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Define and monitor portfolio-level reduction targets in the portfolio view. Click Target in the left sidebar to open the targets list and dashboards. For target progress at one site, open the building view and select Target under Dashboards > Energy on the Building Energy dashboard. Click Target in the portfolio left sidebar. The page lists active and historical reduction goals.
Targets page at portfolio level listing targets with columns for Service Category, Type, Metric, Start Date, End Date, Reduction method, and Buildings count

Portfolio Targets list showing active reduction goals

Create a portfolio target

1

Start target creation

On the Target page, click the create button to open the three-step Target Information wizard.
2

Define target parameters

In step 1 (Target Setup), enter a Target Name and optional Description. Configure Service Type, Target Type, Metric Category, and the Baseline date range.
Target Information wizard step 1 showing Target Setup with service type, target type, metric category, and baseline date range fields

Target creation wizard step 1

3

Choose a reduction type

In step 2 (Reduction Type), select how reductions accumulate over time.
Target Information wizard step 2 showing Reduction Type options including Annual Reduction as Linear

Reduction Type step with Annual Reduction selected

4

Scope buildings

In step 3 (Building Assessment), choose Apply to Entire Portfolio or Apply to Specific Buildings.
Target Information wizard step 3 showing Building Assessment with Apply to Specific Buildings selected

Building Assessment step with specific buildings selected

5

Submit the target

Click Submit. The target appears in the portfolio list and begins tracking.

Choose a reduction method

Targets support annual, compounding, and custom-milestone reductions. For how each method applies your goal against the baseline, see target calculation methods.

Read portfolio target dashboards

The portfolio view lists all active targets with unit conversions when they apply. Click any target to open charts that compare actual consumption to target and baseline lines.
Energy Target dashboard at portfolio level showing Target Energy Comparison line chart and Delta from Target and Delta from Baseline bar charts

Portfolio target dashboard with actual, target, and baseline trends

Next steps

Building Energy — Target

Review target progress for one building.

Capital planning

Model conservation investments that support your targets.

Portfolio Home

Compare buildings while you monitor target progress.

Portfolio Energy dashboard

Review portfolio energy KPIs alongside formal targets.
Last modified on August 18, 2026