Navigating Real Estate Manager

Download Guide

Workspaces

From the NavBar located at the top of the interface, you can access the workspaces that allow you to perform the functions available in Real Estate Manager. This Top NavBar is always visible and accessible from anywhere in the application. Below are brief descriptions of each workspace. Detailed explanations and procedures for using each workspace are provided in related user guides.

Home: This is the landing page that appears when you log in. This page includes a series of configurable mini dashboards (portlets), along with tabs for quick views of Critical Dates, a Task Summary and a Calendar feed of actionable events & tasks.

Management: This provides a drop-down menu of the following links:

• Assets – Add, delete, edit assets and leases.

• Invoices – Search for, add, view, edit, and delete payable and receivable ad-hoc and recurring invoices.

• Payments – Create, submit, review, and approve batches of invoices for payment.

• Contact Register – Search for, add, edit, and delete people and companies.

• Budgets and Forecasting – Upload & view budgets, and create, edit, view, and export forecasts.

• Lease Accounting Synchronization Management – Manage the process for synchronizing leases to the Lease Accounting Manager.

Reporting: Run, edit, save, and export the suite of highly configurable available reports, which are categorized into tabs, including Assets Reports, Compliance Reports, Contract Reports, Financial Reports, and Custom Reports.

Administration: This is where you’ll find tiles to manage and configure Cost Categories, Asset Types, Contract Types, Invoice Types, Divisions, Contracting, and Tasks.

Note: It is in this workspace where you can download a preconfigured REPIW, bulk upload files, bulk import populated REPIWs and bulk update your geo locations.

Search: Search for any asset or contract.

Example of a Workspace

Example of a Workspace with Tiles

The following table describes each workspace component.

Reference	Dashboard Component	Description
A	Top NavBar	Menu at the top of the Home workspace that allows you to access the workspaces within the system: Home, Management, Reporting, and Administration. All functions are available from the different workspaces.
B	Tabs	Tabs are defined within each workspace and provide access to functions within the workspace.
C	Search	The Search function allows you to search from all workspaces.
D	Action Panel	The Action Panel lists various components that may be used to access specific data workspaces. This is typically collapsible in most workspaces.
E	Tiles	Tiles identify additional workspaces that may be accessed.

Search

The Top NavBar includes a Search function that allows you to search for information related to any asset or contract associated with an asset. 

To search:

1. In the Top Search Bar, enter the search criteria.

   

2. As you enter the search term, results will display. Click the appropriate search result to display the information.

   

Icons

Real Estate Manager uses a consistent set of icons that allow you to manage your view of information. The table below shows the icons used throughout the system.

Icon	Name	Description
	Expand Down Collapse Up	Expands or collapses a list of items.
	Drag-and-drop	Allows you to move an image or section to another location.
	Add Portlet	Allows you to create a new Portlet that you can configure with information you want to display on the Home tab.
	Save	Saves the component actively being worked on. This could be portlets, portlet layout, or reports that have been generated.
	Filter	Allows you to search using criteria you specify.
	Person Icon	Displays options to change your password, manage settings, display the version number and logout.
	Calendar	Displays a Calendar that allows you to select a specific date.
	Clear Date	Removes a date recorded in a field.
	Back Forward	Scrolls to the previous or following page on the Calendar tab.
	PDF	Generates and downloads a PDF.
	Tilt Map	Changes the perspective of the street view of a map.
	Rotate	Rotates the view of a map.
	Overdue Task	Opens the Asset Tasks tab that lists Tasks.
	Non-compliant Item	Opens the Asset Compliance tab that lists Compliance Items.
	Search	Allows you to search for assets and contracts.
	Erase	Removes data in the field.
	Magnifying Glass	Allows you to zoom in on an element.
	Expand Collapse	Increases or reduces the displayed view.
	Gear	Provides access to options available.
	Overview	Returns you to the overview workspace of Contact Register.
	Add	Accesses functionality that allows you to add an Asset.
	Asset	Identifies location of an asset defined in the system. Hover over the Asset icon to display the name of the asset. Click the Asset icon to display the Summary tab for the Asset in the Management workspace
	Multiple Assets	Identifies a location at which multiple Assets are defined in the system.
	Full Screen	Displays in a full browser page. To reduce the view from a full browser page, press <ESC> on your keyboard.
	Exit Full Screen	Removes full-screen display.
	Expand Pop-up	Stretches a pop-up to display the full view of the information on the pop-up.
	Pin	Retains view of the Action Panel on the workspace.
	Unpin	Collapses the view of the Action Panel.
	Radio Button	Used to select an option that usually requires you to enter data.
	Extract	Extracts data to an Excel workbook.
	Expand Tree	Used to list all data in a hierarchy.
	Collapse Tree	Used to hide data in a hierarchy.
	Use Contract Vendor	Uses the Vendor assigned to a Contract for the Invoice.
	Add New Row	Used to add a new row for adding Costs to an Invoice.
	Trash Can	Deletes a component or line item.
	Clock	Opens the history of an item.
	Options	Displays a set of options to perform different actions.
	Calculator	Performs arithmetic operation.
	Delete	Removes data from a field.
	Move	Moves defined fields for a Contract Cost to a Recurring Invoice and visa-versa.
	Remove Filter	Deletes a filter added to a report.
	Delete	Removes a Data Source from a Custom Report.
	Eye	Eliminates a column from display on a Custom Report.
	Copy Field	Copies the data in the field entered to all other fields in the same row.
	Delete Sort	Removes the sorting of a Column on a Custom Report.
	Sort Descending	Sorts data in a report column from smallest to largest value in a Custom Report.
	Sort Ascending	Sorts data in a report column from largest to smallest value in a Custom Report.
	Visible Not Visible	Allows a Column in a Custom Report to be visible or not.
	Align	Aligns the values in a Column in a Custom Report Left, Center, or Right.
	Toggle Global Report	Switches between global user access to a Custom Report and access for the user that created the Custom Report.
	Save Report	Saves a Report with the same Report Name.
	Save as New Report	Saves a Report with a new Report Name.
	Generate and Download Report	Allows you to generate, download, and view the Excel workbook for a report without saving the report.
	Update Report Template	Allows you to make changes to the specified report template, where applicable.