PM Portfolio

Property Management Portfolio is an add-on feature that allows offices to manage and track their Property Management Performance.

Initial Data / Bulk Upload

If you're using PM Portfolio for the first time, you will need to import your PM list as a CSV from your PM Software Provider as this has the most accurate data for reporting (see attached template below).

1. Download the .csv file at the bottom of this help article
2. Fill in the .csv file with managements that you wish to upload
   Please note: The 'manager-name' (aka Employee Name) must be entered as the Employee is displayed in iDashboard, otherwise the management will not successfully import. Also, please make sure the Street Type (e.g Road) is written in Full.
3. Once the completed file has been saved go into iDashboard
4. Hover over the Real Estate menu and select PM Portfolio
5. Click on the blue Import button
6. Click on the Browse button that appears and select the file from your computer/server
7. Click Upload.
8. You will receive an email once the import has been completed.

There are two additional ways to add a New Management to your PM Portfolio, they are as follows:

1. Adding Manually through PM Portfolio - you would do this if you're not adding the New Management to your website, or if it is a historical record that hasn't been added via the CSV Import method.
2. Adding it when you convert a Lease Appraisal to a Listing - you would use this option if you are loading a New Management to your office website.

Adding Manually through PM Portfolio

1. Hover over the Real Estate menu item and select PM Portfolio
2. Click the blue Add Management button
3. Select a Property Manager, Acquired date, Acquisition Type and enter the management Address
4. Click the Add Management button

Bulk Import Managements via .csv

1. Download the .csv file at the bottom of this help article
2. Fill in the .csv file with managements that you wish to upload
   Please note: The 'manager-name' (aka Employee Name) must be entered as the Employee is displayed in iDashboard, otherwise the management will not successfully import. Also, please make sure the Street Type (e.g Road) is written in Full.
3. Once the completed file has been saved go into iDashboard
4. Hover over the Real Estate menu and select PM Portfolio
5. Click on the blue Import button
6. Click on the Browse button that appears and select the file from your computer/server
7. Click Upload.
8. You will receive an email once the import has been completed.

Adding it when you convert a Lease Appraisal to a Listing

When you move a Lease Appraisal to the Listing status you will be presented with the pop-up box for the Listing Details, in this box there is the option Add to PM Portfolio when selected, you will be presented with the Acquired Date, Acquisition Type and Property Manager, make sure those details are correct and then click Advance to Listing. this will automatically add it to your PM Portfolio.

Please Note: If the property is already in your PM Portfolio (with the same address) you will not see this option.

Please Note the Following

• The following fields are acquired from the Listing entered into iDashboard that matches up to the Management address - Owner, Current/Last Tenant, Current/Last List Price.
• If importing managements via .csv the 'manager-name' (aka Employee Name) must be entered as it is displayed in iDashboard, otherwise the management will not successfully import.
• If importing managements via .csv the Street Type must be written in full e.g 'Road' not 'Rd'.
• If the management has already been added manually or via import, you will not have the option available when changing the status of a Lease Appraisal to a Listing to add to your PM Portfolio.
• Acquisition Type Organic = Acquired the management through direct signup with the Landlord
• Acquisition Type Paid = Acquired through the purchase of a rental roll
• Date Format = DD/MM/YY