Portfolio Administration

The Portfolio Administration section of the System Administrator Dashboard allows you to activate and deactivate entities in your portfolio. Click here for a demonstration.

The Manage Complex / Center Details and Manage Organizations pages also allow you to create, edit, and delete their respective record types.

• Manage Facilities

• Manage Projects

  • Activate / Deactivate Capital Project

  • Activate / Deactivate Project

• Manage Sites

• Manage Contracts

  • Activate / Deactivate RE Contracts

  • Activate / Deactivate Equipment Contracts

• Manage Parcels

• Manage Locations

• Manage Complex / Center Details

• Manage Organizations