Properties

Property codes are used to classify and manage different types of properties for accounting and reporting purposes.

Note

To view the legacy version, please select Legacy User Guide.

How to view Properties

Viewing Properties

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Properties from the General folder or enter Properties in the Search option.

This will then show the Properties on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

How to create Properties

Create a new Property

Select Properties from one of the options as shown above in Viewing Properties.
Press New.
Enter the required fields.
Select Create once complete.

How to export Properties

Exporting Properties

Select Properties from one of the options as shown above in Viewing Properties.
Select the option, then select Export.
Enter one or more Legal entities, then select Submit, or Queue.
A popup shows the Excel file created. Open the file.
You can now make changes to the project data within this spreadsheet.

Once you are happy with your changes, save the excel file ready for importing.

How to import Properties

Importing Properties

Select Properties from one of the options as shown above in Viewing Properties.
Select the option, then select Import.
Select the file, then press Submit, or Queue.

Tip

Tick Skip errors to import the file regardless of the errors.

The changes made will be made and your project will now be updated.

Updated October 2024