After creating asset(s), you can create a portfolio by clicking the Create Portfolio button at the top of the list of saved projects.
Create portfolio.
This will bring up the Portfolio data panel. Choose the assets to include in the portfolio. Click SAVE and proceed to the Portfolio-level analysis screen.
After creating the portfolio, a specific scenario for each asset must be selected for analysis within the portfolio.
Select which scenario to include in the portfolio.
After its initial creation, all changes to the portfolio and its scenarios are automatically saved. You can create more portfolios based on the same procedure.
On the Dashboard page, a previously saved portfolio can be loaded by clicking the Load Portfolio button within a Portfolio Card ****on the dashboard. The card contains some information describing the portfolio for cases when the title alone is not descriptive enough.
Load portfolio from the dashboard.
The most recently edited portfolio can be reloaded by navigating directly to the portfolio-level analysis page in the left navigation bar.
Portfolio analysis is always available via the left navigation bar.
The portfolio-level analysis page contains a list of all selected assets and their associated target scenarios on the left and a set of figures that visualize the results on the right. You can switch between figures using the titles above the figures. Target scenarios for each asset can be selected with the dropdown list in the summary card for each asset.
You can add or remove projects from your portfolio in bulk by clicking the Edit Portfolio button above the list of assets. Individual assets can be removed by clicking three dots in the upper righthand corner of that asset's summary card and selecting Remove from portfolio.
The Summary tab provides a tabular overview of each asset in your portfolio, as well as dot plots comparing key metrics between them. Hovering your cursor over the column headers will explain that metric.
Summary Tab.
The Energy Use tab shows the annual energy use for each asset by end-use. Hovering over any of the bars will give you energy consumption by end-use category for that asset.
Energy use tab.
The Time Series tab displays the cumulative cost or carbon emissions over time for these assets. By hovering your cursor over any specific year, detailed information for each asset during that year is provided.
Time series tab.
The Emissions vs. Cost tab shows the total cost plotted against total emissions, evaluated over the entire time horizon. Hovering your cursor over any point will give you the total cost and emissions data for that asset.
Emissions vs. cost tab.
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