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Your portfolio — frequently asked questions

How do I add a property?​

See Add a property, on the home page.

tip

If your portfolio is kept up to date by an ERP, adding a property by hand is not recommended: the next synchronisation may contradict it. This action is also reserved for administrators.

How do I add a building?​

See Add a building, in the general information of a property.

How do I add a piece of data?​

See Add a piece of data, in the general information of a property.

How do I change a piece of data?​

See Modify an existing piece of data, in the general information of a property.

To trace where a value came from and see its earlier values, go through Checking your data.