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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.

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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.

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Switch between Overview and Table

The header has an Overview / Table toggle:
1

Overview

Shows performance widgets across your whole selection — the Performance KPIs, a tickets-and-spending breakdown, and (for consultants) the Bottom 5 properties. See Read property performance KPIs and Find your worst-performing properties.
2

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.

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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.

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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.