Portfolio

The workspace provides the summary view for the firm’s overall portfolio and functions as the portal for access to the individual projects.  Users can use the table to review, sort and investigate the projects that are included.  They can change the appearance and information presented in the table.  They can add, duplicate or delete a project, as well as export the overall table.   In addition they can select multiple projects to submit at the same time.  Summary metrics for the overall portfolio are displayed and the user can focus the view of the portfolio to a particular year by changing the default selection from overall to a current year.   The main feature areas in the workspace include:

 

 


A short video about "The Basics" of working with the PORTFOLIO screen.

Summary

Summary
Projects

The total number of projects within the firm's portfolio

Submitted and In-Progress  projects

Project Breakdown of Submitted and In-Progress (yet to be submitted) projects.

Total Area (GSF)

The overall building area contributed for the current set of projects (Submitted and In-Progress).  When the gross square footage (GSF) for the portfolio exceeds 999,999 sf, the field starts reporting in millions of square feet.

Reporting Year

When you arrive at the portfolio workspace, what you will see is the current reporting year’s projects.  You can change the set of projects that you are working with by selecting a different option in the “Reporting Year” drop-down list.  By default "All" is selected, and all the firm's projects for the different reporting years will be displayed.  Individual years can be selected from the drop down list.
 

Submit Portfolio

 

 

Allows a firm to evaluate and complete the portfolio submission process for the AIA 2030 Commitment reporting year.  Let’s consider the scenario of a firm administrator checking the status of the firm’s portfolio as the reporting year nears the deadline.  The main steps are:

 

 

 

  • Step 1:  On Portfolio Screen, select “> Submit Portfolio”
     
  • Step 2:  Evaluate the Submit Portfolio Table to determine next steps
    • Evaluate - Do the totals make sense for each Project Category, for the Project Status types and for the overall number of projects for the year?
    • Investigate - To investigate further, select the number in the cell for the Project Category and Project Status you are interested to be taken to a filtered view of those projects within Portfolio
    • Complete – determine:
      • what “In Progress” projects need to be completed, so that they can be submitted
      • what “In Progress” projects are not being submitted
      • if other projects need to be added to complete the full portfolio for the year


Key:  The “Submit Portfolio” process is about marking completion of the submission of the firm’s portfolio for the reporting year.  Selecting the “Submit” button (Step 5) will result in an error message until “zero projects” are displayed in each project category in the “In Progress” column.  
 

  • Step 3:  Is the project submission your firm’s full portfolio of projects? 
    • If so, select the check box below the table.
       
  • Step 4:  Verify Firm Information by selecting checkboxes
    • Select “> Update Firm Information” to make changes
       
  • Step 5:  Select “Submit” – if an error is displayed, you’ll need to go to the Portfolio screen and correct them, and then repeat steps 3 to 5.
     

CONGRATULATIONS – PORTFOLIO SUBMISSION IS COMPLETE!

Portfolio Table
At the top of the Submit Portfolio screen is a Portfolio Project Summary Table provides a snapshot of the status of your firm’s projects for the current reporting year.  The table displays the project status (In Progress and Submitted) for each project category in the firm’s portfolio for the current reporting year.  The project category totals are displayed in the last column on the right, and the Project Status totals are displayed on the bottom row of the table.

Each cell in the table that contains a number is a hyperlink to a filtered view of your portfolio for the “Project Category” and “Project Status” selected.  The hyperlink provides a quick way to view which projects are still in progress and if they are missing any minimum requirements.

Submit Portfolio Table











 




Full Portfolio
An important goal for the AIA 2030 Commitment program is for firms to submit their overall portfolio for the year.  If your firm is submitting your portfolio for the current reporting year, please select the checkbox displayed below the table.  The Full Portfolio Submission Commitment is based on the Honor System. 

Verify Firm Information
 

Change happens, and an important part of the Submit Portfolio process is verifying that the firm information in the AIA 2030 DDx is correct.  If the “Firm Size” range, “Primary Firm Contact” details, and the “Firm Office Locations” listed are correct, please select all three checkboxes and proceed to Submit. 

