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Program Administration

Accruent 8.0 Administrator’s Guide »

Accruent Confidential and Proprietary, Copyright © 2012

Accruent Confidential and Proprietary, Copyright 2012.

This material contains confidential information that is proprietary to, and the property of, Accruent, LLC. Any unauthorized use, duplication or disclosure of this material, in whole or in part, is prohibited.

No part of this publication may be reproduced, recorded, or stored in a retrieval system or transmitted in any form or by any means—whether electronic, mechanical, photographic, or otherwise—without the written permission of Accruent, LLC.

The material in this manual is subject to change without notice and is provided “AS IS”.

Accruent Administrator’s Guide (V8.0): Program Administration Table of Contents

Proprietary and Confidential © Copyright 2010; Accruent, Inc. All Rights Reserved. i

Table of Contents GENERAL INFORMATION

8.0 Updates ............................................................................................................................................. 1

Guide Overview ...................................................................................................................................... 2

Important Tip! ..................................................................................................................................... 2

Accruent 8 ............................................................................................................................................... 3

The System-Administrator Dashboard .................................................................................................. 3

PROGRAM ADMINISTRATION

General Information ............................................................................................................................... 5

MANAGE PROGRAMS

General Information ...................................................................................................................... 7

Procedures

Enter or Edit a Program/Details .......................................................................................................... 7

Activate or De-activate a Program .................................................................................................. 13

MANAGE REGIONS/ORG CHART

General Information ............................................................................................................................. 15

Procedures

Create, Edit, or Delete a Region on an Organization Chart ............................................................. 17

Create, Edit, or Delete a Sub-Region on an Organization Chart ...................................................... 29

Create, Edit, or Delete a Market For/ From a Region or Sub-Region on an Organization Chart ... 36

View, Add, Re-Order, Replace, or Delete Preferred Vendors ......................................................... 49

Change an Org-Chart Display ........................................................................................................... 60

MANAGE CENTERS

General Information ............................................................................................................................. 63

Procedures

Add or Edit a Center/Details .............................................................................................................. 63

Add, Edit, or Delete a Market ............................................................................................................ 79

Add, Edit, or Delete a Market Type ................................................................................................... 82

Table of Contents Accruent Administrator’s Guide (V8.0): Program Administration

ii Proprietary and Confidential © Copyright 2010; Accruent, Inc. All Rights Reserved.

Table of Contents PROGRAM ADMINISTRATION

MANAGE CENTERS

Procedures (Cont.)

Add, Edit, or Delete a Mall Rating ..................................................................................................... 85

Add, Edit, or Delete a Center Type .................................................................................................... 88

Add, Edit, or Delete a Landlord/ Owner ........................................................................................... 91

Add, Edit, or Delete a Property Manager .......................................................................................... 95

Add, Edit, or Delete a Leasing Agent ................................................................................................. 96

Add, Edit, or Delete a Mall Manager ............................................................................................... 101

Add, Edit, or Delete a Marketing Director ...................................................................................... 102

Add, Edit, or Delete a Developer ..................................................................................................... 102

MANAGE SPECIAL PROJECTS

General Information ........................................................................................................................... 104

Procedures

Add or Edit a Special Project ........................................................................................................... 104

Add, Edit, or Delete a Project Type ................................................................................................. 123

Accruent Administrator’s Guide (V8.0): Program Administration 8.0 Updates

Proprietary and Confidential © Copyright 2010; Accruent, Inc. All Rights Reserved. 1

8.0 Updates

There are no 8.0 updates for this guide.

However, any other revisions (indicated in blue text) are Accruent enhancements and/or additional information.

General Information Accruent Administrator’s Guide (V8.0): Program Administration

2 Proprietary and Confidential © Copyright 2010; Accruent, Inc. All Rights Reserved.

Guide Overview

This guide includes the following information.

GUIDE OVERVIEW

Accruent 8 States a brief description of the Accruent suite

The System-Administrator

Dashboard

Shows the main components of the system-

administrator dashboard and lists the various

administrative functions for managing:

■ Company

■ Program

■ Member

■ Project

■ Folder

■ Prototype

■ Dashboard

■ Lease

… information and related user-defined fields.

Program Administration States the administrative procedures for

configuring and managing:

■ Programs

■ Region/Market organization charts

■ Centers

IMPORTANT TIP!

If you are viewing this document in Adobe Acrobat or Adobe Reader:

When you click on a cross-reference (red linked number and word) to navigate to a

referenced page, click the Back arrow (in the top Adobe toolbar or at the

bottom of the screen next to the Adobe document page numbers) to return to the

page you were previously viewing.

Accruent Administrator’s Guide (V8.0): Program Administration General Information


Accruent 8

Accruent 8 is a Web-enabled, end-to-end, real estate ERP suite that lets retailers manage their assets—in one place, in real time.

1

Namely, retailers can:

■ Manage site selection, design and construction, and facility maintenance.

■ Centralize all documents, schedules, and issues.

■ Use built-in reporting tools to create and analyze asset data.

The System-Administrator Dashboard

System-Administrator Dashboard

_____________________________

1 ERP means enterprise resource planning.



The System-Administrator Dashboard is where you manage:

■ Company (i.e., general information, templates, milestones, dictionary, forms, custom lists, panels, form flows, workflows, parts/inventory, tasks’ custom-email notification, budget administration, user-defined fields, lease management [i.e., lease sets and critical-issue types/questions]— and maintenance tasks [i.e., entities/competitors geocoding, schedule-date adjustments, LDAP import configuration, LDAP-user import, bulk-form uploads, field-audit and audit-table management, checking the environment [to see what’s running], cache management, and configuration-object transfer between environments])

■ Program

■ Member

■ Project

■ Folder

■ Prototype

■ Dashboard

■ Lease

…administration information and related user-defined fields.

What do you want to do? 2

■ Manage company administration information (see the Accruent Administrator’s Guide[s] : Company Administration – Parts I, II, III, and IV).

NOTE: Company information is the first information you should enter/

configure.

■ Manage program information (see pg. 5).

■ Manage member information (see Accruent Administrator’s Guide: Member Administration).

■ Manage project information (see the Accruent Administrator’s Guide: Project Administration).

■ Manage folder information (see the Accruent Administrator’s Guide: Folder Administration).

■ Manage prototype information (see the Accruent Administrator’s Guide: Prototype Information).

_____________________________

2 For general information about the Accruent suite, its configuration elements/drivers, requested documents/

deliverables, the administrator’s responsibilities, and Accruent’s Entity Set-Up Wizard, see the Accruent

Administrator’s Guide: General Information, Entity Set-Up Wizard, and System-Administration Reports

Accruent Administrator’s Guide (V8.0): Program Administration General Information


■ Manage dashboard information (see the Accruent Administrator’s Guide: Dashboard Administration).

■ Manage lease information (see the Accruent Administrator’s Guide: Lease Administration).

(For general information about:

■ The Accruent suite

■ Its configuration elements/drivers

■ Requested documents/deliverables

■ The administrator’s responsibilities

■ Accruent’s Entity Set-up Wizard

■ System-administration reports

…see the Accruent Administrator’s Guide: General Information, the Entity Set-up Wizard, and System-Administration Reports.)

Program Administration

Program Administration section of the System-Administrator Dashboard

In the Program Administration section, you can add and edit:

■ Programs/details

■ Regional, sub-regional, and market on an organization chart



■ Centers

■ Special projects

What do you want to do?

■ Manage programs (see pg. 7).

■ Manage regions/org charts (see pg. 15).

■ Manage centers (see pg. 63).

■ Manage special projects (see pg. 104).

Accruent Administrator’s Guide (V8.0): Program Administration Manage Programs


Manage Programs

Through the Manage Programs link (pg. 5), you can enter and edit various programs.


■ Enter or edit a program/details (see below).

■ De-activate (or activate) a program (see pg. 14). 3

Enter or Edit a

Program/Details To enter and/or edit programs:

1. Click the Manage Programs link (pg. 5) in the Program Administration section on the dashboard. The Manage Programs tab appears.

Manage Programs tab

Continued on next page

_____________________________

3 De-activating a program temporarily takes out of use, but all past references are still maintained; and you can

activate it again.



Enter or Edit a

Program/Detail

s (Cont.)

2. To:

■ Enter a new program/details, see below.

■ Edit a program’s information, see pg. 11.

ENTER A NEW PROGRAM

To enter a new program:

1. Click the Add button on the Manage Programs tab (pg. 7.) The Add Program pane appears.

Add Program pane

2. Enter the program’s name (e.g., Ames Designs), street address (e.g., 333 Harper Blvd.), zip code (e.g., 90000), city (e.g., Los Angeles), and revenue per week (e.g., $10,000) in the appropriate textboxes.

3. Click the State and Country arrows and select the applicable information (e.g., CA, USA).

4. Click the Fiscal Year End textbox, calendar icon, OR arrow. 4


_____________________________

4 The Fiscal Year End textbox is for information purposes only. It does not affect any type of calculation.

Textbox Icon Dropdown arrow

Manage Programs Accruent Administrator’s Guide (V8.0): Program Administration


Enter or Edit a

Program/Details ENTER A NEW PROGRAM (CONT.)

(Cont.)

A calendar appears.

5. Select the appropriate fiscal year-end date (e.g., 1/1/2006). (For the year, click the << or >> arrows to navigate backwards or forwards).

5

6. Enter the description of the program (e.g., High-end casual wear) in the Program Description textbox.

7. Click the Manager Name arrow, select the name (e.g., Patricia Adams) of the program manager, then click the add link.


_____________________________

5 If necessary, click the Clear Date link to clear out the date from the Fiscal Year End textbox.



Enter or Edit a


(Cont.)

8. Continue to add additional program managers, as necessary…

…then click the Add button on the Add Program pane to save the information (or the window’s to close without saving). The new program now appears on the Manage Programs tab (along with a message indicating that a program was successfully added).

The Ames Designs program was added to the Manage Programs tab




Enter or Edit a


(Cont.)

NOTE: To see more of a program’s details, click its + sign. The entry expands to

reveal the information.

