The Carbonfolio workflow

Connect estate priorities to building analysis.

Move from the estate view to a building, select an analysis source, test interventions, compare pathways and decide what needs further work.

  1. 1

    Start with an estate project

    Open an estate and review its building records. The app includes a bundled five-building Liverpool office sample project for demonstration.

  2. 2

    Review the building evidence

    Examine building geometry, fabric and system configuration alongside available EPC-informed details, energy information and recorded assumptions.

  3. 3

    Choose an analysis source

    ROM Estimate supports early screening within its supported Office V1 domain; Concept Simulation uses a simplified physical model; Studio Simulation provides a detailed engineering workflow where compatible model data and account access are available. These sources have different scopes and are not an automatic progression.

  4. 4

    Build a pathway of interventions

    Choose potential fabric, heating, lighting, hot-water and renewable measures, schedule changes, and compare them in the building or estate plan.

  5. 5

    Compare the available outputs

    Review modelled energy, carbon, cost and peak electrical demand outputs where supported by the selected source and current project data. Check result status and provenance.

  6. 6

    Prepare follow-up and reporting

    Export the estate project workbook; Studio can produce an engineering summary in PDF or structured CSV. Use the Transition Risk view to support project review and validate outputs for their intended use.

See the workflow against your buildings.

Request a demonstration or discuss access with the Carbonfolio team.

Request a demonstration