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Adding Assets

Adding Assets

Instructions for adding new assets to Scaler, defining key attributes, and ensuring they align with portfolio and reporting requirements.

Last updated on June 20, 2025

A short guide to adding assets to your portfolio in the Data Collection Portal. Use this article when you are setting up assets for the first time or adding new ones to an existing portfolio.

To begin adding assets, switch to the Data Collection Portal using the toggle at the top right of your screen.

Ways to add assets

If your portfolio has no assets yet, you can add them in two ways:

  1. Create assets directly in the platform
  1. Bulk upload assets using the Scaler Spreadsheet template

1. Create assets directly

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This option is ideal when entering a small number of assets, with limited data points, or when you want to learn how data should be structured in Scaler.

Steps

  1. Click Create asset. This opens the asset-level data entry form in the Asset Details tab.
  1. Fill in all required fields (marked with a *). Below is the minimum information needed to create an asset:

Required fields

General

  • Asset name: Displayed in the interface and used alongside the Client ID for identification.
  • Client ID: A unique identifier within your organization.
  • Asset unit system: Metric or Imperial. Defines the unit used for data entry and conversions.
    • Reports at the portfolio level convert data to a single unit system. See Portfolio Settings.
    • Metrics in the Analytics Portal are displayed in the user-specific unit system. See Profile Settings.
    • Each asset defaults to the portfolio unit system and can be customized individually.

Location

  • Country

Property type

  • Main property type
  • Main property subtype
    • Aligned with CRREM and GRESB standards.

Reporting characteristics

  • Owned since: Ownership start date.
  • Active (toggle): Indicates if data is actively being collected.
    • Only Active assets appear in Analytics and can be included in reports.
    • This is used in your monthly asset count for billing purposes.
  • Include in reporting (toggle): Toggle per asset to control inclusion in generated reports. You can update this at the time of report generation.

2. Bulk upload assets

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Best for uploading multiple assets at once, especially after you are familiar with Scaler’s data structure.

Steps

  1. Click Download blank template.
      • A dialog allows you to select which data sections to include. The Asset Details sheet is required and selected by default.
  1. Fill out the required fields in the Asset Details sheet.
      • Required fields are clearly marked in row 9 of the spreadsheet.
  1. Save the file and upload it through the same interface in the Scaler platform.
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For detailed spreadsheet guidance, see link.

Completing asset setup: Analytic metrics

To generate performance and benchmarking metrics in Scaler, complete additional fields beyond the initial asset creation. Once all required fields are filled, your Scaler data completion progress shows 100% in the asset table in the Data Collection Portal.

Always required

To calculate coverage and intensity metrics such as energy use and emissions, enter floor areas with applicable dates.

Floor areas

  • Gross floor area: Total of Common and Tenant areas.
  • Common areas: Can be set to 0 for fully tenant-occupied spaces.
  • Tenant areas
  • Relevant since: The start date from which the area value applies. For example, to calculate 2020 metrics, a floor area must be relevant since at least 2020.

Conditionally required

To calculate metrics related to Energy, GHG Emissions, Water, Waste, or Certifications, complete the corresponding sections.

  • These are marked with an asterisk (*) in the Scaler platform.
  • They are also identified as required in the Scaler Spreadsheet template.
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