> ## 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 capital planning

> Compare conservation scenarios and review the capital planning roadmap across your portfolio in EnerG

Use `Capital Planning` in the [portfolio view](/products/energ/get-started/navigation#portfolio-view) to compare conservation <Tooltip tip="A scenario bundles measures into a funding package with priority and dates.">scenarios</Tooltip> across buildings. The **Scenario Comparison** page rolls up investment, savings, and long-range projections. You create a comparison by selecting buildings and scenarios, then review the **Capital Planning Roadmap** chart and detail table.

Baseline setup, utility rates, and <Tooltip tip="A conservation measure is one project with savings, capital cost, and incentives.">measure</Tooltip> definitions happen at the building level. After you select a site, open [Capital planning](/products/energ/sustainability/capital-planning) in the building view to create measures and scenarios. For the underlying concepts, see [Measures, curves, and scenarios](/products/energ/concepts/budgets-and-capital-planning#measures-curves-and-scenarios).

## Navigate to Scenario Comparison

Click `Capital Planning` in the portfolio left sidebar. The **Scenario Comparison** page opens with the subtitle *Select buildings and scenarios for portfolio-level energy planning and analysis.*

<Frame caption="Scenario Comparison page with summary cards and the Capital Planning Roadmap chart">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-portfolio-capital-planning-comparison.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=ea2b125c5a7ff7a323891145394034af" alt="Scenario Comparison page with Buildings Total Investment and Energy Savings summary cards, Create Comparison button, Capital Planning Roadmap line chart from 2025 to 2050 showing Baseline Target and Combined TTM Forecast lines, Consumption Cost and Emissions toggles, and Energy and target dropdown filters" width="1024" height="460" data-path="images/energ/energ-portfolio-capital-planning-comparison.png" />
</Frame>

### Summary cards

Three cards summarize the active comparison.

| Card                 | What it shows                                        |
| -------------------- | ---------------------------------------------------- |
| **Buildings**        | Count of buildings included in the comparison        |
| **Total Investment** | Sum of capital expenditure across selected scenarios |
| **Energy Savings**   | Total projected energy savings for the comparison    |

## Create a comparison

Click `+ Create Comparison` in the top-right corner. EnerG walks you through building selection, then scenario selection.

<Steps>
  <Step title="Select buildings">
    In the **Select Buildings** dialog, search for sites by name. Check each building you want in the comparison, then click `Next`.

    The table lists **Building**, **Type**, and **Address** for each site.

    <Frame caption="Select Buildings dialog when creating a comparison">
      <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-portfolio-capital-planning-select-buildings.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=b793823bd2ac841be09a99b44c4973d3" alt="Select Buildings modal with Search field containing kode, a table showing KODE 1420 Office checked as Office type at 1420 Washington Boulevard Detroit, and Cancel and Next buttons" width="833" height="638" data-path="images/energ/energ-portfolio-capital-planning-select-buildings.png" />
    </Frame>
  </Step>

  <Step title="Choose scenarios">
    On the **Choose Scenarios** page, expand each building row and check the scenarios you want to compare. Priority badges such as **High Priority** or **Medium Priority** appear next to scenario names when defined. Click `Save` when your selection is complete.

    <Frame caption="Choose Scenarios page with building rows and scenario checkboxes">
      <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-portfolio-capital-planning-choose-scenarios.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=785dd8f781e455b945f5b0130527a67b" alt="Choose Scenarios dialog with Ironworks District expanded showing Low Cost Aggressive with High Priority checked and Deep Retrofit with Medium Priority checked, plus collapsed rows for other buildings, and Previous Cancel and Save buttons" width="809" height="689" data-path="images/energ/energ-portfolio-capital-planning-choose-scenarios.png" />
    </Frame>
  </Step>

  <Step title="Review the comparison">
    EnerG returns to **Scenario Comparison** with summary cards, the roadmap chart, and a scenario table for the buildings and scenarios you selected.
  </Step>
</Steps>

## Review selected scenarios

The **Selected Scenarios** panel lists each building and the scenarios you included. Expand a building row to see scenario names and priority tags. Use the edit and view icons in the panel header to change the selection or adjust visibility.

