Setting up a portfolio
Start a portfolio by clicking create a job and selecting “Portfolio valuation”.
The portfolio dashboard gives you real-time transparency of progress across the portfolio.
From the main company dashboard, portfolio jobs will have a portfolio indicator on the status box. Hover over status and click “View” to navigate to the portfolio dashboard.
The first line of the portfolio dashboard provides a live view of progress of the overall portfolio report.
Underneath this you will find the property schedule, for a live view on of progress on each property within portfolio
From the dashboard you can navigate to the relevant property of the portfolio you wish to work on in a similar way to a single asset.
Adding a property to the portfolio schedule
Add a property to the schedule from the portfolio dashboard by simply clicking “Add properties” in the top right-hand corner.
Follow the four easy steps to get started:
- Job details – enter all the key details about the portfolio and upload supporting documents.
- Terms of engagement – choose the correct TOE template.
- Report details – choose a template for the overall portfolio report and choose a template for the individual property reports. You can always change the template for each individual property if required.
- Portfolio team - assign a team to the portfolio.
General portfolio details pull through from the parent portfolio job I.e. client address, billing address.
Reordering the property schedule
The property schedule can be reordered by clicking “Reorder property”. You can drag and drop properties in the portfolio into the correct order. Click “OK” to confirm the new order.
Removing a property from the schedule
Remove a property from the schedule by clicking the context menu next to the property and click “Delete job”. Confirm to delete the property from the schedule. Please note any work done on the property so far will be deleted and this can’t be undone.
Exporting a portfolio
There are three options to export the portfolio job either through ‘Word’, ‘PDF Report’ or ‘PDF report with property schedule’. This will export the portfolio report with each individual property report in a zip file, saving you time compiling the entire portfolio report.