Illustrating Portfolio Management

The Portfolio module of the application allows you to add the sites and buildings, and associate spaces, floors, assets, and other information to them. It helps to virtually connect and understand the layout of the geographically dispersed organization structures allowing you to micro-manage every aspect of them.

To access this module, click the icon in the sidebar menu and navigate to the Portfolio section on the main menu. The Portfolio Management screen appears as shown below.

This screen provides an insight about the available number of sites, buildings, floors, and spaces.

The upcoming sections explain how to add and manage the portfolio management aspects, and other functionalities included in this module.

Creating Space Hierarchy

The space hierarchy creation is the process of registering the structural details of the buildings by geographical area into the application.

Viewing and Associating Portfolio Details

You can view the details of any component such as, site, building, floor, or space by clicking on the respective records. The information

Assigning Operating Hours

The operating hours refer to the business or working hours of an organization. In the Portfolio module, specifying the operating hours of the components such as sites

Marking Active and Inactive

In the Portfolio module, you can specify whether a component is active with respect to its operating condition. When you add a new component to this module