Purpose of this article
This article helps new users understand how to navigate Scaler, where key tools are located, and how the platform’s navigation changes depending on what you are working on.
It does not explain how to complete tasks — it explains where tasks happen.
Understanding Scaler's navigation structure
Article description
Learn how Scaler's navigation works, how to switch between portals, and how navigation changes based on your context.
Purpose of this article
This article helps new users understand how Scaler's navigation is organized and how the platform's navigation changes depending on what you are working on.
It does not explain how to complete tasks — it explains where tasks happen.
https://youtu.be/q5OM1JLnxlk
Global navigation
Scaler has two navigation elements that are always available.
Portal selector
At the top of the platform, you can switch between:
- Data Collection Portal: where data can be added, edited, or configured
- Analytics Portal: where data can be viewed and analyzed, but not edited
Tip: If you need to change data, return to the Data Collection Portal. If you want to explore trends or performance, switch to the Analytics Portal.
User menu
The user menu is available in the top-right corner. From here, users can access profile details, notification settings, company settings (admin only), the Knowledge Base, and log out.
Navigating the Data Collection Portal
The Data Collection Portal uses a left-hand navigation that changes depending on whether you are viewing the company, a portfolio, or an asset.
Company-level navigation
At the company level, users typically see:
- Company overview: List of all portfolios, high-level asset and country information
- Performance: Aggregated company-level metrics
- Company reports: Generate and download company-level reports
- Company settings (admin only): Company-wide configuration, user and portfolio management
Company-level navigation is most often used for oversight and reporting across multiple portfolios.
Portfolio-level navigation
When viewing a portfolio, the left navigation includes tools for configuration, governance, and reporting.
Common sections include:
- Overview: Data completion status, calculation status, key configuration summaries
- Reports: Generate portfolio-level reports
- Governance: Qualitative reporting inputs
- Data requests: Create and manage data request forms
- Roadmaps: Add measures and acquisitions for modeling
- Targets & benchmarks: Define targets and comparison pathways
- Emission factors: Configure location-based and market-based emission factors
- Portfolio settings: Fiscal year, unit system, portfolio-level attributes
Asset-level navigation
Before selecting a specific asset, users can access:
- Asset list: Overview of all assets in the portfolio
- Asset details table: Spreadsheet-style asset data view
- Upload log: History of spreadsheet uploads
- Meter list: All meters across assets
- Automations: API mappings and bill scraping configuration
Once an asset is selected, navigation is organized into sections that group related inputs, including asset characteristics, reporting data, certifications, meters & consumption, assessment & measures, roadmap measures, physical climate, social data, financial data, building units, development, and document library.
These sections are designed to keep asset-level data structured and auditable, even when many data points are collected over time.
Navigating the Analytics Portal
The Analytics Portal also uses a left-hand navigation, but its structure is focused on viewing and analyzing performance.
Navigation is available at company, portfolio, and asset levels.
Analytics views
Depending on the level you are viewing, you may see the below analytics views:
- Overview dashboards: Quickly review main Scaler metrics
- Analytics tabs: Deep dive into Energy, GHG, water, waste, certifications, ESG risk
- Metrics tables: Yearly snapshots per portfolio with saved custom views
- Scores: Discover strengths and weaknesses against GRESB methodology
- Roadmaps (analytics view): Model future asset performance against benchmarks
- Custom dashboards: Customize dashboards tailored to specific reporting needs
- Map view: Explore overview of assets displayed on a world map
- Asset analytics: Review tables of key insights and metrics
All analytics views are driven by data configured in the Data Collection Portal.
Tips for navigating Scaler efficiently
- Use the left navigation to understand what level you are working at (company, portfolio, or asset)
- When unsure where something lives, ask: am I editing data or analyzing it?
Additional resources
To continue onboarding, read:
- How Scaler structures data
- Getting started in Scaler by role
If you want to begin setup:
- New user onboarding checklist
- Portfolio settings overview