Ames Designs details

EDIT PROGRAM INFORMATION

To edit a program’s (e.g., Ames Designs) information:

1. Click its edit link on the Manage Programs tab (pg. 7). The Edit Program pane appears.

Edit Program pane

2. Edit any information (follow steps 2. through 8. on pgs. 8-12, under “Enter a New Program”), then click the Update button to save the information (or the window’s to close without saving).




Enter or Edit a


(Cont.)

The Manage Programs tab refreshes (and displays a message indicating that the program was successfully updated).

The Ames Designs revenue was updated from $10,000 to $20,000

NOTE: To see more of a program’s details, click its + sign. The entry expands to

reveal the information



Activate

or De-activate

a Program

To activate or de-activate a program: 6

1. Click the Manage Programs link (pg. 5) in the Program Administration section of the dashboard. The Manage Programs tab appears (pg. 7).

2. Click the Activate/Deactivate tab. A list of all programs appears.

Activate/Deactivate tab

3. To:

■ Activate a program, see pg. 14.

■ De-activate a program, see pg. 14.


_____________________________

6 De-activating a program temporarily takes out of use, but all past references are still maintained; and you can

activate it again.



Activate

or De-activate ACTIVATE A PROGRAM

a Program

(Cont.) To activate a program (e.g., Ames Designs):

■ If you’ve just added the program, then its Active radio button is already checked.

■ If the program is de-activated, and you want to re-activate it:

1. Locate the program name.7 (Its Inactive radio button is checked.)

2. Click the program’s Active radio button, then click the Update Active Status button at the bottom of the tab. The program is re-activated (and re-appears in the Program Name section of the tab).

DE-ACTIVATE A PROGRAM

To de-activate a program (e.g., Ames Designs):

1. Locate the program name, and click its Inactive radio button. 8

2. Click the Update Active Status button on the tab. The program is now de-activated.

_____________________________

7 You may have a version of the software where all active programs display on the tab first, then the de-activated

programs display (on the latter pages of the tab).

8 See footnote 7.

Accruent Administrator’s Guide (V8.0): Program Administration Manage Regions/Org Chart


Manage Regions/Org Chart

Through the Manage Regions/Org Chart link (pg. 5), you can enter and edit a region, sub-region, and/or market on an organization chart.

Org chart for Estee Counter Design

■ A region chart (West Coast, Eastern USA) is displayed in a black box.

■ A sub-region chart (Northeast) is displayed in a blue box.

■ A market chart (Atlanta) is displayed in a gray box.



You can also display organization charts:

■ Vertically (as shown above) …OR…

■ Horizontally (as shown below)

Also, the charts you create can be:

■ Pre-Open – This is an organization chart for sites and/or projects that will become facilities.

■ Operating – This is an organization chart for existing facilities.


■ Create, edit, or delete a Region on an organization chart (see pg. 17).

■ Create, edit, or delete a Sub-Region on an organization chart (see pg. 29).

■ Create, edit, or delete a Market on an organization chart (see pg. 36).

■ View, add, re-order, replace, or delete preferred vendors (see pg. 49).

■ Change the display of an organization chart from horizontal to vertical—or vice versa (see pg. 60).

Manage Regions/Org Chart Accruent Administrator’s Guide (V8.0): Program Administration


IMPORTANT: Site-, project-, and facility-scheduled tasks may be automatically

assigned to org-chart managers and/or members. So, the individuals you add to the chart

must be accurate.

Create, Edit,

or Delete a

Region on an

Organization

Chart

To create, edit, or delete a region on an organization chart: 9

1. Click the Manage Regions/Org Chart link (pg. 5) in the Company Administration section on the dashboard. The Program tab appears, displaying the Org Chart page.

The Program tab/Org Chart page for BB - Magnolia

2. If the program you want is not displayed, click the arrow on the Program tab.

…and select the program (e.g., Ames Designs) you want to access.

The Program tab refreshes to the program you selected.

The Program/Org Chart for Ames Designs


_____________________________

9 For an example of a region on an organization chart, see the Ames Designs organization chart on pg. 15.



Create, Edit,

or Delete a

Region on an

Organization

Chart (Cont.)

3. To:

■ Create a region on an organization chart, see below.

■ Edit a region on an organization chart, see pg. 21.

■ Delete a region from an organization chart, see pg. 26.

CREATE A REGION ON AN ORGANIZATION CHART

To create a region on an organization chart on the Program tab (pg. 17):

1. Click the Displaying arrow, and select Pre-Open or Operating.10

2. Click the Management arrow, and select Horizontally or Vertically (for org-chart display purposes).

3. Click the <add Region> link next to the program name.

The Add Region pane appears.

Add Region pane


_____________________________

10 See pg. 16 for definitions.



Create, Edit,

or Delete a CREATE A REGION ON AN ORGANIZATION CHART (CONT.)

Region on an

Organization

Chart (Cont.)

4. Enter the region name (e.g., West Coast) in the Region textbox.

5. Click the:

■ Name arrow, and select the name of the person (e.g., Partricia Adams) who will be either a manager or member of the region.

■ Manager? checkbox if the person you choose is a manager.

6. Click the add link next to the person’s name. (If checked as a manager, the checkbox is replaced with Yes.)




Create, Edit,


Region on an

Organization

Chart (Cont.)

7. Continue to add more individuals, as necessary. (If not checked as managers, the Manager? checkbox is replaced with No.)

11

8. Click the Add button on the Add Region pane (pg. 18) to save the information (or the window’s to close without saving). The region appears on the organization chart on the Program/Org Chart tab (along with a message that a region was successfully added).

The West Coast region was created on the organization chart for Ames Designs


_____________________________

11 The individuals you add here as managers and members will be auto-assigned as managers/members of the region’s

affiliated entities (i.e., site, project, facility), prototypes, or centers. If you change these individuals later on, the new

name will only be affiliated with newly created entities. (The best way to change org-chart managers/members is

through the “Replace/ Switch One Member With Another” procedure in the Project Membership Management

section of the Accruent Administrator’s Guide: Member Administration.)



Create, Edit,


Region on an

Organization

Chart (Cont.)

9. Follow steps 3. through 8. on pgs. 18-20 to add more regions as required.

The Ames Design organization chart is made up of the East Coast and West Coast regions

EDIT A REGION ON AN ORGANIZATION CHART

In editing a region on an organization chart, you can change the region name, change a region manager to a region member or vice versa, delete a region manager or member, or add more individuals to the region.

To do so:

1. Click the edit link of the applicable region (e.g., East Coast).




Create, Edit,

or Delete a EDIT A REGION ON AN ORGANIZATION CHART (CONT.)

Region on an

Organization

Chart (Cont.)

The Edit Region pane appears.

Edit Region pane

2. To:

■ Change the name of the region, see below.

■ Change a region member to a region manager, or vice versa, see pg. 23.

■ Delete a region manager or member, see pg. 24.

■ Add more individuals to the region, see pg. 26.

EDIT A REGION ON AN ORGANIZATION CHART – NAME CHANGE

To change the name of the region:

1. In the Edit Region pane (above): Enter the new name in the Region textbox.

2. Click the Update button in the Edit Region pane to save the information (or the window’s to close without saving). The chart reappears with the new region name.

The region name was changed from East Coast to Eastern USA




Create, Edit,

or Delete a

Region on an

EDIT A REGION ON AN ORGANIZATION CHART – MEMBER TO MANAGER OR VICE VERSA

Organization

Chart (Cont.) To change a region member (e.g., Dan Booher) to a region manager or vice versa:

1. Click his/her edit link in the Edit Region pane.

Dan Booher is currently a Member

2. In the pane that appears, check (or uncheck) the Manager? checkbox.

Checking the Manager? checkbox now makes him a Manager

3. Click the Update button to save the information (or the window’s to close without saving). The person you selected now shows a different status in the Manager? column.

Dan Booher now shows a Yes in the Manager? column




Create, Edit,

or Delete a

Region on an

EDIT A REGION ON AN ORGANIZATION CHART – MEMBER TO MANAGER OR VICE VERSA (CONT.)

Organization

Chart (Cont.) 4. Click the Update button in the Edit Region pane (pg. 22) to save the information (or the window’s to close without saving). The region now appears with the individual now being a manager (or member).

Dan Booher was previously a region member

Now, Dan Booher is a region manager

EDIT A REGION ON AN ORGANIZATION CHART – DELETE A MANAGER OR MEMBER

To delete a region manager or member (e.g., Dan Booher) from the chart:

1. Click his/her delete link on the Edit Region pane.




Create, Edit,

or Delete a

Region on an

EDIT A REGION ON AN ORGANIZATION CHART – DELETE MANAGER OR MEMBER (CONT.)

Organization

Chart (Cont.) The person’s name disappears.

Dan Booher’s name no longer appears

2. Click the Update button to save the information (or the window’s to close without saving). The region on the organization chart now reappears without the person’s name (along with a message that the region was successfully updated).

Dan Booher (SVP Store Planning),

no longer appears in the Manager section of the region.




Create, Edit,

or Delete a EDIT A REGION ON AN ORGANIZATION CHART – ADD MORE INDIVIDUALS

Region on an

Organization

Chart (Cont.)

To add more individuals to a region on an organization chart:

1. Follow steps 5. through 7. on pgs. 19-21 under “Create a Region on an Organization Chart”.

2. Click the Update button on Edit Region pane (pg. 22). The region chart refreshes to display the added members (along with a message that the region was successfully updated).

DELETE A REGION ON AN ORGANIZATION CHART

NOTE: Before you can delete a region, you must first delete its members /contacts.

To delete a region (e.g., West Coast) on an organization chart:

1. Click its edit link.


Edit Region pane




Create, Edit,

or Delete a DELETE A REGION ON AN ORGANIZATION CHART (CONT.)

Region on an

Organization

Chart (Cont.)

2. Delete each one of the members/contacts. (For instructions, see step 1. through 2. on pgs. 24-25, under “Edit a Region – Delete a Member or Contact”).

3. Click the Update button (to save the information) after all individuals are deleted (or click the window’s to close without saving).

The region on the organization chart reappears without any members/contacts (along with a message that the region was successfully updated).

The members and contacts have been deleted from the West Coast region

4. Click the edit link of the same region again.




Create, Edit,

or Delete a DELETE A REGION ON AN ORGANIZATION CHART (CONT.)

