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How To Use the Portfolio Module

Updated over 3 months ago

Introduction

The Portfolio module in Farsight® works as a pre-defined method to show your power plant data. As soon as you have onboarded power plants, the portfolio module will be able to show you data. If the dashboard module lets you customize your experience, the portfolio module works as an out of the box high level overview of all your sites and assets.

Portfolio

Go to: Portfolio > Portfolio

  1. The All sites button opens a dropdown to help you choose which sites to view in your portfolio. By default, all sites are selected. You can pick individual sites, multiple sites, all sites, or no sites

  2. Filters to open up the filters page. Filters work with real-time data, and as such, the same filters can return different results at different times of usage

  3. Use Sort to open up the sort page. You can sort all your portfolio results by setting the filters in either ascending or descending order

  4. Pick how detailed you want the results list to be. Choices range between: Small, Default, Large, Summary, and Detailed

  5. You can use the search bar to find individual sites by names

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