Add or Edit a Site
Add a Site
- From the Home screen, click Portfolio Manager and the All Locations screen displays.
- Click the Sites tab.
- Click the + Add Site button.
- Complete the fields, see below for the Site Fields.
- Click the Save button.

Edit a Site
- Use the All Locations hierarchy to navigate to the site.
- Click Edit Site and the Edit Site form displays.

- Complete the fields, and see the table below for the Site Fields.
- Click the Save button.
Site Fields
Overview Tab
| Fields | Description |
|---|---|
| Site Name | Enter the name of the site. |
| Site Code | Enter the code of the site. |
| Site Type | Select the site type from the default list. |
| Region | Select the region from the list and, if needed, you can use this to move the site to a different region. |
| Description | Enter the short description of the site. |
| Designate as Campus | If the site is part of a campus, then select Yes. |
Location Tab
| Fields | Description |
|---|---|
| Address 1 | Enter the address of the building. |
| Address 2 | Enter the address of the building. |
| Country | Enter the country of the building and then select the country name from the list. |
| State | Select the state from the list. |
| City | Enter the city of the site. |
| Postal Code | Enter the post code of the site. |
| Time Zone | Select the time zone of the site. |
| Time Format | Select either 12-hr or 24-hr. |
Specs Tab
| Fields | Description |
|---|---|
| Ownership | Select either Owned or Leased. |
| Measurement System | Select either Metric or Imperial. |
More Tab
| Fields | Description |
|---|---|
| Operating Hours |
If you want different operating hours for the site, then complete the following:
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