Sites let you manage clients with multiple office locations. When enabled, you can assign Assessment Items, Technology data, and Plan Items to specific Sites. Site assignments from all three modules flow into the Roadmap and Budget, where you can group costs by location.
How Sites work
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.
Enabling Sites on your Template
You can enable a Site column on your Assessments, Technology (Flexible Items), and Plan Parts. The process is the same for each:
Go to Settings > Strategy Templates > [Your Template] > Parts > [Part Name] > Columns
Add a column with the following settings:
Column name: Location
Label: Location
Column Type: Site
Active: checked
Build Mode: checked
Save your changes
Once enabled, a Site column appears on each item in Build Mode. Select a Site on any item to assign it to that location.
Note: If you add Sites to a company after a Report has already been created, the new Sites may not appear right away. If this happens, complete your current Report and create a new one. The new Report will pick up the updated Site list.
Sites in the Assessment
The Assessment is where most multi-site complexity shows up. You have two options for how to handle it: assign sites to individual items within your existing groups, or create separate groups per site.
Assigning sites to existing items
The simplest approach is to use the Site column to tag individual Assessment items with a location. This works well when most of your assessment applies organization-wide and only a few items are site-specific. You keep your standard assessment structure and just mark which items belong to which site.
Creating manual groups for additional sites
When a client needs separate assessment groups per location (for example, a "Network" group for each office), you can create manual groups that copy an existing template group's items.
Open the Report's Assessment in Build Mode
Click + Manual Group in the toolbar
Name the group (e.g., "Network - Miami")
Set Group after this group to position it near the original group
Select a Template group parent from the dropdown. This copies all the items from the selected template group into your new manual group.
Click Save
The new group appears with all the same items as the parent group, ready to be filled out for the new site. You can then assign a Site to each item in the new group.
Important: Manual groups only exist on the Report where you create them. They are not added to your template and will not appear in other clients' Reports. See Customizing Your Assessment for more on manual groups and items.
When to keep the Assessment high-level
For clients with many locations, duplicating full assessment groups for every site becomes difficult to maintain. A more scalable approach is to keep the Assessment at a high level: use each item to represent an organization-wide view of that topic and summarize site-specific findings in the item's notes. Use the Technology Module (described below) for granular per-site data, and let the Roadmap and Budget break down costs by location.
Template-level approach
If many of your clients are multi-site, add site-specific 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.
Sites in the Technology Module
Flexible Items in the Technology Module can also be assigned to Sites. If your PSA or IT Glue tracks which site a device belongs to, that data can sync into Strategy Overview automatically.
This is where per-site detail works best. Rather than duplicating assessment groups for every location, use the Technology Module to track site-level assets, configurations, and lifecycle data. Flexible Item groups can be organized and filtered by Site, giving you a granular view of each location's technology without adding complexity to the Assessment.
Sites in the Plan Module
Plan Items can also carry a Site assignment. When planning projects that are specific to a location (e.g., a network refresh at a branch office), assign the relevant Site so the cost flows into the correct location grouping on the Roadmap and Budget.
Sites on the Roadmap and Budget
Site assignments from the Assessment, Technology Module, and Plan Module all flow into the Roadmap and Budget. 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.
This means you can assign Sites wherever it makes sense across the platform and see the combined per-location financial picture on the Roadmap and Budget. Enable the grouping in your Roadmap and Budget Part Settings when you want to present location-specific financial plans.