> ## 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 and building navigation

> How EnerG organizes portfolio-level and building-level views in the left sidebar

<iframe width="100%" height="300" src="https://www.youtube.com/embed/18q6b31fWlg?si=mOAkz8zmJezkU2mf" title="EnerG benchmarking and navigation overview" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerPolicy="strict-origin-when-cross-origin" allowFullScreen />

EnerG uses two navigation layouts in KODE OS. You work at the **portfolio view** when you compare sites across your estate. You switch to the **building view** when you configure or analyze one property.

Select a building from `Home`, then click `Go to Building` to enter the building view. Use the building selector in the top bar to return to the portfolio.

## Portfolio view

The portfolio view is your default landing experience. The left sidebar lists portfolio-wide areas only.

<Frame caption="Portfolio Home view with building list, map, rankings, and EUI, WUI, and GHG metric toggles">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-navigation-portfolio-home.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=9e7559cd036f135aad89d28dd479501f" alt="EnerG portfolio Home page showing EUI, WUI, and GHG toggles, Search Buildings field, All Sites building cards, map with location pins, and Building Rankings bar chart" width="1024" height="618" data-path="images/energ/energ-navigation-portfolio-home.png" />
</Frame>

| Sidebar item        | Documentation                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `Home`              | [Portfolio Home](/products/energ/analytics/benchmarking)                                                                                                                                                                                                                                                                                                                                                                                                                           |
| `Dashboards`        | [Energy](/products/energ/analytics/portfolio-dashboards-energy), [Water](/products/energ/analytics/portfolio-dashboards-water), [Waste](/products/energ/analytics/portfolio-dashboards-waste)                                                                                                                                                                                                                                                                                      |
| `Data Sources`      | [Portfolio data sources](/products/energ/analytics/portfolio-data-sources) and connector pages                                                                                                                                                                                                                                                                                                                                                                                     |
| `Meters`            | [Portfolio meters](/products/energ/analytics/portfolio-meters)                                                                                                                                                                                                                                                                                                                                                                                                                     |
| `Baseline analysis` | [Overview](/products/energ/analytics/baseline-portfolio-overview), [Configurations](/products/energ/analytics/baseline-portfolio-configurations)                                                                                                                                                                                                                                                                                                                                   |
| `Target`            | [Portfolio targets](/products/energ/analytics/portfolio-targets)                                                                                                                                                                                                                                                                                                                                                                                                                   |
| `Budget`            | [Portfolio budget and planning](/products/energ/analytics/portfolio-budgets) (Overview and Planning)                                                                                                                                                                                                                                                                                                                                                                               |
| `Capital Planning`  | [Portfolio capital planning](/products/energ/analytics/portfolio-capital-planning)                                                                                                                                                                                                                                                                                                                                                                                                 |
| `Emissions`         | [Overview](/products/energ/analytics/portfolio-emissions-overview), [Benchmarking](/products/energ/analytics/portfolio-emissions-benchmarking), [Emission factors](/products/energ/analytics/portfolio-emissions-emission-factors), [Contracts](/products/energ/analytics/portfolio-emissions-contracts), [Fleet emissions](/products/energ/analytics/portfolio-emissions-fleet-emissions), [Fugitive emissions](/products/energ/analytics/portfolio-emissions-fugitive-emissions) |
| `Certifications`    | [Portfolio certifications](/products/energ/analytics/portfolio-certifications)                                                                                                                                                                                                                                                                                                                                                                                                     |
| `Alert Center`      | [Alert center](/products/energ/data-quality/alert-center)                                                                                                                                                                                                                                                                                                                                                                                                                          |
| `Report Builder`    | [Report Builder](/products/energ/finance/reporting)                                                                                                                                                                                                                                                                                                                                                                                                                                |

<Info>
  Some labels vary by deployment. If you do not see an item, confirm your role and EnerG entitlements in KODE OS.
</Info>

## Building view

The building view opens after you select a site. The left sidebar lists building-specific areas only.

