Join Caroline Gadonas, Youssef Mhimra, and Erol Ogunc from the Prism team for a comprehensive webinar on leveraging Prism's saved layouts feature to maximize your efficiency!
Saved layouts are a powerful tool that eliminates the need to manually configure filters and columns every time you use Prism. In this 35-minute session, we'll cover:
What You'll Learn:
- What saved layouts are and why you should use them
- Step-by-step guide to creating, editing, and deleting saved layouts
- Real-world use cases across different Prism modules including:
- Identifying work orders missing billable charges
- Managing vendor estimates and suspended assignees
- Equipment replacement planning and lifecycle management
- Insurance certificate expiration tracking
- Frequently Asked Questions and expert tips
Key Takeaways:
- Remove the need to manually configure filters every time
- Cycle through different data sets with a single click
- Ensure key columns are always visible
- Simplify workflows for you and your team
- Create unlimited custom layouts for different scenarios
Live Q&A Coverage:
- Vendor access to JLL University training
- Financial layouts and accounting platform compatibility
- Resource sharing and training module links
Perfect for property managers, engineers, account admins, and anyone looking to streamline their Prism workflows. You'll discover how to customize your workspace for maximum efficiency and access your most important data instantly!
Live Q&A Recap -
Question 1: Do vendors have access to JLL University?
Answer: Yes, vendors do have access to JLL University to access Prism role-based training. They need to register for a free account. You can find registration information on the support center under the Prism Training University section.
Question 2: Financial layouts - can we create saved layouts for financial information?
Answer: Yes, you can create customized saved layouts for financial information in the work orders module. Some customers use this as a bespoke accrual report by customizing specific fields they need. You can filter by billable charges, taxes, non-taxable charges, company ID, vendor ID, and any custom fields related to accounting on work orders. However, for most detailed accounting functions like exporting charges or comprehensive financial reviews, the accounting module is recommended as the primary tool.
Question 3: Can we send links to vendors for specific modules in JLL University?
Answer: Yes, you can share specific training modules with vendors. Navigate to JLL University, click "View roles," select the appropriate role (such as "Vendor" or "Vendor Manager"), choose the relevant modules, and then copy and paste the URL to share with them. Vendors will need to register for access.
Question 4: Can we create layouts compatible with accounting platforms from Prism?
Answer: Yes, many customers use information from Prism and import it directly into their accounting platforms like Yardi and MRI. The specific fields available depend on what your accounting team and platform need. This is typically configured using the accounting module and accounting batches rather than saved layouts in other modules. For specific customization needs, contact the support team or discuss with your customer success manager.