Site Configuration
Site Configuration
The Site Configuration section of Pereview allows for extensive customization and configuration options across the application.
*Note: Always consult with your administrator or Pereview support before making changes as any changes made here are global changes that will be applied sitewide.
The Site Configuration page is organized by functional area using the left side navigation hub. Below is a brief description of the available sections for configuration:
Field Configuration
The Field Configuration allows users to modify the display text of certain fields in Pereview.
Navigation
Similar to the Field Configuration tab, the Navigation Configuration section allows you to customize the display names of various tabs and organizational sections of Pereview.
Formatted Reports
This page allows users to map reports to specific folders and groups. Please note that when a report is assigned to a specific group, access is restricted to users within that group only. Users who are not members of the assigned group will be unable to run or view the report.
Custom Fields
This page allows you to add your own fields to defined areas within Pereview. You have a variety of control types for formatting (such as labels and line dividers) and data types (such as text, numbers, lists, and contacts). The custom fields will display under General Information or the Details for a given scope. For custom fields created under Asset or Transaction Properties, users also have the option to configure the Property Type under which the field will be displayed. Note: Once a custom field has been saved and/or has a value entered, its Control Type cannot be changed on the configuration page.
Custom Forms
This page enables users to create and set up custom data entry forms, which will appear within the corresponding area of Pereview such as Asset Details. Please note that the custom form will only be displayed if the "Is Visible" option is selected on the configuration page.
Documents
Using the Document Configuration tools, customize how you categorize files that are uploaded to various system objects (Asset, Transaction, Loans, etc.). Using these associations, quickly sort and filter your files in Pereview to see all files of a certain type or find a specific file you are looking for.
Roles
From this page, specific Roles can be configured for each function within Pereview and optionally marked as required. For instance, creating a required Accountant role for your assets will REQUIRE that an Accountant be assigned to the asset before any changes can be saved.
Dates
This page contains configuration settings for adding and managing various date types tracked within the application, such as Closing, Development, and Inspection Dates. Each date type is organized according to the specific investment type under which it is being tracked.
Required Fields by Status
Data fields can be marked as required depending on the specific status that has been selected. For each of the following sections, select a specific status from the available dropdown:
- Transaction fields by Deal Status
- Asset fields by Property Status
- Disposition fields by Disposition Stage
- Financing fields by Loan Status
Within each section, click +Add Field to include a field as required depending on the status/stage selected.
Required Documents by Status
Documents can also be marked as required either for Transactions or Dispositions. Under this section, users can view a list of required documents for each. To add a new document to be made mandatory, click +Add Document Type, select an applicable Status / Stage, the appropriate Category & Subcategory, then Document Type from the dropdown. Click the icons in the Actions column to either edit or delete.
Required Roles by Status
When a status or stage is applied for either a Transaction, Asset, Disposition, or Loan, a Role can be made mandatory for users to populate. Under this page, users can view a current list of all roles required by status. Click +Add Role for the relevant section to create a new mandatory role, select the applicable status / stage, then a role from the dropdown. Click the icons in the Actions column to either edit or delete.
Required Dates by Status
When a status or stage is applied for either a Transaction or Disposition, a Date field can be made mandatory for users to populate. In this section, users can view a current list of all dates required by status or stage. Click +Add Date for the relevant section to create a new mandatory date field, select the applicable status / stage, then select a date field from the dropdown. Click the icons in the Actions column to either edit or delete.
Location
This page houses all City, Country, County, and MSA metrics, and allows users to configure them for Investment location fields.
Ownership
This page enables users to add, edit, delete, and reorder how different Ownership elements are displayed in Pereview.
Transaction
The Transaction configuration page contains the various parameters for dropdowns and modifying list options that are applied when modeling a Transaction.
Development
View and manage the various fields available in the dropdown lists when modeling a Development. There are a variety of fields in the form of dropdown lists with options that can be controlled on this page for tracking the Development Phase and Status. To add more options, click Add Phase or Status. Comment Types can also be applied specifically for Developments if applicable, with the options being editable. Click the icons in the Actions column to either edit or delete.
Asset
The Asset configuration page contains the various parameters for dropdowns and modifying list options that are applied when modeling an Asset.
Portfolio
The Portfolio configuration allows you to create and manage portfolio layouts, which can in turn be assigned to previously created portfolios under Site Data Management. This allows portfolio dashboard layouts to be customized and/or standardized.
Tenant Lease Configuration
This page allows users to configure all settings related to Tenant Leases that have been mapped to Assets.
Financing
The Financing configuration page contains the various parameters for dropdowns and modifying list options that are applied when modeling Financing.
Disposition
The Disposition page contains the various parameters for dropdowns and modifying list options that are applied when modeling Dispositions:
COA Metrics
This page displays and enables users to refresh all metrics linked to the uploaded Chart of Accounts. Checking the Balance? box lets the system know that the ending balance should populate on reports instead of the sum of the net change.
Chart of Accounts
This page houses the Chart of Accounts and allows the user to view and configure all accounts set up within the application. This section cannot be left empty, as it enables the population of income statements, balance sheets, and supports metric mapping. To disable an account from driving to metrics and reports, uncheck the Active box. If it should not be calculated on the GL ledger, uncheck the GL? box.
Property Management Company
This page allows users to add third-party operators and associate their asset identifiers and chart of accounts to their respective investments. Please note that each property management company MUST be added to the Property Management Company grid at the top of the page in order to be available for selection in subsequent sections.
Variance Portal
The Variance Portal allows Operating Partners and Property Management Companies to submit their periodic data, subject to approval, before loading into Pereview. This area enables users to create thresholds and rules for the various Variance Portal amounts and percentages.
Notifications
This section allows users to configure rules and settings for system notifications, including notification type, triggers, frequency, and content. Notifications can also be assigned to specific user roles from this page.
Workflows
This page enables users to create and modify workflows. Note that only Super Admins are permitted to edit a workflow template once it has been marked as Active, in order to prevent modifications during active execution. Selecting a workflow opens the Workflow Details screen, which allows users to add individual statuses, add custom fields, set reminders, and more.