AtlasToolkit

Octopus input sorter

Drop Files On The Octopus

Auto-stages inputs

Actual / Budget

Drop the combined Yardi Actual / Budget workbook here.

How to get this from Yardi
  1. Open Reports, then Financial Packets. The screen should say Financial Analytics.
  2. Use report name 12 Month Actual-Budget, tree code atlas_CF, property .active, book Cash.
  3. Set period from 1/year to the last reconciled month/year.
  4. Set suppress zero to No, consolidate to No, file type to Excel, and combine into one Excel file to Yes.
  5. Set account to Yes. Decimals are optional. Click Export, then drop the Excel file here.
Ready File: actual_budget.xlsx Updated: 2026-07-28 06:32 PM Accepts: .xlsm, .xlsx

Rent Projection

Drop the Yardi Rent Projection workbook here.

How to get this from Yardi
  1. Use Yardi Voyager 7. Go to Analytics, Commercial, Property.
  2. Choose report type Rent Projection and property .active.
  3. Leave building, charge code, lease type, CFDA, property type, and user-defined fields blank.
  4. Set from date to January of the budget year, period to Monthly, summarize by Property, and MTM treatment to Continuous.
  5. Check Show Detail and Show Grid. Leave graph, graph only, suppress zero rows, and show brand unchecked. Export to Excel and drop it here.
Ready File: rent_projection.xlsx Updated: 2026-07-28 06:22 PM Accepts: .xlsm, .xlsx

Tenancy Schedule

Drop the Yardi Tenancy Schedule workbook here.

How to get this from Yardi
  1. Use Yardi 8 Voyager. Go to Reports, then Tenancy Schedule 1.
  2. Set property to .active. Leave owner, building, floor, customer, tenant, brand, and unit attributes blank.
  3. For the as-of date, use the most recent date budgets were requeued, usually the end of the prior month.
  4. In Lease and Sales Info, leave lease type, sales group, category, charge group, sales type, and clauses blank.
  5. In Additional Data, check amendments, future active, superseded, pending, charge schedule, rent review, rent step, gross rent, and unit types.
  6. For Summary By, check charge code, lease type, and occupancy. Leave all else blank, export, and drop it here.
Waiting File: none yet Updated: Not uploaded yet Accepts: .xlsm, .xlsx

Rules Version

Drop a rules workbook here if you want a Rules Version copy. The main rules file still stays safe.

Ready File: Rules_Library.xlsx Updated: 2026-07-29 11:23 AM Accepts: .xlsm, .xlsx

Scheduler Reports

Drop the combined Scheduler Reports workbook used by Property Packets.

How to get this from Yardi
  1. Open Yardi 8, then go to Reports, then Financial Packets.
  2. Check Income Statement, Cash Flow, and Balance Sheet.
  3. Use tree code atlas_cf for all three reports.
  4. Set property to .active.
  5. Set book to Cash.
  6. Set period for the month you want the report on.
  7. Suppress zero is optional.
  8. Set Consolidate to No.
  9. Type your email.
  10. Set file type to Excel.
  11. Check Combine into one Excel file.
  12. Account/decimals are optional.
  13. Click OK at the bottom.
  14. Wait for the email.
  15. Drag and drop the finished file here as Scheduler_Reports.xlsx.
Waiting File: none yet Updated: Not uploaded yet Accepts: .xlsm, .xlsx

What Atlas Can See Right Now

Quick check
Found Actual / Budget actual_budget.xlsx Updated: 2026-07-28 06:32 PM
Found Rent Projection rent_projection.xlsx Updated: 2026-07-28 06:22 PM
Need Tenancy Schedule No file staged yet Updated: Not uploaded yet
Found Rules Version Rules_Library.xlsx Updated: 2026-07-29 11:23 AM
Need Scheduler Reports No file staged yet Updated: Not uploaded yet
Safe place to drop input files: /home/azureuser/atlas_app/Inputs
Rules Version file location: /home/azureuser/atlas_app/Rules_Library.xlsx
actual_budget.xlsx rent_projection.xlsx

Vet The Three Budget Files

Before running

This checks whether Actual / Budget, Rent Projection, and Tenancy Schedule are shaped the way Budget Machine expects. If something is off, Atlas will say why before you waste time running it.

Not checked yet
Actual / Budget Click Vet Files Now when the three files are staged.
Not checked yet
Rent Projection Click Vet Files Now when the three files are staged.
Not checked yet
Tenancy Schedule Click Vet Files Now when the three files are staged.

Vet Scheduler Reports

Before packet builds

This checks whether Scheduler Reports has the Income Statement, Cash Flow, and Balance Sheet tabs needed to build Property Packet PDFs.

Not checked yet
Scheduler Reports Click Vet Scheduler Reports when the file is staged.