The Asset Group Dashboard

The Asset Group Dashboard contains all the information and features related to a specific Asset Group.

To open the Asset Group Dashboard for a specific Asset Group:

  1. Select Portfolio Data from the main menu and then Asset Group
  2. On the Asset Group query use the search field to search for the specific Asset Group you want to view
  3. Click on the View button to open the Dashboard for the Asset Group (See example below)

From the Asset Group Dashboard you can:

  • View and update basic Asset Group Information
  • View and update the Contact Information for the Asset Group
  • View the List of Properties linked to the Asset Group with the capability to navigate to the Property dashboard for a property
  • View Asset Group related documents with the capability to upload new documents
  • Edit Asset Group Address - from the Options drop down
  • Delete the Asset Group - from the Options drop down
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