Works Plan Reports

Review refined Treatment schemes in detail

Once a Works Plan is successfully built, you can view the results in a set of detailed Reports. Each Report type provides extensive detail about the Works Plan in different contexts and scopes.

At a Network level, you can read about each scenario, including the conditions monitored, the Strategies targeted and the overall costs of meeting them for each financial year. At a Section level, you can see its projected Treatments for the years ahead, and read about how Treatments were triggered, selected and merged into schemes.

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To learn more about viewing Reports in Explorer, see Reports.

View Reports

To view the Reports for a Works Plan:

1. Select Analysis Tools > Works Plans in the left panel.

2. Open the Complete folder and select a Works Plan.

3. Select View Works Plan Report in the top-right corner.

The Works Plan Summary Report opens in a new window.

Works Plan Summary

This provides key details about the Works Plan's configuration and how its results were generated. It includes the selected scenarios and their ability to meet all Strategy targets, the conditions monitored on the Network and deteriorated each year, and prioritisation details. Like all Reports, you can print and export its content for use outside of CausewayOne Asset Strategy.

Linked Reports

The Works Plan Summary links to several Reports related to the Treatment Set used in the Works Plan:

• Treatment Set Parameters - the details of each Condition Parameter analysed by the Treatment Set and how their deterioration was calculated for each Asset Group.

• Treatment Set Thresholds - the Condition Parameter severity thresholds set for each Asset Group in the Treatment Set.

• Treatment Set Rules - the trigger rules defined for each Treatment in the set.

• Treatment Set Configuration - the details of each Treatment in the set, including their permitted length, emissions, applicable Asset Groups, costs and effects on Condition Parameters.

Scenarios

The Works Plan Summary lists the scenarios that were selected for inclusion and the Strategies that were added for them to target:

• Worst First - this scenario targets asset subsections that are in the worst condition, regardless of their Benefit-Cost Ratio (BCR). Treatment schemes are simply selected in descending order of raw Condition Score (worst first) until the budget is consumed, so there is never any residual budget.

• Asset Sweating - this scenario targets asset subsections that will benefit most from treatment. By default, it only selects Treatment schemes flagged as Last Chance. If left untreated, a more severe and costly Treatment will be required the following year. These schemes are selected in descending order of Benefit-Cost Ratio (BCR) Score until the budget is consumed. No other Strategies are involved.

• Hard Only - this scenario tries to meet all the added Strategies. Treatment schemes are selected in descending order of Benefit-Cost Ratio (BCR) Score, with Last Chance schemes given top priority by default. This continues until all Strategies are met, even if the budget is exceeded (unless the Limited By Budget setting was enabled).

• Hard and Soft - in older Works Plans, a scenario variant is created for all Hard Strategies combined with every combination of Soft Strategies. These scenarios operate in the same way as the Hard Only scenario, until all of their specific combination of Hard and Soft Strategies are met.

Select a scenario to open its Report in a new browser tab, where you can see detailed breakdowns of costs, conditions and Treatments for each year of the Works Plan. Includes RCI scores, Whole Government Accounting and DCR Change.

The Works Plan Summary highlights the recommended scenario, which is typically the cheapest one that meets all of its configured targets. In the Reports dropdown, the corresponding Report is suffixed with (R).

Strategies and Monitors

The Works Plan Summary lists all the condition monitors available for your company project. The ones marked with a green tick were tracked during the Works Plan. This includes any Strategies that were explicitly added to the Works Plan configuration, along with other condition monitors that are "always on" for your organisation.

Select a condition monitor to open its Report in a new browser tab, where you can see how its value changes through each year of the Works Plan.

If any Opex Treatments were included in the Works Plan configuration, select the OPEX Treatment Costs monitor to see the indicative costs of potential operational expenditure.

Priorities

If a Priority was specified in the Works Plan configuration, the Works Plan Summary will list its details. For each Layer in the Priority, you can see its defined style rules and weighting values between 0 and 1.

Report actions

When viewing a Report, you can perform these actions:

• Report Link - share the Report with users in your company project. Right-click the highlighted URL and choose Copy or press Ctrl+C. Anyone who follows the link must sign into CausewayOne Asset Strategy before the Report is displayed.

• Open in New Window - view the Report in a new browser tab, where it fills the entire window.

• Print - open the print dialog. To save the Report as a PDF, choose a virtual PDF printer (if available).

• Done - close the Report window.

Network Reports

To access all Reports for the Works Plan, select Done to close the Works Plan Summary. In the Explorer toolbar, select Reports and open the folder named after the Works Plan.

The following extra Reports are available:

• Summary Report - an interactive summary chart that provides a quick visual display of the Treatment counts and overall Treatment lengths for the selected Network or Subnetwork. See Summary Reports.

• Treatment Summary (CSV) - download a CSV spreadsheet containing the data of all Treatment schemes selected by the Works Plan (e.g. Section Label, Start/End Chainage, XSP Code, Description, Quantity, Cost). This information is similar to the Treatment Summary (CSV) Report of the underlying Treatment Set, but after Strategies and Priorities have been applied. It also covers multiple financial years instead of one.