If changes need to be to any of these three categories, select “> Update Firm Information”, which will take you to the “>My Account” screen.  Once the appropriate changes have been made and saved, you can return to the Submit Portfolio screen from the Portfolio screen to complete the Submit Portfolio process.

Verify Firm Information


















Submit
When “Submit” is selected, the DDx verifies that the “In Progress” projects in the Firm’s Portfolio for the current reporting year contain the minimum required input fields to successfully “Submit a project”. 

  • If the minimum required field inputs are PRESENT, then the project is submitted and the Reporting Status for the project is changed to Submitted
  • If the minimum required field inputs are NOT PRESENT, then the project is flagged and identified in the error message that is displayed on the screen. 


Information
Selecting the "Information Icon" opens a new browser displaying the AIA 2030 DDx Help.  A navigation menu composed of categories and sub-categories is displayed on the left side of the screen, and the explanation of features on the right.  Selecting the navigation menu hyperlinks will take you to different feature explanations.

Project Controls

Displays the Project Table columns that can be toggled ON and OFF in the Project Table by selecting the checkbox.

Project Controls 







Column Order
The Project Controls order determines the Project Table column order.  The order is established by the categories listing from left to right and then top to bottom. Project Name is not shown in Project Controls as a category, but it will always be displayed in column 1 of the Project Table.  Therefore the first Project Control category (Project ID shown in figure) will be column #2 in the Project Table.  In the figure above:

  • Column #2 in Project Table = Project ID

  • Column #4 in Project Table = Project Category 

  • Column #6 in Project Table = Predicted (EUI/LPD) 


Changing Order
The order of columns in the Project Table can be adjusted by selecting a Project Control category and then "dragging and dropping" it in the desired column order.  For example in the figure shown, if you wanted to move Predicted (EUI/LPD) from column #6 to column #3, you would select it and drag it to where "Reporting Status" is shown and release it.  

Projects Features

Project Features


 

 




The set of features and feature icons that allow projects to be "worked with" in different ways.  We'll start with "> Submit" move left to right and then down to the icons ending with "Export".   Show entries will be covered in the Project Table section.  

> Submit (Single Project)

When the AIA 2030 Commitment  minimum requirements on the general inputs page have been completed, the project can be submitted for the current reporting year.  A single project can be submitted from the Portfolio screen by selecting the project checkbox and then selecting > Submit. You can create and submit a project at each project phase (design stage), which creates multiple project views for the project.   When a project is submitted (reported):

  • The project will be included in the AIA 2030 Commitment yearly reporting dataset set
  • The project will be included in the larger pool of AIA 2030 Commitment projects that can be viewed in the Program Level Reports and Research
  • The "Reporting Status" column on the Projects Table changes to "Submitted"

Note: You can withdraw and resubmit a project during the course of the reporting cycle.  If multiple project phases have been submitted during the course of a reporting year, only the most recent is the one that is included in the AIA 2030 Commitment annual report dataset.    

> Submit (Multiple Projects)

To submit multiple projects at one time:

  • Portfolio screen - select the projects
  • Select < Submit
  • The DDx verifies if the minimum project requirement values are present for each project and either confirms that the projects have been submitted or displays an error message providing the "Project ID" for the projects that need minimum requirement field values.


> Withdraw (Single or Multiple Projects)

If a project has been submitted and you want to withdraw it, you can do so by selecting a single project or multiple projects checkboxes and then selecting > Withdraw.  Once a project has been withdrawn:

  • it is pulled out of the larger AIA 2030 Commitment data set, and it is not included in the data set presented in Program Level Reports and Research
  • The "Reporting" column on the Projects Table for the project view goes blank
  • The "Reporting Status" column on the Projects Table changes to "In Progress"

> Advance (Single Project)

A single project that has been submitted can be "Advanced" to the next "Reporting Year" and/or the next "Project Phase".  On the Portfolio Screen you can select the checkbox for a "Submitted" project and then select > Advance.  This "advances" the input values for the previously submitted project to the next reporting year and/or Project Phase and creates a new Project View.  You are taken to the General Inputs screen so that you can make edits to the new project view (Reporting year field updates to the next year), prior to saving, which completes the process and confirms the creation of the new project view.  This allows you to NOT enter the same input values for a project for the next reporting year or project phase. 

