Skip to main content

Organizing properties with folders

Use folders to group and track screened properties in your portfolio.

Written by Anna Tiril Uggerud

What and why

Folders let you group screened properties so you can find them again and monitor them over time. Use folders to organize by client, region, project, risk level, or however makes sense for your workflow.

How it works

  1. Go to your portfolio overview

  2. Click "New folder" to create a folder

  3. Give the folder a name

  4. Add properties to the folder by screening them and selecting the folder, or by moving existing properties into it

Each folder shows the aggregated climate risk score, number of properties, and number of sub-folders. You can search folders by name or responsible person.

Good to know

The aggregated score for a folder reflects the combined risk across all properties in it. This gives you a quick sense of the overall risk level for that group.

Did this answer your question?