Portfolio & Properties
A fully normalised geographic and physical hierarchy — region down to subspace — that every operational record ultimately resolves to. Portfolio is the spine of the schema; without it, no analytics or AI agent can answer questions like 'rank my buildings by risk' accurately.
Functional areas this module covers.
Geographic hierarchy
Country → region → city → site, with localisation, time zones and currency anchoring.
Building & floor model
Buildings with classification, year built, gross/net areas, energy ratings and ownership.
Space & zone inventory
Spaces, subspaces and zones with capacity, usage, finishes and occupancy linkage.
Property attributes
Tenure, lease, valuation, condition surveys and benchmark references per property.
2 core tables documented in detail.
Unlocked by the depth of this module's schema.
Portfolio-wide risk scoring
Combine condition, age, compliance and incident signals to rank every building by intervention priority.
Benchmark detection
Detect outliers in maintenance cost, energy intensity or work order volume per m².
Capital planning
Forecast renewal spend by building component using survey data and historical task cost.
Sample queries an AI agent can resolve against this module.
“Rank buildings in EMEA by maintenance cost per m² this year.”
“Which floors have utilisation below 40% over the past quarter?”
“Show the condition index trend for the Toronto portfolio.”
Pre-built summary views and the metrics teams track.
Summary views
- Dailydaily_building_summaryOpen tasks, incidents and occupancy per building.
- Monthlymonthly_space_occupancy_summarySpace utilisation and capacity trends.
- Yearlyyearly_portfolio_cost_summaryTotal cost of ownership per property.
Key KPIs
- Cost / m²Normalised maintenance + utility spend per square metre.
- Condition indexWeighted score from condition surveys 0–100.
- Utilisation rateOccupied vs. available capacity over a horizon.
Where this module connects across the platform.