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, go to the home screen upon clicking icon in the sidebar menu and navigate to the PORTFOLIO section on the main menu. The Space Management screen displaying the list of sites appears as shown below.

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, respective to the order of the elements. For example, buildings are grouped within the sites based on their location, and floors and spaces are associated with the buildings.

Importing Space Details

Instead of feeding each and every detail into the application manually, you can also upload the portfolio details of an organization in bulk, thereby saving time and energy. You can use the following element-wise URLs to directly upload the portfolio details

Viewing And Associating Portfolio Details

When you click on any component (that is, site, building, floor, or space) the basic details (like, the number of associated buildings, floors, spaces, and independent spaces and gross area) of the particular component are displayed to the user

Assigning Operating Hours

The operating hours refer to the business or working hours of an organization. In portfolio management, specifying the operating hours for sites or buildings provides a clear understanding to the clients on when to reach out to them for availing of the respective services

Marking Active 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, the status of the component is marked 'Active' by default

Other Functionalities

There are certain functionalities and icons associated with this module that facilitate various other activities