Portfolio is your starting point in Lift AI. It lists the properties you manage along with their performance, so you can see how your buildings are doing at a glance and drill into any one of them.
Portfolio is available to the consultant and client roles. Consultants see the full set of properties and performance widgets; clients see the properties assigned to them.
Open Portfolio
Select Portfolio in the main navigation. The page opens on the Overview view, with a header that shows how many properties and elevators are in the current selection.
Switch between Overview and Table
The header has an Overview / Table toggle:
Table
Shows every property in a sortable, filterable list grouped by portfolio. Each row links to the property’s details. Use the search box in the header to filter the list.
Group and filter your properties
In the Table view, properties are grouped by portfolio so related buildings sit together. Expand a group to see its properties, or use the column controls to choose which columns are shown.
You can also narrow the page to a specific region or service provider. Lift AI reads these from the page’s filters, so the properties, KPIs, and widgets all update to match your selection.
Open a property
Select a property’s name from the Table view (or from any widget that links to it) to open its detail page. See Open a property’s details.
If you see “No data available for the selected period,” widen the date range in the page filters and try again.
