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Summary Page - Capital Project Module

The Summary page of the Capital Project module is where you will manage high-level details about your capital project.

Create a Capital Project when there is work to be done on an open operating facility with the exception of relocation scenarios. Capital Projects can be created from two areas in the application: from the Program module and the Facility module.

The Capital Project module also has a purpose-built Bidding sub-module. The Bidding sub-module includes the following features:

  • a Q&A component which makes communication between internal and external participants easy

  • one central place for managing the bid packages on a project

  • one central place for bidders to manage, create, and condition their bids

  • configurability

To navigate to the Summary page:

  1. Navigate to Capital Project > Details > Summary.

    Use the links in the Navigation Pane on the leftmost side of the page.

  2. Follow a procedure below.

ClosedEdit Capital Project

To edit a capital project:

  1. Click Edit.

    This displays in the Actions menu on the right side of the page.

    The page becomes editable.

  2. Make your changes.

    The following fields are editable:

    • Name: The Lucernex Naming Conventions describe our recommendations for naming capital projects.

    • Store Number: Enter the number which identifies the facility in this field.

      This does not necessary correspond to the Facility module, but rather the identifier you have associated with the building.

      This field is also known as the ClientEntityID, and can be used to import data.

    • Portfolio: Select the portfolio this capital project should belong to from this field.

    • Region: Select the region and sub-region the capital project should belong to from this field.

      The values that appear in this field depend on the org chart of the portfolio you selected.

    • Market Area: Select the market the capital project should belong to from this field.

      The values that appear in this field might depend on the org chart of the portfolio you selected.

      Create a new group or category.

    • Prototype: If the capital project is associated with a prototype, select the prototype from this field.

      To learn more about the Prototype module, see the Prototype Module documentation.

    • Project Type: Select the project type from this field.

      Create a new group or category.

    • Market Type: Select the market type from this field.

      This field is customizable. For example, this field can be used to refer to areas that are urban or suburban.

      Create a new group or category.

    • Trade Area: Enter the trade area in this field.

    • Construction Type: Select the construction type from the field.

      This field is customizable. You can use this field to categorize or define the type or scope of construction being performed.

      Create a new group or category.

    • Deal Type: Select the deal type from this field.

      This field is customizable. For example, this field could be used to refer to leases or construction types.

      Create a new group or category.

    • Time Zone: Select the appropriate time zone from the Time Zone field.

    • Currency: Select the currency for this capital project from the field.

    • Description: Enter a description of the capital project in this field.

    • Photo

      To learn how to upload a photo to an entity's Summary page, see the Upload a Photo to an Entity Summary Page article.

    • Project Managers: See the Manage Project Managers procedures below.

    • Facility Number: Enter the number which identifies the facility or building in this field.

      This field is also known as the ClientEntityID, and can be used to import data.

    • Facility Status: Select the facility status from this field.

      Create a new group or category.

    • Location: Select the location associated with the facility from this field.

    • Facility Type: Select the facility type from this field.

      If you want to create a new type, follow the Add a Type procedures.

      Types are the second level of organization in Lucernex. Types are the children of groups, and parents of Categories. Groups, types, and categories are used to simplify reporting.

    • Facility Use: Select the facility use from this field.

      Create a new group or category.

    • Facility Name: Enter the name of the facility in this field.

    • Gross Area: Enter the total amount of measured space in the facility in this field.

      This value is not necessarily the space you're paying rent for.

    • Last Years Annual Sales: Enter the last year's annual sales in this field.

    • Facility Group: Select the facility group from this field.

      Create a new group or category.

      Groups are the first level of organization. These are the parents of types, and grandparents of categories. Use groups, types, and categories to simplify reporting.

    • Hours of Operation: Enter the hours of operation for the facility in this field.

    • Market Area: Select the market the facility should belong to from this field.

      The values that appear in this field might depend on the org chart of the portfolio you selected.

      Create a new group or category.

    • Facility Category: Select the facility category from this field.

      Create a new group or category.

      Categories are the third level of organization in Lucernex. These are the children of types, and grandchildren of groups. Groups, types, and categories simplify reporting.

    • Distribution Center: Select the distribution center from which the store is receiving product from this field.

      Create a new group or category.

    • Depth: Enter the depth of the building in this field.

      The depth is the length of the building from the front of the building to the back of the building.

    • Close Date: Enter the closing or move-out date in this field.

      Select Calendar A small button with a picture of a calendar on it. to open the date picker.

    • Frontage: Enter the frontage distance in this field.

      The frontage distance is the length of the front of the building. If two businesses lease the same building, this value would be the length of the front of the business you own.

    • Building Square Unit: Select the unit you will use for measuring your building area.

    • Rentable Area: Enter the rentable area in this field.

      The rentable area is the amount of space being leased.

    • Usable Area: Enter the usable area in this field.

    • Trade Area: Enter the trade area in this field.

  3. Click Save Changes.

    This displays in the Actions menu on the right side of the page.

    The page refreshes, and is no longer editable. Your changes are saved.

Manage Entity Managers

ClosedDelete Capital Project

The ability to delete a capital project is dependent upon your user permissions.

To delete a capital project:

  1. Click Edit.

    This displays in the Actions menu on the right side of the page.

    The page becomes editable.

  2. Click Delete.

    A dialog opens, asking you to confirm your choice.

  3. Select Yes.

    The dialog box closes. Your capital project is deleted.