CUC - Enter the Information of Each Unit in a Condo or Rental, Using the Condo Unit Configurator

Modified on Tue, 11 Mar at 1:36 AM

Introduction:

In this application, you can define, enter, and manage all the information about each unit in your condo/rental. This information will be fed to all your touchpoints (website, touchscreen, etc.)

!! Heads-Up

The Layout and Styling of how your units display in your touchpoints are NOT Handled by the Condo Unit Configurator (CUC). To Layout and Style Condo Unit pages, you use the Website and Landing Page Builder (WLPB) and/or the Touchscreen Builder (TB). The Information entered in the Condo Unit Configurator (CUC). is pulled into various applications and displayed in the different touchpoints (Web, Mobile, Touchscreen, Digital Signage, Contracts, etc.).

!! Heads-Up

Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.

TABLE OF CONTENTS

Get Started
- Launch the Condo Unit Configurator (CUC)
- Enter Condo Address Details
Gather the Information to Configure the Condo Units
- Collect the Floor and Units' Information
Use Data Import to Automatically Populate your Floor and Units’ Information
Manually Configure a Unit and Enter its Information including Premiums, Add-Ons, Floor Plans, and Renderings
Unit Add Ons
Unit Premiums
- Add Unit Premiums
- Add a Custom Unit Premium Field
Official Information / Occupancy and Fees
Downloadable Floor Plans
Add Media Files to your Unit (images, renderings, videos, virtual tours)
- Add Gallery Images to your Unit
- Add a Video or a 360 Virtual Tour
Publish / Unpublish your Units
- Publish / Unpublish Units to Make them Visible on or Hide them From your Touchpoints
Navigate to and Edit Your Floors and Units
Bulk Actions - Edit a Group of Floors or Units
- Groups of Units Within a Floor - Publish / Unpublish / Delete
- Units with the Same Specifications within a Floor - Sort / Publish / Unpublish / Delete
Settings - General Settings: Add or Edit Condo Address
- Complete the Condo Address Details
Settings - Customization: Add or Edit Official Information, Custom Fields, Premiums, and Add-Ons
Settings - Data Management

Get Started

Launch the Condo Unit Configurator (CUC)

Go to the project’s Workplace,
Under Product Management, find the Condo Unit Configurator (CUC) and Click on it

!! Can’t Find the Condo Unit Configurator?

Confirm that the Owner/Admin selected High-Rise when configuring the project.

Enter Condo Address Details

!! If You Don’t Have the Address Details, Enter them Later

This information is Not Mandatory at this point, or you can enter only some of it. But, it MUST be completed in FULL before a contract can be signed. Follow These Steps if you are entering the details at a later time.

Enter Street Number, Street Name, Postal Code, City and Province
Click Next

Gather the Information to Configure the Condo Units

Collect the Floor and Units' Information

Ideally, the Builder will Provide the Information in an Excel Spreadsheet
You can use the Data Management functionality to Import the Floors’ and Units’ Information or you can Manually Configure Them

Use Data Import to Automatically Populate your Floor and Units’ Information

Set Up Custom Fields

Bildhive provides you with a comprehensive list of Default Fields, but we can only anticipate some of your needs, so we have Provided you with the option to add Custom Fields. If necessary, add the Custom Fields BEFORE doing your Import.

To add a Custom Field, go to the Left Navigation Bar and select Settings
In the Submenu, under Customization, click Custom Fields
Go to the Bottom of the page and click Add Custom Field
In the New Custom Field pop-up, Add a Name*, a Field Type*, and, if required, a Default Value
Click Add Field
Repeat this process for all fields you need to add

*Mandatory Fields

!! CSV File Templates.

Use these Templates to Prepare your CSV files for importing data related to Units, Parking Spots, Lockers, and Bike Racks. The templates include five different Types of possible custom fields. These are located in the last five columns of the fils and are Identified as custom.

CUC Import Data Templates

CUC-TEMPLATE To Import Bike Racks

CUC-TEMPLATE to Import Lockers

CUC-TEMPLATE to import Parking Spots

CUC-TEMPLATE to Import Units

Use these files as Samples:

CUC-SAMPLE file To Import Bike Racks

CUC-SAMPLE file to Import Lockers

CUC-SAMPLE file to import Parking Spots

CUC-SAMPLE file to Import Units

File Templates to Organize Your Information

Builders have their unique approaches to Organizing data files in Excel
Even though it is not Mandatory, it is recommended that you reorganize your files following the provided Templates to ensure a Smooth Data Import:

CUC-TEMPLATE To Import Bike Racks

CUC-TEMPLATE to Import Lockers

CUC-TEMPLATE to import Parking Spots

CUC-TEMPLATE to Import Units

Use these files as Samples:

CUC-SAMPLE file To Import Bike Racks

CUC-SAMPLE file to Import Lockers

CUC-SAMPLE file to import Parking Spots

CUC-SAMPLE file to Import Units

!! Why is it recommended to follow Bildhive’s Templates?

