AL: How To Access Portfolio Manager & Update Settings

The Hook 

Use this workflow to use the Portfolio Manager to add or remove group-level Facilities, Services, and Service Options from specific properties within your group portfolio.

 

Prerequisites Before you begin:

• Requires Hotel Admin User Type access.

• Must be added as an Admin to the groups in the User Profile.

• Services and Service Options must be created on the group level to be accessible and applicable across individual properties within the portfolio.
 

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To access a property group from ALICE Admin, select the logo icon, then toggle the property explorer to Property Groups. Use the dropdown to select a group.

To access a property group from a tab, select the logo icon, then toggle the property explorer to Property Groups. Use the dropdown to select a group. Groups can exist within other groups.

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The Steps

1. Access the Property Group by selecting the logo icon, toggling the property explorer to Property Groups, and using the drop-down to select a group.

2. Select Portfolio Manager from the Alice Admin menu.

3. Click Hotel Preview and select the checkboxes to add the individual properties to the table.

4. Click the + icon to expand the department Facilities and view the nested Services and Service Options.

Review the table to see how the Facilities, Services, and Service Options are applied to the individual properties within the Property Group.

• Green Check - Applied to all properties within the group.
• Blue Check - Applied to some properties within the group.
• Red X - Not applied to any properties in the group.

5. Click Edit in line with the Service or Service Option to be added or removed from an individual property.

6. Use the checkboxes to add or remove the Service or Service Option from the individual property.

7. Click Done to apply the changes.

 

The Result Success: 

The Portfolio Manager table will update to show how the settings are applied across the group:

• Green Check: Applied to all properties within the group.

• Blue Check: Applied to some properties within the group.

• Red X: Not applied to any properties in the group.

 

Troubleshooting

• Note: Property groups can exist within other groups, so verify you have selected the correct group level before making changes.