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Real Estate Portfolio Management / Portfolio Management / Background Data

Define Counties

If you maintain county data, you can associate it with companies using the Define Counties task. County data is not part of the geographic hierarchy required to view KPI charts.

To define counties:

1. Select the Define Counties task from the Process Navigator.
2. If necessary, review the existing counties using the Smart Search console and the Index bar.
3. Click Add New.
4. Enter the following required fields:

   County Code - a unique identifier for the county.

   State Code - Select the state for the county.

5. Enter the following recommended fields:

   County Name

   Region Code

   Country Code- When you select a Region Code, the Country Code is filled in.

6. Click Save.