Importing data into Bildhive requires Mapping the Headings in your document To Fields in the Condo Unit Configurator. By following the provided Templates, the mapping is Straightforward.

Save your File as CSV

Bildhive Requires CSV format for Data Import
Once your Excel file is Ready, do the following to save it as a CSV
If you are using a Mac, go to the Top Bar and click File, then select Download, and from the Submenu, select Comma Separated File (.csv)
If you are using Microsoft, switch to the File tab, then select Save As, and from the dropdown select CSV Comma Delimited file
Unless you specify otherwise, your file is Saved in your Downloads Folder

!! What are CSV files and why do we need them?

A CSV is a comma-separated values file. These files are used to export and organize a high volume of data. It is a spreadsheet that contains a.csv extension.

Import your CSV file

On the Left Navigation Bar, click Settings
In the Submenu, on the Data Management Section, select Manage Data
Make sure the Import from CSV tab is Selected
Select Import Units, Import Parking Spots, Import Lockers, or Import Bike Racks
If you’ve already uploaded your CSV file to the Asset Library, select it and then click Select
Otherwise, Upload it now

!! What does the Maximum Number of Upload Records Mean?

When you upload a CSV file to Bildhive, it is essential to note that it should contain less than 15,000 rows -excluding the column headers. If your CSV file has more than 15,000 rows, divide it into smaller files and upload them separately.

Map the Headings

Once you Select your file, the Import from CSV window opens
On the Left Side, you will see a list of Headings
Each Heading represents a Column in the CSV file
On the Right Side, there is a series of Dropdowns with a list of the Fields in the Condo Unit Configurator
Begin by Mapping the Initial Heading—simply click on the dropdown menu directly opposite it
From there, Choose the Field that Aligns with the heading
This action will automatically Populate the corresponding Field in the Condo Unit Configurator with the Data from the column in your CSV file
Continue Mapping the rest of the Headings with their corresponding Fields
Fields are in Alphabetical Order
Select Ignore if you don’t want a field to Populate
Select Preview to check how the fields are going to be mapped
Select Import to populate the fields with the data
Once the Data is Imported, the list of Floors populates the Left Navigation Bar
Click on a Floor to view a list of the Units contained within

!! Not all the information can be uploaded in bulk.

To complete your Condo Unit configuration, manually upload information, like Images, Floorplans, Media, etc.

Was the Import Successful? Open Data Management and Check it

Go to the Left Navigation Bar, and click Settings
In the Submenu, under the Data Management section, select Manage Data
At the top, Select the History tab
Select Unit, Parking, Locker, or Bike Rack
A list of your imports is displayed
A Successful import is indicated with a green Success label under the Status column
A failed Import is indicated with a red Failed label under the Status column
The Reason for the failure appears under the Reason column

Import New, Additional, or Adjusted Data

Ideally, the Import process should be done Once at the Start of a Project
For Minor Updates, it's best to Add information Manually
However, if you Need to do Another Import, enter the data in the template, save it as a CSV file, and then import it into Bildhive
This will Update any Fields that Match Existing Mapped Information

!! Heads-Up:

Fields will be Overwritten with the new data. When you import entirely NEW DATA, the existing information will remain Unaffected.

Manually Configure a Unit and Enter its Information including Premiums, Add-Ons, Floor Plans, and Renderings

Enter the Number of Habitable Floors in the Condo/Rental

Info: About Habitable Floors,

A Habitable Floor contains Habitable Units.

Enter the Number of Habitable Floors
Click Next
You will be prompted to start Adding Units and enter their information

!! Did you Make a Mistake entering the Number of Floors?

You can always Add or Delete floors at any time.

