Skip to main content
Manage and track certifications for one building in the building view. Click Certifications in the building left sidebar. The page subtitle reads: manage and track certifications for your building. For portfolio-wide dashboards, see Portfolio certifications.

​
Open Certifications

1

Select a building

From Portfolio Home, open a building in the building view.
2

Open Certifications

Click Certifications in the left sidebar.
Certifications page for One Financial Plaza with Certification Details table showing LEED Silver BOMA Gold and Energy Star Expired with fees and Renewable Status and Total Investment Analysis stacked bar chart for consulting and certification fees

Certifications page with detail table and cost analysis chart

Click + New Certification in the top right to add a record.

​
Certification Details table

The Certification Details table lists every certification for the building. Use the download control to export the certification list to a spreadsheet.

​
Cost analysis

Total Investment Analysis Across Certification Programs summarizes consulting and certification fees in a stacked bar chart. Compare programs such as LEED, BOMA, and Energy Star to plan renewal budgets. Portfolio rollups use the same structure on Portfolio certifications.

​
Add a certification

Click + New Certification to open Add Existing Certification.
Add Existing Certification panel with Switch to Custom Awards button Certification Program Category Rating Award Date Expiration Date fees Upload Documents and Notes with Close and Submit buttons

Add Existing Certification panel

1

Open the add panel

Click + New Certification. Toggle Switch to Custom Awards when the program is not in the standard list.
2

Select program and rating

Choose Certification Program, Category, and Rating from the cascading dropdowns.
3

Enter dates, fees, and scores

Set Award Date and Expiration Date. Enter Certification Fee and Consulting Fee when you track spend. Enter the program Score when you track ENERGY STAR, LEED, or other scored programs. When the building is linked to Portfolio Manager, pulled scores can populate this field and optional write-back can update Portfolio Manager.
4

Upload evidence and add notes

Add PDF certificates or supporting files in Upload Documents. Enter points or compliance references in Notes.
Verify the uploaded file matches the award name and rating on the certificate.
5

Submit

Click Submit. The row appears in Certification Details and updates the cost chart.

​
Edit a certification

Click the edit icon in Actions to open Edit Certification.
Edit Certification panel for LEED Building Design and Construction Silver with Award Date 06/14/2013 Expiration 12/31/2099 Certification Fee 25000 Consulting Fee 120000 upload area and notes about 52 LEED v3 points

Edit Certification panel with LEED Silver example

Update any field, replace documents, or revise Notes. Click Update to save changes. Use View History in the table to review prior versions without losing audit context.

​
Monitor expiration

Watch Renewable Status for day counts that approach zero. Past dates show Expired until you renew the certification and update dates or upload a new certificate.
Log consulting and certification fees separately so portfolio cost analysis and annual budgets stay accurate.

​
Next steps

Portfolio certifications

Review certification coverage and investment charts across the portfolio.

Building information

Confirm building attributes that support certification narratives.

Capital planning

Connect improvement measures to certification goals.

Portfolio targets

Align reduction targets with certified commitments.
Last modified on August 18, 2026