Understanding properties and tenancies

The portfolio links buildings, units, people and contracts. The property provides the frame; a unit is, for example, a flat, a shop or a parking space.

1. 1

   Open a property and switch to its units.

2. 2

   Open a unit to follow its occupancy and the related tenancies.

3. 3

   Use "Leases" for contract data and rent, and "Contacts" for the people and companies involved.

4. 4

   Under "More details & marketing" of the property, record EGID, storeys, GEAK, Minergie label and heating in "Building (GWR)" and "Energy". "Take over from the GWR" shows the values of the federal building register next to yours; only what you tick is taken over.