Add a New Unit

To Add your first Unit, go to the Top Right of the screen, and click Add New Unit
The Add New Unit screen Opens

Enter Unit Basic Information

Among others, enter the following information

Define Condo Type –Select Condo Unit or Condo Town *
Unit Code –Code used by the builder to identify the unit
Unit Number *
Marketing Name –Name used to market the floorplan and used to Identify the Unit for navigation
Enter Suffix
Enter Address
Enter Floor Level * and, if applicable, Legal Level
Enter Unit Price *
Enter Interior Square Footage *
Enter Exterior Square Footage –For Example, the square footage of a balcony, roof garden, etc.
Enter Price per Square Feet
Select Exposure
Enter Ceiling Height (ft)
Enter the Number of Bedrooms *
Enter the Number of Bathrooms *
Enter the Number of Powder Rooms
Indicate whether there is a Den
Enter the Maximum Number of Parking Spots allowed for this unit *
Enter the Maximum Number of Lockers allowed for this unit *
Enter the Maximum Number of Bike Racks allowed for this unit *

* Mandatory Fields

!! You have two options for entering Powder Rooms:

Add 0.5 to the total bathroom count in the BATHROOM COLUMN.
Enter the Number of Powder rooms separately in the POWDER ROOM column

Upload the Main Floor Plan Image *

To add the Main Floor Plan Image, Scroll down to the Floor Plan section
Main Floor Plan section, click Add Image to open the Media Library
From the Media Library, select the Folder that contains the floorplan Image
Select the Image then click Select

Upload a Loft/ Second Level Floor Plan Image

If the unit contains a Loft or a Second Level and you want to Upload an Image of the floorplan, Scroll down to the Floor Plan section
Select Loft/Second Level then click Add Image to open the Media Library
From the Media Library, select the folder that contains the Floorplan Image
Select the Image then click Select

Upload a Terrace Floor Plan Image

If the unit contains a Terrace and you want to Upload an Image of the floorplan, Scroll down to the Floor Plan section
Select Terrace then click Add Image to open the Media Library
From the Media Library, select the Folder that contains the floorplan Image
Select the Image then click Select
Under the Status and Visibility section, click Save/Update to Save the Information

* Mandatory Fields

!! About Uploading to the Media Library:

If you have not uploaded the images to your Media Library yet, you can upload them now using the Content Asset Management System (CAMS). Please Follow These Steps if you don’t know how to upload to the Content Asset Management (CAM). Make sure to follow the Bildhive Asset Preparation Guidelines when preparing your assets.

!! About File Formats and Folders:

Different Sections in the Bildhive Platform require you to upload files in Specific Formats. When a section requires a jpeg/png Format, only those Folders Containing jpegs/pngs will be Displayed on the left-hand navigation bar. If the section requires pdf format, then only the Folders that Contain pdfs will be Displayed when accessing the Media Library from that Specific Section of the platform.

Add a Custom Field

!! Do You Need to Add Information that does not have a Field?

Add a Custom Field.

To Add a Custom Field, Scroll Down to the Custom Fields section
Below the Custom Fields section, click Add Custom Field
In the New Custom Field pop-up, type a Name* for your custom field
From the Field Type Dropdown, select whether you want a Text Field or a Multiple Choice Field *
Enter a Default Value
Click Add Field

* Mandatory Fields

!! What is a Default Value?

A Default Value is the Sample Value that appears Inside the Text Field to guide the user.

!! Do You Need to Delete a Custom Field?

Follow these steps.

Save your Unit Information

Once you have entered all your Basic Information, scroll to the Top of the screen
On the Right Side, find the Status and Visibility field
Below the Status and Visibility field, click Save if this is your first time saving the information or Update if you had previously saved it
Update your information as you go

!! Did you Receive a Notification that you Reached your Maximum Number of Units?

The Number of Units for the Condo was defined when Configuring the Project. Speak to your Admin Team. Additional Units can be Added by visiting the Billing Section of the project.

!! About Status Labels

As you create them, Units are Labeled as Available. In order to Change the Status Label to Sold, Hold, Sold Conditional, or Not Released, you MUST DO IT either through the Inventory Price Manager App or the Transaction Management App.

Unit Add Ons

Assign a Parking Spot to a Unit

Info: About Predefined Parking Spots

Condo Units are frequently Assigned a Specific Number of Parking Spots. Sometimes, they are Predefined, meaning that a Specific Parking Spot is Assigned to a Specific Unit.

To Create a Parking Spot, Scroll down to the Unit Add-Ons
Check below the Unit Add Ons title and make sure the Parking Tab is selected
Click Add New
Enter Parking ID
Enter a Parking Spot Number
Select a Parking Type – Regular, EV, Tandem, or Extra Large
Enter a Parking Spot Price
Enter a Description
Select a Tag
At the Top Right Corner, under Status and Visibility, click Update
As you add it, the Parking Spot is Listed in the Parking Spot List

!! Other ways to enter Parking Spots

You can also enter Parking Spots from Settings/Add-Ons. Follow these steps.

!! What are these Tags used for?

They are used to filter the product in the Inventory and Price Manager app.

