Add your first facility

A facility is a physical site — a plant, warehouse, office or store. Data, meters, assets and results are organized by facility.

Before you start#

You need the Organization Manager or Facility Manager role.

Add a facility#

1. Open Organization in the sidebar.
2. In Facilities, select Add Facility.
3. Enter the Facility name (required) and, optionally, a Code.
4. Choose the Type: Manufacturing, Warehouse, Office, Retail, Data center, Logistics or Other.
5. Set the Country and Timezone (required). Readings and periods are interpreted in this timezone.
6. Optionally add industry, region, production type and unit, size category and activity type.
7. Save.

The facility appears in the Facilities list and in the Operational Hierarchy.

What happens next#

• Add assets and meters to the facility.
• Add your first data.
• Give site colleagues facility access.

Tip Use a short, stable Code for each facility. Codes make imports and exports easier to match.