3: Not Used


Business Object: triSpaceFact

Metric Queries:

triSpaceFact - Metric - Workpoint Utilization Rate (%) Metric

triSpaceFact - Metric - Workpoint Utilization Rate (%) Metric (Score)


Geography, Location, Space Class, Capture Period

Filters (Interactive) Geography, Location, Space Class

For US Federal Government: Geography, Location, Space Class, Real Property Type, Real Property Use




Time Months



8. Appendix D – Related Reports The following sections describe each Related Report delivered with the Workplace Performance Management products. For a correlation between Related Reports and metrics, see the other appendices.

For details on how to access and use the Related Reports tab of your Performance Manager, see the Using the Related Reports Tab & Data Tab section.

% Implementation Plan Savings Progress by Geography Description

Sub-Report Tab: Related Reports

Title: % Implementation Plan Savings Progress by Geography

ID: 2073-01-R

Order by: RE Implementation Plan

Display Columns: RE Implementation Plan, Total Savings from Completed, Total Savings Goal, Plan Category, City, State/Province, Country, % Progress

Module: triMetricFact

Business Object: triREImplementationPlanFact

Metric Queries:

triREImplementationPlanFact - Related Report - Implementation Plan Progress by Geography

% On-time Completion (My Tasks) by Project Type Description


Title % On-time Completion (My Tasks) by Project Type

ID: 2056-01-R

Order by: Task ID, Task Name

Display Columns: Task ID, Task Name, Task Type, Planned End Date, Actual End Date


Business Object: triREProjectTaskFact

Metric Queries:

triREProjectTaskFact - Related Report - % On-time Completion (My Tasks) by Project Type


% On-time Completion (My Tasks) by Project Description


Title: % On-time Completion (My Tasks) by Project

ID: 2055-01-R

Order by: Task ID, Task Name

Display Columns: Task ID, Task Name, Task Type, Planned End Date, Actual End Date



Metric Queries:

triREProjectTaskFact - Related Report - % On-time Completion (My Tasks) by Project

% On-time Completion (My Tasks) by Task Type Description


Title: % On-time Completion (My Tasks) by Task Type

ID: 2057-01-R

Order by: Task Type, Task ID, Task Name

Display Columns: Task Type, Task ID, Task Name, Planned End Date, Actual End Date



Metric Queries:

triREProjectTaskFact - Related Report - % On-time Completion (My Tasks) by Task Type

% On-time Delivery by Portfolio Manager Description


Title: % On-time Delivery by Portfolio Manager

ID: 2048-01-R

Order by: Project Name

Display Columns: Project Name, Project Type, RE Project Planned End Date, RE Project Actual End Date



Metric Queries:

triREProjectFact - Related Report - % On-time Delivery by Portfolio Manager


% On-time Delivery by Project Type Description


Title % On-time Delivery by Project Type

ID: 2049-01-R

Order by: Project Type, Project Name

Display Columns: Project, Type Project Name, RE Project Planned End Date, RE Project Actual End Date



Metric Queries:

triREProjectFact - Related Report - % On-time Delivery by Project Type

% On-time Payment (My RE Contracts) by Organization Description


Title: % On-time Payment (My Real Estate Contracts) by Organization

ID: 2061-01-R

Order by: RE Contract Name

Display Columns: RE Contract Name, RE Contract Type, Address, City, State/Province, Country, % On Time Payment



Metric Queries:

triREPaymentFact - Related Report - % On-time Payment (My Real Estate Contracts) by Organization

% On-time Payment (My RE Contracts) by Payment Type Description


Title: % On-time Payment (My Real Estate Contracts) by Payment Type

ID: 2064-01-R

Order by: Payment Type, RE Contract Name

Display Columns: Payment Type, RE Contract Name, RE Contract Type, Address, City, State/Province, Country, % On Time Payment



Metric Queries:

triREPaymentFact - Related Report - % On-time Payment (My Real Estate Contracts) by RE Payment Type


