For building owners and portfolio managers

Seeing the whole portfolio at once, comparing buildings fairly, and producing the reporting your board, tenants and certifications need.

If you are responsible for buildings rather than working inside them, your question is usually comparative: which of these buildings needs attention, and is what we did last year showing up in the numbers?

Start at portfolio level

Your portfolio lists the buildings you have access to, with KPIs in the columns. Sort by any column header to rank the portfolio by that measure — consumption, baseload, CO₂, area, building category, certifications. Customise which KPIs appear with Control+Shift+S.

The organization dashboard is the aggregated view: total consumption for a selected period, comparison against previous years, the trend in electricity and district heating, climate impact in CO₂ equivalents, open tasks, and which buildings had the largest reduction or increase. That last figure is the one that tells you where to spend attention next.

The organisation dashboard: portfolio KPIs, accumulated energy use and waste in one view.

The organisation dashboard: portfolio KPIs, accumulated energy use and waste in one view.

Compare buildings fairly

This is the part most easily got wrong. Energy consumption can be shown uncorrected, temperature-corrected, or corrected for temperature and location:

Uncorrected for anything financial or regulatory — invoicing, budgets, emissions figures.

Temperature-corrected when asking "did our measure work" on one building over time.

Temperature and location when ranking buildings against each other across different climates.

Ranking a portfolio on uncorrected figures mostly ranks it by weather and floor area. Note that the climate impact widget deliberately always shows actual consumption, since real emissions are what count there.

Operational energy label

The official Enova label is based on calculated delivered energy under standardised assumptions, and is rarely updated — so it can differ substantially from reality. The operational energy label is an automatically calculated A–G rating from the building's actual, temperature-corrected consumption over the last 365 days, on Enova's 2026 scale and adapted to building type.

The difference in one line: the official label says what the building ought to use, the operational label says what it actually uses. It updates continuously and is available as a portfolio KPI.

Reporting

Energy reports — per-tenant reports comparing degree-day-adjusted use against the same period last year. Useful for tenant conversations about recharges.

Automated reporting — schedule reports for single buildings or whole portfolios, delivered to the recipients who need them, without anyone remembering to do it.

Waste reports — sorting degree and fraction count, which map to BREEAM-NOR requirements.

Emission factors — configurable for all of Properate, for an organisation, or for an individual building, with inherited defaults and a history of who changed what.

ESG API — structured access to energy, water, consumption and tenant data for your own reporting stack.

The report types available for a building.

The report types available for a building.

Give stakeholders visibility safely

The Read-only role gives access to assigned buildings with dashboards and reports, but no ability to change data or settings. This is what you give a board member, an external advisor or a tenant representative — visibility without the risk of someone adjusting a setpoint.

Step by step: the jobs you do most

Compare your buildings on a fair basis

Open Portfolio.

Set Correction method before reading anything. Uncorrected for invoices and budget follow-up; Temperature-corrected to judge whether your measures worked; Location- and temperature-corrected to compare buildings in different parts of the country.

Press Control+Shift+S to choose which KPIs appear as columns — consumption, per m², baseload, out-of-hours share, CO₂.

Select a column header to sort. The building at the wrong end of the sort is where to start.

Set the Period and Compare with year at the top to see the change rather than the level.

Baseload and out-of-hours share are usually more revealing than total consumption: they show what the building does when nobody is asking anything of it.

Build the dashboard you will actually use

Select Customize dashboard from the footer menu.

Add the widgets and KPIs you want. They are grouped by category — consumption, climate and weather, building management, market and pricing.

Select Done.

Dashboards are per user, so a new colleague starts empty. If you are rebuilding the same dashboard for each new person, do the next step instead.

Make one dashboard the standard for a whole role

Build the dashboard once, as above.

Share the widget with the building, then choose Set as default for roles and pick which roles get it.

Anyone in that role now starts from your layout instead of a blank page.

Reset by role puts a user back to that default if they have customised themselves into a corner.

Produce the report someone has asked for

Open Reports and choose the type: energy, ventilation, waste or indoor climate.

Select the Period. Mind the minimums — a waste report needs at least one month, a ventilation report at least two.

For an energy report, select the owner or a Tenant. If the area is missing, follow Go to building settings, set it, and come back — the report cannot produce per-m² figures without it.

For an indoor climate report, choose the parameters to include, the language, and any areas to exclude. Excluding a plant room or an empty floor keeps the result honest.

The report is queued. When Status shows Ready, select Download.

Export the portfolio figures to Excel

From the organisation dashboard, select Export.

Choose what to include. One export covers dashboard, energy, waste and water data together.

The file comes out at monthly granularity, which is normally the level board reporting wants.

If you are doing this every month, ask support about the ESG API instead — it puts the same figures into your own systems without the copying.

Give someone access without giving them control

Open User administration.

Select Create user and enter name, email and phone.

Set Role to Read-only — dashboards and reports, but no changes to data or settings.

Under Select buildings, pick only the buildings that person should see. Avoid All buildings unless you genuinely mean the whole portfolio.

This is how you give a tenant, a board member or an auditor a live view without any risk of someone adjusting a setpoint.

Approve spending on a task

Open the task from Tasks.

In the Budget section, select Add measure and enter what it is and the amount.

Approve or decline each line. The totals — requested, approved, remaining to approve — update as you go.

Approved and pending budget also surface on the portfolio dashboard, so you can see committed spend across buildings without opening each task.

Access you need

Admin gives full edit access for your assigned organisations and buildings, including configuring modules, updating building data and managing other users. User is standard access to assigned buildings without user or organisation administration. Which modules a building shows is controlled in Module settings.