How can we help?

Creating a New Project - PDF

Creating a New Project

(Updated 03/18/2019)

 

Step 1: Click the Projects tab on the top bar. Click Project List. Click + Add Project at the top right.

project_1.png

Step 2: Complete the fields. Click Next.

project_2.png

Step 3: Click the details tab. 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

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

project_5.png

To see our guide on Adding Investments, click here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request