% On-time Payment (My RE Contracts) by RE Contract Type Description


Title: % On-time Payment (My Real Estate Contracts) by RE Contract Type

ID: 2063-01-R

Order by: RE Contract Type, RE Contract Name

Display Columns: RE Contract Type, RE Contract Name, Address, City, State/Province, Country, % On Time Payment



Metric Queries:

triREPaymentFact - Related Report - % On-time Payment (My Real Estate Contracts) by RE Contract Type

% On-time Payment (My RE Contracts) by RE Contract Description


Title: % On-time Payment (My Real Estate Contracts) by RE Contract

ID: 2062-01-R


Display Columns: RE Contract Name, RE Contract Type, Address, City, State/Province, Country, % On Time Payment



Metric Queries:

triREPaymentFact - Related Report - % On-time Payment (My Real Estate Contracts) by RE Contract

% Savings from Audits by RE Contract Description


Title: % Savings from Audits by RE Contract

ID: 2066-01-R


Display Columns: RE Contract Name, Amount Billed per Landlord, Payment Difference, RE Contract Type, Address, City, State/Province, Country, % Savings


Business Object: triREPaymentReconciliationFact

Metric Queries:

triREPaymentReconciliationFact - Related Report - % Savings from Audits by RE Contract


Average Days Outstanding by Organization Description


Title: Average Days Outstanding by RE Invoice

ID: 2069-01-R


Display Columns: RE Contract Name, RE Contract Type Name, Address, City, State/Province, Country, Average Days Outstanding



Metric Queries:

triREPaymentFact - Related Report - Average Days Outstanding by Organization

Average Days Outstanding by Payment Type Description


Title: Average Days Outstanding by Payment Type

ID: 2072-01-R

Order by: Payment Type, RE Contract Name

Display Columns: Payment Type, RE Contract Name, RE Contract Type Name, Address, City, State/Province, Country, Average Days Outstanding



Metric Queries:

triREPaymentFact - Related Report - Average Days Outstanding by Payment Type


Average Days Outstanding by RE Contract Description


Title: Average Days Outstanding by RE Contract

ID: 2070-01-R

Order by: RE Contract Type

Display Columns: RE Contract Name, RE Contract Type Name, Address, City, State/Province, Country, Average Days Outstanding



Metric Queries:

triREPaymentFact - Related Report - Average Days Outstanding by RE Contract

Building Summary – Imperial Description


Title: Building Summary - Imperial

ID: 2024-01-R

Order by: Building

Display Columns: Building, Property, Gross Area, Rentable Area, Usable Area, Building R/U Ratio, People Count, FCI Level 1, Cost of Operations, Area/Person



Metric Queries:

triBuildingFact - Related Report - Building Summary - Imperial (Building Fact )

Building Summary – Metric Description


Title: Building Summary – Metric

ID: 2025-01-R

Order by: Building

Display Columns: Building, Property, Gross Area, Rentable Area, Usable Area, Building R/U Ratio, People Count, FCI Level 1, Cost of Operations, Area/Person



Metric Queries:

triBuildingFact - Related Report - Building Summary - Metric ( Building Fact)


Building Summary Description


Title: Building Summary

ID: 2026-01-R

Order by: Building

Display Columns: Building, Property, Building Class, Primary Use, City, State/Province, Country, In Service Date, Current Replacement Value, Facility Condition Index Level 1



Metric Queries:

triBuildingFact - Related Report - Building Summary (Building Fact )

Change Orders to Budget Description


Title: Change Orders to Budget

ID: 2017-01-R


Display Columns: Program, Project Name, Original Budget, Current Budget, Change Orders, Project ID, Potential Change Orders



Metric Queries:

triCapitalProjectFact - Related Report - Change Orders to Budget

Change Orders to Contract Description


Title: Change Orders to Contract

ID: 2018-01-R

Order by:

