Asset Portal Guide

Participants must report environmental data at the asset level to complete certain Performance Component indicators of the Real Estate Assessment.

The GRESB Asset Portal is where GRESB collects asset-level data from participants.

Participants have three options for reporting asset-level data:

1. Uploading the Asset Spreadsheet

   1. Suitable for most asset creation and data editing.

2. Using the GRESB Asset API

   1. Suitable for particularly large portfolios (more than 2,000 assets).

   2. Learn more about API connections in our API documentation.

3. Editing directly within the Asset Portal

   1. Suitable for checking uploaded data and making minor adjustments.

Uploading asset-level data using the Asset Spreadsheet is the most efficient way to submit or update asset information in bulk in the Asset Portal.

Step 1

Download the Asset Spreadsheet from the Asset Portal and enter your data.

• If you're reporting for the first time, your export will be blank.

• If you're a returning participant, your export will be pre-populated with the Asset Portal's existing data.

• If you'd like a blank copy of the Asset Spreadsheet for reference purposes, download the public version below. It is protected and cannot be imported to the Asset Portal.

Update the exported spreadsheet with information for the current reporting year. This will also avoid creating duplicates of assets.

Upon uploading the Asset Spreadsheet with the amended data, the Asset Portal will match the GRESB Asset IDs on the Spreadsheet to existing assets in the Portal and overwrite their information.

Important: To create a new asset using the Asset Spreadsheet, leave the field ‘GRESB Asset ID’ empty. GRESB will automatically assign the Asset ID after the upload. To update an existing asset, enter the Asset ID into the column ‘GRESB Asset ID.’ Assets with a duplicate or non-existent ID will be rejected.

Step 2

Click ‘Import Asset Spreadsheet’ to upload your Asset Spreadsheet.

Step 3

You will receive an email once the import has been processed.

You may leave or refresh the page at any time. Please note that if you upload a new spreadsheet while we are processing an import, your import will be overwritten with the latest upload.

When a new Asset Spreadsheet is uploaded to the Asset Portal, the Portal runs integrity checks on the file to identify and locate any invalid or incorrectly formatted data points and the location of such errors.

Any error in the file will result in a failed import. The error will be summarized in the “Overview of Imports” page.

Common import disruptions include:

• The numbers are too precise (e.g., 1234.7936273161439591593 for vacancy or energy consumption) > correct to 4-7 decimals.

• Removal or shuffling of tabs

• Removal of columns

• Empty spreadsheets

• Adding units to numerical value fields

• Incorrectly formatted dates or inputting Year instead of Date > should be (DD-MM-YYYY)

• Using dashes ( - ) to indicate '0' data

• Optional text boxes exceeding 255 characters

Importing new assets may take several minutes, depending on the size of the portfolio.

Errors & Outliers

All asset-level data points included in the uploaded Asset Spreadsheet are subject to many validation rules to ensure that Assessment submissions are as complete and accurate as possible. This process generates errors and outliers.

Click on the button below to learn more about errors and outliers in asset-level data.

Automatic Data Validation

Errors prevent users from aggregating asset data.

Outliers do not prevent users from aggregating asset data.

To resolve errors and outliers (when applicable), GRESB recommends taking the following steps:

1. Review errors and outliers within the Asset Portal

2. Download the Asset Spreadsheet

3. Correct the relevant data fields. Review the Performance Component completion instructions to better understand how to do so. Contact the GRESB Helpdesk if errors persist.

4. Re-import the corrected Asset Spreadsheet. This will automatically update the Asset Portal.

Duplicate Assets

Users may accidentally create duplicate assets in the portal. This happens when:

• An asset already exists in the portal

• A user imports a new asset spreadsheet where the asset ID for that asset is left blank, which prompts the Asset Portal to create a new asset.

When this happens, participants can manually delete duplicates one by one from the portal.

If participants have many (duplicate) assets they wish to remove (i.e., 50+), please contact the GRESB Helpdesk for more assistance.

Click 'Aggregate Asset Data' to update an entity's assessment response with the most recent asset data.

If you are updating the assessment response/aggregating for the first time, select 'Update Portfolio Boundaries.' After you've done this once, you must click 'Update all indicators' when aggregating asset-level data again.

Depending on the size of the portfolio, the aggregation will take shorter or longer.

There are two ways in which participants can find the GRESB Asset ID for an asset:

1. In the Asset Portal, go to 'Assets' -> 'Manage' -> 'Edit' for each asset. From there, you will see the GRESB Asset ID under 'Asset Characteristics'.

2. Export your asset data to Excel; the IDs are in the 'asset characteristics' tab.