Assign a Locker to a Unit

Info: About Predefined Lockers,

Condo Units are frequently Assigned a Specific Number of Lockers. Sometimes, Lockers are Predefined, meaning that a Specific Locker is Assigned to a Specific Unit.

To Create a Locker, Scroll down to the Unit Add-Ons
Below the Unit Add Ons title, select the Locker Tab
Click Add New
Enter Locker ID
Enter a Locker Number
Select a Locker Type – Regular Large
Enter a Locker Price
Enter a Description
Select a Tag
At the Top Right Corner, under Status and Visibility, click Update
As you add it, the Locker is Listed in the Locker List

!! Other ways to enter Lockers

You can also enter Lockers from Settings/ Add Ons. Follow these steps.

!! What are these Tags used for?

They are used to filter the product in the Inventory and Price Manager app.

Assign a Bike Rack to a Unit

Info: About Predefined Bike Racks

Condo Units are frequently Assigned a Specific Number of Bike Racks. Sometimes, Bike Racks are Predefined, meaning that a Specific Bike Rack is Assigned to a Specific Unit.

To Create a Bike Rack, Scroll down to the Unit Add Ons
Below the Unit Add Ons title, select the Bike Rack Tab
Click Add New
Enter Bike Rack ID
Enter a Bike Rack Number
Select a Bike Rack Type – Regular Large
Enter a Bike Rack Price
Enter a Description
Select a Tag
At the Top Right Corner, under Status and Visibility, click Update
As you add it, the Bike rack is Listed in the Bike Rack List

!! Other ways to enter Bike Racks

You can also enter Bike Racks from Settings/ Add Ons. Follow these steps.

!! What are these Tags used for?

They are used to filter the product in the Inventory and Price Manager app.

Unit Premiums

Add Unit Premiums

Info: About Unit Premiums.

Unit Premiums are an Extra Cost attached to some of the units in the condo. Examples of Premiums are Floor Premiums, View Premiums, Balcony Premiums, and Terrace Premiums.

To Add a Unit Premium, Scroll down and, below the Unit Add Ons section, find the Unit Premium Section
Select one or more of the Premiums offered
Enter the Dollar Value of the Premium(s)
At the Top Right of the screen, under Status and Visibility, Click Update

Add a Custom Unit Premium Field

To Add a Custom Unit Premium, Scroll down and, below the Unit Add Ons section, find the Unit Premium Section
Click Add Unit Premiums
In the New Custom Field pop-up, type a Premium Name*
Enter a Premium Value
Click Add
At the Top Right of the screen, under Status and Visibility, Click Update

* Mandatory Fields

Official Information / Occupancy and Fees

!! Use this section to manually assign or override official information and occupancy dates for specific units.

To apply these settings Globally across all units in the condo, navigate to Settings > Customization > Official Information Default Settings and define them there.

Add a Tentative / Firm Close Date

Scroll down to the Official Information / Occupancy and Fees section
Click on the Select Tentative/Firm Close Date field, and select a date from the Calendar
To bring up the Previous/Next Month, find the name of the month and click the Single Arrow
To bring up the Previous/Next Year, find the name of the month and click the Double Arrow
At the Top Right of the screen, under Status and Visibility, Click Update
Click Not Applicable to mark this field as Inapplicable

Add an Estimated Property Tax

Scroll down to the Official Information / Occupancy and Fees section
In the Estimated Property Tax field, enter the estimated Property Tax Amount
At the Top Right of the screen, under Status and Visibility, Click Update

Add Estimated Maintenance

Scroll down to the Official Information / Occupancy and Fees section
In the Estimated Maintenance field, enter the estimated Maintenance Amount
At the Top Right of the screen, under Status and Visibility, Click Update

Add an Outside Occupancy Date

Scroll down to the Official Information / Occupancy and Fees section
In the Outside Occupancy Date field, enter a Date
At the Top Right of the screen, under Status and Visibility, Click Update
Click Not Applicable to mark this field as Inapplicable

Add a Termination Date

Scroll down to the Official Information / Occupancy and Fees section
In the Termination Date field, enter a Date
At the Top Right of the screen, under Status and Visibility, Click Update
Click Not Applicable to mark this field as Inapplicable

Add a Dynamic Termination Date

Scroll down to the Official Information / Occupancy and Fees section
Move the Dynamic Termination Date slider to the right
This applies the number of days entered in this field to the deal’s Initiation Date to calculate the Closing Date
At the Top Right of the screen, under Status and Visibility, Click Update

Downloadable Floor Plans

Upload a Downloadable Floor Plan Brochure

Scroll Down to the Downloadable Floor Plan section
To the Right of the field, click Add PDF
From your Media Library, select a previously uploaded Pdf
At the Top Right of the screen, under Status and Visibility, Click Update

!! About Uploading to the Media Library:

If you have not uploaded the brochures to your Media Library yet, you can upload them now, using the Content Asset Management System (CAMS). If you don’t know how to upload to the Content Asset Management System (CAMS), please Follow These Steps. For Optimal Performance, please follow our Asset Preparation Guidelines when preparing your assets.

