Floorplan Templates provide reusable floorplan information that can be assigned to properties and units. A template stores the floorplan's identification, physical details, amenities, marketing assets, and optional pricing references.
Manage templates from Setup > Templates > Floorplan Templates.
Accessing Floorplan Templates
Go to Setup > Templates > Floorplan Templates.
From the Floorplan Templates list, you can:
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Select Create to create a template.
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Open a template to view its details.
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Select Edit for an active template.
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Select Duplicate when viewing a template to create a copy with a new ID.
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Activate or inactivate templates, when applicable.
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Delete an inactive template.
Users need the appropriate setup permissions to create, edit, activate, inactivate, or delete templates. Users with viewing access can open templates in read-only mode.
General Information
Complete the required floorplan information:
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ID: Enter the unique floorplan identifier. The ID is required and cannot be changed when editing an existing template.
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Name: Enter the floorplan name. The name is required.
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Description: Describe the floorplan. The description is required.
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Number of bedrooms: Enter a whole number greater than or equal to zero.
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Number of bathrooms: Enter a number greater than or equal to zero in increments of 0.5.
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Square footage: Enter a whole number greater than or equal to zero.
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Occupancy limit: Enter a whole number greater than or equal to one.
Amenities
Amenities are optional.
Search for and select the amenities that apply to the floorplan. The available values come from the active amenities configured under Company > My Preferences > Floorplan.
Marketing Assets
Marketing assets are optional. Select Add Asset to add an asset to the template.
For each asset, complete:
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Asset ID: Enter the identifier for the asset.
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Asset Type: Describe the type of asset.
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URL / File: Enter a URL or upload a file.
Each completed asset row requires all three values.
Pricing
Pricing values are optional references for use when setting up charges and comparing floorplan information with lease charges on reports.
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Market Rent: Enter the reference market rent.
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Minimum Rent: Enter the reference minimum rent.
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Maximum Rent: Enter the reference maximum rent.
Pricing values cannot be negative and support up to two decimal places.
Assigning Templates
Floorplan Templates can be assigned to properties from the Floorplans section of the property's General tab.
Only active templates assigned to the selected property are available when assigning a floorplan to a unit. A floorplan assigned to a unit can be used to provide consistent information for that unit, while unit-level changes remain specific to the unit.
A template cannot be removed from a property while it is assigned to one of the property's units.
Using The Template
When a floorplan template is selected for a unit, SIRE copies the template information into the unit's floorplan details. Changes made in the unit's floorplan details apply only to that unit and do not modify the Floorplan Template.
Saving A Floorplan Template
Before saving:
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Confirm that all required General Information fields are complete.
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Confirm that bathroom values use 0.5 increments.
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Confirm that the Occupancy limit is at least one.
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Confirm that each marketing asset includes an Asset ID, Asset Type, and URL / File value.
Select Save to create or update the template.
Editing, Viewing, Activating, Inactivating, Duplicating, And Deleting Templates
From the Floorplan Templates list or template view, use the available actions to:
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Edit an active template.
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View a template in read-only mode.
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Duplicate a template. The duplicate receives a blank ID and a copied name prefixed with Copy of; review and complete the duplicate before saving.
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Activate an inactive template.
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Inactivate an active template that is not assigned to a property or unit.
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Delete an inactive template.
An active template cannot be deleted. A template assigned to a property or unit cannot be inactivated. A template cannot be removed from a property while it is assigned to one of that property's units.
Frequently Asked Questions
Where Do I Access Floorplan Templates?
Go to Setup > Templates > Floorplan Templates.
Can I Assign A Template Directly To A Unit?
No. First assign the active template to the relevant property. The template then becomes available in the unit's Floorplan tab.
Can I Edit A Template After It Is Assigned?
Yes. Changes to the template do not automatically overwrite unit-specific floorplan information that has already been copied to a unit.
Can I Remove A Template From A Property?
Only when the template is not assigned to a unit for that property.
Can I Inactivate An Assigned Template?
No. A template cannot be inactivated while it is assigned to a property or unit.
Can I Delete An Active Template?
No. Inactivate the template first. An inactive template can then be deleted.
Where Do Amenity Values Come From?
Amenity values are configured under Company > My Preferences > Floorplan. Only active amenities are available for selection.