Organization

Organization is at the top of the hierarchy for organizing your real estate portfolio. The Organization Shell is a part of Company Sponsored Shells. The Shell Manager section provides more details about the Organization Shell. The Organization tab may have been renamed to match your company name.

Organization tab (User mode)

You can use the Organization tab (User mode) to manage the properties by way of the following nodes, modules, sub-modules, and BPs:

Note: This guide explains the new nodes, modules, and sub-modules that are only related to FAM. For details about other nodes, modules, and sub-modules refer to the Unifier user and administration guides.

Tasks
Drafts
Directory
Mailbox
- Inbox
- Notifications
- E-Signatures
- Sent Items
- Drafts
- Deleted Items
Project Mailbox
- Alerts
Information
- General
Document Manager & Submittals
- Documents
- Unpublished Documents
- Recycle Bin
- Bluebeam Studio Sessions
Material Management
- Material SKUs Master
Employee Management (Org)
- Employees
Maintenance Management (Org)
- PM Role
Property Transactions
- Prospective Property
- Property Selection
- Property Creation
- Property Disposition
FAM Templates (Org)
- Asset Template
- Job Plan
- PM Book Template
- LEED Certification Levels
- Cost Manager (FAM)
Move Add Change (MAC)
- Space Assignment
Reports
- User-Defined

Organization tab (Admin mode)

You can use the Organization tab (Admin mode) to manage the properties by way of the following nodes, modules, sub-modules, and BPs:

Member Companies
Access Control
User Administration
- Users
- Groups
- Task Reassignment
  - Active User Tasks
  - Inactive User Tasks
Setup
- Business Process
- Business Process Updates
- Activity Sheets
- Dashboards
- Gates
- Planning Manager
- Material Inventory Manager

See Also