Portfolio Details

Your Portfolio contains a collection of every building within your real estate portfolio and review the role matrix for details on who has access this area.

Contents

Navigate to Portfolio

Click on the Portfolio main menu icon [1], you'll automatically be placed in the Portfolio subsection [2] as well. The Filter options [3] are visible by default and include assignment plans, location restrictions, and showing inactive buildings. These filter options can be collapsed/expanded by clicking on the filter button [4]

Navigate-Portfolio.png

 

Other sub-menus in the Portfolio include the Global Map [1], Projections [2], Stack planning [3], and Cost analysis [4] as well as the Location Filters feature [5]. We cover all these pages in greater detail in other support articles:

Other-Portfolio-Options.png

 

Portfolio In-Depth

Portfolios are organized into four tiers: Regions, Cities, Buildings, and Floors.

In the main portfolio view, you'll see the hierarchy expansion system [1]. Clicking on a parent item will expand or collapse everything under that item. So for example, this region box [2] with seven cities can be expanded, and you'll see the first city [3] with one building. Expanding the city by clicking on the city's box will show the building with two floors. The building then can be expanded by clicking on it's box (not the city's name) [4] and the two floors are shown [5]. Floors cannot be expanded or collapsed:

Portfolio-Expansion.png

 

Whenever you do click directly on a building name [1] or a floor name [2] in the Location column, you'll be brought to a new page that shows a detailed breakdown of that building or floor (see section below).

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On these building/floor summary pages, you can always go back to the previous page by clicking the small arrow in the top right corner [1] or edit the building's/floor's information by expanding the ellipses in the top right corner [2] and clicking on Manage building/floor [3]. This ellipsis menu is also where the PDF export option is found [4] along with a shortcut to stack planning for the currently selected building/floor [5]:

Floor-Building-Summary.png

 

Back in the main portfolio view, hovering over a city row exposes two additional options on the right, Projections [1] and Stack Planning [2]. Hovering over a building row exposes Stack Planning [3] and building management [4] options. And finally, hovering over a floor row will let you jump to that row's Floor Plan [5], Stack Plan [6], or floor management [7] pages:

Hidden-Options.png

 

When a filter is applied to the portfolio, clearing all filters is accomplished by clicking on the small X here [1]. You'll also notice a green number [2] inside the filter button that shows up when a filter is applied. This indicates how many filters are active:

Filters-Applied.png

 

Building & Floor Details

When you do click on a building or floor name as shown above, you will be brought to a portfolio summary of that building or floor.

These details pages are the same for both buildings or floors, except that buildings have an additional floor counter [1] and the list of all floors is at the very bottom of the details page [2]. Notice you can view all seats in the floor or building by department [3], seated employees by department [4], area [5], space types [6], and spaces by usage type [7]. Hovering over any graph element reveals additional details [8]:

Details-Pages-Final.png

Add a Floor or Building

Follow these steps each time you need to add a building to the Portfolio. Click the ellipsis icon in the top right corner of the Portfolio display [1], and then select Building Management [2]. This will take you over to another section of the platform, Building Management, where you can add and edit a new building or floor:

Add-a-Building.png

 

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