General (Project)

The Project is below the Client and above the Building level of the rAbstract umbrella. Client Administrators may add one or more Projects within rAbstract. Once a Project has been added, administrative tasks are performed within the Project Administration portion of rAbstract. These tasks may include:

• entering general information about the Project;
• assigning roles and permissions and Building access rights to users;
• assigning critical date email notifications to users;
• establishing Form templates for non-lease documents to be abstracted and abstracting Forms that apply to the Project level; and
• adding/editing Buildings belonging to the Project.

Statuses

1. Project Status: Select “Active” or “Inactive” from the drop down box. When the Client Administrator adds a new Project, the Project Status defaults to “Active”. Changing the status from “Active” to “Inactive” results in all Buildings and Leases belonging to the Project no longer being accessible.
2. Project Type: Select the property type from the drop down box that best describes the assets of the Project for which Leases will be abstracted/administered within rAbstract. The selections in the drop down box may be changed by a Client Administrator via LookUps.

Project Info

1. Project Name: Select a descriptive name for the Project based upon the grouping of buildings that will belong to the Project. The Project name is first entered when the Client Administrator adds a new Project. Once entered, the Project name may be edited by a Project Administrator.
2. Project Manager: From the drop down box, select the name of the user that will have primary management responsibilities for the Project, if desired.
3. Default Clause List: From the drop down box, select the Clause List that will be the initial choice for the Building Default Clause List as new Buildings are added within a Project. The drop down box is populated with those clause lists entered on the “Clause List” screen within the Client Administration section of rAbstract. Note: The Default Clause List selected here becomes the Building Default Clause List for every Building created under the Project, although a user with Building Administration rights may subsequently change such Building Default Clause List (performed within the Building Administration section of rAbstract).
4. Default Amount Type: From the drop down box, select the the initial Building Default Amount Type ($/[time] or $/[area]/[time]) for new Buildings added within a Project. This amount type reflects the default setting that is used as recurring charges are entered at the Lease level. Additionally, this field populates with the default, if selected, at the Client-level General Page. NOTE: The Default Amount Type selected here becomes the Building Default Amount Type for every Building created under the Project, although a user with Building Administration rights may subsequently change such Building Default Amount Type (performed within the Building Administration section of rAbstract).
5. Start Date: Enter the date work on the Project commences, which typically corresponds with the date the Client Administrator added the Project, if desired.
6. Completion Date: Enter the date that work on this Project has been completed, which may not necessarily correspond to the date upon which the Project Status was changed from “Active” to “Inactive,” if desired.