PLM Properties

Use this page to define the level details for a category.

Note: Throughout the documentation, the text for the different levels within a category are as follows: PLM for the level 1 category, Building for the level 2 category, and Unit for the level 3 category.

Important: As a best practice, set up a single property with one category. If you set up a property with two categories, your data might be compromised. For example, you have two categories: Residential and Commercial. Set up Building A with the Residential category only.

Property Levels Example

Review the following example to better understand how categories and levels work.

On the , the following category is created: 

Property Level Table

Category name	Levels required	Level 1 label	Level 2 label	Level 3 label	Customer Label	Vendor label
Residential	Three	Apartment	Floor	Suite	Tenant	Landlord

On the PLM Properties page, the details for the Residential category are set up as follows: 

Apartment (Level 1)

The following table shows the different apartments set up for the Residential category.

Property Level Table

Facility number	Total area	Leasable area	Area unit
Apartment 4	400,000	400,000	sq. ft
Apartment 3	400,000	400,000	sq. ft
Apartment 2	400,000	400,000	sq. ft
Apartment 1	400,000	400,000	sq. ft

Floor (Level 2)

The following shows the rooms for the Apartment 1.

Property Level Table

Room number	Total area	Leasable area	Area unit
Floor 4	100,000	100,000	sq. ft
Floor 3	100,000	100,000	sq. ft
Floor 2	100,000	100,000	sq. ft
Floor	100,000	100,000	sq. ft

Suite (Level 3)

The following table shows the beds for room Floor 3 (Level 2) in the Apartment 1 (Level 1).

Property Level Table

Bed number	Total area	Leasable area	Area unit
Suite 4	25,000	25,000	sq. ft
Suite 3	25,000	25,000	sq. ft
Suite 2	25,000	25,000	sq. ft
Suite 1	25,000	25,000	sq. ft

Set Up Category Details

To set up the details for a category, follow these steps: 

Note: In the following two fields, PLM Levels, and Category Name, only letters, numbers, and dashes will be accepted. All other special characters will be ignored.

1. From the Properties List, select New.
   The PLM Levels page opens.
2. In the General FastTab, select the Category Name.
   All fields on this FastTab are automatically updated and are read-only.
   For each level available for the category, a Level FastTab appears.
3. For each level complete the Level FastTab as follows: 
   1. Specify a unique Level name.
   2. Select the Dimension Value for the level.
   3. Specify the Total area and Leasable area.
   4. For Level 1 only, select Show more to show the Contact Information field boxes and select a Contact Code for the property.

   Level 2 appears as a list within the Level 1 FastTab.

   To access Level 3, select a Level 2 line and then select Manage > Level 3.

4. To attach documents to the record, do the following: 
   1. Select to expand the FactBox pane.
   2. Select the number to open the details for the documents and attach the files you want.
   3. Select Close to return to the main page.

Edit Category Details

To edit the details for a category, follow these steps:

1. From the list, select a category and select Edit.
2. Select the level that you want to edit, and make the necessary changes, such as add a line, remove a line, or edit the total area or leasable area.

Note: Category levels that are attached to leases cannot be deleted.

For details for editing the area of a property, see Modify Property Area (Setup).

Properties List

Displays all properties that have been created.

PLM Level

Use this page to define the level details for a category.

General

In this FastTab, select the category for which you want to set up properties. All fields on this FastTab are read-only.

Level

The Level FastTabs appear based on the number of required levels for the selected category. Use these FastTabs to specify the details for each level.

For categories that have two or three levels the fields for each level appear in a layered format on the page. For example,

• Level 1 values are in the main fields of the FastTab.
• Level 2 values are in a list after the Level 1 fields.
• Level 3 values are accessed by selecting a line in the Level 2 list and selecting Manage > Level 3.

FactBox

The FactBox shows the following information: 

• Attachments Displays the number of attachments for the property. Adding an attachment is part of the standard Microsoft Dynamics 365 Business Central functionality.