31 results found
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Lease Workflow and Versioning
We have received direct requirements from both public and private organizations in the US that demand configurable workflow in Lease Administration. This is significant as lease workflow has become a common feature in other solutions.
i. Allow administrators to design workflow. The Graphical Workflow Editor is a great start to meeting this requirement.
ii. Need to allow someone to create a draft lease or start a revision of an existing lease
iii. Submit lease through review and approval workflow
iv. Upon approvals, a new lease revision is added to the system and becomes the primary lease record
v. A history…36 votes -
Allow leases for suites in multiple buildings
As a Lease Administrator, I need to record one lease that covers suites in multiple buildings, so that we can track financial data (costs) for the same lease together.
This is a case, were one lease contract was signed for multiple buildings that are attached. The client may have leased several suites in each building, but they are covered by the same lease contract and need to be recorded in Archibus as one lease.
35 votes -
Allow contacts to have different contact roles based on Lease
When assigning contacts to a Lease, the contact type is inherited from the contacts table.
A single contact may be assigned to multiple leases, but have different a different role depending on the lease. For example, one contact may be a BUILDING SUPER for one lease contract, but a PROPERTY MANAGER for another lease.
Could ARCHIBUS add a Contact Role or Contact Type to the ls_contacts table so that the role can be assigned per lease?
25 votes -
Make Cost Wizard Usable for Running Rent for Large Numbers of Leases:
Changes needed: show button to "Add Scheduled Cost" without drilling down in tree and add a Month filter.
Clients with large numbers of leases run rent monthly. With dozens or hundreds of leases this is a very time consuming process. Currently (2022.03), to add an ad hoc Schedule Cost for that month, the user must click many times just to get to the lease so the the "Add Scheduled Cost" button appears. Instead, keep the button on always and require the Lease ID when adding a new Schedule Cost..
Also, the user can filter only for an entire year, but…
22 votes -
Add FASB back into the product.
Add FASB back into the product. We have multiple clients asking for it or allow the system administrator to add the views back in.
19 votes -
Lease Events Calendar view
Clients and prospects often request a calendar view of their lease events to show expiries and events. Can the existing Archibus calendar views be extended to allow users to see their upcoming lease expiries and options in a calendar and drill into the details?
15 votes -
Cost Status requires manual change to get lease chargeback agreements to work
In order for lease chargeback agreements to work properly, it requires going into the Cost Wizard, finding the scheduled costs, and then changing their Cost Statuses to AUTO-CHARGEBACK. This is cumbersome since someone would need to search for the scheduled costs and change each of them from AUTO-RECURRING to AUTO-CHARGEBACK since they are monthly/quarterly/annually/etc recurring costs.
A mechanism to flag the recurring costs to default to AUTO-CHARGEBACK would save time and the potential for error.
12 votes -
lease - read-only consumer?
Please consider ALL types of users / consumers when designing modules. We have been using the lease module for a number of years. Even today when I review the latest version it says Used By: Portfolio Managers, Lease Administrators.
We have maintenance people, finance people, occupying departments, all looking at the data from the lease module. It is not clear from the help which views are designed for these READ-ONLY people.In the over ten years I have used Archibus I find this a problem in most modules. There have been some 'executive' views (the only people here who never…
11 votes -
LEASE: Add Description fields to Facility Type table (3474)
BUG
Add Description fields to Facility Type table, facilitytype table contains only 1 field: facilitytypeid.
1. Add 2 new fields to the database:
facilitytype.description
facilitytype.descriptionfr
2. Add new fields to Define Facility Type view
3. Add new fields to Select Value - Facility Type ID vi11 votes -
Have the apply lease template appear in the Lease Console Add new lease form
The lease templates is where you can generate the next lease by copying the values from the template, but is you can't create a new lease from a template while in the lease console.
So you can create a template here:
Task: Define Lease Templates
Task File: ab-repm-lsadmin-add-edit-lease-template.axvw
Path: Real Property/Leases/Background Data/Define Lease Templates
that is where you can get an existing lease it copies it changes it into a template for youThen to apply the template to a new lease you would go to
Task: Portfolio Edit Form - Complete
Task File: ab-repm-addedit-lease-form.axvw
Path: Real Property/Leases/Lease Portfolio/Portfolio Edit…11 votes -
Provide seamless management of space and real estate. Specifically, support the use case of connecting rooms and leases OOTB
We constantly have to customize Archibus to show highlighted leases on floorplans. With space console being the primary place for viewing floor plans, it would be helpful if an out of the box highlight/label for leases is present in space console, with the ability to associate rooms to leases. Bringing in the concept of suites wouldn't be a bad idea either, though most customers we service track space to the room and don't use suites.
11 votes -
lease filtre country
When we arrive into the Lease Portfolio Console.
A country is automatically selected in the filter according to the language chosen in the user profile.
If in English -> GBR
If in French - > FRA
Etc.The idea is to remove this automatic filter, or at best to be able to create filters yourself.
9 votes -
Indexation : allow multiple cost lines to be indexed
Some customers want to index not only the base rent, but also additonal rent or fixed costs.
Also, it could be nice to be able to delete indexed lines and "replay" indexation.
8 votes -
Link true costs to maintenance requests and projects
Pretty much all lease departments have to handle this some way. The existing workflow is to create CAM cost to handle maintenance but these CAM costs aren't specifically linking to a maintenance request or a project. So the idea was it would only satisfy the lease agreements which handle a blanket CAM cost.
However, in real life, leases in which the client is acting as the tenant, don't have true control to set up the lease agreement this way because they use the landlord's version of the lease agreement since the tenant doesn't own the building. So as a result,…
8 votes -
Out of the Box English Quarter days for regular payments
Enable Regional Quarter days as an OOB option for payment frequency (AR or AP)
England: March 25, June 24, September 29, December 257 votes -
Copy button for Recurring Costs
When leases are extended or year by year the recurring costs often need to be updated, which is time-consuming. To streamline this process, we would like to see a copy button that allows users to copy the existing recurring cost information selected and then present it in a popup so that anything that has changed can be updated (usually the dates) and saved.
7 votes -
Hide records in documents tab of lease console that don't have documents attached.
Leases can get very crowded with many documents already, if a record created for clause/option/amendment/communication log does not actually have a document attached it should not show up in the documents tab of the lease portfolio console.
7 votes -
7 votes
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Need an approver level security group to approve Costs in Cost Administration's Cost wizard
Under Real Property/Costs/Cost Administrator/Costs Wizard - Leases, Buildings, and Properties
Most folks have an approval workflow where certain costs like maintenance costs associated to a lease or a project cost associated to a lease have to be approved. While his view allows folks to edit, view and approve recurring, scheduled and actual costs but then once you get into this view, there's no special security groups required here.
It would make sense that there is a approval level security group that can approve the scheduled costs. That way the others who have access to this report are there to just…
7 votes -
Lease Portfolio Console - configure options for default leases to show
Please add an application parameter to determine the default lease types to display in the Lease Portfolio Console.
When managing leases for buildings and properties, EVERY time a user accesses the console, they must select the 'Move' button to view the Leases Associated With options and then select Structures/Land and then Filter.
6 votes
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