> ## Documentation Index > Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt > Use this file to discover all available pages before exploring further. # Portfolio budget and planning > Track portfolio budget performance on Overview and review monthly plans on Planning in EnerG Review portfolio-wide budgets in the [portfolio view](/products/energ/get-started/navigation#portfolio-view). Click `Budget` in the left sidebar to open **Portfolio Budget Overview** and **Portfolio Budget Planning**. Overview compares actual spend, accruals, and variance by building. Planning shows monthly budget plans by service type in consumption, cost, or carbon. To configure budget models for one site, open the [building view](/products/energ/get-started/navigation#building-view) and use [Model configuration](/products/energ/finance/budgets) under `Budget`. For building-level budget creation, use [Budget planning](/products/energ/finance/budget-planning). For how predicted, actual, and variance relate, see [Budgets and capital planning](/products/energ/concepts/budgets-and-capital-planning#predicted-actual-and-variance). ## Navigate to portfolio budgets Click `Budget` in the portfolio left sidebar. Switch between **Overview** and **Planning** from the breadcrumb or tabs at the top of the page. ## Portfolio Budget Overview **Portfolio Budget Overview** tracks portfolio energy spend and compares performance against budget for the sites and period you select. Portfolio Budget Overview with Building Type Country State and District filters, date range Jan 2026 to Jun 2026, KPI cards for On Track Total Budget Actual Spend and Variance vs Budget, YTD Actual vs Expected by service type chart, Monthly Budget Comparison chart, and Breakdown by Building table ### Summary KPI cards Four cards roll up portfolio totals for the active filters and date range. | Card | What it shows | | ---------------------- | ----------------------------------------------------------------------------- | | **On Track** | Count and share of buildings within budget | | **Total Budget** | Sum of budgets for the selected period | | **Actual Spend** | Sum of actual spend for the selected period | | **Variance vs Budget** | Portfolio variance in percent and currency. Negative values mean under budget | ### Page controls Use the filter bar and date range to align the view with your reporting scope. | Control | Purpose | | ------------------------------------------------- | ---------------------------------------------------------------------------------------------------- | | **Building Type** | Limit results by property category | | **Country** / **State / Province** / **District** | Geographic filters for the portfolio | | **Date range** | Period for KPI cards, charts, and tables | | **Service type tabs** | Switch charts between All Utilities, Electric, Gas, Water, Steam, and other configured service types | ### Charts | Chart | What it shows | | ------------------------------------------- | ---------------------------------------------------------------------------------- | | **YTD Actual vs. Expected by Service Type** | Monthly budget and actual bars with variance percent, filtered by service type tab | | **Monthly Budget Comparison** | Budget versus actual by month with a supporting monthly table | | **Most Off-Track Buildings** | Buildings ranked by variance percent, over budget and under budget | Portfolio Budget Overview with Budget vs Actual monthly chart and Most Off-Track Buildings horizontal bar chart showing over-budget buildings in red and under-budget buildings in green ### Building comparison table Each row summarizes one building. Use status labels such as **Over Budget**, **Slightly Over**, **On Track**, and **Under Budget** with trend charts to prioritize follow-up. | Column | Description | | ----------------------------- | ---------------------------------------------- | | **Building Name** | Site name | | **Building Type** | Property category such as Office | | **Location** | City and state or province | | **Utilities Included** | Service types included in the rollup | | **Budget** / **Actual** | Planned and actual spend for the period | | **Variance** / **Variance %** | Difference from budget in currency and percent | | **Status** | On-track label for the building | | **Trend** | Mini chart of recent budget performance | ### Export budget data Use the download action on Overview or Planning to export budget data for the active filters. One export can include **all service types** so you do not download and merge separate files per fuel. Export accruals at meter level when you need actual versus budget with accrual values for review. ## Portfolio Budget Planning **Portfolio Budget Planning** shows monthly budget plans for a single **Service Type** and year across the portfolio. Choose `Electric`, `Natural Gas`, `District Steam`, or `Fuel Oil No 4` from the **Service Type** dropdown. Units and summary cards update for the commodity you select. Portfolio Budget Planning page with Service Type Electric and year 2026 filters, summary cards for Cost Carbon Emissions Sites with Budget and Total Sites, Search and Building Type filters, Consumption Cost and Carbon view toggles, and a table with