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Project Portfolios in ORIS

Consolidating multiple Material Assessments into a unified project view.

A Project Portfolio groups multiple Material Assessments into a single unified dashboard, showing the combined carbon footprint and cost of the whole project, alongside the individual contribution of each assessment. This article explains when to use a Portfolio, where to find it, and how to get the most out of it.

When to Use a Project Portfolio?

Where to Find Project Portfolio?

What the Portfolio Dashboard Shows?

Comparing Portfolios


When to Use a Project Portfolio?

A Material Assessment can represent an entire project or just a defined part of one. When a project is large enough, complex enough, or involves multiple teams or disciplines, it is often more practical to divide it across several Material Assessments and then consolidate them in a Portfolio.

Common reasons to split a project across multiple Material Assessments:

  • Project scale. Large infrastructure projects such as motorways, rail lines, or pipelines are too extensive to manage as a single assessment. Dividing by geographical section makes the work manageable and allows section-level analysis.
  • Multiple disciplines or work packages. Earthworks, structures, and pavement are often handled by different teams. Each team can own and manage its own Material Assessment, and a Portfolio brings the results together.
  • Different BIM models or data sources. When quantities come from separate models, it is cleaner to process each model in its own Material Assessment and combine them at portfolio level.

Important: all assessments must use the same currency

When creating a Portfolio, all included Material Assessments must use the same currency and be part of the same workspace. Check this before grouping assessments to avoid inconsistent cost results.


Where to Find Project Portfolios?

Project Portfolios are created inside a Workspace, alongside Material Assessments and Private Production Sites. To access them, go to the homepage and use the workspace selector in the left sidebar to choose the workspace you want to work in, then select Project Portfolios from the list below to view existing portfolios or to create new ones.

You can create a new Portfolio from within the workspace and select which Material Assessments to include.

Keep all assessments in the same workspace

A Portfolio can only draw from Material Assessments within the same workspace. If your assessments are spread across different workspaces, they cannot be combined into a Portfolio. Always keep all Material Assessments for the same project in the same workspace.


What the Portfolio Dashboard Shows?

Once created, the Portfolio dashboard provides a unified view of the project across all included assessments:

  • Combined totals. Overall carbon footprint and cost estimate for the whole portfolio.
  • Assessment-level breakdown. The individual contribution of each Material Assessment to the project totals, making it easy to identify which section, discipline, or work package is driving the most impact.
  • Material breakdown. The same carbon breakdown by material type available in individual assessments, aggregated across the whole portfolio.

Comparing Portfolios

Portfolios support the same Comparison Dashboard available for individual Material Assessments. This means you can compare different Project Portfolios side by side, for example different scenarios or design solutions, where each design option is represented by a set of Material Assessments grouped into a Portfolio.

To use the Comparison Dashboard at portfolio level, create one Project Portfolio per scenario within the same workspace. You can then access the Comparison Dashboard from any of them by selecting Compare Results at the bottom right of the Portfolio dashboard, or by clicking the three vertical dots next to a portfolio in the portfolio list and choosing Compare Results. The portfolio you open it from becomes the reference: all other portfolios are compared against it.