This article covers the assessment dashboard, the FCI trend chart (including the important backfill caveats), and the per-building Buildings section.
The dashboard
The header shows the assessment name, a status badge, a LOCKED badge when applicable, and buttons for Take a tour of this page, Print, Edit Assessment, and the AI actions menu.
Four headline tiles summarize the portfolio: Accounts Assessed (buildings in scope); Deferred Maintenance (the full numerator — explicit DM plus operational cost signals, not just DM records); Current Replacement Value (the live CRV roll-up); and Portfolio FCI (the live score plus its rating badge).
The Operational Backlog section shows the work-order-derived numerator inputs: Active WO Labor (with open-WO count), Chronic WO Penalty, Trailing-365 Repair Spend (split into inventory, labor, and vendor), Repeated WO Ratio, plus Past PM Work and Past Inspection Work completed in the trailing year.
The Equipment Portfolio Age section shows Past-EUL CRV (counted in the numerator automatically), Average Age vs EUL, Assets out of warranty, and Retired assets (excluded from CRV). The Forward Coverage section shows PMs and inspections scheduled in the next 90 and 365 days — this is what earns the forward-scheduled credit.
The FCI trend chart
The trend chart is a time series of snapshots. It shows the FCI line, a dashed green Target line at the Good threshold, orange dashed Formula change markers, and optional customer-defined regulatory deadline lines (managed under Edit annotations). Hover any point for its date, score, rating, and a backfilled tag.
Points come from two places. A daily job records today's snapshot for each active assessment. Backfill history reconstructs the past: it walks calendar-quarter ends from the assessment's Start Date to today and writes one snapshot per quarter, overwriting points in place so there are no duplicates.
What reconstructed means is the critical caveat. A backfilled point rebuilds the world as of that date — only equipment in service (with a replacement cost) by that date counts in the denominator, and only DM items and work orders open on that date count in the numerator — but it uses today's data and today's formula. The system does not keep a memory of what the records looked like back then.
Two consequences follow. First, points recompute from current records: if you add replacement costs to 500 assets today and re-run backfill, history is redrawn against the newly priced portfolio, which keeps history comparable with today. Second, early spikes are usually data-coverage artifacts: if the chart shows a dramatic historical mountain, hover the points — when the replacement value there is far smaller than today's, the spike means real repair spend divided by the small priced portion of the portfolio, not that buildings deteriorated and recovered.
Orange Formula change markers appear wherever two consecutive snapshots were stored under different calculation settings, so values on either side aren't directly comparable. Use Recalculate with current formula to re-score every point under today's settings without altering stored history; running Backfill history makes that permanent for the quarterly points.
Buildings and deferred maintenance
The Buildings section shows Accounts by Condition Rating (a count of buildings per rating band) and an Account FCI Details table with per-building FCI Score, Deferred Maintenance, and CRV. The table is sortable, filterable, and CSV-exportable, and clicking a building opens its record and a breakdown of its equipment, DM items, PM schedules, work orders, and inspection schedules.
Two behaviors are worth understanding. Per-building FCI is textbook DM divided by CRV only — it counts explicit DM items against that building's priced equipment and does not include the operational signals or multipliers.
A customer with no DM records will see every building at 0.0% while the portfolio headline shows a nonzero score; both are correct, because they answer different questions. And an N/A row means the building has no equipment with a replacement cost, so there is nothing to divide by — entering Estimated Replacement Cost on that building's assets fixes it.
Deferred maintenance items are the explicit backlog register. Each has an estimated cost, a status (open, in progress, deferred, or resolved), and is pinned to exactly one of an equipment asset, a location, or a building. Unresolved items feed the numerator at the assessment's explicit-DM weight, and resolving an item removes it from the score. With the DM-aging factor on, an item's cost inflates the longer it stays unresolved.