Managing locations

You set up location information to help you track and manage the various locations that belong to, or are managed by, your organization or your organization’s customers.

Locations overview
Locations are the places of business that belong to or are managed by your organization or your customer's organizations.
Location status
You can view the status of a location in the Location Status section of the General tab. You can also change the location status by selecting a status action.
Checklists
Checklists enable evaluating the current environmental and energy performance of facilities, monitoring the impact of planned and implemented improvements, and rating environmental and energy performance. These evaluations are done to help determine what improvements should be made to achieve a higher level of certification.
Location allocations
Space allocations and floor allocations provide information how space is used within your organization.
Space use classifications
You can configure how your space use classifications are set up.
Creating locations
You create locations to represent the places of business that you own or operate or that your customers own or operate. You specify information to help you manage day-to-day tasks and processes that are related to those locations. If you use IBM® TRIRIGA® Connector for BIM or IBM TRIRIGA CAD Integrator/Publisher, you can create locations automatically.
Retiring locations
If a location is not longer in use, you can retire it. When you retire a location, you must complete disposition information for audit purposes.

Parent topic: Managing your portfolio data