WEBVTT 1 00:00:01.410 --> 00:00:02.700 This video will show you 2 00:00:02.700 --> 00:00:06.150 how to view properties in Planon 3 00:00:06.150 --> 00:00:07.680 From your navigation panel, 4 00:00:07.680 --> 00:00:11.613 click space overview, click property portfolio. 5 00:00:12.840 --> 00:00:15.393 You'll see a list of properties is displayed. 6 00:00:16.500 --> 00:00:20.520 Currently, we have buildings, complexes, parking, 7 00:00:20.520 --> 00:00:22.413 and terrain loaded into Planon. 8 00:00:23.550 --> 00:00:27.183 You'll see there's different icons with each property. 9 00:00:28.200 --> 00:00:30.420 So a building will have the building icon, 10 00:00:30.420 --> 00:00:34.590 a complex will have a complex icon. 11 00:00:34.590 --> 00:00:37.023 If you scroll through the bottom here, 12 00:00:38.460 --> 00:00:42.153 you'll see you can click on these pages. 13 00:00:43.080 --> 00:00:46.830 0 to 1000 are buildings and complexes. 14 00:00:46.830 --> 00:00:49.773 The 3000 range has the terrains. 15 00:00:52.650 --> 00:00:55.323 And the 4,000 range has the parking. 16 00:00:57.630 --> 00:01:00.003 You'll see the P symbol there. 17 00:01:05.220 --> 00:01:06.993 You can go back to the beginning. 18 00:01:09.060 --> 00:01:11.373 You'll also notice there's a refresh. 19 00:01:12.240 --> 00:01:13.380 There's two views. 20 00:01:13.380 --> 00:01:16.020 There's a tree view and a list view. 21 00:01:16.020 --> 00:01:17.883 I'm currently in list view. 22 00:01:18.900 --> 00:01:20.373 If you go to tree view, 23 00:01:21.510 --> 00:01:24.510 it organizes all the properties by site. 24 00:01:24.510 --> 00:01:27.813 So these are all sites that are in Planon, 25 00:01:29.820 --> 00:01:33.633 and you can drill down in each site to view the properties. 26 00:01:35.970 --> 00:01:37.503 We'll go back to list view. 27 00:01:39.300 --> 00:01:43.290 List view can be sorted by any of these headers, 28 00:01:43.290 --> 00:01:48.290 so you can sort by code or name. 29 00:01:52.530 --> 00:01:54.363 If I click on a property, 30 00:01:55.230 --> 00:01:58.803 I'm gonna choose 0005 James M. Jeffords Hall. 31 00:02:00.690 --> 00:02:02.760 You'll see in the data panel, 32 00:02:02.760 --> 00:02:04.380 there's some basic information. 33 00:02:04.380 --> 00:02:07.060 The building code, the name, official name 34 00:02:08.190 --> 00:02:10.920 who the building was named for, 35 00:02:10.920 --> 00:02:15.920 an abbreviation, alias, the parent level, which is the site, 36 00:02:18.480 --> 00:02:23.480 the zone, status, this one is active. 37 00:02:26.130 --> 00:02:28.330 You'll see there's an image of the building. 38 00:02:29.970 --> 00:02:32.220 There is a Google map reference 39 00:02:32.220 --> 00:02:34.173 of where the building is located, 40 00:02:35.370 --> 00:02:38.460 address information, the measurements, 41 00:02:38.460 --> 00:02:42.303 including the gross, net, assignable, and non-assignable, 42 00:02:43.740 --> 00:02:46.110 and some other details about the building, 43 00:02:46.110 --> 00:02:48.093 including campus district, 44 00:02:49.020 --> 00:02:52.023 the primary user in the building, 45 00:02:53.130 --> 00:02:56.850 what the IBB rate is, the ownership status, 46 00:02:56.850 --> 00:03:01.850 building type, building use, some information on lead, 47 00:03:02.550 --> 00:03:05.073 lead certification is also available. 48 00:03:06.450 --> 00:03:08.740 There's real estate details 49 00:03:10.710 --> 00:03:15.273 which have additional data, including some financial data. 50 00:03:16.740 --> 00:03:20.193 Some of the dates when the property was built, 51 00:03:21.150 --> 00:03:23.610 acquisition dates. 52 00:03:23.610 --> 00:03:25.053 There's coordinates. 53 00:03:32.040 --> 00:03:34.030 You can also use filters 54 00:03:35.190 --> 00:03:37.593 to filter the property list. 55 00:03:38.760 --> 00:03:41.430 As you can see on this lower filter, 56 00:03:41.430 --> 00:03:44.733 there's some preset attributes that you can choose from. 57 00:03:45.990 --> 00:03:48.243 For example, if I go by code, 58 00:03:49.200 --> 00:03:51.840 I can say code is equal to. 59 00:03:51.840 --> 00:03:54.480 And if you know your four digit building code 60 00:03:54.480 --> 00:03:57.510 or property code, let's say for example, give an E, 61 00:03:57.510 --> 00:04:02.100 I'm gonna type 0073, click the search, 62 00:04:02.100 --> 00:04:06.540 and that narrows down your property list. 63 00:04:06.540 --> 00:04:11.283 You'll notice that that filter now is in green, 64 00:04:13.170 --> 00:04:15.180 indicating that it is on. 65 00:04:15.180 --> 00:04:18.963 To remove the filter, click the clear button. 66 00:04:20.820 --> 00:04:24.000 The upper filter allows you 67 00:04:24.000 --> 00:04:25.950 to do more complex filters. 68 00:04:25.950 --> 00:04:27.630 You can give them a name, 69 00:04:27.630 --> 00:04:31.653 and you could add multiple parameters by clicking the plus, 70 00:04:32.670 --> 00:04:35.343 choosing different attributes in each. 71 00:04:41.610 --> 00:04:46.540 Property details, if I click on that upper button 72 00:04:47.790 --> 00:04:49.443 and click on my property, 73 00:04:50.280 --> 00:04:52.743 this has some additional attributes. 74 00:04:58.200 --> 00:05:01.590 You'll see like construction type is in here. 75 00:05:01.590 --> 00:05:04.290 You'll see some occupancy data, 76 00:05:04.290 --> 00:05:06.990 which shows the number of occupants, 77 00:05:06.990 --> 00:05:11.733 and then number of space types per building. 78 00:05:13.140 --> 00:05:14.430 There's some information 79 00:05:14.430 --> 00:05:19.053 on sustainability and facilities management. 80 00:05:22.680 --> 00:05:26.343 If I go back to my first properties tab, 81 00:05:28.680 --> 00:05:32.133 I can go over to my action panel and click on the report, 82 00:05:35.220 --> 00:05:38.610 and you'll notice I have one property selected. 83 00:05:38.610 --> 00:05:43.503 So when I click my report, whichever report that you run, 84 00:05:44.430 --> 00:05:47.610 it's gonna run for that single property. 85 00:05:47.610 --> 00:05:49.920 So if you wanted to do a building report 86 00:05:49.920 --> 00:05:51.693 that showed all the buildings, 87 00:05:53.190 --> 00:05:58.190 you could filter by type and just select building, 88 00:06:01.050 --> 00:06:03.453 and then make sure this all is selected. 89 00:06:09.240 --> 00:06:11.700 And then when you go to your report, 90 00:06:11.700 --> 00:06:13.560 it will run it for all the buildings 91 00:06:13.560 --> 00:06:15.813 and reports will be covered in another video.