Table of Contents

• How-to Guide

Prerequisites

• Subscription Tier: 
  • Enterprise: Included with the Subscription fee
  • Professional: Available as an Add-On
    • Please contact the Client Success Manager if you want to upgrade your subscription to include the Valcre Hospitality Workbook and Report. 
• Downloaded Hospitality Workbook from Valcre Online.
• Set up Hospitality Valuation Workbook 

Step 1: Review Improvement Details 

By loading the job, this section will auto-populate, adding items such as hotel amenities, room amenities, and sizing of various other amenities. You can add additional information directly into the field if you would like. 

Step 2: Import Guestroom Configuration details from Valcre Online

Select Click Here to Import Unit Mix to import the guestroom configuration for your subject property

This will pull in the Unit Mix from the Survey record attached to the subject property record in Valcre Online.
 

Step 3: Review Food and Beverage Facilities, Meeting & Banquet Facilities, and Back Office and Lobby section details

• The Area for these facilities will populate from Valcre Online
• You can use the dropdowns to reconfigure or reorder the facilities
• Manually enter additional details such as Location and Seating

Step 4: Add Other details

Select and type directly into the yellow-shaded cells to add all additional details

Step 5: Review and update the Infrastructure/Amenities details

• Infrastructure details will populate from Valcre Online
• Use the dropdowns to select additional amenities and type directly into the yellow-shaded cells to add details for added amenities

Step 6: Hide unused rows to polish the table

Select Click Here to Hide Unused Rows to clean up blank rows from the table.

Step 7: Add this table to your Report

If this table is not already in your Report, use the link name below the table to insert it using the Insert Link feature in the Word Report Template.

• Subject_Facilities