Archibus SaaS / Leases / Lease Portfolio
Real Property / Leases
Lease Portfolio Dashboard
The Lease Portfolio Dashboard provides a central location from which you can easily access and edit details for any lease, view alerts for upcoming lease and option due dates, validate responsibilities, track lease changes, and generate reports. The Portfolio Dashboard provides a quick way to edit information for leases, as you can access tabbed lease information with one click.
The Lease Portfolio Dashboard includes:
- Alerts for upcoming lease and option due dates. From the dashboard, each alert has a Filter icon that is used as a Find button. This button shows the lease in the selection list below, so that you can easily access its details.
- A selection list with search and filter capabilities to help locate specific leases
- General lease information that you can view or edit, with links to view building, structure, or land information.
- Lease details that include tabs for Suites, Documents, Contacts, Base Rents, Clauses, Options, and Amendments. You can view or edit the lease information by clicking any of these tabs.
- View documents associated with any lease information.
- The Lease Details or Building, Structure, or Land Details reports for a selected lease. You can generate these by clicking the reports button from the Lease Information section.
- A geospatially-enabled map view if you have a subscription to Esri's ArcWeb Services. Using the Map view, you can show the selected lease on the map, and show details for the lease in a tooltip. See Working with Maps.
To see the details of a particular lease, you must first search for it. The following shows the Search section of the Lease Portfolio Dashboard:
After selecting a lease, the Lease Information section provides lease details:
Use the tabs of the Manage Leases panel to view and edit details for the lease. You can also use the Lease Portfolio Console and the Portfolio Edit Wizard to enter lease details. See Overview of Tasks for Editing Leases and Portfolio Items
Lease Portfolio Dashboard When Using the Archibus Enhanced Global Feature Set
If you are using the Archibus Enhanced Global Feature Set, the Lease Portfolio Dashboard - Base Rents tab - includes Base Costs, VAT Costs, Total Costs, VAT Percent, Payment Currency and VAT Country. The Lease Portfolio process displays these cost fields in your User Default Currency.
The Lease Portfolio area fields are shown using the User Display Unit of Measure field (Metric or Imperial) entered in your User Profile.
See Also
Overview of Tasks for Editing Leases
Selecting Leases for the Lease Portfolio Dashboard