The article has been updated successfully.Portfolio Grid Edit
This powerful feature allows users with administrative access to edit multiple portfolios from one screen. With just a few clicks, you can update certain fields in portfolios, buildings, units, management fee rules, leases and contacts.
To Access Grid Edit:
1. Click on the Properties tab.
2. In the sidebar, click on the Grid Edit link; this opens Portfolio Grid Edit.
* Note to Administrators: Portfolio Grid Edit is a powerful tool that allows you to quickly modify fields across portfolios and as such is limited to users with administrative rights. Keep this in mind when creating new user accounts as you may wish to limit the number of users who have access to this feature.
Working with Grid Edit:
You can specify views of data to display by selecting from All Portfolios, All Buildings, All Rentable Units, All Management Fee Settings, All Leases and All Contacts. The columns displayed in the grid depend on which view is selected. By default, the All Portfolios view is displayed.
You can edit text directly within a column by clicking on the data to be edited, making the change and pressing enter or tab to move out of the cell just edited.
You can sort the data in columns by clicking on a column heading and selecting a sort order.
You can choose which columns to display by clicking on the Edit Columns button.
The Edit Filters button allows you to set filters to limit the data that is displayed in the grid.
The Mass Update button allows you to update values within a particular field for all records displayed in the grid.
Scenario: Let's say that you wish to adjust the Target Rent on your 1-bedroom apartments from $900/month to $1000 month but only at one of your properties which is located on Blaisdell Avenue. You would first select the All Rentable Units view. Next create a filter to select only 1-bedroom apartments at Blaisdell Avenue.
Assuming you have only one property on Blaisdell Avenue and all 1-bedroom apartments will be updated, your filter would look like this:
Bedrooms equals 1
Address contains Blaisdell
On the other hand, if the Blaisdell property has 1-bedrooms with rents that are less than or greater than $900, and you only want to adjust those that currently have a $900/month Target Rent, your filter would look like this:
Bedrooms equals 1
Address contains Blaisdell
Target Rent equals 900
NOTE: When entering a dollar amount, do not include the $ sign!
Confirm that only the units to be edited are displayed. It is important to note that by default only 10 rows of data are displayed. If necessary, increase Show rows to 25, 50, 100 or higher to display more rows of data. You can also move from page to page by clicking the arrows located next to the page numbers.
Finally, use the Mass Update function to update the Target Rent data. Click on the Mass Update function and select the column to be updated -- in this case that would be Target Rent -- then enter the new value -- $1000 -- and click Submit. The Target Rents for all 1-bedroom apartments at the Blaisdell address displayed in the grid have been updated to $1000.
NOTE: If the field to be updated was contained in your filter, once that field has been updated with the new value, the records will no longer display because the records no longer match your filter criteria! To display those records that were updated, modify your filter. Using the second filter example above, the new filter would be:
Bedrooms equals 1
Address contains Blaisdell
Target Rent equals 1000
Keep in mind that the number of records displayed could be more than the number that were updated if the property already had 1-bedroom apartments with a $1000/month Target Rent.
Portfolio Grid Edit
Article Details
Last Updated
26th of April, 2012
