What is a Portfolio?

Use portfolios to group your data into buckets. A portfolio holds your spaces, boundaries, xyicons, and everything else inside it. You must define at least one portfolio to work with the application.

How you want to define your portfolio is entirely up to you. It should mirror how you would like to visualize and group your organization’s space-related objects.

Common examples of portfolios include commercial buildings, land, residential buildings, construction projects, and locations (i.e., stores by area). 

Click on a guide below to learn how to work in the PORTFOLIOS module.