!! About File Formats and Folders:

Different Sections of the Bildhive Platform require you to upload files in Specific Formats. When a section requires a jpeg/png Format, only those Folders Containing jpegs/pngs will be Displayed on the left-hand navigation bar. If the section requires pdf format, then only the Folders that Contain pdfs will be Displayed when accessing the Media Library from that Specific Section of the platform.

Upload a Features & Finishes List

Scroll Down to the Features & Finishes section
To the Right of the field, click Add PDF
From your Media Library, select a previously uploaded Pdf
At the Top Right of the screen, under Status and Visibility, Click Update

!! About Uploading to the Media Library:

If you have not uploaded the Features & Finishes List to your Media Library yet, you can upload it now using the Content Asset Management System (CAMS). If you don’t know how to upload to the Content Asset Management System (CAMS), please Follow These Steps. For Optimal Performance, please follow our Asset Preparation Guidelines when preparing your assets.

!! About File Formats and Folders:

Upload a Thumbnail Image of the Unit

!! About the Thumbnail Image,

The Thumbnail image you upload will be used as the Main Image to Identify the unit on the Website and Touchscreen. In the Absence of a Thumbnail Image, the system will Automatically use the Main Floor Plan image as a Thumbnail.

To Upload a Thumbnail image, scroll to the Top of the Page
Below the Status and Visibility field, Find the Thumbnail Image Field
click Set Featured Image to Open your Media Library
From the Media Library, select an Image
Click Select
Scroll Up and under Status and Visibility, click Update

!! About Uploading to the Media Library:

!! About File Formats and Folders:

Add Media Files to your Unit (images, renderings, videos, virtual tours)

!! Going from the Unit Details Tab to the Media Tab:

You can Toggle between the Unit Details tab and the Media Tab without saving, But, you Must Save / Update Before Moving Away From This Screen.

Add Gallery Images to your Unit

Scroll to the Top of the screen,
To the Right of the Unit Details Tab, click on the Media Tab
To add a Gallery Image, go to the Gallery Images section and click Set Featured Image
From the Media Library, select an image
Repeat to add more Gallery Images

!! About Uploading to the Media Library:

If you have not uploaded the Gallery Images to your Media Library yet, you can upload them now using the Content Asset Management System (CAMS). If you don’t know how to upload to the Content Asset Management System (CAMS), please Follow These Steps. For Optimal Performance, please follow our Asset Preparation Guidelines when preparing your assets.

!! About File Formats and Folders:

Add a Video or a 360 Virtual Tour

Scroll to the Top of the screen,
To the Right of the Unit Details Tab, click on the Media Tab
To add a Video, find the Videos section
In the Virtual Tour Video URL, enter the URL of the video
To add a 360 Virtual Tour, go to the 360 Virtual Tour field and provide the iframe Embedded Code
Click Update

!! About Uploading to the Media Library:

!! About File Formats and Folders:

Publish / Unpublish your Units

!! About Status and Visibility:

By default, the Units’ visibility is set to Draft. You MUST PUBLISH your Units in order for them to be visible on your different Touchpoints (website, touchscreen, etc.)

Publish / Unpublish Units to Make them Visible on or Hide them From your Touchpoints

To publish a Unit, if you are not on its Detail Screen, go to the Left Navigation Bar and select the Floor of the Unit you want to Publish
On the Floors and Units List, locate the Home Model you want to Publish
Roll over it to display the Action Menu
From the Action Menu, select Edit, this will open the Unit Details Screen
At the Top Right, find the Status and Visibility field and Click Draft to display the Status and Visibility Dropdown Menu
From the Dropdown Menu, select Published
Click Update
To Unpublish the Unit, Re-select Draft from the Status and Visibility Dropdown

Navigate to and Edit Your Floors and Units

!! Do you Want to View the Floors and Units You Configured?

Floors are Listed on the left Navigation Bar, and Units are Listed on the Main Stage. The units are organized by floor, so Select a Floor to View the Units within it.