Region on an

Organization

Chart (Cont.) The Edit Region pane appears.

5. Click the Delete button (and at the prompt, click the Yes button to confirm the deletion). The organization chart reappears without the region (along with a message that a region was successfully deleted).

The West Coast region no longer appears on the org chart



Create, Edit,

or Delete a

Sub-Region on

an Organization

Chart

To create, edit, or delete a sub-region on an organization chart: 12


The Program tab/Org Chart page for BBT Magnolia

2. If the program you want is not displayed, click the arrow on the Program tab…



_____________________________

12 For an example of a sub-region on an organization chart, see the Ames Design organization chart on pg. 15.



Create, Edit,

or Delete a

Sub-Region on

an Organization

Chart (Cont.)


The Ames Designs program/org chart

3. To:

■ Create a sub-region on an organization chart, see below.

■ Edit a sub-region on an organization chart, see pg. 33.

■ Delete a sub-region on an organization chart, see pg. 35.

CREATE A SUB-REGION ON AN ORGANIZATION CHART

To create a sub-region on an organization chart:

1. Click the <add > link of the region (e.g., Eastern USA) you want to add a sub-region to.




Create, Edit,

or Delete a CREATE A SUB-REGION ON AN ORGANIZATION CHART (CONT.)

Sub-Region on

an Organization

Chart (Cont.)

An Add What? menu appears.

2. Click the arrow, and select Sub-Region, then click the Submit button.

The Add Region pane appears.

Add Region pane

3. In the Sub-Region textbox, enter the name of the sub-region (e.g., Northeast).

4. To add managers and/or members of the sub-region: Follow the same instructions as stated in steps 5. through 7. on pgs. 19-20, under “Create a Region on an Organization Chart”.




Create, Edit,

or Delete a CREATE A SUB-REGION ON AN ORGANIZATION CHART (CONT.)

Sub-Region on

an Organization

Chart (Cont.)

5. Click the Add button on the Add Region pane (pg. 31) to save the information (or the window’s to close without saving). The sub-region appears on the organization chart on the Program/Org Chart tab (along with a message that a region was successfully added).

The Northeast sub-region was added to the Eastern USA region

6. Follow steps 1. through 5. on pgs. 30-32 to add more sub-regions to the organization chart, as required.




Create, Edit,

or Delete a EDIT A SUB-REGION ON AN ORGANIZATION CHART

Sub-Region on

an Organization

Chart (Cont.)

In editing a sub-region on an organization chart, you can change its name, change a manager to a member or vice versa, or add/delete a manager or member.

To do so:

1. Click the edit link of the applicable sub-region (e.g., Northeast) on the organization chart.

Northeast sub-region


Edit Region pane

2. To:

■ Change the name of the sub-region, see pg. 34.

■ Change a manager to a member and vice versa, see pg. 34.

■ Delete a manager or member from the sub-region, see pg. 34.

■ Add more individuals to the sub-region, see pg. 34.




Create, Edit,

or Delete a EDIT A SUB-REGION ON AN ORGANIZATION CHART – NAME CHANGE

Sub-Region on

an Organization

Chart (Cont.)

To change the name of a sub-region on an organization chart: Follow the same instructions as stated in steps 1. through 2. on pg. 22 (under “Edit a Region – Name Change”).

EDIT A SUB-REGION ON AN ORGANIZATION CHART – MANAGER TO MEMBER OR VICE VERSA

To change a sub-region manager to a sub-region member or vice versa: Follow the same instructions as stated in steps 1. through 4. on pgs. 23-25 (under “Edit a Region – Manager to Member or Vice Versa”).

EDIT A SUB-REGION ON AN ORGANIZATION CHART – DELETE A MANAGER OR MEMBER

To delete a manager or member from a sub-region: Follow the same instructions as stated in steps 1. through 2. on pgs. 24-26 (under “Edit a Region – Delete a Manager or Member”).

EDIT A SUB-REGION ON AN ORGANIZATION CHART – ADD MORE INDIVIDUALS

To add more individuals to a sub-region on an organization chart:

1. Follow the same instructions as stated under steps 5. through 7. on pgs. 19-20, under “Create a Region on an Organization Chart”.

2. Click the Update button on the Edit Region pane (pg. 33) to save the information (or the window’s to close without saving). The sub-region chart refreshes to display the added members (along with a message that a region was successfully updated).




Create Edit,

or Delete a DELETE A SUB-REGION ON AN ORGANIZATION CHART

Sub-Region on

an Organization

Chart (Cont.) NOTE: Before you can delete a sub-region, you must first delete its members /contacts.

To delete a sub-region (e.g., Northeast) on an organization chart:

1. Click its edit link.


Edit Region pane

2. Follow the same instructions as stated in steps 2. through 5. on pgs. 27-28, under “Delete a Region on an Organization Chart”.



Create, Edit,

or Delete a

Market For/

From a Region

or Sub-Region on

an Organization

Chart

You can create, edit, or delete a market for/from a region or sub-region on

an organization chart. 13


The Program tab/Org Chart page for BB Magnolia




_____________________________

13 For an example of a market on an organization chart, see the Ames Designs organization chart on pg. 15. Also, a

market can exist under more than one region or sub-region. For instance, the TexArkana market can exist under

theTexas and Arkansas regions.



Create, Edit,

or Delete a

Market For/

From a Region

or Sub-Region on

an Organization

Chart (Cont.)



3. To:

■ Create a market under a region, see pg. 38.

■ Create a market under a sub-region, see pg. 41.

■ Edit a market on an organization chart, see pg. 44.

■ Delete a market from an organization chart, see pg. 48.




Create, Edit,

or Delete a CREATE A MARKET UNDER A REGION

Market For/

From a Region

or Sub-Region on

an Organization

Chart (Cont.)

To create a market under a region: 14

1. Click the <add > link of the region (e.g., Eastern USA) you want to add a market to.

An Add What? menu appears.

2. Click the arrow, select Market, then click the Submit button.

The Add Item pane appears.

Add Item pane


_____________________________

14 For an example of a region on an organization chart, see the Ames Designs organization chart on pg. 15.



Create, Edit,

or Delete a CREATE A MARKET UNDER A REGION (CONT.)

Market For/

From a Region

or Sub-Region

on an Organization

Chart (Cont.)

3. Click the Market arrow, and select the appropriate market (e.g., Atlanta).

15

NOTE: If you don’t see the market you want, you must add it to the application. To do so:

1. Click the gray three-dotted box.

The market list appears.

Market list

2. Click the Add button. The Add Item pane appears.


_____________________________

15 The markets displayed in this menu may be from any part of the U.S., not just from the selected region or sub-

region on an org chart―and some may not be linked to a region/sub-region at all. Markets that are not linked to a

region or sub-region were created outside of this particular procedure; and the only way to affiliate them with a

region or sub-region on an org chart is to do so via this procedure.



Create, Edit,


Market For/

From a Region

or Sub-Region on

an Organization

Chart (Cont.)

NOTE: (Cont.)

3. Enter the name (e.g., Atlanta) and description (e.g., Atlanta, Georgia) of the market

in the appropriate textboxes; then click the Add button. The market name now

appears in the list.

4. To add managers and/or members to the market: Follow the instructions as stated in steps 5. through 7. on pgs. 19-20, under “Create a Region on an Organization Chart”.

5. Click the Add button on the Add Item pane (pg. 38) to save the information (or the window’s to close without saving). The regional market appears on the organization chart on the Program/Org Chart tab (along with a message that an item was successfully added).

The Atlanta market was added to the Eastern USA region




Create, Edit,


Market For/

From a Region

or Sub-Region on

an Organization

Chart (Cont.)

6. Follow steps 1. through 5. on pgs. 38-40 to add more markets to the region, as required.

CREATE A MARKET UNDER A SUB-REGION

To create a market under a sub-region:

16

1. Click the <add > link of the sub-region (e.g., Northeast) you want to add a market to.

The Add Item pane appears.

Add Item pane

2. Click the Market arrow, and select the appropriate market (e.g., Albany).

17


_____________________________

16 For an example of a sub-region on an organization chart, see the Ames Designs organization chart on pg. 15.


region on an org chart―and some may not be linked to a region/sub-region at all. Markets that are not linked to a

region or sub-region were created outside of this particular procedure; and the only way to affiliate them with a

region or sub-region on an org chart is to do so via this procedure.



Create, Edit,

or Delete a CREATE A MARKET UNDER A SUB-REGION (CONT.)

Market For/

From a Region

or Sub-Region on

an Organization

Chart (Cont.)

NOTE: If you don’t see the market you want, you must add it to the application. See

the NOTE on pgs. 39-40.

3. To add managers and/or members to the market: Follow the instructions as stated in steps 5. through 7. on pgs. 19-20, under “Create a Region on an Organization Chart”.

4. Click the Add button on the Add Item pane (pg. 41) to save the information (or the window’s to close without saving). The organization chart refreshes to display a + sign next to the sub-region (i.e., Northeast).

5. Click the + sign next to the sub-region (e.g., Northeast).




Create, Edit,

or Delete a CREATE A MARKET UNDER A SUB-REGION (CONT.)

Market For/

From a Region

or Sub-Region on

an Organization

Chart (Cont.)

Its market (Albany) appears on the Program/Org Chart tab (along with a message that an item was successfully added).

The Albany market was added to the Northeast region




Create, Edit,

or Delete a EDIT A MARKET ON AN ORGANIZATION CHART

Market For/

From a Region

or Sub-Region on

an Organization

Chart (Cont.)

In editing a Market on an organization chart, you can change the market name/description, change a market manager to a market member or vice versa; delete a market manager or member, or add more individuals to the market.

To:

■ Change a market’s name and/or description, see below.

■ Change a manager to a member and vice versa, see pg. 45.

■ Delete a manager or member from the chart, see pg. 47.

■ Add more individuals to the chart, see pg. 47.

EDIT A MARKET ON AN ORGANIZATION CHART – CHANGE A MARKET’S NAME OR DESCRIPTION

To change a market’s name or description, you must access the market list. To do so:

1. Click the edit link of the market (e.g., Albany) on the org chart.

The market list appears (pg. 39).

2. On the market list, click the market’s edit link.

The Edit Item pane appears (in a separate window.

