The Lease Administration application includes several tasks that enable you to add and edit data for your leases. These task also enable you to add information for your geographical locations (Country, Region, State, City, or Site), and your portfolio items - your buildings, structures and land.
Using any of these methods, you can select a template that you have defined to enter lease data. The procedures for entering lease data include this optional step of using a template.
Alternately, you can edit lease data from the Lease Portfolio Dashboard. This console includes predefined filter options and alerts to help put your focus on the leases that most need your attention. See Lease Portfolio Dashboard.
The following table describes the Add/Edit tasks:
| Task | Description | Data you can enter | Available from these applications |
|---|---|---|---|
| Lease Portfolio Console |
The Lease Portfolio Console enables you to manage all aspects of your leases using a tabbed interface and an expandable filter. The filter includes predefined criteria that help you locate the leases most needing your attention. |
Complete lease details, and all lease-related data, such as recurring costs, contacts, options, and documents. | Lease Administration |
| Add/Edit Wizard |
This task uses a tabbed interface that guides you through the process for entering comprehensive lease and portfolio item data on separate tabs that you access in sequence. This task provides a structured way to enter data. |
Complete lease details, and all lease-related data - base rents, suites, clauses, options, amendments, contacts, and documents. Information for portfolio items (buildings and properties that are designated as structures, or land) |
Portfolio Administration and Lease Administration |
| Add/Edit Form - Complete |
This task enables you to enter comprehensive lease information using a form that presents lease data in panes. With this task, you do not have the wizard to guide you, but working from one form can be a quick way to enter comprehensive lease data. |
Complete lease details and all lease-related data: base rents, suites, clauses, options, amendments, contacts, and documents. Information for geographical locations, and for properties and buildings. |
Lease Administration |
| Add/Edit Form - Basic |
This task enables you to quickly enter a subset of lease information using a single form. |
Basic lease details, documents, and base rents. Information for geographical locations, and for properties and buildings. |
Lease Administration |
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