OVERVIEW

This guide will help train Property Managers on properties with both Properties & Facilities and Asset Management in the usage and benefits of AM. 

This task is completed by a member of the support team or the project manager during the second training call or as a standalone. 

Requirements:

• Property with Asset Management

HOW TO

1. If not already doing so, have property manager log into WorkSpace and share their screen. 
2. Have the property manager click on Asset Management > Properties link.
   
3. Explain that AM is fueled by a nightly import from their accounting system. It provides up to date financial information so they can see the same numbers their owners and asset managers are looking at without having to navigate an accounting system or run queries. 
4. If property manager has multiple properties use this page to show them they can use this page to compare properties against each other and see the overall performance of their properties above.
   
5. Have them click on a property name
6. Tell them we'll walk through the pieces most used by property managers
7. On the dashboard page briefly describe that they can see their budget and variances at a glance on the right hand side and a variety of metrics in graph form. 
8. Click on "Leasing" tab
9. If Current Leasing Pipeline is populated with data explain that this is being fed from their VTS system. If it's empty explain that info would be pulled from a VTS system. 
   
10. Show data below that highlights new leases, renewals, vacancies, and upcoming expirations. Explain this can be pulled up on the mobile device as well and along with the real-time stacking plan it is very useful for tours. 
    
11. Click on Rent Roll tab
12. Rent Roll shows current rent roll and lease details. Show date picker, this tool is useful because you can see historical data as far back as the information is in your accounting system. This is true across the entire asset management system.
    
13. Highlight an individual rent roll item and point out the following: Lease dates as well as move in/out if applicable and rent. Different lease generations, which spaces they occupy, charge schedules with individual charges, and lease options. 
    
14. Click on Budget tab
15. Shows monthly as well as annual budget as soon as they're closed in your accounting system. If they have multiple business units show how it can split budgets. Helpful to spot variances like OpEx overages. Point out that historical information is available here as well. Compare old budgets when making new ones. 
16. Click on A/R tab
17. Shows you who owes you what updated daily. Point to an individual tenant record. Show we break it down by how old individual charges are, so you know who's been slacking on paying their bills and who has prepaid you. 
    
18. Find a record with open charges and click it. Show individual charges, in case someone wants to know why they owe you $5000. 
19. Click Asset Management > Reports
20. Property managers have found a lot of use in the Property Summary report. Click on it. 
    
21. This can cut down on reporting time as you can custom create a report for all the information in our system across business units, properties, and dates. Pick what's useful and it puts it together in one big PDF.