<Frame caption="Selected Scenarios panel showing Ironworks District with two scenarios">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-portfolio-capital-planning-selected-scenarios.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=846ea029a0c2f8352b7efcb0918ff4a2" alt="Selected Scenarios card showing Ironworks District expanded with Low Cost Aggressive High Priority and Deep Retrofit Medium Priority listed, edit and view icons in the header" width="757" height="414" data-path="images/energ/energ-portfolio-capital-planning-selected-scenarios.png" />
</Frame>

## Capital Planning Roadmap

The **Capital Planning Roadmap** chart projects consumption, cost, or emissions from the current year through 2050. Three series typically appear on the chart.

| Series                    | What it shows                                          |
| ------------------------- | ------------------------------------------------------ |
| **Baseline**              | Projected values without conservation measures         |
| **Target**                | Portfolio or building reduction target trajectory      |
| **Combined TTM Forecast** | Combined forecast from selected scenarios and measures |

Use the **Energy** dropdown (and related resource filters when available) to scope the chart. Use the target or scenario selector to pick which comparison or target drives the **Target** line.

### Switch Consumption, Cost, or Emissions

Three toggles change the roadmap and table to a different metric lens.

<Frame caption="Capital Planning Roadmap with Consumption selected">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-portfolio-capital-planning-roadmap-consumption.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=cdb3553e40b6cb88dd56d1ea395dc327" alt="Capital Planning Roadmap chart with Consumption toggle selected showing Baseline Target and Combined TTM Forecast lines from 2025 to 2050 and a comparison table for Ironworks District with Low Cost Aggressive and Deep Retrofit scenarios showing savings capex incentives and payback columns" width="1024" height="543" data-path="images/energ/energ-portfolio-capital-planning-roadmap-consumption.png" />
</Frame>

<Frame caption="Capital Planning Roadmap with Cost selected">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-portfolio-capital-planning-roadmap-cost.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=5f063ddce3b161382a306d27aa77f7aa" alt="Capital Planning Roadmap with Cost toggle selected, chart showing cost projections, and comparison table with Total Annual Savings Cost and Capex columns for Ironworks District scenarios" width="1024" height="554" data-path="images/energ/energ-portfolio-capital-planning-roadmap-cost.png" />
</Frame>

<Frame caption="Capital Planning Roadmap with Emissions selected">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-portfolio-capital-planning-roadmap-emissions.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=0d2e93b53b5820e4cc9e53d8b9641519" alt="Capital Planning Roadmap with Emissions toggle selected, chart showing emissions projections, and comparison table with Total Annual Savings CO2e and related columns for Ironworks District scenarios" width="1024" height="548" data-path="images/energ/energ-portfolio-capital-planning-roadmap-emissions.png" />
</Frame>

| View            | What the roadmap and table emphasize       |
| --------------- | ------------------------------------------ |
| **Consumption** | Energy use and consumption savings         |
| **Cost**        | Spend, cost savings, and financial payback |
| **Emissions**   | CO₂e impacts and emissions savings         |

## Scenario comparison table

Below the roadmap, a sortable table compares each selected scenario by building. Columns update when you switch **Consumption**, **Cost**, or **Emissions**, but commonly include:

| Column                                 | Description                                                                          |
| -------------------------------------- | ------------------------------------------------------------------------------------ |
| **Building Name**                      | Site for the scenario                                                                |
| **Scenario Name**                      | Conservation package label (for example, `Low Cost - Aggressive` or `Deep Retrofit`) |
| **Total Annual Savings (Consumption)** | Projected annual consumption savings                                                 |
| **Total Annual Savings (Cost)**        | Projected annual cost savings                                                        |
| **Total Annual Savings (CO2e)**        | Projected annual emissions savings                                                   |
| **Capex**                              | Capital expenditure for the scenario                                                 |
| **Incentives**                         | Rebates or incentives applied                                                        |
| **Projected Annual Consumption**       | Share of baseline consumption after measures                                         |
| **Simple Payback (Years)**             | Years to recover capex from savings                                                  |

Use the table to rank scenarios by payback, savings, or emissions impact before you present options to stakeholders.

## Next steps

<CardGroup cols={2}>
  <Card title="Capital planning" icon="landmark" href="/products/energ/sustainability/capital-planning" arrow={true} cta="Open">
    Create measures and scenarios at the building level before you compare them in the portfolio.
  </Card>

  <Card title="Budget planning" icon="clipboard-list" href="/products/energ/finance/budget-planning#step-4-capital-planning" arrow={true} cta="Open">
    Add capital projects from measures into an annual building budget.
  </Card>

  <Card title="Portfolio targets" icon="target" href="/products/energ/analytics/portfolio-targets" arrow={true} cta="Open">
    Align capital plans with portfolio reduction targets.
  </Card>

  <Card title="Portfolio budget and planning" icon="dollar-sign" href="/products/energ/analytics/portfolio-budgets" arrow={true} cta="Open">
    Compare budget performance alongside conservation scenarios.
  </Card>
</CardGroup>
