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OPEX

The OPEX library holds reusable OPEX (operating expenditure) templates. Templates let you standardize financial data, cut down on manual entry, and apply common expenditure items to many assets at once.

Creating and managing OPEX templates​

Templates you create here can be applied anywhere in your portfolio.

Creating a template​

  1. Go to Library > OPEX in the main menu.
  2. Click + Add new at the top right.
  3. In the Edit OPEX window, configure the template (Name, Account, Cost driver, Timing, Amount, and Consumption tax). These are the same settings as at the asset level.
  4. Click Save. The new template appears in the OPEX library list.

Editing and deleting templates​

In the OPEX library list, open the three-dot menu (...) on the right of a template and select Edit to change its settings, Copy to duplicate it as a new template, or Delete to remove it. Clicking a template's description also opens its settings. Deleting a template only removes it from the library; assets it was already applied to keep their OPEX items.

You can search the list by description and choose which columns to show in the view options. To apply or delete several templates at once, select them in the list and click Apply to assets or Delete in the menu that appears at the bottom.

Applying OPEX to assets​

You can apply saved templates to assets from the library or from an individual asset.

From the library (multiple assets)​

Use this method to apply one OPEX item to many assets at once.

  1. Go to Library > OPEX.
  2. Open the three-dot menu (...) of the template you want to use.
  3. Select Apply to assets.
  4. In the pop-up window, use search and filters to find and select the assets.
  5. Click Confirm. The OPEX item is added to all selected assets.

From an asset (import from library)​

Use this method to add library templates to the asset you are viewing.

  1. Open the asset and go to Financials > OPEX.
  2. Click Import from library.
  3. Select one or more templates from the list and confirm to add them to the asset.

Saving asset-level OPEX to the library​

To reuse an OPEX item you have already set up on an asset, save it to the library.

  1. Go to the asset's Financials > OPEX section.
  2. Find the OPEX item you want to save.
  3. Open the three-dot menu (...) next to it and select Export to library.

The item is saved as a new template in the OPEX library.

To add an item to other assets without saving it to the library, select Copy to assets in the same menu. Both actions also work for several items at once: select them in the list and use the menu that appears at the bottom.

Bulk changes from the asset list​

You can add, remove, or reset OPEX items for several assets at once from the asset list.

  1. Go to the Assets page.
  2. Select the checkboxes next to the assets you want to change.
  3. In the menu that appears at the bottom, click Financials > OPEX and choose an option:
    • Add adds an OPEX item to all selected assets.
    • Remove removes a specific OPEX item from all selected assets.
    • Reset deletes all OPEX items from the selected assets. This cannot be undone.