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Summary page - Project Module

The Project > Details > Summary page is where the high-level details of your project will live. From this page, you can also set up a facility and add an opening project.

To navigate to the project summary page:

  1. Navigate to Project > Details > Summary.

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

  2. Follow a procedure below.

ClosedEdit 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: To learn our recommendations for naming projects, 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 project should belong to from this field.

    • Region: Select the region and sub-region the 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 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 project 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.

    • 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.

    • 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.

    • 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.

    • Parcel Area: Enter the parcel area in acreage.

    • Sales Area: Enter the sales area.

      The sales area is the actual, usable area.

    • 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.

    • 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 project 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 project is marked as dead.

ClosedMark as Not Dead

To mark a project 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 project is marked as not dead.

ClosedDeactivate Project

Important!

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

To deactivate a project:

  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 project is deactivated.

ClosedReactivate Project

To reactivate a project:

  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 project is reactivated.

ClosedDelete Project

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

To delete a 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. Click Yes.

    The dialog box closes. Your project is deleted.

ClosedSetup Facility

To set up a facility:

  1. Click Setup Facility.

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

    The Facility Setup Wizard opens.

  2. Follow a procedure below.

ClosedStep One: Basic Information

To complete the first step of the Facility Setup Wizard:

  1. Select the portfolio that this facility should be associated with from the Portfolio field.

  2. Select the location of the facility from the Location field.

  3. Enter a name for the facility in the Facility Name field.

    To learn our best practices for naming facilities, see our Naming Conventions in Lucernex walkthrough.

  4. Enter a unique facility ID in the Facility ID field.

  5. Select the parent region of the facility from the Region field.

  6. Select the market area of the facility from the Market Area field.

  7. Select the facility group from the Facility Group field.

    Create a new group or category.

    Groups are the first level of organization in Lucernex. Groups are the parents of types, and grandparents of categories. Groups, types, and categories are used to simplify reporting.

  8. Select the facility type from the Facility Type 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.

  9. Select the facility category from the Facility Category field.

    Create a new group or category.

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

  10. Select the purpose of the facility from the Facility Use field.

  11. Select the status of the facility from the Facility Status field.

  12. Select the prototype associated with this facility from the Prototype field.

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

    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.

  13. Enter the address using the Address fields or select the Use Location Address check box to use the address from the selected Location.

  14. Enter notes in the Notes field.

  15. Click Next.

    The Folder Set-Up page of the Facility Setup Wizard opens.

ClosedStep Two: Select a Folder Template

To select a folder template for your facility:

  1. Select the folder template you will use for your facility’s document structure from the Facility folder template field.

    You can always skip this step and configure the folder template later.

  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.

    The Assign Members page of the Facility Setup Wizard opens.

ClosedStep Three: Assign Members

Assigning a member allows that member to access specific folders, documents, pages, fields, and actions within the facility. A member is any Lucernex user with a unique login ID and password. Before a member can have access to any part of a facility, 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 facility and assigned user classes. The Member’s User Class determines which folders, documents, pages, fields, and actions within the facility that member may access.

To assign members to your facility:

  1. Do one of the following:

    ClosedSet Up a Member

    To set up a member in your firm:

    1. Click Setup Members.

    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 Facility Setup Wizard that reads: Successfully added Member.

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

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

    ClosedAssign Members to your Facility

    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 facility:

        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 Current / Proposed member (s).

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

    5. Click Finish Assigning Members at the bottom-right corner of the Facility 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.

    The Schedule Set-up page of the Facility Setup Wizard opens.

ClosedStep Four: Select a Schedule Template

If you want to apply a schedule template to your facility:

  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 Facility Setup Wizard closes. Your facility is now saved in the system.

ClosedAdd Opening Project

You can add a project to your portfolio utilizing the Opening Project Setup Wizard. The Opening Project Setup Wizard will gather basic information about your project. You can also use the wizard to enter the basic data contained on the first step of the wizard, and then click Next to skip the rest of the steps. You can then enter the rest of your project data later.

If you close the Opening Project Setup Wizard before completing your project, you can still return to the wizard. If you re-open the Opening Project Setup Wizard, the system will ask if you want to restore your previous session, or if you want to delete your previous session.

To add an opening project:

  1. Click Add Opening Project.

    This displays in the Actions menu on the right side of the page. The Opening Project Setup Wizard opens.

  2. Follow a procedure below.

ClosedStep One: Basic Information

To complete the first step of the Opening Project Setup Wizard:

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

  2. Enter the name of the project in the Project Name field.

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

  3. Select the region and sub-region the project 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 the project should belong to from the Market field.

    Create a new group or category.

  5. Enter the address information for the project in the appropriate fields.

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

    Create a new group or category.

  7. If the project is associated with a prototype, select the prototype from the Prototype field.

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

    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 Opening Project Setup Wizard opens.

ClosedStep Two: Select a Folder Template

To select a folder template for your project:

  1. Select the folder template you will use for your project's document structure from the Opening Project folder template field.

    You can always skip this step and configure the folder template later.

  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.

    The Budget Template page of the Opening Project Setup Wizard opens.

ClosedStep Three: Select a Budget Template

To select a budget template for your project:

  1. Select the budget template you will use for your project's budget from the Opening Project budget template field.

    You can always skip this step and configure the budget template later.

    A budget template is the record where your budget line items are configured. The Manage Budget Templates page allows you to create, edit, delete, or download a budget template.

  2. Click Next.

    The Assign Members page of the Opening Project Setup Wizard opens.

ClosedStep Four: Assign Members

Assigning a member allows that member to access specific folders, documents, pages, fields, and actions within the project. A member is any Lucernex user with a unique login ID and password. Before a member can have access to any part of a project, 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 project and assigned user classes. The Member’s User Class determines which folders, documents, pages, fields, and actions within the project that member may access.

To assign members to your project:

  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 Opening Project Setup Wizard that reads: Successfully added Member.

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

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

    ClosedAssign Members to Your Project

    To assign members to your project:

    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 project:

        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 [Project Name].

    5. Click Finish Assigning Members at the bottom-right corner of the Opening Project 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.

    The Schedule Set-up page of the Opening Project Setup Wizard opens.

ClosedStep Five: Select a Schedule Template

If you want to apply a schedule template to your project:

  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 Opening Project Setup Wizard closes. Your project is now saved in the system.

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