Display Columns: Contract ID, Contract Name, Project Name, Original Commitment, Change Orders, CO Percent of Contract



Metric Queries:

triCapitalProjectContractFact - Related Report - Change Orders to Contract


Checklist Items Description


Title: Checklist Items

ID: 2078-01-R

Order by: Location

Display Columns: Location Name, Name, Type, Checklist Category, Score, Point Range (Minimum), Point Range (Maximum)


Business Object: triChecklistItemFact

Metric Queries:

triChecklistItemFact – Related Report – Checklist Items

Condition Indicators Description


Title: Condition Indicators

ID: 2011-01-R

Order by: Building Name, Building System, Building System Item

Display Columns: Building Name, Building System Item, Building System, Condition Index Level 1, Condition Index Level 2, Replacement Cost, Total Deficiency Cost Level 1, Total Deficiency Cost Level 2, In Service Date, Life Expectancy, Remaining Life, % of Building Cost


Business Object: triBuildingSystemItemFact

Metric Queries:

triBuildingSystemItemFact - Related Report - Condition Indicators


Contact Center Communication Description


Title: Contact Center Communication

ID: 2010-01-R

Order by: Building Name, Building System, Building System Item

Display Columns: Building Name, Property Name, Request Class, Agent Name


Business Object: triContactCenterFact

Metric Queries:

triContactCenterFact - Related Report - Contact Center Communication

Contract On-Time Completion Rate Description


Title: Contract On-Time Completion Rate

ID: 2023-01-R

Order by: Days Variance

Display Columns: Days Variance, Contract ID, Contract Name, Project Name, Contract Start Date, Contract End Date



Metric Queries:

triCapitalProjectContractFact - Related Report - Contract On-Time Completion Rate

Cost Code Summary Description


Title: Cost Code Summary

ID: 2001-01-R

Order by: Building Name, Service Type

Display Columns: Building Name, Service Type, Cost Type, Cost Code ID, Cost Code Name, Actual Cost



Metric Queries:

triBuildingCostFact - Related Report - Cost Code Summary ( Building Fact )


Cost per Area - Leased Description


Title: Cost per Area - Leased

ID: 2076-01-R


Display Columns: RE Contract Type RE Contract Name, Total Cost, Total Gross Rentable Area, Cost per Area, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - Cost Per Area

Cost per Area - Owned Description


Title: Cost per Area - Owned

ID: 2075-01-R


Display Columns: RE Contract Type RE Contract Name, Total Cost, Total Gross Rentable Area, Cost per Area, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - Cost Per Area - Owned Property

Cost per Seat by Organization Description


Title: Cost per Seat by Organization

ID: 2042-01-R


Display Columns: RE Contract Name, RE Contract Type, Total Cost, Total Seats, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - Cost per Seat by Organization


Cost per Seat by RE Contract Type Description


Title: Cost per Seat by RE Contract Type

ID: 2043-01-R


Display Columns: RE Contract Type, RE Contract Name, Total Cost, Total Seats, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - Cost per Seat by RE Contract Type

Current Budget to Forecast, Original Budget to Forecast Description


Title: Current Budget to Forecast, Original Budget to Forecast

ID: 2013-01-R


Display Columns: Program, Project Name, Original Budget, Current Budget, Change Orders, Committed, Actual, Forecast Final, Variance Amount, Project ID



Metric Queries:

triCapitalProjectFact - Related Report - Current Budget to Forecast

triCapitalProjectFact - Related Report - Original Budget to Forecast

Move Log Summary Description


Title: Move Log Summary

ID: 2027-01-R

Order by: Building, Floor

Display Columns: Building, Floor, Organization, Moves, Area,

Module: triWorkerFact


Metric Queries:

triSpaceAllocationFact - Related Report - Move Log Summary


My Average Transaction Cycle Time by Project Type Description


Title: My Average Transaction Cycle Time by Project Type

ID: 2058-01-R

Order by: Project Type, Project Name

Display Columns: Project Type, Project Name, RE Project Planned End Date, RE Project Actual End Date, My Transaction Cycle Time (days)



