Adding Schemes

Team Members and Admins can add new schemes, both within Speculative Housing & Partnership Residential. 

If you have Support+ as part of your package, please contact the Support Team for assistance adding new plots. 

Speculative Housing

Step 1: Schemes > + New Scheme

Step 2: Fill in the relevant scheme information, the only mandatory field is Scheme Name. 

Step 3: Submit

Step 4: Set your KPIs.

These will automatically be set as your Default KPIs but can be amended by un-toggling the 'Use Default KPIs' and selecting edit.

Partnership Residential

Step 1: Our Clients > Select the Client > + New Scheme

Step 2: Fill in the relevant scheme information, the only mandatory field is Scheme Name. 

Step 3: Submit

Step 4: Set your KPIs.

These will automatically be set as your Default KPIs but can be amended by un-toggling the 'Use Default KPIs' and selecting edit. You can also set these as Client KPIs by selecting submit and then clicking 'Apply Client KPIs'.