Buildings (Client)

The Client Admin Buildings section displays the organization's building/entity population: Status, Type, Building Code, NRA, Acquisition and Disposition dates. The Building column contains links to the respective buildings at the Asset Admin level.

Article contents:

• New Building/Ledger
• Adding Buildings via RISE
• Adding New Buildings to a Budget
• Renaming Buildings
• Sold or Inactive Buildings

New Building/Ledger

Alert: Please contact rSquared before creating new buildings. You can submit a support ticket to [e-mail], or through the ticket submission portal in the application: Help (sliding pane) > Submit Ticket.

Not commonly used by RISE clients.

1. Click the "New Building/Ledger" button on the toolbar; the "New Building/Ledger" window appears:
   • Building Code:
   • Building Name:
   • External Reference: Tells RISE to import via the department code in MRI.
   • NRA: Net Rentable Area
   • Chart: Chart of Accounts
   • Type: List of building types
   • Actuals Date: Actuals Through date
   • Unattached Portfolios > >> < << Attached Portfolios
   • Unattached Budgets > >> < << Attached Budgets
2. Enter applicable detail and click "Insert Building."

Adding Buildings via RISE

Directions to add assets/buildings from RISE:

1. Go to the Client Admin Portfolio section; it must have an "All Properties" or similar portfolio created.
2. Go to this Portfolio and look for any buildings in the Available Buildings field.
3. Move buildings to the Assigned Buildings field by clicking or using the arrows.
4. Click "Save."
5. Add building(s) to other relevant Portfolios.
6. Import into budgets (see below).

Adding new Buildings to a Budget

Directions to add assets/buildings to a budget:

1. In the corresponding budget, go to the Budget Admin Buildings section.
2. Using the Building Import Wizard, select the import parameters:
   1. Import Type: Copy or Copy (zero-based)
   2. Source Budget: List of Actual Leasing Budgets (RISE) and regular budgets that already exist in the app.
   3. Move "Available Buildings" to the "Assigned Buildings" field.
3. Click "Save."

Renaming Buildings

Alert: Please contact rSquared before attempting to edit building names/codes (Codes cannot be edited through the UI). Submit a support ticket to [e-mail] or through the ticket submission portal in the application: Help (sliding pane) > Submit Ticket. 

Sold or Inactive Buildings

Note: Buildings cannot be deleted through the user interface. The following is more of a soft delete.

Directions to inactivate a building due to a sale, consolidation or other change:

1. Update Status: and Disposition: on the Asset Admin General page. Access to this section is available from the hyperlinks on the Dashboard (under Pipeline Rent Roll) and the Client Admin Buildings list.

• This will post to Client Admin: Buildings.
• This is informational only and will not affect any budget or Portfolio.

Note: The Client Admin Buildings population is controlled by your assigned Pipeline Portfolios in pane 1 at Client Admin User Security. Only buildings that are included in your assigned Pipeline Portfolio(s) are listed in the UI at Client Admin Buildings.

2. Update Status: and Disposition: on the Building Admin General page in all budgets in which the building/ledger exists.

Status: Inactive (a soft delete) removes buildings from a budget in terms of user access and reports.

• It will continue to appear in the UI at Budget Admin Buildings and be copied into new budgets unless you delete them.
• This does not remove buildings from Portfolios; i.e., the building(s) will remain in all Portfolios unless you remove them.

Disposition: This prevents budgeted cash flow from posting to budget after the disposition month.

• Actuals will continue to post if they are coming in from the accounting system.
• This will also post at Budget Admin Buildings.