Portfolio and multi-site

An estate of buildings that are nothing like each other, modelled without compromise

The hard part of multi-site monitoring is not adding up kWh. It is that one meter feeds three buildings, one invoice covers four supply points, and the regional directorate does not group the estate the way the technical team does. This page describes what the product does with those three cases.

For estate managers, multi-site operators and energy managers running a large, mixed portfolio that is rarely documented end to end.

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How deep does the estate tree go?

There is no imposed level. A location references its parent location and its child locations: the structure is self-referencing, so you can descend from regional directorate to site, to building, to floor, to room, as deep as your estate requires.

The full estate tree is returned in a single call, with or without meters depending on an organisation setting. One search bar finds a site, a meter or a sensor — on an estate of several hundred points, that is what replaces remembering where things were filed.

Can the same estate be read under two different groupings?

Yes, and it is a modelling choice rather than a display trick. Two trees coexist: one geographic and one functional, exposed as two distinct navigation groups. Property navigates by location, the operational side by functional grouping, over the same data.

Each site is then qualified on three independent dimensions: its category, its typology and free-form tags. These reference lists — categories, typologies, energies, units, sensor types, site parameters — are administered by you, with no involvement from Softee.

How do you record floor area, headcount or a target per site?

Through a set of site parameters that you define: you create your own fields — floor area, headcount, year of construction, target — then enter them in bulk in a grid. You are not tied to a fixed schema that decided on your behalf which attributes a building has.

A site’s address is geocoded to latitude and longitude, which feeds two things: the map view of the estate, from which a site’s detail opens, and the link to a weather station, which is what makes climate correction possible. Geocoding goes through Nominatim / OpenStreetMap.

And the single meter feeding three buildings?

This is the case most monitoring spreadsheets cannot hold, and it is handled by three distinct mechanisms depending on the nature of the problem.

Distribution key

One meter’s consumption is split across several locations by percentage, indicator by indicator. Keys can be edited and deleted in bulk.

Flow calculated by formula

A flow can be calculated from other sensors and other flows: totalisation, sub-metering, derived. The sub-meter you do not have is reconstructed by difference.

Virtual invoice

An invoice covering several supply points is split into child virtual invoices — and the operation is reversed if the split was wrong.

What does reporting at estate scale look like?

A matrix and a ranking. The sites × indicators matrix gives one row per site — with its category and typology — one column per indicator and the unit of each: this is the view that answers “which of my forty buildings are out of line”.

The estate summary adds the ranking of the best- and worst-performing sites in kWh/m², performance by energy, the energy mix, and a year N / N−1 / N−2 table carrying each site’s target and the estate total. All of it switches between a rolling twelve months and the calendar year.

What this page does not claim

  • No maximum number of sites, meters or measurement points. Nothing in the code bounds or proves a volume, so we publish no capacity figure — and we do not draw the opposite argument either: the absence of a bound in the code is not evidence that the product holds a given load.
  • No automatic import of your existing model. Set-up goes through an onboarding workbook validated as a dry run, described on the data collection page. There is no import that would infer your tree from an arbitrary spreadsheet.

Frequently asked questions about multi-site monitoring

There is no imposed depth. A location references its parent location and its child locations, which allows regional directorate, site, building, floor and room to be chained without a structural limit. The full estate tree is returned in a single call, with or without meters depending on an organisation setting, and one search bar finds a site, a meter or a sensor.
Yes. Softee holds two parallel trees, one geographic and one functional, exposed as two distinct navigation groups over the same data. Each site additionally carries a category, a typology and free-form tags, whose reference lists you administer without involving Softee.
With a distribution key: one meter’s consumption is split across several locations by percentage, indicator by indicator, and keys can be edited or deleted in bulk. Two mechanisms complete the picture — flows calculated by formula from other sensors and other flows, which reconstruct a missing sub-meter by difference, and the split of a multi-point invoice into child virtual invoices, which is reversible.
Through site parameters: you define your own fields — floor area, headcount, year of construction, target — and enter them in bulk in a grid. A ratio-type indicator then draws on one of those parameters, which produces the kWh/m² figure and enables the ranking of best- and worst-performing sites.
No, and that is a position rather than an omission. Nothing in the code bounds the number of sites, meters or measurement points, so we publish no capacity figure: it would be an invented sentence. Nor do we conclude that the product would hold any load — the absence of a bound in the code is not a performance measurement.

Have us describe your estate

Send the real structure: how many levels, which shared meters, which multi-point invoices. We will show you the matching model in the product, including where it would need a workaround.

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