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Helpdesk Agent dev Tesoro CRM

Variants and typologies: grouping properties in projects

For Residencia del Mar (24 apartments + 6 penthouses + 4 villas) you do not want to manually enter 34 individual properties. You create three variants within the project, duplicate the first property per type, and adjust only the differences for each child property.

Variant + project on the property edit screen.
Variant on edit screen
  • New apartment complex with 24 similar units
  • Villa park with 3 typologies and 30 properties
  • Phasing, Phase 1, Phase 2, Phase 3 as separate variants

A category within a project. E.g., “Apartments”, “Penthouses”, “Type A”. It has its own:

  • Name: unique within the project (1, 100 characters)
  • Color: for recognition in overviews (#FF5733 format, 3, 100 characters)
  • Project: to which the variant belongs
  • Files: floor plans, brochures specific to this typology

  1. Open Projects in the sidebar and choose the project.
  2. Scroll to the Property variation section on the project edit page (/projects/{id}/edit). Click +.
  3. Fill in:
    • Name: e.g., “2-bed Apartments”
    • Color: choose hex or color picker
    • Project: auto-selected
  4. Submit.

  1. Open the project, go to the variant.
  2. Click + at the bottom of the variant table.
  3. Select properties: only status Active, Draft or Under Construction are eligible.
  4. Submit: properties are linked.

Upon linking, Tesoro stores:

  • Project ID: link to project
  • Variant ID: link to typology
  • Parent ID: reference to the parent property (first property serves as template)

Duplicating properties: faster than creating individually

Section titled “Duplicating properties: faster than creating individually”
  1. Open the variant, select the parent property (= first, parent ID = own ID).
  2. Click the duplicate icon next to the parent property.
  3. Specify number of copies (max 20 per batch).
  4. Submit: copies get identical characteristics + unique reference number.

Variant overview: what you see on the project page

Section titled “Variant overview: what you see on the project page”

Per property within the variant:

ColumnWhat
NameProperty name
TypeProperty type
VariantName + color badge
Bedrooms / Bathrooms
Built area
Price
StatusActive or other

At the top two counters:

  • Total properties: across all variants
  • Active properties: status = Active (green)

Expand/collapse button for all variants at once.


  1. Open variant, select property.
  2. Deselect in the attach/detach dialog.
  3. Confirm: property detached from variant and project, not deleted from Tesoro.

  1. First detach all properties (or remove them from the variant).
  2. Click the delete icon next to the variant.
  3. Confirm.

Property typeVariant changeable?
Parent property (template)No: protects the template relationship
Child propertiesYes

Separate file storage per variant, floor plans, renders, brochures. Different from property attachments.

Publication automation:

  • First published property in a variant → variant files are published
  • Last published property removed → variant files become unlinked again