If multiple project views have been created for a project each unique combination of reporting year and project phase will appear as a row on the Portfolio screen.  However the project views are associated with a single project.  When a project view has been selected and you are on the inputs screen for that project, you can select any of the other project views from the Project View drop down list, which contains a selection option for each one of the Project Views that has been created for that project.  The selection displays the Year and then the two letter abbreviation for the project phase.  When a new project view is selected, the general inputs screen updates to display the input values for that Project View.


 

> Advance (Multiple Projects)

To advance multiple projects that have previously been submitted, go to the Portfolio screen, select the desired projects, and then select < Advance.  The dialog box displayed below appears.  

Advance Multiple Projects Dialog









 















The dialog displays a table containing a row for each project selected and the columns for the Project ID, Project Name, Project Year (Reporting Year), and Project Phase.  By default the Project Year value displayed is the next year forward from the year the project had previously been submitted.  The Project Phase default value is the same project phase as the previous submission and it can be changed by making a new selection from the drop down list.  

Once the project advance selections are complete, select ADVANCE and the following occurs:

  1. A new project view is created for each of the projects selected (all input values are copied from the previous project view with the exception of the Project Year and Project Phase values selected in the dialog box)
  2. The new project views appear at the top of the Project table on the Portfolio screen
  3. The new project views have an "In Progress" reporting status


Add/Create


Creates a new project.  When selected, you are taken to the General inputs screen to provide inputs for a new project.   A default Project ID has been provided.

Duplicate

Selecting a check box for one of the projects in the table and then selecting the "duplicate icon" creates a new project containing ALL  the same input values as the selected project.  The duplicate project will not be saved into your Portfolio until a unique Project ID has been provided and the project is saved.

Delete

Single or Multiple projects can be selected by selecting the checkbox in the project table.  Selecting the 'Delete icon' will launch a message asking you "if you are sure you want to do this?", and by selecting okay, the single or multiple projects are deleted from your firm's portfolio.  Note: only "Owner" and "Member" user types can use this feature.

Export

Selecting the "Export icon" provides you the choice of one of five export options in CSV or XLS format.  The options that are active are based on if you have selected projects on the Portfolio project table or not.  If projects are selected, the "Export SELECTED projects" options will be active.  Otherwise the "Export ALL projects" are active. 

The Export options include:  

  • Export ALL projects for ALL General Input screen values*

  • Export ALL projects for ALL Project Table Columns

  • Export SELECTED projects for selected columns

  • Export ALL projects for ALL General/ Envelope/ HVAC Inputs*

  • Export SELECTED projects for ALL General/ Envelope/ HVAC Inputs*

    * The export option contains the set of fields that are included in the Batch Import templates

Portfolio Projects Table

The table display the firm’s projects based on what Project Controls have been selected, as well as other searches.  When you select the Project Name for an individual project you will be taken to the appropriate general inputs screen, depending on the project type.  The checkboxes allow you to select a single or multiple projects to >submit for 2030 commitment at a one time.  You can also submit individual projects from their own general inputs screen as well.

Projects Table Features

There a few different ways that you can work with the projects table.

Portfolio Project Table

Search

Type the desired text description, year, Project ID, number or other and select "Search".  All the projects are searched for the columns that are currently visible in the project table.  

> Reset Search Results

Selecting "clears" any previous search results and returns the project table to its default view of all projects being displayed.

Show Entries

Controls the number of projects visible on a single screen for the project table.  The default is 10 entries, with other options increasing in increments of 10 up to 50, as well as an option to display "All".

Column Selection

A set of column header titles  are selected by default, but you can change the columns displayed in the project table by selecting categories in the Project Controls.  When the number of columns exceeds the available width, a scroll bar will appear.  Each column header title is described in the projects section.

Multiple Selection

The check boxes on the left side of each project allow you to select multiple projects for the features > Submit, export or delete.

Column Sorting

For each column displayed the chevron icons next to the column title can be selected to sort the contents of the table in ascending or descending order based on the column selected.

Selecting a Project

By selecting the project name for the project you will be taken to the General Inputs screen.
 

Design Closeout Final phase project tracking

It is beneficial to individual signatory firms, as well as to the overall group for each project to create and submit a design closeout final phase for each project.  See Design Closeout Final section for more detail.

