Sites, buildings & locations

The physical hierarchy - how to structure sites, buildings, and locations so placement, roll-ups, and reporting stay clean.

The location hierarchy answers where. It has three levels - Site → Building → Location - and every level can hold assets directly.

Sites

A site is a property or campus: the civic complex, the water treatment plant, the works yard. Sites carry an address and geolocation (which places their assets on the map), a square footage with cost-per-square-foot fields for occupancy cost analytics, and are the top level for cost and FCI roll-ups.

Different organizations legitimately set this level up differently - match it to how your portfolio is managed, budgeted, and reported:

SetupShapeTypical of
Single siteOne site; buildings are the top working levelA hospital campus, one plant, a single large facility
Multi-siteOne site per property; roll-ups compare sitesSchool boards (site per school), municipalities, property portfolios
MixedA main campus site plus satellite sitesA town with a civic campus and outlying facilities

The rule of thumb: create a separate site when a property is managed, budgeted, or reported separately. And note the division of labour with classifications: sites answer where, never whose - a department-organized team encodes departments in the classification hierarchy, not by bending the location tree.

Buildings

Buildings belong to a site. Beyond the name, two fields earn their keep:

Buildings are also the anchor for floorplans.

Locations

Locations are the rooms, floors, and zones inside a building - Mechanical Room 201, Roof, Kitchen. Each has a location type (editable catalog) and can carry its own QR code, so a scan at the door shows everything in the room.

Placing assets at the right level

AssetSensible placement
Pump in a mech roomSite + building + location
Rooftop unitSite + building (location "Roof" if you have one)
Parking lot lightingSite only
Grounds equipmentSite only

Deeper placement means faster technician routing but more upkeep. Precision where work happens, coarseness elsewhere.

What rolls up the hierarchy

Non-asset work

Work orders and requests can target a location instead of an asset - "paint room 114", "ice on north entrance steps". This keeps facility work in the same queue without inventing fake assets. See Work orders.

Renaming and restructuring

Names are display-only - renaming a site or building is safe and instant everywhere. Moving a building between sites or merging locations is heavier since history follows the record; do it deliberately, and re-check any reports you export regularly afterward.