The Development Edit view details the current status and allows creation and editing of all aspects of the development. Documents associated with the development are available as well and can be quickly added or edited. The current status of the development can be updated quickly from this view.
Edit View
To see the Development Edit view double click the development as listed in the Developments view or click to highlight and click the [Edit View] button in the Developments view quick button group.
Work Area Edit Header and Menu
- Development Summary - key details about the Development including the current status
- [Actions] - access the Real Estate Portals to view and upload the development details for online access.
- [Summary] button to quickly open the Development Summary view.
- Development Work Area Menu - Shortcuts to the relevant area of interest within the work area.
| Bookmark | Description |
|---|---|
|
Work Flows |
Workflow panel for tracking and visibility |
| Development Details | Key development details |
| Location | Use Google maps to locate the development and add location details |
|
Profile |
Project profile for the development used to populate your web presence. |
| Stages | Create project stages based on your criteria |
| Unit Floor Plan Types | Create and edit unit floor plan types |
| Unit Layout | View, create, edit apartment unit location and floor plans |
| Contacts | Lists Contacts linked to the development. Allows tracking of all relevant people on a project (architect, engineer etc) allowing you to quickly see important communications (such as variations or issues) |
| Images | Add images related to the development |
|
Documents |
Lists attached documents with search and filter options |
For each development a development work flow plan can be set up to monitor progress. Track the project from concept through to completion. The plan is visible in the Development Summary view.
- Enter you estimated start dates for each of the projects stages.
- Enter you estimated start dates for each of the projects stages.
- Click [Save] to save your updated work flow plan.
Note that the actual dates will be auto completed as the development progresses to completion but that also that the dates can be amended from this view.
The development details will form the core information that will appear on your public development web site. It does requires pre-configuration with your online portal provider. Once configured and established any updates can be solely managed from CompleteEmpire which can auto populate the web presence using a single entry for all areas.
- Add and edit additional details relating to the development project that have not been added during the initial set up, noting that some fields will require prior set up or accounts to be created.
- Add any private notes.
- Click [Save] to save your additions and edits.
- Click [Notifications] if you wish to send a automated notification to the managing sales agent when an online website enquiry is made.
- Subject - enter email/notification subject - leave blank to use the default Development Name
- Body text - prepare your response to the enquiry including merged fields, images and links to documents in the DMS
- Alert To - i the following fields are not completed enter the person to whom the alert is to be sent.
- Notify Real Estate Agency/Sales Agent - complete if appropriate
- Tick box {Would you like to CC the buyer?} - t his will send an email to the prospective buyer. Word the body text as appropriate.
- Click [OK] to save and return to the Development Details edit window.
When a new development is created ordinarily the Development Details window within the Development Edit view will open to allow for further information to be added. The details can be edited at any time via the Development Edit view
- Using the Google map tools confirm the location and map view that you wish to display.
- Check and complete address and property location details.
- Click [OK] to save.
The profile tab allows you to prepare the information that will appear on your linked web sites via the web portals that have been subscribed to and set up by your administrators. The layout and presentation of information is totally client configurable. Includes headers, footers, images body text, specific property details and pricing.
Controls are provided to manage the profile and publication to the web.
- Enter text and select image files required for the public profile. You have full control over what fields appear where on your website.
- {Is foreign investor approved?} - tick if compliant.
- {Is approved by the administrator?} - tick if approved for release.
- {Can be displayed on the website?} - tick to confirm display of the public website.
- [Save] - click to save your updated profile.
Development stages is a method of splitting the development into separate stages. This can be based on sales, marketing or physical building. Example may be a development that consists of more than one tower.
- [Create New] - click to create a new Stage.
- [Refresh] - refresh the view after any changes.
- To edit the stage description click [Edit].
- To delete the stage click [Delete].
Create and Edit the Unit Floor Plan Types noting that this is configurable to suit your specific requirements and marketing style within the Lookups section in the System Module. Refer to Lookups.
- [Create New] - click to create a new floor plan.
- [Edit] - click to edit an existing highlighted floor plan.
- [Delete] - delete existing highlighted floor plan.
- [Refresh] - refresh the view after any changes.
Within CompleteEmpire it is possible to manage and display unit locations within an apartment complex. Based on the previously set up stages and unit types/floor plans the vertical disposition of units within the development can be displayed. This will allow for quick reference by any user when discussing the development with potential clients.
- [View Summary] - click to open the summary view for the highlighted unit in the layout grid view.
- [Create New] - click to add a new unit to the layout grid view. The unit floor plan and unit type must have been created earlier.
- [Edit] - click to edit an unit highlighted in the layout grid view.
- [Delete] - delete existing highlighted floor plan.
- [Refresh] - refresh the view after any changes.
- Select the unit layout view as a list or a grid.
- Select the stage to be displayed.
- In the grid view use the selector to indicated the number of floors
- In the grid view use the selector to indicated the number of columns that match as closely as possible the building design.
- [Resize Layout] - use to refresh the grid view upon changes to the number of floors or columns.
With a development there will be many third parties who will be involved in the project from planners, architects, builders, contractors etc. The Contacts section allows for their details to be recorded in one place and to be associated with the development.
- Click [Create New] to open the New Contact window
- Click [Edit] to open and edit an existing highlighted contact.
- [Delete] - delete existing highlighted floor plan.
- [Refresh] - refresh the view after any changes.
Adding images and documents is a straightforward process. Any external files will be added to the DMS. Images and documents added here are related to the overall development. Note that individual units have there own associated image and document attachments.
To add images there are two options:-
- Drag and drop into the marked box or use...
- [Select files] to open a new file browser window.
All development related documents are included in this view. Import and add, drag and drop , search and link and attach.
To add documents to the work there are three options:-
- [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
- Drag and drop into the marked box or...
- Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
To search within the attached documents:-
- Search within documents that have been attached to the work for the account.
- Filter using tags that have been added to the document attached to the work for the account
- [Search] - to search within documents that have been attached to the work for the account.
- [Clear Search] to clear the search criteria, text and tags.
- Sort filtered results by file name or upload date.
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