The Portfolio Summary is available in our Professional subscription
What does the Portfolio Summary provide?
View Map of Maps & summary tables for a variety of plan templates (Sustainable Farm Incentive, Countryside Stewardship, Baseline Habitat Assessment, and more), updated within minutes of a published plan being edited
See total hectares for each plan template broken down by feature type, including payment totals where relevant
Filter by key attributes: Map name, Plan Name, Team Tag, Feature Type
Filter by key data layers: County, River Basin Catchment, CaBA Catchment, Parish, and Local Authority
How do I access the Portfolio Summary?
To access the Portfolio Summary, you need to have a Professional subscription
All users on a Professional subscription will have access to the Portfolio Summary
To upgrade to a Professional subscription or to view the Portfolio Summary, please visit this page
How does data get included in the Portfolio Summary?
For data to appear in your Portfolio Summary, you need to have created and published plans for the relevant templates.
For your ease of use, we recommend standardising your plan names to include the client name, plan type, and farm name - see ”How to name maps and plans" guidance here.
How often does the data in the Portfolio Summary get updated?
Whenever you update a published plan or publish/unpublish a plan, the Map of Maps & Portfolio Summary will update within a few minutes.
When you first upgrade to a Professional subscription, it will take 1 day for the Portfolio Summary to be created.
Which plan templates are included in the Portfolio Summary?
Ownership Boundary
Ownership Management Plan
Sustainable Farming Incentive 2024
Sustainable Farming Incentive 2023
Baseline Habitat Assessment (v2)
Land Management Plan (v2)
Woodland Creation Template
Peatland Condition Assessment
Note: Basic Payment Scheme is not included in the first version, but will be added at a later date
What filters are available in the Portfolio summary?
Global filters (these apply to all views):
Map name
Team tag
Data layers
County
River Basin Catchment
CaBA Catchment
Parish
Local Authority
Template-level filters (these apply to each template-level view)
Plan name
Feature type
Feature condition (only relevant to Baseline Habitat Assessment & Land Management Plan templates)
Note:
Filters apply to the Map of Maps and the summary tables
Filters will be automatically remembered between visits
How does the data layer filtering work?
When filtering by a data layer, the Map of Maps and summary tables will show all the features that intersect with the data layers selected in the filter
The Total Area reflects the total area of the features that intersect with the data layer - it is not the area of intersection
How do I export my Portfolio Summary data?
We will be adding a capability to export the data to CSV at a later date
In the meantime, the table data can be copied and pasted into a spreadsheet
How do I get Biodiversity Net Gain calculations for my Portfolio?
You can export your filtered Portfolio data into the statutory BNG metric calculation tool.
For specific plans, Professional Subscribers can use the BNG Estimator Tool & Statutory Metric Auto-population Tool available in the plan toolbox.
How to access and work with the Portfolio Summary
In the right of your screen click on the person icon and select Portfolio.
By default you will be on the summary view.
From here you can view Map of Maps & summary tables for a variety of plan templates updated within minutes of a published plan being edited
Filter by key attributes: Map name, Plan Name, Team Tag, Feature Type as well as by key data layers: County, River Basin Catchment, CaBA Catchment, Parish, and Local Authority
To access Portfolio data for specific template please select from the list in left hand panel.
You will then have template-level filters available.
Plan name
Feature type
Feature condition (only relevant to Baseline Habitat Assessment & Land Management Plan templates)
From the map area you can select a feature and the right hand panel will appear allowing you to see more information about that feature and navigate to the Map by clicking on the map name.
The more you zoom in the more detail you will see.
From the Baseline Habitat Assessment you will also be able to export your data to the BNG metric calculator.
