How to: Add units to a Portfolio

Most of the cases landlords provide real estate agencies with multiple units within the same building or with multiple units at several buildings to be managed. You should know how to link these multiple units to a Portfolio.

Step1: Find the Unit

• Select the Property Management module and select the unit to be added to the portfolio (or use the group update feature to select multiple units)

• On the Unit File > Unit Details tab > Is Managed > Click Managed. This gives you a drop down list of the available portfolios. 

 

• Click Save

Step 2: Portfolio Added

Check the portfolio from the portfolio zone to see that the unit is added to this portfolio