Edit Item pane




Create, Edit,

or Delete a

Market For/

EDIT A MARKET ON AN ORGANIZATION CHART – CHANGE A MARKET’S NAME OR DESCRIPTION (CONT.)

From a Region

or Sub-Region on

an Organization

Chart (Cont.)

3. Edit any information, then click the Update button to save the information (or the window’s to close without saving). The name of the market appears in the Market dropdown-menu textbox…

...and clicking the gray three-dotted box reveals the edited information.

The description is changed from Albany to Albany, New York

EDIT A MARKET ON AN ORGANIZATION CHART – MANAGER TO MEMBER OR VICE VERSA

To change a market manager to a market member or vice versa:

1. On the organization chart: Click the edit link of the market you want to access.

The Albany market




Create, Edit,

or Delete a

Market For/

EDIT A MARKET ON AN ORGANIZATION CHART – MANAGER TO MEMBER OR VICE VERSA (CONT.)

From a Region

or Sub-Region on

an Organization

Chart (Cont.)

The Edit Item pane appears.

Edit Item pane

2. Follow the same instructions as stated in steps 1. through 4. on pgs. 23-24 (under “Edit a Region on an Org Chart – Manager to Member or Vice Versa”).

EDIT A MARKET ON AN ORGANIZATION CHART – DELETE A MANAGER OR MEMBER

To delete a market manager or member:


The Albany market




Create, Edit,

or Delete a

Market For/

EDIT A MARKET ON AN ORGANIZATION CHART – DELETE A MANAGER OR MEMBER (CONT.)

From a Region

or Sub-Region on

an Organization

Chart (Cont.)


Edit Item pane

2. Follow the same instructions as stated in steps 1. through 2. on pgs. 24-25 (under “Edit a Region – Delete a Manager or Member”).

EDIT A MARKET ON AN ORGANIZATION CHART – ADD MORE INDIVIDUALS

To add more individuals to a market on an organization chart:


The Myrtle Beach market




Create, Edit,

or Delete a

Market For/

EDIT A MARKET ON AN ORGANIZATION CHART – ADD MORE INDIVIDUALS (CONT.)

From a Region

or Sub-Region on

an Organization

Chart (Cont.)


Edit Item pane

2. Follow the same instructions as stated under steps 5. through 7. on pgs. 19-20, under “Create a Region on an Organization Chart”.

3. Click the Update button on Edit Item pane (see above) to save the information (or the window’s to close without saving). The market refreshes to display the added members (along with a message that a market was successfully updated).

DELETE A MARKET ON AN ORGANIZATION CHART

To delete a market (e.g., Myrtle Beach) on an organization chart:

1. Click its edit link on the organization chart.




Create, Edit,

or Delete a DELETE A MARKET ON AN ORGANIZATION CHART (CONT.)

Market For/

From a Region

or Sub-Region on

an Organization

Chart (Cont.)


Edit Item pane

2. Follow the same instructions as stated in steps 2. through 5. on pgs. 27-28 (under “Delete a Region on an Organization Chart”).

View, Add,

Re-Order,

Replace, or

Delete Preferred

Vendors

For a particular program, you can:

■ View preferred vendors selected for a particular trade type.

■ Add or (re-order) vendors of a particular trade type.

■ Edit a preferred vendor’s information.

■ Delete a preferred vendor.

To do so:


The Program tab/Org Chart page for BBY Magnolia




View, Add,

Re-Order,

Replace, or

Delete Preferred

Vendors (Cont.)





3. Click the edit vendor preference link of the relevant region (e.g., East Coast).




View, Add,

Re-Order,

Replace, or

Delete Preferred Vendors

(Cont.)

NOTE: You may also add vendors on a Sub-Region (pg. 33) or Market (pg. 45) pane.

However, if vendors are already added:

■ Via only a Region pane, its related sub-region(s) and/or market(s) will inherit

those same vendors.

■ Via only a Sub-Region pane, its related market(s) will inherit those same

vendors.

(On the user side, however, a user [say, project manager], can add additional

vendors that he or she finds conducive for a particular facility and can make any of

those vendors a “top-three preferred” vendor. Any vendors selected for a particular

facility via this means will override those selected at the org-chart level.)

The Select Trade Type pane appears.

Select Trade Type pane

4. To: 18

■ View preferred vendors selected for a particular trade type, see pg. 52.

■ Add preferred vendors for a particular trade type, see pg. 53.

■ Set the top three preferred vendors for a particular trade type, see pg. 58.

■ Re-order vendors under a particular trade type, see pg. 58.

■ Replace a preferred vendor, see pg. 59.

■ Delete a preferred vendor, see pg. 59.


_____________________________

18 You can also perform any of these procedures at the sub-region and market levels, using the same instructions

as in this procedure. (However, herein, these procedures are done at the region level.)



View, Add,

Re-Order, VIEW PREFERRED VENDORS OF A PARTICULAR TRADE TYPE

Replace, or

Delete Preferred

Vendors (Cont.) To view preferred vendors of a particular trade type (e.g., Landscaping):

1. Click the Select Trade Type dropdown arrow, and select the trade.

Select Trade Type dropdown menu

2. Click the Submit button. The pane refreshes to display the preferred vendors selected for that trade type. (If no vendors display, then none were previously added for you to view. To add any vendors, see “Add a Preferred Vendor” below.)

Preferred vendors selected for the Landscaping trade type.19

NOTE: To view a vendor’s information, click the + sign next to his/her name.

Dunns Landscaping information


_____________________________

19 The preferred vendors are listed in the order of preference (i.e., Dunns Landscaping is number one, and so forth. To

redo, see “Re-Order a Preferred Vendor” on pg. 58.)



View, Add,

Re-Order, ADD A PREFERRED VENDOR

Replace, or

Delete Preferred

Vendors (Cont.) To add a preferred vendor for a particular trade type:

1. Click the Select Trade Type dropdown arrow, and select the relevant trade type (e.g., Landscaping; see above).

2. Click the Submit button. The Select Trade Type pane refreshes,

displaying any listed vendors (or not) for the trade you selected.

Select Trade Type pane for the Landscaping trade type

3. Click the Add Vendor button on the Select Trade Type pane (see above). The Add Vendor Preference pane appears.

Add Vendor Preference pane

4. Click the Vendor Name dropdown arrow, and select the preferred vendor (e.g., Dunn’s Landscaping).

NOTES:

■ If a vendor’s insurance has expired (see the Expiration Date on the vendor’s

Edit Employer pane via the “Edit an Employer or Vendor” procedure in the

Accruent Administrator’s Guide: Member Administration), then (Expired

Insurance) will appear next to the name (e.g., Floral Design); and you should

not select this vendor until his/her insurance is renewed.




View, Add,

Re-Order, ADD A PREFERRED VENDOR (CONT.)

Replace, or

Delete Preferred

Vendors (Cont.) NOTES: (Cont.)

■ Also, if you wish to view a vendor’s information, click the gray, three-dotted

box next to the Vendor Name dropdown-menu arrow.

An employer/vendor list appears.

Click the + sign next to the vendor’s name to reveal his/her information…

…and…




View, Add,


Replace, or

Delete Preferred


… to view the vendor’s documents, click the documents link. Any uploaded

documents (e.g., Insurance Certificate for Dunns Landscaping) appear…

…and you can click the + sign next to the document name to reveal more

details about it (i.e., author, file type, whether it’s checked out and when, and

the documents file name).

(To download the document, see “Upload, Download, Edit, or Delete Vendor

Documents” in the Accruent Administrator’s Guide: Member Administration.)




View, Add,


Replace, or

Delete Preferred

Vendors (Cont.)

The vendor you selected appears on the Select Trade Type pane (along with a message that a vendor preference was successfully added).

20

Dunns Landscaping was added as a preferred vendor for the Landscaping trade type

NOTES:

■ To view a vendor’s information, click the + sign next to his/her name (see the

NOTE: on pg. 52).

■ The Inherited From column indicates if a vendor has been inherited from a

region, sub-region, or market. If you see:

None – It means you selected a region, sub-region, or market on an org

chart and newly added a vendor. (So, it is not inherited from anywhere

else).

– It means you selected a sub-region or market on an org chart and

when you selected a trade type (via the Select Trade Type pane [pg. 53]),

a vendor with this designation was inherited from a region (if you

selected a sub-region―or if you selected a market, inherited from a

region or sub-region). The name of the inherited region or sub-region

displays next to the (e.g., , , )


_____________________________

20 The Insurance Expiry Date is the date the vendor’s insurance expires (at which point, the vendor should no longer

be employed until the his/her insurance is renewed); and if a “member” (see “Add, Edit, or Delete a Member/

Contact” in the Accruent Administrator’s Guide: Member Administration) is designated as the primary contact of

Dunns Landscaping, then his/her name (e.g., Jon Doe) appears in the Primary Contact column.



View, Add,


Replace, or

Delete Preferred

Vendors (Cont.) NOTE: (Cont.)

■ – The symbol will not actually appear here. Instead, it will appear on an

entity’s Vendor Preference tab …

For Facility Fty77, the A to Z Construction vendor was inherited from a market (e.g., City)

on this entity’s affiliated Program org chart

…indicating the vendor was inherited from a market (e.g., City) on the entity’s

affiliated Program org chart.

5. Repeat steps 1. through 4. on pgs. 53-57 to add more of the same vendors—or different vendors.

NOTES:

■ If you add more vendors of the same trade type, you can continue to click the

Add Vendor button to do so.




View, Add,


Replace, or

Delete Preferred


■ If you add more vendors of a different trade type, then you must:

1. Select the trade type from the Select Trade Type dropdown menu.

2. Click the Submit button. (The pane refreshes and will be empty or display

vendors already added).

3. Click the Add Vendor button to select additional vendors.

■ The first three vendors listed under a particular trade are your top three

preferred vendors, so be sure of your first three selected vendors. In all

Vendor menus for any entity related to this org-chart’s program, the first

vendor listed here will be the first (i.e., default) vendor shown in those

menus.

6. Click the Close button to save and exit.

SET TOP THREE VENDORS; OR RE-ORDER A PREFERRED VENDOR

The purpose of being able to re-order vendors under a particular trade type is to list the top three preferred (by the client) vendors for that trade type.

