Creating Your Estate

An Estate is your top-level container in CO2 Asset Management. Think of it as your organization’s property portfolio - the folder that contains all your sites, buildings, and assets.

When Do You Need an Estate?

You’re setting up for your organization: You manage multiple buildings or sites and want them all in one place. Create one Estate (e.g., “Acme Corporation Properties”) and add all your sites within it.

You’re just trying out the system: Even if you only have one building, you still need an Estate first. Create it with a simple name and move on - it takes 30 seconds.

Note

Most organizations have one Estate. You only need multiple Estates if you manage completely separate portfolios with different teams and no overlap (rare).

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Creating Your Estate

1. From the dashboard, click Create Estate (or the + card)

2. Enter a name - Choose something clear:

   • “ABC Corporation Properties”
   • “NHS Trust Portfolio”
   • “My Buildings” (for personal use)

3. Add optional details (you can fill these in later):

   • Description
   • Primary contact
   • Address

4. Click Create

You’re taken to your new Estate’s dashboard. It’s empty - that’s expected.

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What’s Inside an Estate?

Your Estate can contain:

Component	What it is	Example
Sites	Physical locations (addresses)	“London Headquarters”
Users	People with access	Team members you invite
Catalogues	Custom asset libraries	Your organization’s approved equipment
Settings	Estate-wide configuration	Default units, naming conventions

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After Creating Your Estate

With your Estate created, the next steps are:

Add a Site

A Site is a single location - one building or campus. Add your first site →

Upload Floor Plans

Floor plans are where you’ll place assets. Learn about floor plans →

Invite Your Team

Collaborate with colleagues by granting access. Invite users →

Explore Catalogues

See what asset types are available. Browse catalogues →

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Managing Multiple Estates

When to use multiple Estates:

• You manage separate companies or business units
• Different teams with completely separate portfolios
• Client work (one Estate per client)

When to use Sites instead:

• Different buildings for the same organization
• Regional offices
• Multiple locations under one company

Tip

Rule of thumb: If the buildings share ownership, management, or reporting, they belong in one Estate as separate Sites.

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Editing Estate Details

To update your Estate after creation:

1. Click on the Estate name to open it
2. Click Settings or the gear icon
3. Update name, description, or contacts
4. Save changes

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Deleting an Estate

Danger

Deleting an Estate removes everything inside it - all Sites, Buildings, Floor Plans, and Assets. This cannot be undone.

If you need to delete an Estate:

1. Open Estate Settings
2. Scroll to the bottom
3. Click Delete Estate
4. Confirm by typing the Estate name
5. Click Delete Permanently

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Ready to continue? Add your first Site →