Lionel Partners — Facilities Management
Property Pulse
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Viewing:
Trend Analysis
Work Orders — Added vs Completed
Added
Completed
Loading trend data…
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Added
Per Week
Per Week
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Completed
Per Week
Per Week
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Open
Right Now
Right Now
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Avg Days
To Complete
To Complete
History · click a month to see its weeks, a week to see its days
Download History
Saves 's daily work order numbers as an Excel file.
Approve Project
Property:
CapEx
Community Budget vs. Actual
CapEx
Budget vs. Spent by Property
CapEx
Projects
CapEx
Completed Projects
| Property | Type | Project | Budget | Spent | Completed | Approved | |
|---|---|---|---|---|---|---|---|
CapEx
Archived Projects
Nothing here has been deleted — its expenses, to-dos, and files are all still attached, they just no
longer count toward the property's yearly budget total. Restore a project to bring it back to
Completed Projects.
| Property | Type | Project | Budget | Spent | Archived | Approved | |
|---|---|---|---|---|---|---|---|
Community:
Vendors
Add a Vendor
Vendors
Vendor List
| Name | Communities | Trade | Contact | Phone | Contracts | ||
|---|---|---|---|---|---|---|---|
A Reminder About Compliance Documentation
This tab is view-only — it shows how many compliance tasks are overdue or coming due for each
community, pulled live from Asana. All compliance documentation (certificates, inspection
reports, licenses, etc.) should be kept in ALIC — our official compliance software — not here.
Each Executive Director and Office Manager is responsible for uploading their community's compliance
documents into ALIC as needed.
Facilities
Add or remove the properties tracked in the system. A facility can be added without its Asana
information — its Work Orders tab just stays empty until that's filled in. Removing a facility is
permanent and only allowed once it has no projects, expenses, or to-dos on record.
| Name | Code | Work Orders | Compliance | |
|---|---|---|---|---|
Add a Facility
To find these IDs in Asana: open the facility's project, then use the "..." menu → Copy link. The long
number at the end of that link is the Project ID. Open the Preventive Maintenance and Room Turn sections
the same way to get their IDs. The Compliance Section ID instead comes from the shared "LPFM Compliance
Tracking" board — open that facility's section there and copy its link the same way.
Invite a User
Enter their email and click Invite. They'll get an email with a link to set their own password, and will
show up in the list below as soon as they do (or as soon as the invite is sent, if you'd rather set their
role and facilities in advance).
Manage User Access
Admin sees and manages everything, including this screen.
Editor can add, edit, and delete within their assigned facilities only.
Viewer can look but not change anything, within their assigned facilities only.
Unchecking every facility cuts off their access without deleting their login;
use the Remove button to delete a login entirely.
| Facilities | Role | |||
|---|---|---|---|---|
Expense Audit
Every expense on record, across every property — use this to find and permanently remove test or
incorrect entries. This is especially the place for any expense not tied to a project ("Unlinked"
below), since archiving a project only sets aside expenses that are attached to it. Deleting an
expense here cannot be undone.
| Property | Project | Vendor | Category | Amount | Date | Status | |
|---|---|---|---|---|---|---|---|
LIONEL PARTNERS — PROPERTY PULSE
0–10 overdue
11–15 overdue
16+ overdue