21

To set the top three vendors—or re-order a particular vendor’s position:

1. Click the Select Trade Type dropdown arrow, and select the relevant trade type (e.g., General Contractor; see pg. 52).

2. Click the Submit button. (The pane refreshes to reveal the trade’s selected preferred vendors.)


_____________________________

21 The first vendor listed here will be the first (i.e., default) vendor displayed in a related entity’s Trade Type

dropdown menus.



View, Add,

Re-Order, SET TOP THREE VENDORS; OR RE-ORDER A PREFERRED VENDOR (CONT.)

Replace, or

Delete Preferred

Vendors (Cont.)

3. Click the Re-Order or button of the vendor you want to re-order.

A to Z Construction was moved from second to first position.


REPLACE A PREFERRED VENDOR

To replace a preferred vendor:

1. Click its edit link on the Select Trade Type pane (pg. 53). The Edit Vendor Preference pane appears.

Edit Vendor Preference pane

2. Follow the same instructions as stated in step 5. on pg. 53.

3. Click the Update button. The vendor you selected appears on the Select Trade Type pane (along with a message that a vendor preference was successfully updated).

DELETE A PREFERRED VENDOR

To delete a preferred vendor (e.g., General Contractor A):

1. Click its delete link on the Select Trade Type pane (pg. 53; and at the prompt, click the Yes button to confirm the deletion).




View, Add,

Re-Order, DELETE A PREFERRED VENDOR (CONT.)

Replace, or

Delete Preferred

Vendors (Cont.)

The vendor no longer appears on the pane.

General Contractor A no longer appears on the Select Trade Type pane


Change an

Org-Chart

Display

To change the display of a organization chart from horizontal to vertical—or vice versa:


The Program tab/Org Chart page for BBY Magnolia

2. If the program you want is not displayed, click the arrow, and select the program (e.g., Ames Designs) you want to access.




Change an

Org-Chart

Display (Cont.)

The Program tab refreshes to the organization chart of the program you selected.

The Ames Designs organization chart

3. Click the Management arrow, and select how you want the organization to display (i.e., horizontally or vertically)




Change an

Org-Chart

Display (Cont.)

The organization chart refreshes to display in the manner you selected.

The Ames Designs organization now displays vertically instead of horizontally.

Accruent Administrator’s Guide (V8.0): Program Administration Manage Centers


Manage Centers

There are mall-based retailers (MBRs) who often have multiple stores of different brands within the same shopping center. (For example: The Gap, GapBody, Gap Maternity, GapKids, babyGap)

Through the Manage Centers link, you can collect an MBR’s key center-level attributes in one place. (Also, a retailer’s competition, anchors, generators, and co-tenants can be tracked at the Center level.)

In addition to adding or editing a center, you can also (if necessary), add, edit, or delete a market, market type, mall rating, center type, landlord/owner, property manager, leasing agent, mall manager, marketing director, and/or developer.


■ Add or edit a center/details (see below).

■ Add, edit, or delete a:

■ Market (see pg. 79).

■ Market type (see pg. 83).

■ Mall rating (see pg. 86).

■ Center type (see pg. 88).

■ Landlord/owner (see pg. 91).

■ Property manager (see pg. 95).

■ Leasing agent (see pg. 96).

■ Mall manager (see pg. 101).

■ Marketing director (see pg. 102).

■ Developer (see pg. 102).

Add or Edit a

Center/Details To add or edit a center:

1. Click the Manage Centers link in the Program Administration section on the dashboard (pg. 5). The Center Name page appears.

Center Name page




Add or Edit a

Center/Details

(Cont.)

2. To:

■ Add a center, see below.

■ Edit a center’s information, see pg. 77.

ADD A CENTER

To add a center:

1. Click the Add button on the Center Name page (pg. 63). The Add Center pane appears.

Add Center pane


Manage Centers Accruent Administrator’s Guide (V8.0): Program Administration


Add or Edit a

Center/Details ADD A CENTER (CONT.)

(Cont.)

2. Enter any notes (e.g., Just east of Culver City) in the Notes textbox.

3. In the General Information section:

General Information section

a. Enter the:

■ Center name (e.g., Fox Hills Mall) 22

■ Name of the metropolitan statistical area (MSA)

■ Trade area (e.g., Los Angeles)

■ SD region

b. Click the Program, Region and Country arrows, and make the appropriate selections (e.g., Accruent Offices, Southwest, USA).


_____________________________

22 If using Oracle: Because there may be multiple duplicate entities, be aware of the entity name's letter case (e.g.,

Fox Hills Mall, fox hills mall) when you enter the name in a textbox or select it from a dropdown menu, to ensure

that you are referencing the appropriate entity. (To avoid this circumstance, it is recommended that you deploy the

Accruent suite on SQL Server 2005.)



Add or Edit a


(Cont.)

c. Click the Market and Market Type arrows, and make the appropriate selections (e.g., CA – Southern California – Los Angeles, Urban).

NOTE: If you don’t see the market—or market type—you want, you must add

it to the application. To do so: Click the gray three-dotted box.

The market list appears.

Market list

…OR…

The market-type list appears.

Market-type list

See “Add, Edit, or Delete a Market” on pg. 79 and “Add, Edit, or Delete a

Market Type” on pg. 82.




Add or Edit a


(Cont.)

NOTE: (Cont.)

The market you add via this Market menu on the Add Center pane (pg. 64)

will not be linked to a region or sub-region on an org chart. However, if you

want it to, follow the instructions in “Create, Edit, or Delete a Market

For/From a Region or Sub-Region on an Organization Chart” on pg. 36, then

come back to this procedure and add the market to the center.

d. Click the Budget Creation Mode dropdown arrow, and select the appropriate mode (e.g., SLM Budgeting).

23

4. In the Location section:

The Location section

a. Enter the:

■ Street address (e.g., 5781 Sepulveda Blvd), city (e.g., Los Angeles), and zip code (e.g., 91000)

■ Cross streets (e.g., Centinela, Slauson)

■ Latitude and longitude (if known)

■ Phone number (e.g., 310-555-1212)

b. Click the State and County arrows, and make the appropriate selections (e.g., CA, Los Angeles).


_____________________________

23 Budget data can be integrated into the Accruent suite, uploaded from MS Excel; or created in the Accruent suite

(on the Budget tab). For information about budgets, see the Accruent Administrator’s Guide: Company

Administration – Part IV (Budget Administration and Lease Management).



Add or Edit a


(Cont.)

5. To add a center manager(s) in the Management Section:

The Management section

a. Click the Manager Name arrow, and select the name of the center manager (e.g., DJ Ames).

b. Click the add link. The name you selected appears.

DJ Ames was added as a center manager

c. Continue to select more managers, if desired.

Michael Bartha was also added as a manager




Add or Edit a


(Cont.)

NOTE: To delete a manager, click his/her delete link:

The manager’s name no longer appears.

Michael Bartha was removed as a manager

6. In the Center Details section:

The Center Details section




Add or Edit a


(Cont.)

a. Enter the:

■ Year the center was built (e.g.,1969)

■ Hours of operation (e.g., 9:00 am to 9:00 pm)

■ Number of levels (e.g., 3)

■ Number of parking spaces (e.g.,400)

■ The ULI center type (e.g., ??)

■ The nearest competing center (e.g., Baldwin Hills)

■ The center’s gross lease area (GLA) square footage (e.g.,55,000)

■ The center’s sales-area square footage (e.g.,48,000)

■ The center’s gross-lease-area square footage, excluding anchors (e.g.,35,000)

24

■ The number of stores in the center (e.g.,65)

■ The center’s occupancy percentage (e.g., 94%)

b. Click the appropriate radio button to indicate if the center:

■ Is enclosed

■ Has a food court

■ Has out-parcels 25

■ Has available space

c. Click the appropriate Expansion Planned and/or Renovation Planned radio button (Yes, No) to indicate if a center expansion and/or renovation is planned.


_____________________________

24 An anchor is a major store like Nordstrom, Macy’s, JCPenneys.

25 An out-parcel is a commercial lot.



Add or Edit a


(Cont.)

Then, if so (for both or either):

1) Click the Expansion Plan Date and/or Renovation Plan date calendar icon or arrow.

A calendar appears.

2) Select the projected expansion and/or renovation date (e.g. 09/04/2007) . (For the year, click the << or >> arrows to navigate backwards or forwards).

26

c. Click the Mall Rating and Center Type arrows, and make the appropriate selections (e.g., A++, Retail Mall).


_____________________________

26 If necessary, click the Clear Date link to clear out the date from the Projected Delivery Date textbox.

Calendar icon Arrow



Add or Edit a


(Cont.)

NOTE: If you don’t see the mall rating, or center type, you want, you must add it to the

application. To do so: Click the gray three-dotted box.

The mall-rating list, or center-type, list appears.

Mall-rating list

Center-type list

See “Add, Edit, or Delete a Mall Rating” on pg. 86 or “Add, Edit, or Delete a Center Type”

on pg. 88.

7. In the Contact Information section…




Add or Edit a


(Cont.)

…click the following arrows, and make and make the appropriate selections.

27

■ Landlord/Owner (e.g., Patricia Adams)

■ Property Manager (e.g., John Williams)

■ Leasing Agent (e.g., Westfield)

■ Mall Manager (e.g., Barbara Zeff)

■ Marketing Director (e.g., Jim Wilton)

■ Developer (e.g., Epoch, Inc.)

NOTE: If you don’t see the landlord owner, property manager, leasing agent, mall

manager, marketing director, and/or developer you want, you must add it/them to

the application. To do so: Click the gray three-dotted box.


_____________________________

27 When you click a arrow, a menu or list will appear. Select the name from either one.



Add or Edit a


(Cont.)

NOTE: (Cont.)

■ For Landlord/Owner, Property Manager, Mall Manager, and Marketing

Director: A members/contacts list appears.

The members/contacts list

…and…




Add or Edit a


(Cont.)

NOTE (Cont.)

■ For Leasing Agent and Developer: The employer/vendor list appears

The employer/vendor list

See:

■ “Add, Edit, or Delete a Landlord/Owner” on pg. 91.

