Archibus SaaS / Leases / Lease Portfolio
Real Property / Portfolio
Real Property / Leases
Overview of Tasks for Editing Leases and Portfolio Items
The Leases application and Leases SaaS module include several tasks for adding and editing data for your leases. These tasks also enable you to add information for your geographical locations (Country, Region, State, City, or Site), and your portfolio items -- your buildings, structures and land.
Using any of these methods, you can select a template that you have defined to enter lease data. The procedures for entering lease data include this optional step of using a template.
The following table describes the tasks for developing lease and portfolio information:
| Task | Description | Data you can enter | Available from | Help Topic |
|---|---|---|---|---|
| Lease Portfolio Console |
Manage all aspects of your leases using a tabbed interface and an expandable filter. The filter includes predefined criteria that help you locate the leases most needing your attention. Export and import leases, such as importing leases from an Excel file. The import/export features are not available with the other tasks. Access the Lease Classification Wizard (if you have a license for the Archibus Extension for Lease Accounting) |
Complete lease details: contacts, recurring costs, clauses, options, amendments, suites and documents. Lease cost profiles (lease indexing, CAM, and chargeback) from the Recurring Costs tab. Lease classifications |
Leases SaaS module Leases application |
Lease Portfolio Console |
| Lease Portfolio Dashboard |
Includes predefined filter options and alerts to help put your focus on the leases that most need your attention. |
Complete lease details: contacts, recurring costs, clauses, options, amendments, suites and documents. |
Leases SaaS module Leases application |
Lease Portfolio Dashboard |
| Portfolio Edit Wizard |
Use a tabbed interface that guides you through the process for entering comprehensive lease and portfolio item data on separate tabs that you access in sequence. This task provides a structured way to enter data. |
Complete lease details: contacts, recurring costs, clauses, options, amendments, suites and documents. Buildings, structures, and land and then associate leases with these items. |
Leases SaaS module Leases application Portfolio application |
Portfolio Edit Wizard Overview |
| Portfolio Edit Form - Complete |
Enter comprehensive lease information using a form that presents lease data in panes. With this task, you do not have the wizard to guide you, but working from one form can be a quick way to enter comprehensive lease data. |
Complete lease details: base rents, suites, clauses, options, amendments, contacts, and documents. Information for geographical locations, properties, and buildings. |
Leases application | Adding Lease Data Using the Complete Form |
| Portfolio Edit Form - Basic |
Quickly enter a subset of lease information using a single form. |
Basic lease details, documents, and base rents. Information for geographical locations, properties, and buildings. |
Leases application | Adding Lease Data Using the Basic Form |