Portfolio & Building Reporting: A Process Manual
This manual is the go-to reference for facilities and portfolio managers seeking to understand and effectively leverage the suite of available building and portfolio reports. It provides a detailed overview of each report's function, business application, and strategic value — the foundation for excellence in space planning, cost management, and strategic portfolio decision-making.
PDF floorplans and visual summaries that turn raw building data into intuitive, shareable context.
Costs and chargebacks — translate space utilization into transparent, accountable financial metrics.
Link the physical asset to the workforce: assignments, vacancies, and divisional footprint.
Audit and leverage a consistent space schema across floors, buildings, and regions.
Flooring and surface inventory to support maintenance schedules and lifecycle planning.
Exportable worksheets for deep analysis, system integrations, and bulk data management.
An ecosystem of data
The reports in this manual aren't isolated tools — they're a connected ecosystem. A floorplan showing chargeable areas gives context to a cost center summary, just as a personnel listing supplies the raw data behind an occupancy plan. Used in combination, they build a holistic, multi-faceted understanding of your portfolio and drive more informed, data-driven decisions.