What You’ll Learn in This Guide
1. How to Edit Properties in Your Portfolio
Before editing properties, ensure you’ve created a portfolio and added at least one property. If you haven’t, check out our guide on How to Create a Portfolio and Add a Property. Please note that the location of a property cannot be edited after being created and added to a portfolio.
Here's how you can easily edit a property in your portfolio:
Locate Your Property:
Open the portfolio containing the property you want to edit.
Scroll through the property column, use the Search Bar or click the property pin on the map to choose the property.
Access Property Settings: After locating the property, click the three dots icon (⋮) next to the Report tab.
Open the Edit Menu: From the dropdown menu, select Edit Property.
Edit Property Details:
A pop-up screen will appear where you can:
Update the Unique Property Name.
Confirm or Cancel Changes:
To save changes, click Save Property.
To cancel changes, click the ‘Cancel’ button or the X button in the top-right corner of the pop-up screen.
2. How to Search and Sort Properties
Neural Earth makes it easy to find and organize properties within a specific portfolio, here's how:
Access Your Portfolio: Select the portfolio containing the property you want to find.
Search for a Property:
Use the Search Bar at the top of the portfolio page.
Type in the name or part of the name of the property you're looking for.
Click on the desired property from the search results to open its Property Page.
Sort Properties:
To refine your search results, click on the Dropdown Menu located beneath the search bar.
Choose one of the available filter options:
Risk Score: Display properties with the highest or lowest overall risk scores first.
Alphabetical: Sort properties in alphabetical order or reverse alphabetical order by name.
Updated at: Organizes properties by the most recent or last updated.
Flip Sort Methods: Click on the sort method name to flip the sort method.
💡Pro Tip
Regularly review and organize your portfolios and properties using the search and filter options to improve navigation and efficiency.
3. How to Move Properties Between Portfolios
Before you can move a property, you need to have at least two portfolios set up in your organization. If you haven't created multiple portfolios yet, learn how to create a portfolio.
Locate the Property: Choose the portfolio that currently contains the property you want to move.
Open the Property: Click on the property to open its Property Page.
Access the Action Menu: On the Property Page, click the three dots icon (⋮) located in the top-right corner of the screen.
Select the 'Add or move to' option.
Choose the Destination Portfolio:
A pop-up window will appear.
Choose to 'Move to the selected portfolio'. This means that the property will be removed from all other portfolios and will only be available in one portfolio.
Click on the 'Choose a portfolio' dropdown button.
From the dropdown menu, find and select the destination portfolio where you want to move the property.
Confirm the Transfer: Click 'Move Property' to finalize the transfer.
💡Pro Tip:
Regularly review your portfolio structure to ensure that properties are grouped logically. Moving properties between portfolios as needed can help optimize your portfolio analysis and reporting.
4. How to Add a Property to Multiple Portfolios
Neural Earth allows properties to belong to multiple portfolios at once. This makes it easy to generate unique reports, organize properties by different strategies, and analyze shared assets across various risk scenarios. This feature is typically used to:
Compare how a property contributes to different risk profiles.
Run client-specific reports without duplicating property data.
Evaluate mitigation strategies in multiple geographic or financial scenarios.
Here are a few key considerations when adding a property to multiple portfolios:
Adding vs. Moving: Adding a property to another portfolio will keep it in its existing portfolios. Moving a property will remove it from all others.
Impact on Reporting: Adding a property to multiple portfolios will immediately impact the Portfolio RiskRank and related scores.
Why It Matters: This flexibility allows you to evaluate the same property across different portfolio contexts, like comparing client-specific exposures or project-based groupings.
Here's how to add a property to another portfolio:
Find the Property:
Navigate to the All Properties page of your organization.
Type in the address of the property in the search bar.
Open the Property Page:
Click on the name of the property you want to add to another portfolio.
The property will open up in a new tab.
Access the Action Menu:
In the top-right corner of the Property Page, click the three dots icon (⋮).
From the dropdown menu, select 'Add or move to'.
Select 'Add to the Selected Portfolio':
A pop-up window will appear.
Select 'Add to the selected portfolio' from the two available options.
Choose the Destination Portfolio:
Click the 'Choose a portfolio' dropdown.
Select the destination portfolio from the list.
Confirm the Addition:
Click 'Add Property' to complete the process.
A green confirmation banner will appear once the property has been successfully added.
Check the Portfolio Switcher:
On the Property Page, a new dropdown menu next to the property name will now appear.
This dropdown lists all portfolios that the property belongs to.
You can click the menu to switch between different portfolio views for the same property.
5. How to Delete a Property from a Portfolio
Deleting a property is permanent, so please follow these steps carefully:
Open the Portfolio: Choose the portfolio that contains the property you wish to delete.
Select the Property: Locate and click on the property you want to remove.
Open the Action Menu: On the right-hand side of the screen, next to the Report button, click the three dots icon (⋮).
Choose the Delete Option: From the dropdown menu, select Delete Property.
Confirm Deletion
A pop-up window will appear asking you to confirm your action.
Click Delete Property to proceed. The selected property will now be permanently removed from the portfolio.
If you do not want to proceed, click Cancel instead.
FAQs
Can I move, edit, or delete multiple properties at once?
Currently, properties must be moved, edited and removed individually.
Can I edit a property’s details without changing the address?
Yes, you can update the Unique Property Name without modifying the address.
Will the property's data and reports remain intact after moving it to a different portfolio?
Yes, all associated data and reports will be transferred along with the property to the new portfolio.
What if I don't see the destination portfolio in the dropdown menu?
Ensure that the destination portfolio exists and that your user role has permission to access it. If the issue persists, contact Neural Earth support.
Can I recover a property after deleting it?
No, deletion is permanent. Be absolutely sure of your decision before proceeding.
Are reports affected when I delete a property or portfolio?
Yes, deleting a property permanently removes all associated reports.
Deleting a portfolio gives you two options:
Move reports to another portfolio.
Permanently delete the reports along with the properties.
How does deleting a property affect my portfolio?
Deleting a property updates the portfolio’s total risk calculations and metrics. If a deleted property had a significant risk score, it may impact the overall Portfolio RiskRank and related insights.