Setting up roadmap inputs

This article covers everything you need to configure in the Data Collection Portal before your roadmap projections reflect your portfolio's strategy. It is one of three articles covering the Roadmap Tool:

Roadmap projections start from your portfolio's baseline year and carry performance forward based on four types of input:

None of these inputs affect historical data. They shape the forward-looking portion of the roadmap only.

Roadmap measures represent planned actions that affect energy use or emissions — retrofits, system upgrades, fuel switching, and similar interventions. Each measure models a step-change in performance from a defined start year.

Navigation

Measures can be managed at two levels:

Both paths lead to the same underlying data. The portfolio view shows all measures across all assets and is useful for reviewing the full strategy in one place. The asset view is useful when working on a specific asset.

Adding a measure manually

When creating a measure, provide:

Warning Only measures with an active Status are included in roadmap calculations. If a measure is not appearing in your projections, check that its status is not set to excluded or inactive.

AI-powered measure suggestions

Scaler can suggest potential efficiency measures based on asset data. To access suggestions:

Data Collection Portal → Portfolio → Roadmap Measures → Add measure → AI Measure Suggestion

Scaler analyses the asset's energy, fuel, and heating consumption, solar production, building age and type, location and climate zone, and historical roadmap measures to generate recommendations with estimated EUI or GHG reduction and indicative cost and payback figures.

Limitation AI suggestions are based on total reported consumption and do not account for the Annual vacancy rate field. If you are working with occupancy-based normalisation enabled in your roadmap view, the AI suggestion will be based on lower (unnormalised) consumption figures than what your roadmap is showing — so suggested reductions may appear undersized relative to your normalised performance. Review suggestions against your own knowledge of the asset before applying them.

Acquisitions represent assets that will enter the portfolio in a future year. From the defined acquisition year onward, the asset is included in portfolio totals, roadmap projections, and pathway comparisons.

Acquisitions are managed at portfolio level only.

Important Roadmap acquisitions exist only within the Roadmap Tool and are intended for theoretical, forward-looking modelling. A roadmap acquisition does not create an asset in your asset list and will not appear anywhere else in Scaler.

If an acquisition is real — for example, you have completed or are actively completing a purchase and have historical consumption data you want to include in analytics or like-for-like calculations — add the asset directly to your asset list with the appropriate ownership start date. This ensures the asset's actual data is used across all of Scaler, not just in roadmap projections.

Once an acquisition year has passed and real consumption data has been entered for that asset, Scaler uses the actual reported data for projections rather than the roadmap acquisition estimate. This is consistent with how all roadmap inputs work: past periods always reflect real data, and forward-looking estimates apply only from the current point onward.

Navigation

Data Collection Portal → Portfolio → Roadmap Measures → Acquisitions section → Add acquisition

When adding an acquisition, provide:

Tip If you do not enter annual consumption for an acquisition, Scaler cannot project its energy performance. The asset will be added to portfolio totals from the acquisition year but will not contribute to the projected intensity trend. Enter at least an estimated annual consumption to make the acquisition meaningful in projections.

Disposals represent assets that will leave the portfolio in a future year. From the disposal year onward, the asset is excluded from portfolio-level roadmap calculations, aggregate performance metrics, and pathway alignment assessments.

Disposals are entered as a measure with Type of measure set to Sell.

Navigation

Data Collection Portal → Portfolio → Roadmap Measures → Add measure → set Type of measure to Sell

Or at asset level: Data Collection Portal → Portfolio → Asset List → [select asset] → edit → Roadmap Measures → Add measure → set Type of measure to Sell

Provide the year the asset leaves the portfolio as the measure's Year field.

Pathway targets define the reference trajectories your projected performance is compared against in the roadmap charts. Scaler includes preloaded CRREM and DGBC pathways that can be enabled or disabled, and you can create custom pathways for your own decarbonisation strategy.

Configuring pathway targets is covered in full in the dedicated article: Setting and viewing targets, pathways & benchmarks

The key points relevant to roadmap inputs are:

Note Despite the label Show in Analytics, this toggle controls whether pathway targets appear in the Roadmap view. Pathway targets do not appear in standard Analytics dashboards regardless of this setting.

Measure not appearing in projections → Check that the measure's Status is not set to excluded or inactive. Inactive measures are excluded from all calculations. Also confirm that the measure's Year falls within the projection period (from the baseline year through 2050).

Projected trend line looks flat despite measures → Verify that impact estimates (Energy reduction or GHG reduction) are entered on the measure. A measure with no impact values will be included in projections but will have no effect on the trend line.

Acquisition not affecting the trend → If annual consumption was not entered for the acquisition, it will appear in asset counts and portfolio totals from the acquisition year but will not contribute to the projected intensity calculation. Add estimated consumption values to the acquisition record.

Disposal not removing an asset from projections → Confirm the Sell measure is set to an active status and that the Year is correct. Also verify the measure is saved at the correct asset level.

AI suggestions seem inaccurate → AI suggestions do not account for Annual vacancy rate. The suggestion is based on total reported consumption regardless of occupancy. Review suggestions against your own knowledge of the asset before applying them.