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Navigate to Portfolio Manager

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From the Home screen, click Portfolio Manager and the Portfolio Manager screen displays.

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This consists of the following:

  • (A) Search- Use the search to quickly find your regions, sites, buildings, subsites, floors, or spaces.
  • (B) All Locations - This lets you browse your portfolio.
  • (C) Tabs - The default tab that displays is the Buildings, so you can quickly see your buildings and from here you can open the following tabs:
    • Regions
    • Sites
    • Subsites
  • (D) Pagination - Use the control to page through your portfolio and the display can be changed to display either 20, 40, or 50 items in the grid.