Portfolio Manager includes functionality to organize your facilities into groups (e.g., Retail Stores, Northwest Region). Groups are completely customizable by you, and each facility may belong to multiple groups.
A few system Groups have already been provided to the user:
All Facilities (initially set as the Default): A full list of all facilities in a user’s Portfolio Manager Account. These include facilities created by that user as well as those that the user has been granted access to by other users.
Shared Facilities: A list of all facilities that a user has been granted access to by another user of Portfolio Manager.
A few Groups will be created automatically if applicable:
Leaders: [leaders account name]: A list of all facilities within a specific Leaders Account.
Campuses: [campus name]: A list of all (active and inactive) facilities within a specific Campus.
In terms of managing your facility groups, Portfolio Manager allows you to do the following:
Create and name your Groups.
Change a Group name.
Change the facilities assigned to a Group.
Delete a Group.