■ “Add, Edit, or Delete a Property Manager” on pg. 95.

■ “Add, Edit, or Delete a Leasing Agent” on pg. 96.

■ “Add, Edit, or Delete a Mall Manager” on pg. 101.

■ “Add, Edit, or Delete a Marketing Director” on pg. 102.

■ “Add, Edit, or Delete a Developer” on pg. 102.

8. Click the Add button on the Add Center pane (pg. 64) to save the information (or the window’s to close without saving).




Add or Edit a


(Cont.)

The center name appears on the Center Name page (along with a message that a center was successfully added).

The Fox Hills Mall was added to the Center Name page

(Cont.) …and displays as follows on the Center tab:

Center: Fox Hills Mall displays on the Center tab28


_____________________________

28 If, in the Budget Information section of the tab, if a column name should be changed or added to the center’s

assigned budget template, the changed/new names will auto-change/appear here also.



Add or Edit a


(Cont.)

NOTE: Clicking the center’s + sign reveals its details.

Details (i.e., affiliated program and region) for the Fox Hills Mall center

EDIT CENTER INFORMATION

To edit a center’s (e.g., Fox Hills Mall) information:

1. Click its edit link on the Center Name page (pg. 63). 29


_____________________________

29 If using Oracle : Because there may be multiple duplicate entities, be aware of the entity name's letter case (e.g., Fox

Hills Mall, fox hills mall) when you enter the name in a textbox or select it from a page or dropdown menu, to ensure

that you are referencing the appropriate entity. (To avoid this circumstance, it is recommended that you deploy the

Accruent suite on SQL Server 2005.)



Add or Edit a

Center/Details EDIT A CENTER (CONT.)

(Cont.)

The Edit Center pane appears.

Edit Center pane

2. Follow steps 2. through 8. on pgs. 65-77, under “Add a Center”.

3. Click the Update button on the Edit Center pane to save the information (or the window’s to close without saving).



Add, Edit, or

Delete a Market

NOTE: The market you add via this procedure will not be linked to a region or sub-region

on an org chart. However, if you want it to, follow the instructions in “Create, Edit, or

Delete a Market For/From a Region or Sub-Region on an Organization Chart” on pg. 36.

To add, edit, or delete a market to/from the market list:

1. Click the Manage Centers link (pg. 5) in the Program Administration section on the dashboard. The Center Name page appears (pg. 63).

2. Click the Add button. The Add Center pane appears (pg. 64).

3. Click the gray three-dotted box next to the Market menu.

The market list appears. 30

Market list

4. To:

■ Add a market, see pg. 80.

■ Edit the name or description of a market, see pg. 81.

■ Delete a market, see pg. 82.


_____________________________

30 The markets displayed in this list may be from any part of the U.S., not just from the selected region on the Add

Center page (pg. 64)―and some may be linked a region or sub-region on a site’s/facility’s/project’s organization

chart. (The only way to tell is to look at the site’s [or project’s, facility’s] Program org chart. For any market not

linked to a region or sub-region on an organization chart, to do so: See “Create, Edit, or Delete a Market For/From

a Region or Sub-Region on an Organization Chart” on pg. 36.)



Add, Edit, or

Delete a Market ADD A MARKET

(Cont.)

To add a market to the market list:

1. Click the Add button on the list (pg. 79). The Add Item pane appears.

Add Item pane

2. Enter the name (e.g., Andover) and description (e.g., Andover, Connecticut) of the market, then click the Add button to save the information (or the window’s to close without saving). The name of the market appears in the Market menu textbox on the Add Center pane (pg. 64).

…and clicking the gray three-dotted box next to the textbox reveals the name on the list.

Andover was added to the market list




Add, Edit, or

Delete a Market EDIT A MARKET

(Cont.)

To edit the name and/or description of a market (e.g., Andover):

1. Click its edit button on the market list (pg. 79). The Edit Item pane appears.

Edit Item pane

2. Edit any information, then click the Update button to save the information (or the window’s to close without saving). The Market menu on the Add Center pane (pg. 64). appears with the name of the selected market (e.g., Ashford):

…and clicking the gray three-dotted box next to the textbox reveals the edited information.

The Andover market was changed to Ashford




Add, Edit, or

Delete a Market DELETE A MARKET

(Cont.)

To delete a market (e.g., Ashford) from the market list (pg. 79): Click its delete button on the list (and at the prompt, click the Yes button to confirm the deletion).

NOTE: If the market was chosen for any facility, then you will receive the following

system message. Click the Dismiss button to cancel the deletion.

The market list reappears without the name of the market (along with a message indicating that the item was successfully deleted).

Add, Edit,

or Delete a

Market Type

To add, edit, or delete a market type to/from the market-type list:

1. Click the Manage Centers link in the Program Administration section on the dashboard (pg. 5). The Center Name page appears (pg. 63).


3. Click the gray three-dotted box next to the Market Type menu.

The market-type list appears.

Market-type list




Add, Edit,

or Delete a

Market Type

(Cont.)

4. To:

■ Add a market type, see below.

■ Edit the name or description of a market type, see pg. 84.

■ Delete a market type, see pg. 84.

ADD A MARKET TYPE

To add a market type to the market-type list (pg. 82).

1. Click the Add button on the list. The Add Item pane appears.

Add Item pane

2. Enter the name (e.g., Marina) and description (e.g., Within 1 mile of coastline) of the market, then click the Add button to save the information (or the window’s to close without saving). The name of the market type appears in the Market Type menu textbox on the Add Center pane (pg. 64).


Marina was added to the market-type list




Add, Edit,

or Delete a EDIT A MARKET TYPE

Market Type

(Cont.) To edit the name and/or description of a market type (e.g., Marina):

1. Click its edit button on the market-type list (pg. 82). The Edit Item pane appears.

Edit Item pane

2. Edit any information, then click the Update button to save the information (or the window’s to close without saving). The Market Type menu on the Add Center pane (pg. 64) appears with the name of the selected market type:


The description was changed from Within 1 mile of coastline to Within 2 miles of coastline

DELETE A MARKET TYPE

To delete a market type (e.g., Marina) from the market-type list : Click its delete button on the list (pg. 82; and at the prompt, click the Yes button to confirm the deletion).




Add, Edit,

or Delete a DELETE A MARKET TYPE (CONT.)

Market Type

(Cont.) NOTE: If the market type was chosen for any center, then you will receive the following


The market-type list reappears without the name of the market type (along with a message indicating that the item was successfully deleted).

The Marina market type no longer appears on the market-type list

Add, Edit,

or Delete a

Mall Rating

To add, edit, or delete a mall rating to/from the mall-rating list:



3. Click the gray three-dotted box next to the Mall rating menu.




Add, Edit,

or Delete a

Mall Rating

(Cont.)

The mall-rating list appears.

Mall-rating list

4. To:

■ Add a mall rating, see below.

■ Edit the name or description of a mall rating, see pg. 87.

■ Delete a mall rating, see pg. 87.

ADD A MALL RATING

To add a mall rating to the mall-rating list:

1. Click the Add button on the list (see above). The Add Item pane appears.

Add Item pane

2. Enter the name (e.g., Excellent) and description (e.g., Good amount of customer traffic) of the mall rating, then click the Add button to save the information (or the window’s to close without saving). The name of the mall rating appears in the Mall Rating menu textbox on the Add Center pane (pg. 64).


Excellent was added to the mall-rating list




Add, Edit,

or Delete a EDIT A MALL RATING

Mall Rating

(Cont.) To edit the name and/or description of a mall rating (e.g., Excellent):

1. Click its edit button on the mall-rating list (pg. 86). The Edit Item pane appears.

Edit Item pane

2. Edit any information, then click the Update button to save the information (or the window’s to close without saving). The Mall Rating menu on the Add Center pane (pg. 64). appears with the name of the selected mall rating(e.g., Excellent):


The description was changed from Good amount of customer traffic to

Very heavy customer traffic

DELETE A MALL RATING

To delete a mall rating (e.g., Excellent) from the mall-rating list: Click its delete button on the list (pg. 86; and at the prompt, click the Yes button to confirm the deletion).




Add, Edit,

or Delete a DELETE A MALL RATING (CONT.)

Mall Rating

(Cont.) NOTE: If the mall rating was chosen for any center, then you will receive the following


The mall-rating list reappears without the name of the mall rating (along with a message indicating that the item was successfully deleted).

Add, Edit,

or Delete a

Center Type

To add, edit, or delete a center type to/from the center-type list:



3. Click the gray three-dotted box next to the Center Type menu.

The center-type list appears.

Center-type list




Add, Edit,

or Delete a

Center Type

(Cont.)

4. To:

■ Add a center type, see below.

■ Edit the name or description of a center type, see pg. 90.

■ Delete a center type, see pg. 91.

ADD A CENTER TYPE

To add a center type to the center-type list:

1. Click the Add button on the list (see above). The Add Item pane appears.

The Add Item pane

2. Enter the name (e.g., Large lot) and description (e.g., Five acres) of the center type, then click the Add button to save the information (or the window’s to close without saving). The name of the center type appears in the Center Type menu textbox on the Add Center pane (pg. 64).


Large lot was added to the center list




Add, Edit,

or Delete a EDIT A CENTER TYPE

Center Type

(Cont.) To edit the name and/or description of a center type (e.g., Large lot):

1. Click its edit button on the center-type list (pg. 88). The Edit Item pane appears.

The Edit Item pane

2. Edit any information, then click the Update button to save the information (or the window’s to close without saving). The Center Type menu on the Add Center pane (pg. 64) appears with the name of the selected center type(e.g., Large commercial lot):.


The name was changed from Large lot to

Large commercial lot




Add, Edit,

or Delete a DELETE A CENTER TYPE

Center Type

(Cont.) To delete a center type (e.g., Large lot) from the center-type list: Click its delete button on the list (pg. 88; and at the prompt, click the Yes button to confirm the deletion).

NOTE: If the center type was chosen for any center, then you will receive the following


The center-type list reappears without the name of the center type (along with a message indicating that the item was successfully deleted).

Add, Edit,

or Delete a

Landlord/

Owner

To add, edit, or delete a landlord/owner to/from the members/contacts list:



3. Click the gray three-dotted box next to the Landlord/Owner menu.

The members/contacts list appears.

