Organization overview

Organizations group buildings together and can represent departments, campuses, or other business units. They let you view subtotaled use, cost, and trends for all assigned buildings and meters. Organizations are also used in filters. Assigning a topmost place (organization) to a user restricts their access to a subset of the tree.

Organization facts

Add organizations under organizations for multiple levels.
Cannot be created below buildings.
Are assigned a type (referred to as a Place Type in reports and dashboards) to help classify and distinguish different types of organizations such as agencies, departments, campuses, sites, etc.

tree view of organizations

How to organize buildings

According to reporting needs and your organization's existing facility management hierarchy.
Based on the physical layout of your buildings (all buildings in Pennsylvania) or based on the organizational structure (all buildings in District 9).
Setting or limiting user access. User access can be restricted to one or more organizations or buildings within the tree. You are only able to view and report on the buildings and meters that fall under this organization (sometimes referred to as topmost place or topmost place access).

Steps for adding a new organization

First you need to decide where the new organization should be located in the buildings and meters tree.
Click the Actions menu and select Add New Organization.
Fill in the form. Place the new organization under the parent organization that you selected in step 1.
Your next steps could be:

To place buildings under this organization.
Editing an existing building and selecting this organization as its parent.
Creating a new building.
Creating additional organizations beneath this one.

Types of organizations

You can assign a type to your organization. The default organization type during the create process is organization.

This assigned type can be found in reports and widgets. It can be a little confusing so let's look at an example, if you select Place Type - Organization, you are not selecting ALL organizations. You are filtering to any organization with organization as the assigned type.

You can also filter to Place Type - Campus. This returns all organizations that have been assigned the type campus.

Only the types that have been assigned are visible as values.

Organizational reports

Download configured reports without leaving the Buildings and Meters module.

The filters used to create the report are listed on the last report page and set for you when you use Configure Advanced Options.

Create an organization

Created with the plus sign (Create dialog) or a create spreadsheet.
Edited with the Actions menu or an update spreadsheet.

Permissions

A report of user roles and their permissions is available for download on the Users and Roles page.

Custom user roles are created by administrators.