Archibus Cloud / Leases / Lease Portfolio
Real Estate Portfolio Management / Lease Administration

Enter Amendments for a Lease

To track changes to your lease agreement, you can record amendments. You can also add a lease document for the amendment.

Note: The Amendments tab is not available from the Portfolio Administration's Add/Edit Wizard task.

Access the Amendments Form

Before entering amendments you first select the lease. You enter amendments using the Amendments panel accessed from:

For more information, see

Procedure

To enter amendments:

  1. Click Add New at the top of the Amendments tab.

    The Add Amendment form appears.

  2. Complete the following fields:

    3. Description -- Select or enter a description of the change.

    Date Requested -- Date the change was requested.

    Date Effective -- Date the amendment is effective.

    Exercised by--The name of the user who exercised the option. Click the Select Value button next to the Exercised by field to select the name of the user entered in the Employees table.

    Comments -- Any details for the amendment you want to record.

  3. Click Save.

    The system automatically creates the following values: 

    Lease Amendment ID-- A unique identifier for the amendment.

  4. After you save amendment information, the Lease Document field activates the Check in New Document button. Click this button to locate and select a document to associate with the amendment record. See Using the Document Management System.

Next Steps from the Add/Edit Wizard

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

Back to

Overview of Tasks for Editing Leases. for a description of all the Add/Edit tasks.

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