Assessment Portal Guide
Understand how to create and manage an entity's assessment submission.
Get Started
Register and Log In
If you don’t have a GRESB account already, you can sign up to create one at https://portal.gresb.com/user/sign_up.
You can select which Assessments you are interested in.
Once you’ve created a user account, you can log in to the GRESB Portal.
Create a New Reporting Entity
Anyone with a user account can set up a reporting entity in the GRESB Portal. A reporting entity is any entity – portfolio, fund or infrastructure asset – that will complete a GRESB Assessment.
The first step in creating a new entity is to log into the GRESB Portal and navigate to the Assessment Portal, as shown in the screenshot below.
Once logged in, you can create a new real estate entity by clicking on the button “Create new reporting entity” as indicated below.
You will then be asked to complete some information about the fund.
If you need to make any changes to the entity characteristics, you can do so by going to the assessment overview page for the entity and clicking on “Manage entity” in the menu on the right.
Managing Assessments
Intent to Submit
Once you’ve created the entity, you can start an assessment by clicking on the one that you’d like to start.
You will first be asked to provide your intent to submit the assessment to GRESB.
Select ‘Yes’ if you fully intend to submit. Otherwise, select ‘Maybe’ or ‘No.’
It is possible to edit the information later.
Note that this text box with clarification is shared with GRESB Investor Members.
Add and Manage Users
You can add as many users as you need in the GRESB Portal.
When you log into the GRESB Portal, you’ll see the Assessment Portal overview, as in the example screenshot below.
Next, click on the entity for which you want to change the users. You will see the view below. Click on “User Access Rights” in the menu on the right side to view the users with access to the entity. The screenshot outlines this in red.
You will then see the users of the entity.
If you’re an Account Manager for the entity, you can change the access levels for other users, add users, and remove users.
Adding Users
Within the list of users is an ‘Invite’ button. Click on this to start adding a new user.
You can enter the email address of the person you want to add and set their access level.
If the user has not yet set up an account on the GRESB Portal, they must do so first. Once they’ve activated their account, they can access your entity.
Removing Users
A user can be removed from a particular entity by clicking ‘Revoke access,’ highlighted in the screenshot below.
Changing Access Levels
The user's access level can be selected from the dropdown menu, as shown in the screenshot below. For more information on each access level, please refer to the ‘Access rights’ training.
You can also separately indicate whether a user should be able to amend asset-level data, as shown in the screenshot below.
Assessment Response
Editing the Response
Every indicator is identified by a short title (e.g., ESG Objectives) and a code (e.g., LE2).
All indicators include a primary question that can be answered with ‘Yes,’ ‘No,’ or 'Not Applicable,' except for indicators in the Performance Component that are responded to with asset-level data and must be reported through the Asset Portal.
When selecting ‘Yes’, participants are required to provide further information by selecting one or more options.
When selecting ‘No’ or 'Not Applicable,' participants may not select any additional sub‑options.
Participants should select all options that accurately describe the organizational activities.
Response types for each indicator may use one or more of the following elements:
'Yes' or 'No' radio buttons
Some indicators have additional mutually exclusive radio buttons. In all cases participants must select the one that is the most applicable.
Checkboxes
Most indicators contain a set of checkboxes that participants can select after answering ‘Yes’ to the overall indicator question. Participants may select multiple sub‑options that apply to their entity or fund manager.
'Other’ answers
Some indicators offer the opportunity to provide an alternative selection (‘Other’). Such ‘Other’ answers must be distinctly different to the options listed in the question. All answers are validated as part of the data validation process.
Percentages
Some indicators require the input of additional data points such as percentage of employees and tenants, percentage of portfolio and projects covered, etc.
Open text boxes
GRESB distinguishes between two kinds of open text boxes:
For reporting purposes only. These are displayed in the Benchmark Report but are not validated or scored.
Additional context for the answer provided. These are below the ‘Yes/No’ response and enable the participant to provide general comments that will appear on the Benchmark Report but are not validated or scored.
Evidence upload
Some indictors require participants to upload additional documentation to support their selections. A list of manually validated indicators can also be found here.
Review & Submit
The 'Review & Submit' button only appears once the assessment is at least 80% complete.
Before proceeding, ensure the response is complete. The Contents overview flags missing information.
Before an entity can submit its assessment, it needs to be linked to a participant member account. If you are uncertain whether the entity is linked, contact the GRESB Helpdesk.
If there are pending errors in the Asset Portal, these must be resolved before submitting.
A confirmation email will be sent to account manager users after submission.
Frequently Asked Questions
Where can I find my Fund ID?
The Fund ID is the first number that appears in the URL after "entities/" when you click on any of your entities in the GRESB Portal.
Users can also export fund IDs from within the Data Exporter tool. Users can access the Data Exporter via the GRESB Portal under the menu “Data Exports.” Any downloads from the Data Exporter have Fund ID as the third column.
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