> ## Documentation Index
> Fetch the complete documentation index at: https://docs.walktheroom.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Portfolio

> Manage your portfolio

Your portfolio in Walk the Room is organized in a hierarchical structure that mirrors how real estate projects are typically structured. This makes it easy to manage multiple properties, buildings, and units across different locations.

## Understanding the Hierarchy

Walk the Room organizes your portfolio in the following structure:

```
Area
└── Property
    └── Building
        └── Floor
            └── Unit
```

Each level serves a specific purpose and helps you keep your portfolio organized and easy to navigate.

## Areas

Areas represent geographic regions or markets where your properties are located. They help you organize properties by location and make it easier to manage projects across different cities or regions.

### Creating an Area

<Steps>
  <Step title="Navigate to your project">
    Select the client and project you want to add an area to.
  </Step>

  <Step title="Add a new area">
    Click the "Add Area" button and provide a name (e.g., "Stockholm", "Gothenburg",
    "Downtown District").
  </Step>

  <Step title="Configure details">
    Add any additional information such as description or location coordinates if needed.
  </Step>
</Steps>

### When to Use Areas

* **Multiple cities**: When you have properties in different cities or regions
* **Market segmentation**: To separate different market areas within a city
* **Geographic organization**: To group properties by neighborhood or district

<Note>
  Areas are optional. If all your properties are in one location, you can skip this level and add properties directly.
</Note>

## Properties

Properties represent individual building projects or developments. This is typically what you would market as a complete project (e.g., "Seaside Residences", "City Center Tower").

### Property Information

When creating a property, you can define:

* **Name**: The marketing name of your project
* **Description**: Overview of the development
* **Location**: Address and geographic coordinates
* **Status**: Development stage (planning, under construction, completed)
* **Completion date**: Expected or actual completion date

### Best Practices

<CardGroup cols={2}>
  <Card title="Clear Naming" icon="tag">
    Use descriptive names that your users will recognize (the marketing name of the project).
  </Card>

  <Card title="Rich Descriptions" icon="file-text">
    Include key selling points and project highlights in the description field.
  </Card>

  <Card title="Accurate Locations" icon="map-pin">
    Ensure address information is complete and accurate for mapping purposes.
  </Card>

  <Card title="Keep Updated" icon="refresh-cw">
    Update status and completion dates as the project progresses.
  </Card>
</CardGroup>

## Buildings

Buildings represent individual structures within a property. A property may have one building (for a single tower) or multiple buildings (for a larger development).

### Adding Buildings

Each building within
your property should be added separately. This allows you to:

* Organize units by building
* Provide building-specific information
* Create navigation that reflects the actual project layout

### Building Details

Include relevant information such as:

* **Building name or number**: "Building A", "North Tower", etc.
* **Number of floors**: Total floors in the building
* **Building type**: Residential, commercial, mixed-use
* **Amenities**: Building-specific features

<Tip>
  Even if you only have one building, create it explicitly. This maintains consistency in your portfolio structure.
</Tip>

## Floors

Floors represent the individual levels within each building. Each floor should be added to help organize units and provide clear navigation for your presentations.

### Floor Organization

When adding floors:

1. **Use consistent numbering**: Follow standard floor numbering conventions
2. **Include all levels**: Add basement, ground floor, and all upper floors
3. **Special floors**: Mark floors with amenities, lobbies, or parking separately

### Floor Information

You can specify:

* **Floor number**: The actual floor level (1, 2, 3, or -1 for basement)
* **Floor name**: Optional descriptive name ("Lobby Level", "Penthouse Floor")
* **Units on floor**: Units are associated with their floor

<Warning>
  Floor numbering should match what will be used in the final building to avoid confusion.
</Warning>

## Units

Units are the individual spaces available within your property-apartments, offices, retail spaces, or parking spots. This is the most detailed level of your portfolio hierarchy.

### Unit Types

Common unit types include:

* **Apartments**: Residential units
* **Penthouses**: Premium residential units
* **Offices**: Commercial office spaces
* **Retail**: Commercial retail spaces
* **Storage**: Storage units
* **Parking**: Parking spaces

### Unit Information

Each unit should include:

* **Unit number**: Unique identifier (e.g., "301", "A-1205")
* **Type**: Apartment, office, retail, etc.
* **Size**: Area in square meters or square feet
* **Rooms**: Number of bedrooms/rooms (for residential)
* **Status**: Available, reserved, sold
* **Price**: Asking price or rent
* **Floor plan**: Associated floor plan image or document

### Managing Unit Details

<Steps>
  <Step title="Add basic information">
    Start with unit number, type, and size-the essential details buyers need.
  </Step>

  <Step title="Upload floor plans">
    Attach floor plan images or PDFs to each unit through the asset management system.
  </Step>

  <Step title="Set pricing">
    Add current pricing information and update as needed.
  </Step>

  <Step title="Update status">
    Keep unit availability status current as units are reserved or sold.
  </Step>
</Steps>

### Unit Best Practices

<AccordionGroup>
  <Accordion title="Consistent Numbering">
    Use a consistent numbering scheme across all units. For example, if using format "Floor + Unit" (like 301 for floor 3, unit 01), apply it consistently throughout the building.
  </Accordion>

  <Accordion title="Complete Information">
    Fill in all relevant fields for each unit. Missing information can create confusion for potential buyers.
  </Accordion>

  <Accordion title="Regular Updates">
    Keep unit status and pricing current. Set a schedule to review and update unit information regularly.
  </Accordion>

  <Accordion title="Rich Media">
    Attach multiple assets per unit: floor plans, views, interior renderings, and specification sheets.
  </Accordion>
</AccordionGroup>

## Portfolio Navigation

Once your portfolio is structured, you can easily navigate between levels:

```
Select Area
  → Select Property
    → View Buildings
      → Browse Floors
        → View Units
```

Each level provides an overview of the items it contains, making it easy to drill down to specific units or view your entire portfolio at a glance.

## Tips for Large Portfolios

<CardGroup cols={2}>
  <Card title="Use Search" icon="search">
    Use the search functionality to quickly find specific properties or units.
  </Card>

  <Card title="Bulk Operations" icon="layers">
    When possible, use bulk import or update features to manage multiple units efficiently.
  </Card>

  <Card title="Consistent Standards" icon="badge-check">
    Establish naming and numbering conventions early and apply them consistently.
  </Card>

  <Card title="Regular Maintenance" icon="wrench">
    Schedule regular reviews of your portfolio to ensure all information is current.
  </Card>
</CardGroup>

***

Need help organizing your portfolio? Contact your account manager for personalized guidance on structuring your projects.