Navigate to Floors and Units

To Navigate to a Floor, go to the Left Navigation Bar and select the Floor you would like to navigate to
The Floor Drawer Opens and lists Units grouped by Specs like Number of Bedrooms, Terrace Suites, Loft Suites, etc
You can also Navigate to the different floors, using the Floor Levels navigation, located at the Top Right of the Main Stage
Once you Select a Floor, a List of the Units within that floor is Displayed on the Main Stage

Add a New Floor

To Add a new Floor, go to the Units List Screen
At the Top Right of the Units List Screen, find the Add Floor Button and Click on it
Enter the Floor Name and Confirm

!! You can’t See the Add New Floor Button?

If you can’t see the Add New Floor Button, you are probably inside a Unit Details screen or Inside any of the Settings screens.

If you are inside a Unit Details Page, you can go to the Top Left of the page and right above the Unit’s Name, click the Back To Floor # button. You can also Select any Floor from the Left Navigation Bar. This will take you to the Units List Screen.

If you are inside any of the Settings Screens, go to the Left Navigation Bar and select Any Floor. This will take you to the Units List Screen.

Floors - Edit, Rename or Delete

To Rename, Unpublish or Delete a Floor, Rollover the Floor on the Left Navigation Bar
Click on the 3-Dot Action Menu to the right of the floor
From the Dropdown Menu, click Delete, Rename or Unpublish and Confirm the changes

!! STOP

Deleting a Floor will Permanently Remove all the Units that have been configured within this Floor.

Units - Edit / Preview / Duplicate / Delete

Info: View the Units in the Card View or in the List View

To toggle between one and the other, go to the Top of the Screen and, under Add New Unit, select the Card View - Squares Icon or the List View - List Icon. You can apply Filters to the List View.

To edit a Unit, select the Floor where this unit is Located
From the Unit List, select the unit you want to Edit
If you are in the Card View, Rollover the Unit
In the Actions Bar, select Edit, Preview, Duplicate, or Delete
If you are in the List View, click on the 3-Dot action Menu to the right of the screen
Scroll right if you don’t see the 3-Dot action Menu
Select Preview, Edit, Duplicate, or Delete
When you are done Editing, Click Update
To Delete a Unit directly from the Unit Details Screen, go to the Status and Visibility Section on the right and click Delete

Info: Do this to Search for a Unit:

At the top of the screen, locate the Search Bar and enter the Unit you are seeking.

Thumbnail - Change the Thumbnail

To Change a Thumbnail image, scroll to the Top of the Page
Below the Status and Visibility field, Find the Thumbnail Image
Rollover the Image to display the Actions Bar
Select the Pencil Icon
The Media Library will open
From the Media Library, select an Image
Click Select
Scroll Up and under Status and Visibility, click Update

!! About Uploading to the Media Library:

!! About File Formats and Folders:

Bulk Actions - Edit a Group of Floors or Units

Groups of Units Within a Floor - Publish / Unpublish / Delete

To delete a Group of Units within a floor, go to the Left Navigation Bar
Select the Floor that contains the Units
From the Unit List, select the Units that need Deleting
At the Top Right, below the List View Selector, the Bulk Actions button displays
Click Bulk Actions to open the Bulk Actions Dropdown Menu
From the Dropdown Menu, select Change Publish Status or Delete

Info: You can Select all the Units in the floor:

Go to the List View, locate the Square at the top of the list, to the left of Floor Plan and Select it. This will select all the Units contained within the floor.

Units with the Same Specifications within a Floor - Sort / Publish / Unpublish / Delete

Info: You can Sort Units that Share the Same Specifications (Specs)

Units within a floor are sorted using specs. When you select a Floor in the Left Navigation Bar, the Floor Drawer Opens.

The Floor Drawer contains a List of Specifications (for example, number of bedrooms, condo type, loft, etc.) taken from the specs of the units on this floor. Selecting a Spec in the Floor Drawer will display Only Units that Share that Spec.

If you would like to Display all Units without Sorting, return to the Left Navigation Bar and select the Floor again. You can use this when you want to delete a group of Units that share a Spec.

To Unpublish or Delete Units Grouped by Specs, go to the Left Navigation bar and select the floor where the units are located
In the Floor Drawer, Rollover a Spec
Click on the 3-Dot Action Menu to the right of the Spec
From the Dropdown Menu, select Delete, or Unpublish and Confirm the changes

!! STOP

When selecting a Spec from the Floor Drawer and Deleting it, All the Units in the Floor that share this Spec, will be Permanently Deleted.

