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Summary Page - Site Module

The Summary page of the Site module is where you will manage high-level details about your site.

The Site module helps you determine the best place for your new facilities. You can use the Site module to assemble and submit site selection data to your real estate committee. The Site module also integrates with Intalytics, a third-party demographics tool that you can use to capture insights into your potential markets. You can also store data about nearby competitors, anchors, and tenants on the Summary page:

Once you have selected a site, you can convert the site to a project. When you convert a site to a project, you can move all site data to that project, and either:

  • Create a new location at the same time and delete the site record.

  • Link the project to an existing location that you select and delete the site record.

To convert a site to a project, your organization must first purchase the Project module and request it to be enabled.

A limited version of the Site module is displayed if your organization uses the RE Transaction sub-module and has not purchased a license for the Site module

To navigate to the Summary page:

  1. Navigate to Site > Details > Summary.

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

  2. Follow a procedure below.

ClosedEdit Site

To edit a site:

  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: To learn our recommendations for naming sites, please see our Naming Conventions in Lucernex walkthrough.

    • 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 site should belong to from this field.

    • Region: Select the region and sub-region the site 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 site 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 site is associated with a prototype, select the prototype from this field.

      To learn more about the Prototype module, see our 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 appropriate currency associated with this site from this field.

    • Description: Enter a description of the site 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.

    • Center Name: Select the center name from this field.

      A complex or center is used to track information about multi-tenant structures such as shopping malls.

      To learn how to add a complex or center to Lucernex, see the Manage Complex / Center Details page.

    • Cross Street 1 / Cross Street 2

    • Street Address

    • City

    • State / Province

    • Zip / Postal Cd

    • Country

    • County

    • Latitude / Longitude

      To learn how to automatically calculate an entity's latitude and longitude, see the Calculate Entity Latitude and Longitude article.

      Note:

      The Actual / Forecast Delivery Date captures the forecast / actual end date of the last milestone that is in the construction phase. It is not editable.

    • Rentable Area: Enter the rentable area.

      The rentable area is the amount of space being leased.

    • Sales Area: Enter the sales area.

      The sales area is the actual, usable area.

    • Frontage: Enter the frontage distance.

      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.

    • Depth: Enter the depth of the building.

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

    • Parcel Area: Enter the parcel area in acreage.

    • Area Unit: Select the unit you will use for measuring your rentable area.

    • Competitors, Anchors, and Tenants: See the Manage Competitors, Anchors, and Tenants procedures below.

  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

Manage Competitors, Anchors, and Tenants

ClosedMark as Dead

To mark a site as dead:

  1. Scroll to the bottom of the page.

  2. Click Mark as Dead.

    A dialog opens, asking you to confirm your choice.

  3. Click Yes.

    The page refreshes. The site is marked as dead.

ClosedMark as Not Dead

To mark a site as not dead:

  1. Scroll to the bottom of the page.

  2. Click Mark as Not Dead.

    A dialog opens, asking you to confirm your choice.

  3. Click Yes.

    The dialog box closes, and the page refreshes. The site is marked as not dead.

ClosedDeactivate Site

Important!

Inactive entities cannot be updated and won't be included in reports or searches. You can re-activate a site by following the Reactivate Site procedures below.

To deactivate a site:

  1. Scroll to the bottom of the page.

  2. Click Deactivate.

    A dialog opens, asking you to confirm your choice.

  3. Click Yes.

    The dialog box closes, and the page refreshes. The site is deactivated.

ClosedReactivate Site

To reactivate a site:

  1. Scroll to the bottom of the page.

  2. Click Activate.

    A dialog opens, asking you to confirm your choice.

  3. Click Yes.

    The dialog box closes, and the page refreshes. The site is reactivated.

ClosedRE Transaction Wizard

This action will only appear if you have licensed the RE Transaction module.

To create a RE Transaction based on a site:

  1. Click RE Transaction Wizard.

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

  2. Complete these fields:

    • Scenario Name

    • Deal Type

    • Use Existing RE Transaction?: Delect this check box if you want to use this site to create a scenario on a preexisting transaction.

  3. Do one of the following:

    • If you selected the Use Existing RE Transaction check box, select the check box next to the RE transaction you want to use.

    • If you did not select the Use Existing RE Transaction check box, enter a name for the transaction in the Transaction Name field.

  4. Click Create RE Transaction.

ClosedDelete Site

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

To delete a site:

  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. Click Yes.

    The dialog box closes. Your site is deleted.

ClosedConvert to Project

Note:

The Project module must be purchased and enabled in order for the convert to project function to work.

Converting a site to a project moves all site data to the project module, and additionally does one of two things:

  • Lucernex converts the site to a new project and creates a new location at the same time. The site no longer exists.

  • Lucernex converts the site to a new project and links the project to an already-existing location that you select. The site no longer exists.

Important!

You cannot reverse this action once you have performed it.

To convert a site to a project:

  1. Click Convert to Project.

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

    The Convert [Site Name] to Project window opens.

  2. Do one of the following:

    • To link an existing location to your project:

      1. Select the Create Project using an existing location option.

      2. Select the location you want to use from the field.

    • To create both a new project and a new location:

      1. Select the Create project with a new location option.

      2. Enter the name of the location in the Location Name field.

        To learn our recommendations for naming locations, please see our Naming Conventions in Lucernex walkthrough.

