Table of Contents:

Click a link to navigate to the desired section.

If you are looking to add a new property to your VendorPM portfolio, click the Properties button in the Manage section of the left navigation bar.

This will direct you to the Properties page, where you will be able to click the Add New Property button.

The add property window will populate, it will ask you to fill in information about the property as seen below.

Property Name (mandatory) - This is the moniker you use to refer to the building, this is for your reference only and will not be seen by vendors. For example (Westview Properties)

Building ID (optional) - The unique identifier you use to track the building on your system.

Address (mandatory) - This is the address of your property, which is linked to Google Maps, so the address should populate as you type it in!

*note: to specify units, prefix the address with #- (e.g. 401-20 Hartford Ave)

Property Type (mandatory) - A way of further describing the property using our dropdown selection (Office, Retail, Industrial, Apartment, Condo, Townhouse, Mixed-Use).

Annual Budget (optional) - The annual budget of the property that is hidden from vendors, only visible to you and team members shared on the property.

Property Details, including:

Property Group (optional) - Add the building to a property group; used to organize your properties and automatically giving users belonging to that group, access to the property.

Add users (optional) - Used to assign users to the property.

Attachments (optional) - In this section you can add optional attachments related to the property, for example, pictures of the building's lawn and garden that you want to attach for reference when going out to quote for landscaping services.

Once you've got all your information filled in, you can click Create Property in the bottom right hand corner of the window as seen above.

PMs can join an existing by clicking "Join new property" from the properties page.

From there, just select the properties you'd like to be added to and tap "Join properties"

Congratulations! You've successfully added your property! You should now see it within your Properties menu. You are now ready to create your Request for Quotations at the property.

If you need to edit an existing property click on the property listed.

This will take you to the property overview where you will click "Edit Property" at the bottom of the the property details page.

Make your applicable updates and click Save changes.

Archiving a property can only be done by users who have Enterprise Leader access. Go to the Properties menu.

Then click on the "Archive property" icon, on the righthand side of the property you wish to archive.

If a property was accidentally archived, it can be unarchived by:

You now have the tools to add and manage your property portfolio! We hope you found this article helpful.

Looking ahead to create a request for quote?

See our article on Creating a Quote Request.