Asset grouping
Asset Grouping allows you to organize multiple assets into structured groups based on specific criteria, such as sector, location, or investment strategy.
Asset grouping enables portfolio analysis, KPI calculations, and strategic decision-making by aggregating assets at different levels. It allows users to set targets, track performance, and create clusters for various processes. Since asset classifications can differ across processes (e.g., an asset may be Residential in valuation but Office in a standing portfolio), asset grouping ensures flexibility in reporting and management.
You can maintain Asset grouping in Application settings.
• You can add Asset grouping by clicking + Add asset grouping at the top right.
The Create asset grouping panel slides in from the right.
• Specify a Name and select one or more characteristics: Sector, Country, Region, City, Entity structure. If no characteristics are selected, all assets are allocated to the default asset group.
• Click Save to save your changes.
• You can edit an asset grouping by clicking ... behind the asset grouping > Edit.
• To delete an asset grouping, click ... > Edit.