Overview
Use our Buildings / Sites feature for building management. With Buildings / Sites, you can associate multiple projects to the same building using the building/site address. You can also use Buildings / Sites to manage subsites within the building and the tenants that occupy those subsites.
Glossary
With the release of the Buildings / Sites feature, all of your existing Project Site Addresses will automatically become Buildings/Sites in your workspace!
Add more detail to your Project Sites by using Subsites and Job Site Locations. For example:
Project Site = Building = Project Site Address: 101 Broadway, Nashville, Tennessee
Subsite: 10th Floor
Job Site Location: Restroom
Note: Buildings / Sites is only available in Owner and Owner's Rep workspace types.
Prerequisites
None. With the release of the Buildings / Sites feature, all of your existing Project Site Addresses will automatically become Buildings / Sites in your workspace!
Process
You can add a Building / Site in three ways: During Project Creation, from Project Settings, and from Left-Hand Navigation.
During Project Creation
During Project creation, enter the Project Site Address.
If the address entered is new and has not been entered previously, a new building associated with this project will be created.
If the entered address has been entered previously, this project will be associated with the existing Building / Site.
The "Address 1" field will be used to create the Building / Site. The "Address 2" field is optional, but can be used to create a Subsite. Examples of a Subsite are a floor, suite, or apartment.
From Project Settings
To change or add a site to a project after it has been created, go to Project Settings > Project Site Addresses.
Within Project Site Addresses, you can also add Job Site Locations for even more granularity.
An example is:
Project Site: 56 Bradley St, South Carolina, 29142, United States
Job Site Location: Restroom
Within Project Site Addresses, you can add additional Project Sites. This is useful in scenarios where one project has multiple locations.
From Left-Hand Navigation
To view all of your Buildings / Sites, go to Buildings / Sites module on the Left-Hand Navigation.
From here, you can add new Buildings / Sites or manage existing.
Within Buildings / Sites, you can add Subsites. This is useful in scenarios where one project has multiple locations.
Example: Your restroom renovation project covers the restrooms on both the 10th Floor and the 11th Floor. Each floor could be a Subsite.
Import Buildings and Sites
You can also import Buildings / Sites by clicking the 3 dots > Import Building. Download and fill out the provided import template. Upload the completed file and click Import.
This feature enhances your ability to organize complex projects with various locations or tenants, offering a more granular and comprehensive view of each project.
Whether adding a new site during project creation, modifying settings afterward, or managing all your buildings and subsites from the left-hand navigation, you have full control and visibility.
Next Steps: