Portfolio data overview

Portfolio data is the core information that you use to manage workplaces. Your portfolio consists of information about the organizations, locations, people, and assets that are associated with the space you manage.

You use portfolio data records, in IBM® Maximo® Real Estate and Facilities Portfolio Data Manager, to track the details that are necessary for you to complete tasks in other areas of Maximo Real Estate and Facilities. For example, if you are planning space allocation or moving people to new locations, you need comprehensive information about the spaces and people involved.

Portfolio data records are organized in a hierarchical structure and can be associated with other records. All lifecycle events that are associated with a record can be tracked so that you have a complete history and audit trail.

IBM Maximo Real Estate and Facilities Real Estate Environmental Sustainability adds portfolio sections and features related to My Company, Building, Land, Structure, and Retail Location business objects. See the Maximo Real Estate and Facilities Real Estate Environmental Sustainability topics for more information about how to collect, analyze, and use environmental data to achieve sustainability goals.