Complete Portfolio
Administrator
2014/06/06 15:58

Inhaltsverzeichnis
Complete Portfolio 	 # 
Searching and Viewing Objects (Real Properties) 	 # 
Creating  Properties 	 # 

Complete Portfolio

Searching and Viewing Objects (Real Properties)
Summery of all real estates in the sytem.
Importing and reporting with financial key data on the level of objects, units and companies.
Through the deposit of dissimilar data cluster of the property like purchasing price, ancillary expenses, acquisition value, appraisal value, expertise etc. these financial informations can be deposited due date drawn and analysed in reportings (i. e. the progress of appraisal value).
The administrated key data can be configured customer specific and the acquisition in the system can also be convenient in imports.  
Portfolio  > Portfolio History > Complete Portfolio
gives you a summery over all in the system applied, or bought properties.
 	
 Summary of all objects (all properties)
	
You can limit the number of objects in the Flexigrid with further kriterias:  
· 	Business fields
· 	Countries
· 	Facility Management
· 	Assetmanager
· 	 	
 The query after choosing constriction of an asset manager
	
Conventional you can search with the  Quick Search (for example) Name respectivly the Advanced search to limit the choice.
With the button: Quick Search respectiveloy the shortcut Strg-Shift-F you have the extended and comfortable possibility to look for objects in all fields.

 Quick search
	
(for example “Adam” delivers all records with “Adam”, independent the field it contents).  
 	
 Query filters (constraints)	
Possible Handling and Information of a Property
 	
 Summery of all objects
	
To open the record of an applied property click on the checkmark on the begin of the line.
 	
 The first register of an existing property

 Register: Tasks
	
The current standing of the Lease-list will be shown in a Flexigrid summery.  A Lease-list deemed to be actual when it is imported in the current month.
red
	not actual
	
 green	 actual	
 yellow	 Lease-List not existing

Creating  Properties
To create a new property click in the Flexigridon the button Create Property. First fill in the basic Information of the property in the following registers:
Finance data can only be imported by Other Modules > Finanicals > Finanical Data Import
Direct  changes on the property are not possible therefore. Also importing with System> Master Data Import > Real estate is not possible.
Following fields are locked in the object:
Additional charges
Acquisition value (cost value)
IAS value (will be changed to IFRS - International Financial Reporting Standards
Asset under construction
Market value, assesor, valuation method, last expertise
Market value2, assesor2, valuation method2, last expertise2
Book value at cost
Click the button: Create Property to start the form for creating a new entity of an object.
 	
 The first register: Property information

	
 The second register: Forecast parameters

	
 The third  register: Property dashboard

	
 The fifth register: Property details

	
 Register: Fiancial data

	
 Register: Budgeting and planning
	
To save the basic information click the red  Save-button in all registers. Now you can continue with the information of th property.
Yet you have another question leave it on this site for the metamagix-support-team.