Instructor: This video will show you
how to view properties in Planon
From your navigation panel,
click space overview, click property portfolio.
You'll see a list of properties is displayed.
Currently, we have buildings, complexes, parking,
and terrain loaded into Planon.
You'll see there's different icons with each property.
So a building will have the building icon,
a complex will have a complex icon.
If you scroll through the bottom here,
you'll see you can click on these pages.
0 to 1000 are buildings and complexes.
The 3000 range has the terrains.
And the 4,000 range has the parking.
You'll see the P symbol there.
You can go back to the beginning.
You'll also notice there's a refresh.
There's two views.
There's a tree view and a list view.
I'm currently in list view.
If you go to tree view,
it organizes all the properties by site.
So these are all sites that are in Planon,
and you can drill down in each site to view the properties.
We'll go back to list view.
List view can be sorted by any of these headers,
so you can sort by code or name.
If I click on a property,
I'm gonna choose 0005 James M. Jeffords Hall.
You'll see in the data panel,
there's some basic information.
The building code, the name, official name
who the building was named for,
an abbreviation, alias, the parent level, which is the site,
the zone, status, this one is active.
You'll see there's an image of the building.
There is a Google map reference
of where the building is located,
address information, the measurements,
including the gross, net, assignable, and non-assignable,
and some other details about the building,
including campus district,
the primary user in the building,
what the IBB rate is, the ownership status,
building type, building use, some information on lead,
lead certification is also available.
There's real estate details
which have additional data, including some financial data.
Some of the dates when the property was built,
acquisition dates.
There's coordinates.
You can also use filters
to filter the property list.
As you can see on this lower filter,
there's some preset attributes that you can choose from.
For example, if I go by code,
I can say code is equal to.
And if you know your four digit building code
or property code, let's say for example, give an E,
I'm gonna type 0073, click the search,
and that narrows down your property list.
You'll notice that that filter now is in green,
indicating that it is on.
To remove the filter, click the clear button.
The upper filter allows you
to do more complex filters.
You can give them a name,
and you could add multiple parameters by clicking the plus,
choosing different attributes in each.
Property details, if I click on that upper button
and click on my property,
this has some additional attributes.
You'll see like construction type is in here.
You'll see some occupancy data,
which shows the number of occupants,
and then number of space types per building.
There's some information
on sustainability and facilities management.
If I go back to my first properties tab,
I can go over to my action panel and click on the report,
and you'll notice I have one property selected.
So when I click my report, whichever report that you run,
it's gonna run for that single property.
So if you wanted to do a building report
that showed all the buildings,
you could filter by type and just select building,
and then make sure this all is selected.
And then when you go to your report,
it will run it for all the buildings
and reports will be covered in another video.