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Creating a New Project - PDF

Creating a New Project

(Updated 11/13/2018)

 

Step 1: Click the Equity tab on the left. Click Project Summary. Click + Add Project at the top right.

project_1.png

Step 2: Complete the fields. Click Next.

project_2.png

Step 3: Complete the Asset information which includes property name, address, and various property details. Click Save.

project_3.png

Step 4: The newly added asset will appear in the list. To add image(s), click the Add Image option. Drag and drop or browse your files for the image(s). Click Done. Click Next.

project_4.png 

project_5.png

Step 5: Add your Direct Owner’s entity in the field or add a new entity. Click Save.

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To see our guide on Adding Investments, click here.

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