Sold / Inactive Buildings

Note: Buildings cannot be deleted through the UI. 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. 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.