Manage facilities
This page helps Facility Manager users keep site information organized and connected to documents, utility data, and leases. Use it when you need to add a facility, select a facility workspace, edit facility details, or open facility-specific documents.
Before you start
- You need Facility Manager access.
- Edit controls may require write access for the selected facility.
- Utility and lease tabs appear only when those modules are enabled for your organization.
Open Facility Manager
Open Facility Manager and use Facility List or the facility selector in the workspace header.
Add or choose a facility
Select Add Facility to create a new site, or choose an existing facility from the selector.
Review facility details
Use the left detail card to review name, location, occupancy status, start and end dates, contact name, contact email, contact phone, and building area.
Open related work
Use the workspace tabs for documents, utility documents, and leases. Utility subtabs let you filter facility utility documents by electricity, natural gas, and water.
What happens next
Facility-level documents, utility records, and leases stay grouped under the selected facility. Reports can use facility names and area/intensity information when available.
If you do not see this option
The facility may be read-only, or your organization may not have Utility Manager or Lease Manager enabled. Disabled tabs usually mean the selected facility or workspace data is not ready yet.
Troubleshooting
- Select a facility appears: choose a facility before opening workspace tabs.
- Failed to load facilities: refresh and confirm your organization context.
- Utility folders keep loading: wait briefly, refresh, or ask support to check workspace setup.