  Field details

  A Treatment Summary CSV includes fields that describe how Treatments were selected and prioritised for the given scenario. These fields are also included when you export a Treatment Set or Works Plan Layer. See Exporting Layers.

  Treatment Summary Label	Exported Layer Label	Description
  Scheme_Priority	sch_prio	The order of schemes based on specific criteria that vary by scenario type. Worst First: future Works done whether the scheme meets the minimum length condition score (largest first) Treatment cost (smallest first) Other Scenarios: future works done whether the scheme meets the minimum length whether a more severe scheme will be needed next year (asset sweating) Benefit Cost Ratio (largest first) Treatment cost (smallest first)
  Condition Priority	con_prio	Condition Priority ranking is based on Benefit Cost Ratio. To determine a Treatment's BCR, the system first calculates its beneficial effect on each Condition Parameter for each subsection, then averages these to get a mean benefit per subsection. The mean benefits across all subsections in the scheme are summed and divided by the scheme cost, then multiplied by the Treatment's BCR scale factor setting. Schemes are then ordered by Treatment BCR to determine the Condition Priority. Where two schemes have the same Treatment BCR, the least costly scheme takes higher priority. If a Works Layer was provided, any future works defined in it will always take highest priority.
  Condition Score	con_score	A value between 0 and 1 representing asset condition. Each Condition Parameter is rated using its deterioration curve. The Condition Score is the mean of those ratings across all subsections in the scheme.
  Overlay Priority	ov_prio	The rank order of schemes by their overlay Benefit Cost Ratio (BCR). The overlay BCR is calculated by summing the prioritisation benefit of each subsection within the scheme, multiplying by lambda (λ), then dividing by the scheme cost. Lambda is derived from the Conditions vs Priorities setting in the Works Plan configuration. See Create a Works Plan. Where two schemes share the same BCR, the least costly takes higher priority; future works done always take the highest priority regardless. Overlay Priority does not appear as a field in the Treatment Summary, but it influences Scheme Priority results. It can be viewed in exported Treatment Set or Works Plan layers — see Exporting Layers.

• Works Plan Scenario X - a detailed breakdown of each scenario included in the Works Plan (see above). The recommended scenario is suffixed with (R):

  • 1 = Worst First

  • 2 = Asset Sweating

  • 3 = Hard Only

  • 4 = Hard and Soft

• Advanced CSV download - download one of several CSV spreadsheets, containing detailed data for:

  • Selected Schemes - including the reason why each scheme was selected.

  • Deferred Schemes - including the reason why each scheme was deferred (e.g. shorter than the Treatment's minimum length).

  • OPEX Treatments - the asset subsections where an Opex Treatment was triggered. This indicates where operational expenditure may be needed during each year.

  • Multiple Treatment Sections

• Works Plan Comparison - select one or more other completed Works Plans to generate a comparison between them. Select a condition monitor to open its Report in a new browser tab, where you can see how its value changes through each year, displayed simultaneously for each Works Plan.

Section Report

To view the Works Plan details for a specific Section:

1. Select the Section you want to examine.

2. In the Explorer toolbar, select Reports, open the Section folder and select Works Plan (Section Details). If it isn't listed, ensure the correct Network Layer is selected.

   

3. The Report displays key information about the Works Plan on that Section, including linear illustrations of the generated Treatment schemes.

   For each XSP code, select a financial year on the left to open the corresponding Section Treatment Details Report, which includes comprehensive illustrations of deterioration data for the relevant Condition Parameters, the triggered Treatments, and how those Treatments were selected and merged.

   Common XSP Codes

   An XSP (Cross Section Position) describes where something sits across the width of a road.

   Carriageway lanes are numbered from the nearside edge toward the centre. For single carriageways, use CL codes only. Features outside the carriageway (kerbs, footways, verges) use Off Carriageway Position codes, numbered outward from the carriageway.

   Minimal codes give a generic position for the whole carriageway or one side when precise position isn't important. Asset Strategy simplifies the UKPMS Minimal set to just three codes (UKPMS codes like LK, LF, LV aren't accepted).

   For full details, consult the UKPMS user manual.

   Cross Section Position (XSP)	Left	Right	Minimal
   Carriageway Centre	CC	—	C
   Carriageway Lane 1	CL1	CR1	C
   Carriageway Lane 2	CL2	CR2	C
   Carriageway Lane 3	CL3	CR3	C
   Hard Shoulder	LH	RH	C
   Off Carriageway Position 1	L1	R1	L/R
   Off Carriageway Position 2	L2	R2	L/R
   Off Carriageway Position 3	L3	R3	L/R

   

Section Item Report

To view the details of a Treatment scheme on a Section:

1. Select the Section you want to examine.

2. Item pop-outs appear for each Treatment scheme generated along the Section. Select the pop-out you want to examine.

3. In the Explorer toolbar, select Reports, open the Section Item folder and select Section Item Summary. This Report includes a range of information about the selected Treatment item, e.g. Section Label, Start/End Chainage, XSP Code, Description, Quantity, Cost.