Platform Essentials
Understanding Scaler
Welcome to Scaler: How the platform works
An introduction to Scaler’s platform structure. Learn how data is collected, analysed, and reported, and where to go for common tasks.
Platform walkthrough: Key tools and navigation
Learn how Scaler is organized across three portals — Analytics, Data Collection, and Reports — and how to navigate between company, portfolio, and asset levels.
How Scaler structures data
Learn how Scaler organises data across companies, portfolios, asset groups, assets, building units, and meters, and how this structure supports analytics and reporting.
Finding help & support
Learn how to get help in Scaler — use Lumi for quick answers, browse the Knowledge Base, or contact support.
Units at a glance
A quick overview of the three unit contexts in Scaler: the asset unit system, reporting units, and your display preference, and what each controls.
Your role in Scaler
Guide to ‘Choosing your role’
Find the role guide that matches your responsibilities in Scaler. Each guide covers your key workflows, tools, and first steps.
Getting started in Scaler: ESG team
An onboarding guide for ESG teams using Scaler to manage data quality, coordinate reporting, and ensure compliance across portfolios.
Getting started in Scaler: ESG data coordinator
An onboarding guide for ESG data coordinators responsible for operational data management, quality assurance, and platform administration.
Getting started in Scaler: Portfolio manager
An onboarding guide for portfolio managers using Scaler to assess ESG risk, track sustainability targets, and inform capital allocation decisions.
Getting started in Scaler: Asset manager
An onboarding guide for asset managers using Scaler to analyse ESG performance and support investment decisions.
Getting started in Scaler: Internal property manager
An onboarding guide for internal property managers responsible for collecting and validating sustainability data in Scaler.
Getting started in Scaler: External property manager
An onboarding guide for external property managers invited to submit sustainability data through Scaler
Getting started in Scaler: Consultant
An onboarding guide for consultants using Scaler to analyse client ESG data and support advisory engagements.
Getting started in Scaler: Auditor
An onboarding guide for auditors and assurance providers verifying sustainability data, methodologies, and reporting outputs in Scaler.
First-time setup
Account & user settings overview
An overview of user accounts, permission levels, and roles in Scaler. Learn how access is managed and which settings each user can control.
Managing users & permissions (Admins only)
Learn how to invite users, assign permission levels, manage portfolio access, and control who can edit data or generate reports in Scaler.
Portfolio Settings overview
An overview of portfolio-level settings in Scaler. Learn which settings affect calculations, analytics, and reports, and when they should be reviewed or updated.
Asset setup basics (required fields)
Learn how to add and configure assets in Scaler, which fields are required to save an asset and run calculations, and what can be completed later.
Company settings for admins
What admins can manage in company settings: company name and details, reporting access, and consultant access. Currency is set per portfolio, not company-wide.
Data concepts & methods
Data onboarding: Process overview
An overview of how data is onboarded into Scaler, including the typical sequence, data types involved, and what to prioritise during initial setup.
How data can enter Scaler (four supported methods)
An overview of the four ways data can be added to Scaler. Learn when to use manual entry, spreadsheets, data requests, or automations.
Understanding units and currencies in Scaler
Learn how units and currencies work in Scaler, including asset unit systems, reporting units, user display preferences, and how currency conversion is applied.
AI in Scaler
AI in Scaler: overview
How Lumi and Scaler's AI features work, where to find them, how they keep your data secure, and how to get started.
Using Lumi: writing effective prompts
Write Lumi prompts that get accurate, useful answers — with example libraries for portfolio analysis, data quality, decarbonisation, reporting, and DDQs.
AI for data quality and analysis
How Scaler's AI features find data outliers, prioritise meters, fill gaps, query the Asset List, suggest climate zones, and read invoices.
AI for action and reporting
How Scaler's AI features recommend retrofit measures, review reports against framework requirements, and draft data-backed answers to investor DDQs.