I want to store and access important information about multiple properties in one place

If you’re using separate Excel sheets or task management systems to keep track of and manage multiple properties, you could be missing out on important deadlines that could lead to errors, including ‘Health & Safety’ project clashes. 

Here at WorkSavi, we specialise in working with estate management professionals and helping them manage projects over multiple property locations. 

Our Portfolio plan is the perfect solution for estate managers who want to streamline property management into one easy-to-use platform. 

You can build personal estate and asset databases, tailor workflows, manage staff, keep track of supply chains and third-party contractors, and set up reminders for compliance and health and safety deadlines. 

We have an intuitive property portal that allows you to store and view important documentation for all projects across your estate. Your entire team will be able to access important info from one centralised database too. This provides total peace of mind that you’re all working from the right version of drawings, schedules, specifications and certificates. 

And, to ensure you never miss an important deadline ever again, you will be able to schedule reminders for key project milestones or gateways, lease and break management events, regulatory compliance inspections, property repairs and maintenance and even create audit forms for health and safety inspections, compliance and asset surveys. 

Portfolio Plan features and benefits

  • Project portfolio management
  • Manage capital projects across your property portfolio
  • Visibility of all project activity across your entire portfolio
  • Unique Trackers with process learning
  • Business Intelligence reporting
  • Forms – unlimited
  • Advanced resource management with role based allocations & resource calendar
  • Employee management
  • 2-way sync with MS Project / P6 / ASTA / Excel
  • Fully configurable Property and Estate Management
  • Your property & asset data in the format you want it
  • Lease and Break management
  • Compliance management with estate heatmap of risk
  • IFRS-16
  • Asset survey module & asset management
  • Specific site documents & photographs quickly accessible
  • Notifications of key events – eg. rent reviews / PPM / compliance inspections etc.
  • Gantt charts
  • Forecasting
  • Kanban & Brainstorm Kanban Boards
  • Recover deleted Projects in 30 days
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The all-in-one project management tool

The easiest way to stay compliant, manage important assets and track projects across multiple estates. With simple-to-use functionality that easily integrates into your business, it’s the perfect solution for corporations and estate management professionals.

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