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Advanced Account Setup

If you manage a large number of buildings, covering a number of different organizations, you can organize them into higher structures called "Portfolios". This allows you to organize and monitor utility spend on multiple different levels.


EXAMPLE: Multiple organizations in one portfolio

In this setup, energy reports can be generated:

  • over an entire Portfolio
  • per Organization
  • per Building
  • per Account
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  1. Gage Tiber

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