How do I open Atlas Intelligence, and what data does it see?

Overview

Atlas answers questions about an association in plain language, using the reserve data already in SmartProperty. Atlas runs inside the product. There is nothing separate to sign in to.

Setup

SmartProperty sets up Atlas access for each person who needs it. If Intelligence is not in your left menu, contact SmartProperty and ask for Atlas access.

A colleague having Atlas does not give you access. Contact SmartProperty for each person on your team who needs Atlas.

Atlas answers about the property selected in the top bar. Select the association you mean before you ask your first question.

How-to

Sign in to SmartProperty.

Select the property you want to ask about, using the property selector in the top bar.

In the left menu, select Intelligence. The item appears at the top of the menu, with a lightbulb icon.

This opens Atlas in the main area of the page. You can still see the SmartProperty top bar above it.

Asking about a different association

To ask about a different association, select it in the top bar and then open Intelligence again.

Atlas in Portfolio Analytics

If you have Portfolio Analytics, select Portfolio Intelligence in its left menu. The item appears with the same lightbulb icon.

Portfolio Intelligence answers about the associations in your Portfolio together, such as comparing one association against another. For a question about a single association, use the Intelligence page on the property instead.

Reference

What Atlas is answering about

If the wrong association is selected in the top bar, the answer will be about the wrong association. Where you were in the product before opening the Intelligence page does not change this.

Confirming a figure before you use it

An answer about the wrong year looks exactly like an answer about the right one. Name the year you mean in your question.

Before a figure goes into a board conversation or a funding decision, confirm it on the property's own pages for the year you mean.

What data Atlas works from

Atlas works from your association's own records in SmartProperty. The records include your components with their replacement costs and useful life, the reserve study, funding plans, projects, maintenance work, financial accounts, and files stored against the property.

Atlas works from the one association selected in the top bar. Other associations in your Portfolio are not included in the answer.

If Atlas does not appear on the page

Check that a property is selected in the top bar. Then select Intelligence again.

If a property is selected and Atlas still does not appear, contact SmartProperty.