Settings - General Settings: Add or Edit Condo Address

Complete the Condo Address Details

To complete the Condo Address, go to the Left Navigation Bar and select Settings
From the Settings submenu, select Condo Address
Fill in the Fields that need to be Filled
Click Save

Settings - Customization: Add or Edit Official Information, Custom Fields, Premiums, and Add-Ons

Official Information Default Settings

Official Information Default Settings include Closing Date, Outside Closing Date, Termination Date, and Dynamic Termination Date
To Define / Adjust the Official Information Default Settings, select Settings from the Left Navigation Bar
Under Customization select Official Information Default Settings and enter the Closing Date, Outside CLosing Date, Termination Date, or number of Days, months or years to calculate the Dynamic Termination Date
Click Save

!! Use this section to assign global official information and occupancy dates to all units across the condo project.

If needed, you can manually Overide these settings for individual units by navigating to the Unit’s Details page. Follow these steps.

Custom Fields - Edit, Delete, Add

To Edit / Delete a Custom Field, go to the Left Navigation Bar and select Settings
From the Settings submenu, under Customization select Custom Fields to open the Custom Fields List
To Edit / Delete a Custom Field, Locate the field that you want to Edit / Delete
To the Right of the Field, locate the Actions Menu
To Edit the field, click the Pencil Icon, Adjust the Name *, Field Type * and or Default Value
Click Edit Field
To Delete the field, click the Trash Icon and confirm Delete

You can also Add a Field, from the Custom Fields List
Just Scroll to the Bottom of the Custom Fields List, click Add Custom Field and enter Name *, Field Type * and Default Value
Click Add Field

* Mandatory Fields

Premiums - Edit, Delete, Add

To Edit / Delete a Premium Field, go to the Left Navigation Bar and select Settings
From the Settings submenu, under Customization, select Premiums
In the Premiums List, Locate the field that you want to Edit / Delete
To the Right of the Field, locate the Actions Menu
To Edit the field, click the Pencil Icon, Adjust the Premium Name* and Premium Value*, and click Save
To Delete the field, click the Trash Icon and confirm Delete

You can also Add a Premium Field from the Premiums List, just scroll to the Bottom of the Premiums List, click Add Unit Premium and enter Premium Name* and Premium Value *
Click Add

!! Default Premiums can’t be Deleted

Floor Premium, View Premium, Balcony Premium, and Terrace Premium are Default Premiums and Can’t be Deleted.

Parking Spots - Edit, Duplicate, Delete

To Edit, Duplicate, Delete, or Add a Parking Spot, go to the Left Navigation Bar and select Settings
From the Settings submenu, under Customization, select Add Ons
The Inventory Add-Ons / Parking Spots Tabs open by Default
In the Parking Spots List, Locate the Parking Spot that you want to Edit / Delete
At the End of the Parking Spot Row, locate the Actions Menu
To Edit the Parking Spot, click the Pencil Icon
Make the necessary Edits and click Update
To Duplicate the Parking Spot, Click the Duplicate Icon
To Delete the Parking Spot, click the Trash Icon and confirm Delete
To assign Add Ons to Non-Inventory Units, select the Non-Inventory Add Ons Tab and repeat the process

!! Heads–Up

If you reached the Maximum Number of Spots Assigned to a Unit, you will NOT be able to Duplicate the Parking Spot.

Parking Spots - Add New

To add Parking Spots to Inventory and Non-Inventory Units, go to the Left Navigation Bar and select Settings
From the Settings submenu, under Customization, select Add Ons
Select the Inventory or Non-Inventory Tab and then the Parking Spot Tab
Scroll to the Bottom of the List, and click Add New [ ] Parking Spot
Enter the Information and, from the Dropdown Menu, Select a Unit to Assign this Parking Spot to
Click Create

!! Can't Find a Unit in the Dropdown?

For a Unit to Appear in the Unit Dropdown, you must Configure it First. Follow these steps.

Lockers - Edit, Duplicate, Delete

To Edit, Duplicate, or Delete a Locker, go to the Left Navigation Bar and select Settings
From the Settings submenu, under Customization, select Add Ons
The Inventory Add-Ons / Parking Spots Tabs open by Default
To the Right of the Parking Spots Tab, Select the Locker Tab
In the Lockers List, Locate the Locker that you want to Edit / Duplicate / Delete
At the end of the Row, locate the Actions Menu
To Edit the Locker, click the Pencil Icon
Make the necessary Edits and click Update
To Duplicate the Locker, Click the Duplicate Icon
To Delete the Locker, click the Trash Icon and confirm Delete
To assign Add Ons to Non-Inventory Units, select the Non-Inventory Add Ons Tab and repeat the process

!! Heads–Up

if you have reached the Maximum Number of Lockers Assigned to the Unit, you will NOT be able to Duplicate the Locker.