Metric Queries:

triREProjectFact - Related Report - My Average Transaction Cycle Time by Project Type

My Project Budget Description


Title: My Project Budget

ID: 2014-01-R

Order by: Variance Amount

Display Columns: Program, Project Name, Budget Class, Current Budget, Forecast Final, Variance Amount, Project ID



Metric Queries:

triCapitalProjectFact - Related Report - My Project Budget


New Construction Cost Description


Title: New Construction Cost

ID: 2015-01-R

Order by: Geography

Display Columns: Program, Geography, Project Name, Actual Cost, Project Gross Construction Area, Project Usable Area, Project ID



Metric Queries:

triCapitalProjectFact - Related Report - New Construction Cost (USD / GSF)

triCapitalProjectFact - Related Report - New Construction Cost (USD / USF)

Organization Financial Summary Description


Title: Organization Financial Summary

ID: 2077-01-R

Order by: Building

Display Columns: Building, Cost Type, Service Type, Organization ID, Organization Name, Organization Type, Budget Cost, Actual Cost, Forecast Cost



Metric Queries:

triBuildingCostFact - Related Report - Organization Financial Summary

Overall Customer Satisfaction by Portfolio Manager Description


Title: Service Survey Listing

ID: 2050-01-R

Order by: Question Category, Request Class

Display Columns: Question Category, Request Class, Comment



Metric Queries:

triSurveyFact - Related Report - Service Survey Listing


Overall Customer Satisfaction by Preferred Provider Description



ID: 2051-01-R


Display Columns: Question Category, Request Class, Comment



Metric Queries:


Overall Transaction Score by Portfolio Manager Description


Title: Overall Transaction Score by Portfolio Manager

ID: 2052-01-R


Display Columns: Project Name, Overall Sigma, QFD Score, CTQ Score



Metric Queries:

triREProjectFact - Related Report - Overall Transaction Score by Portfolio Manager

Percent Projects over Budget Description


Title: Percent Projects Over Budget

ID: 2012-01-R

Order by:

Display Columns: Program, Project Name, Original Budget, Current Budget, Change Orders, Committed, Actual, Forecast Final, Variance, Project ID



Metric Queries:

triCapitalProjectFact - Related Report - Percent Project Over Budget


Percent Projects over Schedule Description


Title: Percent Projects Over Schedule

ID: 2019-01-R


Display Columns: Program, Project Name, Days Variance, Project ID, Planned Start, Planned End, Projected Complete, Actual Start



Metric Queries:

triCapitalProjectFact - Related Report - Percent Project Over Schedule

Project On-Time Completion Rate Description


Title: Project On-Time Completion Rate

ID: 2022-01-R

Order by: Days Over

Display Columns: Program, Days Over, Project ID, Project Name, Actual Start, Planned End, Actual End



Metric Queries:

triCapitalProjectFact - Related Report - Project On-Time Completion Rate

Project Schedule Variance Description


Title: Project Schedule Variance

ID: 2020-01-R


Display Columns: Program, Days Variance, Project ID, Project Name, Planned Start, Planned End, Projected End, Actual Start



Metric Queries:

triCapitalProjectFact - Related Report - Project Schedule Variance


Project Summary Description


Title: Project Summary

ID: 2079-01-R

Order by:

Display Columns: Project Name, Program, Budget Class, Current Budget, Forecast Final, Variance Amount, Project ID



Metric Queries:

triCapitalProjectFact – Related Report – Project Summary

RE Contract Headcount by Organization Description


Title: RE Contract Headcount by Organization

ID: 2036-01-R


Display Columns: RE Contract Name, RE Contract Type, Total Headcount, Total Gross Rentable Area, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - RE Contract Headcount by Organization


