Subgroups are created by portfolio members to conglomerate a subset of properties that have some relation to each other.
Why create subgroups?
- By creating subgroups, you can segment your portfolio by fund, location, property type, size, asset value, management, or any other characteristic you find useful.
- Once you create a subgroup, you’ll be able to access performance metrics and data exports specific to the sites in that subgroup. You can grant individuals "subgroup member" access so that they can see and edit all sites within a subgroup, but not any other sites in your portfolio. You can also report individual subgroups to third-party assessments (like GRESB and CDP).
How can I set up a subgroup?
- Select the 'PORTFOLIO' navigation menu in the upper left-hand corner
- Under the portfolio name, select '+ New Subgroup'
- Fill in the desired subgroup name, select the desired sites > 'Continue'
- If needed, adjust the Fund Allocation for any needed sites (More information on Fund Allocation found here)
Can a single site be part of more than one subgroup?
Yes. Note that each site has one record in our app, so any changes you make to a site will be visible within the overall portfolio and within all of the subgroups where the site has been added.
Who is the subgroup manager?
The manager of the portfolio is automatically the subgroup manager of any subgroups created under that portfolio.
So if Jane Smith is the portfolio manager, and Pete Summers is a portfolio member who creates a subgroup within that portfolio, Jane Smith will be the subgroup manager, and Pete Summers is a subgroup member.
When Pete Summers creates the subgroup, he is the only subgroup member, so he’ll need to invite any other users who should have access to the subgroup.
As long as a user is a member of the portfolio and the subgroup, he or she can manage the subgroup's site assignments, rename, and delete the subgroup. Subgroup members who are not portfolio members can not.
What is the difference between a Portfolio's vs. Subgroup's functionality?
The following functions are available at the portfolio level but not the subgroup level:
- Adding site managers
- Accessing Connect
- Linking Energy Star account(s)
- Accessing bulk upload templates
If you’d like to perform any of the above actions for any sites within a subgroup, please navigate out of the subgroup and perform at the portfolio level.
How do I edit my subgroup?
- Select the 'PORTFOLIO/SUBGROUP' navigation menu in the upper left-hand corner
- Click the vertical ellipsis to the right of the subgroup name
- Note: if your subgroups are not showing, simply click the up/down bracket arrows to the left of the portfolio name
- Select the desired option to make edits