<Frame caption="Building sidebar with Dashboards expanded showing Energy and Waste">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-navigation-building-sidebar-dashboards.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=77645a31af0241e795dbafa38bb32494" alt="Building-level EnerG sidebar with Dashboards expanded showing Energy selected with lightning icon and Waste below, followed by Building Information, Meters, Energy Modeling, Data Sources, Budget, Capital Planning, Emissions, and Certifications" width="307" height="612" data-path="images/energ/energ-navigation-building-sidebar-dashboards.png" />
</Frame>

### Primary sidebar

| Sidebar item           | Documentation                                                                                                                                                                                                                                                |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `Dashboards`           | [Dashboards Overview](/products/energ/analytics/site-dashboards), [Energy](/products/energ/analytics/building-dashboards-energy), [Water](/products/energ/analytics/building-dashboards-water), [Waste](/products/energ/analytics/building-dashboards-waste) |
| `Building Information` | [Building information](/products/energ/buildings/building-information)                                                                                                                                                                                       |
| `Meters`               | [Building meters](/products/energ/buildings/meters)                                                                                                                                                                                                          |
| `Energy Modeling`      | [Overview](/products/energ/concepts/energy-modeling), [M\&V](/products/energ/energy-modeling/mv-models), [Forecast](/products/energ/energy-modeling/forecasting)                                                                                             |
| `Data Sources`         | [Building data sources](/products/energ/buildings/data-sources) and connector pages                                                                                                                                                                          |
| `Budget`               | [Model configuration](/products/energ/finance/budgets), [Planning](/products/energ/finance/cost-analysis)                                                                                                                                                    |
| `Capital Planning`     | [Capital planning](/products/energ/sustainability/capital-planning) (Basic Information, Measure Creation, Scenario Planner, Scenario Analysis, Comparison)                                                                                                   |
| `Emissions`            | [Emissions](/products/energ/buildings/emissions-overview). Benchmarking, emission factors, contracts, fleet, and fugitive reporting are in the [portfolio Emissions group](/products/energ/analytics/portfolio-emissions-overview).                          |
| `Certifications`       | [Building certifications](/products/energ/sustainability/certifications)                                                                                                                                                                                     |

Building baseline windows are configured from **Dashboards** > **Energy** > **Baseline Analysis**. See [Configure building baseline windows](/products/energ/analytics/baseline-portfolio-configurations#configure-building-baseline-windows).

### Dashboards submenu

Expand `Dashboards` to switch between commodity dashboards.

| Submenu item | Purpose                                                                                                                   |
| ------------ | ------------------------------------------------------------------------------------------------------------------------- |
| `Energy`     | [Building Energy dashboard](/products/energ/analytics/building-dashboards-energy) and report menu                         |
| `Water`      | [Building Water dashboard](/products/energ/analytics/building-dashboards-water)                                           |
| `Waste`      | [Building Waste dashboard](/products/energ/analytics/building-dashboards-waste) (KPIs, charts, streams, and pickup entry) |

### Energy Modeling submenu

<Frame caption="Building sidebar with Energy Modeling expanded showing M&V and Forecast">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-navigation-building-sidebar-energy-modeling.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=43ba22e7c3c337b4630f23d97702d6e4" alt="Building sidebar with Energy Modeling expanded, M&V selected, and Forecast listed below" width="322" height="608" data-path="images/energ/energ-navigation-building-sidebar-energy-modeling.png" />
</Frame>

| Submenu item | Documentation                                              |
| ------------ | ---------------------------------------------------------- |
| `M&V`        | [M\&V models](/products/energ/energy-modeling/mv-models)   |
| `Forecast`   | [Forecasting](/products/energ/energy-modeling/forecasting) |

### Budget submenu

<Frame caption="Building sidebar with Budget expanded showing Model Configuration and Planning">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-navigation-building-sidebar-budget.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=0409c7066b98d8aade73d9ad84340a30" alt="Building sidebar with Budget expanded showing Model Configuration and Planning nested items" width="310" height="527" data-path="images/energ/energ-navigation-building-sidebar-budget.png" />
</Frame>

| Submenu item          | Documentation                                                 |
| --------------------- | ------------------------------------------------------------- |
| `Model Configuration` | [Budget model configuration](/products/energ/finance/budgets) |
| `Planning`            | [Cost analysis](/products/energ/finance/cost-analysis)        |

### Energy dashboard report menu

When you open `Dashboards` > `Energy`, a secondary menu lists report types.

