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.

The console has features for

Complete lease details: contacts, recurring costs , clauses, options, amendments, suites and documents.

Communication logs

Lease cost profiles (lease indexing, CAM, and chargeback) from the Recurring Costs tab.

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