Forecast your reserve funds before the bill arrives
Track building-element lifecycles, compute the contribution needed to stay funded, and give owners and auditors a board-ready reserve report — across every property in your portfolio.
The problem
Roofs, elevators, HVAC systems and facades all wear out on a predictable schedule, but the cost of replacing them usually is not budgeted until the invoice lands. Property managers and HOA treasurers track lifecycle and reserve data in scattered spreadsheets, so no one can prove to owners or auditors that enough money is actually being set aside until the special assessment notice goes out.
The solution
Reserve Fund Lifecycle Planning gives every building element a lifecycle record — renewal year, replacement cost and reserve balance — then automatically computes the contribution required to stay funded, flags under-funded items before renewal, and rolls every property up into one forecast-first dashboard with a one-click board report.
Everything a reserve treasurer needs
Every capability below is implemented in the module.
Portfolio Dashboard
Roll up reserve balance, replacement cost, funding gap and an overall adequacy badge across every property in the portfolio from one landing screen.
Reserve Item Register
A sortable, filterable list of every building element with reference number, property, category, renewal year, costs and funding status at a glance.
Automated Required-Contribution Calculation
Stop guessing the annual contribution. The module computes the straight-line amount needed to fully fund each element by its renewal year, with optional inflation adjustment.
Funding-Adequacy Warnings
Each item is automatically flagged Funded, On Track or Under-funded, with an on-form alert the moment a component is projected to fall short at renewal.
Reserve Forecasting
A forward-looking graph plots funding needs and gaps across every future renewal year, giving treasurers the board-meeting-ready forecast generic accounting tools do not provide.
Board-Ready Compliance Report
Generate a one-click reserve-status report — totals, per-element adequacy and contribution plan — ready to hand to owners, boards or auditors.
Works for Leased and Owner-Occupied Properties
Reserve records attach to a lightweight property/association registry, not to a lease, so HOAs and condo associations are first-class users alongside leased commercial buildings.
Three-Stage Workflow
Move each reserve item through Draft, Confirmed and Done so figures only become official when a manager has reviewed and approved them.
Full Audit Trail & Collaboration
Every change is tracked with actor and timestamp, and managers can leave internal notes, schedule activities and notify followers directly on the record.
How it works
Register properties & elements
Add each property or association, then record its building elements with year installed, expected life and replacement cost.
Review the forecast
The module computes renewal year, required contribution and adequacy status automatically — no spreadsheets.
Act on the warnings
Under-funded items surface in the list, the kanban and an on-form alert so managers can adjust contributions before renewal.
Report to the board
Print a one-click board report from the property record and confirm items through Draft, Confirmed and Done as figures are finalized.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Reserve Fund Lifecycle Planning ships its own lightweight property/association registry, so it works independently of any third-party property-management module and is not tied to a lease.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Reserve Fund Lifecycle Planning
A reserve item register with automated required-contribution calculation, funding-adequacy warnings and forecasting — plus a board-ready compliance report across the portfolio.
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