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The Dashboard immediately displays when you log in to Real Estate Manager. From the Dashboard, you can quickly access portfolio information via a series of Portlets, and access all system functions via the Top NavBar. The figure below shows the Dashboard and its components.

Reference	Dashboard Component	Description
A	Top NavBar	Menu at the top of the Home workspace that allows you to access the workspaces within Real Estate Manager: Home, Management, Reporting, and Administration. All system functions are available from the different workspaces. The Top NavBar is always visible.
B	Tabs	Tabs are defined within each workspace and provide access to functions within the workspace.
C	Portlet	The Dashboard consists of a set of graphical interfaces (“Portlets”) that allow you to view information about your portfolio. The system is pre-configured with a default set of Portlets. You can also define additional Portlets.
D	Search	The Search function allows you to search from all workspaces.

Portlets

The standard set of Portlet types are described in the table below.

Portlet	Portlet Type	Description
	World Map	Displays a map that identifies locations of properties defined in Real Estate Manager and allows you to drill down to the Summary tab in the Asset Management workspace that contains data associated with an asset.
	Region Overview	Provides a bar graph view of asset count, site area, and lettable area for the entire portfolio.
	Asset Status Breakdown	Provides a bar graph breakdown of Asset Status grouped by country.
	Area Breakdown	Provides a pie chart showing area totals by country.
	Zoning Breakdown	Provides a pie chart showing an asset count for each zoning type.
	Primary Use Breakdown	Provides a pie chart showing an asset count for each primary use.
	Critical Dates	Snapshot of the number of critical dates that upcoming in the time period you set. Use the Expand Down and Collapse Up icons to view specific Critical Dates.
	Portfolio Summary	Provides a count of Assets and Contracts.
	Expiry Dates	Provides a bar graph showing Contract numbers and value totals by year.
	Custom Field Portlet	Permits you to create a chart-based portlet based on a selection of filters.
	Asset Cost Benchmark	A breakdown of asset cost based on a selection of filters that includes Currency, Asset Type, Business Unit, etc.
	Contract Cost Benchmark	Provdes a bar graph of Contract costs by Cost Category.

Viewing Information on a Portlet

Function	Description
Expand View	Click the Magnifying Glass icon. The expanded map displays in a pop-up that shows the assets (properties) currently defined in Real Estate Manager.
Full Screen	To view the Map as a full browser page, click the Full Screen icon. The Map displays as the full browser page.
Exit Full Screen	To reduce the Map from a full browser page, click the Exit Full Screen icon or press <ESC>.
View Asset Information	Click the Asset icon in the Map Portlet to open the Summary tab for the Asset. Click the Multiple Assets icon to display a list of Assets in the location and click the Asset you want to view to open the Summary tab for the Asset.
View Configuration Options	On the Map portlet, click the Gear icon. The Configure Portlet dialog-box opens and allows you to select data for inclusion, remove data, or search for data to display on the Map portlet.

Configuring and Editing a Portlet

Each Portlet Type has a unique set of parameters to filter the data in Real Estate Manager. Any Portlet can be edited by using the configuration function. 

To configure a Portlet:

1. From the Top NavBar, select Home and the Dashboard will appear.

2. On the Portlet, click the Gear icon. In the pop-up you are able to select data for inclusion, remove data, or search for data to display on the Portlet.

   
   

3. From the appropriate drop-down, select the data you want to configure for display on the Portlet. 

4. Press <CTRL> and select multiple data items

5. Click the Expand link to open a pop-up that allows you to display more data items.

6. Click Select All to select all data items.

7. Click Clear Selection to deselect all data items.

8. To search for a data item, enter one or more alpha/numeric characters in the Search field. Data items that meet the search criteria automatically display as you enter the characters.

   

9. Click Save to update the Portlet configuration.

Moving a Portlet to a New Location on the Dashboard

Portlets can be arranged in any order on the Dashboard.

To move a Portlet:

1. From the Top NavBar, select Home and the Dashboard will appear.

   
   

2. Hover over the Portlet name at the top of the Portlet you want to move. The Drag-and-drop icon displays.

3. Click the Drag-and-drop icon and move the Portlet to the location where you want to place it.

   
   

4. Click the Save icon to save the Portlet layout.

Adding a Portlet

1. From the Top NavBar, select Home and the Dashboard appears.

   
   

2. Click the Plus icon. The Add New Portlet pop-up opens.

   
   

3. In the Portlet Caption field, enter a label for the Portlet.

4. From the Portlet Type drop-down, select the format of the Portlet.

   Note: See the Portlet section for information about each type of Portlet.

