Working with Suites Using the Add/Edit Wizard

The Add/Edit Wizard (Suites tab) presents different information depending on whether you selected to work on a building or a lease using the Action and Type tab of the Add/Edit Wizard.

You can also perform these same actions for suits when working from the Lease Portfolio Console. From the Lease Portfolio Console, you select a lease and then the Suites tab to assign suites to leases, edit suite information, split suites, delete, or unassign suites. See Lease Portfolio Console.

Note: You can also add suite information using the Add/Edit Form - Complete. See Working with Suites Using the Add/Edit Form - Complete.

Assigning Suites to Leases

To assign suites to a lease, on the Action and Type tab, you select to add or edit a lease for a building. Navigate to the Suites tab from which you can associate the suite with a lease, edit suite information, delete suites, or split suites. When working with a lease, the Suites tab shows:

suites for the building that are not yet assigned to a lease
any suites that are assigned to the selected building or lease
suites for the building that are assigned to other leases/subleases.

Adding Suites

To add a suite, on the Action and Type tab, you select to add or edit information for a building. When you add a new building, a suite is automatically created. You can modify the information for this suite, or can add a new suite for the building if needed. You can also edit information for an existing suite, delete a suite, or split a suite. When you have selected to work with a building, the Suites tab shows the list of all suites for the building.

Splitting Suites

When working with either a building or a lease, to save data entry, as long as a suite is not associated with a CAD drawing, you can split a suite to create a new suite.

Procedure: Working with Suites

Use the following table to work with suites:

To..	Do this
Edit suite information	Click Edit in the row for the suite. The Edit Suite dialog box appears. Change suite information as needed, and click Save. See the next procedure for adding a new suite for information on fields you can enter for suites.
Add a new suite when you are adding or editing building information	You add new suites when working with a building, not when working with a lease. You select a building from the Action and Type tab of the Add/Edit Wizard. Click Add New at the top of the Suites for this Building panel. The Add Suite dialog box appears. Enter or select the following required fields: Suite Code- A unique identifier for the suite. Floor Code- Select the floor for the suite. When you add a building, a floor is automatically created, but you can select additional floors that have been defined for the building. Note: The system adds the Lease Code to the suite when you assign the suite to a lease. Enter the following recommended fields: Suite Area Manual Entry: Enter the area if you have not developed a CAD drawing for the suite. The Suite Area Manual Entry is used to estimate the total area for a building if the Area Usable is unavailable. The estimated area is used in calculations for key performance indicator charts that show how much area you currently have by location, by facility type, by availability, and on a timeline. Facility Type ID: The Facility Type ID describes how you are using the suite. It is used in key performance indicator charts that show your total estimated area by facility type. Optionally, enter the following fields: Suite Name: A description that can help to identify the suite. Description : Additional descriptive text, if needed. Click Save. The suite is now available for assignment when you select a lease.
Delete a suite when working with a lease.	Note: When working with a lease, you can only delete suites that are not assigned to a lease: If a suite is assigned to a lease, you must unassign it before deleting it. In the Available Suites - Not Yet Assigned section, click Delete in the row for the suite. If the suite is assigned and you want to delete it, first unassign it. It then appears in the Available Suites - Not Yet Assigned section from which you can make the deletion.
Delete a suite when working with a building.	When working with a building, you can delete any suite defined for the building In the Suites for this Building panel, click Delete in the row for the suite.
When working with either a lease or a building: Split a suite	In either the Available Suites Not Yet Assigned or the Suites Assigned to the Selected Lease/Sublease section, click Split in the row for the suite. Note: You cannot split a suite if it is associated with a CAD drawing. Two suites of equal size are created by giving each of the new suites half the Suite Area Manual Entry entered for the original suite. A new Suite Code is generated for the second suite. All other information is copied from the original suite record. You can change any of the information for the split suites (except the Suite Code and the Lease Code) by selecting the Edit button. Splitting suites can save time by minimizing data entry.
Assign a suite when you are working with leases	In the Available suites- Not Yet Assigned section, click Assign in the row for a suite to assign it to the lease. Note: If the suite you want to assign is already assigned to another lease, you must unassign it before assigning it to the lease. To do this, go back to the Leases tab, select the lease, and click Continue. From the Suites tab for that lease, click Unassign in the row for the suite.
Unassign a suite when you are working with leases	In the Suites Assigned to the Selected Lease/Sublease section, click Unassign in the row for an assigned lease to remove it from this lease. The suite appears in the Available Suites - Not Yet Assigned section. For example, if you have been occupying leased space in a building and are going to vacate this space so that you can sublease it to tenants, you first unassign the suite from your lease, so that you can assign it to the sublease when you create it.

Next Steps from the Add/Edit Wizard

If you are working from the Add / Edit Wizard's Suites tab, do one of the following:

Finish: Click Finish if you have completed your entries. This returns you to the Action and Type step from which you can make new selections to add another portfolio item. See Add/ Edit Wizard Overview.
Continue:Click Continue to Associate Documents with the building, structure, land, or lease. You can click Continue from any tab to move to the next tab.
Back: Click Back to return to the Leases tab. See Entering Lease Information.

Real Estate Portfolio Management / Portfolio Management