Noda

Everything you need to understand your Portfolio Overview Homepage.

Portfolio Overview Homepage FAQ

We’ve expanded the functionality of Utility Notes to increase the total impact of Projects completed across your portfolio with.

Explore the Utility Note Leaderboard

Drill into energy performance and project status by property to understand the property-level dynamics driving portfolio-level trends.

Property Overview

Aquicore’s Portfolio Targets feature supports comprehensive portfolio improvement target setting, tracking, planning, and execution.

Set, Track, and Make Progress toward Portfolio Targets

Everything you need to navigate your portfolio in Aquicore.

In-depth Demo: Portfolio Navigation

Oliver Andraos

Keep track of your Portfolio progress and achievements.

Portfolio Management

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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