How do I view a project
1. Navigate to the Properties page and locate you list of projects on the left-side navigation and select the Project you would like to view.
2. Select a Project and in the Overview tab you can view the Properties associated to the Project. Additionally, the Current Tenants section provides you a combined rent roll for all the properties within the project.
3. In the Deal Pipeline tab, navigate to the Deals section to view all the deals associated with the properties in the project by deal phase. Note, you can simply drag and drop a deal into a new stage if needed and all members of your team will be notified.
4. In the Deal Pipeline tab, navigate to the Upcoming Leases section to view all the leases that have been completed, but have not yet commenced, for all the properties in the project.
How do I edit a project
1. Navigate to a Project from the Properties tab and click on the ⋮ (three vertical dots) in the top right-hand corner. Select Edit Project.
2. In the Edit Project popup, select the properties you would like to add or remove from a project. Additionally, you can edit the Project name if needed. After your changes are made, click Save.
Who can view projects and visualizations
Users with Admin, Maintainer, Contributor, and Observer property permissions can View Projects and Property Suite Information. Users with Admin, Maintainer, and Observer property permissions can View Visualization.