Portfolio Type
Available from 4.4.5
Concept Evolution uses Portfolios to group Buildings together, these Portfolios can have a Portfolio Type connected to them e.g. a Regional managers Portfolio or South East Retail Units, this can be useful for filtering and reporting. Portfolio Types need to be set up before they can be used.
This list of Portfolio Types are maintained here.
Settings > Property and Estates > Portfolio Type
The link will open the Portfolio Type grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Portfolio Type click New 
, to edit an existing Portfolio Type click Edit 
. A pop up window will appear which will allow the creation or amendment of a Portfolio Type.
Click to view - Portfolio Type Fields and Descriptions
Complete the fields and click Save and Close 
.
