Setup Wizards

Create entities in Lucernex with Setup Wizards.

1. Click Tools in the upper-right corner.

2. Select Setup Wizards.

3. In the Setup Wizard window that opens, select the portfolio that the new entity belongs to.

4. Select the entity then click Next.

5. Complete the form depending on the entity you are creating:

   • Portfolio

   • Capital Program

   • Site

   • Project

   • Prototype

   • Facility

   • Parcel

   • Location

   • RE Contract

   • Equipment Contract