The members/contacts list




Add, Edit,

or Delete a

Landlord/

Owner (Cont.)

4. To:

■ Add a landlord/owner, see below.

■ Edit a landlord/owner’s information, see pg. 93.

■ Delete a landlord/owner, see pg. 95.

ADD A LANDLORD/OWNER

To add a landlord/owner:

1. Click the Add button on the members/contacts list (pg. 91). The Add Contact pane appears.

The Add Contact pane

2. See steps 2. through 10.g. in the “Add or Enter a Member/Contact”

procedure in the Accruent Administrator’s Guide: Member Administration.




Add, Edit,

or Delete a ADD A LANDLORD/OWNER (CONT.)

Landlord/

Owner (Cont.) 3. When done, click the Add button on the Add Contact pane, to save the information (or the window’s to close without saving). The name of the landlord/owner (e.g., Dawn Afton) appears in the Landlord/Owner menu textbox on the Add Center pane (pg. 64).

...and if you click the gray three-dotted box next to the name, the members/ contacts list appears with the name of the new landlord/owner.

Dawn Afton, as landlord/owner, was added to the members/contacts list 31

EDIT LANDLORD/OWNER INFORMATION

To edit a landlord/owner’s (e.g., Dawn Afton) information:

1. Click his/her edit link on the members/contacts list (see above).


_____________________________

31 If the individual was designated as a member (instead of a contact), then Yes appears in the Member? Column.



Add, Edit,

or Delete a EDIT LANDLORD/OWNER INFORMATION (CONT.)

Landlord/

Owner (Cont.) The Edit Contact pane appears.

The Edit Contact pane

2. Edit any information. (See steps 2. through 10.g. in the “Add or Enter a

Member/Contact” procedure in the Accruent Administrator’s Guide: Member Administration.)

3. When done, click the Update button on the Edit Contact pane to save the information (or the window’s to close without saving). The name of the landlord/owner (e.g., Dawn Afton) appears in the Landlord/Owner menu textbox on the Add Center pane (pg. 64)

...and if you click the gray three-dotted box next to the name, the members/contacts list appears (pg. 91), displaying any edited information.




Add, Edit,

or Delete a DELETE A LANDLORD/OWNER

Landlord/

Owner (Cont.) To delete a landlord/owner (e.g., Dawn Afton) from the members/contacts list (pg. 91): Click his/her delete button on the list (and at the prompt, click the Yes button to confirm the deletion).

NOTE: If the landlord/owner was chosen for any center, then you will receive the

following system message. Click the Dismiss button to cancel the deletion.

The person’s name no longer appears on the members/contacts list (along with a message indicating that an item was successfully deleted).

Add, Edit,

or Delete a

Property

Manager

To add, edit, or delete a property manager to/from the property-manager list:



3. Click the gray three-dotted box next to the Property Manager menu.

The members/contacts list appears (pg. 91).




Add, Edit,

or Delete a

Property

Manager

(Cont.)

4. To:

■ Add a property manager: Follow the same instructions as stated under “Add a Landlord/Owner” on pg. 92.

■ Edit a property manager’s information: Follow the same instructions as stated under “Edit Landlord/Owner Information” on pg. 93.

■ Delete a property manager: Follow the same instructions as stated under “Delete a Landlord/Owner” on pg. 95.

Add, Edit,

or Delete a

Leasing Agent

To add, edit, or delete a leasing agent to/from the leasing-agent list:



3. Click the gray three-dotted box next to the Leasing Agent menu.




Add, Edit,

or Delete a

Leasing Agent

(Cont.)

The employer/vendor list appears.

The employer/vendor list

4. To:

■ Add a leasing agent, see pg. 98.

■ Edit a leasing agent’s information, see pg. 100.

■ Delete a leasing agent, see pg. 101.




Add, Edit,

or Delete a ADD A LEASING AGENT

Leasing Agent

(Cont.) To add a leasing agent:

1. Click the Add button on the employer/vendor list (pg. 97). The Add Employer pane appears.

Add Employer pane

2. Follow the same instructions as stated under “Add an

Employer/Vendor” in the Manage Employers section of the Accruent Administrator’s Guide: Member Administration.

3. When done, click the Add button on the Add Employer pane, to save the information (or the window’s to close without saving). The name of the leasing agent (e.g., ABC Realty) appears in the Leasing agent menu textbox on the Add Center pane (pg. 64).




Add, Edit,

or Delete a ADD A LEASING AGENT (CONT.)

Leasing Agent

(Cont.) ...and if you click the gray three-dotted box next to the name, the employer/vendor list appears with the name of the new leasing agent.

ABC Realty was added to the employer/vendor list

NOTE: To see an employer’s or vendor’s information, click his/her + sign. The

entry expands to reveal the information.

ABC Realty’s information




Add, Edit,

or Delete a EDIT LEASING-AGENT INFORMATION

Leasing Agent

(Cont.) To edit a leasing agent’s (e.g., ABC Realty) information:

1. Click its edit link on the employer/vendor list (pg. 97). The Edit Employer pane appears.

Edit Contact pane

2. Edit any information. (Follow the same instructions as stated under “Add an Employer/Vendor” in the Manage Employers section of the Accruent Administrator’s Guide: Member Administration.)

3. When done, click the Update button on the Edit Contact pane to save the information (or the window’s to close without saving). The name of the leasing agent (e.g., ABC Realty) appears in the Leasing Agent menu textbox on the Add Center pane (pg. 64).

...and if you click the gray three-dotted box next to the name, the employer/ vendor list appears (pg. 97).

4. Click the + sign next to the employer’s name to reveal its information (see the NOTE on pg. 99.)




Add, Edit,

or Delete a DELETE A LEASING AGENT

Leasing Agent

(Cont.) To delete a leasing agent’s information (e.g., ABC Realty): Click its delete link on the employer/vendor list (pg. 97; and at the prompt, click the Yes button to confirm the deletion).

NOTE: If the leasing agent was chosen for any center, then you will receive the following


The person’s name no longer appears on the employer/vendor list (along with a message indicating that an item was successfully deleted).

Add, Edit,

or Delete a

Mall Manager

To add, edit, or delete a mall manager to/from the mall-manager list:



3. Click the gray three-dotted box next to the Mall Manager menu.


4. To:

■ Add a mall manager: Follow the same instructions as stated under “Add a Landlord/Owner” on pg. 92.

■ Edit a mall manager’s information: Follow the same instructions as stated under “Edit Landlord/Owner Information” on pg. 93.

■ Delete a mall manager: Follow the same instructions as stated under “Delete a Landlord/Owner” on pg. 95.



Add, Edit,

or Delete a

Marketing

Director

To add, edit, or delete a marketing director to/from the marketing-director list:



3. Click the gray three-dotted box next to the Marketing Director menu.


4. To:

■ Add a marketing director: Follow the same instructions as stated under “Add a Landlord/Owner” on pg. 92.

■ Edit a marketing director’s information: Follow the same instructions as stated under “Edit Landlord/Owner Information” on pg. 93.

■ Delete a marketing director: Follow the same instructions as stated under “Delete a Landlord/Owner” on pg. 95.

Add, Edit,

or Delete a

Developer

To add, edit, or delete a developer to/from the developer list:



3. Click the gray three-dotted box next to the Developer menu.

The employer/vendor list appears (pg. 97).

4. To:

■ Add a developer: Follow the same instructions as stated under “Add a Leasing Agent” on pg. 98.




Add, Edit,

or Delete a

Developer

(Cont.)

■ Edit a developer’s information: Follow the same instructions as stated under “Edit Leasing-Agent Information” on pg. 100.

■ Delete a developer: Follow the same instructions as stated under “Delete a Leasing Agent” on pg. 101.

Accruent Administrator’s Guide (V8.0): Program Administration Manage Special Projects


Manage Special Projects

Special projects are activities conducted for various entities within a single program (e.g., painting of facility buildings, annual re-landscaping of various external facilities; parking-lot repavements). In other words, a “consolidated” project for various facilities.


■ Add a special project (see below).

■ Edit a special project (see pg. 122).

Add or Edit

a Special

Project NOTE: Before you can add a special project, make sure that an Operating organization

chart exists for the project’s selected program (e.g., Ames Designs).32

The Operating organization chart for the Ames Designs program


_____________________________

32 There are two types of organization charts for a program: Pre-Open and Operating. Pre-open organization charts

are set up for sites and projects that will become facilities. (A site is a location that may become a project in the

future; a project is a location that an owner has committed resources to, to actively develop into a facility).

Operating organization charts are set up for existing facilities. (A facility is a completed project.) For information

about organization charts, see the “Manage Regions/Org Chart” in the Accruent Administrator’s Guide: Program

Administration.

Manage Special Projects Accruent Administrator’s Guide (V8.0): Program Administration


Add or Edit

a Special Project

(Cont.)

To add or edit a special project:

1. Click the Manage Special Projects link in the Project Administration section on the dashboard (pg. 5). The Manage Special Project tab appears.

Manage Special Project tab

2. To

■ Add a special project, see below.

■ Edit a special project, see pg. 122.

ADD A SPECIAL PROJECT

To add a special project:

1. Click the Add button on the Manage Special Project tab (above). The Program Set-Up page appears, with the Special Project radio button selected.

Project Set-up > Program Set-Up page




Add or Edit a

Special Project ADD A SPECIAL PROJECT (CONT.)

(Cont.)

NOTE:

You are now in the Entity Set-up Wizard, which you can also reach by clicking the

Entity Set-up Wizard link on the Administration tab.33

2. Click the dropdown-menu arrow, and select the project’s applicable program (e.g., Ames Designs).

34

3. Click the Go To Next Step button.


_____________________________

33 For detailed information about the Entity Set-Up Wizard, see “The Entity Set-Up Wizard” in the Accruent

Administrator’s Guide: General Information, Entity Set-up Wizard, and System-Administration Reports.

34 If you do not see the program you want, you must enter it into the application. See “Enter or Edit a Program/

Details” in the Accruent Administrator’s Guide: Program Administration.



Add or Edit a


(Cont.)

The Add Special Project pane appears (in a separate window).

