Skip to content
ASSET9 / PORTFOLIO

A foundation for every asset decision.

Organize your portfolio through distinct spatial, functional and physical assembly perspectives. Bring identity, responsibility and lifecycle history together in an Asset 360 record — so the next decision starts with context, not a search.

Product design scope·Platform in development

SPATIAL LOCATIONDESIGN PREVIEW
Sample portfolioPORTFOLIO
Example HouseBUILDING
Roof plant areaLOCATION
Air handling unit 01ASSET
One identity. Every connected record.

Spatial example · functional & physical views are distinct

DESIGNED AROUND THE REAL WORK

An asset is more than a row in a register. Its spatial location, functional position and physical assembly describe different relationships. Portfolio is designed to make each perspective visible alongside its lifecycle history.

The capabilities below describe the intended product design. Availability, integrations and production readiness are not established by this preview.

PRODUCT DESIGN SCOPE

Context in.
Clarity out.

A closer look at the Portfolio concepts — and how they connect.

01

A hierarchy that reflects the real world

Distinguish where an asset is located (spatial location), what operational role it serves (functional position), and which components it contains or belongs to (physical assembly). These are complementary relationships, not a single forced site-to-system-to-asset tree.

02

Asset 360: one record, many perspectives

Bring asset identifiers, classification, ownership, technical attributes and associated documents into a single record. The design connects work history and procurement references to that same identity.

03

Lifecycle, not just a list

Keep acquisition, operation, maintenance and replacement considerations connected. Capture condition observations and supporting records so future decisions can refer to an asset’s history.

04

Clear accountability and context

Define responsibility and location in the asset record. Explore related maintenance and material requirements instead of rebuilding the same context in separate registers.

THE CONNECTED WORKFLOW

Keep the thread intact.

  1. 01

    Structure the portfolio

  2. 02

    Create the asset record

  3. 03

    Connect operational history

  4. 04

    Review lifecycle context

Each step is designed to keep its relationship to the asset record.

THE NEXT CONNECTED PERSPECTIVE

CMMS

Work Order 360 work order context and activity history. Keep exploring how the pieces fit together.

Explore CMMS
LET’S MAKE THE CONTEXT CLEAR

Bring your context.
Let’s explore the fit.

The preview is a starting point. Tell us about your assets, workflows and requirements so we can have a practical conversation.

Request a demoOr explore the interactive preview