Step 2: Define Entities

Planon Real Estate : RE Master data : Entity structure : Step 2: Define Entities

With the Add Entity button you create a new line where you first select the level where you want to add an Entity.

Then you fill in the Entity Code and Entity Name (free fields).

Then you select the Country in which the Entity is located and select whether it is an internal or external Entity.

Screen entity structure – Define Entities

A new Entity is always added with the status Not in use.

An added Entity with the status Not in use can still be removed by selecting the Entity row and checking the checkbox on the left and then clicking the Remove button.

After adding a new Entity, don't forget to assign User Roles for the new Entity in the various Planon applications (RE Assets and Finance).

The Next button navigates to Step 3.