# Portfolio {% hint style="info" %} ⚡ **Organization feature.** This feature is only available with a C.Scale Organization Account. {% endhint %} A **Portfolio** lets you compare all active projects in your organization across the same scope categories and LCA stages. Portfolios can be **Static Collections** (a manually curated list) or **Dynamic Portfolios** (criteria-based, auto-populated by use case filter). See the [Glossary](https://docs.cscale.io/glossary#app-concepts) for definitions. From the Organization Dashboard, begin by clicking the **+ New Portfolio** button.

1. **`Static Collections:`** You can manually add projects to create a **Static Collection.**

Projects can be added once to create a Static Collection.

Choose projects to add to the Static Collection.

Fill in the required information and click **Create**.

In a few simple steps, create a new portfolio.

2. **`Dynamic Portfolios:`** Dynamic Portfolios are criteria-based and are created by filtering for **Primary Use Case.**

Select the **Primary Use Case,** and the app will automatically add all the Projects in your Organization to the Portfolio. C.Scale will also **automatically** include any new projects with the same Primary Use Case into the Dynamic Portfolio.

Choose Primary Use Case to be added to the Dynamic Portfolio.

Fill in the required information and click **Create**.

After creation, click on the desired **Portfolio Name** to open up the portfolio view.

**`Note:`** All projects within the Portfolio are compared based on the [target scenarios](https://docs.cscale.io/users-guide/compare-scenarios/set-target-scenario) set within the project. ## Portfolio Settings These settings apply at the portfolio level, affecting the target scenario for each project. This ensures all projects in the portfolio share the same underlying assumptions and remain comparable. To refine the portfolio, click on **All Portfolio Settings** in the left-hand panel.

All Portfolio Settings button found in the left-hand panel.

### Scope

Refine your scope of analysis at the portfolio level by including or excluding LCA stages or parts of the building to meet reporting goals or facilitate comparison within the portfolio. C.Scale saves any decarbonization measures in excluded parts of the portfolio scope but makes them temporarily unavailable while they are out of scope. When you restore their scope, the values reappear as last entered. #### Analysis Period Select an analysis period to determine over how many years the analysis takes place. #### Life Cycle Stages **A4-A5 (Construction Process)**\ Turning off this toggle will remove construction process emissions—counted in the A4 and A5 life cycle stages—from the C.Scale model. **D, Biogenic Carbon Storage, and Avoided Emissions**\ Turning off this toggle will remove biogenic carbon stored in timber structural elements, carbon sequestered in landscape, and emissions avoided by excess energy production from on-site renewable from the C.Scale model. #### Scope Categories **Structure**\ Structure and Foundations are always included. **Enclosure**\ Turning off this toggle will remove the embodied carbon associated with cladding, glazing, and roofing from the C.Scale model. **Interior**\ Turning off this toggle will remove the embodied carbon associated with interior fitouts from the C.Scale model. **Services**\ Turning off this toggle will remove the embodied carbon associated with MEP and PV Arrays (the energy generated by PV panels will still be included). **Refrigerants**\ Turning off this toggle will remove the emissions associated with refrigerant use in the building. **Sitework**\ Turning off this toggle will remove all site and landscaping from the C.Scale model. ### General

#### Unit System Modify the unit system for the portfolio's calculations. ### Electricity Grid

#### Future Scenario The future of the electric grid is uncertain. C.Scale gives you the choice between three future scenarios, each derived from NREL's [CAMBIUM model](https://www.nrel.gov/analysis/cambium.html). * **Expected decarbonization**. Average estimates for inputs such as technology costs, fuel prices, and demand growth. No inclusion of nascent technologies. Electric sector policies as they existed in September 2022, with the assumption that the Inflation Reduction Act's Production and Investment Tax Credits do not phase out. This metric is described in NREL's Cambium model as "Midcase." * **Slow Decarbonization**. Average estimates as in the mid-case scenario, but with an assumption that battery and renewable energy costs are high. This scenario assumes that the thresholds set by the Inflation Reduction Act's Production and Investment Tax Credits are not met and, as such, they do not phase out. This metric is described in NREL's Cambium model as "High Cost of Renewable Energy." * **Rapid Decarbonization**. Average estimates for inputs such as technology costs, fuel prices, and demand growth. Nascent technologies are included. Electric sector policies as they existed in September 2022, with the assumption that the Inflation Reduction Act's Production and Investment Tax Credits do not phase out. High-level assumption that the national electricity grid's carbon emissions in 2050 are 5% of their 2005 level. This metric is described in NREL's Cambium model as "95% decarbonization by 2050." #### Emission Metric C.Scale provides two metrics to account for building emissions, both derived from NREL's [CAMBIUM model](https://www.nrel.gov/analysis/cambium.html) and using GWP-100 characterization factors. * **Average Emission Rate (AER)**. See [Glossary](https://docs.cscale.io/glossary#electricity-grid-metrics). * **Long-Run Marginal Emission Rates (LRMER)**. See [Glossary](https://docs.cscale.io/glossary#electricity-grid-metrics). ## Compare Projects within Portfolio Use the toggles in the left-hand panel to add or remove projects from the Total Emissions chart. ### Total Emissions Over 60 Years This figure describes the cumulative carbon emissions of a building over time. As a chart of cumulative emissions, the height of the bar is the total emissions associated with the building up to and including that year rather than only the emissions associated with that year.

Comparison of project emissions over 60 years across portfolio.

Choose to view emissions in kgCO₂e/m² or tCO₂e. For definitions of chart elements (Refrigerant Emissions, Electricity Emissions, Fossil Fuel Emissions, Embodied Carbon Emissions, Biogenic Carbon Storage, Avoided Energy Emissions), see the [Glossary](https://docs.cscale.io/glossary#carbon-accounting-terms). Hover over a bar to see the emissions summary for that project. Note that these numbers are rounded to the nearest hundred and may not sum to net emissions in all cases.