Portfolio and buildings

1. Open Portfolio and select the buildings view. Choose Add building, enter a name and the known building facts, then save. Keep unknown facts unset.
2. Enter area in the selected unit, m² or sq ft. Check the unit before saving; the display can convert units.
3. For multiple buildings, download the CSV template and use Import CSV. Supply a UTF-8 CSV with a header; only name is required and unknown columns are ignored. Review imported and skipped counts before retrying to avoid duplicates.
4. Open a building to review facts, equipment, data completeness, tracked legal rules and linked projects. Use Edit to correct facts and Start a project for work on that building.
5. If deletion is blocked by linked projects, follow the conflict message and resolve those links first. Do not repeatedly submit the same deletion.

The provider view lists saved, shortlisted or engaged companies; it does not create a new provider listing.

Read exposure carefully

A missing fact may prevent a determination. No tracked rule is different from a finding that no law applies. Check the jurisdiction, inputs, dates and cited source; obtain qualified advice where needed.

Money values

Open Money values from Portfolio. If you belong to several companies, select the company first. Your estimate shows building energy-cost and carbon-price estimates from available records and published rates. Inspect sources and missing data. No energy data or an unavailable figure is not zero cost or verified savings. This screen is not a bill or a guarantee of returns.