Projects

We just introduced a new feature called ‘Projects’, located under the ‘Properties’ selection on your menu. It can be used for several purposes.

Quick Overview:

A project might be a contract for a company to manage properties which are outside of their normal portfolio of properties. The project might be referenced by an agreed name or number with some sort of contractual description. The project also maintains client and contact person information.

Any mix of buildings, units and work orders can be assigned to a project. All assigned elements are rendered under the project’s view screen, so the project manager can see project responsibilities at a glance. On one screen, you see the project, documents, buildings, units and work orders.