5. Click Save.

6. The new Portlet displays on the Dashboard and can be configured.

   Note: New Portlets display with the default configurations set for each Portlet Type that generally present all information.

7. Click the Save icon to save the Portlet layout.

Deleting a Portlet

1. From the Top NavBar, select Home and the Dashboard appears.

   
   

2. Click the Gear icon for the Portlet you want to delete.

   
   

3. Click Remove. The Portlet is deleted.

4. Click the Save icon to save the Portlet layout.

Critical Dates Tab

The Critical Dates tab lists upcoming Critical Dates related to Assets, including Contract terms and Reviews, Compliance Items, Tasks, and Consent Approvals defined. Critical Dates cannot be added on the Critical Dates tab. However, the Contract driving the Critical Dates can be accessed from the Critical Dates tab.

Accessing and Filtering the Critical Dates Tab

1. From the Top NavBar, select Home and the Dashboard appears.

   
   

2. Click the Critical Dates tab.

   
   

3. To filter Critical Tasks displaying, click the Filter icon.

   
   

4. From the Critical Date Types drop-down, select the items for which you want to display Critical Dates.

   
   

5. From the Critical Dates in Next drop-down, select the time frame for which you want to display Critical Dates due.

   
   

6. Click the Include Contracts in Holdover drop-down and check or uncheck the box to include.

   
   

7. Click the Include Overdue drop-down and check or uncheck the box to include.

   
   

8. From the Asset Location drop-down, select the location(s) of Assets for which you want to display Critical Dates.

   
   

9. From the Business Unit drop-down, select the Business Unit(s) for which you want to display Critical Tasks.

   
   

10. Click Save.

11. To access the Asset for which a Critical Date is displayed, click the Asset.

Tasks Summary Tab

The Tasks Summary tab lists Tasks assigned to the user logged in. It does not show all Tasks due or overdue for all users.

Accessing and Filtering Tasks

1. From the Top NavBar, select Home and the Dashboard appears.

   
   

2. Click the Tasks Summary tab. The Tasks assigned to you display.

3. To filter Tasks displaying, click the Filter button. The Filter Settings pop-up opens.

   
   

4. From the Grouping Interval drop-down, select the time frame in which to display the Tasks.

   
   

5. From the Number of Groupings drop-down, select the number of groups to display.

   
   

6. From the Include Archived Asset drop-down, check or uncheck the box to include.

   
   

7. Click Filter to save your changes.

8. To view information about Tasks, click the Asset Name for the Tasks you want to view.

9. Click Close to return to the Tasks Summary tab.

   

10. To view Critical Tasks due on a specific date, double-click the date on the Calendar.

11. To display the previous month, click the Back icon.

12. To display the following month, click the Forward icon.

Calendar Tab

The Calendar tab lists Critical Dates on a monthly Calendar that you can link to your Outlook Calendar.

Accessing and Filtering the Calendar

1. From the Top NavBar, select Home and the Dashboard appears.

   
   

2. Click the Calendar tab. The Critical Dates display on a Calendar.

   Note: A Critical Date displays one day before it is due on the Calendar.

3. To filter Critical Dates displaying, click the Filter icon. The Filter Settings pop-up opens.

   
   

4. From the Critical Date Types drop-down, select the items for which you want to display Critical Dates.

   
   

5. From the Critical Dates in Next drop-down, select the time frame for which you want to display Critical Dates due.

   
   

6. Click the Include Contracts in Holdover drop-down and check or uncheck the box to include.

   
   

7. Click the Include Overdue drop-down and check or uncheck the box to include.

   
   

8. From the Asset Location drop-down, select the location(s) of Assets for which you want to display Critical Dates.

   
   

9. From the Business Unit drop-down, select the Business Unit(s) for which you want to display Critical Tasks.

   
   

10. Click Save. The filtered Critical Dates display.

11. To view information about a Task, click the Asset Name for the Tasks you want to view. The Tasks Details pop-up opens.

12. Click Close to return to the Summary Tasks tab.

13. To navigate to other months:

    1. Click the Back icon to view a prior month.

    2. Click the Forward icon to view the following month.

    3. Click Today to display the current month.

    4. To display a specific date, click the Calendar icon next to the Jump to field and select the data you want to display.

14. To link the Real Estate Manager Calendar with your Outlook Calendar, click Calendar Outlook Webfeed. The Alerts.ics file downloads.