This post takes a detailed look at the Transactions module and how it supports growing portfolios as new space is introduced over time. It explains how teams use size-based transactions to track expansions, new sites, and phased developments, while keeping all related activity organized in one place.
The blog walks through how transactions are created and managed, including milestones, tasks, locations, proposals, files, and exports. It also clarifies how Transactions fit alongside other modules, with Projects handling remodel and renovation costs separately.
Together, the post shows how Transactions act as a working record of portfolio growth, giving teams a clear, structured view of how space enters and evolves across their portfolio.