Step 1: Enter your leases

1. Enter leases using a wizard that guides you through the process, or use simple forms that enable you to enter a subset of lease information quickly. See:

   • Portfolio Edit Wizard

   • Lease Portfolio Console

2. With either tool, you enter lease details:

   • Basic lease information

   • Clauses

   • Options

   • Amendments

   • Documents

3. As a lease progresses, you may want to record notes pertaining to particular events, tenant complaints, and legal correspondence. You can associate a document with the communication log, and can review the log and associated document as needed

   • Lease Communication Logs

Step 2: Enter portfolio items (buildings, structures, land)

Use the Portfolio Edit Wizard to enter your buildings , structures , and land and associate these items with leases. These items are known as portfolio items .

• Portfolio Edit Wizard

• Enter Amenities for Leases and Portfolio Items

Step 3: Enter and manage your lease and portfolio costs

1. Review these concepts to determine how you want to use the cost modeling system:

   • Understanding Costs

   • Recurring Costs

   • Scheduled Costs

   • Actual Costs

2. Optional: Enter a lease cost profile .

   • Create a Lease Indexing Profile

   • Create a CAM Profile

3. Use the Cost Wizard to enter and manage lease and portfolio costs.

   • Cost Wizard Overview

   • Enter Recurring Costs

   • Schedule Recurring Costs

   • Enter One-Time Scheduled Costs

   • Approve Scheduled Costs

   • Review Actual Costs

4. Review your costs with the Cost Reports process .

Step 4: Manage Leases

From the Lease Portfolio Console:

• Delete leases.

• Renew leases.

Step 5: Review reports

• Alerts

• Lease Portfolio Dashboard

You can also review reports in the Leases / Lease Reports process .

Back to

Leases SaaS module overview