Sites let you manage clients with multiple office locations. When enabled, you can assign Assessment Items, Technology data, Plan Items, and budget Items to specific Sites, and group your Roadmap and Budget by location.
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Each company in Strategy Overview can have multiple Sites. If you have a PSA integration enabled, Sites can sync automatically from your PSA. You can also create Sites manually from the company settings page.
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You can enable a Site column on your Assessments, Technology (Flexible Items), and Plan Parts. The process is the same for each:

Once enabled, you can assign individual Items to specific Sites when filling out Reports.
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On the Assessments, Technology, Plan, Roadmap, and Budget tabs, you can group Items by Site using the toggle next to the filters. This is especially useful for clients where you need to plan and budget separately for different office locations.
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For a few multi-Site clients: Create manual Groups and Items on individual Reports. For example, add a Group called "Network - Second Site" with Items specific to that location's infrastructure.

For many multi-Site clients: Add the Groups and Items to your template and make them Hidden by default. When you create a Report for a multi-Site client, unhide the relevant Groups. For single-Site clients, leave them hidden. Filters can make hidden Groups disappear entirely from the client view.

When Sites are enabled, the Flexible Roadmap and Flexible Budget Parts can group Items by Site. The "Group by Site" setting is always the top-level grouping, with year/quarter grouping nested underneath. Enable this in your Roadmap and Budget Part settings when you want to present location-specific financial plans.