Portfolio

Compare energy performance across all projects in an account — on admin and mobile.

Open portfolio

Portfolio is an account-level view. Open it from the account menu below the project list in admin, or from Portfolio in the mobile side menu when your persona includes it.

Switch between Day, Week, and Month to compare the current period with the previous one.

Screenshot: Portfolio KPI cards

KPI cards and top movers

KPI cards summarise total energy, total cost (when rates are available), sites over threshold, and related rollups. Optional GFA intensity appears when floor area is configured on projects.

Top movers highlights projects with the largest percentage change versus the previous period.

Project comparison

The project list shows each site with sparklines, current and previous usage, change percentage, and alert context where available.

Select a project name to open that site’s Overview or dashboards.