<Frame caption="Building Energy dashboard with report menu and Usage and Cost toggles">
  <img src="https://mintcdn.com/kodelabs/Ph3_DUgZdP7vM-lt/images/energ/energ-navigation-building-dashboards.png?fit=max&auto=format&n=Ph3_DUgZdP7vM-lt&q=85&s=39f0a25ffeb9d35de9ca408c11dd1dfd" alt="Building Energy dashboard with Dashboards and Energy selected, secondary menu with Monthly Reports, Usage and Cost toggles, and charts" width="1024" height="622" data-path="images/energ/energ-navigation-building-dashboards.png" />
</Frame>

| Report menu item    | Purpose                                                                                                                 |
| ------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| `Monthly Reports`   | Month-by-month usage and cost on the [Building Energy dashboard](/products/energ/analytics/building-dashboards-energy)  |
| `Annual Reports`    | Annual summaries by service type                                                                                        |
| `Comparison`        | Compare two time periods                                                                                                |
| `Interval Trends`   | [Building Energy dashboard — Interval Trends](/products/energ/analytics/building-dashboards-energy#interval-trends)     |
| `Energy Modeling`   | Quick access to M\&V and Forecast                                                                                       |
| `Target`            | [Building Energy dashboard — Target](/products/energ/analytics/building-dashboards-energy#target)                       |
| `Data Quality`      | Completeness and billing gaps for this building                                                                         |
| `Data Table`        | Raw billing data in a sortable table                                                                                    |
| `Baseline Analysis` | [Building Energy dashboard — Baseline Analysis](/products/energ/analytics/building-dashboards-energy#baseline-analysis) |

Deployments with a top-level **Data Quality** group in the building sidebar also include [Data quality overview](/products/energ/data-quality/data-quality-overview), [Data completeness](/products/energ/data-quality/data-completeness), and [Meter comparisons](/products/energ/data-quality/meter-comparisons).

## How portfolio and building views relate

Portfolio settings and data sources shape what each building can use. Building-level work rolls up to portfolio dashboards, rankings, and alerts.

```mermaid actions={false} theme={"theme":{"light":"github-dark","dark":"github-dark"}}
---
config:
  layout: dagre
  theme: neutral
---
flowchart TD
  subgraph portfolio["Portfolio view"]
    H["Home"]
    PD["Dashboards"]
    DS["Data Sources"]
    AC["Alert Center"]
  end
  subgraph building["Building view"]
    BD["Dashboards"]
    BI["Building Information"]
    EM["Energy Modeling"]
    BGT["Budget"]
  end
  H -->|"Go to Building"| BD
  DS --> BI
  PD --> BD
  AC --> DQ["Data Quality in Energy menu"]
```

## Next steps

<CardGroup cols={2}>
  <Card title="Portfolio Home" icon="house" href="/products/energ/analytics/benchmarking" arrow={true} cta="Open">
    Start in the portfolio view and select a building.
  </Card>

  <Card title="Portfolio meters" icon="gauge" href="/products/energ/analytics/portfolio-meters" arrow={true} cta="Open">
    Manage meters across the portfolio.
  </Card>

  <Card title="Building meters" icon="gauge" href="/products/energ/buildings/meters" arrow={true} cta="Open">
    Review meter detail for one building.
  </Card>

  <Card title="Building Energy dashboard" icon="zap" href="/products/energ/analytics/building-dashboards-energy" arrow={true} cta="Open">
    Analyze energy reports for one building.
  </Card>
</CardGroup>