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How to create a Building Group?
How to create a Building Group?

Group buildings together for easier management and reporting

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Written by Patrick Sauer
Updated over 7 years ago

Now you have a bunch of buildings in your account you want to make it easier to manage.
You can do this by Building Groups, let's create a building group. 

Log in to your account and go to "Account Setup"  here you will be directed to "Account Info / Sites".   You will need to select a Site to add a building group too.  The sidebar will display a list of sections to configure the site,  here you'll want to choose "Building Groups"

Now you will see a couple Panels,  Building Groups and Buildings.  Click the Plus icon on "Building Groups" to create a new Building Group.

You will be asked for a name to give to the group.  Here we will use "West Collection" and click Save.

Adding Buildings to a group

Now you have created a group, you'll want to add some buildings to it.

Select the group you want to add to and click the Edit icon on the Buildings Panel. 

This will open the available buildings that can be added.

You can select one or more buildings to add to the group by clicking on the checkbox. 

Once you're happy with the buildings you want to add, click the Move Left Icon on Select Buildings

Just like that, your building will be added to the group. 

Removing a Building from a group

Select the group you want to add to and click the Edit icon on the Buildings Panel. 

This will open the available buildings that can be removed.

Deselect the checkbox of the building you want to remove 

Clicking the move icon again will remove the building from the group. 

What's Next?

  • Now you're learned how to group buildings, you'll want to see the organization of reports. 

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