On the project table design closeout final phase tracking for each project occurs in the “Final” column.  If a project has not yet submitted a design closeout final phase for a project an orange dot will be displayed in the column, as a reminder.  If the project has submitted a design closeout final phase, then the orange dot will not be displayed for each and every phase associated with that project. 

Projects Table

An interactive table of the firm’s overall projects and project phases.  Each row in the table represents a phase for a project.  If a project has multiple phases, such as concept, design development, and design closeout final, it will have multiple rows.  A project phase can be selected as a set of project phases, by clicking the checkbox on the far left, or the project phase can be opened by selecting the Project Name.   

As mentioned previously, the project columns and order are determined by the selections in Project Controls

Final

This column indicates if a project has not completed setting up and submitting a Design Closeout Final phase for each project.  If a project HAS NOT submitted a Design Closeout Final phase, then an orange dot is displayed in this column for each phase of the project.  The figure below provides examples for a few scenarios to explain why an orange dot is displayed, and why it isn't.   

Orange Dot Scenarios

Project Name
The name associated with the project, which stays consistent across each project phase.

If a project has been "Advanced", the project name can be changed, but it will be changed for all the project views associated with the project.

Project ID

An auto-generated value that is unique for each firm's project.  You can change the Project ID.

Note: If a project has been "Advanced", the project ID can be changed by an administrator, but it will be changed for all the project views associated with the project.

Project Category

Displays if the project type is Non-residential, Residential or Interior Only.

Project Phase

Displays which of the five design phases the project is currently in (Concept, Schematic Design, Design Development, Construction Documentation, Construction Administration) or the other options of "occupied" or "closed".

Country

The country where the project is located.

State Province

The state or province where the project is located.  In addition to the US states, states or provinces for Canada, China and India are currently incorporated into the AIA 2030 DDx.

City
 

The city where the project is located.

Office Location

The signatory firm's office that the project is associated with.  The options available on the input screen are determined by the offication locations that are entered on > My Account.  

Building Use Type(s)

Displays the use types that are included with the project.

Area (GSF)

The overall gross square footage for the project.  If more than one use type is associated with the project, then the area displayed will be the sum of those use type areas.

% Reduction (PEUI/LPD)

For EUI: The project's (Non-Residential, Residential) percentage of predicted energy use intensity reduction
 

% PEUI Reduction = (Baseline EUI - Predicted EUI)/ Baseline EUI
 

For LPD:  the project's (Interior Only) percentage of Lighting Power Density (W/sf) reduction:
 

% LPD Reduction = (Baseline LPD - Predicted LPD)/ Baseline LPD

 

Predicted EUI/LPD

The project's (Non-Residential, Residential) Predicted Energy Use Intensity (kBtu/sf/year) or the project's (Interior Only) Predicted Lighting Power Density (W/sf).

Baseline EUI /LPD

The project's baseline Energy Use Intensity (kBtu/sf/year) or the project's (Interior Only) Lighting Power Density (W/sf).

Goal EUI/LPD

For EUI: Displays the project's GOAL Energy Use Intensity:
 

GOAL EUI = BASELINE EUI * (100% - CHALLENGE %)
 

          CHALLENGE = Architecture 2030 target percentage reduction.  

For 2014 reporting it is 60%, but in 2015 it increases to 70%.

 

For LPD:  Displays the project's GOAL Lighting Power Density:
 

GOAL LPD = BASELINE LPD * (100% - CHALLENGE %)
 

          CHALLENGE = AIA 2030 Commitment % LPD Reduction, which is 25%.

Reporting Status

Identifies if the project has been "SUBMITTED" for the 2030 Commitment Reporting or if it is "In Progress".

Reporting Details

When a project has been submitted, the datestamp for the submission (month/day/year), the project phase, and the signatory firm user's name that submitted the project will be displayed.

Reporting Year

The AIA 2030 Commitment reporting year that the project is associated with.  The reporting year can be input or edited on the Inputs: General Inputs screen for each of the project category types.

Year of Occupancy

Displays the year of occupancy for the project, which can assist reviewing the project portfolio.

Inputs Responsibility

Identifies the firm user that is associated with the project.  Primarily for firm internal use only.