Data Structure · · 6 min read · hierarchy, records, setup
Client, Project, Building, Visit, Space, Asset: the Hierarchy Explained
The record structure behind a clean equipment schedule, the creation order that prevents selector surprises, and the email mismatch that hides site visits.
Frequently asked
Can two projects share one building?
Yes. Buildings link to clients and get selected per site visit, so follow-up engagements on the same property reference the same building record rather than cloning it.
What if work starts before the client record exists?
Create the client first even minimally (contact name required), then extend it. An empty upstream record beats a missing one mid-form.
Is there a faster way to navigate the hierarchy afterward?
Yes: Portfolio gives a column-based fast track from client through equipment for follow-up changes once quality control is done. It supplements site visits; it does not replace them.