Add a Lease

You can add Leases to Sites from the Site home page. Once added, the Lease appears on the Site home page in the Leases pane. You can add Leases with the standard method or with an administrator-defined template.

Add a Lease with the Standard Method

1. Navigate to a Site home page.

   Leases can only be created on Sites or Hubs (for portfolios with Small Cell functionality enabled).

2. On the Site home page, navigate to the Leases pane.

3. Click Add Lease.

   A new window appears.

4. Enter a name for the Lease in the Name field.

5. Complete the Details pane of the form, including the following fields:

   • Term: Select from a Regular, Month to Month (MTM), or Holdover Lease term.

   • Status: Choose a status for the Lease such as Planned, Active, or Terminated.

     For more information on other Lease statuses, see Lease Statuses.

   • Holding Interest: Designate whether the user represents the Lessor, Lessee, or another party associated with the Lease. You can also choose Owned in this field if representing the owner of the property.

   • Lease Currency: Select the currency denomination for the Lease.

     The Lease Currency field is automatically populated with the default currency denomination set at the portfolio level.

   • Lease Measurement: Select the unit of measurement for the Lease.

     The Lease Measurement field is automatically populated with the default unit of measurement set at the portfolio level.

6. If necessary, select Master Lease to designate this Lease as the primary Lease associated with the Site.

7. Complete the Address pane of the form.

8. Complete the Site Info pane of the form. This information used to calculate other Lease components.

   The Pro Rata Share (%) field is automatically populated based on data entered in the other Site Info fields. To manually change the pro rata share, select Edit Manually and enter a value in the Pro Rata Share (%) field.

9. Complete the Lease Dates pane of the form. This information is used to calculate other Lease components.

10. Complete any other administrator-defined custom forms that appear on the page.

11. To automatically navigate to the Lease home page once the Lease is created, select the Take me to the new object check box.

12. When the form is complete, click Save. The Lease appears in the Leases pane of the Site home page.

Add a Lease from a Template

1. Navigate to the desired Site home page.

   Leases can only be created on Sites.

2. On the Site home page, navigate to the Leases pane.

3. Click Add Lease from Template.

   A new window appears.

4. Enter a name for the Lease in the Name field.

5. Complete the Details pane of the form.

6. Using the Template drop-down menu, select the desired administrator-defined template.

7. If desired, select the Take me to the new object check box to automatically navigate to the Lease home page once the Lease is created.

8. When the form is complete, click Save.

   The Lease appears in the Leases pane of the Site home page.

Add a Link to a Lease

You can add a link to a Lease from the Site  home page.

1. Navigate to a Site home page.

2. Scroll to the Leases pane.

3. In the toolbar of the Leases pane, click Add Link to Lease.

   A new window appears.

4. Use the object browser to choose a Lease with which to link the Site.

5. The linked Lease appears in the Leases pane of the Site home page.

You must have update permissions for the Lease and Site to add a link.