  3. Click Convert Site to Project.

    The window closes. Lucernex begins to process the job. Once the process is complete, Lucernex opens the new project in the Project module.

ClosedAdd Site

To add a site:

  1. Click Add Site.

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

    The Site Setup Wizard window opens.

  2. Follow a procedure below.

ClosedStep One: Basic Information

To complete Step One of the Site Setup Wizard:

  1. Select the portfolio this site should belong to from the Portfolio field.

  2. Enter the name of the site in the Name field.

    To learn our recommendations for naming sites, please see our Naming Conventions in Lucernex walkthrough.

  3. Select the region and sub-region this site should belong to from the Region / SubRegion field.

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

  4. Select the market that the site should belong to from the Market / DMA field.

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

  5. Complete these fields:

    • Cross Street 1 / Cross Street 2

    • Street Address 1 / Street Address 2

    • City

    • Country

    • State

    • Postal Code

  6. Select the project type from the Project Type field.

    Create a new group or category.

  7. Select the prototype associated with this site from the Prototype field.

    If you select a prototype that has documents attached to it, you can copy those documents to your site in Step Two: Folder Setup.

    To learn more about the Prototype module, see our Prototype module documentation. To learn more about our Copy Documents feature, see Copy documents from a Prototype to a Site, Project, or Facility.

  8. Click Next.

    Step Two of the Site Setup Wizard opens.

ClosedStep Two: Folder Setup

To complete Step Two of the Site Setup Wizard:

  1. Select the folder template you want to use for your site from the Site Folder Template field.

  2. If you want to copy documents from the prototype you selected in the Step One section above:

    1. Select the Copy documents from Prototype check box.

      To learn more about our Copy Documents feature, see Copy documents from a Prototype to a Site, Project, or Facility.

    2. Click Next.

      A list of documents appears.

    3. Do one of the following:

      • If the folder template you selected is the folder template on the prototype:

        1. If you want to move a document to a different folder, click the selected folder in the To Folder column and select a new folder.

        2. If you do not want to copy a document, select the check box in the Skip column.

        3. Click Next.

      • If the folder template you selected is different than the one on the prototype:

        1. Click the cell in the To Folder column and select a destination folder for each document.

        2. If you do not want to copy a document, select the check box in the Skip column.

        3. Click Next.

          A confirmation message appears, informing you that you will receive an email once the copy job is complete.

  3. Click Next.

    Step Three of the Site Setup Wizard opens.

ClosedStep Three: Assign Members

Assigning a member allows that member to access specific folders, documents, pages, fields, and actions within the site. A member is any Lucernex user with a unique login ID and password. Before a member can have access to any part of a site, you must first set up that member in your firm. This must only be done once for each Member.

Once a Lucernex user is set up as a Member of your Firm, they must be added to each site and assigned user classes. The Member’s User Class determines which folders, documents, pages, fields, and actions within the site that member may access.

To assign members to your site:

  1. Do one of the following:

    ClosedSet Up a Member

    To set up a member in your firm:

    1. Click Setup Members.

      The Setup Members page opens.

    2. Click Add Member.

    3. Follow the Add a Person in the Add Person window procedures.

    4. Click Add.

      The Add Member window closes. A message appears in the upper-left corner of the Site Setup Wizard that reads: Successfully added Member.

    5. Click Finish Managing Members in the bottom-right corner of the Site Setup Wizard window.

      You are returned to the Assign Members page of the Site Setup Wizard.

    ClosedAssign Members to your Site

    To assign members to a site:

    1. Click Assign Members.

      A new page opens.

    2. Do one of the following:

      • To add all members in the system, click Add all members in the upper left corner of the Members NOT Assigned table.

        All members currently configured in your system are added to the Current / Proposed member (s) field.

      • To search for a specific member to add to your site:

        1. Enter the name of the member you want to assign in the Search at the upper right corner of the Members NOT Assigned table.

        2. Click Search.

          The members meeting your search criteria appear.

        3. Click A gray arrow button pointing right. next to the member you want to add.

          The member is added to the Current / Proposed member (s) field.

    3. If you need to remove a member from the Current / Proposed member (s) field:

      1. Select the member you want to remove.

        Press and hold CTRL on your keyboard to select multiple values.

      2. Click Remove Selected below the Current / Proposed member (s) field.

        The member is removed from the Current / Proposed member (s) field.

    4. Once you are satisfied with your list, click Update members to [Site Name].

    5. Click Finish Assigning Members at the bottom-right corner of the Site Setup Wizard.

      The Assign Members page opens. The members you assigned appear in the Managers and Members already assigned using Org Chart table.

  2. Click Next.

    Step Four of the Site Setup Wizard opens.

ClosedStep Four: Schedule Setup

To apply a schedule template to your site:

  1. Select the template you want to use from the field.

  2. Enter the start date of your schedule in the Start On field.

    You can also click Calendar A small button with a picture of a calendar on it. to open the Date Picker and select the appropriate date.

  3. Enter the end date of your schedule in the End On field.

    You can also click Calendar A small button with a picture of a calendar on it. to open the Date Picker and select the appropriate date.

  4. Click Finish.

    The window closes. Lucernex opens to your new site in the Site module.

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