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How to

How to


Products: Building Advisor Portal
Functionalities: Organization Management
2/7/2023

Customizing the Portfolio

You customize the portfolio by configuring the list to show one or more organizations.

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Building area is a useful reference point when you want to prioritize service efforts across buildings and evaluate service coverage. An administrator records the area when adding each building to a client. Users with building access can view Building Area by selecting a building within the Clients view.

Preferred Units of Area

In Building Advisor Portal, you can enter and display building area in either square feet or in square meters. Your choice of preferred units of area applies to every building in your portfolio. You can change your preference at any time. When you do so, Building Area values are converted to the current units setting.

Customize the Portfolio

Manage Portfolio lets you customize your portfolio to show one or more organizations. Once the portfolio is customized, new organizations will no longer automatically appear in your portfolio and will have to be added manually.

After refresh, your portfolio will be adjusted to display data for the selected organizations.

To customize the portfolio
  1. In the Building Advisor Portal, click the Menu

     
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    button, and then click Settings .

  2. In the Settings view, configure your portfolio by choosing one of the following options:

    • Clear the Select all check box, and then select one or more organizations to be listed.

      or

    • Clear the check box for each organization to be removed from the list.

  3. Click Save .

After refresh, your portfolio will be adjusted to display data for the selected organizations.