To view the property costs relevant to a home buy case

The procedure to view the property costs relevant to a home buy case is as follows:

Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
Click on Cost Floors / Defects. The Cost Floors / Defects tab is activated, revealing a list of all costs incurred within the management lifecycle of the property, as displayed in the Cost Floors summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
Click on Close.

Tip

1 By default, all costs are displayed in chronological order i.e. the date on which they were raised against the home buy case; to aid analysis, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Use the summary table Menu option to hide or reveal additional columns of information; apply the standard 'drag and drop' technique to reposition columns into a different order.

Field	Description
Date	The date on which the cost floor item was incurred on the property.
Cost type	The classification of the cost incurred by the landlord on the property e.g. Bathroom Refurbishment, New Kitchen, etc.
Note	The contextual information in support of the cost being raised against the home buy case.
Amount	The total value of the discrete cost floor item.

See related topics...

Home buy cost evaluation management overview

To add a property cost to a home buy case

Using the search facility