Upcoming Components and Checks Report

The Upcoming Components and Checks report provides a 40-year forecast of component replacements and compliance checks across your housing stock.

It summarises the quantity and forecast cost of scheduled work without listing individual properties or blocks. Select a quantity or forecast cost to open the Upcoming Component and Check Schedule, which identifies the properties and blocks contributing to that figure.

Accessing the report

1. Open Management Reports.
2. Go to the Asset Management section.
3. Select Upcoming Components and Checks.
4. Choose a Housing Group, or select All Housing Groups.
5. Select Generate.

The report only includes Housing Groups you are authorised to access.

Understanding the forecast

The forecast covers 40 calendar years:

• Year 1 is the current calendar year.
• Year 40 is the current year plus 39.
• The period automatically moves forward each calendar year.

The report uses the component and compliance schedules already configured in Asset Management, including:

• Standard and adjusted component lifecycles
• First replacement year
• Last replaced year
• Compliance service intervals
• Next scheduled check
• Configured forecast costs

Recurring replacements and checks are included each time they become due during the forecast period.

Report sections

Scheduled work is divided into four sections:

1. Property Components
2. Block Components
3. Property Compliance Checks
4. Block Compliance Checks

Property and block items are reported separately, even when they have the same description.

The property sections are always shown. If no work is scheduled, an empty-state message is displayed.

Block sections are only shown when they contain qualifying Asset Management data.

Report columns

Each section contains one row for every component or compliance-check type.

The 40-year forecast is divided into eight five-year bands:

• Years 1–5
• Years 6–10
• Years 11–15
• Years 16–20
• Years 21–25
• Years 26–30
• Years 31–35
• Years 36–40

Each band shows:

• Quantity Due — the number of replacements or checks scheduled during the period
• Forecast Cost — the combined forecast cost of that scheduled work

Each row also shows:

• Total Quantity Due — all scheduled occurrences across the complete 40 years
• Total Forecast Cost — the combined cost across the complete 40 years

The table can be scrolled horizontally to view later forecast periods.

Quantities and costs

Each configured component replacement or compliance check normally counts as one occurrence.

For example, if 12 properties have a Kitchen replacement due in the same year:

• Quantity Due is 12
• Forecast Cost is the combined cost of all 12 replacements

Recurring work is counted each time it becomes due. A component due twice during the forecast contributes two occurrences in the appropriate periods.

Block quantities are counted at block level. They are not multiplied by the number of properties or units within the block.

Scheduled items with no configured cost are still included in the quantity figures.

Viewing the properties and blocks

Non-zero Quantity Due and Forecast Cost figures link to the Upcoming Component and Check Schedule.

Selecting a figure opens the detailed schedule with the relevant filters automatically applied, including:

• Housing Group
• Item Category
• Component or Compliance Check
• From Year
• To Year

When a figure within a five-year band is selected, the schedule displays the individual properties or blocks and exact Due Years contributing to that figure.

For example, selecting the Kitchen Quantity Due under Years 1–5 opens the schedule showing the properties with Kitchen replacements forecast during those five years.

Selecting a row’s Total Quantity Due or Total Forecast Cost opens all scheduled occurrences of that component or check across the complete 40-year forecast.

Section-total links display all scheduled items within that section and period. Links in the final Total Upcoming Components and Checks row display all relevant categories for the selected period.

The number of matching rows in the detailed schedule corresponds to the selected Quantity Due. The sum of their Forecast Costs corresponds to the selected Forecast Cost.

Zero values are not linked because there are no underlying scheduled items to display.

Block Components and Block Compliance Checks open schedule entries for the relevant blocks. Their quantities and costs are not allocated or duplicated across the properties or units within those blocks.

Totals

Every populated section ends with a total row showing:

• Quantity Due for each five-year band
• Forecast Cost for each five-year band
• Total Quantity Due
• Total Forecast Cost

The final Total Upcoming Components and Checks row combines all displayed sections without double-counting scheduled work.

Exporting the report

Select Export to download the report as a CSV file.

The CSV presents all 40 individual calendar years instead of five-year bands. Each year has two columns:

• Quantity Due
• Forecast Cost

The export also includes:

• Calendar-year headings
• Forecast Year numbers from 1 to 40
• Section totals
• The overall report total

The CSV can be opened in spreadsheet applications for further analysis, filtering and charting.

Property and Block Forecast End Dates

The report respects the optional Asset Management Forecast End Date set separately for each property and block. Set or change it in the relevant asset’s Asset Mgmt area and click Save. Leave it blank for the full forecast, or clear it and save to remove a limit. For block instructions, see setting a block forecast end date.

• Component replacements and compliance checks for which only a forecast year is available include the selected end year; later years are excluded.
• Where a recorded inspection provides a compliance due date, only occurrences due on or before the end date are included. A later due date is excluded even within the same calendar year.

Each cutoff applies only to costs recorded against that property or block. A block end date does not change property forecasts, and property end dates do not change block forecasts. Combined results can include assets with different end dates. The report’s overall 40-year period remains unchanged.

Occurrences outside a property’s or block’s cutoff are excluded from both Quantity Due and Forecast Cost, including recurring occurrences and items with no configured cost. The five-year bands, overall totals and CSV export all use the same cutoff.

The linked Upcoming Component and Check Schedule also excludes those occurrences, so its row counts and costs continue to match the figures selected in this report.

For example, with an end date of 30 June 2030, an annual compliance check last completed on 15 September 2029 is next due on 15 September 2030. It contributes neither a quantity nor a cost for that occurrence. See the compliance due-date rules.

Why might an expected item be missing?

For a property or block item, also check the Asset Management Forecast End Date. An occurrence outside its cutoff will not appear, even if it falls within the report’s 40-year period.

Check that:

• The property or block belongs to the selected Housing Group.
• The asset and component or check are active.
• A valid Year Built is recorded.
• The component or compliance-check type is active.
• Its configured schedule places an occurrence within the 40-year forecast.
• Block Asset Management data has been configured if you expect a block section.