How to setup UNITS?

Learn how to create and set up Unit types, that allows you to break down the units into unique groups and assign them group-specific fields.

Intro

When you have a mixed real estate project, you want to make sure each property type is represented accurately. That's why we've introduced a high level unit types system that can each have their own data structure and highlights. Think of a townhouse vs appartment vs penthouse vs store. They can exist in the same development, yet have their own unique elements.

Unit Type is a new mandatory field that you may see on top of the Unit details page.

After the Unit type is selected type-specific unit fields are browsed which then can be filled in. 

Picture 1 - Unit Details, Prompto Portal

 

Unit type and custom fields are displayed in the Unit card.

Picture 2 - Unit Details, Prompto Showcase

 

But you can notice, that there are no Unit types initially. And that was done intentionally. So each Customer can set up his own unique Unit types, that suit the project most.

How to create a Unit type

Go to the Unit section of the Prompto Portal menu. Select Unit types tab. Click on the Add new unit type button.

Picture 3 - Unit section menu

 

Fill in the opened form.

1) First, add the name of the unit type.

Please notice, that you can fill in the name in 4 languages. You should fill in the English field. All other languages are optional. In case you left other languages blank and the end-user looking at the, for example, the French version of Showcase the English value will be presented.

2) You can select the icon from the set of available items in the dropdown. You can skip that step if you do not want the icon for your Unit type.

3) You can see the list of existing Custom fields, that are already added to your account. Select and checkbox those fields, that best match the Unit type. 

Please, read this guide to know, how to Create and set up Custom Fields.

Picture 4 - Unit type Add new/Edit interface

 

If there are no Custom Fields added to your account at that moment please go and set them up. After that, you will be ready to proceed with Unit types. Any way you can save your Unit type without Custom fields attach and do it later.

4) Don't forget to save your changes.

Picture 5 - Unit type Add new/Edit interface, buttons

🎉Congratulations!

You are done with your first unit type. Now you can assign the type to the units or proceed to create other unit types to have all your unit groups covered.

Picture 6 - Example set of Unit types in the Prompto Portal

💡Green dot 💚 on the Unit type in the list indicates that this Unit type is already assigned to one or more units in the project.

IMPORTANT

There is an additional Setting to switch ON once you have set up all the Unit types with custom fields. 

Go to Showcase Editor - Settings - Units - Unit Listing and switch Show custom fields ON.