A portfolio groups related properties together — typically the buildings belonging to one client — so you can monitor their performance, spending, and tickets as a set rather than one building at a time.
Portfolio organization is a consultant concept. In the Portfolio Table view, properties are grouped by their portfolio, and the page can be narrowed to a specific region or service provider.
How portfolios appear
Each property belongs to a portfolio, and the portfolio name shows in the property’s breadcrumb (Portfolio › client › portfolio) and as the grouping in the Table view. Grouping by portfolio lets you:
- See all of a client’s properties together for quarterly reviews.
- Compare performance KPIs across the group.
- Roll spending and tickets up to the client level.
See Browse your property portfolio for how to switch to the Table view and expand a portfolio group.
Creating and changing portfolios
Portfolio assignments are set up when your properties are onboarded. If you need a property moved to a different portfolio, a new portfolio created, or a client’s properties regrouped, contact LiftAI support and we’ll make the change for you.