RE Contract Headcount by RE Contract Type Description


Title: RE Contract Headcount by RE Contract Type

ID: 2037-01-R


Display Columns: RE Contract Type, RE Contract Name, Total Headcount, Total Gross Rentable Area, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - RE Contract Headcount by RE Contract Type

RE Contract Utilization – Space Use Agreements by Organization Description


Title: Real Estate Contract Utilization – Space Use Agreements by Organization

ID: 2059-01-R


Display Columns: RE Contract Name, RE Contract Type, SUA Total Rentable Area, Total Gross Rentable Area, Address, City, State/Province, Country, % RE Contract Utilization



Metric Queries:

triREContractFact - Related Report - Real Estate Contract Utilization - Space Use Agreements by Organization


RE Contract Utilization – Space Use Agreements by RE Contract Type Description


Title: Real Estate Contract Utilization – Space Use Agreements by RE Contract Type

ID: 2060-01-R

Order by: RE Contract Type

Display Columns: RE Contract Type, RE Contract Name, SUA Total Rentable Area, Total Gross Rentable Area, Address, City, State/Province, Country, % RE Contract Utilization



Metric Queries:

triREContractFact - Related Report - Real Estate Contract Utilization - Space Use Agreements by RE Contract Type

RE Contract Vacancy by Organization Description


Title: RE Contract Vacancy by Organization

ID: 2033-01-R


Display Columns: RE Contract Name, RE Contract Type, Total Vacancy Rate, Total Gross Rentable Area, % Vacancy Rate, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - RE Contract Vacancy by Organization


RE Contract Vacancy by RE Contract Type Description


Title: RE Contract Vacancy by RE Contract Type

ID: 2034-01-R


Display Columns: RE Contract Type, RE Contract Name, Total Vacancy Rate, Total Gross Rentable Area, % Vacancy Rate, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - RE Contract Vacancy by RE Contract Type

RE Costs by Organization Description


Title: RE Costs by Organization

ID: 2038-01-R


Display Columns: RE Contract Name, RE Contract Type, Total Cost, Total Headcount, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - RE Costs by Organization

RE Costs by RE Contract Type Description


Title: RE Costs by RE Contract Type

ID: 2039-01-R


Display Columns: RE Contract Type, RE Contract Name, Total Cost, Total Headcount, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - RE Costs by Contract Type


Renovation Cost Description


Title: Renovation Cost

ID: 2016-01-R

Order by: Geography

Project Group, Program, Geography, Actual Cost, Project Gross Construction Area, Project Usable Area, Project ID, Project Name, Renovation Cost (USD / USF)



Metric Queries:

triCapitalProjectFact - Related Report - Renovation Cost (USD/ GSF)

triCapitalProjectFact - Related Report - Renovation Cost (USD/ USF)

Revenue Weeks to Target by Portfolio Manager Description


Title: Revenue Weeks to Target by Portfolio Manager

ID: 2053-01-R


Display Columns: Project Name, Revenue Weeks Calculated, Revenue Weeks Planned, RE Project Planned End Date, RE Project Calculated End Date


Business Object: triRETransactionPlanFact

Metric Queries:

triRETransactionPlanFact - Related Report - Revenue Weeks to Target by Portfolio Manager


RFI Response Time, Percent RFI Overdue Description


Title: RFI Response Time, Percent RFI Overdue

ID: 2021-01-R

Order by:

Display Columns (RFI Response Time): Days Response Time, RFI Name, Project Name, RFI Status, RFI Date Entered, RFI Date Required, RFI Cost Impact, RFI Schedule Impact Days

Display Columns (Percent RFI Overdue): Days Late, RFI Name, Project Name, RFI Status, RFI Date Entered, RFI Date Required, RFI Cost Impact, RFI Schedule Impact Days