Lockers - Add New

To add Lockers to Inventory and Non-Inventory Units, go to the Left Navigation Bar and select Settings
From the Settings submenu, under Customization, select Add Ons
Select the Inventory or Non-Inventory Tab and then the Locker Tab
Scroll to the Bottom of the List, and click Add New [ ] Locker
Enter the Information and, from the Dropdown Menu, Select a Unit to Assign this Locker to
Click Create

!! Can't Find a Unit in the Dropdown?

For a Unit to Appear in the Unit Dropdown, you must Configure it First. Follow these steps.

Bike Racks - Edit, Duplicate, Delete

To Edit, Duplicate, or DeleteBike Racks, go to the Left Navigation Bar and select Settings
From the Settings submenu, under Customization, select Add Ons
The Inventory Add-Ons / Parking Spots Tabs open by Default
To the Right of the Parking Spots Tab, Select the Bike Rack Tab
In the Bike Rack, Locate the Bike Rack you want to Edit / Duplicate / Delete
At the end of the Row, locate the Actions Menu
To Edit the Bike Rack, click the Pencil Icon
Make the necessary Edits and click Update
To Duplicate the Bike Rack, Click the Duplicate Icon
To Delete the Bike Rack, click the Trash Icon and confirm Delete
To assign Add Ons to Non-Inventory Units, select the Non-Inventory Add Ons Tab and repeat the process

!! Heads–Up

if you have reached the Maximum Number of Bike Racks Assigned to the Unit, you will NOT be able to Duplicate the Bike Rack.

Bike Racks - Add New

To add Bike Racks to Inventory and Non-Inventory Units, go to the Left Navigation Bar and select Settings
From the Settings submenu, under Customization, select Add Ons
Select the Inventory or Non-Inventory Tab and then the Bike Rack
Scroll to the Bottom of the List, and click Add New [ ] Bike Rack
Enter the Information and, from the Dropdown Menu, Select a Unit to Assign this Bike Rack to
Click Create

!! Can't Find a Unit in the Dropdown?

For a Unit to Appear in the Unit Dropdown, you must Configure it First. Follow these steps.

Settings - Data Management

Import Data from a CSV File

If you have Custom Fields in the File you are about to import, please Set Them Up in the Condo Unit Configurator BEFORE importing the Data
Reorganize your Excel File following Bildhive’s CUC Import Data Templates to ensure a Smooth Data Import
Use these files as Templates:

CUC-TEMPLATE To Import Bike Racks

CUC-TEMPLATE to Import Lockers

CUC-TEMPLATE to import Parking Spots

CUC-TEMPLATE to Import Units

Use these files as Samples:

CUC-SAMPLE file To Import Bike Racks

CUC-SAMPLE file to Import Lockers

CUC-SAMPLE file to import Parking Spots

CUC-SAMPLE file to Import Units

Then, Save your Excel File as a CSV
Once you’ve prepared your file, go to the Left Navigation Bar, and click Settings
In the Submenu, under the Data Management section, select Manage Data
Make sure the Import from CSV tab is Selected
Select Import Units, Import Parking Spots, Import Lockers, or Import Bike Racks
Select the CSV file already uploaded to your Asset Library and click Select
Map the Headings of your CSV file to the Fields in the Dropdowns
Select Ignore if you don’t want a field to Populate
Select Preview to check how the fields were mapped
Select Import to populate the fields with the data
Click the History Tab to check if the Import was Successful
Once the import is done, it is good practice to Refresh your page before continuing

!! What does the Maximum Number of Upload Records Mean?

!! Do you need to import Additional, Adjusted, or New Data?

Follow these steps.

Was the Import Successful? Open Data Management and Check it

Go to the Left Navigation Bar, and click Settings
In the Submenu, under the Data Management section, select Manage Data
At the top, Select the History tab
Select Unit, Parking, Locker, or Bike Rack
A list of your imports is displayed
A Successful import is indicated with a green Success label under the Status column
A failed Import is indicated with a red Failed label under the Status column
The Reason for the failure appears under the Reason column

Export Data to a CSV File

On the Left Navigation Bar, below the List of Floors, click Settings
In the Submenu, on the Data Management Section, select Manage Data
Make sure the Export Data tab is Selected
Select the Name of the Data you want to Export then, from the Actions Column, click the Download CSV Icon

View Data History

On the Left Navigation Bar, below the List of Floors, click Settings
In the Submenu, on the Data Management Section, select Manage Data
Make sure the History tab is Selected