Add Special Project pane

4. In the General Information section:

a. Enter the name of the special project (e.g., Annual Re-

Landscaping).




Add or Edit a


(Cont.)

b. Click the Region dropdown arrow, and select the applicable region (e.g., West Coast).

NOTE:

If no regions exist on the named program’s Operating organization chart (pg.

Error! Bookmark not defined.), the Region dropdown menu will be empty.35

What displays in the Region

dropdown menu if an Operating

organization chart does not exist for

the special project’s selected

program

What displays in the Region

dropdown menu if an Operating

organization chart does exist for the

special project’s selected program

To populate the menu, see “Create, Edit, or Delete a Region on an

Organization Chart” in the Accruent Administrator’s Guide: Program

Administration.

c. Click the Market dropdown menu, and select the applicable market (e.g., CA – Southern California).

36


_____________________________

35 If creating a site or project, a Pre-Open org chart (with regions) must exist for the selected program; if creating a

facility, an Operating (with regions) org chart must exist for the selected program.


region on an org chart. (The only way to tell if a market is linked to a region or sub-region on an org chart is to look

at the org chart [see “Manage Regions/Org Chart” in the Accruent Administrator’s Guide: Program

Administration].To see how to link a market to a region or sub-region on an org chart, see “Create a Market Under

a Region” or “Create a Market Under a Sub-Region” in the “Create, Edit, or Delete a Market on an Organization

Chart” in the Accruent Administrator’s Guide: Program Administration.)



Add or Edit a


(Cont.)

NOTE: If you don’t see the market you want, you must add it to the application. To

do so: Click the gray three-dotted box.

The appropriate list appears.

The market list

See “Add, Edit, or Delete a Market” on pg. 79. (However, if you want to link the

market to region or sub-region on an organization chart, see “Create a Market Under

a Region” or “Create a Market Under a Sub-Region” in “Create, Edit, or Delete a

Market on an Organization Chart” in the Accruent Administrator’s Guide – Program

Administration.)




Add or Edit a


(Cont.)

d. Click the Projected Delivery Date calendar icon or arrow (a calendar appears); and select the projected delivery date (e.g., December 15, 2010). (For the year, click the << or >> arrows to navigate backwards or forwards).

37

e. Select the Schedule Creation Mode and Budget Creation Mode dropdown menus, and select the appropriate modes (e.g., SLM Editor, SLM Budgeting).

38


_____________________________

37 If necessary, click the Clear Date link to clear out the date from the Projected Delivery Date textbox.

38 The schedule data can be integrated into the Accruent suite, uploaded from MS Project, or created in the Accruent

suite (on the Schedule tab); and budget data can be integrated into the application, uploaded from MS Excel, or

created in the application (on the Budget tab).For information about budgets, see the Accruent Administrator’s

Guide: Company Administration – Part IV (Budget Administration and Lease Management).



Add or Edit a


(Cont.)

f. Click the Project Type dropdown arrow, and select the appropriate project type (e.g., Gardening).

NOTE: If you don’t see the project type you want, you must add it to the application.

To do so: Click the gray three-dotted box.

The project-type list appears.

Project-type list

See “Add, Edit, or Delete a Project Type” on pg. 123.

5. In the Manager Name section:

a. Click the <SELECT> dropdown menu, and select a manager (e.g.,

Julie Armstrong).




Add or Edit a


(Cont.)

b. Click the add link. The individual’s name is added as a manager.

c. To add more managers, as applicable: Repeat steps 5.a and 5.b.

6. In the Related Entities section:

a. Click the Associate Entities with this Special Project button. The

Choose the Related Project Entity Types pane appears.

Choose the Related Project Entity Types pane




Add or Edit a


(Cont.)

b. In the Available Entity Types textbox, select the relevant entities (e.g., Facilities)

c. Click the arrow to move it/them to the Entity types to be included in the Special Project textbox.

d. Under Choose Related Project Entities based on geographics:

1) Click the relevant radio button (e.g., Program, Region, Sub-Region, etc.) to further filter the search criteria for selecting entities for the special project. (The three examples below are based on Program, Market Area, and Zip Code. If you don’t choose any filters, then all data will be included in the search.) Based on which button you select, the textbox will refresh to reveal their relevant entries.

Filter based on Program




Add or Edit a


(Cont.)

Filter based on Market Area

Filter based on Zip(Code)

2) Select one or more geographical entries (e.g., CA – Northern California; CA – Southern California).

Two market areas (CA – Northern California and CA – Southern California) are selected




Add or Edit a


(Cont.)

3) Click the Add Filter button. The pane refreshes, the radio button for the geographical area you chose (e.g., Market Area) is grayed out; and the market areas you selected (CA – Northern California, CA – Southern California) display at the bottom of the pane.

7. Click the Next button. The Choose the Related Project Entities pane appears.

Choose the Related Project Entities pane




Add or Edit a


(Cont.)

8. In the Available Entities textbox: Select one or more entities, then click the arrow to move them to the Entities Includes in the Special Project textbox.

9. Click the Finish button.




Add or Edit a


(Cont.)

The Add Special Project pane reappears, with the entities you chose displayed in the Related Entities textbox.

10. Enter any notes.

11. Click the Add button.




Add or Edit a


(Cont.)

The Setting Up: Annual Re-Landscaping pane appears.

Setting Up: Annual Re-Landscaping pane

12. From here on end: Follow the same instructions as stated in steps 12. through 16. of the “Create a Site” procedure in the Accruent Administrator’s Guide – General Information, Entity Set-Up Wizard, and System-Administration Reports.

39

IMPORTANT: Since you are now in the wizard, if you exit the wizard or the

application without completing the session—the special project will not be

added to the Accruent suite. However, later on, you can then either pick up

where you left off or start over.


_____________________________

39 Those instructions will tell you how to set up members, select a schedule template, and set the project’s budget

baseline.



Add or Edit a


(Cont.)

IMPORTANT: (Cont.)

■ To pick up where you left off:

1. Click the Administration tab on your dashboard, then click the

Entity Set-up Wizard button. The following message may

appear. 40

Status of the Annual Re-Landscaping special-project wizard set-up

2. Click the Recover <Facility Name> link. The wizard will open

to where you left off.

■ If the above message doesn’t appear, then—to start over:

1. Click the Administration tab on your dashboard.

2. Click the Entity Set-up Wizard link again (pg. 106; the Program

Set-up page appears), OR click the Manage Special Projects link in the

Project Administration section of the dashboard (pg. 3). The Manage

Special Projects tab appears (pg. 105).

3. Click the Add button on the Manage Special Projects tab. The Add

Special Project pane appears (pg. 107), to start over. (However, you are no

longer in the wizard. The only thing you can do is add a facility; you

cannot add a folder template for the facility—or facility members [as is

done further on in this procedure.])


_____________________________

40 The special-project name will be that of the one you were creating.



Add or Edit a


(Cont.)

13. When you click the Finish Set-up button after setting the project’s budget baseline (the last step in the wizard):

■ The Special Project <Project Name> tab appears, displaying all of the information you just entered.

The Annual Re-Landscaping special project41

…AND…


_____________________________

41 If, in the Budget Information section of the tab, if a column name should be changed or added to the special

project’s assigned budget template, the changed/new names will auto-change/appear here also.



Add or Edit a


(Cont.)

■ The special-project name (e.g., Annual Re-Landscaping) also now appears on the Manage Special Projects tab.

Annual Re-Landscaping appears on the Manage Special Projects tab

14. Click the project’s + sign to see more information.

Annual Re-Landscaping details




Add or Edit a

Special Project EDIT A SPECIAL PROJECT

(Cont.)

To edit a special project (e.g., Annual Re-Landscaping):

1. Click the project’s edit link on the Manage Special Project tab (pg. 105).

The Edit Special Project tab appears.

Edit Special Project tab

2. To edit any information: Follow the same instructions as stated in steps 4. through 10. on pgs. 107-117.

3. Click the Update button to save the information and exit.



Add, Edit

or Delete a

Project Type NOTE:

This procedure is part of step 4.f on pg. 111 (under “Add a Special Project” on pg. 105).

To add, edit, or delete a project type to/from the project-type list:

1. Click the three-dotted box next to the Project Type menu on the Add Special Project pane (pg. 107). The project-type list appears.

The project-type list appears.

Project-type list

2. To:

■ Add a project type, see below.

■ Edit a project type, see pg. 124.

■ Delete a project type, see pg. 125.

ADD A PROJECT TYPE

To add a project type:

1. Click the Add button on the list (see above). The Add Item pane appears (in a separate window).

Add Item pane




Add, Edit,

or Delete a ADD A PROJECT TYPE (CONT.)

Project Type

(Cont.) 2. Enter the name (e.g., Gardening) and description (e.g., Annual Re-Landscaping) of the project, then click the Add button to save the information (or the window’s to exit without saving). The name of the project type (e.g., Gardening) appears in the Project Type menu textbox on the Add Special Project pane (pg. 107).


Gardening was added to the project-type list

EDIT A PROJECT TYPE

To edit the name and/or description of a project type (e.g., Gardening):

1. Click its edit button on the project-type list (above).

The Edit Item pane appears (in a separate window).

Edit Item pane




Add, Edit,

or Delete a EDIT A PROJECT TYPE (CONT.)

Project Type

(Cont.) 2. Edit any information; then click the Update button to save the information (or the window’s to exit without saving). The Project Type menu on the Add Special Project pane (pg. 107) appears with the name of the selected market type(e.g., Marina)…

…and clicking the gray three-dotted box next to the textbox reveals the edited information…

The description was changed from Annual re-landscaping

to Annual re-landscaping - Exterior

DELETE A PROJECT TYPE

To delete a project type (e.g., Gardening) from the project-type list: Click its delete button on the list (see above; and at the prompt, click the Yes button to confirm the deletion).

NOTE: If the project type was chosen for any special project, then you will receive the

following system message. Click the Dismiss button to cancel the deletion.

The project-type list reappears without the name of the project type (along with a message indicating that the item was successfully deleted).

Accruent Confidential and Proprietary, Copyright © 2012

Accruent 8.0 Administrator’s Guide: Program Administration

Accruent, LLC 10801-2 North MoPac Expressway Suite 400 Austin, TX 78759

www.accruent.com

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