monthly columns Jan through May 2026 showing kWh values for One Financial Plaza Summit Ridge Plaza Ironworks District and Centennial Square ### Summary cards Four cards summarize the selected service type and year. | Card | What it shows | | --------------------- | ----------------------------------------------------------- | | **Cost** | Total planned cost for filtered buildings | | **Carbon Emissions** | Planned emissions in kgCO₂e | | **Sites with Budget** | Count of buildings that have a budget for this service type | | **Total Sites** | Count of buildings in the portfolio | ### Page controls | Control | Purpose | | ---------------- | --------------------------------------------------------------------------------------- | | **Starred** | Limit the table to starred buildings | | **Service Type** | Commodity for the plan: `Electric`, `Natural Gas`, `District Steam`, or `Fuel Oil No 4` | | **Year** | Calendar year for monthly columns | | **Download** | Export the current table view | Use **Search** and **Building Type** above the table to narrow the building list. ### Switch Consumption, Cost, or Carbon Three toggles change how monthly values display in the table. Segmented control with Consumption Cost and Carbon options where Cost is selected with a white background | View | What the table shows | | --------------- | --------------------------------------------------------------------------------------------------------------------------- | | **Consumption** | Planned usage by month in the unit for the selected service type (for example, kWh for `Electric` or ccf for `Natural Gas`) | | **Cost** | Planned spend by month in your configured currency | | **Carbon** | Planned emissions by month | Click a **Building** name in the table to open building-level budget detail for that site. ### Download the budget report Click `Download` on **Portfolio Budget Planning** to export the current view. EnerG generates an Excel workbook (`.xlsx`) that matches your active **Service Type**, **Year**, and table filters. The file includes both tabular data and chart-ready series you can use in Excel or Power BI. Download the [example portfolio budget export for 2026 (Electric)](/downloads/energ-portfolio-budget-planning-example-2026.xlsx) to review workbook layout, summary tabs, and chart data sheets before you export from your workspace. Choose **Service Type**, **Year**, and any building filters you need. Switch **Consumption**, **Cost**, or **Carbon** if you want the on-screen view aligned with what you export. Click `Download` in the top-right corner. Save the file when your browser prompts you. Start on **Table of Contents**. It lists every sheet, the date range, service type, and when EnerG generated the export. #### Workbook sheets | Sheet | Contents | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------------ | | **Table of Contents** | Export date range, service type, generation time, and an index of all sheets | | **Budget portfolio** | Export settings, portfolio summary totals, and a buildings-by-month table with consumption, unit, cost, and carbon columns per month | | **By month** | Portfolio totals for each month in the range (consumption, cost, and related totals) | | **By building** | One row per building with total consumption, cost, and CO₂ for the period, sorted by cost | | **Metadata** | Export parameters such as start date, end date, service type, and generated timestamp | | **\_bp\_chart** | Chart data for portfolio totals by month (for example, month and total cost) | | **\_bb\_chart** | Chart data for totals by building (building name and total cost) | The main **Budget portfolio** sheet holds the detailed grid you see in the product: one row per building and paired columns per month for consumption, unit, cost, and emissions where applicable. The **\_bp\_chart** and **\_bb\_chart** sheets supply the underlying series for charts in the workbook. Use them when you rebuild visuals in Excel or connect the export to another reporting tool without re-aggregating the main table. Open **By month** or **By building** when you need portfolio rollups only. Use **\_bp\_chart** or **\_bb\_chart** when you want ready-made series for line or bar charts. Sheet names and row counts depend on how many buildings and months match your filters. A portfolio export for one service type and calendar year typically includes a summary block, a multi-month building table, and separate chart data tabs. ## Accruals On **Overview**, turn **Accruals** on to include accrued amounts in **Actual**, **Variance**, and **Projected** columns. For how EnerG builds and trues up accruals, see [Accruals](/products/energ/concepts/budgets-and-capital-planning#accruals) and the [accrual behavior reference](/products/energ/reference/calculations-and-parameters#accruals). Accrual behavior may vary by deployment. Confirm labels and calculations in your workspace before you publish variance reports. ## Next steps Review actual, variance, and charts for one building. Configure monthly budget values for one building. Create and activate building budgets with the six-step wizard. Export budget and actual metrics for reporting cycles. Compare usage and cost trends with budget performance.