General (Asset)

The Asset General page is informational only.

To access the Asset level, click the corresponding link in the Building column at Client Admin Buildings.

Statuses

Asset Status: 

Actuals Date: 

Asset Type: 

Disposition Date: 

Asset Info.

Asset Description: 

Asset User ID:  

Asset Manager: Organization Admin Users

Chart: Client Admin Chart of Accounts

Default Book ID: 

Default Input Mode ID: Annual, Calculation, Monthly, Quarterly

Net Rentable Area: 

Address Info.

Address 1: & 2: 

City: 

State: 

Postal Code: 

Country: 

Expense Rate Info.

Expense Budget: Client Admin Budgets

Formulation: Client level Formulations

Renaming Buildings

Alert: Please contact rSquared (submit a support ticket) before attempting to edit building names and codes.

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; 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 the Disposition at Budget Admin Buildings.