A Portfolio Summary Page is an informational page which organizes data specific to each of your Portfolios, from Portfolio Name and Abbreviation to the Portfolio's Target Operating Reserve and Management Fee settings. Propertyware automatically attaches a Portfolio Summary Page to each new Portfolio created within your account. Unique to each Portfolio, this informational page may be found within the Properties Tab of the application. When viewing a Portfolio, you are effectively viewing its Portfolio Summary Page.

 

See Also

Creating Portfolios

Editing Portfolios

Deactivating Portfolios

Creating Owner Contacts on a Portfolio

Creating Property Managers on a Portfolio

Setting a Management Fee Rule on a Portfolio

Setting an Accounting Close Date on a Portfolio

FAQs

More FAQs >>