Metric Queries:

triRFIFact - Related Report - RFI Response Time

triRFIFact - Related Report - Percent RFI Overdue

Seat Occupancy % by Organization Description


Title: Seat Occupancy % by Organization

ID: 2044-01-R


Display Columns: RE Contract Name, RE Contract Type, Total Headcount, Total Seats, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - Seat Occupancy % by Organization


Seat Occupancy % by RE Contract Type Description


Title: Seat Occupancy % by RE Contract Type

ID: 2045-01-R


Display Columns: RE Contract Type, RE Contract Name, Total Headcount, Total Seats, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - Seat Occupancy % by RE Contract Type

Seats per Person by Organization Description


Title: Seats per Person by Organization

ID: 2040-01-R


Display Columns: RE Contract Name, RE Contract Type, Total Cost, Total Headcount, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - RE Costs by Organization

Seats per Person by RE Contract Type Description


Title: Seats per Person by RE Contract Type

ID: 2041-01-R


Display Columns: RE Contract Type, RE Contract Name, Total Cost, Total Headcount, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - RE Costs by Contract Type


Service Survey Listing Description



ID: 2008-01-R


Display Columns: Question Category, Request Class, Survey Response, Comment



Metric Queries:


Service Task Analysis by Building Description


Title: Service Task Analysis by Building

ID: 2003-01-R

Order by: Building

Display Columns: Building, Count of Tasks



Metric Queries:

triTaskResourceFact - Related Report - Service Task Analysis by Building

Service Task Analysis by Request Class Description


Title: Service Task Analysis by Request Class

ID: 2002-01-R

Order by: Request Class

Display Columns: Request Class, Count of Tasks



Metric Queries:

triTaskResourceFact - Related Report - Service Task Analysis by Request Class


Service Task Cost Analysis by Building Description


Title: Service Task Cost Analysis by Building

ID: 2005-01-R

Order by: Building

Display Columns: Building, Count of Tasks, Avg $/Task, Min $/Task, Max $/Task



Metric Queries:

triTaskResourceFact - Related Report - Service Task Cost Analysis by Building

Service Task Cost Analysis by Request Class Description


Title: Service Task Cost Analysis by Request Class

ID: 2004-01-R

Order by: Request Class

Display Columns: Request Class, Task $, Avg $/Task, Min $/Task, Max $/Task



Metric Queries:

triTaskResourceFact - Related Report - Service Task Analysis by Request Class

Service Task Listing by Building Description


Title: Service Task Listing by Building

ID: 2007-01-R

Order by: Location

Display Columns: Location, Responsible Organization ,Customer Organization, Responsible Person, Request Class, Task ID, Baseline Start, Baseline End, Baseline Duration, Actual Start, Actual End, Actual Duration, Status



Metric Queries:

triTaskDetailFact - Related Report - Service Task Listing by Building


Service Task Listing by Responsible Org Description


Title: Service Task Listing by Responsible Org

ID: 2006-01-R

Order by: Responsible Organization

Display Columns: Responsible Organization, Location, Customer Organization, Responsible Person, Request Class, Task ID, Baseline Start, Baseline End, Baseline Duration, Actual Start, Actual End, Actual Duration, Status



Metric Queries:

triTaskDetailFact - Related Report - Service Task Listing by Responsible Org

Space Capacity Description


Title: Space Capacity

ID: 2031-01-R


Display Columns: Building, Floor, Space Name, Area SF, Area SM, Space Capacity, Headcount Primary, Headcount Other, Remaining Capacity



Metric Queries:

triSpaceAllocationFact - Related Report - Space Capacity ( Set 3)

Space Class Summary Description


Title: Space Class Summary

ID: 2032-01-R


Display Columns: Building, Floor, Space Class, Area SF, Area SM



Metric Queries:

triSpaceAllocationFact - Related Report - Space Class Summary ( Mobility Space Rate Metric )


Time Card Summary Description


Title: Time Card Summary

ID: 2009-01-R

Order by:

Display Columns: Organization, Person, Task ID, Pay Period, Time Category, Labor Class, Hours, Total Cost


Business Object: triTimeEntryFact

Metric Queries:

triTimeEntryFact - Related Report - Time Card Summary

Vacancy – Non-Allocated Space Description


Title: Vacancy- Non-Allocated Space

ID: 2030-01-R

Order by: Building, Floor, Space

Display Columns: Building, Floor, Space Class, Space Name, Area SF, Area SM, Capacity



Metric Queries:

triSpaceAllocationFact - Related Report - Vacancy - Non-Allocated Space ( Set 3)

Vacancy Cost by Organization Description


Title: Vacancy Cost by Organization

ID: 2046-01-R


Display Columns: RE Contract Name, RE Contract Type, Vacancy Cost, Total Vacant, Total Gross Rentable Area, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - Vacancy Cost by Organization


Vacancy Cost by RE Contract Type Description


Title: Vacancy Cost by RE Contract Type

ID: 2047-01-R


Display Columns: RE Contract Type, RE Contract Name, Vacancy Cost, Total Vacant, Total Gross Rentable Area, Address, City, State/Province, Country



Metric Queries:

triREContractFact - Related Report - Vacancy Cost by RE Contract Type

Worker Type Summary by Bldg/Floor Description


Title: Worker Type Summary by Bldg/Floor

ID: 2028-01-R


Display Columns: Building, Floor, Organization, Worker Type, People Count



Metric Queries:

triWorkerFact - Related Report - Worker Type Summary by Bldg/Floor ( Set 3 )

Worker Type Summary by Organization/Building Description


Title: Worker Type Summary by Organization/Building

ID: 2029-01-R

Order by: Organization, Building

Display Columns: Organization, Building, Floor, Worker Type, People Count



Metric Queries:

triWorkerFact - Related Report - Worker Type Summary by Organization/Building ( Set 3 )

INDEX Apply Filters 9 Benefits 3 Business Unit Manager 70 Chart

Horizontal Grouped Bar 11 Horizontal Grouped Bar (Percent) 11 Horizontal Stacked Bar 11 Line/Bar Combo 11 Vertical Grouped Bar 11 Vertical Grouped Bar (Percent) 11

Contact Center Manager 84 Contract/Purchasing Manager 85 Definitions 3 Dimension 5 Environmental Manager/Planner 74 Facilities Executive 92 Facility Assessment Manager 82 Features 3 Filter 5 Finance Executive 67 GCI 215 Horizontal Grouped Bar (Percent) Chart 11 Horizontal Grouped Bar Chart 11 Horizontal Stacked Bar Chart 11 Key Performance Indicators (KPI) 4 KPI 4 Line/Bar Combo Chart 11 Metric 5 Metric Categories 8, 118 Metric Chart Panel 8 Metric Chart Templates 12 Metric Chart Thresholds 15 Metric Chart Types 12 Metric Components 7 Metric ID 56 Metric Queries 16

Score-Based 17 Time-Trend 17 Value-Based 17

Metric Query 19 Metric Scorecard Panel 7 Metrics 4, 150 Move Manager/Planner 98 Operations Executive 77 Performance Metrics Portal Section 6 Primary Components 7 Program Manager 111 Project Container 115 Project Executive 109 Project Manager 113 Real Estate Contract Manager 104 Real Estate Executive 101 Real Estate Transaction Manager 106 Related Report 44 Restore Defaults 9 Results 8 Save Settings 9 Score-Based Metric Query 17 Scorecard 4 Service Manager 87 Service Technician 90 Show By 9 Space Manager/Planner 95 Status 8 Target 8 Thresholds 9, 15, 16 Time-Trend Metric Query 17 Value-Based Metric Query 17 Vertical Grouped Bar (Percent) Chart 11 Vertical Grouped Bar Chart 11 Workplace Executive 65

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